万亿宠物经济赛道深度解析：山东产业带崛起与2025市场机遇

万亿宠物经济赛道深度解析：山东产业带崛起与2025市场机遇

Trillion-Dollar Pet Economy Analysis: Shandong's Industry Rise and 2025 Market Opportunities

核心数据洞察/Core Data Insights

《2024闲鱼副业产业带报告》显示，全国每年约300万人在闲鱼为宠物相亲，其中山东卖家表现尤为活跃。天猫"双11"战报中，15个宠物品牌1小时内成交破千万，乖宝宠物旗下品牌单日销售额达6.7亿元。

According to the 2024 Xianyu Side Hustle Industrial Belt Report, approximately 3 million people nationwide seek mates for their pets on Xianyu annually, with Shandong sellers showing particular enthusiasm. Tmall's Double 11 data revealed 15 pet brands exceeding 10 million RMB in sales within the first hour, with Guaibao Pet's brands achieving 670 million RMB in single-day sales.

产业格局/Industry Landscape

山东已形成完整宠物产业链，拥有乖宝宠物（聊城）、中宠股份（烟台）、路斯股份（潍坊）三家A股上市公司。中国畜牧业协会指出，山东凭借肉鸡养殖优势和完善的物流体系，成为宠物食品产业核心枢纽。

Shandong has established a complete pet industry chain with three A-share listed companies: Guaibao Pet (Liaocheng), Zhongchong Co., Ltd. (Yantai), and Luscious Co., Ltd. (Weifang). The China Animal Agriculture Association highlights that Shandong's poultry farming advantages and logistics infrastructure make it a pivotal hub for pet food production.

市场增长/Market Growth

财通证券数据显示，2024年Q3宠物食品行业营收31.78亿元（同比+20.9%），净利润3.83亿元（同比+78.8%）。《2025中国宠物行业白皮书》预测城镇宠物（犬猫）消费规模将达3002亿元，主粮市场占比52.8%。

Caitong Securities reports pet food industry revenue reached 3.178 billion RMB in Q3 2024 (+20.9% YoY), with net profit of 383 million RMB (+78.8% YoY). The 2025 China Pet Industry White Paper forecasts urban pet (dog/cat) consumption will hit 300.2 billion RMB, with staple food accounting for 52.8% market share.

新兴趋势/Emerging Trends

深圳近期建立7.5万㎡宠物经济产业园，并首创机场宠物候机厅。滴滴、哈啰等平台推出"宠物专车"服务，溢价约30%。宠物职业赛道爆发，2023年从业者超百万，涵盖宠物殡葬师、营养师等新兴职业。

Shenzhen recently established a 75,000㎡ pet economy industrial park and pioneered airport pet lounges. Ride-hailing platforms like Didi and Hello launched "pet taxi" services with 30% price premiums. The pet profession sector now employs over 1 million people, including emerging roles like pet morticians and nutritionists.

投资前景/Investment Outlook

中信证券预测行业将保持10-15%年增长，艾媒咨询数据显示2023年产业规模5928亿元，预计2028年达1.15万亿元。在国产替代趋势下，本土品牌增速将超越国际品牌。

CITIC Securities forecasts 10-15% annual growth, while iiMedia Research reports 2023 industry scale reached 592.8 billion RMB, projected to hit 1.15 trillion RMB by 2028. Domestic brands are outpacing international competitors amid import substitution trends.