千亿宠物市场陷入价格战：2024行业洗牌与机遇分析
中国宠物市场增速放缓 | Slowing Growth in China's Pet Market
根据《2023-2024年中国宠物行业白皮书》显示，2023年中国城镇宠物（犬猫）消费市场规模为2793亿元，同比增长仅3.2%，增速明显放缓。其中犬消费市场微增0.9%，猫市场增长6%。
According to the 2023-2024 China Pet Industry White Paper, China's urban pet (dog and cat) consumption market reached 279.3 billion yuan in 2023, with only 3.2% year-on-year growth. The dog market grew slightly by 0.9%, while the cat market grew by 6%.
价格暴跌的活体交易 | Plummeting Prices in Live Pet Trade
上海资深猫舍经营者石头（化名）透露："同一品种的猫，价格相比2019年已下跌60%。现在品相良好的布偶猫售价仅3500元，而2019年可达15000元。"
Stone (pseudonym), a veteran cat breeder in Shanghai, revealed: "Prices for the same breed have dropped 60% compared to 2019. A high-quality Ragdoll now sells for just 3,500 yuan, down from 15,000 yuan in 2019."
消费降级明显 | Noticeable Consumption Downgrade
数据显示，2023年单只宠物犬年均消费2875元（下降0.2%），宠物猫1870元（下降0.75%）。与此同时，宠物猫数量增长6.8%至6980万只，犬增长1.1%至5175万只。
Data shows annual spending per dog dropped 0.2% to 2,875 yuan in 2023, while cat spending fell 0.75% to 1,870 yuan. Meanwhile, the cat population grew 6.8% to 69.8 million, and dogs increased 1.1% to 51.75 million.
全行业价格战 | Industry-Wide Price War
上海宠物医院公猫绝育价格低至98元（约1.3折），低于成本价。品牌代理商林森表示："一些品牌方甚至在自己的旗舰店低价抛货，导致渠道价格体系崩溃。"
Neutering services for male cats in Shanghai have dropped to 98 yuan (about 1.3% off), below cost. Brand agent Lin Sen said: "Some brands are dumping inventory at their flagship stores, collapsing the channel pricing system."
出口市场承压 | Export Market Under Pressure
佩蒂股份指出三大出海挑战：全球供应链重构、贸易壁垒加剧、自主品牌溢价不足。中宠股份透露，2022Q3-2023Q1受海外客户去库存影响，出口业务大幅下滑。
Pet's Buddy highlighted three export challenges: global supply chain restructuring, trade barriers, and lack of brand premium. Zhongchong reported export declines from Q3 2022 to Q1 2023 due to overseas inventory adjustments.
行业洗牌与机遇 | Market Reshuffle and Opportunities
佩蒂股份认为当前是"良币驱逐劣币"阶段。天元宠物指出中国城镇养宠家庭渗透率仅23%（2019年），远低于成熟市场。中宠股份表示将加大自主品牌建设投入。
Pet's Buddy sees this as a "survival of the fittest" phase. Tianyuan Pet noted China's urban pet ownership rate is just 23% (2019), far below mature markets. Zhongchong will increase investment in proprietary brand building.
2024年展望 | 2024 Outlook
业内人士普遍认为：1）Q4起出口订单已恢复增长；2）国产替代趋势明显；3）数字化运营将成为关键竞争力。佩蒂股份强调："企业必须与用户建立深度连接。"
Industry insiders generally believe: 1) Export orders have rebounded since Q4; 2) Localization trend is evident; 3) Digital operation will be key. Pet's Buddy emphasized: "Companies must build deep connections with users."
