20211126_艾瑞咨询_2021年中国宠物食品行业研究报告（49页）.pdf

2021.11 iResearch Inc.2 iResearch I 75%1.0 2.0 3.0 4.0 2.0 3.0 2021 1,337 527 667 2025 2,417 SMS3 iResearch I+OEM/ODM vs 1.0 2.0 3.0+vs 4 iResearch I 5 1 2 3 4 56 iResearch I 7 iResearch I 2021 10%15%75%8 iResearch I 2.0 1.0 2.0 3.0/4.0/3.0 9 iResearch I 10%70%90%40%10%20%40%60%5%1%30%40%5%10%20%35%1922 Ken-L Ration 2009Evermore Freshpet 2014 2021 67 10 iResearch I Freshpet 2021 1 31 PFNZ 70%2021 5 2021 3 2023 24 Freshpet The 2018 2018 2019 A 2014 5 11 iResearch I 2 3 1 VSVS AAFCO 12 iResearch I 13 iResearch I 14 iResearch I 16 16 16 23 3/16 18 600 2021 50 15 iResearch I 16 V+IP+KOL UGC 16 1 2 3 4 517 iResearch I 18 iResearch I 1990 2000 2010 2020 1995 2005 OEM/ODM ZEAL K9 ZIWI K9 2025e 19 iResearch I APPA Euromonitor 1993 30 2013 2020 11.4%2020 20.1%2020 CR4 58.6%20 iResearch I 6%7.5/GDP GDP 0.73%0.47%GDP GDP GDP 3.29 1.26 14.43 2.62/2.33/2.62/1.26 5,401 5.5 67%21.5%39.1%8,426 1,161 2.2 90%88.5%19%7,583 1,028 4,093 382 44.3 1,195 504 431 2,920 458 192 185 1,114 175 GDP 63,544 39,539 15.3 GDP 0.3%0.47%0.73%2020 21 iResearch I618 796 100811951337152717712044241728.8%26.6%18.6%11.9%14.2%16.0%15.4%18.3%2017 2018 2019 2020 2021e 2022e 2023e 2024e 2025e%1.2.1 2017-2025 2021 39.1%2.0 3.0 22 iResearch I 4862510553865709605264155222495652035474576458795.0%5.5%6.0%6.0%6.0%-5.1%5.0%5.2%5.3%2.0%2020 2021e 2022e 2023e 2024e 2025e%595 733 855 100911991530564 570 636 724 806 850 5.0%5.0%6.0%7.0%6.0%3.0%3.0%5.0%2.5%0.5%2020 2021e 2022e 2023e 2024e 2025e%2020-2025 2020-2025 2021 5%-6%2025 6,415 2021 2025 1,530 123 iResearch I 160 193 235 298 348 2021e 2022e 2023e 2024e 2025e 1741831952042182021e 2022e 2023e 2024e 2025e 2021-2025 2021-2025 CAGR=22%CAGR=6%1.2.1 2021 2025 22%16%2025 348 2021 2025 6%2025 21824 iResearch I 25 iResearch I vs vs 2020 2020 54.7%2020 18.6%2020 5.9%2020 13.6%2018 2020 25.8%26 iResearch I vs vs 2020+27 iResearch I&/0-6 6-12 12-18 18-36/28 1 2 3 4 529 iResearch I 30 iResearch I VS VS VS VS+31 iResearch I VS+-38 The dog 32 iResearch I GB/T 31216 GB/T 31217 FSSC22000 BRCGS FSMA IFS food GLOBALG.A.P.SQF HACCP FEDIAF AAFCO FEDIAF FDA CFIA MIFF DLD CNAS BSCI WCA SA8000 SCS 33 iResearch I 34 iResearch I IP IP 35 iResearch I Pidan Pidan PetSmart+Pidan 11 Pidan Pidan 2021 7 5000 B+Pidan 36 iResearch I vs B+2016 1300 20+O2O 2020 2000 3 30+IP+37 iResearch I 2006 9 33 9 9 70%5 OEM ODM 4 FDA 1,300 38 iResearch I 2020 2021 11 2020 11 3 2021 TOP OEM ODM 2020 70%-98%2.0 3.0 Wenger TX85 9 39 1 2 3 4 540 iResearch I K9 natural 8 500 5000 2500 500 K9 natural Z-TWINTECHTM K9 natural ZEAL41 iResearch I K9 Natural+1894 1956 120 130 51 14000 1967 20 1985 2008 42 iResearch I/ZEAL petsmart+E mollybox 43 iResearch I 20 K9 natural 2.0 2018 zeal zeal 2021 Ziwi+2000 SKU 44 1 2 3 4 545 iResearch I 3.0 46 IPO 47 2002 3000 400-026-Contact Us 48