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从买饲料到养猪倌再到铲屎官 新希望这回打算“吸猫”了

2017-09-24 07:36:51   中国经济网

9月20日,新希望旗下产业投资平台——草根知本集团宣布正式进入宠物领域。这几乎是新希望内部一次最大的跨界,而草根知本集团董事长席刚称,新希望集团现有业务可以做延伸,所以布局宠物产业链是现有资源的合力利用。

这是继乳业、调味品、营养保健品、冷链物流之后,草根知本的再度扩容,席刚表示,这一扩容将进一步强化平台模式。而放在新希望的整体布局里来看,这是自新希望从饲料出发,拓展到养奶牛、养猪领域后在动物产业的又一次新布局。

瞄准萌宠经济

新希望是以动物饲料业起家,目前几乎是一家全产业链企业,有饲料、养殖、肉制品加工、下游的乳业等。在发展饲料主业的同时,新希望依靠其稳定的现金流和一些资本积累,抓住机遇参股投资银行、保险、信用担保等金融领域,并涉足房地产。之后又渗入下游肉食品、零售等行业。新希望还利用其长期在农业领域的经验优势和资本优势,强势进入了乳品产业,并设立投资平台,形成多方位、全产业链发展模式。

由此看来,宠物领域的布局,事实上是新希望现有资源的一种延伸。草根知本投资总监方佩透露,新希望内部在去年就已经有意向布局宠物领域,主要是因为宠物领域本身的市场在不断增长,其次是整个新希望集团在宠物相关领域的布局。

据相关统计数据显示,目前整个宠物行业在全球范围内已经达到700亿美元规模,每年在以4%的速度增长。

方佩称,在整个宠物产业版图里,主要是北美、欧洲为主的全球化公司,亚洲范围内以日本为主,中国还没有一家大品牌的宠物产业公司。

关于中国宠物市场的调研信息显示,到2015年,中国宠物市场规模已经达到900多亿元,2016年超过1000亿元。方佩认为,这是一个水草丰茂的领域。

从增长率来看,实际上中国的宠物行业处于快速增长期,也是大风口的行业,在前五年平均增长率超过了35%,对比美国市场,它们的增长只有4%。

据宠物美容协会的研究报告显示,美国作为全球最大以及最成熟的宠物消费市场,进入21世纪以后宠物行业增长趋于平稳。根据APPA数据统计及预测,2001至2014年美国宠物行业年均复合增长率为5.62%,预计未来几年仍将保持4%以上的增长速度,整体进入缓慢增长期。2015年美国宠物行业总产值约为600亿美元,2016年将达628亿美元。

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