玛氏10亿美元投资人工智能与线上业务，美国东海岸港口罢工或影响全球宠物行业，全球宠物行业周报2024年10月8日

据《财富》报道，玛氏宠物护理公司可能在未来三年内投资10亿美元，其中70%将用于招聘、提升技能和引入第三方，以增加公司宠物食品品牌的在线定位。其余大部分投资计划用于生成式人工智能、数据管理、电子商务和其他新兴技术。

玛氏还计划利用这笔资金扩大其电动汽车车队。玛氏计划到 2025年在欧洲推出300辆电动卡车。玛氏与瑞典初创公司 Einride合作采购这些车辆。

利用这10亿美元，玛氏的目标是到2030年使数字销售额在现有水平上翻一番。

除了投资之外，玛氏还重组了领导层。宠物部门的首席信息官不再向部门总裁汇报，而是向首席财务官汇报。这一转变旨在鼓励采用新技术，而不是像以前那样在管理 IT 运营时优先考虑节约成本。

Mars Petcare may invest US$1 billion during the next three years to hire 300 more tech workers and enhance its digital presence, Fortune reported.

Mars representatives told Fortune that 70% of that US$1 billion was earmarked for hiring, upskilling, and bringing in third parties to increase the online orientation of the company’s pet food brands. Much of the remainder of the investment is planned for generative AI, data management, e-commerce and other emerging technologies.

Mars also plans to use the funds to expand its electric vehicle fleet. Mars plans to put 300 electric trucks on the road in Europe by 2025. Mars sources the vehicles in a partnership with Swedish startup Einride.

With the US$1 billion, Mars aims to double digital sales by 2030 from today’s level.

Along with the investment, Mars also restructured its leadership. Chief information officers in the pet division no report to division presidents, as opposed to chief financial officers. The shift is meant to encourage the adoption of new technologies rather than the previous approach of prioritizing cost savings when managing IT operations.

狗粮鲜粮订购品牌Ollie收购了DIG Labs。DIG Labs是一家人工智能诊断公司，专门从事实时宠物健康筛查，包括粪便分析、体重管理等。此外， Ollie还推出了新的 Foodback Loop，这是一种专有的数据驱动流程，旨在增强产品开发和喂养算法，让狗狗更健康。DIG Labs 联合创始人 Tara Zedayko 将加入Ollie担任首席科学官，负责监督 Foodback Loop 计划、研究和产品创新。

Ollie, a fresh dog food subscription company, has acquired DIG Labs, an AI-powered diagnostic firm specializing in real-time pet health screenings, including stool analysis, weight management and more. In addition, Ollie is introducing its new Foodback Loop, a proprietary data-driven process designed to enhance product development and feeding algorithms for healthier dogs. DIG Labs cofounder Tara Zedayko will join Ollie as chief scientific Oofficer, overseeing the Foodback Loop initiative, research and product 

10 月 1 日，美国东部和墨西哥湾沿岸港口的 45,000 多名码头工人开始罢工，美国动物保护协会 (AFIA) 警告称，罢工将带来长期的经济影响、潜在的动物食品供应问题，并导致农民和宠物主人的成本不断上升。动物食品行业将面临用于生产牲畜和宠物食品的基本原料、设备、包装和其他商品供应减少的问题。

After more than 45,000 dockworkers at East and Gulf Coast ports began their strike on October 1, the AFIA warned of long-term economic repercussions, potential animal food supply issues and escalating costs for farmers and pet owners.The U.S. animal food industry would have faced reduced supplies of essential ingredients, equipment, packaging and other goods used in the production of livestock and pet food.

总部位于新加坡的人工养殖海鲜技术领导者Umami Bioworks已与韩国生物技术公司 K-Cell Biosciences 和生物工艺解决方案提供商 WSG 合作，在韩国开发人工养殖海鲜的可持续生产渠道。该合作伙伴关系于 9 月签署了一份谅解备忘录 (MOU)，旨在为从细胞中培育的海鲜创建可扩展的生产系统，为传统捕鱼提供可持续的替代方案。

Umami Bioworks, a leader in cultivated seafood technology based in Singapore, has teamed up with South Korean biotech firm K-Cell Biosciences and bioprocess solutions provider WSG to develop a sustainable production pipeline for cultivated seafood in South Korea. The partnership, formalized by a Memorandum of Understanding (MOU) signed in September, aims to create scalable production systems for seafood grown from cells, offering a sustainable alternative to traditional fishing.

LanzaTech Global是一家专门将废碳转化为可持续燃料和材料的碳回收公司，该公司宣布计划扩大其生物精炼平台，包括生产 LanzaTech 营养蛋白 (LNP)，这是一种微生物蛋白，可为宠物食品和动物饲料提供植物和动物蛋白的替代品。LNP 生产还可以在全球范围内进行，不受天气条件的影响，并有可能解决全球粮食安全问题。

LanzaTech 即将完成其 LNP 在动物饲料（包括宠物食品）中的试验，并正在努力获得美国食品药品管理局 (FDA) 的“一般公认安全” (GRAS) 认证，用于人类食品。该公司正与各种合作伙伴合作探索 LNP 的创新应用，包括与水产养殖技术中心合作进行鱼饲料测试，以及与食品创新公司 Mattson 合作为冰沙、无乳奶酪和面包制作食品原型。

LanzaTech Global, a carbon recycling company specializing in transforming waste carbon into sustainable fuels and materials, announced plans to expand its biorefining platform to include the production of LanzaTech Nutritional Protein (LNP), a microbial protein offering an alternative to plant and animal-based proteins for pet food and animal feed.

LanzaTech announced its plans to expand its gas fermentation platform to produce large quantities of LNP, addressing the growing global demand for protein as the world population is projected to reach 10 billion by 2050. The company estimates that an additional 250 million metric tons of protein will be required annually, and LanzaTech aims to meet this need without straining land, water resources, or biodiversity.

美国食品药品管理局将把兽医中心内的新动物药物评估办公室(ONADE)重组为两个独立的办公室，分别负责原产动物产品和仿制药的上市前评估。重组将于10月20日实施。

he U.S. Food and Drug Administration will reorganize the Office of New Animal Drug Evaluation within the Center for Veterinary Medicine into two separate offices that will handle pre-market evaluation of originator animal products and generic drugs. The reorganization implementation will take place October 20.

FDA对发酵生鲜宠物食品品牌ANSWERS的牛肉配方狗粮、纯牛肉配方狗粮和纯鸡肉配方狗粮样品进行了检测，结果显示含有沙门氏菌 和李斯特菌，随后这些批次的产品已被召回。

ANSWERS' Detailed Beef Formula for Dogs, Straight Beef Formula for Dogs and Straight Chicken Formula for Dogs were recalled after the FDA tested samples of the brand's pet food, which tested positive for Salmonella and Listeria.

根据最近的 Packaged Facts 报告，美国宠物补充剂市场经历了显著增长，销售额超过 27 亿美元。随着网上销售的增加以及对专用补充剂的需求预计会增加，该领域将持续增长。

狗用产品占据市场主导地位，占销售额的 77%，其次是猫用补充剂，占 21%。报告称，人们对宠物健康和保健的关注度不断提高，尤其是对行动能力、皮肤和毛发健康以及焦虑等问题的关注，推动了这一增长。人们对宠物肥胖和老龄化的担忧日益增加，也推动了对健康补充剂的需求。Packaged Facts 的调查结果显示，行动能力/髋关节和关节补充剂是最常购买的补充剂类型。

According to a recent Packaged Facts report, U.S. pet supplement market has experienced significant growth, with sales exceeding $2.7 billion. The pet supplement space continues to grow with online sales increasing and demand for specialized supplements expected to rise.

Supplement for dogs dominates the market, making up 77% of sales, followed by cat supplements at 21%. The growing focus on pet health and wellness, particularly for issues like mobility, skin and coat health, and anxiety, is fueling this rise, said the report. Increased concerns about pet obesity and aging pets have also boosted demand for health supplements. Packaged Facts survey results show that mobility/hip & joint supplements are the most frequently purchased supplement type.

AgroBiothers 是一家专门生产配件、卫生和护理产品的公司，该公司以未披露的金额收购了丹麦狗美容品牌 KW，这是该公司两年内第二次在宠物护理领域进行收购。KW 以其优质的狗洗发水和清洁产品而广受认可。

AgroBiothers, which specializes in accessories, hygiene and care products, acquired the Danish dog grooming brand for an undisclosed sum, marking its second acquisition in the pet care sector within 2 years. KW is widely recognized for its premium dog shampoos and cleaning products.

英国加入全面与进步跨太平洋伙伴关系协定（CPTPP），将使出口到澳大利亚、文莱、加拿大、智利、日本、马来西亚、墨西哥、新西兰、秘鲁、新加坡和越南的宠物食品免关税。

The UK’s entry to the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) will make pet food tariff-free in Australia, Brunei, Canada, Chile, Japan, Malaysia, Mexico, New Zealand, Peru, Singapore, and Vietnam.

据比利时媒体报道，通用磨坊以4.36亿美元的价格收购了比利时高端天然宠物食品品牌Edgard & Cooper。

The American multinational scooped the Belgian business for $436 million (€389.5M), according to Belgian media.

今年5月，亚马逊在南非正式上线，提供宠物用品和配件等20个产品类别。虽然尚未推出宠物食品，但该平台为包括猫和狗在内的各种宠物提供服装、皮带、美容工具、保健产品、猫砂用品、训练工具、玩具、床、喂养用品等物品，涉及31个本地和国际宠物品牌，且还在持续增长。

In May this year, Amazon officially launched in South Africa, offering 20 product categories including pet supplies and accessories. Although pet food has not been launched yet, the platform provides items such as clothing, leashes, grooming tools, health products, cat litter supplies, training tools, toys, beds, and feeding supplies for various pets including cats and dogs. It involves 31 local and international pet brands and is still growing continuously.

Mordor Intelligence 报告称，2024年马来西亚宠物食品行业价值为3.173亿美元，预计到2029年将达到4.43亿美元。宠物营养品和补品是增长最快的产品类别。

马来西亚统计局2023年经济普查显示，当地宠物护理行业在 2022 年增长了25%，其中宠物护理服务业创收3850万马来西亚林吉特（880万美元），兽医行业创收2.197亿马来西亚林吉特（5030万美元）。

宠物销售额约贡献了6.994亿马来西亚林吉特（1.601亿美元），其中雪兰莪州和吉隆坡是增长的最大贡献者。

Mordor Intelligence reports that the Malaysian pet food industry was valued at $317.3 million in 2024 and is projected to reach $443 million by 2029. Pet nutraceuticals and supplements are the fastest-growing product category.

The Malaysian Statistics Department’s Economic Census 2023 shows the local pet care sector grew by 25% in 2022, with the pet care service sector generating MYR38.5 million ($8.8M) and the veterinary industry MYR219.7 million ($50.3M).

Sales of pets contributed an estimated MYR699.4 million ($160.1M), with Selangor and Kuala Lumpur being the top contributors to growth.

美国猫科动物从业者协会(AAFP)宣布现已更名为猫科兽医协会(FelineVMA)。这一变化代表了猫科动物保健和福祉的分水岭，因为它符合协会涵盖整个猫科兽医专业社区的战略方向。新名称和徽标是在9月27日举行的2024 AAFP年会主席致辞中宣布的。

The American Association of Feline Practitioners (AAFP) has announced that it is now renamed as the Feline Veterinary Association (FelineVMA). This change represents a watershed moment for feline health care and welfare as it aligns with the association's strategic direction to encompass the entire feline veterinary professional community. The new name and logo were announced during the president's address at the 2024 AAFP Annual Conference on September 27.

默沙东动物保健公司宣布扩展NOBIVAC NXT平台推出首款也是唯-一款针对猫白血病病毒的RNA颗粒技术疫苗。

Merck Animal Health announced the expansion of the NOBIVAC NXT platform with the launch of the first and only vaccine for feline leukemia virus using RNA particle technology.

Abinpet（巴西宠物产品行业协会）发布了2023年巴西宠物市场调研，2023年巴西宠物数量已经超过1.62 亿只，相比2022年增长520万只。宠物市场规模为687亿雷亚尔（约合126.33亿美元），同比2021年增长14%。其中宠物食品领域市场规模为381亿雷亚尔（约合70亿美元）。IPB和Abinpet预测，到2024年末，巴西宠物市场的营业额将达到770亿雷亚尔，约合141.59亿美元。

【Brazilian pet market is expected to exceed 12.6 billion US dollars this year】

Abinpet (Brazilian Association of the Pet Product Industry) released the 2023 Brazilian pet market research. In 2023, the number of pets in Brazil has exceeded 162 million, an increase of 5.2 million compared to 2022. The pet market size is 68.7 billion reais (about 12.633 billion US dollars), a 14% increase compared to 2021. Among them, the market size of the pet food field is 38.1 billion reais (about 7 billion US dollars). IPB and Abinpet predict that by the end of 2024, the turnover of the Brazilian pet market will reach 77 billion reais, equivalent to about 14.159 billion US dollars.

9月26日，深圳市市场监督管理局福田监管局发布公告称，正式印发《深圳市福田区支持宠物行业高质量发展若干措施(试行)》(简称“宠九条”)，以期聚焦宠物服务业这一可持续发展的朝阳产业，形成全要素产业链集群，打造华南宠物经济总部集聚区，助力宠物行业的高质量发展。

On September 26, the Futian Regulatory Bureau of the Shenzhen Market Supervision Administration announced that it officially issued the "Several Measures of Futian District, Shenzhen Municipality to Support the High-Quality Development of the Pet Industry (Trial)" (referred to as the "Nine Measures for Pets"). 

近日，江苏汉典生物科技股份有限公司出资500万元成立南京优湃宠物有限公司，持股100%，所属行业为其他服务业。

Recently, Jiangsu Handian Biotechnology Co., Ltd. invested 5 million yuan to establish Nanjing Youpai Pet Co., Ltd., holding 100% of the shares. The industry it belongs to is other service industries.

近日，杭州天元宠物用品股份有限公司出资420万元成立天元唯旺矿能源科技(辽宁)有限公司，持股60%，经营项目可能涉及饲料生产、卫生用品和一次性使用医疗用品生产、食品生产、食品添加剂生产。

此外，天元计划在越南投资设立全资子公司太平越旺有限公司，以推进“天元宠物越南宠物笼具项目”的实施。

Recently, Hangzhou Tianyuan Pet Products Co., Ltd. invested 4.2 million yuan to establish Tianyuan Weiwang Mineral Energy Technology (Liaoning) Co., Ltd., holding 60% of the shares. The business projects may involve feed production, production of sanitary products and disposable medical supplies, food production, and food additive production.

In addition, Tianyuan plans to invest in setting up a wholly-owned subsidiary, Taiping Yuewang Co., Ltd. in Vietnam to promote the implementation of the "Tianyuan Pet Vietnam Pet Cage Project".

福贝宠食发布消息称，旗下福源(福建)宠物食品有限公司(简称“福源工厂”)正式开机投产。

福源工厂项目用地100余亩，总投资5亿元，重点建设肉粉加工生产线与冻干、烘焙、罐头等多种产品生产线。

Fubon Pet Food announced that Fuyuan (Fujian) Pet Food Co., Ltd. (referred to as "Fuyuan Factory") under it has been officially put into operation.

The Fuyuan factory project covers an area of more than 100 mu, with a total investment of 500 million yuan. It focuses on building meat meal processing production lines and various product production lines such as freeze-drying, baking, and canned food.

近日，广东众宠生物与法姆灵国际达成战略合作伙伴关系，广东众宠公司正式成为法姆灵公司旗下知名宠物健康品牌Antinol的中国总代理;为便于市场宣传和品牌推广，Antinol在中国区域的中文名称将统一使用“安替诺”。

Recently, Guangdong Zhongchong Biology and Farmalin International have reached a strategic partnership. Guangdong Zhongchong Company has officially become the general agent in China for Antinol, a well-known pet health brand under Farmalin Company. 

2024年，全国各省市宠物医院总数量为3.26万家，相比2023年增长了2576家。其中宠物医院数量增长最多的省份是广东省，增长了371家宠物医院、其次是浙江省（增长284家）、江苏省（增长206家）、四川省（增长194家）、云南省（增长154家）。

2024年，北京以1189家宠物医院成为全国宠物医院数量最多的城市，成都以1139家宠物医院位列第二，上海以1002家宠物医院位列第三。其他拥有超过500家宠物医院的城市分别是：重庆、广州、深圳、杭州、天津、郑州、苏州、西安、东莞。

In 2024, the total number of pet hospitals in various provinces and cities across the country is 32,600, an increase of 2,576 compared to 2023. Among them, the province with the largest increase in the number of pet hospitals is Guangdong Province, with an increase of 371 pet hospitals. Followed by Zhejiang Province (an increase of 284), Jiangsu Province (an increase of 206), Sichuan Province (an increase of 194), and Yunnan Province (an increase of 154).

In 2024, Beijing became the city with the largest number of pet hospitals in the country with 1,189 pet hospitals. Chengdu ranked second with 1,139 pet hospitals, and Shanghai ranked third with 1,002 pet hospitals. Other cities with more than 500 pet hospitals are: Chongqing, Guangzhou, Shenzhen, Hangzhou, Tianjin, Zhengzhou, Suzhou, Xi'an, and Dongguan.

近日，台湾经济研究院(TIER)发布的一份最新数据显示，目前，中国台湾地区宠物食品行业市场规模已达308亿新台币。(约合9.67亿美元，人民币67.85亿元)

其中，宠物食品补充剂贡献了51亿新台币(约合1.61亿美元，人民币11.23亿元)，且类目增长速度远超过一般宠物食品细分品类。

Recently, according to the latest data released by the Taiwan Institute of Economic Research (TIER), currently, the market size of the pet food industry in Taiwan region of China has reached 30.8 billion New Taiwan dollars. (About 967 million US dollars, 6.785 billion yuan).

Among them, pet food supplements have contributed 5.1 billion New Taiwan dollars (about 161 million US dollars, 1.123 billion yuan), and the growth rate of this category far exceeds that of general pet food subcategories.