Group 1 - The peach canned food industry is currently in a critical adjustment period, requiring companies to remain rational and calm in the face of raw material shortages and rising costs [1] - The meeting highlighted that the national peach raw material supply has been affected by weather, changes in planting structure, and infrastructure issues, leading to a certain degree of production reduction [2] - Panic buying of raw materials has been triggered by high demand from frozen food, milk tea, and dairy industries, resulting in soaring raw material prices and significant pressure on production cost control [2] Group 2 - The current economic situation is severe, with weak consumer demand and existing inventory levels in the industry [2] - New tariffs imposed by the U.S. are expected to further strain the industry, with reports of companies in South Africa applying for bankruptcy due to these tariffs [2] - Companies are facing production obstacles due to uncertainties in raw material supply and cost fluctuations, leading some to adjust production plans and slow down production pace [2] Group 3 - The industry is encouraged to adhere to market rules, strengthen self-discipline, and establish long-term stable relationships with raw material suppliers to ensure stable supply and quality [3] - Companies should explore innovation by optimizing production processes, expanding sales channels, and enhancing product value to alleviate the pressure from rising costs [3]

Core Insights - In the first half of the year, the China Council for the Promotion of International Trade approved 1,418 overseas economic and trade exhibition projects, covering an exhibition area of 826,000 square meters [1] - A total of 54 organizing units have implemented exhibition projects in 44 countries and regions, with an actual exhibition area of 382,000 square meters and over 23,000 participating enterprises [1] - There is a notable increase in participation from emerging markets, with the number of Chinese exhibitors in ASEAN and Latin America accounting for 39.8% of the total, an increase of 8.5 percentage points compared to the same period in 2024 [1] Industry Trends - Emerging industries are showing a sustained increase in overseas exhibition participation, particularly in fields such as electronic information, artificial intelligence, green low-carbon technology, and intelligent manufacturing [1] - Chinese enterprises showcased their independent innovation achievements in key international technology exhibitions, contributing to the expansion of exports of high-tech and high-value-added products [1] - At the European International Smart Energy Exhibition, the number of Chinese participating enterprises increased to 850, with organizers and professional visitors expressing admiration for China's international leadership in the new energy sector [1] Overall Performance - The overall operation of overseas exhibition work in the first half of the year has been stable, with a more diverse range of participating industries, continuous expansion of participating regions, and steady improvement in the quality of participating enterprises [2] - There has been a significant enhancement in the sense of gain for enterprises involved in these exhibitions [2]

本报讯 近日，为期四天的2025国际低空经济博览会在国家会展中心（上海）闭幕。这场以"启航低空经 济，赋能千行百业"为主题的国际性展会，汇聚了近300家参展商，覆盖无人机、eVTOL（电动垂直起 降飞行器）、飞行汽车、低空基础设施等低空全产业链，展出面积达6万平方米，多项战略合作达成， 预示着低空经济从技术探索迈向规模化商业应用。 同时，本届博览会还通过比赛、表演、集市等丰富多样的体验形式，让前沿技术触达公众生活，推动低 空经济从产业端向消费端延伸。 （宗 禾） 在众多展品中，多款创新产品引发广泛关注。中国邮政研发的纵列式双旋翼物流无人机亮相，以260公 斤的超大载重能力打破大型物资运输瓶颈，其独特设计有效解决了传统机型配平难题；峰飞航空带来的 5座载人eVTOL"盛世龙"引发关注，这款机型已进入商业化筹备阶段，计划于2026年正式投入运营；维 新宇航则全球首发3吨级医疗救援eVTOL，凭借专业化设计为空中急救搭建起高效转运通道，填补了同 类场景的装备空白。 本届博览会堪称全球低空科技创新的"竞技场"，集中展示了201架低空航空器（含模型），全方位展现 了低空经济领域的前沿技术与硬核实力。 ...

Core Insights - The leather industry in China is facing challenges with a decline in revenue and profit in the first half of 2025, with total revenue at 394.98 billion yuan, down 1.2% year-on-year, and total profit at 15.78 billion yuan, down 8.7% [1] - The export and import totals for the leather industry have also decreased, with exports at 43.23 billion USD, down 7.8%, and imports at 7.53 billion USD, down 13.6% [1] - The industry is undergoing a digital transformation, focusing on high-quality development through smart and green initiatives, as emphasized by industry leaders [2] Industry Performance - In the first half of 2025, the leather, fur, feather, and footwear industries reported a total revenue of 394.98 billion yuan, reflecting a year-on-year decrease of 1.2% [1] - The total profit for the same period was 15.78 billion yuan, which is an 8.7% decline compared to the previous year [1] - The total import and export value of the leather industry has been shrinking, with a trade surplus of 35.7 billion USD, down 6.5% year-on-year, accounting for 6.1% of the national trade surplus [1] Digital Transformation and Future Outlook - The leather industry is entering a new phase characterized by platformization and ecological digital transformation, with a focus on chain transformation and integration of various sectors [2] - Industry leaders highlight the importance of leveraging national policies, new retail models, and technological innovation to accelerate the transition towards high-end, intelligent, and green development [2] - The industry is seen as having a long-term positive outlook despite current challenges, with a complete and well-supported supply chain [2]

Core Points - The State Administration for Market Regulation has implemented the "Compliance Guidelines for Charging Behavior of Online Trading Platforms" to regulate the fees charged by platforms to their operators [1][2] - The guidelines emphasize reducing the burden on operators, enhancing self-discipline among platforms, and standardizing charging practices [1] - Platforms are required to establish compliance management responsibilities and mechanisms to identify and assess risks related to unreasonable charges [1] Summary by Sections - **Charging Principles**: The guidelines advocate for lowering the financial burden on platform operators and enhancing compliance self-regulation [1] - **Compliance Management**: Platforms must establish a compliance management organization, appoint compliance personnel, and integrate regulatory systems into their internal compliance frameworks [1] - **Public Disclosure**: Platforms are mandated to publicly disclose their charging rules prominently on their homepage and must seek public opinion before modifying these rules [1] - **Prohibited Practices**: The guidelines prohibit platforms from charging operators multiple times, charging without providing services, or imposing fees for basic operational data [2] - **Price Discrimination**: Platforms are not allowed to engage in price discrimination against operators with similar transaction conditions [2]

凭借这样的全方位提升，爱玛科技已在外卖、快递、代驾等领域布局成熟解决方案，并与口味王等企业达 成合作。此次为京东家政定制的"爱玛爱朵京东定制版"电动车，更是秉持"时尚为纲，科技为本"的品牌核 心，依托爱玛成熟的技术体系与市场洞察所打造。"好的工具会让手艺发光，车轮丈量的不仅是里程，更是 我们对美好生活的承诺"。正如爱玛科技集团电动车事业部渠道市场部总监胡小双在现场致辞中所表达的那 样，通过与京东家政的合作，爱玛科技希望不仅赋能行业，更让每一位家政服务者感受到：爱玛科技的 车，是为从业者们的"高效生意"而造，更是为"职业尊严"而造。 7月31日，在京东集团北京总部，爱玛科技与京东共同举办了京东家政指定用车交车仪式。在京东电动自行 车自营业务采销总监梁申义、京东家政劳动者保障组负责人齐英、爱玛科技集团电动车事业部渠道市场部 总监胡小双、爱玛科技集团电动车事业部商用产品线总监林瀚资等双方领导的见证下，十位购买指定用车 的家政阿姨现场驾驶"爱玛爱朵京东定制版"踏上"征程"，这不仅象征着爱玛科技与京东在商用电动车领域踏 出了坚实的一步，更为未来的深度合作奠定了坚实基础。 作为从业者的"核心装备"，以家政电动车为代表的商 ...

在居民健康需求持续升级的背景下，中成药企业正通过研发创新拓展发展空间。近日，嘉应制药与北京 民康百草、广东国标、苏州源创等多家机构签署研发合作协议，深度参与多款创新药与仿制药项目研 发，以多元化产品布局推动企业创新发展。 此次合作是嘉应制药"4+4"战略的重要落地举措。公司新一届董事会将新药研发与新品引进列为战略核 心，旨在以中药创新为根基，同步拓展化学药仿制药领域。通过整合校企研发资源，嘉应制药正构 建"中药特色+化药创新"的产品矩阵，既发挥"客药"品牌在中成药领域的优势，又通过高端仿制药布局 切入高潜力治疗市场。 据公司透露，未来将以新产品开发为契机，强化核心品类在医院、OTC及新零售渠道的渗透，推动"客 药"品牌从产品输出向健康解决方案供给升级。这一研发合作布局不仅拓展了产品线，更通过差异化竞 争策略增强了企业在创新药领域的长期发展动能。 根据合作协议，嘉应制药将承接化学药比拉斯汀片剂及JH002项目的技术转让，并启动JH003、JH004高 端仿制药项目的联合开发。 其中，比拉斯汀作为新一代长效抗组胺药，主要用于缓解过敏性鼻炎、荨麻疹等症状。市场数据显示， 2023年全国抗组胺药物在医院端与零售药店端 ...

Group 1 - The implementation of the childcare subsidy policy is set to begin on January 1, 2025, providing a subsidy of 3,600 yuan per child per year for children under three years old, which is expected to stimulate consumption and improve economic development [1][2] - The central government will cover approximately 90% of the subsidy costs, with an estimated total expenditure of around 1,000 billion yuan annually, including 900 billion yuan from the central government and 100 billion yuan from local governments [2][3] - The subsidy is anticipated to increase disposable income for families with infants, positively impacting sectors such as baby products, milk powder, toys, and clothing [5][6] Group 2 - The childcare subsidy is expected to enhance consumer willingness and ability, with a projected increase in family consumption propensity by 0.2 percentage points due to the additional income [3] - The maternal and infant industry is projected to experience significant growth, with the market size expected to reach 4.2 trillion yuan in 2024 and surpass 5 trillion yuan in 2025, indicating a compound annual growth rate of over 15% [6] - Specific sectors such as dairy products, maternal and infant retail, baby products, and postpartum care services are expected to benefit the most, with some areas like postpartum care potentially seeing growth rates exceeding 30% [6]

Group 1: Cross-Border E-Commerce Growth - In the first half of the year, China's cross-border e-commerce imports and exports reached approximately 1.32 trillion yuan, a year-on-year increase of 5.7% [1] - Exports accounted for about 1.03 trillion yuan, growing by 4.7%, while imports were around 291.1 billion yuan, increasing by 9.3% [1] - Despite a slowdown compared to the 10.5% growth rate expected for the first half of 2024, the current growth reflects the resilience and development potential of China's cross-border e-commerce industry [1] Group 2: Market Diversification Strategies - Cross-border e-commerce companies are adopting diversified market strategies to maintain growth amid changing external conditions [2] - Companies are increasingly focusing on emerging markets, with significant traffic growth reported in regions such as the Middle East, Latin America, Africa, Europe, and South Asia, all exceeding 40% year-on-year [2] - In May, traffic from the Middle East surged by 59%, while Africa and Latin America also saw increases of over 50% [2] Group 3: Emerging Market Opportunities - Many foreign trade companies have successfully tapped into emerging markets, with notable examples including Shanghai Kairui Industrial Co., which secured a large order from Sweden [3] - Data from the Global Trade and Industry Growth Laboratory indicates that China's B2C cross-border e-commerce exports to ASEAN grew by 75%, and exports to Russia increased by 146.9% [3] - Among the top ten trading partners, eight maintained year-on-year growth, with ASEAN leading in both export scale and growth rate at 338% [3] Group 4: Transition to Agile Models - China's cross-border e-commerce is shifting focus to meet domestic consumption upgrade demands and enhance consumer experience [4] - The sector is advised to expand into emerging markets, optimize supply chains, and increase product value to mitigate risks and enhance competitiveness [4] - Experts suggest that companies should prioritize quality growth, focusing on profit margins, product premium capabilities, and brand value rather than merely scaling up [4][5] Group 5: Compliance and Integration - As cross-border e-commerce's global influence grows, Chinese companies need to improve compliance with product standards, trade rules, and competition policies [5] - There is a call for better integration between cross-border e-commerce and supply chains, transitioning from traditional order production to agile, small-batch models [5] - This shift aims to promote synergy between traditional foreign trade enterprises and cross-border e-commerce, facilitating the development of suitable products and manufacturers [5]

Core Insights - The "Implementation Plan for Promoting Agricultural Product Consumption" serves as a significant boost for the food industry, providing policy guidance and growth opportunities for the entire supply chain transformation [1] Supply Side Optimization - The plan emphasizes optimizing product structure on the supply side, accelerating the construction of high-standard farmland, and promoting the development of green and high-quality agricultural products, which will enhance the stability and quality assurance of raw materials for the food industry [1] - This initiative addresses past challenges such as the difficulty in scaling high-quality products and the disparity in pricing for premium products, laying a solid foundation for brand food companies to achieve product differentiation and health-oriented offerings [1] Innovation in Distribution - The plan highlights the need for innovative agricultural product distribution methods, including fostering leading cold chain logistics companies, developing origin distribution centers, and promoting county-level e-commerce live streaming, which supports food companies in building more efficient raw material procurement and supply chain systems [1] - This innovation will help bridge the gap from "field to table," enhancing the overall distribution efficiency [1] Dairy Industry Impact - The dairy sector, characterized by a long industrial chain and strong cold chain dependence, is expected to experience both opportunities and challenges from the policy [2] - The emphasis on optimizing the supply side necessitates that raw milk production transitions towards green, standardized, and scaled operations, prompting leading dairy companies to extend upstream and engage in the construction of breeding bases [2] - The market activation initiatives will foster innovation in dairy products, with new categories such as children's milk, functional milk, and plant-based dairy products gaining traction [2] Baking Industry Transformation - The baking industry, reliant on a variety of agricultural products, will benefit from the policy's focus on promoting agricultural branding and refined processing, allowing baking companies to create regional raw material specialties and high-end baking routes [3] - The strengthening of the cold chain logistics and prepared food distribution system will support various business models, enabling baking brands to transition from "baking shops" to "cold chain food companies" [3] - The plan encourages diverse agricultural product consumption models through initiatives like "Internet+" and community group buying, creating a new logic where "origin is brand, product is scene" [3] Sustainability and Technology - The plan is set to propel the food industry towards sustainability and technological advancement, with policies aimed at expanding green agricultural product consumption and promoting ready-to-eat meals in communities [4] - The use of big data and e-commerce platforms for precise supply-demand matching will facilitate a shift from mass production to personalized customization and flexible supply [4] - This represents an opportunity for food companies to reconstruct their value chains while also posing challenges regarding professional capabilities and industry integration [4] Overall Industry Implications - The "Implementation Plan" aims to expand consumption on the demand side while enhancing quality, reducing costs, and optimizing structure on the supply and distribution sides [4] - It releases not only the consumption potential of agricultural products but also systemic momentum for the transformation and upgrading of the food industry, marking a significant policy pivot towards healthier, safer, and more sustainable development in China's food sector [4]