便利店的冰柜里，传统工业啤酒正悄悄让位给金星毛尖、金星冰糖葫芦等精酿——这些贴着"中式 精酿"标签的啤酒，成为今夏年轻人的首选"快乐水"。 上线一个月，抖音话题量突破1亿，直播间销量突破26吨——冰糖葫芦精酿延续了金星茶啤的爆款 神话。小红书平台上，"中式精酿"相关笔记超2万篇，话题热度突破500万。 全国爆火，10个月卖了1亿瓶 公开数据显示，中国啤酒产量已连续三年下滑，2024年产量同比再降0.6%。当工业啤酒巨头还在 存量市场中厮杀时，金星中式精酿的破局路径让行业看到了新可能。 金星啤酒集团副董事长张峰透露：中式精酿系列上市10个月，产销规模已达10万吨（约1亿瓶）， 覆盖全国31个省份，采购茶叶45万斤，上缴税金1.2亿元。 这款诞生于啤酒淡季的产品开局即爆。2024年8月，金星信阳毛尖精酿在抖音直播间低调上市，意 外引爆抢购热潮。线上火爆直接带动线下招商，传统渠道经销商主动上门，短短数月完成全国布局。 精酿革命，不止概念堆砌 尽管行业还在摸索，然而模仿者的低价攻势已悄然涌向市场。目前，市场上的模仿品类层出不穷， 产品质量自然参差不齐。对此，张峰表示："这很正常。我们乐见产业共同做大这一品类的规模。整 ...

Industry Overview - The spicy snack market is rapidly transforming the consumer landscape, becoming one of the fastest-growing segments in the food industry, with a projected annual compound growth rate of approximately 9.6% from 2022 to 2026, which is 1.6 times the overall food industry growth rate [1] Company Developments - Weidong, a leading brand in the spicy snack market, recently held a product tasting event where it launched new products such as sesame-flavored konjac snacks and spicy crayfish-flavored snacks [1] - The company announced the official production of its seventh-generation konjac snack production equipment, which has nearly doubled production efficiency compared to the sixth generation [1] Technological Innovations - The seventh-generation konjac production line features a revolutionary design that condenses four core processes—dissolving, forming, seasoning, and packaging—into a 16,000 square meter double-layer space, reducing the footprint by half while achieving a doubling of production capacity and an 80% increase in efficiency [1][2] - Automation upgrades and integrated design in the production process have increased the capacity of each cutting machine from 1.3 tons to 3 tons per hour, more than doubling efficiency [2] Product Development - The new sesame-flavored konjac snack emphasizes a "less spicy but flavorful" consumption proposition, aligning with health trends and consumer preferences for layered flavors and lower burdens [3] - The spicy beef-flavored snack combines a five-spice marinade and a golden ratio of four regional spices, enhancing consumer enjoyment [3]

Core Viewpoint - China Energy Construction Overseas Investment Co., Ltd. (referred to as "Energy Construction Overseas Investment") has successfully signed multiple agreements during the Second China-Central Asia Summit, highlighting its commitment to sustainable energy projects in Central Asia [1][3]. Group 1: Project Agreements - Energy Construction Overseas Investment signed a power purchase agreement for a 300MWac solar energy storage project in Turkestan and a shareholder agreement for a 500MW wind energy storage project in Karaganda [1][3]. - The 300MWac solar energy storage project is the first of its kind in Kazakhstan, aimed at enhancing the stability and safety of the local power energy system [3]. Group 2: Investment in Renewable Energy - The company has invested in several energy storage projects in Uzbekistan, including the Oz and Lochi energy storage projects, each with a capacity of 150MW/300MWh and a total investment of approximately $280 million [2]. - These projects are expected to commence commercial operations in 2024, contributing to the stability of the local energy system and supporting large-scale renewable energy integration [2]. Group 3: Cement Production and Economic Contribution - Energy Construction Overseas Investment has also developed the Samarkand Cement Project, which is the largest and fastest cement production line in Central Asia, with an annual production capacity of approximately 3 million tons [2]. - This project significantly enhances the green cement supply capacity in Uzbekistan and continues to export to neighboring countries like Kazakhstan and Afghanistan [2]. Group 4: Strategic Collaborations - A memorandum of understanding for hydrogen energy research and innovation was signed among Energy Construction Overseas Investment, Shanghai Jiao Tong University, and Kazakhstan's National Nuclear Center, focusing on new hydrogen production technologies [3]. - The collaboration aims to establish a Central Asia hydrogen research center and promote joint efforts in research, laboratory construction, and international talent exchange [3].

"这说好的减免政策怎么就执行不了呢？"不久前，一些老年读者向半月谈记者反映，宁夏"60岁以上老年人就医免收挂号费"惠民政策出台多年，但医院普 遍不执行，老年人就医挂号仍要交挂号费。他们希望半月谈记者帮忙搞清楚，其中到底出了什么问题，难道惠民政策成了难以兑现的"空头支票"？半月谈 记者随即展开调查，结果却出乎预料。 当年，宁夏回族自治区第十二届人民代表大会常务委员会第七次会议修订通过了《宁夏回族自治区老年人权益保障条例》，其中第五章第三十三条第二款 明确，老年人到医疗机构就医可优先挂号、就诊、交费、取药、住院，并免收挂号费。该《条例》适用于自治区行政区域内60岁以上老年人，自2019年1 月1日起正式施行。 2019年1月，自治区卫生健康委为落实《条例》，下发了《自治区卫生健康委办公室关于落实老年人就医免收挂号费等优待政策的通知》，要求各级各类 公立医疗机构立即执行，对就医的60岁以上老年人免收挂号费，并提供相应的优待服务。 看来，"60岁以上老年人就医免收挂号费"一事确有出处。随后，半月谈记者实地走访了银川市多家公立医院的挂号窗口。在现场，前来就医的老年人在挂 号时仍在交几元到几十元不等的"挂号费"。半月谈记 ...

Economic Overview - The national economy maintained stable operation in May, supported by more proactive macro policies, with stable production demand and overall employment situation [1] Industrial Performance - The industrial added value above designated size increased by 5.8% year-on-year in May, with a month-on-month growth of 0.61% [2] - The equipment manufacturing industry saw a 9.0% year-on-year increase, while high-tech manufacturing grew by 8.6%, outperforming the overall industrial growth by 3.2 and 2.8 percentage points respectively [2] - Key products such as 3D printing equipment, industrial robots, and new energy vehicles experienced significant production growth of 40.0%, 35.5%, and 31.7% year-on-year [3] - From January to May, the industrial added value increased by 6.3% year-on-year [3] Service Sector - The service production index rose by 6.2% year-on-year in May, accelerating by 0.2 percentage points compared to the previous month [4] - The service sector's business activity index was at 50.2 in May, up by 0.1 percentage points from the previous month, while the business activity expectation index rose to 56.5 [5] - From January to May, the service production index increased by 5.9% year-on-year [5] Consumer Spending - The total retail sales of consumer goods reached 41,326 billion yuan in May, marking a 6.4% year-on-year increase, which is 1.3 percentage points higher than the previous month [6] - Online retail sales amounted to 60,402 billion yuan, growing by 8.5% year-on-year, with physical goods online retail sales at 49,878 billion yuan, a 6.3% increase [6] Investment Trends - Fixed asset investment (excluding rural households) totaled 191,947 billion yuan from January to May, with a year-on-year growth of 3.7% [8] - Infrastructure investment grew by 5.6%, while manufacturing investment increased by 8.5%. However, real estate development investment declined by 10.7% [9] Trade Performance - The total value of goods imports and exports reached 38,098 billion yuan in May, with a year-on-year growth of 2.7% [10] - Exports were 22,767 billion yuan, up by 6.3%, while imports decreased by 2.1% [10] Employment Situation - The urban surveyed unemployment rate was 5.0% in May, a decrease of 0.1 percentage points from the previous month [11][12] - The average urban surveyed unemployment rate from January to May was 5.2% [12] Price Trends - The Consumer Price Index (CPI) fell by 0.1% year-on-year in May, while the core CPI, excluding food and energy, rose by 0.6% [13] - The Producer Price Index (PPI) decreased by 3.3% year-on-year in May [13]

Core Insights - The article highlights SANY Group's significant advancements in the African renewable energy market, particularly through its subsidiary SANY Silicon Energy, which is implementing integrated energy solutions across the continent [1][3][4]. Group 1: Company Developments - SANY Group has established SANY Silicon Energy in 2022 and is now leading microgrid projects in Africa, focusing on solar, storage, and diesel power solutions [1][3]. - The company has achieved a rapid project turnaround, with a notable example being a project in Zambia that went from signing to production in just 120 days [3][4]. - SANY's innovative microgrid solutions have reduced operational costs significantly, with one project reportedly cutting energy costs to one-third of previous expenses [4][6]. Group 2: Market Position and Strategy - SANY Group has developed a complete photovoltaic industry chain within nine months, covering everything from monocrystalline silicon to battery production [6]. - The company has a strong presence in Africa, with cumulative sales exceeding 20 billion RMB and over 23,000 units of equipment sold, making it the leading Chinese construction machinery exporter to Africa [7][8]. - SANY is also planning to establish a manufacturing base in South Africa to enhance local production and employment, aiming for over 50% local employee representation [8][9]. Group 3: Future Prospects - The company is committed to fostering local supply chains and enhancing the renewable energy sector in Africa, with ongoing projects showing promising growth [9]. - SANY's strategy includes not only exporting products but also developing local industries, which is expected to create over 5,000 job opportunities in Africa [8][9].

Core Viewpoint - The 137th Canton Fair highlights the resilience of the Chinese home appliance industry amidst the ongoing tariff challenges from the U.S., with large enterprises showing better preparedness and adaptability compared to smaller firms [1][3][5]. Group 1: Impact of Tariffs on Large Enterprises - Large home appliance companies have limited exposure to U.S. tariffs due to strategic planning and diversified supply chains, with many having established manufacturing bases in emerging markets [4][5]. - For instance, Midea Group reported a revenue of 409.1 billion yuan and a net profit of 38.5 billion yuan for the year ending December 31, 2024, with a low revenue share from the U.S. market [4]. - Haier Smart Home achieved an overseas revenue of 143.814 billion yuan in 2024, marking a year-on-year growth of 5.43%, with significant growth in emerging markets [4]. Group 2: Adaptation Strategies of the Industry - The home appliance industry has proactively adjusted to tariff impacts by shifting production capacities and exploring new markets, reducing reliance on the U.S. market [5][6]. - Companies like TCL and Hisense have minimized direct exports to the U.S. by utilizing production facilities in Mexico and Southeast Asia, thus mitigating tariff impacts [5][6]. - The overall export value of China's home appliance industry reached 112.42 billion USD in 2024, with exports to the U.S. accounting for 20.71 billion USD, reflecting a 4.3% year-on-year increase but a reduced share of total revenue [5]. Group 3: Challenges Faced by Small Enterprises - Smaller home appliance companies are facing significant challenges due to their heavy reliance on the U.S. market, with many experiencing customer defaults on orders [7][8]. - The Canton Fair has introduced initiatives to assist small enterprises in finding new clients, particularly in countries involved in the Belt and Road Initiative [8][9]. - Experts suggest that small enterprises should adjust their strategies by expanding overseas production and tapping into domestic markets through e-commerce platforms [9].

Core Viewpoint - The People's Bank of China (PBOC) is implementing a series of monetary policy measures to ensure sufficient liquidity in the banking system, particularly in June, which is a critical period for liquidity assessment due to the maturity of interbank certificates of deposit and other factors [1][6]. Group 1: Monetary Policy Actions - On June 16, 2025, the PBOC will conduct a 400 billion yuan reverse repurchase operation with a six-month term to maintain liquidity [1]. - In June, the PBOC has conducted a total of 1.4 trillion yuan in reverse repurchase operations, including a 1 trillion yuan operation on June 6 [4][7]. - The PBOC's early announcement of reverse repurchase operations in June is aimed at creating a stable liquidity environment for the month [6]. Group 2: Market Impact and Expectations - The net injection of liquidity in June is expected to be 200 billion yuan, with 500 billion yuan from three-month reverse repos and 300 billion yuan from six-month reverse repos [7]. - Analysts predict that the government's bond issuance pressure in June may be lower than in May, but the PBOC will continue to provide liquidity support through various tools [7][8]. - The PBOC's recent measures, including interest rate cuts and structural monetary policy tools, are anticipated to enhance credit availability for enterprises and households, thereby reducing financing costs in the real economy [8]. Group 3: Transparency and Policy Communication - The PBOC has increased the transparency of its monetary policy operations by releasing an operational status table for various tools, which helps stabilize market expectations [6][7]. - The shift from announcing operations at the end of the month to early announcements reflects a more proactive approach to liquidity management [6].

本刊记者 周琦 最近，"韦神"韦东奕又火了。 高考前夕，他在抖音平台发布了一则时长仅4秒的自我介绍视频，瞬间引发全网关注，账号粉丝量几天内便突破2300万。 | 7 D | | --- | | 33岁 | | 国 | | 已实名 | | 北京 · 海淀 | | 北京大学 | 韦东奕的"出圈"历程很偶然。2021年高考前，他因一段为学子加油的采访视频进入公众视野。当时，他头发蓬乱，怀抱大瓶矿泉水、手拎一袋馒 头——这种"大智若愚"的朴素形象，一下戳中了流量爆点。 此后，在网络聚光灯下，韦东奕的学术履历、生活细节乃至外貌特征都被一一"开盒"。有人热衷于挖掘他"15岁国际奥数金奖""8年本硕博连读"的 过往，也有人对其日常饮食、社交习惯津津乐道。 一些人嗅到了商机，开始抢注"韦东奕"相关商标，分类涉及服装鞋帽、广告销售、教育娱乐等，虽已被驳回，但资料显示，"韦神"已被多方成功 注册。 还有一些荒诞传言不胫而走，诸如"哈佛为其破校规""六代战机依赖其公式"等，这些脱离事实的"造神"叙事，将严谨的学术探索异化为娱乐化谈 资。这些真真假假、纷纷扰扰的喧嚣，对韦东奕和北大而言，都是严重的打扰甚至冒犯。 据韦东奕堂哥透露，此 ...

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