Core Viewpoint - The rising interest in intangible cultural heritage (ICH) among young people is driving a new wave of consumption, with many willing to pay for related products and experiences, reflecting a blend of cultural appreciation and modern consumer behavior [1][2][5]. Group 1: Youth Engagement with ICH - A significant portion of young consumers, 74.89%, have purchased ICH-related products or services, indicating a strong market for these offerings [1]. - Various forms of engagement include experiencing ICH techniques (71.59%), attending performances (55.56%), and purchasing products with ICH elements (54.59%) [2]. - The emotional value and cultural depth of ICH products are key motivators for youth spending, with 77.20% citing emotional satisfaction as a reason for their purchases [5]. Group 2: Innovative Approaches to ICH - New generations of ICH representatives, like Party Feihua, are creatively adapting traditional practices, such as shadow puppetry, to modern platforms like social media and gaming [2][10]. - The integration of ICH into contemporary consumer products, such as collaborations with popular brands, is seen as a successful strategy to attract younger audiences [10]. - The use of digital technologies, including VR and AR, is anticipated to enhance consumer experiences with ICH, making it more accessible and engaging [11]. Group 3: Market Challenges and Opportunities - Despite the enthusiasm, challenges remain, such as high prices (51.30%) and a lack of understanding or interest in ICH among some consumers [8]. - There is a demand for more diverse and practical ICH products, with 70.41% of respondents wanting increased variety and usability [8]. - The potential for ICH to transition from cultural heritage to modern fashion is highlighted, emphasizing the need for innovation and creative marketing strategies [11].

Group 1 - Yushu Technology has completed its share reform and is preparing for a potential Pre-IPO round of financing, with a valuation expected to exceed 10 billion but remain below 15 billion RMB [1] - The company has changed its name from Hangzhou Yushu Technology Co., Ltd. to Hangzhou Yushu Technology Co., Ltd., indicating readiness for an IPO, with considerations for listing in mainland China or Hong Kong [1] - Yushu Technology's new humanoid robot features 26 degrees of freedom and is priced below 10,000 USD, while previous models had 23 and 47 degrees of freedom respectively [1] Group 2 - According to Dongwu Securities' grassroots research, Yushu Technology's humanoid robots are expected to achieve shipments in the thousands by 2025, indicating accelerated industrialization [2] - Current robots possess operational capabilities for tasks such as combat and marathons, but their versatility is limited; future commercialization will depend on advancing large model evolution to enhance adaptability across various scenarios [2] Group 3 - Huari Precision has received small batch orders from Yushu Technology following initial sample testing [3] - Debang Technology's subsidiary, Suzhou Taijino, is supplying a thermal interface material to Yushu Technology, primarily for CPU chip cooling applications [3]

Investment Rating - The report indicates a neutral investment rating for the agricultural sector, with expectations of limited price fluctuations in the near term [76]. Core Insights - The agricultural sector index outperformed the Shanghai Composite Index, with a weekly increase of 0.91% [13][14]. - The report highlights the ongoing adjustments in the pig farming industry, with a focus on the profitability of leading companies amidst fluctuating prices [20][21]. - The poultry sector is experiencing price stabilization despite seasonal demand fluctuations, with potential impacts from avian influenza affecting supply [33][29]. - The dairy and beef sectors are showing signs of recovery, with rising prices for raw milk and beef, indicating a potential upward trend in profitability [37]. - The planting industry is stabilizing, with potential improvements expected if there are significant reductions in grain production due to external factors [44]. Summary by Sections 1. Market Review - The agricultural index closed at 2682.22 points, with a weekly increase of 0.91%, outperforming major indices [13][14]. - The top-performing sectors included telecommunications and non-ferrous metals, while agriculture ranked 20th [14]. 2. Key Data Tracking 2.1 Pig Farming - The average weight of pigs at market was 129.17 kg, with prices showing a slight decline [19][20]. - Leading companies are expected to maintain profitability above 200 CNY per pig in the first half of the year [21]. - The report suggests a cautious outlook for the second half of the year due to supply pressures [21]. 2.2 Poultry Farming - White feather chicken prices decreased to 7.32 CNY/kg, while overall prices remained stable [29][33]. - The report anticipates a recovery in consumer demand as macroeconomic policies adjust [33]. 2.3 Dairy and Beef Industry - Raw milk prices have stabilized at 2.6 CNY/kg, with expectations for further recovery in the second half of 2025 [37]. - The beef market is showing signs of a new cycle, with rising prices for calves and live cattle [37]. 2.4 Planting Industry - Grain prices are experiencing fluctuations due to tariff policies and external uncertainties [44]. - The report emphasizes the importance of increasing grain yields to counteract potential production declines [44]. 2.5 Feed and Aquaculture - Feed prices have stabilized, with slight variations in water product prices [64]. - The report notes that prices for various fish species remain steady, with some increases in shrimp prices [64].

Group 1 - The solid-state battery sector is experiencing significant advancements, with Del Corporation announcing a strategic investment of approximately 300 million yuan to develop a pilot and industrialization project for new lithium batteries [1] - The company aims to complete the pilot line construction by the end of 2025 and plans to gradually implement 1GWh and 5GWh production lines, transitioning from laboratory to pilot and then to large-scale production [2] - Del Corporation's subsidiary, Carcoustics International GmbH, has over 20 years of experience in automotive components, focusing on products related to electric vehicles, such as battery flame-retardant covers and electromagnetic shielding [2] Group 2 - The partnership with the local government in Huzhou includes a project for the industrialization of intelligent servo motors, aimed at upgrading the company's existing manufacturing capabilities to meet market demands in robotics and automotive sectors [1] - The solid-state battery project is a crucial part of the company's strategic layout, integrating core technologies and assets developed in Japan and domestically to accelerate the construction of the pilot line [1] - Del Corporation is positioning itself to enhance its product line and expand applications in the electric motor sector, contributing to the optimization of its industrial structure [1]

【DT新材料】 获悉，近日，新型聚烯烃弹性体材料等合成技术厂商 星传新材 完成数亿元的B轮融资，由衢州产投（领投），老股东（中金资本、浙大 友创）持续追加投资，九智资本、产业方等共同参与投资。 星传新材 团队主要研究领域为聚烯烃弹性体的高性能化、功能化和工业化，发明了聚乙烯橡胶、多嵌段支化聚乙烯等新材料，致力于新型聚烯烃弹性 体的研发和产业化，应用覆盖传统的合成橡胶和聚烯烃热塑性弹性体。 2022年3月 完成小试成果鉴定。 2023年11月 ，星传新材与 传化化学 联合建成全球首套千吨级超支化聚烯烃弹性体中试装置，已实现连续稳定运行，于2024年8月完成中试成果鉴定。 2024年11月 ，公司 全球首套年产3万吨超支化聚烯烃弹性体（H-POE） 工业化装置在浙江龙游开工建设（ 衢州星传新材料科技有限公司 ）；该 项目 采用自主研发的极具性价比的高效催化剂， 以乙烯为单一原料生产聚烯烃弹性体，不依赖α-烯烃和茂金属催化剂，具备"投资少、成本低、能耗低"等 诸多优势 ，生产工艺条件温和、产品牌号可灵活切换， 多个产品牌号已得到下游头部用户认可，可广泛应用于光伏胶膜、增韧改性、发泡、电线电 缆、防水卷材、热熔胶等领 ...

【DT新材料】 获悉，近日 ， 苏州科润新材料股份有限公司（" 科润新材 " ） 发布科创板IPO辅导备案报告，正式启动上市进程。 科润新材 成立于2019，创始人为杨大伟，其2006年开始从事质子膜电解槽设计工作，并在2011年创办了 江苏科润膜材料有限公司 。 目前， 科润新材 对外还成立 江苏科润膜材料、福建科润世纪氢能、安徽科润氢能、北京科润氢能 等4家公司，同时参投苏州云帆氢能、苏州铂氢新能源等2家公司，其 中苏州云帆氢能专注PEM燃料电池和PEM电解水双极板，并在2023年完成天使轮。 至2024年8月2日， 科润新材 已完成五轮融资，合计披露融资金额达 7.8亿元 。估值已高达30亿元，股东阵容十分豪华，包括 中石化资本、联泓集 团、红杉中国、中国通用、架桥资本、宇通、北汽 等。 值得一提，这也是 中石化 投资入股的第5个启动IPO的企业，此前， 重塑能源 、 重塑氢能 均已经在 港股上市，收获还是颇丰。另外一家从事 气体储 存、运输装备 浙江蓝能 也处于上市辅导， 隔膜空压机企业 中鼎恒盛 则处于 IPO终止。 | 序号 | 股票名称 | | 持股比例 ÷ | 认缴出资额(万元) * | | ...

农林牧渔 2025 年 06 月 08 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -36% -24% -12% 0% 12% 24% 2024-06 2024-10 2025-02 农林牧渔 沪深300 相关研究报告 《政策因素或引发猪价波动，头部宠 物食品品牌持续发力 618—行业周 报》-2025.6.2 《二育认价销售致供给增加，期待端 午备货对需求端形成支撑—行业周 报》-2025.5.25 wanggaozhan@kysec.cn 证书编号：S0790123060055 zhubenlun@kysec.cn 证书编号：S0790124060020 周观察：生猪降重或进一步抬升 2025H2 猪价，供给收缩驱动牛价稳步上移 生猪降重加速出栏致短期猪价下行，生猪阶段性供给缺口将至，猪价下行空间 有限。据涌益咨询，截至 2025 年 6 月 6 日，全国生猪均价 14.07 元/公斤，周环 比-0.37 元/公斤，同比-4.38 元/公斤。2025 年 5 月 20-30 日行业销至二育生猪占 实际销量比重降至 1.64%（同比-4.77pct，环比-0.46pct），二育栏舍利用率降至 3 ...

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025 年，固态电池产业化 "见真章"， 产业走到了一个必须交出阶段性成果的时期。 过去几年，关于 "哪条路线最有希望""哪家企业最接近量产"的讨论层出不穷，但到了今年，问题 已经不再是"能不能做出来"，而是"能不能批量做出来""设备、材料、电池是不是协同得上"。 各条路线进入深水博弈。硫化物冲在最前，但如何将硫化物全固态电池做大仍存在瓶颈；聚合物与 准固态体系，则开始在柔性电子、可穿戴设备等场景中悄然落地。 从 "技术突破"走向"工程落地"，固态电池产业要完成的是一次全链条协同。这也正是 2025 年产 业界最迫切的命题：材料、电芯、装备、系统，如何真正打通"最后一公里"。 固态电池产业攻坚方面， 中科固能 走在硫化物体系前列，已建成百吨级电解质产线，并完成 60Ah 级全固态电芯开发。 2025高工固态电池 技术与应用峰会 屹锂科技 则以 17mS/cm ...

Group 1 - The core viewpoint of the news is the introduction of 12 measures by the Shandong provincial government to promote patent industrialization and empower the construction of a modern industrial system [1][2] - Shandong province has conducted a special action for patent transformation and utilization, achieving significant results, including the identification of 62,600 invention patents, with 5,315 patents realizing industrialization and generating a sales output value of 947.74 billion yuan [1] - From January to March this year, the province recorded 16,000 patent transfers and licenses, marking a year-on-year increase of 24.7%, indicating an active transformation and utilization of patents by innovative entities [1] Group 2 - The measures focus on the entire chain of patent transformation and utilization, proposing 12 initiatives aimed at improving patent quality, streamlining supply-demand channels, optimizing service support, and enhancing protection [2] - The policy design emphasizes integration, innovation, and collaboration, reflecting a commitment to integrated reform, the dual-chain combination of patent industry, and coordinated efforts between government and market [2] - New policy measures include the establishment of high-value patent cultivation centers, industrial intellectual property operation centers, and key industry patent pools, aimed at deep integration of patent technology with industrial development [2] Group 3 - The government plans to strengthen financial coordination and provide substantial financial incentives to encourage various entities to actively participate in the entire process of patent industrialization [3] - The focus is on leveraging market mechanisms for resource allocation and constructing a market-oriented financial support system for patent industrialization, thereby facilitating enterprise patent technology research and industrial upgrades [3]

Group 1 - The company plans to adopt a "construction and rental combination" approach to build six central warehouses in major cities including Beijing, Shanghai, Wuhan, Shenyang, Xi'an, and Chengdu, which will significantly enhance product delivery efficiency, allowing consumers to access fresh products 48 hours earlier [1] - As of April 2025, the company has established 2.057 million sales outlets across 18 provinces in China, with over 10,000 tons of products being distributed nationwide daily [1] - The establishment of central warehouses aims to improve market response speed and better serve consumers by optimizing order processing and distribution efficiency [1] Group 2 - The company will leverage its position as an industry leader to implement a development strategy focused on industrialization, diversification, internationalization, and digitalization, enhancing the entire supply chain from upstream breeding to downstream catering [2] - In addition to strengthening the pork industry, the company aims to develop chicken and beef sectors to achieve diversification [2] - The company emphasizes the importance of product quality, environmental safety, innovation, talent development, and supply chain upgrades as part of its commitment to high-quality growth and industry advancement [2]