Core Viewpoint - Shouxiangu held its first national招商大会 in Wuyi, Zhejiang, showcasing its growth in the health industry and strategic layout under the theme "World's Best Ganoderma·China Shouxiangu" [1] Group 1: Company Achievements and Innovations - Shouxiangu is a key player in the full industry chain of rare medicinal materials such as Ganoderma and Dendrobium, from breeding to advanced production techniques, clinical research, and brand upgrading [3] - The company won the National Science and Technology Progress Award First Class for the project "Key Technology Innovation and Application of the Full Industry Chain of Edible and Medicinal Fungi" in 2024 [3] - The company aims to become a global benchmark in the Ganoderma industry, emphasizing data-driven results to support its transformation from "accumulation" to "explosion" [3] Group 2: Strategic Development and Market Expansion - Shouxiangu's new channel strategy focuses on a layout of "mainly specialty stores + traditional medicine channels" outside the province, with a tiered franchise system [4] - The company has implemented eight support measures to ensure rapid market expansion for commercial partners, promoting a "short profit + long value" retail ecosystem [4] - Seven strategic partners signed agreements with Shouxiangu at the招商大会, highlighting the company's commitment to enhancing core competitiveness through technology and deep cooperation with distributors [4]

5月23日-25日，由中国乳制品工业协会主办的"中国乳制品工业协会第三十一次年会暨2025年中国乳业技术博览会"在江苏省南京市隆重召开。本次会议恰逢 中国乳制品工业协会成立三十周年。来自国家主管部委领导、南京市人民政府领导、国内外乳业专家、企业家、企业代表、国际乳品组织及驻华机构代表以 及十余家媒体记者齐聚一堂，围绕"创新引领消费 促进全民营养健康"大会主题，共商乳业高质量发展大计。 出席大会开幕式的有南京市政府副市长许峰、国家市场监管总局特食司二级巡视员陈健副司长、国家卫健委食品司标准处马宁处长、国家市场监管总局食品 生产经营司监管一处三级调研员陈刚副处长、国家风险评估中心主任李宁、纪委书记徐娇、中国轻工业联合会党委常委、副会长、中国乳制品工业协会理事 长刘江毅、中国乳制品工业协会原理事长宋昆冈、副理事长兼秘书长刘超、中国农业大学任发政教授、中国人民大学世界经济研究中心主任黄卫平教授、中 国农业大学教授、国家奶牛产业技术体系首席科学家李胜利，以及得益、伊利、蒙牛等乳企及产业链相关企业负责人。中国乳制品工业协会执行理事长刘美 菊主持了大会开幕式。 本次大会不仅是行业技术革新的风向标，更成为检验企业核心竞争力的 ...

机构简介： 北京诚盛投资管理有限公司成立于2004年11月，中国证券投资基金业协会会员单位，荣膺私募金牛奖、 私募基金年会奖、私募金刺猬奖等多项私募界大奖。是一家以专业投研团队为基础，从事国内证券市场 投资及咨询服务的专业机构。 公司自成立以来，秉承深入的基本面研究，严格控制回撤，投资风格稳 中求进，管理规模持续增长。2004年至今，经历了市场两轮完整的牛熊周期，长期管理业绩优秀，旗下 产品得到市场的充分肯定，取得了超常规的发展，并致力于打造成为国内证券市场最具品质的专业投资 机构。 诚盛投资本着"诚信、稳健、共赢"的宗旨，致力于与客户、员工、股东共同分享证券市场的发 展机遇。 根据市场公开信息及5月23日披露的机构调研信息，知名私募诚盛投资近期对1家上市公司进行了调研， 相关名单如下： 1）农 产 品 （北京诚盛投资参与公司特定对象调研&电话会议） 调研纪要：公司通过提升农产品流通效率、强化市场联动、建设基地端业务、拓展进出口业务、发展城 市食材配送、推进数字化建设、打造"深农甄选"品牌及合理分红等措施，致力于构建互惠共赢的农产品 全产业链生态圈。公司在全国范围内布局农批市场，通过优化市场布局、开拓增量交易 ...

本报记者 吴文婧 5月24日，浙江云中马股份有限公司（以下简称"云中马"）披露定增预案，拟募资不超过6.4亿元，用于年产13.5万吨DTY 丝（拉伸变形丝）及12万吨高性能革基布坯布项目。 作为国内针织革基布领军企业，云中马近年来持续加速产业整合，着力打造从涤纶DTY丝生产到坯布织造、革基布生产的 完整全产业链。此次募投项目的建设正是云中马战略布局的关键一环，旨在通过纵向延伸产业链、提升上游原材料掌控力，进 一步巩固公司在革基布领域的龙头地位。 据了解，上述项目建成后，云中马将新增经编布坯布产能10万吨/年、纬编布坯布产能2万吨/年，使坯布自给率显著提升， 有效突破现有产能瓶颈；13.5万吨DTY丝项目将关键原材料供应从外部采购转向自主生产，同时实现从源头把控产品质量稳定 性，缩短交货周期，还将降低原材料成本，提升公司产品的附加值。 中关村物联网产业联盟副秘书长袁帅向《证券日报》记者表示，募投项目的协同实施，将使云中马"从一根丝到一匹布"的 全产业链布局进入加速落地阶段，进一步增强供应链、产品质量的稳定性和成本控制能力，从而提升公司的市场竞争力。 云中马相关负责人向记者表示，提升坯布织造自供占比是公司进一步优 ...

Core Insights - The 2025 Global AI Terminal Exhibition showcased over 40 AI technology products, attracting more than 10,000 visitors daily in the Shenzhen Huaqiangbei area [1] Group 1: AI Hardware and Applications - Huaqiangbei demonstrated its "full industry chain capability" in the "AI hardware + large model" sector, transforming ordinary hardware through deep secondary development to integrate AI models like DeepSeek and ChatGPT, enabling real-time interaction capabilities [4][5] - In the "AI + consumer electronics" sector, Huaqiangbei's products rival international brands while offering personalized services at significantly lower prices, such as a mixed reality product with 8K display technology priced 50% lower than Apple's Vision Pro [5] - The "Chinese AI" sector saw breakthroughs with the "Feilong Master" AI phone, featuring the world's first "Hongmeng Brain" Chinese AI operating system, which addresses AI interaction challenges in the Chinese language [5] Group 2: AI in Healthcare - The wearable ED treatment device from Hainisi (Shenzhen) Information Technology Co., Ltd. represents a significant innovation, converting large hospital equipment into compact home-use devices, filling a gap in the domestic smart medical device market [6] Group 3: Ecosystem and Innovation - Huaqiangbei's "one-kilometer full industry chain ecosystem" allows efficient completion of all production stages within a short distance, facilitating rapid transformation of ideas into reality [7] - The "one-week full-process rapid manufacturing circle" enables quick product development and global launch, supported by a robust modular supply chain and new business models like cross-border e-commerce [8] - Over 110,000 business entities operate in Huaqiangbei, supported by a collaborative ecosystem that integrates land, talent, technology, capital, and policy, fostering innovation and growth of both large and small enterprises [8] Group 4: Future Directions - Huaqiangbei is focusing on "integrated innovation, collaborative innovation, efficient innovation, and global innovation" as it transitions from "China's electronic first street" to a hub for new productivity [9]

iTherM2025 第六届热管理产业大会暨博览会 2025年12月03-05日 深圳国际会展中心（宝安） 2025年12月03-05日 ， 第六届热管理产业大会暨博览会（iTherM2025，简称"热博会"）将由 中国 生产力促进中心协会新材料专业委员会、深圳市德泰中研信息科技有限公司共同主办 。 本届活动将 高效 呈现和 着力打造热管理产业链 一站式 价值对接服务平台， 为中外企业深耕国内市场和进军国际舞台提 供强劲动力。 本届大会在往届基础上 全面升级展览结构 ， 六大展区，覆盖热管理 材料-部件-系统-验证-装备 全路 径协同， 首设"四大应用端展示专区" ，聚焦当前最具热度与挑战的典型 应用场景，以 更直观的方式 呈 现热管理在不同终端的实际落地与突破进展。 01 四大热门应用专区，直击行业关键场景 （1）数据中心热管理展示区 随着AI与大模型驱动下的高算力服务器迅速普及，散热瓶颈成为制约数据中心效率的核心难题。本展区将 集中展示 单/双相浸没式液冷、冷板系统、泵阀管路设计、冷却液开发与兼容性验证 等前沿解决方案， 呈现从材料到系统的全链条协同路径。 （2） 新能源 热 管理展示区 新能源汽车市场高 ...

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） 2025高工固态电池 技术与应用峰会 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： 利元亨 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 会议时间： 6月10日 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，全球新能源产业迎来关键转折点 ： 动力电池渗透率突破 50% ，储能 市场电池出货 同比激增 超 60 % ，低 空经济、人形机器人、工程机械、医疗锂电、电动工具等新兴场景对电池性能提出 " 超快充、 高倍率、 长循环、极端环 境适应 " 的多元需求。 与此同时，动力电池新国标（ 2026 年实施）重构安全红线，叠加全球化竞争中贸易壁垒与技术标准的博弈，锂电池行业 正处于 " 技术攻坚 " 与 " 场景破局 " 的双重挑战期。材料体系迭代（如磷酸锰铁锂、固态电池）、结构设计创新（大 圆柱、无极耳工艺）、全场景解决方案（ 商用车、 eVTOL 、储能等），成为企业破局的核心方向。 5 月 15 日，高工锂电 " ...

Core Insights - Zhongjian Technology is focusing on technological innovation and transitioning from traditional landscaping machinery to advanced intelligent manufacturing, aiming to build a complete ecosystem for intelligent robots [1] - The company plans to enhance its main business, explore new breakthroughs, and expand overseas by optimizing its product structure and accelerating smart factory construction [2] Company Strategy - Zhongjian Technology's strategy includes "quality improvement of main business, breakthroughs in emerging areas, and overseas expansion" for 2025 [2] - The company is committed to promoting the commercialization of robots and deepening collaborations with companies like 1X and Huawei [2] Industry Trends - The investor reception day featured discussions on the trends in the humanoid robot industry, including frameworks and investment models, as well as the outlook for China's capital market [1] - Over 80 institutional investors attended the event, showcasing interest in the outdoor landscaping robot platform and the overall intelligent robot ecosystem [2]

证券代码：000061 证券简称：农产品 编号：2025-007 1.公司如何保持业务上的优势 公司始终致力于提升农产品流通环节交易效率，一方面是加 快新项目和市场滚动开发进度，加大亏损市场的减亏处亏力度， 同时优化场内空间布局，开拓增量交易品种，加强档位品类的规 划与管理；另一方面是围绕农产品流通全产业链提供批发交易场 地、基地认证、食品安全检测、品牌培育、集约化加工配送、优 质特色农产品推介、产销对接、农产品进出口贸易等供应链"一 站式"服务，赋能伙伴商户，构建互惠共赢的农产品全产业链生 态圈。 2.公司旗下农批市场间业务联动情况 公司依托 "全国一张网" 布局优势，强化旗下市场间的联 动协同与融合发展，助力伙伴商户拓宽供销渠道、扩大业务覆盖 面。例如，上农批联动深圳海吉星推动上海本地西瓜供港；惠州 海吉星联动深圳海吉星、光明海吉星共享蔬菜、瓜果等优质品种 货源；广西海吉星联动深圳海吉星共同开展东盟水果进口贸易； 沈阳海吉星与光明海吉星、天津海吉星联动开展自营装卸转运业 务；长沙、柳州、惠州、西安、九江、南昌、安庆等多地市场间 开通物流专线。 深圳市农产品集团股份有限公司投资者关系活动记录表 | 投资者关 ...

Core Viewpoint - The global rare earth market is dominated by China, which holds approximately 4.4 million tons of rare earth reserves, accounting for nearly 40% of the world's total, while the U.S. and Russia have significantly lower reserves of 1.9 million tons and 0.38 million tons respectively [1][4][6]. Group 1: Importance of Rare Earth Elements - Rare earth elements are crucial for high-tech industries, often referred to as "industrial vitamins," and their absence can severely disrupt global technology sectors [10]. - In military applications, rare earth elements are essential for advanced weaponry, such as the radar systems of the F-35 fighter jet, which rely on specific elements for functionality [11]. Group 2: Global Distribution and Production Challenges - Russia claims to have 1.2 million tons of rare earth reserves, but actual estimates by the U.S. Geological Survey indicate only 0.38 million tons, highlighting a significant discrepancy [4]. - The U.S. has a theoretical reserve of 1.9 million tons but has become reliant on imports due to historical market dynamics that led to the closure of domestic mines [6][17]. Group 3: China's Dominance in the Industry - China not only leads in reserves but also in the entire supply chain, from mining to processing, utilizing advanced techniques like solvent extraction to achieve high purity at lower costs compared to Western methods [6][22]. - The discovery of a super-large rare earth mine in Yunnan, China, further solidifies its dominance and has left international buyers with limited options [8]. Group 4: Strategic Implications and Future Outlook - The competition for rare earth resources is not merely an economic issue but a strategic one, with countries vying for technological supremacy [15][25]. - As new technologies emerge, the strategic importance of rare earth elements is expected to increase, with China maintaining a stronghold in the market due to its comprehensive resource and technological advantages [22][25].