Agreement Signing Situation - Shandong Delisi Food Co., Ltd. has signed a strategic cooperation agreement with Xiamen Haifusheng Food Group Co., Ltd. and New Sanhe (Yantai) Food Co., Ltd. to collaborate in product supply and procurement, market expansion, technical collaboration, and the development of specialty products and freeze-dried pet food [1][2][6] Basic Information of Agreement Parties - Xiamen Haifusheng Food Group Co., Ltd. was established on November 16, 2020, with a registered capital of 69.99 million yuan. It operates in various food production and sales sectors [2][3] - New Sanhe (Yantai) Food Co., Ltd. was established on September 14, 2005, with a registered capital of 1.77 million USD. It also engages in food production and sales [5][6] Main Content of the Agreement - The cooperation aims to enhance communication and collaboration based on business development needs, leveraging each party's resources, management, talent, and market advantages to create a win-win and sustainable partnership [6][7] - The agreement includes prioritizing the procurement of fresh pork and beef products from Delisi, joint development of innovative and differentiated specialty products, and collaborative marketing activities [7][8] Impact on the Company - The strategic cooperation agreement is expected to leverage both parties' resource advantages, enhancing synergy effects and injecting new vitality into the company's development through deep cooperation in the freeze-dried food sector [8][9] - The collaboration is anticipated to broaden high-value product sales channels, enhance research and development capabilities, and improve the company's overall competitiveness, aligning with the company's long-term development strategy [8][9]

Core Viewpoint - The strategic cooperation agreement signed between Delisi Foods and its partners aims to enhance collaboration in product supply, market expansion, and technology synergy, particularly in the freeze-dried pet food sector [1] Group 1 - Delisi Foods has entered into a strategic cooperation agreement with Xiamen Haifusheng Food Group and New Sanhe (Yantai) Food Co., Ltd [1] - The collaboration will focus on leveraging each party's strengths in resources, management, talent, and market to create development opportunities [1] - The agreement is expected to enhance the synergy effect through deep cooperation in the freeze-dried food sector, promoting resource sharing and mutual benefits [1] Group 2 - Advanced freeze-drying technology is anticipated to inject new vitality into Delisi Foods' development [1] - The partnership is expected to enrich and innovate the existing product matrix, aiding the company in the leisure and convenient health food sectors [1] - Optimizing product structure through this collaboration is expected to enhance risk resistance, deepen business layout, and strengthen brand effect [1]

Core Viewpoint - Starbucks reported a 4% year-over-year increase in global net revenue for Q3 FY25, reaching approximately $9.5 billion, with North America growing by 2% and international markets by 9% [6][9]. Financial Performance - Total net revenues for Q3 FY25 were $9,456 million, up 3.8% from $9,113.9 million in Q3 FY24 [7]. - Company-operated stores generated $7,812.5 million, a 3.9% increase, while licensed stores saw a decline of 2.1% to $1,105.6 million [7]. - Operating income decreased by 38.3% to $935.6 million, and net earnings attributable to Starbucks fell by 47.1% to $558.3 million [7][9]. Same-Store Sales - Global same-store sales declined by 2%, with a 2% drop in transaction volume offset by a 1% increase in average ticket price [9]. - In contrast, same-store sales in China increased by 2%, driven by a 6% growth in transaction volume, despite a 4% decrease in average ticket price [9]. Store Expansion - Starbucks opened 308 new stores globally in Q3, bringing the total to 41,097, with 53% being company-operated [9]. Strategic Partnerships - Starbucks is exploring strategic partnerships in China, having received interest from over 20 potential partners, aiming to enhance local operations and marketing expertise [10]. - CEO Brian Niccol emphasized the importance of aligning missions and values with potential partners to ensure long-term success in the Chinese market [10]. Valuation Expectations - The valuation expectation for Starbucks' China operations could reach $10 billion, significantly exceeding initial expectations due to improved performance in the first half of the year [9][10].

Core Viewpoint - Hongjing Optoelectronics (301479.SZ) focuses on three main application areas: smart home, smart vehicles, and panoramic/action cameras [1] Group 1: Product Applications - The company's products are primarily used in smart home, smart vehicles, and panoramic/action cameras [1] - The company is also exploring opportunities in the drone sector [1] Group 2: Strategic Partnerships - Hongjing Optoelectronics has established a strategic partnership with Ying Shi Innovation [1] - The company plans to actively promote in-depth cooperation with Ying Shi Innovation in various imaging-related fields based on actual circumstances [1] Group 3: Business Communication - The company encourages stakeholders to follow its periodic reports and related announcements for specific business updates [1]

Core Viewpoint - Aomei Medical has signed a comprehensive cooperation agreement with Lohmann & Rauscher Group, marking a significant strategic partnership that includes the acquisition of Lohmann & Rauscher's wholly-owned subsidiary in China and exclusive agency rights for various medical products in the region [1][2]. Group 1: Strategic Partnership - The partnership involves Aomei Medical acquiring 100% of Lohmann & Rauscher (China) Medical Supplies Co., Ltd. and gaining exclusive agency rights for wound management, pressure treatment, and external fixation products in China [1]. - This collaboration is a continuation of their strategic cooperation that began with a functional dressing business partnership in November 2024, further solidifying their multi-layered strategic alliance [1][2]. Group 2: Market Position and Product Development - Aomei Medical has been focusing on the research and manufacturing of functional dressings, launching innovative products such as soft silicone foam dressings and hydrocolloid dressings, which cater to various wound care scenarios [2]. - The partnership enhances Aomei Medical's product pipeline in the wound management sector and allows entry into new fields like pressure treatment and external fixation, significantly boosting its competitive edge in the Chinese market [2]. Group 3: Leadership Perspectives - The CEO of Lohmann & Rauscher Group expressed confidence that the partnership will lead to higher quality and more sustainable product development, highlighting Aomei Medical's production capabilities [2]. - Aomei Medical's chairman emphasized that this collaboration marks a new beginning in the healthcare sector, aiming for significant achievements in expanding their market presence in China [3].

智通财经APP讯，众安智慧生活(02271)公布，该公司与深圳市卖光货供应链有限公司(卖光货)于2025年 7月28日(交易时段后)订立战略合作协议，据此，该公司及卖光货同意在供应链管理、供应链服务、品 牌运营及供应链资本规划等领域建立战略合作关系，发挥公司及卖光货的互补业务优势。 董事会相信，订立战略合作协议能为集团带来更多良好业务机遇，并让集团发挥集团及卖光货各自的优 势及╱或资源，有助提升集团企业管理谘询服务及产品供应链服务的客户体验及品质，促进集团业务多 元化发展，符合公司及其股东的整体利益。 ...

Core Viewpoint - The strategic cooperation agreement between Zhong An Smart Life and Shenzhen Mai Guang Huo Supply Chain Co., Ltd. aims to enhance supply chain management, brand operation, and resource sharing, thereby improving competitiveness in the Chinese market and beyond [1][2]. Group 1: Strategic Cooperation Details - The agreement includes collaboration in optimizing and innovating various aspects of the supply chain, such as business models, team management, and product management [1]. - Both parties will explore market resources, including brand operation, channel expansion, and customer resource sharing [1]. - The cooperation will promote synergy between Mai Guang Huo's e-commerce platform and the group's lifestyle service platform, enhancing market influence [1]. Group 2: Company Background and Benefits - Mai Guang Huo, established in 2022, provides comprehensive product supply chain services and enterprise management consulting services [1]. - The e-commerce platform operated by Mai Guang Huo facilitates B2B and B2C transactions and has a network of enterprise clients and supply chain resources [1]. - The board believes that the strategic cooperation will create more business opportunities, enhance customer experience and quality in management consulting and supply chain services, and promote diversified business development [2].

董事会相信，订立战略合作协议能为集团带来更多良好业务机遇，并让集团发挥集团及卖光货各自的优 势及╱或资源，有助提升集团企业管理谘询服务及产品供应链服务的客户体验及品质，促进集团业务多 元化发展，符合公司及其股东的整体利益。 众安智慧生活(02271)公布，该公司与深圳市卖光货供应链有限公司(卖光货)于2025年7月28日(交易时段 后)订立战略合作协议，据此，该公司及卖光货同意在供应链管理、供应链服务、品牌运营及供应链资 本规划等领域建立战略合作关系，发挥公司及卖光货的互补业务优势。 ...

Group 1 - The core point of the article is the strategic partnership between Giant Star Legend and Yushu Technology, focusing on the development and commercialization of consumer-grade robots with strong IP attributes [1] - Giant Star Legend's wholly-owned subsidiary, Xing Chuang Yi (Kunshan) Cultural Entertainment Co., Ltd., has signed a cooperation agreement with Hangzhou Yushu Technology Co., Ltd. [1] - The collaboration will initially target the development of quadruped robotic dogs and robots that possess companionship and social attributes [1]

来源：每经 7月30日，星巴克发布2025财年第三季度财报。星巴克中国区第三季度营业收入、同店销售额取得同比 增长，利润率环比持续增长。在财报说明会上，星巴克董事长兼CEO倪睿安主动回应了星巴克中国区将 出售部分股权的市场传闻："正如大家所看到的，我们正在寻找拥有共同愿景和价值观的战略合作伙 伴，把握中国市场未来巨大的发展潜力和机遇。""我们正在对超过20个有强烈意愿的机构进行评估。我 们对中国市场的信心与承诺不变，并希望保留中国业务相当比例的股权。各方对与我们合作的强烈意 愿，证明了星巴克在中国拥有优秀的团队，强大的品牌和长期发展的机遇，表现了对我们的高度信任。 任何交易必须符合星巴克的利益。"倪睿安表示。 ...