与此同时，我们着重寻找影响世界的中国传统色印记。比如，西汉时期由西域传入的红花，不仅缔造 了"红花颜色掩千花"之色，更是随中国服饰文化传到了东亚其他国家。 近一个世纪以来，一些传统色彩日渐式微。在创作上，我们也追踪并记录下即将消失的色彩标本，让观 众了解色彩背后的历史。团队多方寻觅，辗转多个地区，最后在云南边境找到两位掌握原始染色工艺的 耄耋老人。除了她们，当地已无人知晓用于医学和工业用途的紫胶虫，原来从魏晋时期起一直用作染 色。 在拍摄过程中，我们每每被传统色打动。摄影团队以敬仰的心，把色彩呈现到极致：大量采用肩扛的方 式拍摄，让画面呈现出身临其境的沉浸感和仪式感。在镜头凝视中，用蒙太奇的影像设计，辅以沉稳不 失灵动的音乐，重现了色彩带来的丰富感受：简单的一抹红色，在光影和运动中，会让人联想到锣鼓喧 天的喜庆；多巴胺色彩的呈现，让观众感到同频的愉悦心情。 北京东五环辅路，一排黄栌绽放着一丛丛云雾般的花朵。记得去年也是这个时节，人文纪录片《寻色中 国》刚开始拍摄试片，在专家指导下，我们方才明白，一直熟视无睹身边的这些小灌木，居然曾经是用 于染色的植物。 是的，世界就是这般奇妙。镜头前，永远有未知的领域，等着我 ...

Core Viewpoint - The exhibition "The Beauty of National Colors: The Unmatched Aesthetics of Chinese Traditional Colors" at the China Haiyan Museum showcases the unique charm of traditional Chinese colors through various artifacts, emphasizing the connection between color, culture, and history [3][4]. Group 1: Exhibition Overview - The exhibition is divided into six sections based on traditional Chinese colors: "Peach Red," "Jade White," "Cinnamon Leaf," "Sandalwood," "Ultramarine," and "Ink Black," creating a visually striking and harmonious experience [3]. - Artifacts displayed include over a hundred items from different periods and regions, such as ceramics, jade, and bronze, selected for their "color stories" [3][4]. Group 2: Artifacts and Their Significance - The "Qing Blue Flower Capped Vase" is highlighted for its elegant blue and white design, reflecting the ancient artisans' skill in creating depth and layers in the patterns [4]. - The "Clear Carved Bird Pattern White Jade Pendant" is noted for its soft and pure appearance, symbolizing high moral standards and purity in traditional culture [4]. Group 3: Audience Engagement - The exhibition aims to enhance the understanding of traditional colors among younger generations, with insights from a member of the curation team who emphasizes the historical context behind the colors and artifacts [5].

Core Perspective - The article highlights how young people are integrating traditional Chinese colors from cultural relics into their daily fashion and aesthetics, thereby revitalizing and expressing Chinese traditional culture in contemporary life [1][4]. Group 1: Cultural Integration - Young individuals are inspired by cultural relics to create makeup and fashion looks, such as using the color palette from a Qing Dynasty artifact to design a makeup style [2]. - The blending of traditional colors with modern fashion allows for a "fashion dialogue" that transcends history, redefining contemporary aesthetics [2][4]. - The rich historical context of traditional colors reflects ancient Chinese philosophies and aesthetics, showcasing a deep cultural heritage [2][3]. Group 2: Modern Applications - Young people are increasingly using traditional colors in various aspects of their lives, including home decor and personal accessories, demonstrating a trend towards integrating historical aesthetics into modern living [4]. - The emergence of a new audience for traditional color language indicates a growing appreciation for the poetic names and meanings behind these colors, moving away from contemporary color trends [4]. - The article emphasizes that traditional colors, which have survived through centuries, are now being embraced by Generation Z, illustrating that what is traditional can also be fashionable [4].

本篇评级为★★★，主要围绕以下内容展开： 1、病还没好，加大药量？宏观经济和政策对冲，出现了新线索 中东以色列和伊朗的冲突尚未结束，但全球资本市场对其的反应似乎已经告一段落。今天，全球几大类 资产基本都呈现恢复性的波动，包括内地市场。我们在昨天的解读中也提到过，中东冲突打乱了大类资 产恢复的方向，但这种扰动很可能是一次性的短期冲击。同时，我们也要注意，在这种冲击之后，各类 资产可能会出现反方向的运行和恢复。今天市场的方向基本与我们昨天所聊的相符。一起看一下最新的 消息，来前瞻一下这种修复动能的持续性。 首先，从国内市场的三大逻辑线来看。第一个逻辑线是宏观经济指标的冷暖；第二个是政策上的线索是 否有增量；第三个是资金层面上的动向是否有加仓。前两个逻辑线，即宏观经济和政策，在最近这两天 是交叉运行且深度绑定的。我们一起来聊一聊。 从宏观经济来看，今天有一些新发布的数据。其中，消费数据表现不错，实现了过去近两年时间里最大 的涨幅。社会消费品零售总额的涨幅达到了6.4%，这给市场带来了一点惊喜。但我们认为，这个惊喜 主要体现在一些服务性消费或新消费领域，而不是传统消费领域。所以，今天市场上的表现非常有意 思。传统消费 ...

五虎将图谱：起底上市公司矩阵 近日，福建省工业控股集团这艘国企巨轮正式启航。这家整合了冶金、轻纺、机电三大板块的省级工业旗舰，以超1500亿元资产总额、5万余名员工的体 量，携旗下5家上市公司强势登场，总市值突破727亿元。这场牵动福建国资版图的重组，不仅改写了省属国企竞争格局，更勾勒出福建制造业转型升级的 清晰路径。 福建工控集团的诞生密码 在福建省委省政府战略部署下，福建工控集团于2025年5月27日应运而生。这家省管企业的组建绝非简单的资产相加，而是瞄准" 传统产业转型升级与战 略性新兴产业培育"的双轮驱动目标。通过将福建省冶金控股80%股权、福建省轻纺控股100%股权注入新平台，集团实现了对 钢铁、钨业、新能源、造纸 等关键领域的全产业链掌控。 掌舵人杨方的履历颇具深意：这位从电子信息产业走出的技术型管理者，曾主导宁德市产业升级，又在冶金系统历练多年。如今她带领的领导班子呈 现"老中青"梯队配置，既有深耕国企改革多年的侯孝亮，也有来自轻纺系统的黄金镖，更不乏三钢集团掌门人何天仁这样的产业实干家。这种复合型团队 配置，折射出集团"传统产业突围与新兴产业突破"的双重使命。 厦门钨业：从"家里有矿"到技术制 ...

Core Insights - The core argument is that instant retail and traditional e-commerce are not in a zero-sum game, but rather represent different branches of the broader e-commerce ecosystem, with instant retail addressing immediate consumer needs that traditional e-commerce struggles to fulfill [2][15]. Retail Evolution - The retail ecosystem has evolved from offline to online and now to instant retail, with offline retail still holding a significant market share of over 60% in China's retail market, projected to reach 47.14 trillion yuan in 2024 [3]. - Traditional e-commerce has reshaped the retail landscape over the past two decades, with a market size exceeding 15 trillion yuan by the end of 2024, focusing on planned purchases and price advantages [5]. Instant Retail Growth - Instant retail has rapidly gained traction, with a market size of 650 billion yuan in 2023, expected to surpass 1 trillion yuan by 2025, driven by platforms like Meituan and JD [6]. - It addresses immediate consumer needs, such as urgent grocery items or medicines, filling a gap left by traditional retail in terms of timely response [6][12]. Complementary Nature - Instant retail focuses on immediate needs, while traditional e-commerce targets planned purchases, creating a complementary relationship rather than a competitive one [7][8]. - The supply chain for traditional e-commerce relies on national logistics networks, while instant retail utilizes local stores and warehouses to meet high-frequency, urgent demands [9]. Market Dynamics - As of 2024, instant retail's market size is approximately 800 billion yuan, indicating it is still in its growth phase compared to traditional e-commerce and offline retail [12]. - The future growth of instant retail will involve integrating with traditional e-commerce and offline retail, enhancing service offerings to meet both planned and immediate consumer needs [13][14]. Future Outlook - The long-term market structure is expected to stabilize into a "three-way split," with offline retail focusing on experiential shopping, traditional e-commerce on planned purchases, and instant retail on urgent needs, each serving distinct consumer demands [14][15]. - The evolution of the retail ecosystem will be characterized by digital integration, allowing for a more seamless consumer experience across different retail formats [15].

Core Viewpoint - The visit of General Secretary Xi Jinping to the Pingjiang Historical and Cultural District in Suzhou emphasizes the importance of preserving and promoting traditional Chinese culture, both materially and spiritually [3][12]. Summary by Relevant Sections Cultural Heritage - The Pingjiang Historical and Cultural District showcases the unique charm of Jiangnan water towns, with a history spanning over 2,500 years and covering an area of approximately 116.5 hectares [4][6]. - The district is home to one world cultural heritage site and 20 cultural relic protection units, earning the title of "a cultural museum of Jiangnan without walls" [6]. Traditional Crafts - During the visit, Xi Jinping met with Lu Jianying, a representative inheritor of Suzhou embroidery, highlighting the dedication and skill involved in traditional crafts, which can take up to a year to complete a single piece [7][10]. - The conversation underscored the resilience, patience, and determination inherent in Chinese culture, as reflected in the craftsmanship of Suzhou embroidery [10]. Cultural Performances - The visit included a performance of "Suzhou Good Scenery," which resonated with the cultural richness of the area, reinforcing the idea that the region is steeped in history and cultural significance [12]. Preservation and Innovation - Xi Jinping stressed the need to protect, excavate, and utilize the cultural heritage of the Pingjiang District, indicating that traditional culture should be integrated with new technologies for effective preservation [12]. - The launch of the CIM+ digital "twin ancient city" platform aims to enhance the authenticity of cultural preservation while promoting scientific urban renewal [12]. Future Development - The juxtaposition of traditional and modern elements in Suzhou, such as the North Temple Tower and the "Oriental Gate," illustrates a blend of history and future development, creating a vibrant cultural landscape [12].

交易咨询业务资格：证监许可【2012】1091号 2025-06-16甲醇早报 大越期货投资咨询部 金泽彬 从业资格证号：F3048432 投资咨询证号：Z0015557 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投 资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 CONTENTS 目 录 1 每日提示 2 多空关注 3 基本面数据 4 检修状况 甲醇2509： 1、基本面：港口方面，上周华东、华南港口甲醇价格维持坚挺但涨幅有限，受船龄限制政策持续影响，港口市场尚存 支撑，同时中美贸易谈判进展及全球贸易预期改善，叠加地缘政治因素推高油价，共同推动期现货价格上行，且基差较 上周走强，不过价格上涨后，现货商谈趋于谨慎。内地方面，周初西北CTO工厂甲醇外采，以及当前甲醇价格已处于底 部空间部分投机需求增加，产区主要工厂竞拍溢价成交，上游工厂去库存节奏加快。另外港口走强也在一定程度上提振 业者心态，贸易商谨慎做空，场内低价货源难寻，销区下游接货也适度走高。但同时因传统下游需求多步入高温淡 ...

传统文化、历史与现代时尚相结合 ，惊艳了我们。 一款 【流 金窑火】五大名窑茶具珍藏套装， 经典优美。 以博物院珍藏的 五大唐宋瓷器为灵感 ，仿古器型，精挑釉色，尽展宋韵名瓷风华。 五大名窑茶具珍藏套装 一次享受五大名窑茶具 点击图片，立即购买▼ "茶文化" 在我国有上千年历史了，在中国传统文化里占据着一席之位，并且不可或缺！ 人们在浮浮沉沉的茶叶中，品尝的 不仅是茶香 ，也是 生活中的点点滴滴 。 咱们这套专为饮茶设计的朕的潮代【流金窑火】五大名窑茶具珍藏套装，礼盒内包含： 汝窑、官窑、哥窑、钧窑和定窑的杯子各一个 ，设计灵感均源自自然与宋代文化。 礼盒精美，端庄大气 。 1 一次集齐五大名窑，揽尽东方雅韵 博物院收藏着 数以百万计的珍贵文物 ，通过 文创 ，让历史与现代生活优雅结合。 这款【流金窑火】五大名窑茶具珍藏套装，每一款茶具都是 对古代陶瓷艺术的致敬 ，每一杯茶都是 对历史的品味 。 宋代崇尚自然之韵、自然之美， 提倡"天人合一"的审美理念 ，也因此使得瓷器的艺术和审美取之于自然，具有 高雅、严谨的审美情趣 宋代五大名窑： 汝、官、哥、钧、定 ，如五朵绚烂烟花，在中式审美的天空昙花一现，却美千年。 ...

以下文章来源于申万宏源证券上海分公司 ，作者王臻斌 申万宏源证券上海分公司 . 申万宏源证券上海分公司官微，能为您提供账户开立、软件下载、研究所及投顾资讯等综合服务，为您 的财富保驾护航。 摘要： 预计在资金面宽裕背景下市场回调幅度有限，对一季报表现较好及中报仍有较好预期的优质 品种可逢低布局 。 ------------------------- 【行情综述】 本周 A股市场在区间上轨面临震荡压力， 通讯 光模块、稀土永磁 、券商、创新药 板块均有 所表现，但 市场 热点切换较快。 【一周复盘】 本周 创新药与券商板块均有所表现，白酒板块则拖累市场走低 。 周五市场受中东地缘局势 紧张，石油与天然气板块走高。 【市场展望】 A股市场上证指数整体在区间上轨运行，显示银行板块对沪指较大支撑力度。深圳成指相对受 新能源与苹果产业链拖累走势较弱。后期市场走势需关注中东地缘局势变化与中美贸易谈判 进展。预计在资金面宽裕背景下市场回调幅度有限，对一季报表现较好及中报仍有较好预期 的优质品种可逢低布局 。 -------------------- 免责声明：本文内容为作者个人观点，本站只提供参考并不构成任何投资及应用建议 ...