Core Viewpoint - Iraq is emerging as a significant battleground for energy storage companies, drawing attention from major players like Transsion Holdings and Deye Technology due to its rapidly growing energy demand and poor electricity infrastructure [2][15]. Group 1: Market Entry and Competition - Transsion Holdings is entering the Iraqi energy storage market with its own brands, aiming to leverage its existing mobile distribution channels to address local energy challenges [4][7]. - Deye Technology, an established player in the solar storage sector, has already begun operations in Iraq and is transitioning to a comprehensive energy solutions provider [11][12]. - The competition between Transsion and Deye in Iraq is intensifying, with both companies adopting similar market strategies focused on regional penetration before expansion [22][26]. Group 2: Market Conditions and Opportunities - Iraq's electricity infrastructure is severely damaged, leading to daily power outages of up to 12 hours, creating a strong demand for energy storage solutions [15]. - The Iraqi government aims to increase renewable energy's share from 5% to 20% by 2030, with a target of 10 GW of renewable energy capacity, presenting a substantial market opportunity for energy storage technologies [16][17]. - The Iraqi Central Bank has introduced low-interest loan programs to encourage investments in distributed solar systems, further stimulating market growth [18]. Group 3: Strategic Advantages of Transsion - Transsion's established brand presence in Iraq, where it holds a 43% market share in mobile phones, provides a competitive edge in introducing energy storage solutions [20]. - The company plans to offer energy storage products at lower prices compared to Deye, enhancing its appeal in a price-sensitive market [36][37]. - Transsion employs effective local marketing strategies, including grassroots campaigns to integrate its products into the daily lives of Iraqi consumers [41][42]. Group 4: Challenges and Market Dynamics - The entry of multiple competitors in the Iraqi market may lead to increased price competition and reduced profit margins, challenging the sustainability of high margins previously enjoyed by companies like Deye [45][46]. - Transsion's strategy of extreme cost-effectiveness relies on maintaining sufficient profit margins, which could be threatened by market saturation and competition [49]. - The ability to respond quickly to local demand and manage localization risks will be crucial for Transsion's success in the competitive landscape of Iraq [50].

来源：光明网 下午的报告环节，中国工程院院士汪华林深入分析了碳污减排与资源化的思考，创新方法研究会理事长 黄晶解读了碳中和背景下化工行业前沿交叉技术的发展趋势。哈尔滨工业大学王爱杰教授分享了低碳约 束下工业园区水系统智能管控的思考，上海交通大学唐鸿志教授探讨了合成生物学在环境修复中的应 用。天津商业大学陈冠益教授、安徽工业大学曾杰教授、中石化（大连）石油化工研究院有限公司王学 海研究员、中国科学院大连化学物理研究所黄瑞研究员以及中国人民大学常化振教授分别就化工固废热 化学处理技术、二氧化碳催化转化制备高价值化学品、石化环保技术进展、涉氢催化流程再造以及含氮 污染物净化及资源化等前沿课题进行了精彩报告。 论坛由中石化（大连）石油化工研究院有限公司副总经理王刚作总结，他表示，本次论坛见证了化工生 态环境领域前沿交叉新技术的蓬勃发展，覆盖了"新污染物-碳中和-绿色技术"全链条，展示了最新的研 究成果和未来的发展趋势。（记者 战钊） 7月8日，第二十七届中国科协年会"化工生态环境前沿交叉新技术"专题论坛在北京举办。论坛由中国科 协主办，中国化工学会承办，旨在围绕化工过程可持续发展与生态环境交叉研究主题，深入交流前沿技 ...

Core Viewpoint - The Chinese coffee market is undergoing significant changes, with Starbucks considering selling its China operations amid increasing competition from local brands like Luckin Coffee and Kudi Coffee, which have rapidly expanded their presence and surpassed Starbucks in store count [1][3][4]. Group 1: Market Dynamics - The Chinese coffee market has seen a dramatic transformation, with local chains like Luckin and Kudi rapidly expanding, leading to a significant increase in per capita coffee consumption among Chinese consumers, who show a higher acceptance of affordable products [3]. - Starbucks China is facing a growth bottleneck, with a projected revenue of $2.958 billion for fiscal year 2024, marking a 1.4% year-on-year decline, the first negative growth in recent years [4]. - The competitive landscape has shifted, with local brands launching numerous new products, while Starbucks' product iteration appears slower, leading to perceptions of its strategies as reactive rather than proactive [4][8]. Group 2: Strategic Moves - Starbucks has made several adjustments in response to market pressures, including launching new products, increasing collaboration frequency, and even announcing price reductions for certain beverages [4][5]. - The company aims to increase its store count in China from 8,000 to 20,000, indicating a focus on growth despite the challenges faced [5]. Group 3: Potential Acquisition Impact - If Dazhong Capital successfully acquires a stake in Starbucks China, it could lead to significant changes in operational dynamics, with potential shifts towards localized decision-making and operational strategies [7][8]. - The acquisition could enhance Starbucks China's digital efficiency by leveraging Dazhong's experience from Luckin Coffee, particularly in product development and supply chain management [8]. Group 4: Competitive Landscape - The potential acquisition may lead to a new equilibrium in the coffee market, where Luckin and Starbucks, while maintaining independent brands, could reduce competitive intensity and shift towards differentiated competition [9]. - This new market structure may create higher barriers for new entrants, as they would need to contend with established brand recognition and operational efficiencies of larger players [9]. Group 5: Broader Implications - Dazhong Capital's bid represents a broader trend in the Chinese private equity market, shifting from a focus on individual company growth to ecosystem control, indicating a strategic evolution in investment approaches [11]. - This shift raises questions about market vitality and consumer interests, as capital relationships may influence competition dynamics, potentially impacting long-term consumer benefits [11].

Core Insights - The recent surge in subsidies from major players like Meituan, JD, and Taobao has ignited a fierce competition in the instant retail market, characterized by aggressive discounting strategies and promotional offers [1][3][9] - This subsidy wave is not a temporary phenomenon but may become a new industry norm, with Alibaba planning to invest 50 billion yuan over the next year and Meituan committing to a 100 billion yuan investment over three years [3][11] - The competition is driven by the pursuit of a trillion-yuan instant retail market, indicating a shift in the internet industry towards consumer welfare and protection of rights for consumers, merchants, and delivery personnel [3][11] Market Dynamics - The instant retail market in China is projected to reach 3 trillion yuan by 2025, with an annual growth rate exceeding 30% [5] - Taobao's recent subsidy campaign resulted in over 60 million orders in a single day, while JD delivered over 25 million orders, showcasing the explosive growth in order volume [5][9] - The new competitive landscape is characterized by platforms investing their own funds for subsidies, aiming to balance the interests of platforms, merchants, delivery personnel, and consumers [11] Leadership Influence - The return of founders Jack Ma and Liu Qiangdong to the public eye has reinvigorated their companies, with Ma focusing on agriculture and rural products, while Liu has emphasized worker welfare and direct engagement with delivery personnel [7][13] - Their leadership styles reflect a shift from previous market dominance strategies to a more community-oriented approach, aligning with the current societal emphasis on shared prosperity [13][15] Regulatory Environment - The recent competitive dynamics have attracted the attention of regulatory bodies, which are urging platforms to ensure fair competition and prevent chaotic capital expansion [15] - This shift in focus from aggressive market capture to consumer benefit marks a significant transformation in the Chinese internet industry, moving away from a growth-at-all-costs mentality [15]

Investment Rating - The investment rating for the agriculture, forestry, animal husbandry, and fishery industry is "Positive" (maintained) [1] Core Views - The report emphasizes the need to shift from a cyclical perspective to focusing on financial performance, highlighting that the difficulty in predicting pig prices is increasing while operational efficiency differences among companies remain significant [19] - The report suggests that the current valuation of the pig farming sector is relatively low, with cost-leading companies expected to have strong profit certainty in 2025 [19] - The report recommends focusing on high-quality companies such as Decon Agriculture and Livestock, Muyuan Foods, and Wens Foodstuffs [19] Summary by Sections 1.1. Swine - The latest pig price is 14.69 CNY/kg, with an average slaughter weight slightly increasing to 129.03 kg, and 15 kg piglets priced around 541 CNY/head [6][18] - The number of breeding sows in May was 40.42 million, a year-on-year increase of 1.15% [7][18] - The report indicates that the government is committed to stabilizing pig prices and may continue to strengthen production capacity regulation [7][18] 1.2. Poultry - The price of chicken seedlings in Yantai is 1.5 CNY/bird, up 50% month-on-month but down 39% year-on-year; the price of broilers is 3.2 CNY/kg, up 7.8% month-on-month [20] - The report notes a persistent contradiction of "high capacity, weak consumption" in the white feather chicken industry, with losses forcing breeding farms to reduce capacity [20] - Key investment focuses include high-quality imported breeding stock leaders and fully integrated industry leaders [20] 1.3. Feed - The report recommends Haida Group due to the recovery of the industry and improved management effectiveness, with rising capacity utilization and expected growth [21] - Recent price performance of various aquatic products shows significant year-on-year increases [21] 1.4. Pets - The pet industry saw a slight slowdown in sales growth in June, attributed to the early start of the 618 shopping festival [23] - The report highlights the limited impact of tariff uncertainties on the pet sector in the long term, with companies having strong overseas operations [23] 1.5. Agricultural Products - The USDA's report indicates a slight downward adjustment in planting area, which is seen as bullish, while the overall report is viewed as neutral [25] - The report notes that natural rubber is entering a production peak season, with supply pressures continuing [25] 2. Market and Price Situation - The Shanghai and Shenzhen 300 Index closed at 4015, up 0.82% from the previous week, while the agriculture, forestry, animal husbandry, and fishery index rose 1.09% [26] - The breeding sector showed the best performance with a 2.60% increase [26]

央视网消息：入夏以来，在河北省衡水市，有近万只夏候鸟进入衡水湖国家级自然保护区进行繁殖，数量和规模刷新历史纪录。 鸟类数量增长源于当地持续推进湿地生态保护和修复。在衡水湖旅游景区智慧指挥中心内，监测大屏实时呈现湿地生态数据与候鸟活动轨 迹，通过数据整合与动态分析，为湿地保护的精细化管理和科学决策提供了直观依据与技术支撑。 江苏南京：山野流萤如星海 生态秘境引客来 盛夏之夜，位于江苏省南京市浦口区老山脚下的吴家大洼景区化身为梦幻"荧光秘境"，数以万计的萤火虫在林间翩跹起舞，宛如坠落人间 的星河。这一自然奇观吸引了不少市民游客前来"追萤打卡"。 通过延时画面可以看到，随着暮色渐浓，吴家大洼景区内的林间小道中，数以万计的萤火虫闪烁着黄绿色的光点，点点荧光宛若星辰，忽 明忽暗、忽高忽低，宛如童话世界。 每年七八月是萤火虫出没的季节，它们的荧光是异性间求偶和交配的重要信号。随着观萤人数增多，景区也采取了保护措施，其中，7月1 日至7月31日期间，吴家大洼景区的萤火虫核心繁殖区实行封闭管控。此外，在夜间观萤期间，园区的志愿者们也会不断提醒市民游客科学观 萤，减少光源、声源对萤火虫的影响。 在衡水湖国家级自然保护区内，鹭鸟 ...

聚焦"四乱"，深入打好碧水"保卫战"。建立健全巡河、治河、管河长效管控机制，按照镇级河长每月巡 河不少于1次，村级河长每月不少于4次的巡查要求，定时督促完成巡河任务，截至目前，已完成巡河 270人次。对河洪道内的乱堆、乱采、乱占、乱建行为及时发现，及时整改，截至目前，已整改宣家沟 兰和铁路项目乱堆2处，乱建1处。同时，与防溺水工作紧密结合，设置警示标志，加强巡逻巡查，时刻 敲响"安全"警钟，全力织牢织密"安全网"。 村民共治，绘就人水和谐"新图景"。利用微信平台、抖音小视频、QQ群、流动广播等为载体线上线下 在全镇范围开展水法律法规宣传和节水宣传活动，扩大宣传覆盖面，提升群众知晓率，引导群众关心、 支持、参与、监督"河长制"工作落实。开展"清河、护岸、净水、保洁"专项行动、河道塑料垃圾清漂专 项行动、"清洁家园""清洁田园""清洁水源"农村人居环境整治行动及小流域水环境"清废行动"。截至目 前，全镇累计出动垃圾清运车1460余次，清理生活垃圾1210余吨，整治生活垃圾乱堆乱放160处，清理 房前屋后、田间地头445处，286吨。同时，加强短时突发暴雨洪水和山洪、滑坡等气象地质灾害预警， 强化人员物资调配，坚持 ...

Core Viewpoint - The "Breaking Waves and Coexistence" conference aims to explore the development of the digital industry ecosystem in China, focusing on how digital technology can empower various sectors and how Chinese enterprises can achieve sustainable growth in a global context [1][2]. Group 1: Conference Overview - The conference will be held on July 29 at the Westin Hotel in Shanghai, organized by China Business News [1]. - The theme "Breaking Waves and Coexistence" symbolizes innovation and collaboration in the face of technological advancements and competitive pressures [1]. - Key topics include the deep integration of digital technology across industries and the transition from "technology going abroad" to "ecosystem going abroad" for Chinese companies [1]. Group 2: Discussion Topics - Discussions will focus on building an efficient collaborative ecosystem for overseas expansion and innovative global dissemination of cultural products and services [2]. - The integration of digital twin technology and other advanced technologies into product design, marketing, and user experience will be explored [2]. - The conference will address the establishment of a comprehensive AI overseas ecosystem, including technical standards, application scenarios, capital support, and localized services [2]. Group 3: Initiatives and Recognition - A signing ceremony for the "ESG Initiative for Digital Export Enterprises" will take place, promoting responsible and sustainable development among Chinese companies [2]. - The conference will also release an authoritative list of "Outstanding Cases of High-Quality Development in the Digital Industry," recognizing industry benchmarks [2]. - Attendees will gain insights into digital industry policies, trends, and successful experiences in digital transformation and global strategies [2].

Core Viewpoint - The article emphasizes the historical significance and ecological wisdom of the Huai River, highlighting its role in Chinese civilization and the ongoing efforts in water management and pollution control [1][4][5]. Group 1: Historical Context - The Huai River, known as one of the "Four Rivers" in ancient China, has been a crucial part of Chinese civilization for over 4,300 years, reflecting the struggle between humans and nature [1]. - From 1194 to 1855, the Yellow River diverted the Huai River for 661 years, leading to significant efforts by various dynasties to manage the river and protect local communities [2]. - Notable figures like Pan Jixun contributed to the systematic governance of the Huai and Yellow Rivers, implementing innovative strategies to mitigate flooding [2]. Group 2: Modern Water Management - Since the establishment of the People's Republic of China, the Huai River has undergone extensive management, with significant initiatives launched after severe flooding in 1950 [2][3]. - The "蓄泄兼筹" (storage and discharge) strategy has guided three major waves of water management efforts, resulting in the construction of key infrastructure such as the Wangjiaba Dam [3]. - The Wangjiaba Dam has played a critical role in flood control, demonstrating the community's spirit of sacrifice for the greater good [3]. Group 3: Pollution Control Efforts - The 1980s saw increasing water pollution in the Huai River, prompting the government to prioritize its restoration through comprehensive management strategies [4]. - The implementation of the first basin-wide regulation for water pollution control marked a significant step in addressing the river's ecological challenges [4]. - Continuous efforts have led to improvements in water quality, with the Huai River's water quality classified as Grade III since 2019, transitioning from moderate pollution to good status [4]. Group 4: Cultural and Ecological Significance - The Huai River's ecological culture is an essential part of Chinese traditional culture, embodying the wisdom and emotions of the local people [5]. - There is a call for enhanced protection of cultural heritage related to the Huai River, including traditional water management techniques and local customs [6]. - Education and public engagement are crucial for fostering appreciation and recognition of the Huai River's ecological culture, promoting a collective effort in its preservation [6].

Core Viewpoint - The article discusses the challenges and solutions related to the adaptation of large models to domestic chips in China, emphasizing the need for a collaborative platform to bridge the gap between model development and chip compatibility [2][3][35]. Group 1: Model Adaptation Challenges - The successful deployment of large models requires overcoming three main hurdles: adapting the inference engine, adapting the computing platform, and adapting the upper scheduling for business system integration [9][10]. - Current tools for supporting large model inference and adaptation are diverse, but the challenge lies in effectively connecting and coordinating these fragmented tools and experiences [11]. Group 2: Collaboration Initiatives - The "Model Inference Adaptation Collaboration Plan" was launched by the Modelers community to gather developers, algorithm teams, chip manufacturers, and inference tool partners to build an open-source collaborative ecosystem [5][30]. - The community upgraded its "Mirror Center" to a "Tool Center," elevating the importance of the toolchain to be on par with model libraries and datasets [13][14]. Group 3: Community Engagement and Development - The community introduced a "Collaboration Space" where all users can submit pull requests (PRs) to contribute to documentation, adaptation code development, and optimization of inference configurations [20][29]. - The collaboration mechanism aims to aggregate dispersed adaptation efforts into a unified platform, allowing for easy downloading and secondary development [29]. Group 4: Industry Partnerships - The community collaborates with various domestic computing power manufacturers to provide developers with hardware, tools, and technical support [31]. - The initiative also integrates a diverse ecosystem of adaptation and inference software, helping developers quickly master the adaptation toolchain [32]. Group 5: Future Prospects - The "Adaptation Plan" will continue to be open for more chip manufacturers, model developers, and developers to join, with a focus on standardizing adaptation technology [34]. - If successful, this collaborative mechanism could address the critical "coordination shortfall" in the domestic chip ecosystem, facilitating the systematic implementation of models on chips [35].