Investment Rating - The investment rating for the agriculture, forestry, animal husbandry, and fishery industry is "Positive" (maintained) [1] Core Viewpoints - The report highlights a significant transformation in industry policies, focusing on protecting farmers' rights and stimulating enterprise innovation. Future growth stocks will likely prioritize technological content and innovative models while mobilizing existing production factors [5][16] - The report anticipates that the industry's profit center will recover due to clear capacity regulation policies and a strong commitment to maintaining stable pig prices [5][16] - The report recommends focusing on companies with a "platform + ecosystem" model, particularly technology-driven and service-oriented ecological platform companies like Dekang Agriculture, as well as leading pig farming companies such as Muyuan Foods and Wens Foodstuff [5][16] Summary by Sections 1. Swine Industry - The latest pig price is 13.67 CNY/kg (down 0.06 CNY/kg MoM), with an average slaughter weight of 127.82 kg (up 0.02 kg MoM). The price for 15 kg piglets is 484 CNY/head (down 33 CNY/head MoM). Short-term price declines may be due to policy-induced weight reductions [4][15] - Dekang reported a pre-fair value profit of 1.273 billion CNY for H1 2025, a 251% YoY increase, and is expected to achieve over 1.5 billion CNY in profits from its swine segment, with a per-head profit exceeding 300 CNY [5][15] 2. Poultry Industry - The price of chicken seedlings in Yantai is 3.65 CNY/chick (unchanged MoM), and the price of broiler chickens is 3.65 CNY/kg (up 1.39% MoM, down 4.7% YoY). Seasonal factors and structural price increases in downstream products may lead to a price recovery in the industry [6][16] - The report identifies two main lines of focus: high-quality imported breeding stock leaders and fully integrated industry leaders like Yisheng and Shengnong Development [6][16] 3. Feed Industry - The report recommends Haida Group due to the recovery of the industry, improved management effects, and increased capacity utilization, which is expected to lead to volume and profit growth [7][17] - The report notes a slight decline in water product prices due to the seasonal arrival of new fish varieties, with various fish species showing mixed price changes [7][17] 4. Pet Industry - The pet category saw a month-on-month increase in sales growth in July, despite uncertainties regarding tariffs and export fluctuations impacting the sector [9][20] - The report emphasizes the resilience of leading companies in the pet sector, such as Guibao and Zhongchong, which are expected to maintain high growth rates and drive industry concentration [9][21] 5. Agricultural Products - The USDA's August supply and demand report unexpectedly lowered the new season's soybean harvest area, tightening the supply-demand relationship for U.S. soybeans. Domestic soybean imports are expected to decline seasonally, which may lead to an upward shift in soybean meal prices [11][21]

Group 1 - Nanyang's cultural tourism industry is experiencing significant growth, with 58.09 million visitors and a total tourism revenue of 48.23 billion yuan in the first half of the year, representing year-on-year increases of 4.65% and 12.71% respectively [1] - The cultural and related industries' added value now accounts for 5.3% of Nanyang's GDP, highlighting the importance of cultural tourism to the local economy [1] - Nanyang's branding as "Three Visits City" is becoming a key attraction, enhancing its image and promoting regional development [4][13] Group 2 - Nanyang is actively promoting its cultural tourism through various events, including a promotional video in Milan and activities in Beijing and Wuhan, showcasing its commitment to cultural integration and tourism development [4] - The city aims to build a strong cultural brand and enhance its tourism offerings, focusing on unique experiences and high-quality development [4][14] - The establishment of themed accommodations, such as the unique lodgings at Jiulong Lake, is driving tourism growth and attracting visitors from afar [5][14] Group 3 - Nanyang's tourism strategy includes the development of diverse accommodation options, with 464 themed lodgings currently operational in Nanzhao County, focusing on wellness, family interaction, and forest sightseeing [5][14] - The region's natural beauty and favorable climate make it a popular destination for summer tourism, with significant visitor numbers reported in scenic areas like Xixia and Taiping Town [6][16] - The integration of cultural and tourism sectors is evident in the development of night economies and immersive cultural experiences, enhancing the overall visitor experience [10][12][11] Group 4 - The local government is implementing a three-year action plan to boost the cultural and tourism industry, emphasizing the "cultural tourism + various industries" model to stimulate economic growth [9] - Nanyang's tourism industry is characterized by a strong focus on ecological and cultural tourism, with initiatives to enhance local attractions and promote sustainable practices [18][19] - The region is seeing a rise in themed accommodations and experiential tourism, with a focus on integrating local culture and natural resources into the tourism experience [19][20]

Group 1 - In the first half of the year, the sub-center added 400 key projects under discussion and registered 230 key enterprises, with 47 foreign-funded projects landing, leading the city in new foreign investment projects [1] - A total of 176 central and municipal state-owned enterprises have settled in the sub-center, with key projects like the Langchao Group's Tongzhou base officially launched, injecting strong momentum for high-quality development [1] - Tongzhou District's investment promotion center has developed a "1+1+6+N" integrated investment promotion reform plan and established the first fully state-owned investment platform with a registered capital of 200 million yuan, marking a significant step towards market-oriented investment promotion [1] Group 2 - Tongzhou District has strengthened the role of foreign investment teams, accumulating over 100 foreign investment projects under discussion, and has actively promoted regional collaborative development through partnerships with districts like Haidian and Chaoyang [2] - The district successfully hosted a series of brand activities, including the G20 Young Entrepreneurs Alliance event, effectively enhancing the brand influence of the "city sub-center" [2] - In the 2025 Zhongguancun Forum, Tongzhou District signed five major projects in fields such as healthcare and green energy, with an expected total investment exceeding 4 billion yuan, demonstrating strong market confidence in the sub-center's development prospects [2]

Core Viewpoint - The article discusses the measures introduced by the Xuhui District Science and Technology Commission and the Xuhui District Market Supervision Administration to promote the development of the instrument and meter industry, focusing on enhancing innovation capabilities, accelerating industrial incubation, and promoting high-quality industrial development [2][3][7]. Group 1: Enhancing Innovation Capabilities - The measures aim to promote the establishment and development of major innovation carriers, projects, and platforms in the instrument and meter sector, providing support in terms of space, operations, and talent, with rewards for outstanding contributions [4][9]. - Support for the construction of common technology platforms, concept verification centers, and pilot test platforms, with a maximum funding of 30 million yuan for recognized projects [4][9]. - Strengthening the role of enterprises as innovation subjects by supporting the establishment or restructuring of national key laboratories and engineering research centers, with rewards of up to 2 million yuan and 1 million yuan respectively for national and municipal recognitions [4][9]. Group 2: Accelerating Industrial Incubation - Support for the construction of high-quality incubators for the instrument and meter industry, with funding generally not exceeding 30 million yuan [4][10]. - Encouragement for instrument and meter enterprises to lead the establishment of open innovation centers and innovation consortia, with phased support of up to 30 million yuan based on construction and operational effectiveness [4][10]. - Support for key technology breakthroughs in the instrument and meter field, with funding of up to 300,000 yuan for disruptive technology projects and up to 1 million yuan for the transformation of research results [4][10]. Group 3: Promoting High-Quality Industrial Development - Accelerating the gathering of high-quality enterprises in the instrument and meter sector, with one-time support of up to 10 million yuan for attracting domestic and foreign quality enterprises [5][11]. - Supporting the growth of instrument and meter enterprises to enhance their scale and influence, with rewards of up to 30 million yuan based on operational and growth capabilities [5][11]. - Encouraging the development of application scenarios in collaboration with AI and big data companies, with support of up to 500,000 yuan for projects demonstrating industry-leading effects [5][11][12].

下一步市质检所将聚焦平板量具产业计量痛点与需求，针对性地为当地企业提供量值溯源、产品检测、技术咨询等全方位计量服务支持， 助力赵寨子镇平板量具产业进一步提升产品质量与核心竞争力，推动产业向更高质量发展迈进。(通讯员聂一平) 近日，聊城市质检所技术人员赴素有"中国平板量具之乡"美誉的高唐县赵寨子镇，就当地平板量具产业计量工作开展调研。 技术人员先后调研了高唐当地多家代表性的平板量具制造企业，参观了企业生产车间，并围绕原材料供应、产品生产、现场检测等关键环 节与企业负责人进行了深入交流，重点就如何精准对接企业计量需求、提升服务效能等议题进行了细致探讨，为后续服务工作明确了方 向。 ...

江苏轨道交通装备产业规模今年力争达千亿级别 智通财经8月1日电，记者8月1日从江苏省工信厅获悉，根据江苏省轨道交通装备产业高质量发展行动方 案，今年江苏省轨道交通装备产业规模将力争达千亿级别，产业基础能力进一步夯实，产业链薄弱环节 实现自主可控，智改数转网联水平加快提升，成为全国轨道交通装备产业创新发展高地。同时力争创建 省级制造业创新中心1家，新增省级及以上专精特新企业10家。 (证券时报) ...

近日，安徽省淮北市制定出台《淮北烫面产业高质量发展行动方案》(以下简称《行动方案》)，推进淮 北烫面产业提档升级，加快淮北烫面产业化、规模化、标准化、品牌化进程，实现一二三产业高质量融 合发展。 《行动方案》从建立淮北烫面产业发展协调机制、制定淮北烫面产业高质量发展扶持政策、持续优化营 商环境、强化正向激励4个方面提出保障措施；从淮北烫面产业高质量发展宣传推广方案、淮北烫面产 业扩量提质行动方案、淮北烫面产业品牌建设行动方案、淮北烫面产业市场开拓行动方案、淮北烫面产 业高质量发展招商工作方案、淮北烫面产业高质量发展财政支持政策等12个方面配套出台相关政策方 案。 据介绍，淮北市将坚持政府主导，强化重大事项统筹，充分发挥成员单位职能作用，不断加大政策扶持 力度，持续优化营商环境，全力推动淮北烫面产业高质量发展。(秦怀庆) 据悉，《行动方案》确定4个发展目标。一是产业规模实现新跃升。力争到2027年，该市淮北烫面工业 产值累计达12亿元，全产业链总产值累计达50亿元。二是产业能级实现新跨越。围绕小麦、蔬菜、肉牛 等优势主导产业精准发力，争取创建以淮北烫面为主导的省级高端绿色食品产业基地。三是创新能力取 得新突破。 ...

Group 1 - The core viewpoint of the article emphasizes the initiatives taken by Dongying City to promote the high-quality development of the petroleum equipment industry [1][3] Group 2 - Dongying City has developed the "Dongying Petroleum (Chemical) Equipment Industry Development Plan (2024-2028)" to guide the industry's development goals, directions, and paths [3] - The city is focusing on the construction of 18 key projects with a total investment of 3.174 billion yuan, ensuring timely production and effectiveness [3] - Comprehensive policy and financial support are being provided for enterprises in areas such as technological transformation, digital transformation, and the development of key core components [3] - Dongying City is facilitating market expansion for enterprises by leveraging overseas oil market coordination services and promoting collaboration with major oil companies [3]

"过去，地方之间的产业竞争一直很严重，新质生产力的热潮来临后变得更严重了。"华北某地国资工作人员向融中财经表示。他还强调，一提到半导体、人 工智能、新能源等领域，大家的普遍想法都是"管他三七二十一，投就完了。" 他所描述的似乎正是大多数地方国资的真实写照——一哄而上，跟风投资。 这样的打法显然是错误的，一哄而上，跟风投资只能会导致同质化严重、行业泡沫加剧。 为了改善这一问题，7月30日，国家发改委发布公告，为贯彻落实《国务院办公厅关于促进政府投资基金高质量发展的指导意见》，加强政府投资基金布局 规划和投向指导评价，国家发改委会同有关方面起草了《政府投资基金布局规划和投向工作指引（公开征求意见稿）》（以下简称《指引》）和《加强政府 投资基金投向指导评价管理办法（公开征求意见稿）》（以下简称《管理办法》），现向社会公开征求意见。 《指引》强调，政府投资基金的设立应契合全国统一大市场的建设要求，摒弃以招商引资为单一目标的模式，倡导降低或取消返投比例。在投资方向上，基 金需遵循国家生产力布局的宏观调控，规避存在结构性矛盾的产业，警惕新兴产业领域的盲目跟风与一哄而上现象，积极支持相关企业开展兼并重组，加速 技术迭代升级 ...

Core Viewpoint - The inspection and testing industry in China is transitioning towards a quality and efficiency-oriented model, with a focus on enhancing service capabilities and supporting high-quality development [1][2][3]. Group 1: Industry Performance - In 2024, the inspection and testing industry achieved a revenue of 487.6 billion yuan, representing a year-on-year growth of 4.41% [1]. - The number of inspection and testing institutions decreased to 53,057, with the total number of reports issued dropping to 553 million, reflecting a decline of 1.44% and 8.66% respectively [1]. - The average revenue per institution increased by 515,100 yuan, and the average revenue per report rose by 110.89 yuan, indicating a significant enhancement in the "value" of inspection and testing services [1]. Group 2: Industry Structure - The proportion of large-scale institutions (with revenue over 10 million yuan) increased to 7,972, accounting for 15.03% of the industry, up by 7.02% year-on-year [2]. - The number of small and micro institutions (with fewer than 100 employees) decreased to 51,007, representing 96.14% of the industry, down by 0.12% [2]. - The industry is witnessing a trend towards concentration and higher-end supply capabilities, with emerging sectors like new energy and smart equipment seeing a 2.05% increase in institutions, while traditional sectors experienced a 0.44% decline [2]. Group 3: Technological Advancements - High-tech certified inspection and testing institutions generated revenues of 232.2 billion yuan, with a year-on-year growth of 7.58%, contributing 47.63% to the industry's total revenue [3]. - Institutions recognized as specialized and innovative small and medium enterprises contributed 806.23 billion yuan, accounting for 16.53% of the revenue from 2.83% of the institutions [3]. - The market regulatory authority is promoting the development of a comprehensive inspection and testing service system to support industrial optimization and upgrading [3]. Group 4: Innovation and Future Development - The market regulatory authority encourages inspection and testing institutions to extend their services to the front end of the innovation chain, supporting product design and development [5]. - Collaborative efforts are being made to establish public testing service platforms for emerging technologies, such as artificial intelligence, covering various industry sectors [5]. - Future initiatives will focus on problem orientation, goal guidance, and collaborative innovation to enhance the professionalization and high-end value chain of inspection and testing services [6].