央视聚焦佛山高 明：三洲黑鹅串 起强村富民产业 链_南方+_南方 plus 产业强村"的乡 村振兴新路径。 全产业链构建产 业升级新格局 三洲黑鹅（亦称 三洲乌鬃鹅）， 是高明区特有的 地方畜禽品种， 作为岭南三大名 鹅之一，与狮头 鹅、马岗鹅齐 名，是广东省的 优质鹅种代表。 早在上世纪90年 代，三洲黑鹅便 以骨细肉多、味 道鲜美的特质打 入港澳市场，历 经三十余年发 近日，央视栏目 《乡村振兴中国 行》报道佛山高 明区以国家地理 标志产品"三洲 黑鹅"为核心引 擎，打造从"田 间地头"到"舌尖 文旅"的全产业 链。2024年"三 洲黑鹅"总产值 达30亿元，同比 增长30%；带动 主产地苗迳村成 为全国知名的现 代畜牧养殖示范 村，村集体收入 增加700余万 元、人均增收近 6000元，探索 出"地标兴农、 等资源形成产业 展，市场品牌日 益彰显。 围绕"三洲黑 鹅"为主导产 业，高明区创 新"龙头企业+合 作社+农户"三级 联农带农机制， 在苗迳村集约近 4000亩农用地建 立国家级畜禽现 代养殖示范区， 吸引海鹏、海达 等4家龙头企业 进驻，并成立3 家专业合作社和 明城草鹅协会， 整合周边70多家 ...

今年2月份，参加完民营企业座谈会，黑龙江飞鹤乳业有限公司董事长冷友斌倍感振奋。他说，"会议强 调要坚定不移走高质量发展之路，坚守主业、做强实业，加强自主创新，这让我们更有底气聚焦核心技 术突破，不断做大做强中国奶粉品牌，以实际行动推动高质量发展"。 "中国宝宝的奶瓶要掌握在中国人自己的手中。"冷友斌坚信，没有好的奶源，没有规模化的牧场，就没 有好的产品。从一粒种子、一棵牧草、一头奶牛到一罐奶粉，飞鹤乳业持续加大在全产业链上的投入， 加速技术创新与科研转化，提升企业核心竞争力，"未来，中国飞鹤以全球化研发赋能，持续拓展海外 市场，提升品牌的全球影响力"。 自建牧场 "婴幼儿配方奶粉是所有乳品中科技含量和精细度要求最高的。"冷友斌坦言，做婴幼儿配方奶粉没有诀 窍，只有老老实实打基础，根深才能叶茂。 黑龙江省齐齐哈尔市位于北纬47度，这里有充沛的阳光、肥沃的黑土地、广袤的平原，是世界公认的黄 金奶源带。早在赵光农场当技术员时，冷友斌就提出"得奶源者，得天下"。在那个手工挤奶、满大街送 奶的时代，冷友斌坚持自建奶源基地。 过去，乳企多采取向散户收奶或集中奶站榨奶的模式，难以避免掺假、奶质参差不齐等问题。与此同 时，中 ...

Core Insights - The article highlights the significant increase in China's exports despite the challenges posed by U.S. tariffs, showcasing the resilience and competitiveness of Chinese manufacturing in the global market [1][17]. Trade Performance - In Q1, mechanical and electrical products accounted for 53% of China's export value, with 72,000 new energy vehicles sold primarily to Mexico and the UAE [3]. - Urea fertilizer sales in Henan surged by 947.8% quarter-on-quarter, with costs dropping by 700 yuan per ton, disrupting international pricing [3]. Manufacturing Efficiency - China's supply chain efficiency is emphasized, particularly in the electric vehicle sector, where all components can be sourced within a 50-kilometer radius, significantly outperforming traditional manufacturing hubs like Detroit [5]. - The global shipbuilding industry is dominated by China, holding 70% of new ship orders, with some companies like Hudong-Zhonghua having orders extending to 2030 [5]. Technological Advancements - The export of industrial robots increased by 81.9%, with Polish factories replacing German equipment with "Chinese smart manufacturing" [6]. - Innovative products, such as AI-integrated cleaning robots and advanced cameras, are gaining popularity in international markets, indicating a shift in consumer perception towards Chinese goods [6]. E-commerce Growth - Cross-border e-commerce is thriving, with platforms like Dunhuang.com utilizing smart systems to circumvent U.S. tariffs by splitting orders into smaller, tax-exempt packages [8]. - The volume of cross-border e-commerce at Hangzhou Xiaoshan Airport grew by 30%, driven by high demand for mobile accessories and clothing [8]. Policy Support - The Chinese government has implemented reforms, such as batch inspection reforms by Lanzhou Customs, which have expedited the export process and reduced clearance times by 30% [12]. - The China-Europe Railway Express saw a 15% increase in trips this year, with freight costs decreasing by 30%, facilitating trade from various regions in China to Europe [12]. Competitive Response - In response to U.S. tariffs, companies are innovating, such as a shoe factory in Quanzhou developing its own "air suspension technology" to compete with major brands like Nike [15]. - The Ministry of Commerce has initiated actions to improve product quality and reduce counterfeit goods, with significant enforcement against trademark infringements [15].

Core Viewpoint - Shenyang is leveraging its unique agricultural resources and modern technology to develop a high-quality agricultural sector, focusing on key industries such as sauerkraut, meat chickens, freshwater fish, and rice paddy art, thereby driving rural revitalization and economic growth [1][4][14] Group 1: Agricultural Development - Shenyang is enhancing its agricultural production through intelligent farming and brand empowerment, transforming local specialties into comprehensive industrial chains [1][4] - The city aims to become a national hub for freshwater fish, with a projected production of 232,000 tons and a fishery output value of 3.34 billion yuan in 2024 [5] - Shenyang's agricultural products are not only meeting local demand but also extending their reach to northeastern provinces and major regions like Beijing-Tianjin-Hebei and the Yangtze River Delta [5] Group 2: Brand and Market Expansion - The "Rice Dream Space" scenic area has gained popularity as a tourist destination, attracting hundreds of thousands of visitors annually and enhancing the brand value of Shenyang rice [6][8] - The city is integrating agricultural production with tourism and cultural branding, aiming to create a strong regional public brand for agricultural products [8][14] - Shenyang is promoting its unique agricultural products, such as sauerkraut and chicken, as key drivers of economic growth and brand recognition [9][14] Group 3: Industry Chain Development - The sauerkraut industry in Shenyang has seen significant growth, with 65 operating companies producing approximately 700 million pounds annually, accounting for 60-70% of national sales [9] - The white feather chicken industry is projected to reach a total industrial chain value of 10 billion yuan in 2024, with a focus on expanding the value chain through processing and branding [13][14] - Shenyang is committed to enhancing its agricultural ecosystem by strengthening leading enterprises and extending the value chain from production to market [14]

Group 1: Financial Performance - The company reported a revenue of 1,344.82 million CNY and a net profit of 31.39 million CNY for 2023, with a revenue of 1,501.22 million CNY and a net profit of 32.07 million CNY for 2024, indicating stable performance since its listing [6] - In Q1 2025, the company achieved a revenue of 32.93 million CNY, a year-on-year increase of 21.62%, and a net profit of 7.07 million CNY, up by 10.54% compared to the previous year [8] - The company has maintained a consistent dividend payout, with distributions of 64.24 million CNY in 2022, 102.20 million CNY in 2023, and 143.08 million CNY in 2024 [11] Group 2: Market Strategy and Growth - The company is expanding its business into water meters and automotive parts, with the automotive parts segment generating 59 million CNY in revenue in 2024, accounting for only 3.93% of total revenue [10] - The company plans to enhance its international market presence and is actively exploring new opportunities in the automotive parts sector [3] - The company has established a full industry chain model, from traditional gas meters to smart gas meters and flow meters, to strengthen its market position [3] Group 3: Research and Development - The company has invested in multiple R&D centers across cities like Shanghai, Beijing, and Xi'an, with an average R&D expense ratio of 6.84% over the past three years [10] - In 2024, R&D investment reached 104.96 million CNY, reflecting a year-on-year growth of 17.41% [10] - The company focuses on developing ultrasonic gas meters and flow meters, ensuring competitive advantages in both domestic and international markets [11] Group 4: Corporate Social Responsibility - In 2024, the company donated 90,000 CNY and implemented measures for sustainable development, including the installation of solar panels and energy-efficient equipment [4] - The company is committed to carbon neutrality and green factory certification, actively managing supply chain carbon emissions [4]

Core Viewpoint - The company, Shandong Longda Food Co., Ltd., reported a net profit of 21.62 million yuan for 2024, but it plans not to distribute any cash dividends or issue bonus shares due to negative retained earnings of -49.37 million yuan as of December 31, 2024 [14][12][16]. Company Overview - The company follows a "one body, two wings" development strategy, focusing on food as the main business while supporting it with breeding and slaughtering operations [4]. - Main products include prepared foods, cooked products, and fresh frozen meat [4]. Business Segments Food Business - The food business encompasses the R&D, production, and sales of prepared foods and cooked products, with a focus on market-driven innovation and quality control [5]. - The company has established long-term partnerships with major clients such as Haidilao, KFC, and McDonald's, positioning itself as a leading supplier in the domestic food service industry [5]. Slaughtering Business - The slaughtering segment includes pig slaughtering and fresh frozen meat processing, with an annual capacity of 15 million pigs across eight large slaughterhouses [7]. - In the reporting period, the company slaughtered 501,890 pigs, utilizing advanced equipment and maintaining high hygiene standards throughout the production process [7]. Breeding Business - The breeding segment aims to control raw material costs and meet traceability requirements for major clients, employing both "company + farmer" and self-breeding models [8]. - The company reported a pig output of 382,400 heads during the reporting period, contributing to cost control and improved profitability [8]. Financial Data - The company reported a net profit of 21.62 million yuan for 2024, with total distributable profits of -49.37 million yuan, leading to the decision not to distribute dividends [14][16]. - The company has a significant debt burden, with a credit rating downgrade to A+ due to financial losses and high leverage [11]. Related Transactions - The company plans to engage in banking transactions with Dazhou Bank, with expected loan amounts not exceeding 3 billion yuan and deposit amounts also capped at 3 billion yuan [22]. - The board approved a guarantee limit of 6 billion yuan for subsidiaries, with specific allocations based on their debt ratios [28][29].

2025.04. 24 本文字数：2191，阅读时长大约4分钟 导读 ： 伴宠机器人、可用再生能源的锂电割草机……中国产品吸引外商的不仅是价格，更多是创新性、可定 制。 作者 | 第一财经 王珍 封图 | 俞倩在广交会接待外国客商 作为中国对外贸易的晴雨表，目前正在广州举行的第137届中国进出口商品交易会（广交会），展馆 里外商云集、人流如鲫。关税变数没有阻挡外商们的采购热情。 做电动工具出口的俞倩中午12点在接待客商的间隙告诉第一财经记者，与往年不同，今年中国的出 口企业没有再把创新产品"藏着、掖着"，而是把创新产品大方地陈列出来、吸引客人，来广交会的客 商也不只是简单地压价，会坐下来细谈产品的定制。 俞倩顺手拿起一个外形有点像游戏机的汽车打蜡机说，她会让同事把汽车美容后市场工具往小家电的 风格去设计。尽管美国市场的出口暂时碰到挑战，但是俞倩说"在内销上已找到感觉，中国市场很 大，拥有汽车的人越来越多，我们也在做自己的品牌"。 更让她兴奋的是，她们展出的电机、控制器等全产业链零配件，激发了外商的定制需求。一位阿根廷 客人提出，能否与她们合作研制用于畜牧业拉牲口的收绳电动工具，她预计两三个月就能研发出新产 品 ...

Core Insights - The 137th China Import and Export Fair (Canton Fair) showcases strong foreign interest in Chinese exports despite tariff uncertainties, highlighting a shift towards innovation and customization in product offerings [4][5] Group 1: Innovation and Product Development - Chinese export companies are openly displaying innovative products at the Canton Fair, moving away from previous practices of withholding new designs [4] - Companies like Zhejiang Chengkang Electromechanical Manufacturing Co. are focusing on developing their own brands and responding to domestic market demands, indicating a strategic pivot towards internal sales [4][5] - Zhejiang Dongyi New Energy Power Technology Co. has successfully introduced innovative products like a fifth-generation lawn mower in the European market, demonstrating adaptability despite challenges in the U.S. market [7] Group 2: Market Expansion Strategies - Companies are diversifying their market strategies by exploring e-commerce platforms such as Taobao and JD.com for domestic sales, while also targeting emerging markets in Russia, Kazakhstan, and Thailand [10] - The battery industry, represented by companies like Nanfu Battery, is also seeking growth in Europe and emerging markets, capitalizing on new regulations that require removable batteries in appliances [10][11] - Customization is a key trend, with companies like Jinda Intelligent Innovation Technology Co. receiving numerous inquiries for tailored products from international clients, indicating a demand for localized solutions [11] Group 3: Sales Performance and Future Outlook - Jinda Intelligent has reported over 100,000 intended orders for their robotic products at the fair, showcasing strong demand and a robust supply chain for rapid product assembly [8] - The export of alkaline batteries by Nanfu reached 1.6 billion units last year, with expectations for continued growth and the potential addition of production lines to meet rising demand [10][11] - The pet robot market is projected to grow by 5%-10% annually, driven by increasing pet ownership, indicating a promising future for companies in this segment [11]

Core Viewpoint - The key factor for Muyuan Foods (牧原股份) to turn losses into profits in Q1 is the significant reduction in costs, despite a decline in pig prices and sales volume [1][2]. Group 1: Financial Performance - Muyuan Foods expects a net profit attributable to shareholders of 4.3 billion to 4.8 billion yuan in Q1, representing a year-on-year increase of 280.75% to 301.77% [1]. - The average sales price of pigs in January and February was 14.76 yuan/kg, dropping to 14.3 yuan/kg in March, indicating a downward trend in pig prices [3]. - The company's breeding costs decreased significantly, with costs per kg dropping from 15.8 yuan in January-February to 12.5 yuan in March, contributing at least 2 yuan/kg to profit growth [4]. Group 2: Sales and Production - The sales volume of pigs in Q1 was 18.395 million heads, aligning with annual targets, while the sales of piglets surged by 595% to 414,900 heads compared to the previous year [5][6]. - The company has a target of 72 million to 78 million heads of market pigs and 8 million to 12 million piglets for 2025 [5]. Group 3: Strategic Direction - Muyuan Foods has shifted its strategy to "steady growth," with capital expenditures expected to decrease, indicating a focus on quality rather than rapid expansion [7]. - The company has established a wholly-owned subsidiary in Vietnam, indicating progress in its international expansion efforts [1][8]. - Investors are concerned about how the company will find new growth markets, as the current production capacity and pig prices will directly impact its upper limits [9].

Investment Rating - The report maintains a "Buy" rating for the hydrogen and fuel cell industry [5] Core Insights - The hydrogen and fuel cell industry is experiencing significant growth, with a notable increase in fuel cell system installations and vehicle registrations, driven by strong policy support and market demand [5][39] - The integration of system suppliers and automotive manufacturers is becoming a trend, enhancing sales channels and collaboration within the industry [2][5] - The green hydrogen sector is seeing a surge in demonstration projects and bidding activities, indicating a robust pipeline for future growth [4][39] Summary by Sections Fuel Cell System Installations - In February 2025, the installed capacity of fuel cell systems reached 26.88 MW, a year-on-year increase of 269.3% [9] - Cumulatively, from January to February 2025, the total installed capacity was 40.84 MW, reflecting a 4% decrease year-on-year due to seasonal fluctuations [9] Vehicle Registrations - In February 2025, the number of registered fuel cell vehicles was 288, marking a 433% increase year-on-year, although production and sales figures showed a decline [15] - Cumulatively, from January to February 2025, the total number of registered vehicles was 415, a slight increase of 1% year-on-year [15] Leading Companies - Hyundai Hydrogen Energy led the monthly installation of fuel cell systems in February 2025 with 9.4 MW, accounting for 35% of the market [2][18] - In terms of vehicle registrations, Hyundai also ranked first with 144 units in February 2025, representing 50% of the total [26] Demonstration Projects - The Guangdong demonstration city cluster showed the highest vehicle deployment in February 2025, with 144 units, all from Shenzhen [3][29] - The green hydrogen sector is witnessing a significant increase in project bidding, with approximately 620 MW of projects tendered in early 2025, an eightfold increase year-on-year [4][39] Market Trends - The report highlights a trend towards closer collaboration between system suppliers and automotive manufacturers, which is expected to enhance market dynamics and efficiency [2][5] - The average bidding price for electrolyzers has decreased significantly, with alkaline electrolyzers averaging 0.84 yuan per watt, indicating a trend towards cost reduction in hydrogen production [5][39]