当双节消费潮遇上金秋丰收季，广东创新驱动的丰收经济正释放强劲生产力。 消费市场活力迸发， 海洋经济更以2万亿体量撬动新增长极 。海陆联动的丰收图景，也成为 广东产业高质量发展的生动注脚。 21君荐读 科技赋能韶关"菌"彩，主品种占广东60%市场 亩产突破7000斤！中山鱼塘的"升级密码" 回乡创业五年，家乡直接开挂！ 让我们透过这些鲜活图景，解码广东产业从"量增"到"质升"的进阶逻辑！ 2 智能 悦 读 · 权 威 . ry S 扫码点击下载 SFC 出品 | 南方财经全媒体集团 21世纪经济报道 制作 | 品粤工作室 21创意工作室 学习经济工作室 总策划 | 邓红辉 贾肖明 总统筹 | 杜弘禹 袁丁 指导 |丁青云 曹军 选题/执行统筹 | 喻淑琴 李振 设计统筹 | 林军明 海报 | 刘妍妍 昝金玉 视频统筹 | 白宇航 视频 | 廖恺扬 黄丹虹 邓学良 陈炯如 分发统筹 | 谭婷 曾婷芳 张楠 编辑 | 喻淑琴 李雪瑶 文案 | 程迪 林青云 黄兰雯 黄舒镱 ...

让我们透过这些鲜活图景，解码广东产业从"量增"到"质升"的进阶逻辑！（详情请点击视频↑↑） 总策划|邓红辉 贾肖明 （原标题：双节探产业：南粤丰收季 藏 "海"量新机） 当双节消费潮遇上金秋丰收季，广东创新驱动的丰收经济正释放强劲生产力。 消费市场活力迸发，海洋经济更以2万亿体量撬动新增长极。海陆联动的丰收图景，也成为广东产业高 质量发展的生动注脚。 视频统筹|白宇航 视频|廖恺扬 黄丹虹 邓学良 陈炯如 分发统筹| 谭婷 曾婷芳 张楠 编辑|喻淑琴 李雪瑶 文案| 程迪 林青云 黄兰雯 黄舒镱 出品|南方财经全媒体集团 21世纪经济报道 制作|品粤工作室 21创意工作室 学习经济工作室 总统筹|杜弘禹 袁丁 指导|丁青云 曹军 选题/执行统筹|喻淑琴 李振 设计统筹|林军明 海报|刘妍妍 昝金玉 ...

9月23日，浙江省台州市"平台+产业"双向赋能行动之京东工业-温岭水泵质量联创联盟发布会在浙江温岭举行。大会以"向质而行 抵制虚标"为主题，聚焦温 岭水泵产业高质量发展。活动现场，京东工业-浙江温岭水泵质量联创联盟正式成立，京东工业联合温岭水泵产业共同发起"向质而行质量联创宣言"，共同 发起"好货不虚标"行动。 京东工业等新型供应链服务平台的涌现，也正在给制造业企业带来新机遇。 新界泵业是温岭水泵产业集群的龙头企业之一。谈到行业痛点，新界泵业常务副总裁桂建辉对观察者网表示，流通和服务环节是水泵行业传统发展的难点、 痛点。例如，水泵安装有很高的专业性要求，安装条件制约水泵行业开拓市场，也影响消费者体验——有研究显示，水泵产品近一半的所谓"质量问题"其实 都出现在安装环节。"与京东工业的合作，正系统性地解决工业品流通与服务中的核心痛点"。 在和京东工业的合作中，新界泵业接入了由京东认证、监管的三方安装服务平台。消费者通过京东工业购买产品，就可以获得入驻服务公司更为专业、透明 的安装服务。一方面，消费者可以获得有资质、更可靠的服务，一方面，消费者有一个更可信的权益保障平台，彻底破解了工业品"安装难、不专业"的终端 ...

Core Viewpoint - The event in Beijing focused on promoting the high-quality development of the Hechi silk industry, emphasizing the integration of traditional culture and modern industry practices [1][4]. Industry Development - Hechi is recognized as the "New Silk Capital of China," with a development pattern highlighting its significance in the global silk industry [4]. - The local government is committed to building a comprehensive data space for the silk industry, enhancing the entire supply chain from mulberry cultivation to silk trade [4]. - The silk industry in Hechi aims to achieve a trillion-yuan industrial cluster, enhancing brand recognition and market connections [7]. Production and Quality - In 2024, Hechi is projected to have a mulberry plantation area of 963,200 acres and a silkworm cocoon output of 218,500 tons, accounting for 45% of Guangxi's production, 28% of China's, and 25% globally [7]. - The quality control of silkworm cocoons has been emphasized, with a stable quality rate of over 90% [4]. Cultural Integration - The event showcased the integration of non-material cultural heritage, such as Zhuang brocade and Nandan Yao silk, into the silk industry, promoting innovation and cultural exchange [4][8]. - The collaboration between traditional crafts like Zhuang brocade and modern design is encouraged to attract younger audiences [8]. Support and Collaboration - The event was organized by various governmental bodies and industry associations, indicating strong institutional support for the silk industry [9]. - The China Silk Association aims to facilitate cooperation between Hechi silk enterprises and other silk businesses across the country [7].

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The swine industry is undergoing significant policy transformation, focusing on capacity regulation and protecting farmers' rights while promoting innovation [5][6] - The latest pig price is 13.52 CNY/kg, with a slight decrease of 0.35 CNY/kg from the previous period, indicating potential short-term price declines due to policy-driven weight reductions [5][15] - The report suggests that if pig prices continue to fall, further market support and capacity control measures may be implemented [5][15] - The overall profitability of listed pig companies has shown significant growth, and with the expected recovery in pig prices and declining costs, profitability is anticipated to remain strong [6][15] Summary by Sections 1. Swine Industry - The latest pig price is 13.52 CNY/kg, with an average weight of 128.32 kg and a 15 kg piglet price of 394 CNY/head [5][15] - The Ministry of Agriculture will hold a meeting with 25 major pig companies to discuss capacity regulation measures [6][15] - Future growth stocks will focus on technological innovation and farmer interests, with companies like DeKang Agriculture and leading pig farming companies such as Muyuan and Wens recommended for investment [6][15] 2. Poultry Industry - The chicken industry faces a "high capacity, weak consumption" contradiction, with the latest chick price at 3.15 CNY/bird and broiler price at 3.43 CNY/kg [7][16] - The report highlights the importance of integrated enterprises and contract farming to increase market share [7][16] - Key investment targets include high-quality imported breeding stock leaders and full-chain leaders like Yisheng and Shengnong Development [7][16] 3. Feed Industry - The report recommends Haida Group due to improved management and increased capacity utilization, expecting significant growth [8][17] - The prices of various fish species have shown mixed trends, with some experiencing declines [8][17] 4. Pet Industry - The pet industry shows a significant increase in sales growth compared to July, with leading brands maintaining strong positions [9][20] - The competitive landscape is characterized by four leading brands, with potential risks for those unable to keep pace with growth [10][22] - The report emphasizes the importance of domestic brands like Guibao and Zhongchong, which are expected to perform well in the future [10][22] 5. Agricultural Products - The USDA's September report is bearish, with an increase in soybean planting area and a decrease in yield expectations [11][23] - The report highlights the importance of monitoring US-China trade negotiations and their impact on agricultural prices [11][23] - The agricultural sector is viewed as undervalued, with potential for significant returns as the industry transitions through various stages of recovery [11][23] 6. Market and Price Situation - The agricultural index increased by 4.81% over the past week, with the livestock sector performing particularly well [24][29] - The report notes that the CPI has been affected by food prices, which have seen a significant decline [50]

Group 1 - The article discusses the implementation of the sixth batch of "best practice cases" for free trade pilot zones, aimed at enhancing their demonstration and driving effects [1] - A total of 29 cases are promoted, focusing on five main areas: trade facilitation, government function transformation, free flow of factors, open channel construction, and high-quality industrial development [1] - The trade facilitation area includes innovations such as a new model for auxiliary inspection of import and export machinery and electronic products, and a cross-border e-commerce model for tax-free retail imports [1] Group 2 - In the government function transformation area, cases include a new model for issuing multiple professional certificates through a single examination and a new method for handling real estate transfers [1] - The free flow of factors includes the establishment of a secure and convenient cross-border data flow system and new mechanisms for the transformation of university scientific and technological achievements [1] - The open channel construction area features new mechanisms for international intermodal transport along the Asia-Europe route and collaborative development models for logistics along the Yangtze River Economic Belt [1] Group 3 - The high-quality industrial development area includes mechanisms for the sustainable development of leisure fisheries and new models for the gradient transfer of industries [1] - To date, a total of 485 institutional innovation achievements from free trade pilot zones have been promoted at the national level [1] - The Ministry of Commerce will continue to lead the inter-ministerial joint conference mechanism to summarize and promote institutional innovations from free trade pilot zones, aiming to drive deeper reforms and high-level openings across the country [1]

Core Viewpoint - The article highlights the efforts of the Fencheng City Discipline Inspection Commission in supervising the development of the peach industry, ensuring the effective implementation of agricultural policies, and addressing issues related to the use of agricultural funds. Group 1: Industry Overview - The peach industry in Fencheng City has a cultivation area exceeding 100,000 acres, with an annual production of over 200,000 tons, showcasing its significance as a local specialty industry [1] - The city has 31,000 peach growers, generating an annual output value of 1 billion yuan, illustrating the economic impact of the peach industry [4] Group 2: Supervision and Policy Implementation - The Fencheng City Discipline Inspection Commission focuses on key areas such as the distribution of agricultural funds, addressing issues like false reporting, misappropriation, and interception of funds, thereby enhancing the supervision network [2] - The commission employs a "room-group-field" supervision approach to identify and address problems in the service of industry development, ensuring accountability among officials [1][2] Group 3: Development Strategies - The city has introduced implementation opinions to accelerate the high-quality development of the peach industry, emphasizing government support, state-owned enterprise involvement, technological advancement, and market-oriented operations [3] - Policies have been established to support financial backing, land security, and technology promotion, providing new momentum for the transformation and upgrading of the peach industry [3]

Core Insights - Guangdong Province is a unique player in China's broiler chicken industry, with per capita poultry consumption at 49.2 pounds, double the national average, reflecting a strong regional preference for chicken meat [1] - The launch of the "Chinese Native Chicken Industry Base" aims to enhance the market for native chicken varieties and promote high-quality industry development through multi-party collaboration [1][2] - The introduction of the "Chinese Native Chicken Culinary Culture Promotion Center" by five leading companies aims to establish standards and marketing strategies to differentiate native chickens from fast-growing white-feathered chickens [2][3] Industry Challenges - The market share of yellow-feathered chickens has dropped from 38% in 2018 to 23% in 2024, with younger consumers showing less loyalty compared to older demographics [3] - The emergence of small white-feathered chickens, which offer a balance between growth speed and meat quality, poses a competitive threat to traditional yellow-feathered chickens [3] - The impact of avian influenza has led to live poultry bans in some areas, complicating the supply chain for yellow-feathered chickens [3] Product Development and Innovation - The native chicken varieties are characterized by slower growth and higher production costs, but they offer superior flavor and quality, which are increasingly sought after by consumers [2][4] - Companies like Wens Foodstuff Group have developed a "company + farmer" model to enhance the scale of yellow-feathered chicken farming and have established breeding companies to lead in the industry [5] - The development of a dynamic preservation system for local chicken breeds aims to integrate flavor genetics into commercial breeding, creating a closed-loop system for preservation, breeding, and promotion [5][6] Market Trends and Consumer Preferences - The demand for high-quality, flavorful chicken is rising, with a growing trend towards pre-prepared chicken dishes that cater to health-conscious consumers [8] - The promotion of native chicken culture through creative marketing strategies, such as fashion shows, aims to engage younger consumers and enhance cultural recognition [7][8] - The market for pre-prepared chicken dishes is projected to reach 485 billion yuan in 2024, with a 33.8% year-on-year growth, indicating strong potential for native chicken products [8] Strategic Initiatives - The establishment of the Chinese Native Chicken Industry Base is intended to support the scale and standardization of the native chicken industry, providing a solid foundation for industry upgrades [6] - The focus on product certification and branding aims to enhance consumer trust and recognition of native chicken products, differentiating them from white-feathered chickens [6][9] - The industry is shifting from basic consumption to a focus on high-quality experiences, with companies aiming to meet the evolving demands of consumers for both flavor and cultural significance [9]

Core Insights - The document released by China's Ministry of Industry and Information Technology and the State Administration for Market Regulation emphasizes the need to eliminate "involution" competition in the photovoltaic sector and promote high-quality development [1][2] - The "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry 2025-2026" sets a target for the average growth rate of the value-added output of major electronic manufacturing sectors to be around 7% from 2025 to 2026, with an overall revenue growth rate exceeding 5% when including lithium batteries, photovoltaics, and related components [1][2] Group 1 - The plan aims for the electronic information manufacturing industry to maintain the highest revenue scale and export ratio among 41 industrial categories by 2026, with five provinces achieving over 1 trillion yuan in revenue [1] - The server industry is expected to exceed 400 billion yuan in scale, while the domestic market penetration rate for 75-inch and larger color televisions is projected to surpass 40% [1] - The plan also highlights the transition of personal computers and mobile phones towards higher intelligence and premium quality [1] Group 2 - The document outlines strategies to optimize industrial layout and improve industrial structure, including the establishment of internationally leading electronic information industry bases and specialized clusters for small and medium-sized enterprises [1] - It emphasizes the need to legally address low-price competition in the photovoltaic sector and other products [1] - The plan promotes the advancement of high-end electronic equipment and the integration of artificial intelligence into terminal products, encouraging local innovation in AI applications [2]

Core Viewpoint - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have issued an action plan for the electronic information manufacturing industry for 2025-2026, focusing on high-quality development in sectors like photovoltaics while addressing low-price competition [1] Group 1: Industry Development - The plan aims to eliminate "involution" competition and promote high-quality growth in the photovoltaic sector [1] - It emphasizes the need for legal governance of low-price competition in photovoltaic products [1] - Local governments are encouraged to orderly layout the photovoltaic and lithium battery industries and assess production capacity [1] Group 2: Quality Management and Standards - Implementation of quality management for photovoltaic modules and lithium battery products is a key focus [1] - The plan includes the development of a safety recommendation directory for energy storage battery products based on mandatory national standards [1] - Strengthening industry self-regulation through associations and chambers of commerce is supported [1] Group 3: Monitoring and Risk Management - The action plan calls for enhanced monitoring, early warning, and risk alert mechanisms in key industries [1] - There is an emphasis on orderly adjustment of industrial scale to mitigate risks [1]