证券日报网讯湖南裕能（301358）12月1日发布公告，在公司回答调研者提问时表示，近期，中国化学 （601117）与物理电源行业协会铁锂材料分会发布了磷酸铁锂材料成本指数，并倡议将其作为企业报价 的重要参考依据，旨在遏制行业"内卷式"恶性竞争，推动行业从"规模竞争"向"质量竞争"跨越。公司将 与行业各方共同维护健康有序的市场环境，助力产业链实现可持续、高质量发展。 ...

Core Points - The International Dairy Federation (IDF) board meeting took place in Santiago, Chile, where representatives from over 30 countries voted to reappoint Yun Zhanyou, Vice President of Yili Group, as a board member [1][3] - Yun's reappointment signifies deeper involvement of Chinese dairy industry in global governance and enhances the global voice of China and emerging markets [1][3] Group 1: Appointment and Recognition - Yun Zhanyou was nominated by the China Dairy Industry Association and became the only board member from China during the IDF board meeting in Chicago [1] - The reappointment is seen as a recognition of Yili Group's contributions to the global dairy industry and its role in promoting high-quality development [3][4] Group 2: Contributions and Future Directions - Yili has been actively involved in various IDF working committees, contributing to sustainable development and innovation in the dairy sector [4] - The global dairy industry is undergoing significant changes, focusing on innovation and sustainability, and Yili aims to share its experiences in these areas while fostering international cooperation [4]

Core Viewpoint - The storage industry in China is responding to the "anti-involution" initiative, with over 150 companies signing a proposal to promote fair competition and healthy development in the sector [1][2]. Group 1: Industry Response - As of August 14, 152 companies have actively participated in the initiative, including major players like BYD, EVE Energy, Huawei Digital Energy, and Xiamen Hichain Energy Technology [1]. - Among the top ten lithium-ion battery manufacturers, nine have joined the initiative, and eight out of the top ten energy storage system integrators are also participants, indicating strong support from the industry [1]. Group 2: Industry Challenges - The new energy storage capacity in China reached 94.91 million kilowatts (22.2 billion kilowatt-hours) by the end of June, reflecting a growth of approximately 29% compared to the end of 2024 [1]. - Despite rapid growth, the price of lithium battery storage systems has plummeted nearly 80% over the past three years, leading some companies to face a situation of "increased revenue without increased profit" [1]. Group 3: Proposal Details - The initiative emphasizes reasonable pricing and fair competition, encouraging companies to base their market participation on technology, service, reputation, and performance capabilities [2]. - It advocates for integrity, transparency, professionalism, and prudence in bidding activities, aiming to eliminate false commitments and irrational low-price competition [2]. - The initiative is seen as essential for sustainable development in the industry, promoting healthy market environments and accelerating technological advancements [2].

Core Viewpoint - The recent regulatory actions against major food delivery platforms like Ele.me, Meituan, and JD.com signal the government's intent to regulate market order and promote healthy development in the food service industry [1][7]. Group 1: Market Dynamics - A significant subsidy war has erupted among major food delivery platforms since July, leading to record-breaking order volumes, with Meituan reaching 1.5 billion orders and Ele.me surpassing 80 million daily orders [2][3]. - The "0 yuan purchase" promotions have attracted considerable consumer attention, with users actively sharing their experiences on social media [3]. Group 2: Impact on Stakeholders - Delivery riders have seen a notable increase in their earnings, with some reporting a rise in daily deliveries from 40-50 to 60-70, resulting in potential monthly earnings of an additional 2,000 yuan [4]. - However, the surge in orders has placed immense pressure on merchants, leading to staffing shortages and operational challenges, with some stores needing to temporarily suspend their delivery services [4][5]. Group 3: Sustainability Concerns - The reliance on subsidies raises questions about the sustainability of this growth model, as many merchants report operating at a loss due to the high costs of fulfilling discounted orders [4][6]. - The potential for a "vicious cycle" of subsidies leading to market imbalance is a concern, with warnings from industry insiders about the long-term implications for service quality and food safety [6]. Group 4: Regulatory Response - The government has taken steps to curb "zero-sum" competition by mandating the cessation of certain promotional activities, indicating a push towards more sustainable practices in the industry [7].

Core Viewpoint - The grain-saving action in the livestock industry is crucial for high-quality development and strategic transformation regarding feed grain security, requiring both technological innovation and conceptual upgrades to shift from a "resource-consuming" model to a "high-efficiency and sustainable" model [1][5]. Group 1: Current Challenges in Livestock Industry - China's livestock industry consumes over 40% of total grain consumption, with significant waste due to traditional farming methods [2]. - Issues include high feed wastage rates from manual feeding, imbalanced nutrient formulations, and low utilization of alternative feed resources such as crop residues and insect protein [2][3]. - The reliance on corn and soybeans for feed leads to increased costs and environmental pressures, necessitating the implementation of grain-saving actions [2]. Group 2: Measures for Grain Saving - The Ministry of Agriculture and Rural Affairs has introduced a plan focusing on three main measures: improving efficiency in grain use, increasing alternative feed sources, and optimizing feed structure [1][5]. - Technological empowerment is essential, including the promotion of precise feed formulation technologies and the development of smart feeding systems to enhance feeding accuracy [3][4]. - There is a push to diversify feed sources by utilizing non-grain feed resources such as microbial fermentation of crop residues and exploring the potential of insect and algae proteins [4]. Group 3: Structural Adjustments in Livestock Production - The livestock industry, primarily dominated by pig farming, needs to adjust its feed structure, particularly reducing the high feed-to-meat ratio compared to poultry and aquaculture [5]. - Continuous optimization of pig production capacity and promoting efficient meat poultry production are necessary to balance supply and demand [5]. - The industry should also focus on developing facility aquaculture and enhancing the supply capacity of aquatic products while promoting policies and technologies that support these transitions [5].