（来源：湖州日报） 转自：湖州日报 长期以来，产业链信息不对称、供需衔接不畅，是制约制造业尤其是外向型企业发展的隐形壁垒。湖州 敏锐地捕捉到这一痛点，将搭建高效对接平台作为破题首步。当天对接活动，多家整机企业现场提出配 套意向，过去可能流向省外的订单，首次在"家门口"实现了对接。市经信局介绍，围绕建材、家居、装 备制造等特色行业，我市创新推行"链主"企业串联机制，以龙头带配套，以整机带零件，推动产业链上 下游订单、项目、资金全方位耦合。 如果说内部协同是练好内功，主动出海就是关键一跃。我市精准实施"一业一策"，为不同产业量身定制 拓市方案，特别是围绕322家被纳入"白名单"的重点企业，积极推动在政策、信贷、通关等方面的集成 支持。 记者 邵 鼎 "我们不再只是单家企业去海外抢订单，而是整个产业生态一起走出去，共同树立'湖州制造'的区域品 牌。"一位参与海外展会的椅业企业负责人如是说。这种"块状突围"，不仅降低了单一企业出海风险， 更通过产业链整体输出，增强了在国际市场上的议价能力和抗风险韧性。 本报讯 一场智能装备产业链供需对接活动日前在南太湖新区火热举行。现场，牧川传动科技(浙江)有限 公司负责人站在台上， ...

（原标题：第139届广交会情况介绍） 中国进出口商品交易会，又称广交会，是中国对外开放的窗口、缩影、标志，是国际贸易合作的重要平台，在推动中国外贸发展、促进中外 经贸交流合作中发挥了重要作用，被誉为"中国第一展"、中国外贸的"推进器""晴雨表"和"风向标"。 广交会由中国商务部和广东省人民政府共同主办、中国对外贸易中心承办。自1957年创办以来，每年春秋两季在中国广州举行，迄今已成功 举办了138届。广交会是中国目前历史最长、规模最大、商品最全、采购商最多且来源最广、成交效果最好、信誉最佳的综合性国际贸易盛会。第 138届广交会共有来自223个国家和地区的超31万境外采购商线下参会，创历史新高。 第139届广交会将于4月15日开幕，展览总面积约155万平方米。本届广交会为全球采购商提供品类齐全、物美价优、便捷高效、信誉保障的一 站式贸易平台，主要特点与亮点包括： 一是题材结构优。第一期聚焦"先进制造"，除机械、五金工具、照明及电气等传统机电题材外，电子家电、新能源汽车及智慧出行、工业自 动化及智能制造、新能源等题材将展示大量前沿技术与智能产品。继续设立服务机器人专区，展示我国人工智能最新发展成果。第二期主打" ...

来源：环球网 2月24日，广州罗浮宫家居艺术中心锣鼓喧天，醒狮腾跃，以一场极具岭南传统文化特色的开市盛典正 式开启丙午马年新征程。活动于上午10:08准时启动，18头威武醒狮经过点睛醒神后，献上"猪笼入 水"绝技采青纳福，随后分场馆进行旺场巡游，寓意新的一年财源广进、商户兴旺。 点睛仪式过后，群狮表演惊艳登场。醒狮们踏着鼓点节拍，或腾跃、或回旋、或嬉戏，动作刚劲有力又 不失灵动俏皮，精湛的技艺博得现场阵阵掌声与喝彩，将现场氛围推向高潮。 随后，"猪笼入水"主青仪式如期举行，寓意"财源广进、富贵吉祥"的青阵被醒狮成功采得，象征着新一 年广州罗浮宫家居将汇聚八方财气、吸纳四海商机，为入驻品牌商户带来满满福气与财运。 与往年不同的是，今年广州罗浮宫家居的开市锣鼓不仅敲响了"开门红"的喜庆，更传递出家居行业高质 量发展的强音。2026年1月1日起全面升级的罗浮宫家居"平台保障"体系，正以六维一体的闭环服务，为 消费者的品质家居梦提供硬核护航：将全方位的服务力转化为可感知的质价比，让消费者每一次选择， 都物超所值。 醒狮点睛采头青马年旺场意头足 上午10:08，随着喜庆的锣鼓声铿锵响起，广州罗浮宫家居艺术中心开市盛典正 ...

格隆汇2月24日丨居然智家(000785.SZ)在投资者互动平台表示，公司产品暂不支持文生视频功能。公司 密切关注前沿技术的发展，围绕数智化战略，推动公司从"家居卖场运营商"向"全行业产业数智服务 商"转型。 ...

Group 1: Technology Integration - The integration of technology into the Spring Festival is increasingly prominent, with online greetings and video calls enhancing family reunions across distances [1] - AI products have sparked a "tech gift" consumption trend, reflecting a shift in consumer preferences towards practical, technologically advanced, and emotionally resonant products [1] - The rise of smart devices and AI-driven experiences indicates a broader trend of consumption upgrading, enriching the market supply and enhancing consumer quality [1] Group 2: New Consumption Trends - The festive atmosphere is characterized by vibrant consumption scenes, with restaurants offering special reunion meals and home appliance brands providing discounts and trade-in options to meet consumer needs [2] - Hotels and homestays are adapting to new travel preferences, with customized packages reflecting local characteristics, leading to a steady increase in room bookings [2] - Rural areas are revitalizing consumption through traditional markets and cultural events, showcasing the dynamic nature of the market [2] Group 3: Cultural Significance - The Spring Festival serves as a vital platform for cultural transmission and innovation, blending traditional customs with modern expressions [4] - Various cultural activities, such as temple fairs and intangible cultural heritage exhibitions, have been organized to deepen the understanding of traditional culture while attracting global visitors [4][5] - China's commitment to cultural openness and facilitation of travel for international visitors is enhancing the global appeal of the Spring Festival, showcasing cultural confidence [5]

Group 1 - The home industry is accelerating digital transformation, with a focus on emerging areas such as AR and robotics, and the integration of "AI+" is gaining attention for its potential to drive business growth [1] - Jianlin Home, a globally recognized manufacturer of kitchen, bathroom, water purification, and health home products, holds over 2000 patents and has achieved multiple breakthroughs during the 14th Five-Year Plan, including digital transformation, establishment of overseas bases, and initiation of health and wellness business [1] - The year 2026 marks the beginning of the 15th Five-Year Plan, and the market is looking forward to Jianlin Home's strategies involving AI integration and robotics deployment [1] Group 2 - Jianlin Home's Chairman, Chen Daihua, emphasizes that the value of AI lies not in the technology itself but in its ability to enhance product experience, optimize manufacturing efficiency, and apply in practical scenarios, thereby empowering overall business development [1] - For the 15th Five-Year Plan, Jianlin Home has outlined a development path that focuses on AI-enabled manufacturing and transitioning from single smart products to collaborative scenario-based solutions [1]

出口链：关税变化利于终端销售，海外产能依然具有超额优势 对等&芬太尼关税无效最高法院宣布Trump基于《国际紧急经济权利法》（IEEPA）的全球对等关税与芬太尼关税 无效。 Trump宣布2月24日执行150天税率为10%的商品临时进口关税。 终端价格利好&竞争格局稳定无论家居或非家居品类关税整体看均有所下降，对应终端价格有望下调，利于出口 需求。 从竞争维度看，家居品类国内与东南亚关税差距小幅收窄（10%），非家居品类东南亚超额优势未变，综合竞争 环境预期稳定。 跨境电商成本将有直接优化轻工中大件跨境电商供应链东南亚转移比例多在50%-80%之间，本次国内关税降低 10%将直接降低龙头成本。 投资建议：本次政策变动对产业链整体需求利好，其中跨境电商成本优化最为直接，建议关注致欧科技、恒林股 份，其他建议关注保温杯、塑料制品等非家居品类赛道龙头。 出口链：关税变化利于终端销售，海外产能依然具有超额优势 对等&芬太尼关税无效最高法院宣布Trump基于《国际紧急经济权利法》（IEEPA）的全球对等关税与芬太尼关税 无效。 Trump宣布2月24日执行150天税率为10%的商品临时进口关税。 政策变动对不同品类关税 ...

| 指数 涨跌 (%) | | --- | | 名称 | | 上证指数 4082 -1.26 -1.37 0.41 | | 深证综指 2680 -1.05 0.16 1.16 | | 风格指数 (%) | | | --- | --- | | 大盘指数 | 11.32 | | 中盘指数 1.78 | 26.74 | | 小盘指数 | 19.55 | | 涨幅居前 行业(%) | 昨日 | 近１个月 近６个月 | | | --- | --- | --- | --- | | 摩托车及其 114 | 3.01 | -2.59 | 2.47 | | 影视院线 | 2.7 | 15.61 | 28.26 | | 海小 | 2.5 | 1.64 | 11.89 | | 综合II | 2.06 | 11.75 | 55.72 | | 航海装备Ⅱ | 1.87 | 3.91 | -0.69 | | 跌幅居卸 行业(%) | | 昨日 近１个月 近６个月 | | | 玻璃玻纤 | -4.69 | 30.4 | 65.53 | | 工业金属 | -3.82 | 0.19 | ୧୦ ବଟ | | 小尖属工 | -3.8 | 12.8 ...

Summary of Conference Call Records Industry Overview - **Industry**: Pulp and Paper, Real Estate, Metal Cans, New Consumption, Tobacco, Personal Care, AI Applications, Pet Industry - **Key Trends**: Positive cyclical expectations, price increases in pulp, recovery in real estate transactions, and growth in various consumer sectors Key Points Pulp and Paper Industry - **Price Increases**: March pulp prices continue to rise strongly, with Suzano reporting an increase of $20 per ton in China [1] - **Supply Chain Issues**: Indonesia's revocation of forestry licenses affects the supply of hardwood pulp chips, compounded by APP's announcement of delays in the second phase of OKI production [1] - **Investment Recommendations**: Continued recommendations for companies such as Sun Paper, Nine Dragons, and Xianhe, with a focus on potential growth in the sector [1] Real Estate Sector - **Market Recovery**: Improvement in second-hand housing transactions, with the National Bureau of Statistics reporting a narrowing decline in housing prices across 70 cities [1] - **Top Picks**: Recommended companies include Kuka, Hanhai, with expectations for recovery in brands like Gongniu, Oppein, and others [1] Metal Can Industry - **Aluminum Price Adjustment**: Recent pullback in aluminum prices is beneficial for profit release, with a bottom recommendation for Aorikin and attention on Baosteel and Shengxing [1] New Consumption Sector - **Core Products**: Many core products have entered the layout phase, with various brands launching new items and maintaining high store traffic during the Spring Festival [2] - **Tobacco Market**: British American Tobacco reports rapid market share growth in Poland, with a recommendation for Smoore as a core stock [2] - **Personal Care Growth**: Brands like Leshushi and Baia are experiencing significant growth, with new product launches and marketing strategies enhancing their market positions [2] AI Applications - **Smart Glasses Sales**: Kangnait's smart glasses are projected to exceed 7 million units in sales for the year, with ongoing attention to order progress [2] - **Acquisition Plans**: Yudong plans to acquire 51% of Huayan Technology, extending its reach into precision components and AI glasses [2] Pet Industry - **Market Recovery**: The pet industry saw a recovery in January with an overall growth of 18%, with specific brands like Guibao and Zhongchong showing significant increases [3] Cross-Border Trade - **Tariff Changes**: Recent tariff adjustments are favorable, with a 5% reduction in the overall tax rate benefiting cross-border enterprises, particularly focusing on companies like Zhiou and Henglin [3]

Group 1: IEEPA Tariff Legal Ruling - The U.S. Supreme Court ruled that IEEPA tariffs are illegal, primarily due to violations of the clear authorization principle and significant issues principle [9] - The tariffs affected include a 20% tariff on fentanyl from China, 25% on Canada and Mexico, and global equivalent tariffs [9] - The likelihood of full refunds for the tariffs is low, but partial refunds are more probable, depending on how lower courts handle the relief scope [9] Group 2: Food and Beverage Industry Insights - The overall sales volume in the food and beverage industry during the 2026 Spring Festival decreased by 10%-20%, slightly better than market expectations [10] - High-end liquor brands like Moutai and Wuliangye showed significant sales growth, with Moutai's sales expected to increase by over 30% year-on-year [12] - The industry is entering a significant destocking phase, with first-tier brands' inventory levels notably lower than the previous year [12] Group 3: Health and Nutrition Industry Trends - The health and nutrition sector is experiencing structural growth, with the market size reaching over 100 billion yuan, significantly outpacing traditional food sectors [15] - The company West Health is transitioning from agency operations to a multi-brand strategy, establishing itself as a leader in the sports nutrition and functional food segments [11] - Revenue and profit for West Health are on a stable growth trajectory, with net profit increasing from 94 million yuan in 2023 to 149 million yuan in 2025 [13] Group 4: Semiconductor Industry Developments - Huahong Semiconductor reported a revenue of $659.9 million for Q4 2025, a year-on-year increase of 22.4%, with a gross margin of 13% [19] - The company is expanding its production capacity, with a focus on enhancing its 12-inch wafer production capabilities through the acquisition of Huali Microelectronics [19] - The demand for embedded non-volatile memory products is increasing, driven by the rise in MCU and smart card needs [19] Group 5: Shipping and Transportation Sector - The VLCC freight rates surged by 24% to $146,385 per day during the Spring Festival, indicating strong demand in the oil shipping market [20] - The shipping market is expected to continue its upward trend, with tight capacity and strong demand forecasts for March [20] - The overall energy chain valuation is rising, with long-term cycles influencing high vessel utilization rates [20]