Group 1 - The event "2025 Su Yun Xiang Qing" focused on promoting rural leisure tourism agriculture in Nantong, aiming to accelerate the transformation and upgrading of the industry and enhance the integration of primary, secondary, and tertiary industries [1][3] - The event featured a local cultural performance and showcased Nantong's modern agricultural achievements through a promotional video, providing attendees with a comprehensive understanding of the region's agricultural modernization [1][3] - Nantong has been actively developing leisure agriculture, which has become a key driver for high-quality rural industry development, with increasing consumer engagement and enhanced vitality in the sector [1][3] Group 2 - The event highlighted 12 unique tourism routes that combine natural scenery and agricultural experiences, offering diverse travel options for visitors [5] - Nantong introduced 26 promising leisure agriculture investment projects, covering areas such as ecological farms, rural homestays, and agricultural experience parks, attracting significant interest from enterprises [5] - A three-day market for local specialty agricultural products was launched, featuring traditional crafts and local delicacies, aimed at stimulating consumer potential during the Dragon Boat Festival [5]

同时，说明公司控股股东或者受控股股东、实际控制人支配的股东持有公司的股份存在质押的具体情 况，及其对公司控制权和业务经营的影响，是否构成《境内企业境外发行证券和上市管理试行办法》第 八条规定的境外上市禁止性情形。 智通财经APP获悉，5月30日，中国证监会公布境外发行上市备案补充材料要求公示(2025年5月23日— 2025年5月29日)。证监会要求三只松鼠补充说明公司及下属公司经营范围涉及出版物零售、广告设计及 代理、酒类经营的具体情况，是否实际开展并取得必要的资质许可，经营范围及实际业务经营是否涉及 限制或禁止外商投资领域，本次发行上市前后是否持续符合外商投资准入政策要求。据港交所4月25日 披露，三只松鼠递表港交所，中信证券为其独家保荐人。 说明公司及下属公司是否涉及开发、运营网站、小程序、APP、公众号等产品，是否涉及向第三方提供 信息内容，提供信息内容的类型以及信息内容安全保护措施；同时说明收集及储存的用户信息规模、数 据收集使用情况，上市前后个人信息保护和数据安全的安排或措施。 财务方面，于2022年度、2023年度、2024年度，三只松鼠收入分别约为72.93亿元、71.15亿元、106.22 ...

周四受海外关税新增信息刺激，A 股全天放量反弹。周四 A 股结束了数周以来的缩量盘整，收出 放量的反弹阳线，个股和板块均有不错的表现。主要原因是根据新华社报道，位于纽约的美国国际贸易 法院于 5 月 28 日裁定暂停特朗普政府 4 月 2 日宣布的一揽子加征关税政策生效。受此影响，美股期指 在隔夜美股收盘后出现明显上涨，29 日亚太地区股市也出现普遍上涨。 后市展望：关税事件再次出现超预期变化，后续演进方向将对股市走势产生较大影响。5 月 28 日 美国国际贸易法院的裁定短期内已经令市场情绪明显回暖，市场开始憧憬 4 月 2 日以来的所谓"对等关 税"风波将告一段落。但不可否认的是，后续事件的演进还有一定不确定性。比如：特朗普当局是否会 对裁定进行上诉；如果上诉，在上诉过程中，4 月 2 日后宣布的所谓"对等关税"是否还会继续执行；以 及 10%所谓的"基准关税"是否会被其他企业继续提起裁定等。但不管是哪种情况，关税事件的后续影响 在继续好转是确定的事实，不确定的是好转的进程是快速好转还是在波折中好转。 热点板块：6 月可能仍是事件驱动的主题性行情，低位板块如消费、医药、调整较为充分的注科技 成长可关注。1） ...

Core Insights - The rise of konjac as a popular snack food in China's southwestern region is driven by increasing consumer health awareness and advancements in modern food technology [1][6] Market Growth - The konjac snack food market in China has experienced rapid growth, with a compound annual growth rate (CAGR) exceeding 20% from 2014 to 2023, reaching a market size of over 18.3 billion yuan in the previous year [4] - Konjac snacks, particularly konjac jelly, have become dominant, with the konjac jelly segment alone accounting for approximately 8.5 billion yuan [4] Product Innovation - Modern food technology has transformed konjac from a traditional ingredient to a versatile snack food, with innovative products like konjac jelly, konjac chips, and konjac noodles emerging [3][6] - The introduction of various flavors and forms caters to diverse consumer preferences, enhancing market share and expanding consumption scenarios [3][4] Consumer Demand - The health attributes of konjac, such as low calories and high dietary fiber, align well with contemporary consumer desires for healthy snacks, driving market expansion [6][8] - The current penetration rate of konjac snacks in the potential consumer base is only 15%, indicating significant room for growth [8] Industry Outlook - The konjac snack food market is projected to maintain a 20% CAGR over the next five years, with the industry size expected to grow twelvefold from its current level [8] - Companies are encouraged to invest in research and development to create unique and nutritious konjac products, enhancing their market position [8][9] Supply Chain and Marketing - The konjac snack industry has established a comprehensive supply chain, ensuring stable raw material supply and quality control [6][9] - Multi-channel sales strategies, including online and offline platforms, have increased market reach and sales volume [7][9] International Potential - As a major global producer of konjac, China has significant advantages in exporting konjac snack foods, with potential for increased international market presence [9]

Group 1 - The Henan Foreign Trade Quality Product Exhibition showcases over 300 foreign trade enterprises, providing consumers with a wider range of shopping options [1][3] - The event features various product categories, including food items like soft candies, bread, and chocolate, attracting many visitors [1] - Companies like Jin Si Hou Food Co. plan to expand into Southeast Asian markets while maintaining a strong domestic sales base [1] Group 2 - The exhibition highlights the dual focus on both domestic and foreign markets, with many companies actively participating to promote their products [2] - Financial service areas were established at the event to address cross-border payment challenges faced by foreign trade enterprises [2] - The exhibition aims to facilitate seamless supply-demand connections and boost market confidence for foreign trade companies [3]

5月29日，A股三大指数集体上涨，截至收盘，上证指数涨0.7%，深证成指涨1.24%，创业板指 涨1.37%；北证50涨2.73%。两市成交额约11854.22亿元，较前一个交易日放量约1754.72亿 元。全市场4472只股票上涨、831只股票下跌，其中120只涨停、15只跌停。 板块方面，EDA、跨境支付、无人车辆、数字货币、金融科技，计算机、生物制品、化学制药、 汽车整车、电子化学品等行业以及概念涨幅居前；黄金、代糖/甜味剂、调味品、休闲食品、贵金 属、美容护理、食品饮料行业、银行等行业以及概念跌幅居前。(编辑 万佳） ...

点击蓝字，关注我们 今日上午港股 1、众安在线(06060)再涨超8% ，月内累涨超50%，稳定币法案显著利好众安银行虚拟资产业务； 2、教育股集体上涨 ，中教控股(0839)涨超5%，新东方(9901)涨超2%； 3、金山软件(03888)大跌超6% ，Q1营收低于预期 4、出口股走强 ，申洲国际(02313)早盘涨近5%暂时领涨蓝筹，美联邦法院阻止特朗普关税政策生效 5、黄金股集体走低 ，国际金价下跌向下触及3250美元 7、君实生物(01877)再涨超6% ，君适达新增两项适应症获批 公司加速推进在研管线临床进度 6、苹果概念股齐涨 ，美国法院叫停特朗普关税，瑞声科技(02018)、丘钛科技（01478）、舜宇光学 (02382)涨超2%，伟仕佳杰(00856)、高伟电子(01415)跟涨； 9、泡泡玛特(09992)涨超4% ，Labubu3.0引发全球现象级热潮，饰品品牌POPOP将开首家正式门店； 10、CRO概念股走强 ，药明生物涨超8%，药明康德、昭衍新药涨超4%。美国国际贸易法院"叫停"特 朗普政府一揽子关税，前期受损标的迎来反弹； 11、鸿腾精密(06088)盘中涨超6% ，英伟达数据中心 ...

Core Viewpoint - Lulumei has successfully transformed the niche fruit of green plums into a significant industry, achieving over 1.6 billion yuan in annual revenue and contributing to local agricultural development and farmer income [3][4]. Company Overview - Founded in 2009, Lulumei started as a small enterprise in Wuhu, Anhui, focusing on deep processing of green plums, which were previously underappreciated [4]. - The company has grown to become a major player in the leisure snack industry, with plans for an IPO to further expand its operations [3][4]. Market Context - The Chinese leisure snack market has seen continuous growth, increasing from 410 billion yuan in 2010 to 1,165.4 billion yuan in 2022, with projections to reach 1,237.8 billion yuan by 2027 [3]. - Lulumei's parent company, Lulumei Fruit Garden, submitted an IPO application to the Hong Kong Stock Exchange in April 2023, aiming to capitalize on this growing market [3]. Financial Performance - The latest prospectus indicates projected revenues of 1.174 billion yuan, 1.322 billion yuan, and 1.616 billion yuan for 2022, 2023, and 2024, respectively, with net profits of 68 million yuan, 99 million yuan, and 148 million yuan [3]. Production and Supply Chain - Approximately 60% of the funds raised from the IPO will be allocated to capacity expansion and supply chain optimization, including projects in Anhui and Guangxi [3]. - The company employs a "five unification" policy with farmers, ensuring stable supply and pricing through unified seed supply, technical training, agricultural input standards, guaranteed purchase prices, and financial services [7]. Agricultural Impact - The green plum industry has become a crucial economic pillar in the Wuhu region, with over 20,000 acres planted, generating an estimated 2 billion yuan in total industry output [9]. - Lulumei has expanded its agricultural network beyond Anhui, promoting green plum cultivation in six cities and fourteen counties, and engaging in international partnerships for plum products [9]. Innovation and Technology - The company has embraced technological innovation, achieving 100% digitalization in its production processes, which enhances efficiency and product quality [6]. - Lulumei's approach combines technology, farmer support, and industry collaboration to drive agricultural transformation and regional economic development [6].

盘面回顾：全天窄幅震荡，交易量略有萎缩，消费和医药反弹。周二 A 股全天窄幅震荡，振幅仅 19 点，交易量为较周一出现一定萎缩。市场表现整体较为清淡，消费和医药成为继银行之后相对抗跌 的板块。周二 31 个一级行业涨跌互现，领涨板块包括纺织服饰、医药生物、美容护理、环保、房地 产。下跌板块中跌幅靠前的是有色金属、电子、汽车、机械设备、通信。 风险提示：关税冲击的后续影响，美联储降息延后，海外经济衰退超预期，国内经济复苏不及预 期，政策执行不及预期等。 热点板块：6 月可能仍是事件驱动的主题性行情，低位板块如消费、医药、调整较为充分的注科技 成长可关注。1）促进消费扩大内需是 2025 年的重点任务，虽然大消费方向年报和一季报表现相对平 淡，但市场对后续政策对冲仍有期待，这将是 2025 年大消费方向的重要看点。关注乳制品、IP 消费、 休闲旅游、医美等基本面景气度较高的板块。2）机器人国产化和走进老百姓生活依然是 2025 年比较确 定的趋势，机器人产品将从人形机器人向四足机器人、功能型机器人扩展。以此带来的传感器、控制 器、灵巧手等板块的阶段性机会将会反复出现。5-6 月关注机器人格斗大赛的进展。3）半导体 ...

Core Insights - The article highlights the decline of the Jeanswest brand, particularly in Australia, where all stores have closed, while in China, the brand is attempting a transformation with significant discounts [1][4]. Company Overview - Jeanswest, founded in Australia 53 years ago, was once a global leader in denim fashion, with a peak of 3,156 stores worldwide [2]. - The brand was introduced to China in 1993 by the Sunrise Group and became a popular choice among young consumers [2]. Sales Performance - From 2013 to 2016, Jeanswest's sales in Hong Kong dollars decreased significantly: 46.8 billion, 39.7 billion, 28.1 billion, and 19.3 billion respectively [2]. - By the end of 2017, the number of stores in mainland China had dropped to 1,219, only 40% of its peak [2]. Business Strategy - The Sunrise Group announced a restructuring of Jeanswest Australia to adapt to changes in the global retail landscape, focusing on e-commerce [4]. - From 2020 to 2024, Jeanswest's e-commerce sales in China are projected to grow over 13 times, with a forecasted total sales exceeding 6 billion yuan in 2024 [4]. Market Position - The brand is currently offering clearance sales in its stores, with prices as low as 59 yuan for T-shirts, reflecting a significant shift from its previous market position as a premium brand [6][7]. - Despite the low prices, the brand struggles to compete with fast fashion giants like UR, Uniqlo, and Zara, which have faster supply chains and more frequent product updates [8]. Consumer Sentiment - Many consumers express nostalgia for Jeanswest, associating it with their youth and past fashion choices, despite its current low-price strategy [10].