证券代码：002416 证券简称：爱施德 深圳市爱施德股份有限公司 投资者关系活动记录表 编号：2025-004 | | √特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系 | □媒体采访 | □业绩说明会 | | 活动类别 | □新闻发布会 □现场参观 | □路演活动 √其他（券商策略会） | | 上市公司 | 副总裁兼董事会秘书吴海南先生 | | | 接待人员 | 投资者关系经理陈菲菲女士 | | | | 国泰海通证券—陈笑 西南证券—周杰 | | | | 国海证券—卢世伟 | | | | 东北证券—易丁依 | | | | 嘉实基金—张浩嵩 | | | | 鹏华基金—陈金伟 | | | 活动参与人员 | 国投瑞银基金—李研蓉 | | | | 光大保德信基金—唐钰蔚 | | | （排名不分先后） | 深商中汇控股—文郁葱 | | | | 弘源资本—何江威 | | | | 玖金投资—董迎 | | | | Jefferies—Jacky He | | | | Jefferies—Kelly Zou | | | | Manulife—Emily Liao | | | 时间 ...

Core Insights - The article discusses the successful promotion of Baise mangoes from Tianyang District in Guangxi to the Guangdong-Hong Kong-Macao Greater Bay Area, highlighting the collaboration between regions and the growing market potential for agricultural products [9][10][11]. Group 1: Market Expansion - Baise mangoes have entered the Greater Bay Area for the second consecutive year, showcasing the collaboration between Guangxi and Guangdong [8][9]. - The Greater Bay Area, which accounts for 0.6% of the country's land, generates 12% of the national GDP, indicating significant consumption potential [13][14]. - In 2024, Guangdong's total agricultural product procurement is projected to reach 236.32 billion yuan, with Tianyang's agricultural products contributing 2.45 billion yuan to the eastern regions [14][15]. Group 2: Brand Development - The brand "Zhuangshan Nongxian" for Baise mangoes has gained significant influence, leading to increased sales and market presence in major cities [18][23]. - The collaboration with Shenzhen has established a comprehensive supply chain for agricultural products, enhancing the brand's market competitiveness [28][29]. - In 2024, over 30 enterprises from Tianyang will promote their products in first-tier cities, aiming for a total contract value exceeding 1 billion yuan [33][35]. Group 3: Agricultural Innovation - The partnership has led to the establishment of demonstration bases and the introduction of advanced agricultural practices, improving the quality and yield of mangoes [46][51]. - The mango planting area in Tianyang has reached 420,000 acres, with an annual output of 390,000 tons and a total value of 2 billion yuan [51][52]. - The introduction of cold chain processing has extended the shelf life of mangoes from over 2 months to 4-5 months, enhancing product quality [60]. Group 4: Future Initiatives - The upcoming promotional events will focus on integrating technology and cultural experiences, moving beyond simple product sales [66][68]. - New initiatives include an online "mango customization" service, allowing consumers to pre-order mango packages [75][76]. - The collaboration aims to create a robust connection between Guangxi's agricultural resources and the Greater Bay Area's consumer market, fostering mutual economic growth [80][81].

六安市开发区汪俊豪果品批发商行销售的香蕉，噻虫嗪不符合食品安全国家标准。检验机构为国检测试控股集团（安徽）拓维检测服务有限公司。 六安市裕安区徐集镇街道孔祥中销售的食荚豌豆（荷兰豆），噻虫胺不符合食品安全国家标准。检验机构为国检测试控股集团（安徽）拓维检测服务有限公 司。 霍邱县润沐商贸有限公司销售、标称合肥市百贝鲜食品有限公司生产的西瓜味吐司面包，霉菌不符合食品安全国家标准。检验机构为安徽中青检验检测有限 公司。 | 索 引 号: | /202506-00044 | 组配分类： | 食品抽检信息 | | --- | --- | --- | --- | | 发布机构： | 市市场监管局 | 主題分类： | 市场监督、安全生产监管 | | 成文日期： | 暫元 | 发文日期： | 2025-06-19 15:41 | | 文 号: | | 关键词: | | | 称: ਮ | 六安市市场监督管理局食品安全抽检信息通告 (2025年第28期) | | | 近期，六安市市场监督管理局组织抽检抽检食用农产品、粮食加工品、饮料、茶叶及相关制品、糕点5类食品88批次样品。根据食品安全国家标准、产品明 示标准和质量要求检验和 ...

Group 1 - The event "Rural Encounter with All Things: Co-creating a Better Future" organized by China Resources Vanguard aims to promote high-quality agricultural products from various provinces to consumers in Shenzhen [1][3] - The selection meeting is part of Guangdong's 2025 consumption assistance initiative, supported by local government departments to facilitate efficient connections between procurement teams and assisting enterprises [3][8] - Inner Mongolia's (Beijing) Shared Front Warehouse serves as a crucial hub for connecting high-quality agricultural products from Inner Mongolia to the national market, addressing logistical challenges and reducing operational costs [5][6] Group 2 - The exhibition showcased a diverse range of Inner Mongolian products, including grains, dairy, snacks, and beverages, highlighting the region's ecological and flavorful offerings [6][8] - The event significantly enhances the visibility and market influence of Inner Mongolian agricultural products in Shenzhen, a key city in the Guangdong-Hong Kong-Macau Greater Bay Area [8] - Future plans for the Shared Front Warehouse include optimizing supply chains and expanding market channels to integrate more Inner Mongolian products into the national consumer market [8]

Core Viewpoint - The price of lychee and other previously considered "noble fruits" has significantly decreased, making them more accessible to the general public, with prices dropping to as low as 1-2 yuan per jin [1][3]. Group 1: Reasons for Price Decline - The increase in production volume is a primary factor, driven by high-profit incentives leading to expanded cultivation areas and improved production efficiency through technological advancements [3][6]. - The total production of lychee in China is projected to reach approximately 3.65 million tons by 2025, marking a year-on-year increase of 111.26% [3]. - The cultivation area for blueberries in China has surpassed 1.4 million mu, making it the largest globally, while the area for Sunshine Rose is expected to exceed 1 million mu [3]. Group 2: Transportation and Logistics Improvements - Enhanced transportation capabilities and logistics infrastructure have played a crucial role in the supply of high-end fruits, allowing for quicker delivery and reduced spoilage [6][8]. - The development of transportation routes, such as the China-Laos railway, has effectively lowered transportation costs for imported fruits like durian [6]. Group 3: Market Dynamics - E-commerce subsidies and supermarket promotions have accelerated the process of making high-end fruits more affordable [7]. - The overall trend indicates that high-end fruits are transitioning from luxury items to everyday food, influenced by technological advancements and market dynamics [8].

近日，武汉多名法拉利"准车主"反映，他们分别于2022年、2023年在武汉骏东汽车销售公司 订车，因合同逾期未交付车辆，与店家2024年签订退款协议，截至目前均未收到退款。 图源：澎湃新闻 交定金买法拉利 三年不能提车也无法退款 据封面新闻报道，赵先生向记者反映，他于2022年7月在该公司购买了价值400万元的法拉利 跑车，交了45万元预付款，迟迟无法提车。2024年3月，店方约他签订退款合同，但承诺的退 款又迟迟无法兑现。 赵先生签订的退款协议 图源：封面新闻 另据澎湃新闻报道，来自长沙的李先生介绍，缴纳订金、签署订车合同后，截至2023年中 旬，他尚未分到车辆配额。 6月17日， 由于退款迟迟无进展，李先生从长沙再次前往武汉骏 东汽车销售服务有限公司催促退款。 还欠5位车主钱 帮忙卖一辆车款到退钱 据封面新闻报道，记者随赵先生前往骏东门店时，门店负责人坦言，店里的车卖不动，资金 无法回笼，门店账户原有资金全部被母公司运天（中国）投资有限公司抽走，"你在你朋友里 找找， 帮忙把店里的车卖出一辆，一辆车卖500万，我们拿到卖车款马上给你退款 。" 对此，赵先生表示拒绝，称自己已经深陷泥潭，不想再去坑别的朋友。 ...

Group 1 - JD Finance has launched a new initiative allowing PLUS members to purchase funds without any subscription fees, marking a significant move in the fund distribution sector [1][2] - The initiative is part of a broader trend where major internet platforms are reducing fund subscription fees, with JD's action being one of the most substantial in recent years [1][8] - The China Securities Regulatory Commission's recent action plan aims to lower investor costs, which aligns with JD's strategy to reduce the cost of fund purchases for investors [1][6] Group 2 - PLUS members can enjoy unlimited fund purchases with zero subscription fees, although trial members do not qualify for this benefit [3][4] - The fee waiver applies to purchases made through the JD platform, with certain exceptions for new funds and specific transactions [3][4] - The fee reduction can save investors significant amounts; for example, a 1.5% subscription fee on a 100,000 yuan investment would save 1,500 yuan [5] Group 3 - The effectiveness of the "0 subscription fee" initiative in attracting new customers remains uncertain, as the financial channel on JD's main app is not prominently featured [6][7] - While the initiative may enhance the value of the PLUS membership and encourage renewals, attracting new users may require additional resources [6][7] - As of the end of last year, JD's fund sales company held 126.3 billion yuan in non-monetary market fund assets, ranking 20th in the industry [7] Group 4 - The trend of lowering fund subscription fees is becoming widespread, with various banks and platforms implementing similar measures to enhance competitiveness [8][9] - The market is expected to see a long-term decline in fund fees as competition intensifies among different distribution channels [9]

近日，武汉多名法拉利"准车主"反映，他们分别于2022年、2023年在武汉骏东汽车销售公司订车，因合 同逾期未交付车辆，与店家2024年签订退款协议，截至目前均未收到退款。 值得注意的是，运天（中国）投资有限公司在武汉、杭州、成都、重庆、宁波、上海、温州等多个城 市，投资、控股了23家"骏东""骏意""骏飞""骏滨"等系列"骏"字头销售公司。其中，杭州骏才公司在3月 份4次被法院强制执行，成都骏东、捷骏两家公司两次被法院强制执行。杭州、成都3家"骏"字系公司因 税务问题被行政处罚；武汉骏东、杭州骏意、成都骏意三家公司，累计10次被列入欠税公告名单。 近两年以来，社交平台上有不少车主反映，在"骏"字系门店购车遭遇无法交付、无法退款的情况。 店方负责人在接受采访时表示，门店的母公司运天（中国）投资有限公司资金困难，将门店账户里的资 金全部抽走，无法向赵辉退款，建议赵先生在朋友里找一找，帮忙卖出一辆车，购车款回笼后给他退 款。或者，可以出具一份律师函，"虽然没用，但可以让上边重视，优先给你排序退款。" 另据智通财经报道，来自长沙的李先生介绍，缴纳订金、签署订车合同后，截至2023年中旬，他尚未分 到车辆配额。此前， ...

Core Viewpoint - The article discusses the end of the "high interest, high rebate" model in the automotive finance market, indicating a significant shift in consumer behavior and industry practices due to regulatory interventions [4][8]. Industry Practices - Banks have historically paid dealers 10% to 15% of the loan amount as rebates, which were then used to create the illusion of lower car prices for consumers [4]. - A case study from a state-owned bank revealed that despite paying 25,500 yuan in rebates for a 170,000 yuan loan, the actual interest income was only 16,000 yuan due to early repayments, leading to significant losses [4]. - The rebate model contributed nearly half of the profits for dealers during the prevalence of the "high interest, high rebate" scheme [5]. Consumer Impact - The end of the "high interest, high rebate" model means consumers will face a recalibration of car purchase costs, with potential increases in costs due to changes in rebate structures and penalties for early repayment [8]. - Consumers are encouraged to focus on real interest rates and penalty clauses rather than short-term rebates, leading to more rational purchasing decisions [9]. Regulatory Changes - Regulatory bodies are taking steps to prevent systemic risks and protect consumer rights by mandating full disclosure of costs associated with both cash and loan purchases [7]. - The article emphasizes the need for a unified regulatory framework for financial service fees and the establishment of a product filing system to prevent forced bundling of services [7]. Market Dynamics - The shift away from the "high interest, high rebate" model poses survival challenges for dealers who have relied heavily on financial rebates for profit [7]. - The automotive finance market is expected to evolve towards a more sustainable model, focusing on service rather than price competition, as banks and dealers adapt to new regulatory environments [9].

"今年卖2000，明年卖200，这在我们这一行太常见了。" "一片叶子卖8000，你觉得夸张？一点也不，确实是真实存在的。" 自2021年以来，热植已经成了仅次于宠物、潮玩之外，最受90后、00后欢迎的"潮流单品"。从秋海棠、龟背竹，到新走红的海芋、蔓绿绒、花烛……色彩 丰富、造型多样的热带植物爆发式增长。去年无锡举办的一场热植展上，一盆看似平平无奇的火焰巴西龟背竹锦化小苗标价88万元，让网友都忍不住发出 感叹："一盆龟背竹，价值快赶上一套房了。" 记者了解到，在淘宝上，热带植物的成交已经连续3年增长超过100%。今年，热植圈的C位轮到了鹿角蕨，618期间仅淘宝的鹿角蕨就卖出了超50万件。天 然能垂吊生长的鹿角蕨，还成了年轻人的软装秘籍，被挂在墙上，成为"活着的壁画"，幅幅不一样。 「电商在线」和老严聊了聊，鹿角蕨爆火背后，热带植物，究竟是不是门一本万利的好生意？这些年，他赚过钱也赔过本，卖出过上万元的"名品"，也曾 亲手将上万盆秋海棠狠心处理。"很多人卖的很贵，但也没赚到钱，我们这行，或许并没有你们想象中那么容易。" 思考了一会，老严又补充，"你要听数字那肯定有，还都是真实成交。但虚头巴脑报几万块钱，我有1 ...