Group 1 - Guangyang Co., Ltd. has decided to terminate the plan to acquire 100% equity of Ningbo Yinqiu Technology Co., Ltd. and will resume trading on May 30, 2025 [1] - Longjing Environmental Protection plans to invest 75.075 million yuan to acquire 20% equity in Zhejiang Jitai Intelligent Technology Co., Ltd. [1] - Fengmao Co., Ltd. intends to invest up to 1.5 billion yuan to establish an automotive parts production base in Jiaxing [2] Group 2 - JinkoSolar has received a government subsidy of 98 million yuan [2] - Huayuan Real Estate has completed the registration of its name change to "Huayuan Holdings," effective June 5, 2025 [2][3] - Haisen Pharmaceutical's general manager plans to reduce his stake by 0.97% of the company's total shares [4][5] Group 3 - Shandong Highway plans to issue bonds not exceeding 8 billion yuan [6] - Mengguli's shareholders plan to collectively reduce their stake by up to 5% [7] - Yihua Tong has terminated its fuel cell comprehensive testing evaluation center project, originally planned for 220 million yuan [9] Group 4 - Ouma Software is the first candidate for the banking industry association's professional qualification examination service project, with a bid of 39.90 yuan per subject [11] - ST Dehao's subsidiary plans to invest 50 million yuan in an automotive LED packaging project [11] - Shuanglin Co., Ltd. plans to raise no more than 1.5 billion yuan through a private placement [12] Group 5 - Huaci Co., Ltd. plans to raise no more than 700 million yuan for the ASEAN Ceramic Valley project [13] - Aisi Kai intends to sign a procurement framework agreement for ceramic 3D printers, not exceeding 7.5 million yuan [14] - Baolingbao's major shareholder plans to reduce their stake by up to 3% [15] Group 6 - Heng Rui Pharmaceutical's subsidiary has received conditional approval for the launch of a class 1 innovative drug for lung cancer treatment [16][17] - *ST Jinguang is facing delisting due to continuous false reporting in annual reports from 2020 to 2023 [18] - Guangxi Broadcasting plans to swap 100% equity of Guangdian Technology for 51% equity of Jiaoke Group, with both assets valued at 1.411 billion yuan [19][20] Group 7 - ST Ruike's stock will be delisted from risk warnings and will change its name to "Guorui Technology" effective June 3, 2025 [21][22]

投资咨询业务资格 沪证监许可[2015]84 号 商品日报 20250530 联系人 李婷、黄蕾、高慧、王工建、赵凯熙 电子邮箱 jytzzx@jyqh.com.cn 电话 021-68555105 主要品种观点 宏观：特朗普关税暂时恢复，六月市场风险将加剧 海外方面，美国上诉法院允许特朗普关税政策暂时继续生效，要求政府于 6 月 9 日前回 应；白宫官员对诉讼前景信心十足，即便败诉亦有替代路径，并称关税谈判同步推进中；特 朗普上任后首次会晤鲍威尔，施压降息未果，鲍威尔坚持政策独立性。美国一季度 GDP 增 速小幅上修至-0.2%，而初请失业金人数显示就业市场有所走弱。美国 Q2 经济基本面韧劲 尚在，但六月市场波动将加剧，聚焦关税的外部谈判与内部法律博弈、美债可持续性引发的 财政担忧，以及特朗普减税法案在参议院的推进。 国内方面，在美国贸易法庭叫停特朗普关税下，国内风险资产反弹，北证 50、科创板 块、小微盘涨幅超 2%，软件、生物科技板块领涨，两市成交额回升至 1.2 万亿，而债市承 压回调，10Y、30Y 国债利率升至 1.68%、1.93%。短期内国内经济基本面延续平稳，边际变 化不大，市场关注重心仍 ...

南方财经研究员 喻淑琴 嘿！最近广东"百千万工程"热度拉满！ 这可不是简单的数字组合， 而是藏着城乡蝶变的超燃剧本！ 广东正用它破解区域发展不平衡难题， 交出中国式现代化的时代答卷！ 与浙江"千万工程"经验遥相呼应， 广东"百千万工程"也别样精彩—— 把握历史大势与发展规律 以产业为根本、风貌为基础、改革为关键， 通过发动群众、用好市场、因地制宜等"组合拳"， 在特色化与差异化的发展之路换挡提速。 三年初见成效之际，一起解码—— 看中国第一经济大省， 如何把城乡"短板"， 炼就成未来发展的超强"潜力板"！ 【百县：郡县治则天下安】 古训有言："郡县治 天下安"， 今朝广东以"百县"为支点，重塑山河版图。 "百"字落笔，写的是122个县域的野心与底气！ 沃野藏金 耕海牧渔， 阳西渔业"芯片"（优质种苗）带动3万渔民增收， 90个现代化海洋牧场项目奏响"蓝色牧歌"。 粮食播种面积、总产、单产三连增， 农产品进出口总值全国领跑， 10个千亿级、20个百亿级产业集群（茶叶/花卉/岭南水果/畜牧等）托底， 南粤沃野上演"农业变现"的N种打开方式！ 12个产业转移合作园区拔地而起， 近两年承接项目超1220个， 撑起广东 ...

证券代码：832023 证券简称：田野股份 公告编号：2025-045 田野创新股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带法律 责任。 □其他 二、 投资者关系活动情况 活动时间：2025 年 5 月 27 日 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 活动地点：公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） 采用网络 远程的方式召开业绩说明会 参会单位及人员：通过网络方式参加公司 2024 年度业绩说明会的投资者 上市公司接待人员： 公司董事长：姚玖志先生 公司董事、总经理：单丹女士 公司副总经理、董事会秘书：张辉先生 公司副总经理、财务负责人：张雄斌先生 公司保荐代表人：张彦忠先生、薛羽先生 三、 投资者关系活动主要内容 本次业绩说明会通过年报视频解读的方式对公司 2024 年度经营情况进行了介绍。 同时，公司在业绩说明会上与投资者进行了互动交流，并就投资者普遍关注 ...

拓展新业态，推动乡村特色产业向多元化、高附加值方向发展。 澳角村三面临海，近年来发展了海洋捕捞、海水养殖、海产品加工、海鲜电商和渔家民宿等特色产业， 走出一条以海兴村、以海强村的新路。2024年10月，习近平总书记到澳角村考察，勉励乡亲们做 好"海"的文章，在乡村振兴、共同富裕的道路上一往无前。 安徽蒙城县森林覆盖面积39.6万亩，当地积极探索林农复合经营模式，在林下发展中药材、食用菌、家 禽等种植养殖产业，目前已形成林下经济实体21个，带动周边群众增收致富，林下"小空间"培育出生态 富民"大产业"。 习近平总书记高度重视乡村特色产业发展，在地方考察中，他多次深入田间地头、生产车间，为各地发 展富民产业指引方向。在湖北，他指出，推进中国式现代化，必须加快推进乡村振兴，首先是要发展富 民产业。今年在贵州，总书记指出，要因地制宜发展现代山地特色高效农业，培育具有持久市场竞争力 的特色主导产业。 从上游原材料种植养殖、中游农产品加工到下游农文旅融合，如今，全国各地已建成1700多个农业产业 强镇、350个国家现代农业产业园和220个优势特色产业集群，全国规模以上农产品加工业企业超过9万 家。今年1至3月，全国规模以 ...

Core Viewpoint - The press conference highlighted the high-quality development of Pingwu County's economy, emphasizing ecological preservation and cultural heritage as key drivers for sustainable growth [1] Group 1: Ecological and Cultural Development - Pingwu County is recognized as a biodiversity hotspot with 335 wild giant pandas, making it the "first county of giant pandas" in China [1] - The county has implemented strategies to enhance ecological and cultural assets, including the protection of the Baoning Temple and the promotion of the White Horse culture [2] - Pingwu has been selected as a national model for ethnic unity and a national-level cultural protection experimental zone for the Qiang ethnic group [1][2] Group 2: Economic Growth and Investment - Pingwu has established a project reserve with a total investment exceeding 500 billion yuan, with an average investment growth rate of over 22% in the past three years [3] - The county's fixed asset investment reached 50% in the first quarter of this year, with a target of increasing various funding sources by 103.7% in 2024 [3] Group 3: Tourism and Industrial Development - Pingwu is enhancing its tourism sector by investing nearly 2 billion yuan in key projects, aiming for a 44% increase in tourist arrivals and a 67% increase in tourism revenue in 2024 [4] - The county is focusing on the "Tianfu Forest Four Libraries" initiative, with over 950,000 acres of agricultural production bases and a forestry output value of 4.3 billion yuan [5] - Pingwu is developing a clean energy industry, with a hydropower capacity of 890,000 kilowatts and an annual generation of 3.656 billion kilowatt-hours [6] Group 4: Social Welfare and Infrastructure - The county has invested 330 million yuan in upgrading schools and hospitals, establishing a collaborative education model and enhancing healthcare resources [7] - Pingwu has implemented 46 urban construction projects, achieving a 94% renovation rate for old neighborhoods and a 43.5% green coverage rate [7][8] - The county has developed a comprehensive transportation network, with over 5,200 kilometers of roads, facilitating investment and trade [8]

Core Viewpoint - The article highlights the significant contributions of Liu Jingsheng in the field of corn post-harvest research, focusing on reducing losses and enhancing the value of corn through innovative processing techniques and technologies [2][5][10]. Group 1: Post-Harvest Research - Liu Jingsheng has dedicated his research to understanding the quality changes of corn after harvest, addressing issues such as drying and storage to minimize losses [5][6]. - His team has developed technologies that reduce drying time by two hours and decrease energy consumption by 16.4%, while also lowering grain loss rates by 3.9% through improved storage methods [6][7]. Group 2: Fresh Corn Processing - Liu's research has led to the creation of a standardized intelligent control technology system for fresh corn, which ensures quality control and traceability throughout the processing chain [9]. - Innovations such as the "timely temperature harvesting" technique have extended the processing time for fresh corn from 6 hours to 15 hours, significantly improving product quality [9][10]. Group 3: Deep Processing of Corn - The article discusses Liu's focus on deep processing technologies that convert corn by-products into high-value functional food components, enhancing the overall value of corn [10][11]. - Liu's work has resulted in the establishment of production lines capable of processing large quantities of corn, contributing to the industrialization of corn as a staple food [10][11].

Core Viewpoint - The article emphasizes the growing importance of plant-based proteins in modern diets, highlighting their role in promoting health and environmental sustainability [3][4]. Industry Insights - China is a major player in the oilseed planting, processing, and consumption sectors, with technological innovations potentially increasing raw material utilization by over 20 times [3]. - Plant proteins are seen as a key solution to meet future protein demands and to reduce agricultural carbon emissions, aligning with China's dual carbon goals [3][4]. Technological Advancements - The production process of plant-based foods is more environmentally sustainable, reducing land use and water consumption [4]. - Significant breakthroughs have been made in peanut protein processing, with a focus on enhancing the value of peanut protein, which is currently underutilized [4]. - The development of high solubility plant protein powders and new plant-based cream products has been achieved, with applications in various food products like ice cream [4]. Future Directions - Future breakthroughs in plant protein are expected in four key technological areas: green extraction, functional modification, texture reconstruction, and nutritional enhancement [4]. - High moisture extrusion and 3D printing technologies are anticipated to drive explosive growth in plant-based meat, egg, and dairy products [4]. International Collaboration - The team has engaged in frequent collaborations with research institutions in Europe, Central Asia, and Africa, focusing on demand-driven solutions [5]. - A global scientific initiative for peanut quality evaluation has been launched, enhancing China's influence in the global peanut industry [5]. Research and Development Focus - The choice to focus on plant protein processing is driven by national strategies and industry needs, with a strong emphasis on technological innovation [6]. - The integration of basic research and industrial application is crucial for sustainable development in the plant protein sector [6].

Core Viewpoint - The soybean meal market in China has experienced significant price volatility since 2025, primarily due to a mismatch in supply and demand, with factors such as increased imports and seasonal demand influencing market dynamics [1][4]. Price Volatility - Soybean meal spot prices have fluctuated dramatically, rising from 2890.9 yuan/ton at the end of last year to a peak of 3716.8 yuan/ton on February 28, then dropping to a low of 3153.2 yuan/ton by April 10, before rising again to 3721.4 yuan/ton at the end of April and falling to 3026.6 yuan/ton by May 20 [1]. - The main soybean meal futures contract also saw two significant upward trends, with a cumulative increase of 4.69% year-to-date, closing at 2966 yuan/ton on May 27 [1]. Inventory Trends - Inventory data shows significant fluctuations, with a "decrease-increase-decrease" trend observed in soybean meal stocks, breaking seasonal patterns [2]. - As of April 25, soybean meal inventory reached a low of 5.9 thousand tons, compared to 46.14 thousand tons in the same period last year and a five-year average of 39.48 thousand tons [2]. Supply and Demand Dynamics - The supply side has faced challenges due to slow raw material procurement, holiday shutdowns, and customs delays, leading to unstable operating rates for production facilities [3]. - Average operating rates for the first and second quarters were 46.8% and 47.27%, respectively, compared to 44.41% and 55.49% in the previous year [3]. Improvement in Supply Situation - By May, the speed of imported soybean clearance improved, alleviating shortages at oil mills and leading to a steady increase in processing volumes [4]. - As of May 23, soybean meal inventory at production enterprises was 18 thousand tons, indicating a low inventory turning point after three weeks of slight increases [4]. Market Outlook - The soybean meal market is at a critical juncture, with expectations of a potential turning point in prices due to improved supply conditions and increased processing rates [4][5]. - Analysts suggest that while the market currently faces downward pressure from increased supply, factors such as rising demand in the feed sector and cost support from international markets may lead to a recovery in prices [5].

Core Insights - The company has established overseas warehouses to facilitate the export of agricultural products to countries such as the USA, Canada, the UK, and Sweden, enhancing its market reach and efficiency [1][2] - The establishment of overseas warehouses has significantly reduced logistics costs and improved the speed and accuracy of product delivery to overseas customers, leading to a doubling of sales in 2023 [2] - The local government has actively supported the company in building these warehouses and has helped in the certification of agricultural products for export, thereby strengthening the agricultural industry's infrastructure [3] Group 1 - The company is exporting specialty agricultural products like taro, lotus root, and yam, with over ten overseas warehouses ready to supply these products [1] - The company’s founder, 彭上坚, has over ten years of experience in agricultural processing and identified opportunities in the European and American markets for local products [1][2] - The company aims to increase its export revenue by over $2 million this year, which will also help increase the income of local farmers [2] Group 2 - The local government has been proactive in enhancing agricultural infrastructure by organizing enterprises to apply for various certifications and providing specialized training [3] - The establishment of new export bases in 八步区 is part of a broader strategy to optimize and upgrade the agricultural industry structure [3]