6月16日，国家统计局公布的5月国民经济运行数据显示，伴随实施更加积极有为的宏观政策，5月经济 保持平稳运行，生产需求稳定增长，就业形势总体稳定，新动能成长壮大，高质量发展向优向新。 全国规模以上工业增加值同比增长5.8% 5月份，全国规模以上工业增加值同比增长5.8%，环比增长0.61%。 其中，装备制造业增加值同比增长9.0%，高技术制造业增加值增长8.6%，分别快于全部规模以上 工业增加值3.2和2.8个百分点。 分产品看，3D打印设备、工业机器人、新能源汽车产品产量同比分别增长40.0%、35.5%、31.7%。 1至5月份，全国规模以上工业增加值同比增长6.3%。 全国服务业生产指数同比增长6.2% 5月份，全国服务业生产指数同比增长6.2%，比上月加快0.2个百分点。 1至5月份，全国服务业生产指数同比增长5.9%。 5月份，服务业商务活动指数为50.2%，比上月上升0.1个百分点；服务业业务活动预期指数为 56.5%，上升0.1个百分点。 社会消费品零售总额同比增长6.4% 5月份，社会消费品零售总额41326亿元，同比增长6.4%，比上月加快1.3个百分点；环比增长 0.93%。 1至5月份， ...

Core Viewpoint - Shenzhen Shengliang Holdings Co., Ltd. has approved its 2025 comprehensive budget plan during the 9th meeting of the 11th Supervisory Board, emphasizing efficiency improvement and expansion opportunities in the grain and oil market [1]. Group 1: Meeting Details - The 9th meeting of the 11th Supervisory Board was held on June 17, 2025, at 4:30 PM in Shenzhen, with a combination of in-person and communication methods [1]. - The meeting was attended by 4 supervisors, with one supervisor, Liu Xinqing, authorizing Zheng Shengqiao to attend [1]. - The meeting's procedures complied with the Company Law and the Articles of Association [1]. Group 2: Budget Approval - The Supervisory Board reviewed the 2025 comprehensive budget plan, which was based on an analysis of the 2024 grain and oil market, development opportunities, competitive conditions, and national policies [1]. - The board agreed on a proactive annual budget target, focusing on efficiency improvement and expansion [1]. - The voting results showed unanimous support with 4 votes in favor, 0 against, and 0 abstentions [1].

Core Points - The establishment of Hainan Free Trade Port's Yangpu Economic Development Zone as a pilot area for high-level cross-border trade and investment since January 2022 has significantly boosted regional trade development [1] - Hainan Oscar International Grain and Oil Co., Ltd. has rapidly developed by leveraging the policy advantages of Hainan Free Trade Port and the geographical advantages of Yangpu, achieving a production value of 5.95 billion yuan in 2024 [3] - The new policies have simplified foreign exchange processes, reducing the time for special refund business from several days to a few minutes, thereby lowering operational costs for enterprises [3][5] Policy Impact - The four key policies have optimized management processes, simplified operational steps, and improved financial service efficiency, significantly reducing the "bottom-line costs" for enterprises [7] - Enterprises can now handle foreign exchange receipts and payments for current accounts with just payment instructions, eliminating cumbersome documentation processes [7] - Electronic payments save time and storage costs for banks while allowing enterprises to benefit from favorable exchange rates [7] Efficiency Gains - The implementation of these policies has led to a reduction in settlement time by at least 75% and an increase in settlement efficiency by over 50% [8] - The policies support banks in optimizing new international trade settlement methods and expand the range of enterprises eligible for net settlement of trade receipts and payments [7][8]

中国发展网讯 仲夏的烈日炙烤着大地，在武穴市花桥镇湖北伟博粮油贸易股份有限公司的建设工地 上，焊花飞溅、机械轰鸣，工人们争分夺秒推进总投资3亿元、占地120亩的智能化粮油加工贸易产业园 建设。一期工程中，标准化大米生产车间、万吨级粮仓拔地而起，两条稻米生产线即将调试完毕，只待 9月新粮上市便可开足马力生产。这座承载着年产值5亿元、带动50余人就业的现代化园区，背后是吴国 祥父子三人十五年如一日的坚守与创新——他们用三代人的接力奋斗，在传统农业的沃土上，完成了从 手工作坊到省级龙头企业的三级跨越式发展。 第一跳：父子携手 小作坊破茧成蝶 56岁的吴国祥是土生土长的武穴农民，年轻时靠一台简陋的轧米机开启创业之路。在那个"原粮进、糙 米出"的手工加工时代，他的小作坊仅能勉强维持生计。2010年，稻米市场需求剧变，批量采购模式兴 起，传统加工模式濒临淘汰。正当吴国祥焦虑之际，刚从大学毕业的大儿子吴志伟毅然返乡，与父亲并 肩作战。 如今，伟博粮油的智能化产业园正如火如荼建设。吴国祥父子计划引入国内领先的自动化加工设备和智 能仓储系统，打造从稻谷烘干、碾米、包装到物流配送的全流程数字化生产线。"我们要让一粒稻谷的 价值发 ...

麦浪翻滚，菜籽飘香。广袤田野迎来今年第一茬粮食收获季。 "看样子，今年产量比去年还要高一些。"马文昌高兴地告诉记者，麦子已经完全成熟了，这几天正在加 班加点抢收。"我家种的都是种子粮，播种前就被种子公司预订了，每斤价格比普通小麦贵一毛钱。" 良田、良种、良机、良法——近年来，农业农村部持续推进"四良"融合，我国粮油作物在大面积单产提 升方面不断取得新突破。 "今年小麦产量和质量都不错。"新乡县农业技术推广站站长文祥朋说，新乡县在大力推进高标准农田建 设、提升农田抗灾减灾能力的同时，积极推广适应当地种植的高产稳产品种。 金黄麦田，籽粒饱满。在河北邯郸市邱县，收割机此起彼伏的轰鸣声中，大片冬小麦加快收获进度。据 邯郸市农业农村部门估产，今年该市夏粮将实现增产。 "为提升小麦产量和质量，我们联合科研院所推广优质品种，提供专业技术指导，为小麦丰收全程护 航。"邱县农业农村局种植业股负责人王永强说，全县组织了217名技术员深入田间地头，指导农户及时 跟进小麦管护措施，还搭建起"线上+线下"服务网络，通过微信群、信息平台等及时推送气象预警、病 虫害防治方案等信息，让种植户足不出户就能获取专业知识。 夏收作物中，夏油占全年 ...

◆ | 涨幅前 | 万辰集团 | 邦基科技 | 永顺泰 | 罗牛山 | *ST 佳沃 | | --- | --- | --- | --- | --- | --- | | 五 | 14.6% | 14.1% | 10.5% | 7.8% | 7.6% | | 跌幅前 | 瑞普生物 | 田野股份 | 晓鸣股份 | 天康生物 | 雪榕生物 | | 五 | -14.4% | -10.9% | -5.6% | -4.0% | -3.4% | 资料来源：iFinD，中航证券研究所整理 ◆ ◆ 1 [证券研究报告] 正常节奏出栏,意在推动行业理性经营,以及稳定远期生猪价格和产能。此外,对二 次育肥的约束也将有利于行业减少投机行为、减轻短期价格波动。整体上新的行业举 措将维护行业正常生产经营,也有利于推动产业长期高质量发展。 交易上,生猪板块具备长期配置价值,关注优化行业经营发展举措给板块预期 带来的推动。一是股价先于周期，生猪板块估值水平处于历史低位。截至６月６日， 万得猪产业指数为 926.06 点，整体 PB 估值 2.55 倍，处于近 10 年 2.13%分位点, 估值具备较好性价比。二是生猪行业优势企业红利属性增强 ...

开栏的话 中国的民营企业是伴随改革开放伟大历程蓬勃发展起来的。40多年来，中国民营经济从小到大、从弱到 强，在国内市场上扎根成长，在国际竞争合作中扬帆远航。本报今日起开设"民营企业'走出去'"栏目， 聚焦在世界经济的大海中"乘风破浪"的中国民营企业，唱响开放合作、互利共赢的时代强音。 面对风高浪急的国际市场，中国民营企业出海步履不停，成为促进外贸增长的主力军。海关总署最新数 据显示，民营企业已连续6年保持我国第一大外贸经营主体地位。 山东利森特农业科技有限公司—— 研发定制，让"中国大棚"扎根全球40余国 万里之外的新西兰奥克兰，来自山东利森特农业科技有限公司（以下简称"利森特农业"）的技术员正在 进行连栋温室的基础施工。这个占地5000平方米的现代化温室大棚有望成为当地标志性农业园区。 "我们结合当地特点，配备保温系统、无土栽培设施，采用水肥一体化灌溉技术进行叶菜栽培，预计今 年8月建成交付。这也是我们在新西兰建成的第三批蔬菜大棚。"公司董事长王守波介绍，截至目前，公 司已在乌兹别克斯坦、几内亚等40多个国家建设272个温室大棚。 2023年，利森特农业承建的新西兰鲜美健农场卡拉卡种植基地项目建设完成。"目 ...

Core Insights - In 2024, China's total retail sales of consumer goods reached 48.79 trillion yuan, growing by 3.5%, marking the first time it fell below the GDP growth rate of 5% [1] - The fast-moving consumer goods (FMCG) industry is transitioning into a phase dominated by "stock competition," focusing on efficiency improvement, brand optimization, and structural adjustments [1] FMCG Company Performance - **Master Kong**: Achieved revenue of 806.51 billion yuan, a slight increase of 0.30%, with net profit rising by 19.80% to 37.34 billion yuan [2][6] - **Nongfu Spring**: Reported revenue of 428.96 billion yuan, up by 0.50%, and net profit of 121.23 billion yuan, a marginal increase of 0.40% [2][6] - **Uni-President**: Generated revenue of 303.32 billion yuan, a growth of 6.09%, with net profit of 18.49 billion yuan, increasing by 10.90% [2][6] - **China Foods**: Recorded revenue of 214.92 billion yuan, up by 0.20%, and net profit of 8.61 billion yuan, a growth of 3.40% [2][6] - **Eastroc Beverage**: Achieved significant growth with revenue of 158.39 billion yuan, up by 40.63%, and net profit of 33.27 billion yuan, increasing by 63.09% [2][6] - **Three Squirrels**: Reported revenue of 106.22 billion yuan, a substantial increase of 49.30%, with net profit rising by 85.51% to 4.08 billion yuan [2][6] Industry Trends - The FMCG sector is experiencing a shift towards efficiency and brand optimization as the era of rapid market growth driven by demographic dividends comes to an end [1] - Companies are adapting to market changes through product innovation, structural optimization, and brand rejuvenation to establish new growth curves and core competitiveness [13] - The beverage segment is seeing strong performance from Nongfu Spring's tea drinks, which have become a major revenue source despite challenges in the bottled water segment [8][13] - The snack segment is witnessing varied performance, with companies like Qinqin Foods achieving profitability through export and OEM manufacturing, while others like Liuyifei face challenges due to strategic adjustments [13] Dairy Industry Performance - **Yili Group**: Maintained its position as Asia's leading dairy company with revenue of 1,157.80 billion yuan, despite a decline of 8.24% [15][16] - **Mengniu Dairy**: Experienced a revenue drop of 10.09% to 886.75 billion yuan, with net profit significantly declining by 97.83% [15][16] - **Bright Dairy**: Reported revenue of 242.78 billion yuan, down by 8.33%, and net profit of 7.22 billion yuan, a decrease of 25.36% [15][16] - The dairy industry is facing challenges with supply-demand imbalances and declining consumer demand, leading to revenue declines for many traditional dairy giants [18]

齐鲁晚报.齐鲁壹点张颖 6月6日，日照市新闻办组织召开"干字当头实绩作答"主题系列新闻发布会(第6场)。市工业和信息化局党组成员、副局长丁明松介绍日照 市加快推进新型工业化、发展新质生产力工作情况。 今年以来，日照市立足"大港大钢"优势，扎实开展"项目提升年"，坚定不移走新型工业化道路，推动传统产业焕新升级、新兴和未来产 业聚链成群，积极培育和发展新质生产力。1-4月份，全市规上工业增加值增长8.4%，高于全省平均0.3个百分点，位居全省第7；工业投 资同比增长38.4%，高于全省19.5个百分点，位居全省第2；工业技改投资同比增长16.5%，增速高于全省6.6个百分点，位居全省第6，主 要指标增幅均好于同期、高于全省，呈现稳进提质的良好态势。 (四)数智赋能加速推进。全市创建省级"产业大脑"建设试点5个，培育多个专业化数字化园区，数字产业集聚度居全省第5位，率先启 动"数据管理贯标推广行动"，DCMM贯标企业74家，数量居全省第5位。 (五)产业生态持续优化。构建优质企业梯度培育体系，培育众多创新型、专精特新等企业。推进重点产业链"链长制"，开展融链固链专 项行动，打造融链固链共同体。培育多个国家级、省级产 ...

哈萨克斯坦BAQ通讯社记者古尔詹·拉曼库洛娃了解到，该项目为周边多个村子的村民提供了就业岗 位，还有人因在这里工作而特地从其他地区搬过来。她表示，哈萨克斯坦同样有振兴乡村的计划，该项 目有力促进了当地发展和人民生活水平的提高。 "中企投资正助力中亚现代化发展。"塔吉克斯坦"阿萨尔"中亚新闻网总编辑阿努谢尔冯·拉苏洛夫表 示，中亚与中国的合作有助于改善整个地区经济面貌。 （文章来源：人民日报） 6月3日，中国—中亚媒体高质量共建"一带一路"联合采访团深入哈萨克斯坦北哈州塔因莎县阿依马克 镇，采访中国西安爱菊集团哈萨克斯坦园区。 走进面粉生产车间，机器轰鸣，一袋袋面粉源源不断沿着传送带送入货车。在质检车间，联合采访团的 中亚记者们品尝了刚刚出锅、散发着麦香的面点。据园区总经理方龙飞介绍，除了让优质无添加的面 粉、油料走上中国消费者的餐桌，园区还生产牧业需要的饲料、油粕等，以供应哈萨克斯坦和其他中亚 国家市场。 2015年起，爱菊集团开始加强与中亚地区的贸易往来，粮油合作项目成为"中哈产能与投资合作重点项 目清单"中唯一的农业加工型粮食项目。目前，爱菊集团在哈萨克斯坦已建成油脂厂、面粉车间、饲料 车间、挂面车间等， ...