Group 1 - The Consumer Brand Conference held in Shenyang, Liaoning Province, focused on enhancing market consumption vitality and promoting high-quality industry development [1] - October Rice Field Group, as the first unicorn enterprise in Liaoning, was recognized in the first batch of Chinese consumer brands, highlighting its brand and product quality [1] - The company has leveraged the rise of e-commerce to expand from Northeast China to the national market, becoming the "first stock of rice in Hong Kong" after its listing in 2023 [1] Group 2 - October Rice Field emphasizes the dual focus on social value and economic benefits, aiming to promote rural revitalization as a key mission [2] - The company has established five industrial bases in Northeast China's premium grain production areas and has purchased over 14 billion yuan of raw grain from local farmers from 2020 to 2024 [2] - By integrating the entire supply chain from planting to sales, October Rice Field has driven the development of local specialty industries and enhanced rural economic growth [2] Group 3 - The Consumer Brand Conference is seen as a new impetus for the high-quality development of China's consumer goods industry, with October Rice Field aiming to tell the story of domestic brands and promote Northeast flavors globally [3]

投资者关系活动记录表 编号：2025 -002 | 投资者关系活动类别 | ☐特定对象调研 ☐分析师会议 | | | --- | --- | --- | | | ☐媒体采访 | 业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | | ☐现场参观 | | | | ☐其他（请文字说明其他活动内容） | | | | 投资者网上提问 | | | 参与单位名称及人员姓名 | | | | 时间 | 2025年05月15日 15:00-16:30 | | | | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 地点 | 采用网络远程的方式参加 2025 年山东辖区上市公司投资者网上 | | | | 集体接待日活动 | | | | 董事长 杨君敏 | | | 上市公司接待人员姓名 | 副总经理兼财务总监 隋君美 | | | | 副总经理兼董事会秘书 师恩战 | | | | 1.近来来，国际环境的变化，使得公司原材料和产品两端都面临严 | | | 投资者关系活动主要内容 | 峻挑战，公司采取了哪些有力应对措施？泰国工厂项目将在下半年 | | | 介绍 | 什么时候投产？预计 ...

Core Insights - Guangdong Maoming is known as the "Hometown of Lychee" and has the world's largest contiguous lychee base, producing one out of every five lychees globally [1] - The local government is enhancing the sales network to expand the market for Maoming lychees during the peak harvesting season [1] Sales and Marketing Strategies - Maoming has over 4,000 e-commerce businesses and more than 10,000 micro-businesses, with approximately 40% of early-ripening lychees sold through e-commerce channels, achieving over a 10% increase in average purchase price compared to traditional channels [3] - Innovative sales models include lychee tree subscriptions, prepaid consumption cards, and graded sales based on growth years, with a target to attract younger consumers through customized blind boxes and holiday-themed products by 2025 [3] Processing and Value Chain - The deep processing of lychees has led to year-round availability, with over 30 processed products developed, including freeze-dried lychee, pastries, lychee wine, vinegar, and ice cream, contributing to a complete industry chain with a total output value exceeding 12 billion yuan [5] Cultural Integration and Tourism - The first lychee cultural theme service area in Guangdong Province, located at the Baomao Expressway BQ Bridge service area, integrates Maoming lychee culture with agricultural product exhibitions, intangible cultural heritage experiences, and specialty dining [6][9] - The service area features unique architectural designs symbolizing lychee and aims to promote local agricultural products through live streaming sales and visitor service centers, enhancing the "road economy" to "retention economy" transition [11] Seasonal and Cultural Activities - The service area will host various themed activities based on different seasons, holidays, and cultural characteristics to attract tourists and local residents [14]

Core Viewpoint - The establishment of the Pepper Industry Chain Joint Party Committee in Han City aims to address challenges in the industry chain, such as organizational coverage, integration, and resource assurance, by leveraging party leadership for high-quality development of the pepper industry [1][2] Group 1: Organizational Structure - The Joint Party Committee is structured as an open party organization with a "1+X+N" system, where "1" represents the leading enterprise's party organization, "X" includes related units and enterprises' party organizations, and "N" consists of potential enterprises to establish party organizations, creating a new pattern of party building [1] - The core of the Joint Party Committee is the party organization of the leading enterprise, Shaanxi Weikang Biotechnology Co., Ltd., supported by 14 established party organizations and covering 113 small and medium-sized enterprises and cooperatives in the city [1] Group 2: Mechanisms and Services - A "whistle-blowing" mechanism has been established for enterprises to report issues, allowing for timely resolution of individual and common problems within the industry chain [1] - The committee has implemented a service mechanism where technical personnel conduct on-site visits to provide proactive technical support and services [1] Group 3: Development Goals - The Joint Party Committee will hold regular meetings to address issues related to party building, talent cultivation, specialized and innovative enterprise development, and resource allocation, aiming to enhance the quality of collaborative party building within the industry chain [2]

Core Insights - The recent successful trial production of potato-based staple foods, such as potato steamed buns and "potato rice," has garnered significant attention in the industry and society [1][2]. Group 1: Nutritional and Economic Value - Potatoes are recognized as a comprehensive nutritional food, rich in vitamins, minerals, essential amino acids, and dietary fiber, with vitamin C content exceeding that of most apples and potassium content surpassing that of bananas [2]. - The industrial development of potatoes as staple food is crucial for improving national dietary structure and enhancing public health [2]. - Potatoes are particularly valuable for farmers in arid and marginal areas of China, where other crops struggle to grow, thus serving as a reliable crop [2]. Group 2: Agricultural Development and Food Security - China's potato planting area has stabilized at around 70 million acres, maintaining the highest production globally, with over 70% of planting regions located in poverty-stricken areas [2][3]. - The increase in potato production in China has shifted from area expansion to yield improvement [2]. - Ensuring food security requires a comprehensive approach to food resource development, focusing on the entire process from production to consumption [3]. Group 3: Innovation and Processing Potential - The potato's versatility has led to various innovative uses, including starch, pre-prepared dishes, and the extraction of high-nutrition potato protein, which is gaining popularity in the plant protein market [3]. - By-products of potato processing, such as potato residue, are being developed into dietary fiber supplements or animal feed, showcasing significant economic potential [3]. - Emphasizing technological innovation is essential for enhancing agricultural productivity and the added value of agricultural products [3].

6只ST/*ST股将"摘星脱帽"。 Wind统计数据显示，根据上市公司公告，截至发稿，明日（5月20日）将有8只A股复牌。 其中，ST中泰、ST升达等6股均因撤销退市风险警示、其他风险警示而在今日（5月19日）停牌一天，将 自明日复牌，股票代码不变，股票简称均有所变化。 慧博云通和信邦智能则是发布了重大资产重组预案，并宣布复牌。 6股即将"摘星脱帽" 20日复牌 *ST傲农（603363）此前公告，公司股票将自5月20日撤销退市风险警示及其他风险警示并复牌，股票简 称由"*ST傲农"变更为"傲农生物"，股票代码不变。 根据公告，2025年4月28日，容诚会计师事务所（特殊普通合伙）对公司2024年度财务报告出具了标准无 保留意见的审计报告。经审计，截至2024年12月31日，公司期末归属于上市公司股东的净资产为25.66亿 元；2024年度，公司实现营业收入87.63亿元，实现归属于上市公司股东的净利润为5.79亿元。此外，根 据公司《董事会关于2023年度审计报告非标意见涉及事项影响已消除的专项说明》，董事会认为，公司 2023年度审计报告非标意见涉及事项的影响已消除。容诚会计师事务所（特殊普通合伙）于20 ...

宁陵梨主要种植区域为宁陵县石桥镇，种植面积约22万亩，是河南第一产梨大县。近年来，在酥梨培 育、品种高接换优及其相关产业推进过程中，种植农户、种植合作社以及涉及酥梨产品加工的小微企业 等在融资方面往往遇到困难，其他融资渠道或多或少存在手续复杂、授信低、效率低等原因，不能解决 种植户的燃眉之急。在此背景下，建行"豫农振兴贷-酥梨贷"应运而生。 "豫农振兴贷-酥梨贷"产品是建行为乡村产业振兴上下联动的一个真实写照。从2023年上半年开始，建 行宁陵分行联动宁陵县农业农村局、石桥镇政府对酥梨贷项目进行现场重点宣讲。上线当天累计为石桥 集村27户成功授信437.9万元，支用贷款222.56万元，上线一周授信和投放支用均超1000万元，授信户数 金额均居全省第一位。目前建行年利率由上线的3.75%降为3.45%，为梨树高接换优和高标准梨树种植 解决资金问题，助力酥梨产业升级。 为进一步助力"豫农振兴贷-酥梨贷"的产业兴旺，建行对酥梨加工企业"小梨妹"公司进行调研授信，截 至目前，建行已经为"小梨妹"公司上下游农户、合作社等授信超过500万元，现在"小梨妹"公司已经成 为宁陵当地规模最大、创收最高的酥梨及其相关农产品加工 ...

中原期货研究所 晨会纪要 2025 第（87）期 发布日期：2025-05-19 | | | | 商品指数每日市场跟踪 | | | | --- | --- | --- | --- | --- | --- | | 宏观指标 | | 2025/5/19 08:00 | 2025/5/16 15:00 | 涨 跌 | 涨跌幅/% | | 道琼斯工业指数 | | 42654.74 | 42322.75 | 331.990 | 0.784 | | 纳斯达克指数 | | 19211.10 | 19112.32 | 98.780 | 0.517 | | 标普500 | | 5958.38 | 5916.93 | 41.450 | 0.701 | | 恒生指数 | | 23345.05 | 23453.16 | -108.110 | -0.461 | | SHIBOR隔夜 | | 1.65 | 1.40 | 0.250 | 17.806 | | 美元指数 | | 100.74 | 100.98 | -0.244 | -0.241 | | 美元兑人民币(CFETS) | | 7.20 | 7.20 | 0 | 0 | | 主力 ...

| 日期 | 豆粕江苏 | 菜粕广东 | 豆油江苏 | 棕榈油广州 | 菜油江苏 | | --- | --- | --- | --- | --- | --- | | 2025/05/12 | 3000 | 2420 | 8160 | - | 9400 | | 2025/05/13 | 2990 | 2370 | 8210 | 8490 | 9400 | | 2025/05/14 | 2990 | 2370 | 8280 | 8710 | 9460 | | 2025/05/15 | 2960 | 2400 | 8190 | 8580 | 9330 | | 2025/05/16 | 2920 | 2390 | 8120 | 8500 | 9320 | 油脂油料早报 研究中心农产品团队 2025/05/19 隔 夜 市 场 信 息 ： 阿根廷农林渔业国秘处发布的周度报告显示，截至 15日，阿根廷2024/25年度大豆收割率为66%，领先于去年同 期的61%。前一周收割率为45%。 敦促政府推迟提高棕榈油出口专项税 GAPKI周五敦促政府推迟提高棕榈油出口专项税的计划，并警告称，在美国关税和紧张局势导致全球贸易不确定 ...

Core Insights - The launch event for the "Spiky Happiness Supercharged" and "Guizhou Village Super × Three Squirrels" co-branded prickly pear beverages took place in Rongjiang County, Guizhou, focusing on cross-industry collaboration and integration to promote Guizhou's agricultural brands nationwide, showcasing diverse practices in rural revitalization [1][3] Product Launch - Five prickly pear beverages were introduced, including electrolyte drinks, fruit juices, and drinks infused with goji berries, highlighting the use of Guizhou prickly pears and Anshun golden prickly pears as primary ingredients [3] - The products utilize fresh fruit cold-pressing and instant high-temperature sterilization technology to preserve the natural vitamin C content of prickly pears, emphasizing the full industry chain advantages of "Guizhou raw materials, Guizhou production, Guizhou brands" [3] Market Strategy - The co-branded products aim to leverage over 1,000 distribution channels of Three Squirrels, targeting the summer tourism and heat-relief markets, with an expected additional sales revenue of over 100 million yuan for Guizhou prickly pear products [3] - The three golden prickly pear beverages are provided by Guizhou Debao Agricultural Technology Co., which focuses on high-quality products and brand collaboration under the guidance of local agricultural authorities [3] Cultural Integration - The event featured a blend of sports, cultural performances, and innovative food offerings, linking prickly pear beverages to health and wellness, thereby injecting cultural vitality into rural industries [5] - Guizhou Qianting Supply Chain Management Co., Ltd. has facilitated the entry of over 160 "Guizhou" agricultural products into seven national railway bureaus, achieving cumulative sales of 230 million yuan, with the new products expected to enhance the brand influence of Guizhou prickly pears [5] Agricultural Branding - Guizhou has incubated 186 regional public brands for agricultural products, published a directory of 90 strong brands, and supported 439 enterprises in obtaining geographical indication trademarks, contributing to the development of high-quality agricultural brands [5]