在新媒体技术重塑信息传播格局、国家持续深化乡村产业振兴战略的当下，如何让田间地头的物产、指尖传承的技艺突破地域局限，借助影像力量触达更 广阔的市场是城市发展的关键。7月14日下午，南京传媒学院摄影学院"寻影榕城"实践团队专程探访福州首邑融媒体传媒有限公司与闽侯县供销社，旨在 通过实地调研与深度交流，为传统产业的数字化转型与影像化传播探寻可行路径。 助"播"发声，闽侯好物下出新农"先手棋" 实践场景转至闽侯县供销社，镜头记录也从技术层面深入产业纵深。自2024年4月底重点发力电商助农以来，闽侯县供销社的电商直播产业已实现70多万 元的销售额，单场直播最高观看人数突破1300人。负责人展示的助农数据背后，是农产品标准化生产、供应链整合、物流优化的系统性挑战。带队老师崔 耀中在座谈中谈到："乡村振兴需要打通从生产端到消费端的全链条，而影像传播也在其中起着关键性作用。"刘总也坦言，其核心目标是为农服务，直播 产生的直接收入仅占其业务的小部分。 除此之外，闽侯县供销社负责人还向团队成员提到了目前面临的困境：物流成本与产品体量紧密相关，亟待优化；更缺乏专业的传媒人才进行内容升级， 目前的拍摄呈现相对朴素；宣传方式虽善用" ...

Group 1 - The "Passion Consumption Season · Quality Product Exhibition" series event in Yongzhou will officially start on July 18, showcasing local high-quality agricultural products [1] - Numerous agricultural processing companies in Yongzhou are working hard to prepare sufficient supplies for the exhibition, ensuring a high-quality and flavorful showcase for citizens and tourists [1] Group 2 - Henghui Food Technology Co., Ltd. will promote geographical indication products such as Shunhuang Mountain native pig meat and other local delicacies at the exhibition, utilizing advanced flash-freezing technology to preserve flavor and nutrition [4] - The company aims to increase local consumer awareness and appreciation of Yongzhou's unique culinary offerings through this event [4] Group 3 - Xiongzhi Food Co., Ltd. has increased its daily production of Dong'an chicken from 1,000 to 3,000 to meet exhibition demands, highlighting the event as a platform for expanding market reach [6] - The company has achieved an annual processing capacity of 1.2 million Dong'an chickens and a revenue exceeding 200 million yuan through a refined supply chain and e-commerce sales model [6] Group 4 - Daoziwei Agricultural Products Trading Co., Ltd. will showcase award-winning products like Daozhou Zha Meat, emphasizing traditional production methods and zero additives to maintain authentic flavors [9] - The company has successfully integrated online and offline marketing strategies, selling over 10,000 tons of unsold agricultural products and achieving annual sales exceeding 10 million yuan [9] Group 5 - The event serves as an efficient platform for showcasing local agricultural products and connecting production with sales, boosting brand awareness and expanding sales channels [10] - The anticipated participation of numerous citizens and tourists will enhance the visibility of Yongzhou's agricultural products and contribute to the development of the regional consumption center [10]

Core Viewpoint - The economic performance of Zaozhuang's Shizhong District shows strong growth indicators, with GDP growth of 6.9% in Q1 and an expected GDP growth of over 6% for the first half of the year, indicating a positive economic trajectory [1][3]. Economic Performance - In Q1, the district's GDP grew by 6.9%, ranking first in the city [3]. - Fixed asset investment increased by 8.0% in the first half of the year [3]. - Retail sales of consumer goods grew by 6.7% in the first half [3]. - The service industry saw a revenue of 30.77 billion yuan, a year-on-year increase of 15.0% [3]. - The revenue from ten industries contributing to GDP reached 19.11 billion yuan, with a year-on-year growth of 33.4% [3]. Industry Structure - The ratio of the three industries in Q1 was 2.2:35.2:62.6, indicating a strong service sector [3]. - The first industry grew by 3.5%, reflecting a favorable agricultural production situation [3]. - The second industry's share increased by 1.2 percentage points compared to 2024, showing positive industrial development [3]. - The third industry is transitioning towards modern services, focusing on cultural creativity and technology services [3]. Consumption and Investment Initiatives - The district is actively promoting new consumption scenarios and launching various consumption-boosting activities [4]. - Policies to encourage the replacement of old consumer goods are being continued, with events for automobiles and home appliances planned [4]. - The district aims to secure 17.67 billion yuan in various policy funds to support economic development and improve living standards [4]. - Key projects include the establishment of a national coal storage base and a new energy storage project, enhancing the district's strategic importance [4].

每周一景： 云南兰坪澜沧江山谷河流村庄风光 点击右上角菜单，收听朗读版 【策略】 中报前瞻：科技与部分周期改善日渐明朗 中报前瞻：总量增长仍旧存在堵点，但新兴科技与部分周期的业绩改善日渐明朗。从总量角度，二季度经济仍处"量增价弱"的格局， 出口与消费改善，投资动力不 足，经济景气的"宽度"未明显扩张。结合截止 7 月 16 日的中报业绩预告披露情况看，当前已披露 1531 家，预喜率为 43.7% ，低于过去三年中报预喜率水平。通过 我们自上而下的估计，全 A/ 全 A 非金融上半年累计利润增速分别为 1.0%/1.2% 。 从结构角度，新旧经济增长加速分化。 中下游改善好于上游，尤其是装备制造等 高技术产业好于消费与上游原料制造。结合中报业绩预告披露情况，科技硬件、资源品与非银业绩增长较快，其中电子 / 有色 / 非银 / 农牧 / 钢铁等行业业绩预告整 体法业绩高增且预喜率居前。二级行业看，小金属与贵金属 / 农化 / 船舶 / 游戏 / 轨交 / 风电 / 半导体 / 养殖业 / 调味品 / 证券等赛道预告增速与预喜率居前。而另一 方面，地产黑色链条与汽车 / 家具等内需耐用品增长相对偏弱。 线索一：传 ...

Core Viewpoint - The report anticipates that convertible bonds with positive performance in Q2 2025 will be concentrated in high-end manufacturing sectors such as communication, electronics, military, automotive parts, transportation equipment, industrial control equipment, energy equipment, and electric power equipment, as well as in non-ferrous and basic chemical industries benefiting from price increases [1]. Group 1: Industry Performance Insights - The profit growth in the non-ferrous metal mining industry is expected to reach 41.7% year-on-year, driven by rising prices and increased production and sales of metals like gold, copper, zinc, and silver [2]. - The railway, shipbuilding, aerospace, and other transportation equipment manufacturing sectors are projected to see a profit increase of 56% year-on-year, benefiting from global shipping recovery and significant orders for LNG carriers and container ships [2]. - The computer, communication, and other electronic equipment manufacturing sectors, along with electrical machinery and general equipment manufacturing, are expected to maintain double-digit profit growth due to high demand for AI hardware, smart terminals, and industrial control equipment [2]. - The agricultural and sideline food processing industry is anticipated to experience a profit growth rate of 38.2%, primarily due to the demand for high-value-added products like prepared dishes and health foods [2]. Group 2: Company-Specific Performance - Among the companies that have disclosed their H1 2025 performance forecasts, 272 companies are expected to achieve a non-net profit growth of over 30% in Q2 2025, mainly in the basic chemicals, electric power equipment and new energy, machinery, electronics, and automotive sectors [3]. - In the basic chemicals sector, companies are expected to benefit from price increases in phosphates, pesticides, and refrigerants [3]. - The electric power equipment and new energy sector's high-performing companies are expected to benefit from increased overseas photovoltaic storage orders, domestic ultra-high voltage and smart grid construction, and rising domestic orders for new energy vehicles and military products [3]. - The machinery sector's growth is driven by high demand for industrial mother machines, semiconductor equipment, energy equipment, shipbuilding, and rail transit equipment [3]. - The electronics sector's growth is attributed to increased investment in AI computing power, accelerated domestic substitution of semiconductor equipment and materials, and growth in consumer electronics and smart terminal shipments [3]. - The automotive sector is expected to see high growth due to increased sales of domestic new energy vehicles and accelerated exports of commercial vehicles and automotive parts [3]. Group 3: Performance Forecast Adjustments - A list of 13 convertible bond targets has been identified, which have seen their average net profit forecasts raised by over 5% in the past three months, with more than three forecasting institutions involved, indicating potential marginal improvements in performance [4].

广发早知道-汇总版 广发期货研究所 商品期货： 有色金属： 铜、氧化铝、铝、铝合金、锌、锡、镍、不锈钢、碳酸锂 黑色金属： 钢材、铁矿石、焦煤、焦炭 农产品： 油脂、粕类、玉米、生猪、白糖、棉花、鸡蛋、花生、红枣、苹果 能源化工： 电 话：020-88818009 E-Mail：zhangxiaozhen@gf.com.cn 目录： 金融衍生品： 金融期货： 股指期货、国债期货 贵金属： 黄金、白银 集运欧线 本报告中所有观点仅供参考，请务必阅读正文之后的免责声明。 原油、PTA、乙二醇、苯乙烯、短纤、尿素、瓶片、烧碱、PVC、LLDPE、 PP 特殊商品： 橡胶、玻璃纯碱、工业硅、多晶硅 2025 年 7 月 17 日星期四 投资咨询业务资格： 证监许可【2011】1292 号 组长联系信息： 张晓珍（投资咨询资格：Z0003135） 电话：020- 88818009 邮箱：zhangxiaozhen@gf.com.cn 刘珂（投资咨询资格：Z0016336） 电话：020-88818026 邮箱：qhliuke@gf.com.cn 叶倩宁（投资咨询资格：Z0016628） 电话：020- 88818017 ...

金十图示：2025年07月17日（周四）新闻联播今日要点（周四） · 上半年我国邮政行业寄递业务量同比增长 16.9% + 国家邮政局是新数据显示 上半年 ^ 四不叫以用取列双加亚小, 上十十, 聊城门业可 递业务量累计完成1045.1亿件,同比增长 16.9%。其中,快递业务量累计完成956.4亿 件,同比增长19.3%。今年以来,我国稳经济促 消费若干举措加快落地,尤其是对消费品以旧换 新政策进行品类扩围,带动了快递市场规模的增 长。今年上半年,我国中西部地区快递业务收入 和业务量持续快速增长,其中,贵州、陕西、宁 夏、新疆等地快递业务量同比增长超35%,西部 地区加速跻身"包邮区"行列。快递企业在西部 地区增设集运中心,邮快合作、快快合作、交邮 合作等多种模式实现进村。 @ JIN10.COM 金十数据 | 聚焦市场热点 进一步落实好两国元首达成的重要共识,不断增 进政治互信,推动双边合作高质量发展,服务各 自现代化事业。 ● 上半年全国农业农村经济运行总体平稳 * 今年,夏粮生产克服局部地区较重旱情影响,实 现稳产丰收,为稳定全年粮食生产奠定了坚实基 础。全国夏粮产量2994.8亿斤,是仅次于去年的 ...

Report Summary 1) Report Industry Investment Rating No relevant information provided. 2) Core Viewpoints - The USDA will release the weekly export sales report on Thursday at 20:30. Analysts predict that US soybean export sales from July 1 - 10, 2025, will net increase by 350,000 - 1,000,000 tons, with 200,000 - 600,000 tons for the 2024/25 season and 150,000 - 400,000 tons for the 2025/26 season. US soybean meal export sales are expected to net increase by 200,000 - 700,000 tons, and US soybean oil export sales are expected to net increase by 0 - 23,000 tons [1]. - The Rosario Grains Exchange in Argentina raised the country's 2024/25 soybean production forecast to 49.5 million tons from the previous 48.5 million tons [1]. - SGS data shows that Malaysia's palm oil exports from July 1 - 15, 2025, decreased by 22.18% compared to the same period last month. SPPOMA data indicates that Malaysia's palm oil production from July 1 - 15, 2025, increased by 17.06% month - on - month, with a 17.95% increase in fresh fruit bunch yield and a 0.17% decrease in oil extraction rate [1]. 3) Summary by Related Catalogs Overnight Market Information - **US Agricultural Product Export Sales Forecast**: US soybean export sales from July 1 - 10, 2025, are expected to net increase by 350,000 - 1,000,000 tons; soybean meal by 200,000 - 700,000 tons; and soybean oil by 0 - 23,000 tons [1]. - **Argentina's Soybean Production Forecast**: The Rosario Grains Exchange raised Argentina's 2024/25 soybean production forecast to 49.5 million tons [1]. - **Malaysia's Palm Oil Data**: Exports from July 1 - 15, 2025, decreased by 22.18% month - on - month, while production increased by 17.06% [1]. Spot Prices - The spot prices of various agricultural products such as soybean meal, rapeseed meal, soybean oil, palm oil, and rapeseed oil in different regions from July 10 - 16, 2025, are presented, showing price fluctuations during this period [2]. Protein Meal Basis No specific content provided. Fat Basis No specific content provided. Oil and Fat Futures Price Spreads No specific content provided.

淀粉：本周，因生产亏损部分企业上调成品淀粉报价。短期看，原料价格表现偏强或在未来一段时间继续支撑成品淀粉价格，但是受到行业库 存偏高压制，淀粉价格反弹幅度预计有限。从中长期视角来看，下游仍然处于淡季消费期，消费提货未有好转迹象，使得产业库存趋缓缓慢， 仍旧制约淀粉价格上行空间，等待利润小幅修复后继续空配远月合约。 白糖 现货价格 基差 进口利润 仓单 日期 柳州 南宁 昆明 柳州基差 泰国 巴西 郑盘 2025/07/10 6130 6050 5895 325 383 566 23040 2025/07/11 6140 6060 5905 330 309 492 22850 2025/07/14 6140 6060 5905 323 386 569 22716 2025/07/15 6130 6060 5905 328 292 475 22602 2025/07/16 6120 6050 5905 312 - - 22289 变化 -10 -10 0 -16 - - -313 【行情分析】： 白糖：国际市场方面，现阶段巴西正处于压榨高峰期，供应压力使得国际糖价承压，下方支撑位看巴西乙醇价格。此前市场已较为充分 ...

注二茬花果情况。操作上，逢高试空交易，注意控制风险。 研究员: 张昕 期货从业资格号F03109641 期货投资咨询从业证书号Z0018457 | 项目类别 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:红枣(日,元/吨) | 10380 | | 15 主力合约持仓量:红枣(日,手) | 135007 | -1689 -56 | | | 期货前20名持仓:净买单量:红枣(日,手) | -18453 | -862 仓单数量:红枣(日,张) | | 8972 | | | | 有效仓单预报:红枣:小计(日,张) 喀什红枣统货价格(日,元/公斤) 0 河北一级灰枣批发价格(日,元/斤) | 1448 | 0 | | | 0 | | 现货市场 | | 6 | | | 4.3 | | | | 阿拉尔红枣统货价格(日,元/公斤) 0 河南一级灰枣批发价格(日,元/斤) | 5.2 | | | 4.35 | 0 | | | 阿克苏红枣统货价格(日,单位:元/公斤) | 4.8 ...