7月18日，"世界美食之都"佛山顺德迎来第三届中国国际（佛山）预制菜产业大会的盛装启幕。在广东省第十一批援藏工作队墨脱县工作组倾力推动下，墨 脱县再次登上这一国际性产业舞台，携高原珍宝向广阔市场迈出坚实步伐。 0:00 / 0:57 大会现场，"西藏墨脱"专馆如同一扇打开的窗，让墨脱红茶、单丛茶、山药面、石锅、白肉灵芝等凝聚高原精华的农特产品，集中亮相于大湾区采购商与消 费者眼前。这些源自"世界生物基因宝库"——墨脱的纯净物产，以其天然无污染的独特品质引发关注。 此次大会不仅为墨脱企业提供了宝贵的学习交流与产品展示平台，更打开了市场视野，为产业升级注入新动力。墨脱县将以参会为契机，强化企业服务保 障，推动农业持续健康发展。当佛山遇见墨脱，跨越山海的对口帮扶之手，正将雪域高原的纯净珍品引向世界餐桌。墨脱农产跨越喜马拉雅的旅程，在佛山 搭建的舞台上，已然奏响融入全球市场的美妙序曲。 撰文：林俊鹏 黄锦成 "世界只有一个墨脱，而墨脱拥有整个世界。"广东省第十一批援藏工作队墨脱县工作组副组长何满初在推介墨脱茶叶与白肉灵芝等珍品时如此概括。他特别 强调墨脱作为生态保护区的天然优势，产品完全无农药残留，品质卓然。他表示， ...

Core Viewpoint - Linyi is actively promoting its strengths and strategic positioning in the global supply chain through a series of investment attraction events and participation in the China International Supply Chain Promotion Expo, showcasing its robust economic and logistical capabilities [1][3][11] Group 1: Economic and Logistical Strengths - Linyi has a population of 12 million and an area of 17,200 square kilometers, with a trade logistics scale reaching trillions, establishing trade networks with 216 countries and regions [1] - The city has an economic volume of 655.6 billion yuan, highlighting its significant market potential and logistical infrastructure [1] - Linyi is home to 4,903 industrial enterprises with a total output value of 868.8 billion yuan, focusing on 13 key industrial chains including high-end engineering equipment and new energy [4][6] Group 2: Strategic Initiatives and Collaborations - The city is leveraging a unique "full-domain investigation - precise selection - demand matching" exhibition mechanism to enhance its participation in the supply chain [4] - Linyi's government and enterprises are collaborating closely to expand their global market presence, with initiatives like the "2025 Linyi Mall Transformation and Upgrade Support Policy" allocating 80 million yuan for various support measures [6][7] - The city has facilitated 705 enterprises to participate in international exhibitions across 22 countries in the first five months of the year, establishing 59 overseas malls and warehouses [7] Group 3: Industry Upgrades and Innovations - Linyi is transitioning from traditional manufacturing to precision manufacturing, with companies like YaoLing Times showcasing innovative technologies in the renewable energy sector [4] - The agricultural sector is also making strides, with Linyi's agricultural enterprises engaging with global industry leaders to enhance their supply chain capabilities [9][10] - The Linyi Mall Holding Group is exploring partnerships in international logistics, foreign trade, and digital platform development to drive its supply chain digitalization and internationalization [10] Group 4: Future Outlook and Goals - Linyi aims to enhance its international visibility and influence through the Supply Chain Promotion Expo, contributing to a replicable trade promotion model for industry upgrades [11] - The city is committed to deepening cooperation with international partners, leveraging its industrial strengths to build a comprehensive supply chain system that connects Linyi products and services globally [11]

Core Insights - The A-share market is entering a critical period for the disclosure of mid-year reports, with investors focusing on the operating performance of listed companies in the first half of 2025 to identify new investment opportunities [1][2] - As of July 18, 2025, 26 companies have released their performance reports, showing a mixed overall trend with 17 companies reporting year-on-year revenue growth and 14 companies showing an increase in net profit attributable to shareholders [1][4] Company Performance - Suqian Agricultural Development (苏垦农发) reported a revenue of 4.588 billion yuan, a decline of 9.26% year-on-year, and a net profit of 213 million yuan, down 27.72% [2] - Great Wall Motors (长城汽车) achieved a revenue of 92.367 billion yuan, a slight increase of 1.03%, but its net profit fell by 10.21% to 6.337 billion yuan [2] - Sumec Corporation (苏美达) reported a revenue of 55.101 billion yuan, down 1.52%, while its net profit increased by 12.62% to 646 million yuan [3] - Hangzhou Bank (杭州银行) achieved a revenue of 20.093 billion yuan, up 3.89%, and a net profit of 11.662 billion yuan, up 16.67% [3] - Star Power (明星电力) reported a revenue of 1.524 billion yuan, a growth of 13.70%, but its net profit decreased by 13.44% to 73.415 million yuan [3] Notable Performers - China Merchants Energy (中远海特) had the highest revenue growth among the 26 companies, with a revenue of approximately 10.775 billion yuan, up 44.05% year-on-year [4] - Beiding Co., Ltd. (北鼎股份) reported a net profit of 55.828 million yuan, a significant increase of 74.92% [5] - Tian De Yu (天德钰) reported a net profit of 152 million yuan, up 50.89% [6] - Siyuan Electric (思源电气) achieved a net profit of 1.293 billion yuan, an increase of 45.71% [6] - Huazheng Securities (华安证券) reported a net profit of 1.035 billion yuan, up 44.94% [6] Market Outlook - Over 1,500 companies in the A-share market have released performance forecasts for the first half of 2025, with nearly 700 companies expecting positive results [7] - Among these, 239 companies anticipate a doubling of their performance, and 26 companies expect growth exceeding tenfold [7] - Notable companies with exceptional performance expectations include Huayin Power (华银电力), Xian Da Co., Ltd. (先达股份), and Northern Rare Earth (北方稀土), with projected net profit increases of over 20 times [7] Investment Considerations - Investors are advised to consider not only financial metrics such as net profit, gross margin, and operating cash flow but also factors like R&D investment, market share, and industry position when evaluating mid-term performance [8]

Core Viewpoint - The 2025 Huaiyuan County Summer Cultural and Technology Market aims to enhance cultural and technological experiences for citizens and tourists, promoting a vibrant summer consumption atmosphere [1][4]. Group 1: Event Overview - The event features a variety of performances including non-heritage shows, national trend performances, instrumental music, and technology magic shows, creating a lively atmosphere for attendees [2]. - Extended opening hours for cultural and technology venues allow for increased engagement and enjoyment among visitors [2]. Group 2: Community Engagement - Local citizens express positive feedback about the event, highlighting the diverse programs and the opportunity to experience local culture and heritage [3]. - The non-heritage market showcases various traditional crafts and foods, enhancing public awareness and appreciation of local cultural heritage [3]. Group 3: Economic Impact - The market includes 96 exhibitors from various sectors such as digital appliances, non-heritage projects, daily necessities, and agricultural products, stimulating local economic growth [3]. - The integration of cultural, commercial, and tourism elements aims to create a comprehensive summer experience, contributing to the revitalization of Huaiyuan's cultural tourism consumption [4].

出口方面，上半年，广西机电、劳密产品分别出口1391.3亿元、380.7亿元，分别增长29.4%、 4.5%，合计占同期广西出口总值的75.5%；其中，锂电池、服装及衣着附件、汽车、平板显示模组分别 增长184.9%、18.1%、30.4%、41.4%。进口方面，进口大宗商品902.3亿元，增长2.4%，占同期广西进 口总值的59.2%。其中，铜精矿进口量价齐升，带动金属矿砂进口605.7亿元，增长19.8%。 上半年，广西生产型企业进出口表现亮眼，进出口1299.4亿元，增长16.5%，高于整体外贸增速3.5 个百分点。其中有色金属、装备制造、造纸、农副食品加工、木材加工等行业进出口增速超过20%。生 产型企业出口、进口双增长，增速分别达到25.6%、11.7%，较今年一季度增速分别加快9.3个、6.6个百 分点，生产型企业应对风险挑战能力增强。（田希霞 程超颖） 从贸易伙伴看，上半年，广西对东盟进出口2060.8亿元，增长11.9%，占同期广西外贸总值的 53.2%。其中对越南进出口1498.8亿元，增长4.3%。同期，广西对拉美、非洲、中东、欧盟分别进出口 546.5亿元、241亿元、235.8亿元、1 ...

钢税砸向中国！加拿大菜籽订单却运往澳洲，美国为何独得豁免？ 加拿大总理卡尼自以为打出一张制衡中美的好牌，却不料一招踏空满盘皆输。当美国特朗普政府以钢铁出口配额将加拿大逼入墙角，卡尼调转枪口瞄准了中 国——25%的钢铁关税如利剑出鞘，偏偏为美国钢铁悄然留了后门。 澳大利亚油菜籽五年冷冻期突告终结！十五万吨尝鲜协议落地，三年三百万吨订单白纸黑字。中国无声一推，当年加拿大最倚重的金饭碗，稳稳递入澳大利 亚手中。 西部草原三省炸开了锅。曼尼托巴老农斯通面对镜头字字泣血："春种已下地，土都犁开了！现在告诉人家不要了？"每英亩亏损一百加元，上半年十五亿损 失已成定局。而澳大利亚田野里，金黄的油菜花随风摇曳，拖拉机轰鸣着奔向丰收。一场静默的换主，让两个农业国命运天壤之别。 钢税公告墨迹未干，中国反手一击却令举国哗然。 卡尼的"护国钢税"，反噬得比预想更快。 安大略建材商对着镜头叫苦不迭："材料一涨，丁点利润全蒸发了！"中型制造商连夜南逃墨西哥，只为死里求生。所谓"保就业"沦为笑谈，订单早已消失无 踪。 更尴尬的是盟友拆台。德国法国冷眼旁观，英国直戳要害："自家头疼事，扯什么国际大义？"本想借外部矛盾转移民众对通胀房价的怒火 ...

新华社长春7月19日电 题："盖被"、科创、延链——探寻"黑土粮仓"的增收密码 新华社记者薛钦峰、唐斓、曹鹏远 松辽平原腹地，地处"世界黄金玉米带"。日前，"活力中国调研行"记者们深入这里的吉林梨树、公主岭 等全国产粮大县，走进田间地头、科创中心、加工企业，从黑土地保护到农业科技应用，再到玉米产业 链延伸，探寻"黑土粮仓"的增收密码和保障国家粮食安全的底气。 在位于梨树县的国家百万亩绿色食品原料（玉米）标准化生产基地，玉米地里土壤松松软软，厚厚的秸 秆铺在地上，像是给大地盖上了一层被子。 梨树县农技推广总站站长王贵满捧起混杂着碎秸秆的黑土说，这是保护性耕作方式。经过近20年的研究 和推广，这项技术对减少黑土风蚀水蚀、增加土壤有机质、稳定粮食产量起到良好效果。 黑土地是"耕地中的大熊猫"。一段时间以来，因长期高强度利用，黑土地面临土壤板结、耕层变薄、水 土流失、有机质下降…… 多年来，梨树县与中国农业大学、中国科学院等科研单位合作，探索总结出保护性耕作的"梨树模式"， 推广面积从最初的225亩，逐步覆盖东北适宜地区近1亿亩耕地。 如今，"梨树模式"的应用和发展一直在迭代升级。在梨树县泉眼沟村，宏旺农机农民专业合 ...

Core Viewpoint - The price of Acetochlor has significantly increased this year, primarily due to supply constraints caused by the production halt at Ningxia Yifan Biological [2][5] Group 1: Price Trends - Acetochlor prices rose from approximately 75,000 yuan/ton at the beginning of the year to a peak of around 147,000 yuan/ton, nearly doubling [2] - Prior to the recent price surge, Acetochlor reached a historical high of 220,000 yuan/ton in 2022, then fell to 65,000 yuan/ton in 2023, with an average price drop of over 40% compared to 2022 [6] - As of July 18, 2025, Acetochlor prices have slightly decreased to around 130,000 yuan/ton due to new production capacity coming online [7] Group 2: Supply and Demand Dynamics - The supply tightness in the Acetochlor market is attributed to the production stoppage at Ningxia Yifan Biological, which has led to a supply-demand imbalance [3][5] - The domestic production capacity for Acetochlor is approximately 46,000 tons/year, with Ningxia Yifan Biological holding a significant share [3] - The demand for Acetochlor remains stable, particularly during the export peak season from April to August, with major markets including Argentina, Brazil, and the United States [5] Group 3: Company Performance - Xinda Co., Ltd. has projected a net profit increase of 2,443.43% to 2,834.73% for the first half of 2025, driven by the rising Acetochlor prices [2][6] - The company's stock has surged over 140% year-to-date, reflecting investor confidence amid the supply constraints [7] - In the first quarter of 2025, Xinda Co., Ltd. reported a revenue of 543 million yuan, a year-on-year increase of 10.78%, and a net profit of 21.69 million yuan, up 257.63% [6]

Core Viewpoint - The current A-share market is likely to maintain a strong oscillating trend, similar to the second half of 2014, driven by liquidity and policy easing factors [1][2][3] Group 1: Market Trends - The A-share market in the second half of 2014 and from April to July 2020 was primarily driven by liquidity and policy easing, with a weak economic backdrop but rising stock indices [2] - The current market is expected to continue a structural slow bull trend, with short-term oscillations leaning towards strength [3] - Economic recovery remains weak, with pressures on exports and a potential decline in real estate investment, while corporate earnings are showing signs of recovery [3] Group 2: Sector Performance - In the current environment, sectors such as media, building materials, agriculture, computer, and home appliances are showing superior mid-year profit growth [1] - Growth sectors like media, automotive, pharmaceuticals, power equipment, and new energy, along with blue-chip sectors such as agriculture, non-bank financials, food and beverage, and home appliances, are considered to have high cost-performance ratios [1][3] Group 3: Investment Strategy - Short-term investment strategy suggests a balanced allocation between technology growth and undervalued blue-chip stocks, focusing on sectors with upward policy and industry trends [1][3] - In July and August, the market style is expected to be balanced, with growth potentially outperforming value in August due to economic recovery trends and continued liquidity [4]

美国还想要中国放开稀土出口。要中国多买它的农产品、石油、波音飞机。这些事，都是中美合作的抓手。特朗普有求于人。他巴不得早点来华，把事谈 成。 可就在这个时候，美国商务部突然出手。说中国石墨出口存在"不公平补贴"，要加税。石墨是电动车电池的关键原料。 美国突然对中国进口的阳极级石墨加征93.5%的初步反倾销税。加上原有税率，实际关税可能高达160%。这事一出，很多人懵了。 中美最近互动频繁。瑞士谈，伦敦谈，谈出了点眉目。有消息称，中国可能向特朗普发出访华邀请。阅兵场面大，排面足，特朗普喜欢这种调调。 他若真来，对中美关系是个信号。但偏偏在这个时候，美国突然动手，加税加得狠。 这不是打脸吗？一边说要谈，一边突然抡起关税大棒。谁也没想到。美国到底想干啥？ 美国经济面临压力。它需要中国。中国是世界第二大经济体，市场大，资本足。特朗普想拉中国企业去美国投资。他甚至准备带一个庞大的企业代表团过 来。谈生意，搞合作，求发展。 如果特朗普真想来华看阅兵，那就得拿出点真本事。别搞这些小动作。中美要谈，就得谈得下去。别今天一个样，明天又一个样。出尔反尔，没人愿意陪你 玩。 也有人觉得，美国就是想"雁过拔毛"。中国出口量大，美国财 ...