Core Viewpoint - Hainan Province has 122 enterprises approved for processing and value-added, covering various industries and contributing to the economic development of the Hainan Free Trade Port [1] Industry Overview - The processing and value-added enterprises have expanded from initial sectors like grain and oil, jade, and meat to include pharmaceuticals, jewelry, and petrochemicals, showcasing a diversified industrial landscape [1] - The tax exemption policy for processing and value-added activities is a key tax policy under the Hainan Free Trade Port's strategy of "one line open, one line controlled," driving industry expansion, structural optimization, and job growth [1] Economic Impact - According to Haikou Customs, the value of domestic sales under the processing and value-added tax exemption policy reached 10.03 billion yuan, resulting in a tax reduction of approximately 840 million yuan [1] - This policy is becoming an important engine for the high-quality economic development of the Hainan Free Trade Port [1]

Group 1 - The core viewpoint of the news is that Yihai Kerry Group's brand, Jinlongyu, has maintained its leading position in the edible oil market for fifteen consecutive years, achieving a score of 698.5 in the 2025 China Brand Power Index (C-BPI) [1][2] - Jinlongyu also ranked first in the flour and rice categories, showcasing the company's strong positioning across the entire grain and oil industry chain [1] - The report highlights the strong brand matrix of Yihai Kerry Group, with its sub-brands, Hu Jihua and Xiang Manyuan, also performing well in the edible oil category, indicating a synergistic effect within the brand portfolio [1] Group 2 - Yihai Kerry Group ranked 32nd in the 2025 China Listed Companies Brand Value List, with a brand value of 153.608 billion yuan, reflecting its strong brand influence [2] - The company has successfully maintained its leadership in the edible oil sector while making new breakthroughs in the flour and rice markets through brand focus and product innovation [2] - The resilience of the brand and diversified layout is expected to create greater market opportunities for the company amid the trend of consumer upgrades [2]

Core Viewpoint - Rizhao City is accelerating the promotion of new industrialization and developing new quality productivity, focusing on traditional industry upgrades and emerging industries [3] Group 1: Industrial Economic Performance - In the first four months of the year, the city's industrial added value increased by 8.4%, surpassing the provincial average by 0.3 percentage points, ranking 7th in the province [3] - Industrial investment grew by 38.4% year-on-year, exceeding the provincial growth rate of 19.5%, ranking 2nd in the province [3] - Industrial technological transformation investment increased by 16.5%, outpacing the provincial growth of 6.6%, ranking 6th in the province [3] - The industrial electricity consumption increased by 6.74% year-on-year, ranking 5th in the province [3] Group 2: Innovation and Technology - The city is enhancing the role of enterprises in technological innovation, with 17 provincial-level quality benchmark enterprises and 21 technological innovation demonstration enterprises [4] - The establishment of the Transparent Film Material Manufacturing Innovation Center has been recognized as a provincial manufacturing innovation center [4] - The city has implemented over 100 technological innovation projects annually, cultivating 65 new products categorized as "first sets" [4] Group 3: Industrial Structure Optimization - The city is promoting the transformation and upgrading of traditional industries, with financial institutions providing credit for technological transformation projects [4] - The Lianshan District's advanced steel and supporting characteristic industrial cluster has been recognized as a provincial-level characteristic industrial cluster [4] - Multiple national and provincial-level green parks and factories are being established to enhance environmental protection efforts [4] Group 4: Digital Transformation - The city has created five provincial-level "Industrial Brain" pilot projects and is fostering several specialized digital parks, ranking 5th in the province for digital industry concentration [4] - The city has initiated the "Data Management Standard Promotion Action," with 74 enterprises meeting the DCMM standard, ranking 5th in the province [4] Group 5: Industrial Ecosystem Development - The city is building a quality enterprise cultivation system, promoting the development of innovative and specialized enterprises [5] - The implementation of the "Chain Leader System" in key industrial chains is underway, fostering a collaborative community [5] - The city aims to focus on high-end, intelligent, green, and cluster-oriented development in advanced manufacturing [5] Group 6: Future Initiatives - The city plans to enhance industrial stability and quality by strengthening operational monitoring and supporting key enterprises [6] - There are plans to optimize the industrial structure by promoting the transformation of traditional industries and developing emerging sectors [6] - The city aims to increase the digital transformation coverage of large-scale industrial enterprises beyond the provincial average [6]

Core Points - The 2025 Hong Kong-Macao Shandong Week officially opened on May 20 in Hong Kong, featuring a promotional event for the "Qilu Grain and Oil" brand on May 21, aimed at enhancing cooperation and high-quality development across multiple fields [1][3] - The event was organized by the Shandong Provincial Grain and Material Reserve Bureau, supported by the Hong Kong Trade Development Council, and attended by over 50 entrepreneurs from various sectors in Hong Kong, as well as representatives from Shandong's grain and reserve departments [1][3] Group 1 - Shandong has maintained a grain production of over 110 billion jin for four consecutive years, with a grain circulation volume exceeding 160 million tons annually, and the grain industry’s total economic output surpassing 500 billion yuan for three years [3] - The "Qilu Grain and Oil" public brand has led to advancements in industry development, technological innovation, and brand building within Shandong's grain sector [3] - The collaboration with the Hong Kong Trade Development Council has facilitated Shandong grain enterprises in establishing extensive connections with global clients, expanding overseas markets [3] Group 2 - The Hong Kong Trade Development Council has established a "Qilu Grain and Oil" section on its procurement platform since 2020, achieving positive results in global recruitment through various events [5] - Hong Kong is positioned to enhance the development of "Qilu Grain and Oil" by leveraging its role as an international trade and investment hub, providing support in international exhibitions, technology research, and financing [5] - The Hong Kong Shandong Association aims to promote Shandong culture and products, facilitating economic and educational exchanges between Hong Kong and Shandong [5] Group 3 - Shandong's agricultural strengths and Hong Kong's status as an international financial center present significant opportunities for cooperation in the grain circulation sector [6] - The Hong Kong Food Council welcomes high-quality grain and oil products from Shandong, aiming to enhance the connection and assist in overcoming product regulation and logistics challenges [8] - During the promotional event, Shandong enterprises showcased their products, leading to the signing of cooperation agreements with a total intended cooperation amount of 70 million yuan [10][12]

Development Goals - The livestock industry aims to increase the total output value of the entire industry chain by 269 billion yuan within 3-5 years, reaching a new milestone of 1 trillion yuan [5][12] - The grain and oil industry targets a total grain output of over 73 billion jin by 2027, with a comprehensive output value exceeding 500 billion yuan [5] - The vegetable industry aims for a stable production of around 57 million tons by 2027, with a comprehensive output value surpassing 400 billion yuan [5] - The fruit industry plans to stabilize the total area at 13.3 million mu, achieving a total output of 15.43 million tons and a comprehensive output value of 254 billion yuan by 2027 [5] - The tea industry aims for a stable planting area of 5.9 million mu, with a gross tea output value of 45 billion yuan and a comprehensive output value of 130 billion yuan by 2027 [5] - The silkworm industry targets a stable mulberry garden area of 2.3 million mu, producing 110,000 tons of silkworm cocoons, with a comprehensive output value of 100 billion yuan [5] - The fishery industry aims for a total aquatic product output of 2.13 million tons and a comprehensive output value of 149 billion yuan by 2027 [5] - The food and medicine industry aims for a comprehensive output value of over 100 billion yuan for medicinal materials by 2027 [5] Current Situation - The current agricultural industry in Sichuan is characterized by a loose "circle" and a weak "chain," with many products still in the "raw material" selling stage [9][10] - Despite being a leading producer of various agricultural products, Sichuan's tea industry faces challenges, with over 70% of tea sold in raw or semi-processed forms [9][10] - The Sichuan tea industry has seen significant growth, with the total output value surpassing 100 billion yuan for the first time in 2021 [9] Planning - The "Thousand Billion Level Advantageous Characteristic Agriculture Industry Circle Strengthening Chain Cultivation Plan" outlines the overall strategy, development goals, regional layout, key tasks, and support measures for Sichuan's agricultural industry [6][11] - The plan emphasizes the importance of production, processing, branding, and service across the entire industry chain to enhance capacity and output value [11] - Specific targets are set for different agricultural sectors, with a focus on leveraging local climatic and geographical conditions for differentiated regional development [12] Key Focus - The plan highlights the role of enterprises as the main players in the "circle" and "chain," emphasizing the importance of chain-leading and chain-associated enterprises [13][14] - The plan encourages the establishment of agricultural industrialization unions to enhance collaboration among enterprises, cooperatives, and large-scale farmers [13] - Key projects will be implemented to strengthen the industry chain, with a focus on digital platforms covering the entire production process from breeding to consumption [14]

代工业务受制于人，但放弃前者、专注于自己的品牌也并非易 事。 作者：阿茹汗 郑明珠 封图：CFP 一家年销售额不到百亿元的乳制品企业陷入了两难： 面对渠道商的代工订单，接还是不接？ 纷沓而至的代工需求，虽能解决奶源过剩的烦恼，可一旦做了渠道定制的自有品牌，就意味着各项 成本要一览无余地展现给渠道商，并面临对方的"极致压价"，下一步更是要在超市货架上与这些自 有品牌展开正面竞争。 这家不愿具名的乳制品企业位于华东地区。当谈及今年的市场时，市场部负责人语气中透露着无 奈，"渠道定制越来越多，越是大的渠道，越要做定制，这对品牌商来说压力很大，而且会弱化我 们自己的品牌"。 当手握货架资源、流量入口的渠道商们纷纷下场做自有品牌时，品牌商们已经嗅到了危机，这家乳 企不过是众品牌商遭遇的缩影。 凯度消费者指数的数据显示，2024年上半年，在其监测的百余个快消品品类中，零售企业自有品 牌的整体销售额增速为40%，远高于整体快消品2%的销售额增速。此外，在17个品类中，山姆自 有品牌Member's Mark的市场份额已超过0.5%。 盒马们的比价 国内一家头部粮油企业目前与永辉、胖东来、山姆等多个渠道都有代工合作。 面对渠 ...

Group 1 - A dairy company with annual sales of less than 10 billion yuan faces a dilemma regarding whether to accept private label orders from channel partners, which could alleviate excess milk supply but also lead to intense price competition and brand dilution [1][10] - The Kantar Consumer Index indicates that in the first half of 2024, the overall sales growth of private label products in monitored fast-moving consumer goods categories is 40%, significantly higher than the 2% growth of overall fast-moving consumer goods [1] - The trend of channel partners launching private label products is causing brand manufacturers to feel threatened, as they must compete directly with these private labels on supermarket shelves [1][14] Group 2 - A leading grain and oil company has adopted an open mindset towards the trend of channel partners launching private labels, acknowledging that if they do not participate, others will [2] - The company has decided to engage in contract manufacturing for channel partners, aiming to maximize profits despite the pressure to lower prices from these partners [3][11] - Contract manufacturing often results in lower profit margins, with some products yielding profits that are only half of those from self-branded products [5][11] Group 3 - The transparency required by channel partners during the bidding process for private label products puts significant pressure on manufacturers, as they must disclose all cost details [6][8] - The shift towards private labels has led to increased competition, with channel partners leveraging their pricing power to negotiate lower costs from manufacturers [9][12] - The dairy company’s market representative noted that the demand from channels includes both straightforward orders and specific product requirements, which can increase supply chain costs if not met [13] Group 4 - The emergence of private labels in traditionally branded categories, such as dairy, indicates a shift in strategy by channel partners, who are now competing in higher brand equity segments [14][15] - The collaboration between channel partners and manufacturers is evolving, with some partners seeking to create unique products rather than simply relying on low-cost options [16] - The competitive landscape is forcing manufacturers to consider high-end positioning for their own brands to differentiate from private labels, which often dominate shelf space [16][17]

Core Viewpoint - The collaboration between Yihai Kerry's Jinlongyu brand and the agricultural reality show "Zhongdi Ba" reflects a deep consideration of modern agriculture, focusing on the entire supply chain from farm to table, addressing food security, and reconstructing brand value under the rural revitalization strategy [1][5][19] Group 1: Cross-industry Collaboration - The partnership with "Zhongdi Ba" has transformed from a marginal concept to a phenomenon, achieving significant popularity and recognition in the variety show market [3] - Jinlongyu's early sponsorship decision was controversial, as it was perceived that the audience demographics of the show did not align with the traditional customer base of the brand [3][5] Group 2: Value Creation and Brand Strategy - Jinlongyu's strategy emphasizes value resonance over mere traffic conversion, aiming to connect with young audiences through shared values and commitment to agricultural revitalization [5][11] - The brand's involvement in the show includes not just sponsorship but also deep participation in content design, transforming technical knowledge into relatable narratives for consumers [9][11] Group 3: Technological Innovation in Agriculture - Jinlongyu's "6-step fresh rice precision control technology" represents a significant advancement in agricultural practices, ensuring quality and reducing waste [16][18] - The technology includes processes such as timely harvesting, low-temperature storage, and scientific cooking methods, enhancing the overall quality and sustainability of rice production [16][18] Group 4: Commitment to Food Security - The brand's initiatives align with national strategies for food security, focusing on reducing losses and enhancing the quality of agricultural products [14][18] - By adopting innovative practices, Jinlongyu aims to minimize losses during harvesting, potentially saving significant amounts of rice that could feed millions [18] Group 5: Rural Revitalization and Farmer Welfare - Jinlongyu's "order agriculture" model enhances grain production and quality while motivating farmers through better pricing and technical support [19] - The company is also focused on digital transformation to drive efficiency and innovation in the agricultural sector, ensuring a sustainable future for both the industry and the farmers [19]

Group 1: National Food Security Strategy - The core viewpoint emphasizes the importance of food security in China, highlighting the government's commitment to self-sufficiency in grain production and the implementation of strict land protection policies [1] - In 2024, China's grain production is projected to reach 1.4 trillion jin, significantly exceeding the international food security benchmark of 400 kg per capita [1] Group 2: Technological Innovations in Food Production - Yihai Kerry Golden Dragon Fish has introduced a "6-step fresh rice precision control technology" aimed at reducing food loss during the harvesting process, ensuring quality and minimizing waste [3][5] - The "fresh cutting" method, which involves harvesting rice at 90% maturity, can potentially reduce field losses by approximately 5%, equating to a loss reduction of about 2.35 million tons, enough to feed 21 million people for a year [5] Group 3: Sustainable Practices and Agricultural Modernization - The company is focused on maximizing the value of agricultural products through modern agricultural technology, ensuring that every grain of rice, soybean, wheat, and corn is fully utilized [10] - By-products from rice processing, such as rice bran and husks, are being repurposed into high-value products like rice oil and activated carbon, showcasing the company's commitment to sustainable practices [10] Group 4: Community Engagement and Agricultural Awareness - Yihai Kerry Golden Dragon Fish sponsors the agricultural reality show "Let's Farm," aiming to raise awareness about agriculture and respect for food among the public, particularly younger audiences [7] - The company's "contract farming" model enhances farmers' motivation to grow crops and increases overall grain production, contributing to rural revitalization [11]

Core Viewpoint - Yihai Kerry Golden Dragon Fish Food Group launched a spring farming ceremony to promote its "6-step fresh rice" concept, emphasizing the importance of agricultural culture and modern management practices [1][2] Group 1: Event Overview - The spring farming ceremony took place in Hangzhou, Zhejiang Province, featuring participation from celebrities, industry experts, and consumer representatives [1] - The event aimed to provide an immersive experience to convey the idea that "fresh rice starts from the source" [1] Group 2: Company Commitment - The chairman and general manager of Yihai Kerry expressed a long-term commitment to supporting young people in agriculture, highlighting the importance of respecting the land and revitalizing new agriculture [1] - The company has been collaborating with the "Let's Farm" program for three consecutive years, fostering a connection with younger generations who appreciate nature and innovation [1] Group 3: Technological Innovation - The "6-step fresh rice precision control technology" includes six key processes: fresh cutting, fresh harvesting, fresh storage, fresh milling, fresh packaging, and fresh consumption, ensuring the quality and freshness of rice throughout the supply chain [1][2] - The first step, "fresh cutting," is crucial for maximizing yield and taste while minimizing losses during harvesting, aligning with national policies on reducing food waste [1]