Core Viewpoint - The stock of Zhejiang Dongri has increased by 212.89% since June 16, 2025, significantly outpacing the industry and Shanghai Composite Index, indicating a potential overreaction in market sentiment [1] Company Overview - Zhejiang Dongri's main business includes the operation and management of agricultural and sideline product wholesale markets, fresh food distribution, and related soybean product processing, with no involvement in "brain-computer interface" business [1] - The company's stock price has deviated significantly from its fundamentals, with a price-to-earnings ratio that is much higher than industry benchmarks [1] Market Sentiment - The short-term surge in stock price is viewed as excessive, with the potential for a significant decline due to the lack of major changes in the company's fundamentals [1]

（文章来源：新华财经） 据农业农村部监测，截至8月13日14:00时，全国农产品批发市场猪肉平均价格为20.25元/公斤，较前一 日持平；鸡蛋平均价格为7.51元/公斤，较前一日下降0.4%。 ...

Group 1 - The "Agricultural Products Wholesale Price 200 Index" reached 114.58 on August 13, indicating an increase of 0.19 points from the previous day [1] - The "Vegetable Basket" product wholesale price index was recorded at 114.86, reflecting a rise of 0.23 points compared to yesterday [1] - The average wholesale price of pork in national agricultural product markets stood at 20.25 yuan per kilogram, remaining stable compared to the previous day [1]

Core Viewpoint - Zhejiang Dongri (600113.SH) clarifies that its main business operations do not involve "brain-computer interface" technology, focusing instead on agricultural product wholesale market management, fresh food distribution, and soybean product processing [1] Group 1 - The company operates in the agricultural product wholesale market management sector, which includes market transaction management and leasing services [1] - The company is also engaged in fresh food distribution services [1] - Additionally, the company is involved in the production and processing of soybean products [1]

Core Viewpoint - The company is actively developing a new marketing ecosystem that integrates online and offline channels in its agricultural wholesale business since 2025, with various themed marketing events and significant sales growth [1] Group 1: Marketing Activities - The company has organized a total of 13 themed marketing events, including the "Children's Day Fruit Carnival" and the "First Lychee Festival" [1] - The "Preferred Ingredients Tasting Conference" at Zhougudui has reached its 8th session, attracting approximately 200 new downstream potential customers [1] Group 2: Sales Performance - The Feixi Logistics Park has utilized watermelon as a breakthrough product, achieving a peak daily transaction volume of over 1,600 tons [1] - From January to July 2025, Zhougudui Daxing Market and Feixi Logistics Park hosted 578 live streaming events, selling a total of 560,000 items, with a year-on-year sales increase of 134.52% [1]

Group 1 - The core viewpoint of the article highlights the increase in agricultural product wholesale prices, indicating a rising trend in the market [1] - As of August 12, the "Agricultural Product Wholesale Price 200 Index" reached 114.39, an increase of 0.24 points from the previous day [1] - The "Vegetable Basket" product wholesale price index was reported at 114.63, up by 0.28 points compared to the previous day [1] Group 2 - The average wholesale price of pork across national agricultural product markets was 20.26 yuan per kilogram, reflecting a 0.3% increase from the previous day [1] - The average price of eggs was recorded at 7.54 yuan per kilogram, showing a slight decrease of 0.1% from the previous day [1]

（文章来源：新华财经） 据农业农村部监测，截至8月12日14:00时，全国农产品批发市场猪肉平均价格为20.26元/公斤，较前一 日上升0.3%；鸡蛋平均价格为7.54元/公斤，较前一日下降0.1%。 ...

公司回答表示：2025年以来，公司农批业态积极构建"线上+线下"融合的营销新生态，农批市场组织开 展"六一水果狂欢节"、"首届荔枝节"等特色主题营销活动共13次，其中周谷堆"优选食材品鉴会"已举办 至第8期，累计新增下游意向客户约200人；肥西物流园以西瓜作为突破口，带动车售区商业氛围，单日 交易量最高突破1600吨。同时，农批市场充分发挥场景优势，积极利用"走播"带货模式打开线上新市 场，2025年1-7月，周谷堆大兴市场、肥西物流园共举办578场直播活动，销售商品总计56万件，累计销 售额同比增长高达134.52%。感谢您的关注，谢谢！责任编辑：栎树 金融界8月12日消息，有投资者在互动平台向合百集团提问：《促进农产品消费实施方案》中提出加强 消费市场研究，提升营销技术、模式、业态和场景创新能力。今年以来，公司是否在农批业态的营销创 新方面下功夫？？ ...

Core Insights - The New Fa Di 2025 Second Ingredient Procurement and Distribution Conference introduced a digital procurement platform aimed at enhancing food safety and centralized purchasing for schools in Fengtai District [1][2] - The platform has already onboarded 12 schools and aims to streamline the supply chain through centralized procurement and distribution, improving efficiency and reducing costs [1][2] Group 1: Platform Functionality - The centralized procurement and distribution model optimizes supply chain management, leading to cost reductions and improved efficiency [1] - The platform integrates procurement, distribution, testing, and financial resources digitally, ensuring traceability and efficient order aggregation [1] - Currently, 155 distributors and over 80 procurement units are operational on the platform, which is projected to enhance procurement efficiency by over 40% and reduce costs by more than 15% [1] Group 2: Expansion and Future Plans - The Fengtai District's food ingredient procurement platform was officially launched, with several schools and medical institutions signing up to ensure food safety in education and healthcare [2] - The New Fa Di vegetable trading building is undergoing pre-leasing, with plans for a comprehensive upgrade to support food industry operations, including trading, centralized procurement, and processing, expected to be completed by 2026 [2]

Group 1 - The national edible agricultural product market price decreased by 0.2% from the previous week [1] - Average wholesale prices of six types of fruits slightly declined, with watermelon, grapes, and citrus dropping by 2.1%, 2.0%, and 1.1% respectively [1] - Wholesale prices of aquatic products mainly decreased, with crucian carp, silver carp, and grass carp falling by 0.8%, 0.4%, and 0.3% respectively [1] Group 2 - Meat wholesale prices showed slight fluctuations, with pork priced at 20.36 yuan per kilogram, down by 0.8%, while beef and lamb increased by 0.5% and 0.1% respectively [2] - Grain and oil wholesale prices remained stable, with peanut oil and rice unchanged from the previous week, while rapeseed oil and flour decreased by 0.2%, and soybean oil increased by 0.1% [2] - Average wholesale prices of 30 types of vegetables rose by 0.2% to 4.09 yuan per kilogram, with cauliflower, spinach, and Chinese cabbage increasing by 8.2%, 7.2%, and 6.1% respectively [2] - Poultry product wholesale prices saw slight increases, with eggs and broiler chickens rising by 0.5% and 0.3% respectively [2]