近日，济南易通城市建设集团股份有限公司的"城市大管家"服务品牌入选山东品牌价值力优秀案例。易 通城建集团作为新三板创新层企业，近年来，服务城市建设，打造城市服务标杆，不断为社会发展贡献 卓越力量。其以"城市大管家"的企业发展定位和目标，树立起集投资、建设和运营全过程于一体的城市 综合运营服务商的国企形象，在基础设施建设与维护、园林景观绿化、城市服务、花卉培育与贸易、新 材料研发与销售五大业务迭代升级，承建了大量民生项目，企业综合实力得到广泛认可。 城市卫士织密智能服务网 易通城服服务区域形象品质持续改善 1085.7万平方米的道路保洁面积，1000余辆（台）各类专业化机械设备，2000余人的专业化服务团队， 全市首个智慧化管理平台全天候值守……从"一把扫帚"到"机械化"再到开启"智慧化"时代，保洁水平 由"干净"向"干净无土"再向"智慧"化管理模式……引入竞争机制使管理模式迭代升级，从而有效控成本 增效率，在济南市历下区环卫作业全面市场化改革的大背景下，易通城服通过"智慧"体系建设，用数字 赋能，依托物联网、大数据、云计算等新一代信息技术，整合车辆、人员、管理等核心业务数据，构建 起综合智慧环卫运营体系，提升 ...

此外，文件还明确了可视同服务基层工作经历的几种情况，包括完成政府指令性援外、援藏、援 疆、援青、对口支援帮扶、巡回医疗、突发事件紧急医学救援、突发公共卫生事件应急救援、规模性传 染病疫情防控等工作任务，在急救中心（站）和急救网络医院从事院前医疗急救工作等。 对于省级、市级医疗卫生机构执业医师下沉服务机构范围，此次我省也给予明确，具体分为基层医 疗卫生机构和县（区）级医疗卫生机构两大类，且公立医疗卫生机构执业医师仅限选派到公立医疗卫生 机构服务。其中，基层医疗卫生机构包括乡镇（街道）卫生院、社区卫生（健康）服务中心（站）、村 卫生室（站）、医务室、门诊部、诊所等，须具有独立的医疗机构执业许可证和法定代表人，且不属于 医疗卫生机构的内设机构。县（区）级医疗卫生机构是指由县（区）卫生健康行政部门管理或按县 （区）级管理的医院、专业公共卫生机构，其名称包含"××县（区）"的机构，《医疗机构执业许可 证》发证单位为县（区）卫生健康行政部门或县（区）行政审批部门的医疗卫生机构，以及由市级卫生 健康行政部门或市级行政审批部门审批的二级以下社会办医疗机构。 关于执业医师服务基层时间和方式，我省明确，累计不少于1年（240个工 ...

Core Viewpoint - The article highlights the ongoing medical assistance program from Guangzhou to Shufu County, focusing on a recent training initiative aimed at enhancing the skills of local healthcare workers through expert-led teaching and practical guidance [4][25]. Group 1: Training Initiative - A team of six medical experts from Guangzhou conducted a week-long training program in Shufu County, specifically at the Tashmilik Township Health Center, from June 8 to June 14 [4][2]. - The training included various methods such as teaching rounds and case discussions, aimed at imparting advanced diagnostic and treatment concepts to local medical staff [3][8]. - The training content was closely aligned with the needs of grassroots healthcare, covering topics like the significance of health cards and standardizing health record workflows [9][10]. Group 2: Long-term Collaboration - The initiative is part of a broader strategy to establish a long-term support relationship between Guangzhou and Shufu County, with plans for remote medical consultations and ongoing training for local healthcare personnel [16][20]. - The collaboration aims to build a sustainable local medical workforce, ensuring that the skills and knowledge imparted during the training remain in the community [20][24]. - Local healthcare leaders expressed optimism about future cooperation with Guangzhou, indicating a commitment to enhancing the overall healthcare service capacity in the region [22][25].

从流量场到生产线，一个颠覆者的产业改造公式。 舆论场将这种消费品行业中，新品牌上市爆火超出预期，消费者需求断层领先的现象，称之为 "朵薇现象"。 这一成绩的背后，凝结着 "朵薇"项目操盘手——遥望科技董事长兼CEO谢如栋打造新消费品牌的底层逻辑，即挖掘行业核心痛点：解决消费信任黑洞 ——深入供应链源头——自造流量护城河，做到以上几点，品牌自然能杀出重围，成为爆款。 作为跨界而来的 "破壁者"，谢如栋不仅完成了从"卖货人"到"产品架构师"的角色蜕变，从"渠道商"到"产业链主"的能力重构，从"数字商业领袖"到"品 牌缔造者"的身份跨越，也为新消费品牌的打造和消费产业升级提供了新的发展思路和发展模式。 谢如栋在朵薇新品发布会现场 从朵薇到行业：一场关于信任的供给侧改革 "2021年以来，消费行业结束长期牛市，整体进入调整期。"中国银河证券消费在相关研究文章中指出。在曾经的"万物皆可新消费"的黄金时代，一年就 有超过2100个新品牌借助流量红利崛起，"新消费"成为炙手可热的投资赛道。 在这个 #黄子韬卫生巾#相关话题持续霸榜的夏天，朵薇卫生巾迅速蹿红，甚至因此衍生出了"朵薇现象"。 产品未上先火。上线发布后，首场直播 ...

从流量场到生产线，一个颠覆者的产业改造公式。 在这个 #黄子韬卫生巾#相关话题持续霸榜的夏天，朵薇卫生巾迅速蹿红，甚至因此衍生出了"朵薇现象"。 产品未上先火。上线发布后，首场直播开播仅 30分钟，50万单卫⽣⼱组合套装就全部售罄，登顶抖⾳个⼈护理榜第⼀名，刷新⾏业记录。上线14天狂销 5458万元，强势跻身抖音平台品类榜单TOP3；6天后，这一数据又更新为行业TOP1，将一众传统优势品牌甩在了身后。 舆论场将这种消费品行业中，新品牌上市爆火超出预期，消费者需求断层领先的现象，称之为 "朵薇现象"。 这一成绩的背后，凝结着 "朵薇"项目操盘手——遥望科技董事长兼CEO谢如栋打造新消费品牌的底层逻辑，即挖掘行业核心痛点：解决消费信任黑洞 ——深入供应链源头——自造流量护城河，做到以上几点，品牌自然能杀出重围，成为爆款。 作为跨界而来的 "破壁者"，谢如栋不仅完成了从"卖货人"到"产品架构师"的角色蜕变，从"渠道商"到"产业链主"的能力重构，从"数字商业领袖"到"品 牌缔造者"的身份跨越，也为新消费品牌的打造和消费产业升级提供了新的发展思路和发展模式。 谢如栋在朵薇新品发布会现场 从朵薇到行业：一场关于信任的供给 ...

证券研究报告 美容护理 | 个护用品 非金融|首次覆盖报告 hyzqdatemark 2025 年 06 月 13 日 百亚股份(003006.SZ) 投资评级： 买入（首次） ——国内优质卫生巾品牌 大单品持续放量 投资要点： 风险提示：市场竞争日益加剧的风险；原材料价格波动的风险；营销网络拓展的风险。 丁一 SAC：S1350524040003 dingyi@huayuanstock.com 王悦 wangyue03@huayuanstock.com | 基本数据 | | 年 | 11 | 日 | | | | 06 | 月 | 2025 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 收盘价（元） | | | 29.21 | | | | | | | | | 一 年 最 低 | 高 | | | | 内 | 最 | / | | | | | （元） | | | | | | | | | 34.99/19.97 | | | 总市值（百万元） | | | | | | | | | 12,551.12 | | | 流通市值（百 ...

Core Viewpoint - The report by Huayuan Securities on Baiya Co., Ltd. highlights the company's strong position in the domestic disposable hygiene products market, particularly in sanitary napkins, and assigns a "Buy" rating for the stock [1][4]. Company Overview - Baiya Co., Ltd. was established in 2010 and specializes in the research, production, and sales of disposable personal hygiene products, including sanitary napkins, baby diapers, and adult incontinence products. The company owns well-known brands such as "Free Point," "Good," and "Danning." It primarily sells through distributors, key accounts, and e-commerce channels, focusing on a multi-brand strategy to cater to consumers of all ages [2][3]. Competitive Advantages - **Channel Strategy**: The company is expanding its market presence through a focused marketing strategy in key regions, particularly in the Sichuan-Chongqing area, while also enhancing its e-commerce and emerging channel capabilities. It has a strong market share in key provinces, ranking first in Chongqing, Sichuan, and Yunnan, and second in Guizhou and Shaanxi [3]. - **Brand Development**: Baiya is concentrating on health-oriented product lines, continuously upgrading its offerings to enhance brand strength. The introduction of the Pro series of probiotics is aimed at younger consumers and professionals, which has received positive market feedback [3]. - **Research and Development**: The company is increasing its R&D investments to maintain its industry-leading position. It focuses on high-end products and has expanded its product matrix to include various innovative offerings, which has contributed to the growth of its sanitary napkin sales [3]. Financial Projections - Baiya's revenue is projected to reach 4.48 billion, 5.50 billion, and 6.57 billion yuan for the years 2025, 2026, and 2027, respectively, with year-on-year growth rates of 37.5%, 23.0%, and 19.3%. The net profit is expected to be 380 million, 500 million, and 610 million yuan for the same years, with growth rates of 33.8%, 28.9%, and 23.0% [4]. - The current price-to-earnings (PE) ratios are projected to be 33, 25, and 21 for the years 2025, 2026, and 2027, respectively. Comparatively, similar companies in the personal care sector have a PE ratio of 63 for 2025 [4]. Market Position - Baiya Co., Ltd. is recognized as a leading domestic brand in the sanitary napkin market, with a significant market share and a strong competitive edge in key provinces. The company's focus on e-commerce and health-oriented products is expected to drive future growth [2][4].

数据显示，截至2025年5月30日，中证港股通医药卫生综合指数(930965)前十大权重股分别为百济神州 (06160)、药明生物(02269)、信达生物(01801)、石药集团(01093)、康方生物(09926)、京东健康(06618)、 中国生物制药(01177)、三生制药(01530)、翰森制药(03692)、阿里健康(00241)，前十大权重股合计占比 60.77%。 香港医药ETF(513700)，场外联接A：021088；联接C：021089；联接I：022844。 截至2025年6月13日 09:44，中证港股通医药卫生综合指数(930965)成分股药明生物(02269)上涨5.41%， 先声药业(02096)上涨4.06%，信达生物(01801)上涨3.53%，绿叶制药(02186)，药明合联(02268)等个股跟 涨。香港医药ETF(513700)上涨1.28%，最新价报0.64元。拉长时间看，截至2025年6月12日，香港医药 ETF近1周累计上涨12.57%。 若投资者看好港股医药板块长期发展，可借助相关 ETF 布局。例如香港医药ETF(513700)，能有效跟踪 板块整体表现，分散 ...

Core Viewpoint - The report highlights the performance and strategic developments of various companies in the Qingyuan region, emphasizing the resilience and transformation of traditional industries alongside the growth of emerging sectors. Group 1: Company Performance - Haomei New Materials achieved a revenue of 6.672 billion yuan, accounting for nearly 30% of the total revenue of Qingyuan A-share listed companies [8] - Jinlu Electronics led with a revenue growth rate of 20.24% and a net profit increase of 89.09%, while Guokang Biochemical reported a revenue increase of 46.15% [7][10] - Dongpeng Holdings experienced a revenue decline of 16.77% and a net profit drop of 54.41%, reflecting challenges in the construction ceramics industry [8][9] Group 2: Industry Trends - The construction ceramics industry, where Dongpeng Holdings operates, remains fragmented with low market concentration and intense competition [4] - The Qingyuan region has seen a rise in A-share listed companies, with a total of 8 companies now, indicating diversification into electronics, new materials, and cables [6][17] - The overall revenue of Qingyuan's 7 A-share companies reached 23.131 billion yuan in 2024, a year-on-year increase of 0.82%, surpassing the national average decline of 0.23% [6] Group 3: Strategic Initiatives - Dongpeng Holdings is exploring low-carbon circular materials and has launched a series of eco-friendly products to adapt to market changes [9] - Haomei New Materials is focusing on green building materials, with its Becklo system windows reducing air conditioning energy consumption by over 20% [10] - Jinlu Electronics is adjusting its order structure, with multi-layer PCB revenue making up 72.66% of its main business income, reflecting a strategic shift towards smart driving applications [10][12] Group 4: R&D and Innovation - Qingyuan companies collectively increased R&D spending, with Guokang Biochemical's R&D expenses rising by 43.46% in 2024 [11] - Dongpeng Holdings invested 233 million yuan in R&D in 2024, maintaining a strong patent portfolio with 1,447 effective patents [12] - Digital transformation is a key focus, with Jinlu Electronics implementing various digital systems that contributed to its significant profit growth [13][14] Group 5: Financial Support and Growth - Qingyuan's financial initiatives include promoting loans for specialized and innovative enterprises, with a 159.68% year-on-year increase in loans for "specialized, refined, and new" small and medium-sized enterprises [20][21] - The local government is actively facilitating financing and support for companies aiming for public listings, enhancing market confidence [20]

在绿色建材下乡活动、家装消费品"以旧换新"和城市更新改造等政策综合带动下，建材消费市场扭转了 2022年以来的下降趋势，今年1-4月，建筑及装潢材料类商品零售额同比实现增长2.3%，其中，4月份当 月同比增长9.7%。具有代表性的卫生陶瓷行业，今年1-4月，营业收入同比增长1.7%，利润总额增长 6.8%。(记者李洋) 近日记者从中国建筑材料联合会获悉，随着大规模城市更新改造、消费品"以旧换新"等系列政策深入落 地和能源结构持续调整，建材行业相关市场恢复明显，经济运行亮点频现。 我国建材行业广泛服务于建筑建设以及新能源、新材料、电子电器、汽车等领域。其中，主要应用于建 筑、新能源、电子电器等领域的玻璃纤维及制品，是建材行业着力推动发展的新兴产业。今年以来，受 风电装机加快、家电及汽车"以旧换新"政策推广、AI技术发展等综合因素影响，玻璃纤维及制品行业经 济运行强势回升。1-4月，规模以上玻璃纤维、玻璃纤维布、玻璃纤维增强复合材料产量同比分别增长 2.6%、12.5%、17.7%；玻璃纤维和复合材料价格指数同比增长2.5%；规模以上行业营业收入同比增长 18.3%，利润总额同比增长120.0%。 我国云母制品业 ...