"不是断臂求生，那是九死一生。"在向第一财经谈起十年前那场环保风暴时，临沂市罗庄区委副书记孙 玮直言不讳。 2015年，山东省临沂市因空气污染严重，被环保部公开约谈，全市铁腕治污。罗庄区是临沂的老工业 区，也是这轮整改的风暴眼。自2015年以来，仅这一个区就累计关停企业1255家，职工安置、企业债 务、财政压力、产业升级等问题随之而来。 罗庄区的产业升级转型在此压力下被迫完成，"早晚得走这一步，只不过船大难掉头"。 孙玮告诉第一财经，经过不懈努力，目前当地遗留问题已经很少，要说最为严重的当数红日化工。 红日化工是山东老牌化肥生产企业，旗下"艳阳天"牌化肥享有知名度。2016年，主业同为化肥生产的世 纪阳光（00509.HK）从俄资手中收购山东红日阿康化工股份有限公司50.5%的权益，并将公司更名为山 东红日化工股份有限公司，世纪阳光将红日化工并表。起初，各方都对这宗交易寄予厚望：当地希望新 的投资方能够带动产业升级，投资方则希望借由"红日"的品牌和资源积累获得新的商机。 但在后来的故事中，围绕"退城入园"、厂房补偿等问题，红日化工和罗庄区政府争执数年。红日化工称 按照政府要求拆除了厂房，损失数亿元，但政府未按 ...

2015年，山东省临沂市因空气污染严重，被环保部公开约谈，全市铁腕治污。罗庄区是临沂的老工业 区，也是这轮整改的风暴眼。自2015年以来，仅这一个区就累计关停企业1255家，职工安置、企业债 务、财政压力、产业升级等问题随之而来。 "不是断臂求生，那是九死一生。"在向第一财经谈起十年前那场环保风暴时，临沂市罗庄区委副书记孙 玮直言不讳。 失意的世纪阳光 世纪阳光入主红日化工时，恰逢临沂环保整顿。 彼时，临沂市按照行业准入、环保标准、能耗要求，结合城市规划和产业定位，制定了《中心城区工业 企业"退城进园"工作方案》。在距离中心城区较远的临港经济开发区和兰陵县设立冶金、建陶、化工等 产业园区，对分布集中、严重影响区域环境容量的企业，有计划、分批次实施"退城进园"。计划3年内 搬迁整治企业59家，城区钢铁、建陶等产业搬迁产能占比达到60%。 根据第一财经获得的2015年7月2日印发的《临沂市人民政府办公室关于印发临沂市中心城区工业企 业"退城进园"实施方案的通知》（临政办发〔2015〕22 号），名单上包含59家企业，分别于2015~2017 年退城入园。第一财经联系了退城入园名单上的一家规模较大的钢铁企业，企业坦 ...

Core Viewpoint - The article discusses the impact of U.S. tariffs on soybean imports from China, highlighting a significant shift in China's sourcing from the U.S. to Brazil due to price competitiveness and trade policies [1][3][29]. Group 1: U.S.-China Soybean Trade Dynamics - Trump has urged China to increase soybean orders from the U.S. by four times, but recent reports indicate that China has sourced all its September and October soybean needs from Brazil and other South American countries, leaving U.S. suppliers empty-handed [3][5]. - The U.S. soybean import tariff to China has reached 23%, making U.S. soybeans significantly more expensive compared to Brazilian soybeans, which are approximately 200 yuan per ton cheaper [5][12]. - China's soybean imports from the U.S. have drastically decreased from 30 million tons in 2016 to an estimated 22.13 million tons in 2024, while imports from Brazil surged from 11.65 million tons to 74.65 million tons in the same period [7][25]. Group 2: Competitive Advantages of Brazilian Soybeans - Brazilian soybeans are favored due to lower production costs and stable supply, enhanced by a currency swap agreement with China that allows transactions without using U.S. dollars [10][12]. - Brazil's soybean production exceeds 160 million tons annually, ensuring a reliable supply to meet China's demands, while U.S. soybean quality has declined, failing to meet the increasing demand for high-protein soybeans in China [10][12]. - The efficiency of Brazilian ports has improved significantly, with a 48% increase in the number of vessels unloading Brazilian soybeans at Ningbo-Zhoushan port compared to the previous year [12]. Group 3: Economic Impact on U.S. Farmers - The U.S. soybean export value to China is projected to drop by at least several billion dollars due to the current trade dynamics, with soybean prices falling from $13-$15 per bushel in 2023 to around $9 [14][20]. - The financial strain on U.S. farmers is evident, with many facing bankruptcy risks and significant losses in income, affecting local economies reliant on agricultural revenue [16][18]. - The increase in tariffs has led to a rise in costs for agricultural machinery and fertilizers, further exacerbating the financial challenges faced by U.S. farmers [20][22]. Group 4: China's Strategic Shift in Soybean Sourcing - China is diversifying its soybean import sources to enhance food security, with projections indicating that by 2024, 71% of its soybean imports will come from Brazil, while only 21% will be from the U.S. [25][27]. - The Chinese government is also investing in domestic soybean production, aiming to increase output from 20.65 million tons in 2024 to 23 million tons by 2025 through various initiatives [25][27]. - The development of non-GMO soybean futures by the Dalian Commodity Exchange positions China as a global pricing center for non-GMO soybeans, reflecting a strategic move to gain control over its agricultural supply chain [27][29].

Core Insights - Moroccan companies dominate the top 20 publicly listed companies in North Africa, with Attijariwafa Bank leading at a market value of $15.6 billion, significantly up from $10.8 billion last year [1] - Egypt's performance is weaker, with only five companies making the list, down from seven in 2024, and the largest, Commercial International Bank, is declining in regional ranking [1] - Algeria, Libya, and Tunisia are notably absent from the top 20, with Libya's economy stagnating due to ongoing political conflict, and Algeria's private sector facing restrictions [1] Moroccan Companies - Attijariwafa Bank ranks first with a market value of $15.6 billion, an increase from $10.8 billion [1] - Other Moroccan companies in the top rankings include Maroc Telecom at $11.1 billion, Managem, National Bank, Marsa Maroc, and TAQA Maroc [1] Egyptian Companies - Only five Egyptian companies made the list this year, a decrease from seven in 2024 [1] - The largest nitrogen fertilizer producer, Misr Fertilizers, barely made the list at $1.7 billion, ranking 20th [1] Absence of Algerian, Libyan, and Tunisian Companies - Algeria, Libya, and Tunisia did not have companies in the top 20, highlighting economic challenges [1] - Libya's economy is hindered by political instability, while Algeria's private sector participation is limited [1] - Tunisia has seven companies in the top 250, benefiting from a more open economy and proximity to European markets, but lacks the scale of Moroccan and Egyptian firms [1]

Group 1 - The EU will not extend the tariff exemption policy for Ukrainian agricultural products, which will expire on June 5, 2023, and trade will revert to the 2017 agreement from June 6, 2023 [2] - The temporary removal of tariffs was implemented after the outbreak of the Russia-Ukraine conflict in 2022, but farmers in countries like Poland and France have complained about the influx of Ukrainian products harming their interests [2] - The EU had previously promised to negotiate a new trade agreement with Ukraine, but no formal negotiations have started as of May 2023 [2] Group 2 - The European Parliament has approved a new tariff law on fertilizers and certain agricultural products from Russia and Belarus, imposing a basic tariff of 6.5% on fertilizers and an additional fee of €40 to €45 per ton from 2025 to 2026 [4] - A 50% tariff will be applied to Russian and Belarusian agricultural products that have not yet been subject to additional tariffs [4] - The aim of this legislation is to diversify the EU's fertilizer production and reduce dependence on low-priced imports from Russia, although there are concerns about significant price increases for fertilizers affecting farmers [4]

Core Viewpoint - The article highlights the significant development and transformation of Xinjiang, particularly in agriculture and infrastructure, as it becomes a key area for international trade and cooperation under the Belt and Road Initiative [1][4]. Group 1: Company Development - The company founded by Dani, a Belgian entrepreneur, has expanded from one production base to four, achieving an annual sales volume exceeding 40,000 tons of water-soluble fertilizers [2]. - The company has improved over 2 million acres of saline-alkali land, contributing to the agricultural productivity of the region [2]. Group 2: Industry Transformation - Xinjiang's agricultural sector has undergone a historic transformation, with advancements in soil improvement, water-saving irrigation, and mechanized harvesting [3]. - The introduction of high-quality fertilizers has enhanced crop yields, while organic waste from livestock can be converted back into natural fertilizers, creating a sustainable agricultural cycle [3]. Group 3: Market Opportunities - The company plans to expand its market beyond domestic sales to Central Asian countries, leveraging Xinjiang's strategic position as a core area of the Silk Road Economic Belt [4]. - The entrepreneur is also exploring the introduction of Belgian Blue cattle to improve local livestock quality and economic benefits [3].