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新三板掘金周报第七期:全球领先的全龄人工饲料工厂化养蚕技术-20260125
KAIYUAN SECURITIES· 2026-01-25 13:11
Group 1: New Companies Listed - Six new companies were listed on the New Third Board, with average revenue of 624 million and median revenue of 363 million, and average net profit of 83.84 million with median net profit of 48.64 million [4][16] - Moshang High-Tech (875070.NQ) is a leader in full-age artificial feed factory silkworm breeding technology, achieving a 100% market share in this segment in China, with a projected fresh cocoon output of 29,400 tons in 2024 [4][18] - Tianjiao Bio (875025.NQ) is a major producer of powdered oils, benefiting from the rapid growth of the new tea beverage market, with the pre-packaged coffee market expected to grow at a CAGR of 14.47% from 2021 to 2025 [5][40] Group 2: Market Dynamics - The New Third Board has sent a total of 862 companies to the Shanghai and Shenzhen stock exchanges, indicating its role in supporting small and medium enterprises [3] - The total market value of listed companies on the New Third Board reached 25,181.94 billion by the end of 2025, with a decrease of 35 companies in December 2025 [6][13] - The trading volume for the week of January 19 to January 25, 2026, included 190 block trades, with significant trading amounts for companies like Sanying Precision and Yinggu Laser [6][12] Group 3: Industry Insights - The global powdered oil market is projected to reach USD 4.476 billion by 2025, driven by increasing disposable income and consumption upgrades in developing countries [37] - The financial cloud market in China is rapidly growing, with market sizes of USD 6.56 billion in 2021, USD 8.05 billion in 2022, and USD 8.82 billion in 2023, indicating a strong demand for digital transformation in financial institutions [47][50] - The industrialized silkworm breeding sector is undergoing a transformation from traditional agriculture to modern biological manufacturing, with companies like Moshang High-Tech leading the way [26][24]
陈刚在来宾市调研,强调要因地制宜发展壮大县域经济推动高质量发展
Guang Xi Ri Bao· 2025-12-19 01:53
Group 1 - The core message emphasizes the need for tailored development strategies to enhance county economies and promote high-quality growth in Laibin City [1][3] - The Guangxi Central Water Conservancy Project is highlighted as a significant water-saving initiative, with a focus on economic, ecological, and social benefits [2] - The promotion of rural revitalization through effective integration of poverty alleviation and local governance is underscored, with specific attention to the development of unique industries like sericulture and rural tourism [2][3] Group 2 - The importance of leveraging local resources and enhancing industrial chains to boost employment and income for local communities is stressed, particularly through the "enterprise + cooperative + base + farmer" model [3] - The need for adherence to environmental standards and the use of artificial intelligence in production management to increase product value and competitiveness is emphasized [3] - The call for a strategic approach to the "14th Five-Year Plan" and ensuring the completion of economic and social development goals is articulated, focusing on safety and support for vulnerable populations [3]
广西巴马县:青年辞工归桑梓 年入11万
Guang Xi Ri Bao· 2025-12-11 02:00
Core Insights - The article highlights the success of local farmers, particularly Liang Shiyue, who returned to his hometown to engage in sericulture, demonstrating the potential for agricultural development and economic growth in rural areas [1][2] Group 1: Individual Success Story - Liang Shiyue, a farmer from Bama, has successfully cultivated silkworms, expecting to earn approximately 11,000 yuan in total income for the year from his sericulture efforts [1] - He faced initial challenges such as lack of technical knowledge and resources but overcame them through training and support from a national technology team [1] - The training provided by the technology team included hands-on guidance in disinfection, disease prevention, and scientific feeding methods, significantly improving his farming practices [1] Group 2: Industry Statistics - In the first three quarters of the year, the total silkworm cocoon production in Bama County reached 2,484.93 tons, marking a year-on-year increase of 4.72% [2] - The area of mulberry plantations remained stable at 20,814.21 acres, with a year-on-year growth of 1.41% [2] - The success of individual farmers like Liang has inspired confidence among the local community, showcasing the impact of technology in agriculture and the return of talent to promote rural revitalization [2]
广西河池“技改强桑”助农增收
Guang Xi Ri Bao· 2025-07-02 03:16
Core Insights - The article highlights the transformation and modernization of the silkworm industry in Hechi, Guangxi, driven by technological advancements and innovative farming practices [1][2][3] Industry Overview - Hechi's mulberry planting area is 963,200 acres, with a silkworm cocoon output of 218,500 tons and a production value of 13.5 billion yuan, accounting for 27% of the city's total agricultural output [2] - The city holds 34.5% and 13.6% of the mulberry planting area in the region and the country, respectively, and 45% and 27% of the silkworm cocoon output [2] - The silkworm industry has maintained the top position among China's prefecture-level cities for 20 consecutive years [2] Technological Advancements - The introduction of microbial spraying on mulberry leaves has increased silkworm production by approximately 30 pounds per batch, leading to a nearly 20% increase in cocoon yield compared to the previous year [2][3] - Automation and smart technologies are being integrated into silkworm farming, improving efficiency and reducing labor costs [3][4] Economic Impact - Farmers who upgraded their silkworm farming facilities reported an increase in cocoon yield by about 100 pounds per batch, with total income rising by 14,500 yuan compared to the previous year [4] - The average annual income from silkworm farming exceeds 50,000 yuan per household, benefiting around 100,000 farmers in the region [6] Collaborative Efforts - The upgrade of the silkworm industry involves collaboration among government, enterprises, and research institutions, with policies supporting technological innovation and insurance for farmers [7] - New varieties and farming techniques are being promoted, including the "Gui Silkworm No. 8" and "Gui Mulberry No. 6," which have shown to increase income by over 100 yuan per unit [7] Future Prospects - The silkworm industry is expected to continue playing a crucial role in poverty alleviation and rural revitalization in Hechi, with projected cocoon production nearing 100,000 tons for the year [9]