21世纪经济报道记者贺泓源、实习生李音桦 光明乳业在大本营上海越来越被动了。 该公司财报显示，在2025年上半年，光明营收同比下滑1.9%至124.7亿元；归母净利润同比下滑22.5%至 2.2亿元。 其中，液态奶、其他乳制品、牧业产品的营收分别为66.1亿元、44.5亿元、5.2亿元，同比增速分别为下 滑8.6%、增长8.8%、下滑13.8%。 分地区看，上半年光明在上海、外地、境外区域营收分别为 34.9亿元、49.9亿元、39.4 亿元，同比增速 分别为下滑6.9%、下滑1.5%、增长1.9% 。 甚至，光明在上海的营收下滑幅度大于其总体营收下滑幅度。 背后是，乳业需求整体性收缩。 尼尔森IQ数据披露显示，在2025年6月，乳品全渠道销售额同比下滑9.6%。具体到乳业巨头，在上半 年，蒙牛营收同比下滑6.9%至 415.7亿元；伊利关键的液体乳收入同比下滑2.1%至361.3亿元。 回到巨头必争之地的上海，伊利、蒙牛乃至新乳业，都投入颇多。比如，在2024年，新乳业靠着"唯 品"等品牌，在华东区域营收同比增长1.52%至30.66亿元。 作为对比，新乳业在大本营成都就要主动得多。据21世纪经济报道记者了 ...

Core Insights - Fujian Quanzhou is positioning itself as a "Fashion Capital" with a focus on its textile and footwear industry, boasting nine manufacturing clusters each exceeding 100 billion RMB and an annual output value of over 700 billion RMB in the textile and footwear sector [1][2] - The WhatsPOP Innovation Center, set to open in December 2024, will serve as a public service platform to enhance the development of the textile and footwear industry, offering over 140 services from design to market promotion [1][2] - The establishment of the Quanzhou Fashion Industry Alliance in October 2024, initiated by 23 leading brands, aims to unify over 700 textile and footwear companies and over 10,000 manufacturing supply chain enterprises to elevate Quanzhou's fashion industry on a global scale [3] Industry Development - The textile and footwear industry in Quanzhou is experiencing growth driven by young consumers' preference for designer brands and unique styles, creating new market opportunities [2] - Innovative materials and advanced technology are crucial for the fashion industry's evolution, with companies like Xintai Technology producing functional and aesthetically appealing textile materials [2][3] - Future initiatives include the "Global Quality Supplier Program" to attract top partners worldwide, enhancing Quanzhou's transition from a manufacturing hub to a standard-setting leader in the fashion industry [3] Events and Initiatives - The upcoming 2025 Quanzhou Fashion Week and the 8th China International Children's Fashion Week are expected to foster a vibrant fashion development atmosphere in the region [3] - The local government plans to extend its focus from being a manufacturing stronghold to becoming a fashion capital through various measures, including talent cultivation, international cooperation, and brand value enhancement [3]

Core Insights - The ranking of China's top 60 cities by GDP for the first half of 2025 reveals a shifting economic landscape driven by technological innovation, industrial collaboration, and green transformation [1] - Competition between leading and mid-tier cities is intensifying, with a focus on balancing scale expansion and quality improvement as key to future urban competitiveness [1] Group 1: Leading Cities - Shanghai and Beijing continue to lead with GDPs exceeding 2.5 trillion, while Shenzhen solidifies its position as the third-largest economic center with a GDP surpassing 1.8 trillion [1][4] - The Yangtze River Delta cities are performing well, with Suzhou achieving a growth rate of 7.82%, and both Hangzhou and Nanjing surpassing the 1 trillion GDP mark [1][5] - Ningbo's GDP reached 8860.97 billion, marking a significant increase of 653 billion, surpassing cities like Tianjin [3][5] Group 2: Ningbo's Development - Ningbo's economic transformation is highlighted by a 23% year-on-year increase in the digital economy's core industry value, now accounting for 8.7% of its GDP [3] - The city's industrial investment growth rate stands at 18.9%, leading the Yangtze River Delta region, and the port economy is evolving significantly [3] Group 3: Challenges for Traditional Industries - Quanzhou has dropped to 23rd place despite maintaining a GDP of 6357 billion, with a growth rate decline of 2.1 percentage points to 7.29% [11] - The city faces challenges due to its high reliance on traditional industries, which constitute over 60% of its industrial output, and a pressing need for digital transformation and brand upgrading [11] Group 4: Emerging Cities - Wuhu has made its debut in the top 60 with a GDP of 2595 billion and a growth rate of 6.56%, driven by strategic emerging industries [15] - The city has seen a 47% year-on-year increase in the new energy and intelligent connected vehicle industry, showcasing its innovation-driven development [15] Group 5: Regional Economic Shifts - Cities like Shijiazhuang and Nanning have seen significant ranking improvements, while traditional industrial bases in Northeast China are showing positive signs of transformation [15] - The contrasting trends between the stabilization of leading cities and the fierce competition among mid-tier cities indicate a more intense future urban competition landscape [15]

Group 1 - The establishment of postdoctoral research stations in Quanzhou, particularly in Jinjiang, has a history of nearly 26 years, contributing to technological innovation in local enterprises [1] - Quanzhou currently has 30 national-level postdoctoral research stations and 26 provincial-level innovation practice bases, with a total of 320 postdoctoral researchers trained, resulting in 291 patents and 523 high-level papers published, generating over 1 billion yuan in economic benefits [2] - Companies are increasingly recognizing the importance of science and technology in their transformation and upgrading, leading to the establishment of their own postdoctoral research stations to enhance high-quality development [1][2] Group 2 - The "Wolverine" sports shoe project, which features a variable stiffness design for the shoe sole, is being developed by a postdoctoral team at Anta Group, aiming to improve athletic performance and comfort [2] - The construction waste sorting robot developed by Southern Road Machinery addresses challenges in traditional construction waste processing by efficiently separating lightweight materials using spectral recognition and robotic arms [3] - The upcoming third National Postdoctoral Innovation and Entrepreneurship Competition in Jinjiang is expected to attract around 30,000 participants, with 22 postdoctoral teams from Quanzhou registered for the innovation competition [3]

Group 1 - The establishment of high-tech parks and postdoctoral research stations in Jinjiang, Fujian, has been ongoing for nearly 26 years, fostering innovation and research in various industries [1][3] - The local economy has benefited significantly from the establishment of 30 national postdoctoral research stations and 26 provincial innovation practice bases, resulting in over 10 billion yuan in economic benefits [3][4] - Companies like Anta and Southern Road Machinery are leveraging postdoctoral research to enhance product development and technological innovation, contributing to their competitive edge in the market [4][6] Group 2 - Researchers are focusing on practical applications of their studies, such as improving the efficiency of AC motor systems and developing innovative products like variable stiffness sports shoes [1][4] - The upcoming national postdoctoral innovation and entrepreneurship competition in Jinjiang is expected to attract around 30,000 participants, highlighting the region's commitment to fostering high-quality talent and innovation [6]

Group 1 - The third National Postdoctoral Innovation and Entrepreneurship Competition will be held in Quanzhou, Jinjiang in mid-October, aiming to attract more high-quality talent and projects [1][3] - Jomoo Group has established a postdoctoral workstation since 2018, currently hosting 4 postdoctoral researchers, and has invested in over 100 patents to support its smart toilet production [3][5] - Anta Group's postdoctoral team focuses on converting "sports science" into "product competitiveness," with a project on AI-enabled shoe design participating in the upcoming competition [5][6] Group 2 - Quanzhou has implemented various talent policies to support the development of postdoctoral careers, including financial incentives for projects that land in the city from the competition [6] - By March 2025, Quanzhou aims to establish 30 national postdoctoral research workstations and 26 provincial innovation practice bases across key industries such as information technology, textiles, and intelligent manufacturing [6]

Group 1 - The development of China's automotive industry has evolved from manual craftsmanship to advanced technology, exemplified by Xiaomi's factory where over 700 robots are involved in production, achieving a vehicle output every 76 seconds [1] - President Xi Jinping emphasized the importance of traditional manufacturing as a vital part of the real economy, advocating for technological innovation to revitalize traditional industries [1] - China's industrial growth has transitioned from reliance on imports to becoming the world's largest manufacturing nation with a complete range of industrial categories [1] Group 2 - The bearing industry, described as the "joints" of industry, has seen significant advancements, with China's manufacturing value added exceeding 30 trillion yuan annually since the 14th Five-Year Plan, maintaining a global leadership position for 15 consecutive years [2] - The shift from a broad manufacturing base to a focus on high-quality production is driven by technological empowerment, as seen in the application of graphene in sports shoes and innovations in the textile and apparel industry [2] - Shanghai's automated terminal has achieved a labor productivity rate 213% higher than traditional terminals, contributing to a record container throughput of over 50 million TEUs [2] Group 3 - The transition to green industries is exemplified by Ordos, which has developed multiple circular industrial chains from coal, moving from a reliance on coal as a fuel to utilizing it for materials and green industries [3] - Traditional industries are not synonymous with sunset or low-end industries; through technological advancements and innovation, they can evolve into high-value production sectors [3] - The emphasis on perseverance and the utilization of advanced technology and equipment is crucial for China's modernization and economic development [3]

Core Insights - The "Jinjiang Experience" serves as a model for the growth of private enterprises in China, emphasizing the importance of a strong real economy and innovation [1][3][4] Group 1: Economic Development - In 2024, the total value added of the private economy in Fujian is expected to exceed 4 trillion yuan, with over 14,000 national high-tech enterprises, of which more than 97% are private [3] - Fujian's private enterprises, guided by the "Jinjiang Experience," focus on strengthening their core businesses and leveraging new technologies and business models to enhance competitiveness [4] Group 2: Industrial Clusters - The development of industrial clusters is crucial for enhancing the overall competitiveness of the manufacturing sector, with Fujian fostering geographic concentration of related enterprises for resource sharing and complementary advantages [7] - An example is the Quanzhou modern sports products cluster, which integrates over 100 production factors within a 50-kilometer radius of Jinjiang, creating a comprehensive industrial ecosystem [8] Group 3: Government Support - The government plays a pivotal role as a "guide" for enterprises, continuously optimizing services to reduce obstacles for business growth [11] - As of October 2024, Fujian has launched over 4,700 integrated service items, streamlining approval processes by 64.35%, with more than 97% of matters handled online [12] Group 4: Legal Framework - A strong legal framework is essential for business development, with Fujian focusing on creating a stable and predictable environment for enterprises [14] - In 2024, the overall satisfaction rate for Fujian's business environment reached 88.27%, maintaining above 85% for four consecutive years [15] Group 5: Innovation and Sustainability - Fujian enterprises are embracing change and seizing opportunities, with examples like Xiamen Jinlong's innovations in electric buses and Furen Sen Gong's sustainable bamboo products gaining international acclaim [18][19]

Group 1 - The core viewpoint of the articles highlights the significant increase in overseas listings by Fujian enterprises, with a total of 7 new companies listed abroad this year, ranking 4th in the number of new listings on the Hong Kong Stock Exchange [1][3] - Yiwate Robot, a company specializing in automation equipment, emphasizes the strategic importance of its NASDAQ listing for attracting international capital and enhancing global influence [1][2] - The trend of Fujian companies going public abroad is supported by the province's strong overseas networks and favorable policies aimed at facilitating international market entry [3][4] Group 2 - Companies like Jihong Co. and Anjiu Food have successfully utilized their listings to enhance their international presence, with Jihong Co. achieving over 60% of its revenue from overseas markets [2][3] - The articles indicate that the majority of Fujian enterprises listed abroad are in consumer sectors, aligning with investor preferences for stable cash flow businesses [4] - The Fujian government has implemented various supportive policies to encourage companies to list overseas, including measures to streamline the listing process for technology firms [5][6]

Group 1 - The event held in Fuzhou focused on the development challenges and opportunities of the textile new materials industry, aiming to create a distinctive industrial system and explore new ideas for industrial upgrading [1][2] - A total of 25 projects were signed on-site, with a signing amount (including intentions) exceeding 19 billion yuan, highlighting the collaboration among textile enterprises, financial institutions, and educational institutions [2] - The Fuzhou branch of Industrial Bank has served over 500 textile industry clients, with a related loan balance exceeding 18 billion yuan, positioning itself as a key financial supporter of the textile industry in Fuzhou [2] Group 2 - The Fuzhou branch of Industrial Bank released a comprehensive financial service plan for the textile industry, focusing on financial support throughout the enterprise lifecycle, industry chain finance, overseas finance, and green low-carbon transformation finance [1] - The bank aims to deepen the "four-chain" integration practice, providing more precise financial connections and professional comprehensive services to empower innovation and cluster development in the textile new materials industry [2]