从"千年药乡"的历史积淀到"中国药都"核心区的战略部署，甘肃省陇西县依托丰厚的自然禀赋与深厚的 产业根基，借助国家中医药产业发展综合试验区、国家中医药传承创新发展样板区和中国（甘肃）中医 药产业博览会3大平台，叠加大宗地产中药材产地加工、"药食"同源等特殊政策，已构建起种植标准 化、加工精深化、仓储规模化、交易市场化、监测常态化、品牌国际化的全链条发展格局。2024年，全 县中医药全产业链总产值达381亿元，对农民人均可支配收入的贡献率主产区超40%。 从源头筑基筑牢道地药材"车间" "药材好，药才好"。陇西县始终将标准化种植作为产业发展的根基。依托中国药都·陇西药圃园和"国家 药用植物种质资源库甘肃库"两大科研平台，陇西在种子种苗繁育、新品种引进、野生品种驯化等领域 持续发力，制定的黄芪、黄芩、党参等28个标准化种子种苗培育和栽培技术规程，被评审颁布为甘肃省 中药材地方标准，为道地药材品质筑牢"标准防线"。 传统仓储库引入辐照灭菌、低温干燥、红外线干燥、低温充氮等先进技术，全面保障储存环节质量安 全。同时，引进国药集团投资5亿元建设陇西中药材交易仓储中心、康美药业投资15亿元建设西部中药 城、江能医药集团投 ...

2025年8月22日 证券研究报告 | 中观高频景气图谱（2025.8） 上游资源行业景气提振 策略研究 · 策略专题 证券分析师：王开 联系人：陈凯畅 021-60933132 021-60375429 wangkai8@guosen.com.cn chenkaichang@guosen.com.cn S0980521030001 S0980523090002 请务必阅读正文之后的免责声明及其项下所有内容 目录 01 中观超额收益追踪 图1：基础化工行业超额收益与燃料油收盘价 图2：基础化工行业超额收益与甲醇期货收盘价 图3：基础化工行业超额收益与聚氯乙烯期货收盘价 图4：基础化工行业超额收益与国产氯化钾批发价 图5：基础化工行业超额收益与尿素批发价 资料来源：万得，国信证券经济研究所整理。 资料来源：万得，国信证券经济研究所整理。 资料来源：万得，国信证券经济研究所整理。 期货收盘 价(连 续):燃料 油:月:平 均值:同 比 期货收盘 价(连 续):甲 醇:月:平 均值:同 比 期货收盘 价(连 续):聚氯 乙 烯 (PVC): 月:平均 值:同比 批发价: 国产氯化 钾:国内: 月:平均 值:同比 批 ...

Core Viewpoint - The case highlights the violation of administrative enforcement laws by the Xiangtan Market Supervision Administration, which led to the illegal prolonged detention of pharmaceutical products, ultimately resulting in a court ruling against the agency's actions [1][2][3] Group 1: Administrative Actions - The Xiangtan Market Supervision Administration conducted an inspection on a traditional Chinese medicine business and found it operating without necessary licenses, leading to the seizure of products [1] - The agency extended the detention of seized products beyond the legal timeframe, which was deemed a violation of the Administrative Enforcement Law [2] - The court ruled that the prolonged detention of the products posed risks to public health and safety, necessitating proper administrative handling of the situation [2] Group 2: Legal Proceedings - The first-instance court confirmed the illegal nature of the agency's actions and mandated remedial measures, which were upheld by the second-instance court [2] - The Supreme Court emphasized the need for strict enforcement of laws by courts to protect public health rights [2] Group 3: Resolution and Impact - The case resulted in a resolution where both parties reached a settlement, with the agency destroying some expired products and the business improving its compliance [3] - The local government allowed the traditional Chinese medicine business to participate in the development of a local herbal medicine industry park, indicating a collaborative outcome [3]

Group 1: Industry Development - The Taklamakan Desert, the world's second-largest shifting sand desert, is undergoing significant transformation with the completion of a 3,046 km green protective forest belt in Xinjiang, which is expected to enhance local ecological conditions and promote economic development [1] - The aquaculture industry in the Taklamakan Desert region is thriving, with a reported output value of 380 million yuan from seafood farming, including crabs and fish, in the Hetian area [3][5] - The introduction of advanced water treatment technologies has allowed for the successful cultivation of seafood in previously unusable saline-alkali land, resulting in a total aquatic product output of 12,000 tons in 2024 [5] Group 2: Agricultural Innovation - The "Daoxiang Village" in the Hetian region has successfully cultivated rice in the desert, overcoming challenges such as sandy soil, salinity, and water scarcity, leading to an increase in rice yield to approximately 600 kg per mu [6][10] - The implementation of a drip irrigation system has enabled the cultivation of corn in the desert, achieving water savings of 30% to 50% compared to traditional irrigation methods, thus transforming barren land into productive agricultural areas [12][14] - The diversification of crops, including alfalfa and vegetables, has led to an integrated farming model, significantly increasing the average income of local residents to over 20,000 yuan [16] Group 3: Economic Impact - The total area of specialty economic crops in Xinjiang's sandy regions has reached 1.845 million mu, generating an annual output value of 4.37 billion yuan, showcasing the economic potential of desert reclamation [18] - The shift from "green advancing, sand retreating" to "turning sand into gold" reflects a successful transformation in the region's agricultural practices, contributing to improved living conditions for local communities [18]

Core Viewpoint - The development of a "green collar" industry in the Taklamakan Desert region of Xinjiang is transforming previously unproductive land into a thriving agricultural and aquaculture hub, showcasing innovative techniques in water management and crop cultivation [1][3][11]. Group 1: Aquaculture Development - The unique "desert seafood" aquaculture industry in the southern Taklamakan Desert has rapidly developed, with a water product output of 12,000 tons and a value of 380 million yuan [3]. - Local techniques such as "de-salting" and "de-alkalizing" have successfully adjusted the pH levels of water from 9.5-11 to the optimal range of 7.5-8.5 for aquatic life [3]. - The aquaculture initiative has also improved local employment, with average monthly wages exceeding 3,600 yuan [3]. Group 2: Rice Cultivation - In the desert edge area known as Daoxiang Village, rice cultivation has expanded to 10,000 acres, overcoming challenges of salinity, alkalinity, and water scarcity [5]. - The average yield of rice has increased to approximately 600 kilograms per acre, contributing to a rise in per capita income to 14,600 yuan [5]. - The integration of tourism with agricultural practices has further enhanced the economic prospects of the village [5]. Group 3: Diverse Agricultural Practices - The introduction of corn cultivation in the desert has been facilitated by a drip irrigation system, which conserves 30%-50% more water compared to traditional methods [7]. - The region has diversified its agricultural output by incorporating alfalfa and other crops, leading to a more integrated "planting + breeding" industry chain [9]. - The average income of villagers has surpassed 20,000 yuan, reflecting improved living conditions due to diversified agricultural practices [9]. Group 4: Economic Impact - The total area of specialty economic crops in desert regions of Xinjiang has reached 1.845 million acres, generating an annual output value of 4.37 billion yuan [11]. - The transformation from barren land to productive agricultural zones illustrates a successful model of sustainable development and economic growth in arid regions [11].

塔克拉玛干沙漠是世界第二大流动沙漠。2024年，全长3046公里的绿色锁边护林带在新疆和田顺利合龙，仿佛给曾经的"死亡之海"织就了一条"绿围脖"。今 年上半年，新疆统筹安排20.14亿元财政资金，进一步巩固"锁边"成果。"绿围脖"不仅越织越厚，还孕育出了一条"绿富同兴"的产业发展之路。 沙漠养"海鲜" 水产业产值3.8亿元 总台记者卜鹏：你能想象到在远离海洋的沙漠边缘也能养殖"海鲜"吗？在位于塔克拉玛干沙漠南缘的新疆和田地区，肥美的螃蟹、鲜活的鱼虾在这里茁壮生 长，独特的"沙漠海鲜"养殖产业在这里快速发展。 把海洋里的鱼虾养到沙漠里的池塘，最大的难题就在于水的酸碱度。 治理之前，当地水质的pH值在9.5至11之间。当地运用"降盐""脱碱"等技术手段，通过添加淡水来调整水池的pH值，水质才最终被调整到适合鱼虾生长的pH 值7.5至8.5。在干旱的沙漠地带，终于破解了养海鲜的难题。2024年，和田地区的水产品产量达到了1.2万吨，产值高达3.8亿元。 沙漠种水稻打开新粮仓 水稻喜欢温暖湿润，但新疆和田有个叫稻香村的地方，却在沙漠边缘种出万亩水稻。稻香村原名阿亚格墩村，过去虽然有喀拉喀什河的灌溉之利，但水稻的 产量 ...

Core Insights - The pharmaceutical market in Bozhou, Anhui is experiencing a busy trading period, indicating strong activity and demand in the sector [1][2][3]. Industry Summary - The Bozhou pharmaceutical market has seen a significant increase in trading volume, reflecting a robust demand for traditional Chinese medicine [4][5]. - The market is characterized by a diverse range of products, with numerous vendors participating in the trading activities [6]. Company Summary - Local companies involved in the pharmaceutical trade are benefiting from the increased market activity, which may lead to enhanced revenue and growth opportunities [1][2]. - The competitive landscape in Bozhou is intensifying as more players enter the market, aiming to capitalize on the growing demand for medicinal products [3][4].

康美药业股价报2.07元，与前一交易日持平。盘中最高触及2.10元，最低下探2.06元，成交量为205.69万 手，成交金额4.27亿元，振幅1.93%。 康美药业属于中药行业，公司主要从事中药饮片、化学药品等产品的研发、生产和销售业务。公司产品 涵盖中药材、中药饮片、西药制剂等多个领域。 8月12日主力资金净流出1157.82万元，占流通市值比例为0.04%。近五个交易日累计净流出8259.04万 元，占流通市值比例为0.29%。 风险提示：股市有风险，投资需谨慎。 ...

Group 1 - The total output value of agriculture, forestry, animal husbandry, and fishery in Shaanxi reached 142.62 billion yuan in the first half of the year, with a year-on-year growth of 3% [1] - The planting industry showed stable development with a year-on-year increase of 3.1% in output value, while the livestock industry improved with a 2% increase [1] - The agricultural economy in Shaanxi is exhibiting an overall stable development trend [1] Group 2 - The increase in summer grain planting area to 16.0384 million mu, up by 31,900 mu from last year, reflects a commitment to food security [2] - Continuous efforts in farmland protection policies and food production support have minimized the impact of drought on grain production [2] - The production of vegetables reached 9.165 million tons, and the output of traditional Chinese medicine materials increased by 23.8%, indicating the robust development of specialty industries [2] Group 3 - The promotion of new varieties and technologies contributed to a fruit production of 985,000 tons and a pig output of 6.08 million heads [3] - Technological innovation is a key driver for high-quality agricultural development, with significant advancements in breeding and smart agriculture [3] - Shaanxi agriculture is undergoing a critical transformation from quantitative to qualitative changes, with a focus on integrating various agricultural sectors [3]

Core Insights - The article emphasizes the proactive measures taken by Tianjin's work agencies to implement East-West cooperation and support initiatives, showcasing their commitment to innovation and improvement in collaborative support efforts [1] Group 1: Industry Support and Development - The focus on industrial assistance is highlighted as a crucial element for enhancing the endogenous development capacity of supported regions, with specific projects aimed at agricultural and rural development [2] - A total of 43 major industry cultivation projects, including apple and traditional Chinese medicine, are being implemented to support local economies [2] - The introduction of high-value industries such as deep processing of agricultural products and the establishment of industry clusters is prioritized, with specific projects like the 3 billion yuan photovoltaic project in Dingqing County [2] Group 2: Innovative Collaboration and Investment - The article discusses innovative approaches to collaboration, including attracting investments from various enterprises and establishing strategic partnerships, resulting in 25 signed projects with an expected total investment of 1.741 billion yuan [3] - The establishment of a long-term procurement mechanism between Tianjin Huaren Wanjia and Kunlun Tianhe Agricultural Technology is noted as a significant development in enhancing supply chain efficiency [3] Group 3: Employment and Economic Integration - Employment initiatives are being implemented, with a focus on training and job placement, resulting in 46,900 rural laborers from Gansu being assisted in finding employment [4] - The promotion of local products through consumption assistance programs has led to a total of 2 billion yuan in sales, demonstrating the effectiveness of these initiatives [4] Group 4: Educational and Cultural Integration - The integration of educational resources and cultural initiatives is emphasized, with projects aimed at enhancing awareness of national unity and cultural heritage [5] - The establishment of educational programs in Tibet, such as the "Red History Resource Course," aims to strengthen cultural ties and promote mutual understanding [5] Group 5: Team Building and Governance - The article highlights the importance of team building and governance in enhancing the effectiveness of support work, with a focus on political integrity and adherence to regulations [6] - Training programs and health lectures for staff are being conducted to improve overall competency and well-being, ensuring high-quality support operations [6]