一是依托网络交易数据监测监管平台，对辖区网站、网店、平台、公众号、APP等开展节后网络巡查， 重点监测食品、药品、化妆品、保健品、美容服务等节后热销品或服务类，严格规范商家未按要求展示 相关经营许可信息、备案凭证等信息，严厉查处虚假、引人误解及除医疗、药品、医疗器械广告外使用 医疗用语等违法广告行为；二是紧扣2月1日起实施的《直播电商监督管理办法》和《网络交易平台规则 监督管理办法》围绕《中华人民共和国电子商务法》《中华人民共和国消费者权益保护法》《中华人民 共和国网络安全法》等法律，督促相关经营主体严格履行亮照经营、资质核验、商品管控、售后保障等 义务，推动网络经营市场主体建立健全网络机制管理体系，建立专人负责制，专人审核制，认真做到及 时发现问题及时规避处理；三是聚焦群众反映强烈的直播带货乱象、"幽灵外卖"、无证经营、夸大功效 宣传等民生领域问题，加强线上线下联动监管，本着"发现一起、查处一起、规范一片"的核心理念，持 续净化网络市场经营环境。 供稿：郭利军 编辑：秦嘉遥 初审：李 娜 校对：刘晓宇 复审：刁海倩 终审：任长青 节后复工三举措推动网络市场监管 春节假期结束，为持续规范网络市场交易秩序、压实 ...

声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月25日，益丰药房跌0.37%，成交额2.14亿元。两融数据显示，当日益丰药房获融资买入额760.34万 元，融资偿还716.67万元，融资净买入43.67万元。截至2月25日，益丰药房融资融券余额合计8365.55万 元。 融资方面，益丰药房当日融资买入760.34万元。当前融资余额8259.75万元，占流通市值的0.28%，融资 余额低于近一年30%分位水平，处于低位。 分红方面，益丰药房A股上市后累计派现28.52亿元。近三年，累计派现19.46亿元。 机构持仓方面，截止2025年9月30日，益丰药房十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1.99亿股，相比上期减少3819.35万股。南方中证500ETF（510500）位居第七大流通股 东，持股881.27万股，相比上期减少17.31万股。交银新成长混合（519736）位居第八大流通股东，持股 845.41 ...

海南封关看变化：春节假期离岛免税购物金额同比增长30.8% "我们提前备足货源，还推出了线上线下联动的多重优惠。"cdf海口国际免税城运营部相关负责人介 绍，春节期间销售额相比平时有明显增长，客流量也大幅增加。"为保障春节期间销售，我们提前三个 月开始备货。"cdf三亚国际免税城香化区销售人员说，春节前两周店内客流就明显增加，特别是生肖主 题的限量款商品，备受游客的青睐。 2月23日，消费者在cdf海口日月广场免税店购买免税品。中新网记者 王子谦 摄 "我们安排专人开展集中审单，加紧办理'首发首秀'、热销商品的出库销售，为应对春节购物高峰，全 天候保障免税品通关调拨，大幅提升了免税品的物流周转效率。"海口海关所属三亚海关副关长甘佳勇 说。 海口海关口岸监管处副处长杜婕介绍，春节期间海口海关通过智慧监管系统，关注全省12家离岛免税店 客流、热销商品库存和提货点排队情况，动态调整监管资源，全链条提升海关监管效率，为旅客提供一 流的购物体验。(完) 中新网海口2月24日电 (王纯豪 吕德积)春节期间，海南离岛免税市场迎来消费高峰。海口海关24日披 露，2026年春节假期(2月15日至23日)，海口海关共监管离岛免税 ...

距离新郑综合保税区不远处的郑州机场西货运区，也是同样的繁忙景象。每天凌晨，跨境电商包机排队 起飞，将年味十足的中国好物送往世界各地。"春节不打烊，通关不停歇。机场海关节日期间始终坚守 岗位，以最优质的服务、最高效的监管，为跨境电商企业保驾护航，助力更多'中国好物'通过空中丝绸 之路走向世界。"郑州机场海关有关负责人说。 "姑姑，春节快乐，这是给你的礼物，祝你越来越年轻。"2月18日，开封市民樊东提着一个精致的进口 化妆品礼盒，笑着递到亲朋的手中。这盒新春礼物来自郑州的跨境电商海淘大仓，前一天下午到达他的 手中。 面对"春节档"的消费热潮，跨境电商企业早早开始备货，而高效的物流通关是确保年货及时送达的关 键。这几天，综保区主卡口依然车流不息。一辆辆满载进口美妆产品的集装箱货车缓缓驶入通道，仅车 头进入通道检测区域，高清摄像头瞬间锁定车牌，道闸自动抬起，整套流程一气呵成——从识别到放行 仅需短短数秒。这批完成"秒速"过卡的货物，随即被分拨至全国各地的仓储网络，静待进入寻常百姓 家。 高效的背后，是物理车牌智能系统的持续发力。"这个系统能够将车辆通关时间压缩至极致，确保物流 生命线在旺季依然畅通无阻。"新郑海关有关 ...

2026 年农业食品行业年度策略："误解"的 消费，农业食品中的"健康" 、 "快乐" 、 "划 算" 一、研究背景评估 二、范围与边界确认 三、核心摘要提炼 四、关键数据抓取与呈现 第 1页 共 5页 银发经济与年轻群体保健意识觉醒双轮驱动，我国保健品人均消费额仅为美国的 1/5，渗透 率差距显著。运动营养、体重管理等细分赛道增速亮眼（运动营养 2016-2023 年 CAGR 25.1%）。 电商渠道占比已提升至 46%，进口品牌加速进入，国内企业通过海外并购构建全球品牌矩阵。 第 2页 共 5页 五、风险与机遇诊断 一、研究背景评估 | 评估维度 | 说明 | | --- | --- | | 研究机构 | 中航证券有限公司研究所 | | 权威性说明 | 中航证券是具备中国证监会批准的证券投资咨询业务资格的持牌机构。本报告署名分析师彭海兰、陈翼均具备证券投资咨询 | | | 执业资格，彭海兰为农林牧渔行业首席分析师，拥有超过 10 年大宗商品研究经验，团队专业背景扎实。报告大量引用联合 | | | 国粮农组织、国家统计局、艾媒咨询、欧睿国际等权威第三方数据，研究方法严谨，在农业食品产业研究领域具备较强公信 ...

近年来，东阿阿胶（000423）把培育"第二增长曲线"放在公司发展的紧要位置。2月11日，东阿阿胶宣 布，拟以14.85亿元投资建设健康消费品产业园项目，将匹配年轻消费群体对滋补健康产品的消费诉 求。 具体来看，2月11日，东阿阿胶发布公告称，公司拟以14.85亿元（其中固定资产投资14.21亿元，铺底流 动资金0.64亿元）的自有资金投资建设健康消费品产业园项目，用于药食同源食品、保健品、功能性食 品等健康消费品的生产与配套仓储物流、质检中心、新品孵化中心、电商分拣及药品成品仓储等。 据了解，东阿阿胶主要从事阿胶和阿胶系列及其他中成药等产品的研发、生产和销售。 目前，东阿阿胶阿胶及系列产品为公司贡献较大营收。2025年上半年，东阿阿胶来自阿胶及系列产品的 营业收入为28.45亿元，占比超九成。 值得一提的是，近年来，东阿阿胶逐渐面临原材料供应紧张的情况。近年来，国内驴存栏量下降已成为 行业共识，阿胶的主要原料驴皮也随之紧俏。 据了解，近年来，全国各地驴肉价格呈现快速上涨态势，从活驴收购到终端零售均承受一定压力。截至 2026年初，驴肉价格仍处于高位。 东阿阿胶曾在2025年半年报中直言，随着农业运输机械化的 ...

近年来，东阿阿胶（000423）把培育"第二增长曲线"放在公司发展的紧要位置。2月11日，东阿阿胶宣布，拟以14.85亿元投资建设健康消费品产业园项目， 将匹配年轻消费群体对滋补健康产品的消费诉求。 具体来看，2月11日，东阿阿胶发布公告称，公司拟以14.85亿元（其中固定资产投资14.21亿元，铺底流动资金0.64亿元）的自有资金投资建设健康消费品产 业园项目，用于药食同源食品、保健品、功能性食品等健康消费品的生产与配套仓储物流、质检中心、新品孵化中心、电商分拣及药品成品仓储等。 据了解，东阿阿胶主要从事阿胶和阿胶系列及其他中成药等产品的研发、生产和销售。 目前，东阿阿胶阿胶及系列产品为公司贡献较大营收。2025年上半年，东阿阿胶来自阿胶及系列产品的营业收入为28.45亿元，占比超九成。 值得一提的是，近年来，东阿阿胶逐渐面临原材料供应紧张的情况。近年来，国内驴存栏量下降已成为行业共识，阿胶的主要原料驴皮也随之紧俏。 据了解，近年来，全国各地驴肉价格呈现快速上涨态势，从活驴收购到终端零售均承受一定压力。截至2026年初，驴肉价格仍处于高位。 东阿阿胶曾在2025年半年报中直言，随着农业运输机械化的提高和城镇 ...

Investment Rating - The industry investment rating is "in line with the market," indicating that the industry index is expected to fluctuate between -10% to 10% relative to the CSI 300 index over the next six months [115]. Core Insights - The food and beverage sector experienced a slight increase of 0.55% in January 2026, with a total trading volume of 32.16 billion shares, reflecting a decrease in trading activity compared to December 2025 [7][8]. - Key sub-sectors related to the Spring Festival, such as prepared foods, snacks, and alcoholic beverages, saw price increases, while previously strong sectors like soft drinks and dairy products experienced declines [9][13]. - The investment growth in the food and beverage manufacturing sector remained high in the first half of 2025 but showed signs of decline in the second half, with a notable contraction in the production of liquor and dairy products [7][36]. - The report recommends focusing on investment opportunities in prepared foods, soft drinks, health products, baking, and snacks, with a suggested stock portfolio including companies like Baoli Food, Li Gao Food, and Xianle Health [7][110]. Summary by Sections 1. Market Performance - In January 2026, the food and beverage sector's performance ranked sixth from the bottom among 31 primary industries, indicating a weak overall market trend [13][22]. - The proportion of stocks that increased in value reached 64.84%, with significant improvements in sectors like prepared foods and snacks [25][26]. 2. Valuation - As of January 31, 2026, the food and beverage sector's valuation stood at 19.33 times earnings, which is relatively low compared to historical averages [18][22]. - The liquor sector's valuation was 17.76 times, also at a historical low, while other segments like snacks and prepared foods had significantly higher valuations [18][22]. 3. Individual Stock Performance - Stocks in the snack and prepared food sectors showed strong performance, with notable increases in companies like Qianwei Yangchun and Haoxiangni [26][31]. - The liquor sector displayed mixed results, with some brands like Huangtai Liquor and Water Well Liquor performing well, while others like Yanghe and Moutai faced declines [31][32]. 4. Investment Trends - The food and beverage manufacturing sector's investment growth was robust in early 2025 but began to decline in the latter half of the year, reflecting cautious investment behavior amid rising costs [33][36]. - The production of fresh and frozen meat maintained high growth, while liquor and dairy products continued to see production declines [38][39]. 5. Import and Price Trends - In 2025, imports of corn and wheat saw significant declines, while imports of high-end dairy products and nuts experienced growth [54][56]. - Domestic prices for raw milk are stabilizing, while prices for oils and vegetables are showing upward trends [81][82].

Core Viewpoint - The establishment of the "Nutrition and Health Food Joint Research Center" by Shuanghui Development and the Chinese Academy of Agricultural Sciences marks a significant step towards enhancing technological innovation and industry upgrading in the food sector, aligning with national health strategies and consumer demands for healthier food options [3][5][9]. Group 1: Strategic Importance - The shift in consumer dietary needs from "eating enough" to "eating healthily" is emphasized as a critical trend, necessitating the development of nutritious food products [3][5]. - The collaboration with a national research institution signifies a strong partnership aimed at integrating scientific research with industry practices, which is essential for advancing the food sector [5][9]. Group 2: Research Center Objectives - The Joint Research Center will focus on key areas such as children's food, senior nutrition, and functional health foods, providing comprehensive research support [7]. - Five core strategic directions have been established for the center, including: - Technological breakthroughs in major research projects [7]. - Precision in developing low-GI foods and organic products to meet diverse nutritional needs [7]. - Accelerating the transformation of research outcomes into market-ready products [7]. - Cultivating innovative talent through deep integration of industry and academia [7]. - Leading industry standards and participating in national research projects [7]. Group 3: Industry Impact - The partnership is expected to bridge the gap between research and market application, fostering a technology-driven innovation system that benefits both Shuanghui and the Chinese Academy of Agricultural Sciences [9]. - This initiative is anticipated to enhance Shuanghui's position in the meat protein supply sector while providing practical applications for the research outcomes of the Chinese Academy [9]. - The establishment of the center signals a new phase in the Chinese food industry, focusing on high-quality development driven by technological innovation, ultimately benefiting consumers with healthier food choices [9].

Investment Rating - The industry investment rating is "in line with the market," indicating that the industry index is expected to fluctuate between -10% and +10% relative to the CSI 300 index over the next six months [115]. Core Insights - The food and beverage sector experienced a slight increase of 0.55% in January 2026, with a total trading volume of 32.16 billion shares, reflecting a decrease in trading activity compared to December 2025 [7][8]. - Key sub-sectors related to the Spring Festival, such as prepared foods, snacks, and alcoholic beverages, saw price increases, while previously strong sectors like soft drinks, dairy, condiments, and meat products experienced declines [9][13]. - The investment in the food and beverage manufacturing industry continued to show high growth levels in early 2025, but the growth rate has been declining since the second half of 2025 [33][36]. - The report recommends focusing on investment opportunities in prepared foods, soft drinks, health products, baking, yeast, and snacks, with a suggested stock portfolio including companies like Baoli Food, Lihigh Food, and Xianle Health [110][112]. Summary by Sections 1. Market Performance - In January 2026, the food and beverage sector's performance ranked sixth from the bottom among 31 primary industries, indicating a weak overall market trend [13][22]. - The sector's trading volume decreased significantly, with a drop of 74.24 billion shares compared to the previous month [8]. 2. Valuation - As of January 31, 2026, the food and beverage sector's valuation stood at 19.33 times earnings, which is relatively low compared to historical levels [18][22]. - The valuation of the liquor sector was 17.76 times, also at a historical low, while other segments like snacks and condiments had significantly higher valuations [18]. 3. Individual Stock Performance - In January 2026, 64.84% of individual stocks in the sector saw price increases, with notable performances in prepared foods and snacks [25][26]. - Specific stocks such as Qianwei Yangchun and Haoxiangni showed substantial gains, while traditional liquor brands experienced mixed results [31][32]. 4. Investment Trends - The food and beverage manufacturing sector's fixed asset investment grew by 22.9% year-on-year in 2024, but showed signs of slowing down in the latter half of 2025 [33][36]. - The production of key products like fresh meat and edible oil maintained growth, while categories like wine and dairy continued to see declines [38][39]. 5. Import and Price Trends - In 2025, imports of corn and wheat saw significant declines, while imports of high-end dairy products and nuts increased [54][56]. - Prices for raw milk are stabilizing, while prices for oils and vegetables are showing upward trends [81][82].