昨日，国家农业农村部就奶业振兴情况举行新闻发布会。会上农业农村部畜牧兽医局二级巡视员王俊勋介绍了有关奶 业振兴的最新进展及行业发展中存在的部分问题。 具体而言，今年中央财政已安排多项自己用于扩大粮改饲实施范围，苜蓿基地建设规模由50万亩增加到100万亩， 1500个奶牛家庭牧场得到改造提升，并增加5000名牧场主和技术骨干培训。而按不完全统计，地方政府今年年内已安 排20多亿用于奶牛扩群增量、加工乳制品及培育乳制品消费。 受国家层面持续资金支持影响，今年前三季全国生鲜乳产量同比增长5.2%；同期乳制品产量增长8.8%；奶牛平均单产 7.8吨，同比提高了400公斤，规模牧场生鲜乳质量达发达国家水平；收益方面，近期规模奶牛养殖收益回复至每头牛 年均约3000元。 消费端方面，去年全年液态奶销售额同比增长7.1%，国产婴配粉销售额同比增速由14.5%上升至21%，市占率进一步 上升。 但同时，国内奶业在发展中还存在不少问题。首先是就生产而言，上游养殖竞争力与发达国家同行业在单产水平、资 源利用效率和劳动生产率等方面还存较大差距。其中，奶牛舍饲养殖成本仍高于发达国家40%至60%；常用饲料玉米 价格亦较国际平均水平高 ...

俄罗斯乌德穆尔特共和国经济部长安娜·斯卢金娜26日接受新华社记者专访时表示，该共和国与中国合 作潜力巨大，双方当下开展经济合作项目恰逢其时。 她认为，该共和国与中国的进出口贸易潜力巨大，双方已在食品供应方面形成密切合作。"中国消费者 非常喜欢俄罗斯的冰激凌和农产品。我们则从中国购买生产设备和技术。中国对俄罗斯和乌德穆尔特共 和国来说是非常重要的经贸合作对象。" 新华社俄罗斯伊热夫斯克9月27日电 专访｜与中国开展经济合作项目恰逢其时——访俄罗斯乌德穆尔 特共和国经济部长斯卢金娜 展望未来，斯卢金娜表示，该共和国政府将为与中国的合作项目保驾护航，努力促进投资合作。乌德穆 尔特共和国已经设立萨拉普尔超前发展区，在税收、手续审批等方面为投资者提供优惠或便利政策。 新华社记者刘恺 孟菁 斯卢金娜还非常希望中国合作伙伴能够在俄罗斯境内实施合作项目。她说，俄方将最大程度降低中国合 作伙伴的成本，提高项目盈利能力。"我认为，现在联合开展合作项目正当其时。" 斯卢金娜表示，该共和国与中国的商品贸易额每年都在增长，同时双方还在推进大型投资项目合作。 乌德穆尔特共和国地处伏尔加河流域中部和乌拉尔山脉西麓，这里能源、冶金、机械制造 ...

Group 1 - The 27th China Ice Cream and Frozen Food Industry Expo has commenced in Tianjin, lasting for three days [1][3] - The expo is recognized as a global event covering the entire ice cream industry chain, attracting participants from countries including China, Russia, Belarus, Italy, and Belgium [3][5] - The event features various exhibits, including ice cream production techniques and related products, with significant participation from overseas buyers [5][7][10] Group 2 - Attendees are engaging in product tastings and exploring ice cream-related products, showcasing the industry's innovation and diversity [9][12][14] - The expo serves as a platform for business negotiations and collaborations among suppliers and buyers in the ice cream sector [7][10][16]

Core Insights - The article highlights the success of LABUBU, a character from the Chinese cultural brand Pop Mart, which has gained immense popularity at the 2025 China International Service Trade Fair, showcasing a unique cultural phenomenon among young consumers [5][9][12] Group 1: Emotional Consumption - LABUBU's design, characterized as "ugly-cute," resonates with young consumers' aesthetic preferences, serving as a means for emotional expression and social identity [8][9] - A report indicates that nearly 60% of young people are willing to pay for emotional value, reflecting a 16.2% increase from 2024, with an average monthly expenditure of 949 yuan on emotional consumption [9] Group 2: Storytelling in IP - LABUBU is not just a toy; it is part of a broader narrative universe with distinct character backgrounds, enhancing its market appeal [10][11] - Successful cultural products often incorporate rich storytelling elements, which foster emotional connections and increase consumer purchase intent [12][13] Group 3: Differentiation Strategy - The global cultural trade has expanded significantly, with the value increasing from $150 billion in 2000 to over $1 trillion by 2024, representing 9% of total global service trade [14] - Chinese cultural products, including LABUBU, are increasingly entering international markets, employing differentiation strategies tailored to local consumer preferences [14][15]

Group 1 - The core point of the article is that IKEA is struggling to maintain its market position in China despite launching a price reduction strategy and introducing over 150 lower-priced products, with a significant investment of 160 million RMB [1][4] - The decline in IKEA's sales in China is evident, with a reported revenue of 11.15 billion RMB for the fiscal year 2024, which is nearly 1 billion RMB less than the previous year and approximately 30% lower than in 2019 [4] - The article suggests that the issue is not solely about pricing but rather a shift in consumer preference towards local brands, indicating that IKEA's efforts may be ineffective in regaining consumer interest [3][4] Group 2 - The article highlights that IKEA's pricing strategy, including significant discounts, has not led to an increase in sales, suggesting that price reductions alone are not sufficient for business recovery [4] - It points out that IKEA's shipping fees, which are perceived as high by Chinese consumers, hinder potential sales, as customers are accustomed to free shipping from e-commerce platforms [6][7] - The article criticizes IKEA's approach to pricing and shipping, indicating that the company's strategies may appear impressive but fail to address fundamental consumer expectations in the Chinese market [7]

Core Viewpoint - The performance of Yili in 1H25 demonstrates its long-term competitive advantages, with a revenue growth of 3.4% year-on-year despite industry challenges and declining demand [1] Group 1: Revenue and Profitability - Yili's liquid milk revenue only decreased by 2.1% year-on-year, significantly less than major competitors [1] - Core operating profit increased by 26% year-on-year, with a core operating profit margin expanding by 2.4 percentage points, attributed to a decrease in raw milk prices and a reduction in overall expense ratios [1] - The contribution of new retail channels to liquid milk revenue was nearly 30%, while new product revenue contributed approximately 15% [2] Group 2: Competitive Advantages - Yili has stronger channel control, actively providing benefits to distributors to ensure their profitability, which motivates them to promote Yili products [1][2] - The company has a more balanced product structure compared to major competitors, with double-digit revenue growth in categories like milk powder, cheese, and ice cream, which collectively contributed over 40% to total revenue [2] - Yili has found a better balance between sales volume, price, and product structure, ensuring stable market share despite a slight decline in liquid milk revenue [2] Group 3: Future Outlook - Revenue trends are expected to maintain in 2H25, but profit margins may face pressure due to narrowing declines in raw milk prices, continued product structure decline, increased industry promotions, and strategic benefits to channels [3] - The company forecasts a 1.0 percentage point expansion in operating profit margin to 10.9% for the full year 2025, with net profit margin increasing by 2.2 percentage points to 9.5% [3] - Market sentiment is expected to improve, with an upgrade to "buy" rating due to Yili's stronger performance resilience compared to competitors, enhancing investor confidence [3]

Group 1 - The "2025 Autumn Consumption Season" was launched on August 30, transforming Xinmin Street into a popular city walk destination with thousands of visitors [1][3] - Eight themed zones were created, each offering immersive experiences and showcasing local products, including traditional crafts and specialty items from Jilin [3][5] - Various local businesses participated, featuring products such as Mid-Autumn gift boxes, new beer cans, and health products, contributing to a vibrant shopping atmosphere [5][7] Group 2 - The event attracted a diverse crowd, including students and tourists, who expressed excitement over the variety of offerings, including local delicacies and high-end hotel food [7][9] - The festival included interactive elements such as a flower and gardening area, financial and logistics information, and entertainment like parades and performances, enhancing the overall experience [11][19] - The atmosphere was lively, with performances and interactions that created a festive environment, reminiscent of an outdoor music festival [17][19]

Group 1: Shanghai Cooperation Organization (SCO) Summit - The 2025 Shanghai Cooperation Organization Summit will be held in Tianjin from August 31 to September 1, marking China's fifth time hosting the summit and the largest since the organization's establishment [1] - The SCO has developed into a significant international organization over 24 years, representing about half of the world's population and a quarter of the global economy [3] - In 2024, trade between China and SCO member states, observer countries, and dialogue partners reached a record $890 billion, accounting for 14.4% of China's total foreign trade [3] Group 2: Tianjin Port as a Hub - Tianjin Port is actively playing its role as an international hub, with 11 container ships from SCO countries docking this week, making it a key gateway for trade with SCO nations [4] - The port has become a world-class international hub, showcasing its development achievements during the "World Mayors Dialogue - SCO Summit Cities" event [6] - The port's operations are now highly automated, utilizing AI transport robots and automated cranes, significantly reducing the need for manual labor and increasing efficiency [8][10] Group 3: Green and Smart Port Initiatives - Tianjin Port is recognized for its green initiatives, including wind and solar energy generation, with over 220 high-power charging stations and nearly 50 shore power systems for vessels [12][14] - The port's shore power is 100% sourced from renewable energy, contributing to its reputation as a green development model [14] Group 4: Trade Growth with SCO Countries - Trade between China and other SCO member states has been consistently increasing, with goods trade exceeding $290 billion in the first seven months of this year [17] - The port has established shipping trade relations with over 500 ports in more than 180 countries and regions, enhancing international logistics channels with SCO countries [15] Group 5: Agricultural Trade and Cooperation - Agricultural trade among SCO member states is becoming a new growth point, with China importing high-quality agricultural products from Kazakhstan [19][21] - The establishment of the "SCO Agricultural Technology Exchange Training Base" in Kazakhstan highlights the collaborative efforts in agricultural technology and trade [21] - In the first seven months of 2025, China's import and export volume with SCO countries via land transport reached 677.4 billion yuan, with a year-on-year increase of 7.4% [27]

Group 1 - The opening of the Taishan People's Square has increased community engagement and sales for local businesses, indicating a positive trend in the local economy [1] - The "University Road Market" in Yangpu District has successfully attracted a young customer base, exceeding initial expectations for business performance [1] - The local government is actively improving the business environment, as expressed by small business owners who feel a supportive atmosphere [1] Group 2 - A resident suggestion meeting at Taishan People's Square highlighted community involvement in decision-making, with residents voicing concerns about local amenities and receiving immediate responses from authorities [2] - The project aims to address the needs of residents from nearby old neighborhoods, with a focus on improving local infrastructure and services [2] - The collaboration between businesses and residents is emphasized, with local businesses like the bakery deeply integrated into the community [2] Group 3 - The University Road Market has implemented a management guideline for outdoor seating to resolve previous conflicts among vendors, promoting orderly competition [3] - The street has hosted nearly 90 themed events over two years, enhancing community engagement and attracting significant foot traffic [4] - A streamlined service mechanism has been established to assist businesses in organizing events, allowing them to focus on customer engagement and sales [4] Group 4 - The Taishan People's Square project exemplifies a collaborative approach between various government departments to ensure efficient project execution [5] - Enhancing the local business environment relies on proactive engagement from community leaders, balancing the interests of market participants and residents [6]

Group 1 - The "cooling economy" is thriving in response to ongoing high temperatures, with various innovative solutions emerging to meet consumer demand for relief from the heat [1][2] - Underground air-raid shelters are being transformed into "cooling havens," offering recreational activities and dining experiences, showcasing a creative adaptation of existing infrastructure [1] - The "lazy economy" is gaining traction as more consumers opt for home-based cooling solutions, leading to a surge in sales of convenient food items and increased subscriptions to online entertainment platforms [1] Group 2 - The export of cooling products from China, such as ice cream and air conditioning units, has seen significant growth, with notable increases in sales figures for various regions [2] - The "cooling economy" is not only creating new consumer markets but also driving advancements in manufacturing and technology, highlighting the importance of aligning production with consumer needs [2] - Companies that can effectively respond to consumer demand for cooling products and services are positioned to convert these "cool resources" into substantial revenue streams [2]