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蓝皮书:中国形成以宁夏为核心、青海甘肃为两翼的枸杞产业集群
Zhong Guo Xin Wen Wang· 2025-07-10 16:06
Core Insights - The "China Goji Berry Industry Blue Book (2025)" indicates that by the end of 2024, China's goji berry planting area will reach 1.5927 million acres, with fresh fruit production at 1.3069 million tons and dried fruit production at 299,600 tons, forming an industrial cluster centered in Ningxia and supported by Qinghai and Gansu [1] Group 1: Industry Overview - By 2024, China's goji berry export volume is expected to stabilize at over 11,000 tons, primarily targeting traditional Asian markets and mainstream consumption markets in Europe and America [1] - The export product range is evolving from initial processed goji berries and goji berry juice to more refined products such as goji berry powder and freeze-dried goji berries, with Ningxia, Shandong, Guangxi, and Guangdong being the main export regions [1] Group 2: Regional Developments - Qinghai province has established the largest organic goji berry base in the country, with a planting area of 210,200 acres, of which 190,500 acres are certified organic, generating over 5 billion yuan in total industry chain value [2] - Gansu province's Jingyuan County has built multiple demonstration bases with a scale of over 10,000 acres, achieving an annual output value exceeding 2 billion yuan, forming a "Northwest Goji Berry Industry Golden Triangle" [2] Group 3: International Trade Dynamics - Vietnam has become the largest trading partner for China's goji berry exports, marking a shift in the international trade landscape, while Guangxi has risen to the third position in export volume due to its land port advantages [2] - This transition signifies a critical step for China's goji berry industry from "raw material export" to "brand export" [2] Group 4: Technological Advancements - Core production areas in China are accelerating technological upgrades, with Ningxia introducing IoT technology for precision planting and achieving a 60% automation rate in processing [2] - The "Chaidamu Organic Goji Berry" brand value has surpassed 3 billion yuan, highlighting the focus on organic demonstration bases in Qinghai and Gansu [2] Group 5: Future Projections - The National Goji Berry Engineering Technology Research Center predicts that by 2025, the proportion of deep-processed goji berry products will increase to 40%, with export prices expected to rise by 20% [3] - Experts recommend leveraging the "Belt and Road" initiative to enhance alignment with international standards and develop high-value-added products such as functional foods and health products [3] - Ningxia plans to implement three major actions: "Quality Improvement," "Brand Strengthening," and "Market Expansion" to promote the goji berry industry towards high-end, intelligent, and international development [3]
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20250710-1
2025-07-10 08:44
冰轮环境技术股份有限公司投资者关系活动记录表 编号:【2025】第 035 号 证券代码:000811 证券简称:冰轮环境 近期,国家核电建设释放提速信号。在这个领域,公司聚焦 核岛冷却、核能供热等核心场景,研发出一系列核岛冷却、冷却 余热回收、安全壳内无动力空冷器、水热同产同送、核能供暖大 温差长输供热等创新技术,为核电站安全稳定运行与清洁能源高 效利用,提供坚实的技术支撑与解决方案。在国内,服务了红沿 河、宁德、阳江、防城港、海阳、徐大堡、三澳、陆丰、太平岭、 苍南、石岛、白龙等核电站。 旗下换热技术公司依托流体动力技术底蕴,创新研发出安 全壳内屏蔽冷却水系统无动力空冷器,批量供货全球首座商用四 代技术高温气冷堆;旗下顿汉布什公司是全球核岛制冷机服务 商,拥有 20 余年核电服务经验,是国家能源局《核空气和气体 处理规范 通风、空调与空气净化 第 18 部分 制冷设备》标准的 主要起草单位,是国内唯一一个在核岛各个区域都有应用且核岛 制冷机品种最全的生产厂家,有着丰富的国内外案例。旗下华源 泰盟公司以荣获国家技术发明二等奖的吸收式换热技术为基础, 与清华大学合作研发出水热同产同送(应用于核能利用海水淡化 ...
毕节新发展示范:超越自然四季皆可游,让人员留下来、产品走出去
Xin Lang Cai Jing· 2025-07-10 04:26
毕节思变,毕节已变。 地处云贵川三省交界的乌蒙山区,曾是全国14个集中连片特困地区之一,乌蒙腹地的毕节市更是"贫中 之贫"。1988年6月,全国唯一以"开发扶贫、生态建设"为主题的毕节试验区建立,并先后被习近平总书 记赋予"为贫困地区全面建成小康社会闯出一条新路子"、"努力建设贯彻新发展理念示范区"的历史使 命。 "示范区"一词承载着开拓创新的精神内核,恰如600年前的彝族女政治家奢香夫人,以非凡胆识凿通乌 蒙绝壁,开辟龙场九驿,打通了贵州连通外界的文明通道。 如今,在乌蒙腹地的毕节,"凿山通途"的开拓和奋斗传统仍在延续。群山众水曾是阻碍,而今成为毕节 文旅发展的独特禀赋。2024年毕节全市接待游客超8800万人次,旅游总收入突破900亿元。 毕节玉簪 花云海景区有着目前已经发现的全世界面积最大的连片野生玉簪花带。 毕节市委宣传部 供图 毕节文旅高人气的背后,是一系列复杂因素化学反应的结果,既得益于先天优势的被有效激发,更离不 开后天的持续努力,贯彻着创新、协调、绿色、开放、共享的新发展理念。 "开拓"意味着要跳出传统思维桎梏,实现发展理念的根本转变。在九洞天,攀岩者可以触摸亿年喀斯特 地貌肌理;游客可以通过 ...
景泽生物IPO:核心产品市场竞争激烈商业化前景不明 部分IPO前投资者已清仓套现离场
Xin Lang Zheng Quan· 2025-07-10 03:17
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 近日,景泽生物医药(合肥)股份有限公司(以下简称"景泽生物")向港交所递交上市申请,拟于港交 所主板上市,联席保荐人为中金公司和国元国际。此前,公司2021年曾计划申请在上交所科创板上市, 并聘请中金公司就中国证监会的要求提供辅导和初步合规咨询。2023年1月,公司开始参加上市辅导, 但截至最后实际可行日期,上市辅导尚未完成。 招股书显示,公司专注于辅助生殖药物和眼科药物两大赛道,目前已有八个候选药物,其中重组人促卵 泡激素冻干粉针剂型产品JZB30已获批并即将推进商业化,预计将于2026年产生收入。此外,重组人促 卵泡激素水针剂、JZB05(抗VEGF眼内注射液)分别处于递交NDA、Ⅲ期临床阶段。 需要关注的是,作为一家刚刚步入商业化阶段的公司,景泽生物JZB30若想迅速打开市场仍将面临较大 挑战。从市场竞争格局看,截至最后实际可行日期,国内市场已有七种重组人促卵泡激素注射液在售, 包括默克的果纳芬®、长春高新旗下金赛药业的金塞恒®、齐鲁制药的安欣保®等。 同时,除公司重组人促卵泡激素水针剂JZB33以及已上市品种之外,国内另有两款进 ...
构建全国枸杞电商价格监测体系 中国枸杞电商价格指数正式发布
Xin Hua She· 2025-07-09 11:49
中国经济信息社新华指数研究院负责人李慧敏表示:"在指数编制过程中,我们建立起覆盖宁夏、青 海、甘肃以及新疆等主要产区的枸杞电商价格数据库,实现对区域公用品牌商品的电商大数据监测,成 功填补了枸杞电商领域定价基准的空白。有力推动了产业向标准化、数字化升级,并为构建健康的市场 生态提供坚实支撑。" 枸杞作为我国历史悠久、文化底蕴深厚的特色农产品,兼具药用、食用和经济价值,在农业结构、健康 产业及文化传承中占有独特地位,已成为宁夏、甘肃、青海等地重要的经济作物之一。以宁夏回族自治 区的中宁县、青海省的都兰县为代表的枸杞主产县区正把发展枸杞产业作为乡村全面振兴的重要工程和 实现生态、绿色、富民的大产业。 (文章来源:新华社) 7月9日,在宁夏中宁举办的第八届枸杞产业博览会闭幕式上,《中国枸杞电商价格指数年度运行报告 (2024-2025)》正式发布。该指数由中国经济信息社与宁夏回族自治区林业和草原局联合编制,是我 国特色农产品数字化监测体系建设的重要成果。 报告指出,2024年我国枸杞电商产业发展呈现整体持续向好的核心趋势,零售额、零售量、成交均价以 及电商主体规模等四大核心指标全线飘红,呈现量价齐升的良好态势。其中 ...
茶颜悦色:从新茶饮到零售创新出海的品牌升维之路
智通财经网· 2025-07-09 04:42
进入2025年,港股茶饮板块的两间公司正在经历冰火两重天式的加冕与洗礼。 智通财经APP获悉,新茶饮第一股"奈雪的茶(02150)"在多年徘徊于盈亏平衡线之后,终于在今年5月上交的2024年全年业绩中录得史无前例的9亿元的"巨 亏"。而股价也从上市首日的最高价18.9港元跌至目前最新1.1港元,累计跌幅为93.6%。 另一厢,于今年3月3日登陆港交所的茶饮新贵"蜜雪冰城(02097)",于2024年全年净利润却高达44.5亿元,股价也由IPO招股价的202港元,增长至昨日收盘的 514港元,更曾于6月4日创下阶段性最高点618港元,累计涨幅2.5~3倍。 奈雪与蜜雪的财务表现对比,折射出行业正面临 "规模效率"与 "品牌价值"的战略选择——据中国连锁经营协会数据,2024 年全国新式茶饮门店超55万家, 同质化竞争导致品牌差异逐渐模煳,而依赖加盟扩张的品牌正承受单店盈利下滑的压力。 当整个行业深陷 "规模焦虑" 之时,茶颜悦色突然官宣以电商平台进军北美市场,扩张零售业务,这一动作不禁引发业界思考:在奈雪与蜜雪的 "两极分化" 之外,跨境零售会否成为茶饮行业突破内卷的未来新路径? 1、有新意的生活方式品牌 自成 ...
第三批中成药集采价格生变!双黄连、红花注射剂“再砍一刀”,价差难题迎破局信号
Hua Xia Shi Bao· 2025-07-08 09:56
Core Viewpoint - The recent price adjustment notification from the Shanghai Sunshine Pharmaceutical Procurement Network has caused significant industry impact, with the second price drop for two major traditional Chinese medicine injections, indicating a strong signal for price control in the industry [1][2]. Group 1: Price Adjustments - The injection price of Shuanghuanglian (600mg) produced by Heilongjiang Songhua River Pharmaceutical Technology Co., has decreased from 19.7 yuan to 12.45 yuan, a reduction of over 36% [1]. - The price of Honghua injection (20ml) from Yabao Pharmaceutical Group has dropped from 74.98 yuan to 50.64 yuan, a decrease of over 32% [1]. - The average price reduction across 174 selected drugs in the third batch of national traditional Chinese medicine procurement reached 68%, marking a record high [2]. Group 2: Industry Context - The third batch of national traditional Chinese medicine procurement began in December 2024, led by the Hubei Provincial Medical Insurance Bureau, involving 95 generic products and 400+ companies [2]. - The price of Qingkailing injection (2ml) from Shanxi Taihang Pharmaceutical dropped by 93.8%, from 16.08 yuan to 0.99 yuan, setting a new price benchmark [2]. - The price adjustment reflects the urgent need for price balance in traditional Chinese medicine, as the industry has long faced issues of inflated prices and significant price differences among similar products [8]. Group 3: Regulatory and Market Implications - The price adjustments are part of a broader effort to address the price disparity issues that have emerged during the procurement process, which have hindered the effectiveness of price reductions [9]. - Starting from April 2025, the results of the third batch of traditional Chinese medicine procurement will be implemented nationwide, with 25 provinces already confirming execution dates [8]. - The Hubei Province plans to initiate the fourth batch of traditional Chinese medicine procurement this year, aiming to further optimize pricing calculation methods and quality standards [9].
“锦波不是医美企业”,山西女首富计划减持14亿
"锦波生物并非医美企业" 胶原蛋白赛道,造富神话还在持续。 技术受制于人的困境,促使她与丈夫任先炜注资50万元创立锦波生物,进军当时全球科研界尚未攻克的 重组人源化胶原蛋白领域。 这笔累计高达34亿元、涉及两大富豪家族的巨额交易迅速引发市场关注。技术垄断与资本巨头的深度捆 绑,能否重构产业权力格局。 在胶原蛋白三类医疗器械领域保持100%市场占有率的锦波生物,此次引入的不仅是34亿元资金,更是 钟睒睒系庞大的渠道资源与医疗产业布局。 6月底,锦波生物(832982.BJ)官宣将与钟睒睒旗下养生堂达成两项深度合作。 其一养生堂将全额认购锦波生物不超20亿元定增募资事项;其二旗下杭州久视以14.03亿元受让锦波生 物实际控制人杨霞持有的5%股份。 钟睒睒,中国前首富、农夫山泉创始人;杨霞,山西女首富,北交所股王——锦波生物创立者兼掌舵 人。 资本市场的应激反应已现端倪。公告发布次日,锦波生物股价单日涨幅达8.67%。 这笔涉及"北交所股王"关键股东位让渡的交易,若顺利实施,钟睒睒将间接控制锦波生物10.58%的股 份,跃居锦波生物第二大股东职位,而杨霞也将成为北交所史上实控人减持规模之最。攻克胶原蛋白重 组无人区 ...
小山村“咖”位大
Jing Ji Ri Bao· 2025-07-07 01:20
原标题:小山村"咖"位大 背靠巍峨的高黎贡山,面向奔涌的怒江,得天独厚的自然条件——千米海拔、年均25℃气温、700毫米 降水以及干热河谷气候,铸就了保山小粒咖啡"浓而不苦、香而不烈、略带果酸"的独特风味。 位于云南省保山市隆阳区潞江镇潞江坝的新寨村被誉为"咖啡第一村"。这里有70多年咖啡种植历史、种 植面积超万亩。近年来,新寨村更是依托"保山小粒咖啡"品牌,推动普通咖啡向精品咖啡转型升级,探 索咖旅融合新玩法,用一杯咖啡,酿出乡村全面振兴的醇厚滋味。 立足优势转型精品 走进新寨村,漫山遍野的咖啡树连成片,郁郁葱葱向山上延伸。新寨村种植咖啡的历史可以追溯至上世 纪50年代,村民从上世纪80年代起开始大规模种植咖啡,最终形成了如今的万亩规模。凭借地理优势, 新寨村较早建立了咖啡豆产业化种植体系,形成完整产业链。 然而,新寨村的咖啡产业发展之路却并非一帆风顺,也曾一度"苦涩"。10多年前,与云南许多产区一 样,新寨村也曾面临咖啡豆收购价低迷、咖啡豆卖不出好价钱的窘境,咖农收益微薄甚至亏损,有些村 民无奈欲砍掉咖啡树改种其他经济作物。 "当时咖啡价格低迷,咖农赚不到钱,种植意愿锐减。我们召集村干部开会,让大家统一思 ...
中国公司收购「英国版lululemon」; 奢侈品行业或进一步恶化;胖东来上半年销售额超117亿|品牌周报
3 6 Ke· 2025-07-06 13:53
Group 1: Acquisition and Business Expansion - Baozun has completed the acquisition of the UK high-end yoga wear brand Sweaty Betty's business in China, marking its third international brand acquisition after Gap and Hunter [1] - Sweaty Betty, founded in 1998, is known for its stylish yoga pants and has a price range of 750 to 1180 RMB, slightly higher than some core products of lululemon [1] - The acquisition will be managed by the same team responsible for Gap and Hunter, indicating Baozun's strategy of leveraging local design and supply chain capabilities to restructure overseas brands' operations in China [1] Group 2: Financial Performance - Baozun's Q1 2025 revenue reached 284 million USD, reflecting a year-on-year increase of 3.27% [2] - Armani Group reported a 6% decline in annual revenue to 2.3 billion euros for 2024, with a significant drop in operating profit by nearly 69% to 67 million euros [4] - LVMH and Kering are dragging down the luxury sector, with a projected 3% decline in organic sales for Q2 2025, worsening from a 1% decline in Q1 [3] Group 3: Market Trends and New Products - The luxury goods market is facing increased pressure due to currency fluctuations and decreased purchasing power among tourists from China and the US [3] - Color Wow, a US haircare brand, has been acquired by L'Oréal, with its sales estimated to be slightly above 300 million USD [5][6] - HOKA ONE ONE launched the new Rocket X 3 racing shoes, featuring advanced materials for improved performance [10] Group 4: Brand Developments - The Chinese high-end fragrance brand Wenxian has launched its seventh season of products, focusing on traditional Chinese scents [7] - Emis has opened its third pop-up store in Hangzhou, following successful openings in Shenzhen and Chengdu, targeting a younger demographic [13] - Kappa's parent company, China Dongxiang, reported a revenue decline of 3.7% to 1.68 billion RMB but achieved profitability with a net profit of 207 million RMB [23]