Core Insights - The "Good Goods Selection and New Year Goods Festival" in Guiyang Comprehensive Bonded Zone has successfully attracted a large number of visitors, showcasing a variety of products from local specialties to international imports [1][3] Group 1: Event Overview - The shopping festival features over 10 quality trading companies and hundreds of product categories, with more than 60% of the goods being imported [3] - The event emphasizes the "bonded import" attribute, allowing consumers to experience a new shopping model of "buying global at their doorstep" [3] Group 2: Consumer Experience - Local residents have expressed satisfaction with the pricing, noting that some items are significantly cheaper compared to supermarkets, enhancing the convenience of shopping [3] - Popular products include Danish cookies, Italian chocolates, and Vietnamese dried fruits, with sales exceeding 10,000 yuan within the first two hours of the event [5] Group 3: Local Products - Local flavors are also in high demand, with products like spicy potato chips and Guizhou-style pork attracting considerable attention from shoppers [5] - The event allows local businesses to expand their sales channels while providing consumers with a wide range of quality goods [7] Group 4: Government and Business Collaboration - The shopping festival is a practical implementation of the Guiyang Comprehensive Bonded Zone's policy advantages, aimed at boosting domestic demand and benefiting the public [7] - The initiative is characterized by a "government platform, business performance" approach, facilitating a one-stop shopping experience for consumers while supporting local enterprises [7]

素有"维C黄金"之称的贵州刺梨，凭借持续的产品创新与全产业链发力，不仅在国内市场迎来产销两旺的新春热潮，更成功扬帆南洋开拓海外新赛道。 产品创新是抢占市场的核心竞争力。贵州海科实业发展有限公司是贵阳一家特色果蔬研发企业，正在以科技创新激活特色农产品新活力。眼下，研发人员正 在调试刺梨气泡水等新配方。深耕刺梨的初好企业也凭借"极简配方"和年轻化设计广受市场青睐。 贵州海科实业发展有限公司科技创新中心副部长研发主管孟洋介绍，公司目前在做的是刺梨的气泡水，还有刺梨、红茶三个产品，计划完善果汁产线，推动 刺梨、蓝莓、枇杷、草莓等特色果蔬的产品上市，同时探索非热加工在奶制品、咖啡、茶叶等领域的应用。 贵州初好农业科技开发有限公司生产总监陈先金说，在今年推出了"吉梨到"系列，共有五个产品，包括吸嘴袋类产品和玻璃瓶的、果汁类的和果冻类的，这 一类新的系列产品，现在生产这方面是实现两条线，二十四小时不间断的生产，截至目前，企业整个的产能是全速数拉满的，玻璃瓶类的产品已经做到接近 500万支，吸嘴袋的产品也接近300万袋。 贵州海科实业发展有限公司科技创新中心副部长、研发主管孟洋 贵州初好农业科技开发有限公司生产总监陈先金 马 ...

"幸运锦鲤"抽奖环节将现场气氛推向高潮，中奖职工代表登台领取包含"百香百色"全系产品及合作商户 优惠券的"超级年货惊喜大礼包"，喜悦之情感染了在场的每一个人。 活动现场还特设"年味"体验专区，市书法家协会的书法家们挥毫泼墨，开展"送万福、进万家"公益书写 活动。一副副春联、一张张福字，寄托着对新春的美好祝福，为现场增添了浓浓的文化年味。 2月6日上午，广西百色市"百香百色・惠暖职工"消费帮扶新春行动暨"工巧红城 会聚添彩"职工欢乐汇 启动仪式在百香百色区域公用品牌展示馆举行。市人民政府副市长黄彩雪出席并宣布消费帮扶新春行动 启动，市总工会党组书记、常务副主席樊琳娜出席启动仪式并致辞，市直基层工会、各县（市、区）工 会代表、合作企业代表及职工代表600余人齐聚一堂，共同开启这场集品鉴、互动、消费帮扶于一体的 新春盛宴。 活动现场人头攒动、暖意融融。百香百色区域公用品牌展示馆内，芒果干、野生古树茶、山茶油、刺梨 汁等特色农产品琳琅满目，职工群众驻足品鉴、咨询选购，现场购销两旺。 百色优质农产品资源丰富，"百香百色"作为市级农产品区域公用品牌，凝聚着12个县（市、区）的乡土 底蕴与产业希望。本次活动由市总工会、市融 ...

Core Viewpoint - The article highlights the collaboration between Guangdong and Guizhou provinces to promote local products from Guizhou, particularly focusing on the successful marketing of unique agricultural products like blueberries, prickly pears, and sour soup through innovative media and e-commerce strategies [1][4][66]. Group 1: Blueberry Industry - The "乡村振兴购物车" initiative aims to enhance the visibility and sales of Guizhou's blueberries, leveraging the region's ecological advantages and modern agricultural practices [6][12]. - Majiang County, known as the "Blueberry Town," has established a modern agricultural industrial park, promoting organic cultivation and achieving national geographic indication product certification for its blueberries [16][17]. - The blueberry industry in Majiang is projected to reach a planting area of 250,000 acres and a total output of 150,000 tons by 2028, with an estimated annual output value of 6 billion yuan [28][29]. Group 2: Prickly Pear Industry - The initiative also focuses on the prickly pear industry in Longli County, which benefits from favorable climatic conditions and has been recognized for its high vitamin C content [31][34]. - Longli County is developing a comprehensive prickly pear processing industry, integrating standardized planting, large-scale harvesting, and high-tech processing to transform prickly pears into valuable products [39][40]. - The prickly pear industry has expanded significantly, with over 100,000 acres planted and more than 7,000 households involved, contributing an average income increase of 4,000 yuan per household [49]. Group 3: Sour Soup Industry - The sour soup industry in Anshun is highlighted as a key player in promoting local cuisine, with the potential to reach a total output value of approximately 8 billion yuan by 2025 [62]. - The industry is supported by technological advancements and market strategies, with companies like Nanshanpo leading the way in production capacity and innovation [58][60]. - Anshun aims to establish itself as a core production area for sour soup, leveraging its historical significance and culinary heritage to drive regional economic development [64][65].

Core Viewpoint - Oriental Selection reported a significant revenue growth in FY26H1, achieving total revenue of 2.312 billion yuan, a year-on-year increase of 5.72%, and a 17% increase when excluding revenue from the Huizhong live streaming room [1] Financial Performance - Total revenue for FY26H1 reached 2.312 billion yuan, with a year-on-year growth of 5.72% [1] - Gross margin increased by 2.8 percentage points to 36.4% [1] - Net profit and adjusted net profit turned positive, reaching 239 million yuan and 258 million yuan respectively [1] Operational Metrics - Gross Merchandise Volume (GMV) for FY26H1 was 4.1 billion yuan, with a 16.4% year-on-year growth when excluding Huizhong [1] - Self-operated product revenue grew by 18.1% to 2 billion yuan, accounting for 52.8% of the company's GMV [1] - Douyin contributed significantly to the overall GMV, while revenue from the company's own app increased from 500 million yuan in FY25H1 to 600 million yuan, representing 18.5% of GMV [1] Future Outlook - The company has over 800 SKUs as of FY26H1, with expectations to exceed 1,000 SKUs in 2026 [1] - New Douyin accounts have been launched to enhance product exposure and support self-operated and external product promotions [1] - The number of paid members is rapidly increasing, with efforts to improve renewal rates through user research and outreach [1] - The company is also initiating offline store layouts [1] Profit Forecast and Investment Recommendation - The company is projected to achieve a revenue of 4.978 billion yuan and an adjusted net profit of 492 million yuan in the 2026 fiscal year [1] - Based on comparable companies, a PE ratio of 52X is assigned for the 2026 fiscal year, leading to a target price of 27.14 HKD per share, maintaining a "Buy" rating [1]

Investment Rating - The report assigns a "Buy" rating to the company, with a current price of HKD 25.24 and a fair value of HKD 27.14 [8]. Core Insights - The company has shown significant internal growth, particularly in its self-operated products, which are expected to continue expanding [2]. - The company reported a total revenue of RMB 2.312 billion for FY26H1, representing a year-on-year growth of 5.72%, and a notable 17% growth when excluding revenue from a specific live-streaming partnership [13]. - The gross profit margin increased by 2.8 percentage points to 36.4%, driven by a rise in self-operated product revenue, which grew by 18.1% to RMB 2 billion, accounting for 52.8% of the total GMV [14]. Summary by Sections 1. FY26H1 Performance - The company achieved a total revenue of RMB 2.312 billion, with a year-on-year increase of 5.72%. Excluding the impact of a specific partnership, the revenue growth was 17% [13]. - The net profit reached RMB 239 million, marking a return to profitability [13]. 2. Main Business Tracking - Self-operated products have expanded significantly, with SKU numbers exceeding 800, becoming a major component of GMV [21]. - The self-operated app's revenue increased from RMB 500 million in FY25H1 to RMB 600 million in FY26H1, indicating a growing preference for self-operated products among paid members [31]. - The company is actively expanding its presence on Douyin (TikTok) with multiple specialized accounts to cover various consumer needs [37]. 3. Profit Forecast and Investment Recommendations - The company is projected to achieve revenues of RMB 4.978 billion and adjusted net profits of RMB 492 million for the fiscal year 2026 [43]. - The report suggests a PE valuation of 52X for the company, leading to a fair market value of RMB 255.81 billion, or HKD 27.14 per share, maintaining the "Buy" rating [43].

Core Insights - Guizhou's prickly pear industry is actively expanding into external markets, particularly targeting the Yangtze River Delta and the Guangdong-Hong Kong-Macao Greater Bay Area, as well as Southeast Asia [3][5][10] Group 1: Market Expansion - The Guizhou prickly pear enterprises are implementing a strategy called "Eastward and Southward," which includes promotional events in regions like Cambodia and Guangzhou to showcase local products [3][5] - A significant milestone was achieved with the first bulk export of prickly pear juice to Malaysia, facilitated by the "One Code Guizhou" initiative, indicating a growing demand for the product in international markets [5][10] Group 2: Sales Performance - Guizhou Shanyang Fruit Group has been a pioneer in this market expansion, reporting a sales revenue of approximately 320 million yuan in 2025, with nearly 80% of sales coming from outside the province [7] - The Greater Bay Area accounts for about 30% of the company's sales, while the Yangtze River Delta contributes around 25% [7] Group 3: Collaborative Efforts - The collaborative efforts between enterprises and industry platforms are crucial for the prickly pear industry's growth, with Guizhou Prickly Pear Group signing its first order in Hangzhou and establishing partnerships with companies in Shenzhen [9][10] - The overall strategy involves a coordinated approach to market penetration, with a focus on both online and offline channels to enhance sales across various regions [10]

本报讯（记者 梁圣）近日，国药集团同济堂（贵州）制药有限公司、贵州省天然产物研究中心联合中 国食品发酵工业研究院主导制定的国际标准《Cili Juice—Specification and test methods刺梨汁—规格和 测试方法》（ISO/WD26093）成功立项。 该项研究工作于2024年9月开始筹划，2025年7月正式向国际标准化组织食品委员会果蔬及其制品分委会 （ISO/TC34/SC3）提出并开启了该标准的立项工作。历经3个月的投票周期，国际标准提案顺利通过立 项。其中，俄罗斯、塞尔维亚、斯里兰卡、土耳其等5个国家指派专家参与项目制定工作，与中国团队 共同组成了标准起草工作组。项目制定周期为36个月，预计于2028年正式发布。 该项国际标准的成功立项，不仅是对果蔬及其制品领域国际标准体系的重要完善，更提升了我国在该领 域规则制定中的话语权与国际影响力。该标准的制定不仅有助于规范刺梨行业生产流程，提升产品质量 与安全水平，推动技术创新和产业升级，还将有效消除国际贸易壁垒，提升全球市场认可度和竞争力， 促进国际交流与合作。 转自：贵州日报 贵州是全国刺梨产业的发源地、引领地，刺梨种植面积、加工产 ...

Group 1 - The article highlights the vibrant atmosphere in Guiyang during the New Year celebrations, with tourists flocking to the streets to enjoy local delicacies and festivities [1][8] - Tourists from various cities, including Chongqing and Chengdu, express their delight in the local food, particularly the sour soup hotpot and the popular guoba ciba, indicating a strong appeal of Guiyang's culinary offerings [1][3] - The presence of long queues at food stalls, such as the guoba ciba stand, reflects the high demand and popularity of local snacks among visitors [5][3] Group 2 - The article describes the lively scene at Taiping Road, where tourists engage in activities like taking photos with the local giant statue and enjoying drinks at cafes, showcasing the social aspect of the celebrations [6][8] - Visitors express their enjoyment of the festive environment, with comments highlighting the unexpected excitement and fun experienced during their visit to Guiyang [6][8] - The overall atmosphere is characterized by a blend of traditional decorations, such as red lanterns, and a sense of community and joy among the participants, marking a warm start to the New Year in Guiyang [8]

Core Viewpoint - The collaboration between Guiyang County and Haizhu District aims to enhance industry, increase employment, and promote consumption, focusing on sustainable poverty alleviation and rural revitalization through coordinated development efforts [3][10]. Industry Development - The "Haizhu·Guiding" modern agricultural industrial park has been established, focusing on the production of prickly pear products, with daily orders exceeding 1,000 items and an estimated annual output value of over 20 million yuan [4]. - The park has attracted 18 enterprises, including three provincial leading enterprises, forming a diverse product system with an annual processing output value of 510 million yuan [5]. - Investments of over 40 million yuan have been made in the prickly pear industry, supporting the establishment of processing facilities and the development of innovative products [5]. Employment Opportunities - A large-scale recruitment event in Guiyang County connected over 1800 job seekers with employers, promoting labor cooperation between eastern and western regions [6]. - Training programs have been implemented, resulting in the employment of 3,665 rural laborers, including 2,150 from poverty-stricken backgrounds [7]. - The "Guiding Embroidery" initiative has successfully increased the income of local embroiderers, with an average monthly income increase of over 2,500 yuan [7]. Consumption and Market Access - Guiyang County participated in major exhibitions to promote local products, resulting in orders and intended orders totaling 31 million yuan [9]. - The establishment of a supply chain company in Haizhu District has facilitated sales of 17 million yuan, benefiting impoverished households [9]. - Collaborative efforts have led to the expansion of local agricultural products into various markets, with over 300 million yuan in sales expected through multiple channels [9].