南农晨读 | 游龙 开道 花灯高升_ 南方+_南方plus 【今日关注】 评论丨从"两业 协同"感悟广东 乡村振兴的三重 境界 农业农村部乡村 产业发展司：为 广东"百千万工 程"提供全方位 支撑 2月24日，广东 省高质量发展大 会召开，在"百 千万工程"县域 产业融合与高质 量发展分会场 上，农业农村部 乡村产业发展司 司长邵建成作主 旨演讲，系统阐 述新时代乡村产 业发展的路径方 向，并表示农业 农村部乡村产业 司将一如既往支 持广东乡村产业 发展，为广东实 施"百千万工 程"提供政策、 项目、技术全方 位支撑。 南海之滨，春潮 涌动。丙午马年 开工首日，广东 以"制造业与服 务业协同发 展"为主题，连 续第四年召开高 质量发展大会。 这回目光不光盯 着珠三角的工厂 流水线，也投向 了粤东粤西粤北 的广袤田野。 "我们要打造世 界级红茶文化展 示平台。"2月24 日，广东召开全 省高质量发展大 会，中国工程院 院士、华南理工 大学建筑学院名 誉院长何镜堂在 接受媒体采访 时，结合其团队 正在推进的重点 项目——红旗茶 厂综合片区整体 规划，分享了关 于工业遗产活 化、茶文化传承 与区域高质量发 展的深刻 ...

2月24日上午， 在全省高质量发 展大会主会场 上，潮州市潮安 区委书记曹宇波 围绕制造业与服 务业协同发展作 发言。 潮安区坚持制造 业当家，工业强 区建设交出亮 眼"成绩单" 。 2025年GDP突破 720亿元、增速 4.8%，经济总量 连续三年粤东县 区第一，制造业 增加值对GDP增 长贡献率达 潮安区委书记曹 宇波：以"三变 三新"推动"两 业"协同发展_南 方+_南方plus 52.8%。与中山 合作开发的陶瓷 灯饰成 为"瓷"与"光"跨 界融合新潮品， 智能卫浴产量超 500万台、居全 国首位；规上工 业企业连续三年 每年增长超100 家，园区产值和 税收、专精特 新、高新技术企 业三年翻 番；"潮食 会"等"家门口展 跨境电商交易额 增长33%，出口 额增长5%。 曹宇波表示，潮 安区将深耕产 业"沃土"，因地 制宜发展新质生 产力，以"三变 三新"推动制造 业与服务业协同 会"意向订单累 计超500亿元， 发展，让"老树 发新芽、新树扎 深根"，坚决扛 起走在前、作示 范、挑大梁的县 域担当。 一是以产业聚变 打开制造业与服 务业协同发展新 空间。坚持链式 带动，开展智能 卫浴提质增效行 动 ...

南方财经记者魏彤广州报道 2月24日，新春开工第一天，广东召开全省高质量发展大会，聚焦制造业与服务业协同发展。 会上，潮州市潮安区委书记曹宇波介绍，作为工业强区，潮州市潮安区2025年GDP突破720亿元、增速 4.8%，经济总量连续三年粤东县区第一，制造业增加值对GDP增长贡献率达52.8%。 二是以新质蝶变锻造制造业与服务业协同发展新引擎。潮安将突出数智赋能，实施AI赋能相关重大科 技专项，建设数字园区标杆，以三环集团AI视觉检测、航牌工业万兆PON网等示范项目引领人工智能 全面赋能传统产业。突出品牌赋能，实施区域品牌、企业品牌、产品品牌"三牌同创"行动。突出服务赋 能，推行领导干部全面联系服务企业、全生命周期服务、工业用地"敞开申报"、"企业宁静日"等机制， 打造一流营商环境。 在特色产业提效方面，潮安与中山合作开发的陶瓷灯饰成为"瓷"与"光"跨界融合新潮品，智能卫浴产量 超500万台、居全国之首，入选全省首批食品工业培育试点县，糖果出口值居全省首位；在新质动能提 速方面，国内首个商业化300千瓦固体氧化物燃料电池发电项目在潮安投产，光通信用陶瓷插芯获国家 制造业单项冠军，规上工业企业连续三年每年增长超 ...

Core Viewpoint - The company, Huida Sanitary Ware Co., Ltd., anticipates a significant loss for the fiscal year 2025, with projected net profit attributable to shareholders ranging from -216 million to -180 million yuan, indicating a downturn compared to the previous year [2][4]. Group 1: Performance Forecast - The performance forecast period is from January 1, 2025, to December 31, 2025 [3]. - The expected net profit attributable to shareholders is projected to be between -216 million and -180 million yuan, marking a loss compared to the previous year's profit of 138.94 million yuan [4][7]. - The anticipated net profit after excluding non-recurring gains and losses is estimated to be between -285 million and -238 million yuan [5]. Group 2: Previous Year’s Performance - In the previous year, the total profit was 163.39 million yuan, with a net profit attributable to shareholders of 138.94 million yuan and a net profit after excluding non-recurring gains and losses of 67.38 million yuan [7]. Group 3: Reasons for Performance Change - The decline in performance is attributed to factors such as international geopolitical conflicts, industry cycle fluctuations, and changes in market conditions, leading to lower product demand and revenue [9]. - The company is undergoing strategic business adjustments, which include increasing asset impairment losses to align with competitive dynamics and future trends [9]. - The company aims to focus on long-term core values, enhancing its core competitiveness in the sanitary ware sector, and advancing digital upgrades across its supply chain [9].

Core Viewpoint - Huida Sanitary (603385.SH) is expected to report a net loss attributable to shareholders of the parent company between 180 million to 216 million yuan for the year 2025, indicating a significant decline compared to the previous year [1] Financial Performance - The company anticipates a decline in product revenue and gross margin due to factors such as international geopolitical conflicts, industry cycle fluctuations, and changes in market conditions [1] - The expected net loss for 2025 represents a shift from profitability to loss compared to the previous year's statutory disclosure data [1] Strategic Adjustments - In response to the competitive landscape and future development trends, the company is undertaking strategic business adjustments, which include increasing asset impairment loss provisions [1] - The company aims to focus on long-term core directions, emphasizing user value and deepening its main business in sanitary ware [1] Future Focus - Huida Sanitary plans to concentrate resources on two core areas: smart sanitary ware and space solutions, while enhancing its core competitiveness [1] - The company is committed to a comprehensive digital upgrade across the entire supply chain, aiming to establish an integrated smart management operation platform to support business model innovation and data-driven decision-making [1]

Core Viewpoint - Huida Bathroom (603385.SH) has announced an expected net loss of 180 million to 216 million yuan for the fiscal year 2025, indicating a decline compared to the previous year [1] Financial Performance - The company anticipates a net loss attributable to shareholders of 180 million to 216 million yuan for 2025, contrasting with the previous year's statutory disclosure data [1] - Factors contributing to this loss include international geopolitical conflicts, industry cycle fluctuations, and changes in market conditions, leading to lower-than-expected product demand [1] Strategic Adjustments - In response to the competitive landscape and future development trends, the company is undertaking strategic business adjustments, which include increasing asset impairment losses [1] - The company aims to focus on long-term core directions, emphasizing user value and deepening its main business in the bathroom sector [1] Future Focus - Huida Bathroom plans to concentrate on two core areas: smart bathrooms and space solutions, leveraging its resources to strengthen core competitiveness [1] - The company is committed to a comprehensive digital upgrade across its entire supply chain, aiming to create an integrated smart management operation platform to support business model innovation and data-driven decision-making [1]

潮州市委副书记、市长蔡淡群介绍，五年来，潮州落实"一大引领、三大战役、六大提升"工作安排，大 抓经济、大抓发展、大抓改革、大抓建设，以"小体量"迸发"大能量"。招商引资掀起新热度，签约投资 额连续3年创下新高，签约项目数和投资额突破"双千"大关，总投资超600亿元的800多个招商引资项目 开工建设，上榜中国城市社会发展百强等多个榜单。 工业产业从"小而散"向"优大强"跃升。潮州加快推动陶瓷、食品等两大传统产业升级，陶瓷产业入选省 中小企业特色产业集群，成为全国智能卫浴第一产区。新材料、新能源等新质生产力加速崛起，成立湾 区深潮BIPV产业联盟，交付国内首个商业化300千瓦SOFC发电项目，建成粤东最大渔光互补光伏发电 项目，光通信用陶瓷插芯、半导体陶瓷封装基座等产销量均居全球首位。 县域经济持续强劲。潮州以最大力度推进"百千万工程"，2025年前三季度全市各县区GDP增速均高于全 省平均水平，潮安区经济总量稳居粤东各县区首位，彩塘、枫溪、凤塘等镇连续3年入选全国千强镇， 黄冈、庵埠等镇位列全国镇域投资竞争力500强，枫溪镇进入中国特大镇发展潜力前20强。 城乡风貌焕然一新。过去五年，潮州着重抓好广东"东大门" ...

Core Insights - During the "14th Five-Year Plan" period, Chaozhou's GDP has successfully crossed three hundred billion thresholds, achieving a historical high in growth rate, ranking third in the province for the first three quarters of this year [1] Economic Development - Chaozhou has significantly enhanced its economic strength and urban capacity, showcasing vibrant high-quality development [1] - Key economic indicators such as fixed asset investment, infrastructure investment, real estate development investment, and total agricultural output value have ranked first in the province [1] - The city has seen multiple indicators like general public budget revenue, technological transformation investment, tax revenue, and loan balance frequently ranking among the top in the province [1] Industrial Transformation - The city is transitioning its industrial development from "small and scattered" to "large, strong, and optimized," with traditional industries like ceramics and food upgrading rapidly [2] - The ceramics industry has been recognized as a characteristic industrial cluster for small and medium-sized enterprises in Guangdong, becoming the leading region for smart sanitary ware production in China [2] - The production and export volumes of smart sanitary ware and traditional products like Cantonese preserved fruits and salt-baked chicken are ranked first nationally [1][2] New Industries and Innovation - New sectors such as new materials and renewable energy are emerging rapidly, with the delivery of the first commercial 300 kW SOFC power generation project in the country and the establishment of the largest fish-solar complementary photovoltaic project in eastern Guangdong [2] - The production and sales of ceramic components for optical communication and semiconductor packaging are leading globally [2] - The number of "Four Up" enterprises and "Large, Strong, Optimized" enterprises has increased by 38.6% and 50% respectively over five years, while specialized and innovative small and medium-sized enterprises and high-tech enterprises have seen growth of 9 times and 2.7 times respectively [2] Urban and Rural Development - Chaozhou is advancing its "Hundred Million Project" with significant improvements in urban and rural aesthetics, achieving good ratings across all counties and districts [2] - The city has completed the renovation of nearly 200 old urban communities and built 48 urban parks, integrating refined beauty into the urban fabric [2] - Over 180,000 cases of "six chaos" rectification and 25,000 households of "micro-renovation" for rural housing have been completed, with all towns achieving full coverage of beautiful market town construction [3]

Investment Rating - The report maintains a "Buy" rating for key companies in the light industry and textile sector, indicating a positive outlook for their stock performance in the coming months [4][6][11]. Core Insights - The report highlights the recent joint issuance of a consumption promotion plan by six government departments, focusing on enhancing supply-demand matching in consumer goods, which is expected to benefit the light textile sector [6][7]. - Four main investment themes are identified: emotional consumption, intelligent consumer goods, brand apparel, and manufacturing upgrades, each presenting unique opportunities for growth [6][7][8]. Summary by Relevant Sections Market Overview - The light industry index increased by 4.17%, ranking 5th among 28 industries, while the textile and apparel index rose by 2.75%, ranking 16th [6][11]. - Key sub-sectors within the light industry showed positive performance, with packaging printing up by 5.46% and cultural products by 4.81% [6][11]. Investment Themes 1. **Emotional Consumption**: The report emphasizes the importance of IP-driven products in creating demand, particularly in the cultural and pet economy sectors [6][7]. 2. **Intelligent Consumer Goods**: The ongoing advancements in AI and related standards are expected to drive the adoption of smart consumer products, with a focus on AI glasses and smart home products [6][7]. 3. **Brand Apparel**: The report notes a favorable environment for domestic brands due to increased recognition and innovation in consumer experiences [6][7]. 4. **Manufacturing Upgrades**: There is a focus on new textile materials and environmentally friendly products, highlighting companies with strong R&D capabilities [6][7]. Key Company Recommendations - Companies such as Bubble Mart and Morning Glory are highlighted for their strong growth potential and innovative capabilities in the emotional consumption and cultural product sectors [6][7]. - In the home furnishings sector, companies like Kuka Home and Xilinmen are recommended due to their robust e-commerce performance [6][7]. - For brand apparel, companies like Anta Sports and Li Ning are noted for their potential in functional footwear and apparel [6][7]. Raw Material Trends - The report tracks fluctuations in raw material prices, noting recent increases in cotton prices and stable pricing in certain paper products, which may impact production costs [19][22][39].

Core Viewpoint - The 2025 China (Beijing) International Boutique Ceramics Expo has opened, themed "Exquisite Porcelain and Beautiful Ceramics, Celebrating a Prosperous Era," showcasing domestic and international ceramic products and industry strengths, creating a platform for deep dialogue between tradition and future, art and technology [1][3]. Group 1 - The expo is guided by the China National Light Industry Council and hosted by the China Ceramic Industry Association, featuring two new thematic exhibitions on smart bathrooms and architectural ceramics, as well as special ceramics across various categories including daily-use art porcelain and high-end functional porcelain [3]. - Key ceramic-producing regions in China, such as Shandong, Shanxi, and Zhuzhou in Hunan, along with international brands like Japan's Noritake, are participating in the expo to showcase the achievements of the ceramic industry's development towards "high-end, intelligent, and green" [3]. - A "New Year Ceramic Gift Package" was launched during the opening ceremony, designed by Jingdezhen Ceramic University and produced by national brand enterprises, with a limited edition of 100,000 sets [3]. Group 2 - The expo will host over ten activities, including a forum on high-quality development in the ceramic industry, international ceramic art exchanges, a children's ceramic expo, and live-streaming sales, alongside immersive experiences such as science exhibitions, tasting events, and interactive learning [3]. - The event serves as a "concentrated review platform" for the achievements of the ceramic industry, promoting mutual learning of Chinese and foreign ceramic cultures and industrial collaboration, injecting new momentum into the high-quality development of the industry [3].