"十四五"期间，西宁市严格落实耕地保护和粮食安全责任，坚决遏制耕地"非农化"、防止"非粮化"，粮 食播种面积持续稳定在90万亩以上。2021年至2025年，西宁市粮食年均播种面积为91.4万亩。同时，推 广良种良法良机良地应用，依托"双减"、全膜覆盖栽培、轮作倒茬、小麦绿色高产高效和油菜扩种、油 菜绿色高产高效、小麦"一喷三防"等项目，种植面积增加，粮食生产潜力不断释放，粮食单产水平不断 提高。2025年综合每亩单产达到263.2公斤，为"十四五"期间最高。 此外，"十四五"期间，西宁粮食种植结构相对良好，谷物面积和谷物产量维持在较高水平。在种植结构 中，包含小麦、青稞、杂粮的谷物面积始终在七成左右，是最主要的粮食作物。 本报讯（西海新闻记者 吴予琴）12月26日，来自国家统计局西宁调查队的消息，"十四五"期间，西宁 市粮食总产量呈现稳定增长态势，连续3年稳定在23万吨以上。其中，2025年粮食总产量达到24.1万 吨，较2021年增加2.8万吨，是"十四五"期间产量最高的一年。 ...

齐鲁晚报.齐鲁壹点主余凤 12月24日，临沂市人民政府新闻办公室召开新闻发布会，记者从发布会上了解到，"十四五"期间，临沂市邮政行业寄递业务量预计完成102.02亿件，同比 增长296.13%。其中，快递业务量预计完成96.19亿件，同比增长374.91%，连续6年位居全省第一位，年人均用邮量达到255件。 寄递物流体系能级跃升，服务商城效果明显。大力推动农村客货邮融合发展，莒南等4个县成功创建省级"农村客货邮融合发展样板县"，平邑县"商仓 流"一体化发展等2个客货邮融合项目入选全国第四批农村物流服务品牌。推广"智能分拣、智能安检、智能运输"模式，实现全流程可视化分拣，进一步提 升分拣效率；多县区企业实现无人车配送，开通临沂—连云港无人机货运专线，中通尝试"无人机+无人车+无人仓"低空物流，有效缓解高峰期分拣压 力；深化"快递进商城"，在136处专业批发市场内设立200余个快递服务点，提供"即发即走"揽收服务，商户发货时效进一步提升，支撑商城网络零售额 800余亿元。 服务乡村振兴成效显著。强化农村寄递物流与电子商务、现代农业、文化旅游等融合发展，支撑农产品上行，有效带动当地农民创业增收。积极推动蒙阴 县、郯 ...

在12月12日，美国和其他四个国家在华盛顿联合发起了一项针对中国稀土供应链的关键矿产联合声明。这一举措对中国在全球稀土领域的主导地位构成了前 所未有的挑战。虽然声明表面上强调减少对单一国家的依赖，实则暗藏了打破中国稀土优势的意图。这一举动看似是围堵中国，但实质上暴露了西方国家在 这一问题上的空洞，实际上是一种以弱压强的策略。 此次事件暴露了特朗普政府战略的矛盾。新发布的《国家安全战略》要求盟友将军费提高到GDP的5%，试图以堡垒美国的模式巩固霸权。然而，美国的财 政状况已经捉襟见肘，盟国之间也各有心思。虽然日本和澳大利亚表示支持，但都不愿投入大量资金来重建稀土产业链，而欧洲则被这次联盟排除在外，进 一步凸显了美国战略的碎片化。 这场博弈的真正底层逻辑早已超越了稀土本身。中国控制着全球70%的原料药产能和90%的锂电池关键材料供应链，如果美 国强行脱钩，首先受伤的可能是本国的制造业。通过近期的大豆拍卖事件，中国的态度变得更加清晰：我们始终欢迎外部合作，但任何通过限制我们农产品 发展的建议都将被视为徒劳无功的行为。 目前，西太平洋地区的军事对峙依然持续。美日和菲律宾在黄岩岛联合施压，而解放军则通过严密的监控和常态 ...

中新网兰州12月20日电 (侯志雄 闫姣)隆冬时节，甘肃庆阳黄土塬上寒意正浓，但乡村直播间里热度不 减。西峰区董志镇崔沟村主播秦园元举着手机推介说："自然成熟的庆阳苹果，一口甜脆爆汁！"千余名 观众瞬间涌入，订单提示音此起彼伏。这样的场景，在庆阳已从偶发变为常态。 从果园到农庄，从民居到红色场馆，手机成了新农具，直播成了新农活。更深层的转变在于：那些曾经 单打独斗的"网络自由人"，正通过统战部门的积极引导，汇聚成助力家乡发展的"统战力量"。 缘起：数字浪潮下的统战新课题 庆阳，这片红色革命老区，借力"东数西算"国家枢纽节点建设，迎来数字新机遇。大数据中心不仅带来 技术红利，更孕育出2000多名活跃的本土网络人士；仅环县，458名网红的粉丝总量就突破4000万。这 些扎根乡土的"流量主角"，以镜头记录农事风情，以直播推广特产文化，成为连接乡村与市场的新纽 带。 2024年11月11日，庆阳市委常委、市委统战部部长张希岳(左二)出席2024年"同心杯·我为家乡代言"电商 直播大赛并调研网络统战工作。(资料图)受访者供图 "互联网是年轻人的主阵地，但如何让'网络自由人'转变为'社会责任人'，将流量转化为农文旅发展动 ...

从果园到农庄，从民居到红色场馆，手机成了新农具，直播成了新农活。更深层的转变在于：那些曾经 单打独斗的"网络自由人"，正通过统战部门的积极引导，汇聚成助力家乡发展的"统战力量"。 缘起：数字浪潮下的统战新课题 庆阳，这片红色革命老区，借力"东数西算"国家枢纽节点建设，迎来数字新机遇。大数据中心不仅带来 技术红利，更孕育出2000多名活跃的本土网络人士；仅环县，458名网红的粉丝总量就突破4000万。这 些扎根乡土的"流量主角"，以镜头记录农事风情，以直播推广特产文化，成为连接乡村与市场的新纽 带。 2024年11月11日，庆阳市委常委、市委统战部部长张希岳(左二)出席2024年"同心杯·我为家乡代言"电商 直播大赛并调研网络统战工作。(资料图)受访者供图 "互联网是年轻人的主阵地，但如何让'网络自由人'转变为'社会责任人'，将流量转化为农文旅发展动 能，是新时代统战工作的重要课题。"庆阳市委常委、统战部部长张希岳表示，面对乡村发展现实，庆 阳将网络统战作为推动乡村振兴的突破口，开启了创造性探索。 破局："四大体系"织就融合发展网 在宁县庆新电子商务有限公司车间，"90后"李莹正检查苹果分拣线。这位曾留学新加坡 ...

转自：北京日报客户端 临近岁末，位于赵全营镇的巴林左旗"北京顺义物流中转仓"展厅里，来自内蒙古草原的牛羊肉、杂粮 与"印象后沙峪"矿泉水、"小京同学"气泡水并排陈列，让人有一种跨越地区的"穿越感"。这个中转仓成 为连接巴林左旗优质农畜产品与北京市场的重要枢纽，让快递成本降低了35%。 这是顺义区京蒙协作成果的一个缩影。仅2025年，顺义区统筹市区两级资金1.49亿元，实施帮扶项目33 个，帮助销售内蒙古农畜产品7.3亿元，带动超过6000名当地劳动力就业。从物流升级、产业赋能到民 生帮扶，一条从"输血"到"造血"、从单向帮扶到双向共赢的协作之路越走越宽。 物流通了，品牌响了 物流仓展厅。 巴林左旗"北京顺义物流中转仓"在2025年完成全面升级。这里汇聚杂粮、冷鲜肉、食用菌等20类380款 产品，入驻企业30余家，并与京东、淘宝等8家大型平台达成合作，方便市民从多渠道购买草原好物。 "小京同学"苏打气泡水。 品牌共建也结出"新果"。今年8月中旬，北京燕京啤酒集团有限公司与京顺赋农（内蒙古）农业科技有 限公司首款双商标联名产品"小京同学"苏打气泡水上线网络商城，成为京蒙协作框架下结出的"甜蜜果 实"，象征着两地产 ...

Core Insights - The high-end rice brand Chaihuo Dayuan was awarded the title of "China's Leading Quality Rice Brand" by the China Food Industry Association in December 2025, highlighting its commitment to quality and innovation in the high-end rice market [1][3]. Group 1: Brand Recognition and Quality Standards - Chaihuo Dayuan's founder Zhao Wenjun emphasized that the honor belongs to all hardworking laborers in the black soil region, indicating a strong connection to the agricultural community [1]. - The implementation of the new national standard for Wuchang rice in December 2024 aims to redefine high-end rice quality through comprehensive quality governance across the entire industry chain, with Chaihuo Dayuan being a key contributor to this standard [3]. - The brand has received multiple accolades, including being listed in the first batch of "CCTV China Brand List" in 2017 and winning the "International Taste Award" and "iSSE Global Taste Award" in 2024 and 2025 [5]. Group 2: Market Position and Consumer Engagement - Chaihuo Dayuan achieved a market share of 14.2% in 2022, significantly outperforming the second-ranked competitor by 2.7 times, demonstrating its strong market presence [6]. - The brand's repurchase rate on platforms like JD.com is 36% for rice, exceeding the industry average of 26%, indicating strong consumer loyalty and recognition of quality [6]. - The company has developed a diverse product matrix, including over a hundred products, to cater to various consumer needs while maintaining its high-end positioning [6]. Group 3: Brand Evolution and Marketing Strategy - The brand has evolved from a traditional agricultural product to a high-end consumer product, emphasizing a lifestyle of quality living [7]. - A recent collaboration with "China National Geography" to launch a nationwide photography contest aims to enhance brand value by showcasing the ecological and cultural aspects of the production area, thus reinforcing credibility and emotional connection with consumers [9]. - The recognition as "China's Leading Quality Rice Brand" reflects Chaihuo Dayuan's commitment to quality, market strength, and brand influence, positioning it as a leader in the high-end rice industry [9].

Investment Rating - The report assigns a "Buy" rating to the company, with a target market value of 10.5 HKD, corresponding to a 17x PE for 2025 [2][4]. Core Insights - The kitchen staple industry, where the company operates, is a large and continuously growing market, with significant potential for increased concentration. The company focuses on rice and corn, both of which are substantial markets with clear growth trends. The market for pre-packaged and premium products is growing faster than the overall industry [1][4]. - The company has a diverse product matrix and a multi-channel distribution network that covers the entire country. Its flagship brands, "October Rice Field" and "Chaihuo Dayuan," have high repurchase rates on platforms like JD.com, and the company has established strong partnerships with offline distributors [1][4]. Summary by Sections Company Overview - October Rice Field was founded in 2005, initially focusing on grain trading. The brand was established in 2011, and the company went public on the Hong Kong Stock Exchange in October 2023 [19][20]. Industry Analysis - The kitchen staple food industry in China is projected to grow from 18 trillion CNY in 2018 to 21.96 trillion CNY by 2027, with a CAGR of 3.3%. The growth is driven by product expansion and the development of various sales channels [31][35]. - The corn and miscellaneous grains categories are expected to be the main growth drivers, with corn growing at a CAGR of 9.4% from 2018 to 2022 [35][37]. Investment Logic - The company has a rich product matrix, with rice as its core product and corn as a growing segment. The company is expanding its product offerings and has seen significant revenue growth in its miscellaneous grains and dried goods categories [56][62]. - The company has established a flexible and diverse sales network, successfully transitioning from online to offline channels, with significant growth in modern supermarkets and direct customer sales [61][62]. Profit Forecast and Valuation - Revenue is projected to grow from 6.99 billion CNY in 2025 to 9.94 billion CNY in 2027, with net profit expected to increase from 603 million CNY to 861 million CNY during the same period. The overall gross margin is anticipated to improve as the company expands its product lines [2][70].

Core Viewpoint - The company "October Rice Field" has announced multiple personnel adjustments, including the appointment of Guo Hong as an independent non-executive director candidate, which has drawn attention due to her connections with Wahaha Group [1][3][5]. Personnel Adjustments - The company plans to abolish the supervisory board and transfer its responsibilities to the audit committee, pending shareholder approval [3]. - Non-executive director Chang Bin resigned due to personal work commitments, and supervisor chairman He Yang will resign effective November 10, 2025, while continuing as HR director [3]. - Guo Hong, with over 25 years of investment management experience, has been nominated as an independent non-executive director candidate [5]. - The company appointed Zhi Qiang as CFO, effective November 10, 2025, who has over 20 years of experience in capital markets and corporate management [3][5]. Company Background - October Rice Field was established in 2011, focusing on pre-packaged high-quality rice, grains, beans, and dried goods, primarily leveraging online channels for growth [9]. - The company completed a 300 million yuan A-round financing in 2020 and has since gone public on the Hong Kong Stock Exchange in October 2023 [9][11]. Financial Performance - The company reported revenues of 4.53 billion yuan, 4.87 billion yuan, and 5.75 billion yuan for 2022, 2023, and 2024, respectively, with net losses of 560 million yuan and 64.86 million yuan in 2022 and 2023 [11]. - In 2024, the company turned a profit with a net income of 200 million yuan [11]. Strategic Upgrade - October Rice Field is transitioning from a "kitchen staple enterprise" to a "family food innovation enterprise," focusing on high-end rice and expanding its product range to include snackable corn products [13]. - The company is diversifying its sales channels, collaborating with over 40 e-commerce platforms and various supermarkets, while also expanding into instant retail channels [15]. - Recent financial data indicates a shift in revenue sources, with online sales decreasing and offline sales increasing, reflecting the effectiveness of the channel transformation [15].

Core Viewpoint - The appointment of Guo Hong as an independent non-executive director candidate for October Rice Field (09676.HK) is a significant development, reflecting the company's strategic focus on enhancing its governance and leveraging Guo's extensive experience in investment management and corporate strategy [2][3]. Group 1: Company Developments - October Rice Field's board has approved Guo Hong as an independent non-executive director candidate, pending review at an extraordinary general meeting [2]. - Guo Hong, aged 48, has over 25 years of investment management experience and has held various positions at Hangzhou Wahaha Group [2]. - The company was officially listed on the Hong Kong Stock Exchange on October 12, 2023, and focuses on pre-packaged quality rice, corn, grains, legumes, and dried goods [3]. Group 2: Financial Performance - October Rice Field reported a revenue of 3.064 billion yuan for the first half of 2025, representing a year-on-year increase of 16.9% [3]. - The adjusted net profit for the same period reached 294 million yuan, showing a substantial year-on-year growth of 97.7% [3]. Group 3: Key Personnel Changes - In August 2024, significant changes occurred at Hangzhou Wahaha Group, with Zong Qinghou stepping down from his roles, and Guo Hong and other senior executives exiting their positions [3]. - Guo Hong played a crucial role in the trust establishment for Zong Qinghou's non-marital children, indicating her influence within the Wahaha Group [2].