果实缀枝头，尝鲜正当时。在这个缤纷水果季，工商银行深入开展"千企万户大走访"活动，精准支持果 农果企，以普惠金融为笔，在乡村振兴的广阔画卷上添上了一抹亮色。 6月份的广东茂名，绵延起伏的荔林郁郁葱葱，不同品种的荔枝缀满枝头，颗颗饱满红润，清甜果香随 风飘散，勾勒出一派生机勃勃的丰收盛景。 在当地一家农业公司的加工车间内，传送带正运输着刚采摘的新鲜荔枝。作为一家集水果种植、加工、 销售及技术服务推广于一体的现代化农业企业，其采用"公司+果园+农户"的经营模式，在高州、雷州 等地设有多个荔枝种植基地，销售网络覆盖北京、上海、河南、山东等地的商超和农批市场。随着今夏 荔枝订单量激增，企业急需资金用于采摘和运输。 在"千企万户大走访"活动中，工行广东茂名分行深入企业调研，针对其季节性资金需求，量身匹配 了"种植e贷"产品，成功发放近200万元贷款，有力保障了企业旺季生产经营。 云南昭通市绥江县地处金沙江河谷地带，独特的气候、土壤、光照孕育了"一半紫红、一半翠绿"的半边 红李子，自"绥江半边红李子"被批准为农产品地理标志登记保护以来，其作为绥江县特色农业产业，成 为农民群众增收致富的"金果果"。 今年4月份，正值半边红 ...

Group 1 - The core viewpoint is that Guizhou Province is effectively transforming its ecological advantages into developmental advantages while maintaining good environmental quality during rapid economic growth [1][2] - From 2020 to 2024, Guizhou's GDP is projected to increase from 1.78 trillion yuan to 2.27 trillion yuan, with forest coverage rising from 61.5% to 63.3%, and the proportion of the green economy in GDP increasing from 42% to 48% [1] - Guizhou is leveraging its diverse terrain and climate to develop mountain characteristic agriculture, leading to increased farmer income, with the province ranking first in the national planting scale for various crops [1] Group 2 - In 2023, Guizhou is integrating green and low-carbon development throughout its high-quality growth process, promoting low-carbon and refined development in resource-based industries such as coal, phosphorus, aluminum, and manganese [1][2] - Since the 14th Five-Year Plan, the energy consumption per unit of industrial added value in Guizhou has decreased by 18.9% [1] - Guizhou is actively developing four types of green industries: ecological utilization, circular efficiency, low-carbon cleanliness, and environmental governance, effectively expanding the pathway from "green mountains and clear waters" to "golden mountains and silver mountains" [2]

Core Viewpoint - The transformation of Huangying Village's jujube industry has significantly improved the local economy and quality of life for residents, driven by strategic initiatives and community cooperation [1][2]. Group 1: Industry Development - The jujube planting area in Huangying Village has exceeded 10,000 acres, generating an annual output value of over 20 million yuan, establishing it as a key income source for villagers [2][3]. - The village has successfully obtained national green food certification for its jujubes, enhancing market competitiveness and increasing prices [1]. Group 2: Community Initiatives - The establishment of the "Common Prosperity Workshop" has provided stable employment for local women, contributing to an average monthly income increase of over 2,000 yuan for participants [5][6]. - The workshop has an annual output value of over 600,000 yuan, contributing more than 300,000 yuan to the village's collective economy [5]. Group 3: Infrastructure and Quality of Life - Huangying Village has made significant investments in infrastructure, including road improvements, water conservation systems, and sanitation facilities, achieving a 100% sanitation toilet coverage rate [6][8]. - The village has been recognized with multiple honors for its development efforts, including being named a "Demonstration Village for Rural Revitalization" in Anhui Province [8]. Group 4: Future Plans - The village plans to develop a modern leisure agricultural tourism area that integrates sightseeing, fruit picking, and farming experiences, aiming to further enhance the local economy and community well-being [8].

证券代码：605337 证券简称：李子园 公告编号：2025-045 转债代码：111014 转债简称：李子转债 浙江李子园食品股份有限公司 重要内容提示： ? 累计转股情况：浙江李子园食品股份有限公司向不特定对象发行可转换 公司债券（以下简称"李子转债"）自 2023 年 12 月 28 日起开始转股，截至 2025 年 6 月 30 日，累计共有人民币 51,000 元"李子转债"转换为公司普通股股票， 累计转股股数为 2,636 股，占"李子转债"转股前公司已发行股份总额的 0.0007%。 ? 未转股可转债情况：截至 2025 年 6 月 30 日，尚未转股的"李子转债" 金额为人民币 599,949,000 元，占"李子转债"发行总量的比例为 99.9915%。 ? 本季度转股情况：自 2025 年 4 月 1 日至 2025 年 6 月 30 日期间，"李子 转债"未发生转股。 一、 可转债发行上市概况 （一）可转债发行情况 可转债转股结果暨股份变动公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 经 ...

Core Viewpoint - The Huizhou Daya Bay Economic and Technological Development Zone Management Committee's Market Supervision Administration has conducted food safety supervision and sampling inspections, revealing that out of 150 batches tested, 3 batches were found to be non-compliant with safety standards [3]. Summary by Category Food Safety Inspection Results - A total of 150 batches of food were inspected as part of the 2025 food sampling plan, with 3 batches failing to meet safety standards [3]. - The results are being publicly disclosed in accordance with government information disclosure regulations [3]. Specific Findings - The inspection covered various food categories, including dining utensils, condiments, and processed meat products, among others [4][5][6]. - Specific products that failed included items such as flavored condiments and processed meat products, indicating potential issues in food safety compliance [4][5][6]. Regulatory Compliance - The public disclosure of inspection results aligns with the government's commitment to transparency and consumer safety in food products [3].

股票简称：李子园 股票代码：605337 债券简称：李子转债 债券代码：111014 浙江李子园食品股份有限公司 向不特定对象发行可转换公司债券 受托管理事务报告 （2024 年度） 债券受托管理人 （上海市黄浦区中山南路 318 号 2 号楼 24 层） 二〇二五年六月 重要声明 本报告依据《可转换公司债券管理办法》（以下简称"《管理办法》"）、 《浙江李子园食品股份有限公司与东方证券承销保荐有限公司关于向不特定对 象发行可转换债券之受托管理协议》（以下简称"《受托管理协议》"）、《浙 江李子园食品股份有限公司向不特定对象发行可转换公司债券募集说明书》（以 下简称"《募集说明书》"）、《浙江李子园食品股份有限公司 2024 年年度报 告》等相关公开信息披露文件、第三方中介机构出具的专业意见等，由本期可转 换公司债券受托管理人东方证券股份有限公司（以下简称"东方证券"）编制。 东方证券对本报告中所包含的从上述文件中引述内容和信息未进行独立验证，也 不就该等引述内容和信息的真实性、准确性和完整性做出任何保证或承担任何责 任。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜做出独立判断， ...

Core Viewpoint - As of June 27, 2025, Liziyuan (605337) closed at 12.73 yuan, down 0.47%, with a turnover rate of 2.22% and a trading volume of 87,500 shares, amounting to a transaction value of 111 million yuan [1] Trading Information Summary - On June 27, the capital flow for Liziyuan was as follows: - Net outflow of main funds was 5.8762 million yuan, accounting for 5.28% of total transaction value - Net inflow of speculative funds was 11.3574 million yuan, accounting for 10.2% of total transaction value - Net outflow of retail funds was 5.4812 million yuan, accounting for 4.92% of total transaction value [2][5] Company Announcement Summary - Zhejiang Liziyuan Food Co., Ltd. issued a third reminder regarding the "Liziyuan Convertible Bonds" optional repurchase: - The repurchase price is 100.01 yuan per bond (including current interest) - The repurchase period is from June 24, 2025, to June 30, 2025 - The payment date for repurchase funds is July 3, 2025 - During the repurchase period, "Liziyuan Convertible Bonds" will stop converting into shares - Bondholders can choose to repurchase part or all of the unconverted bonds, and this repurchase is not mandatory - As of the last trading day before the announcement, the closing price of "Liziyuan Convertible Bonds" was higher than the repurchase price, indicating potential losses for those choosing to repurchase - The company held the 2024 annual shareholders' meeting on May 19, 2025, and the second bondholders' meeting on June 16, 2025, both approving the proposal to change part of the fundraising investment projects, activating the repurchase clause as per the convertible bond prospectus - If the total circulation value of convertible bonds falls below 30 million yuan due to repurchase, the bonds will continue to trade until the end of the repurchase period, after which the company will disclose relevant announcements [3][5]

Core Insights - The article discusses the evolution of Pop Mart's business model and the broader changes in consumer investment trends, emphasizing the importance of long-term perspectives in investment decisions [2] Group 1: Business Model Evolution - Pop Mart's initial business model was a "store within a store" concept focused on creative products, which has evolved through multiple iterations to its current form [2] - The management partner of Huaying Capital, Wang Weiwei, highlights that investment should not only focus on the present but also consider long-term cycles [2] Group 2: Consumer Investment Trends - After a surge in consumer investment from 2021 to 2022, the sector is expected to face a downturn in 2024, with a potential recovery in 2025 as leading Hong Kong consumer stocks see significant valuation increases [2] - Huaying Capital has accelerated its investment pace this year, with total investments reaching three times that of the previous year, focusing on efficiency-driven companies and emotional consumption sectors [2] Group 3: Market Dynamics - The consumer industry faces inherent efficiency bottlenecks, with offline consumption limited by geographical constraints, creating opportunities for small and medium enterprises [3] - Wang Weiwei notes that the competitive landscape in the consumer sector is intense, requiring companies to excel in product, brand, channel, and capital operations [3] Group 4: Investment Strategy and Valuation - The valuation logic in consumer investment has shifted from price-to-sales (PS) to price-to-earnings (PE) methods, with a general cap of 10 times PE expected in 2024 [4] - Despite the changing landscape, the overall valuations of consumer projects have not shown significant changes this year [4] Group 5: Exit Strategies and M&A Opportunities - Huaying Capital is increasingly favoring Hong Kong listings for exits, as the market offers high certainty and low opportunity costs, especially with the recovery of consumer sector valuations [4] - The next five years are anticipated to witness a wave of industry consolidation, with five key M&A opportunities identified, including the scaling of small enterprises and the modernization of family business governance [5]

图为农户余大哥的李子种植园 "真没想到，银行能为我们种李子的农民专门设计贷款产品！"余大哥激动感叹。经过简单便捷的申请流程，工行昭通水富支行短短一天时间，就迅速为其发 放了20万元"李子贷"资金。5月份半边红李子进入疏果期，余大哥表示这笔资金来得太及时了，有了这笔钱，疏果的工人工资都能一次性支付，还完成了150 亩李子地的全部滴灌设施升级，余大哥对今年李子的收成更有信心了。 "李子贷"精准服务特色产业 转自：云南日报 昭通市绥江县是国家级乡村振兴重点帮扶县，地处金沙江河谷地带，独特的气候、土壤、光照孕育了"一半紫红、一半翠绿"的半边红李子，2019年农业农村 部正式批准对"绥江半边红李子"实施农产品地理标志登记保护。10万余亩种植面积的半边红李子，已经成为绥江县特色农业产业，是农民群众增收致富 的"金果果"。 近年来，工行昭通分行深耕"三农"领域，健全服务体系，创新特色产品，持续加大金融服务乡村振兴力度，积极调研当地特色产业，开发专属信贷产品，倾 斜信贷资源，助力地方特色产业发展，体现了该行金融服务乡村振兴的大行担当，连续三年在当地考核评估中获得优秀成绩。 "及时雨"纾解果农燃眉之急 今年4月，正值半边红李子 ...

红餐产业研究院发布的《米粉品类发展报告2024》显示，截止2024年4月，全国有超30万家米粉店， 2023年全国米粉赛道的市场规模超过700亿元。米粉赛道持续细分， 全国各地的特色米粉如云南米线、 柳州螺蛳粉、湖南米粉、新疆米粉等受到越来越多消费者的喜爱。当下米粉赛道主要是由米粉专门店、 其他餐饮品牌、零售品牌三个部分构成，值得关注的是，尽管米粉餐饮门店数量庞大，米粉出货量最大 的企业不在餐饮，而是主攻螺蛳粉的微念集团，平均日出货超百吨，是名副其实的"米粉王"。 随着地方米粉被持续挖掘，消费群体不断扩大，确保稳定的产品品质成为全行业的重点关注问题。今年 4月，工信部2025年第7号公告中，正式批准1128项行业标准，其中包括轻工行业标准QB/T2652-2025 《米粉(米线)》，也是当前国内米粉(米线)类行业最高标准。该标准由微念子公司广西兴柳、广西科技 大学牵头修订，将于2026年5月1日正式实施。值得一提的是，该标准首次将水煮型米粉(米线)纳入其 中，填补了水煮型米粉(米线)行业标准的空白，也将进一步推动地方特色米粉产业标准化、规模化发 展。"米粉王"微念集团也凭借其深耕行业的丰富经验为行业发展贡献了 ...