浓缩果汁龙头地位不断巩固，经营持续向好。公司成立于1996 年，深耕浓缩果汁行业近30 年，产品矩 阵丰富，包括浓缩苹果汁、梨汁桃汁等。 公司建设了先进的研发实验室和检测中心，具有丰富的浓缩果汁产品线，可以满足客户更多需求，同时 产品品质更加稳定，与知名饮料厂商保持长期深度合作。近年来公司竞拍了其他企业的浓缩果汁工厂资 产，不断扩大产能，目前围绕苹果主产地布局了10 个浓缩果汁加工基地。此外公司新建了脱色脱酸浓 缩果汁、NFC 果汁、桃汁、山楂汁等产线，以更好满足消费者的果汁多元化需求。 投资建议：我们预计公司2025-2027 年营业收入分别为18.26/20.97/23.06 亿元，分别同比增长 28.75%/14.86%/10.00%，预计公司2025-2027 年实现归母净利润3.85/4.23/4.73 亿元，分别同比增长 47.59%/9.95%/11.89%，对应25-27 年PE 为37.0/33.6/30.1X，首次覆盖给予"推荐"评级。 风险提示：需求不及预期风险；关税波动风险；原材料价格波动风险 目前公司浓缩苹果汁产能规模行业领先，近两年通过新建和竞拍方式不断丰富产品组合和扩大产能，龙 ...

Group 1 - The construction of a national unified market is a significant decision made by the central government to promote high-quality development and a new development pattern [1] - Various regions and departments are implementing measures to strengthen the foundation, address shortcomings, and remove obstacles to accelerate the establishment of an efficient, fair, and open national unified market [1][3] - The reduction of market access negative lists from 151 to 106 items, representing a decrease of approximately 30%, indicates a commitment to enhancing market vitality [3] Group 2 - The participation of private capital in nuclear power projects has increased, with ownership stakes rising from 2% in 2020 to 10% and even 20% in some projects, reflecting the effective removal of market entry barriers [2] - The number of newly established foreign-invested enterprises in China increased by 10.4% year-on-year in the first five months of the year, demonstrating China's attractiveness as a destination for foreign investment [3] Group 3 - The implementation of fair competition measures has led to a 5 percentage point increase in the bidding success rate for private enterprises, with over 80% of projects under 10 million yuan awarded to private companies [4] - The establishment of the "credit loan" product under the "Xin Yi Dai" platform has enabled small and medium-sized enterprises to secure loans more easily, with approximately 5.5 million enterprises registered for financing needs through the national integrated credit service platform [6] Group 4 - The logistics efficiency has improved significantly, with innovations in regulatory models allowing for faster delivery times, such as milk reaching consumers in just 72 hours [7] - The rise of e-commerce platforms has enabled regional specialty products, like prickly pear juice, to thrive in the national market, showcasing the transformation of local products into billion-dollar industries [8] Group 5 - The commercial aerospace sector is experiencing rapid growth, with the number of supply chain partners expanding from over 100 in 2018 to more than 1,300, driven by favorable market conditions and collaborative opportunities [10] - The integration of digital platforms in supply chain management is enhancing resilience and security across various industries, allowing for equal participation from all types of enterprises [11] Group 6 - The ongoing construction of a national unified market is a complex system project that requires continuous effort to eliminate barriers to resource flow and promote innovation [12] - The commitment to reform and the implementation of various measures will further enhance resource aggregation, stimulate innovation, upgrade industries, and support high-quality economic development in China [12]

Group 1 - The 7th China Grain Trade Conference opened in Shenyang, with strategic cooperation agreements reached among 13 provinces, including Liaoning, Shaanxi, Anhui, Shanxi, and Zhejiang, resulting in 10 signed projects at the opening ceremony [1] - Liaoning's grain and oil enterprises signed 24 projects during the event, achieving a transaction amount of 4 billion yuan [1] - The conference featured a main venue in Shenyang and two sub-venues in Panjin and Chaoyang, covering over 100,000 square meters, with more than 4,000 enterprises and over 20,000 industry personnel participating, marking record attendance and scale [1] Group 2 - The advantages of the rice industry in Dashi Bridge, including fertile soil and a long history of rice cultivation, were highlighted, although there is a noted shortfall in brand marketing [2] - A local rice company expressed excitement about expanding its market reach into the Yangtze River Delta region through new partnerships formed at the conference [2] - Advanced grain processing equipment showcased at the event included mobile grain dryers and temperature measurement devices, emphasizing technological innovation in the industry [2] Group 3 - Various brand promotion activities were held at the Liaoning exhibition area, focusing on showcasing advantageous products and unique agricultural processing items, which received positive consumer feedback [3] - The conference included discussions on national grain market supply and demand, enhancing market competitiveness, and the role of digital marketing in improving grain circulation [3] - A special exhibition for high-quality specialty grain and oil products from poverty-stricken areas was organized, providing opportunities for 340 poverty-stricken counties and 674 cooperatives to enhance their economic strength [3]

白交 发自 凹非寺 量子位 | 公众号 QbitAI 了不得！ 这届学生毕业季卖上货了—— 结果热销全网，50余款「毕业成果」累计吸引全网3000万观众围观和拼购。 是酱婶的，这不正好毕业季，中国农业大学办了场 特殊的毕业典礼 。 来自全国各地的毕业生，带着他们的「成果」回到母校—— 什么国产树上熟榴莲、什么玉露香梨汁，还有妮娜皇后葡萄、富硒黑小麦粉、低升糖指数鲜食玉米、羊驼绒 等等。 然后就在拼多多上直播带货起来，结果收获不小，很快就供不应求了。 已举办16年的「科技小院」 原来啊，这些学生都来自于一个叫做「科技小院」的项目。 这个项目是由中国工程院院士张福锁首创。2009年，首个科技小院在河北曲周建立，旨在为小农户提供 「零距离、零时差、零门槛、零费用」的科技服务。 16年间，科技小院的整体规模已经扩展到了1800多个，覆盖全国各地。 因此科技小院的学生，他们的课堂不在教室，而是分散在各地的乡村。他们的课题，也是实实在在地在田间 地头，解决农产品种植问题。 比如像 国产榴莲 的生产问题。 我们知道，作为全球最大的榴莲进口国和消费国，受限于气候等原因，我国大部分榴莲进口自泰国、马来西 亚等海外产区。也是近几 ...

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].

■本报记者 曹沛原 在贵州毕节绵延起伏的乌蒙山间，一辆辆满载猕猴桃、刺梨汁、腊肉等农特产品的货车正驶向全国。在 这些乌蒙山货出山轨迹的背后，无数电商创业者正通过直播镜头将大山与都市紧密相连。 今年3月31日，随着首笔"电商e贷"成功落地，工商银行贵州毕节分行通过创新金融产品，精准支持中小 电商企业，有效满足新业态群体融资需求，为"黔货出山"注入新动能。 "电商e贷"的创新之路 毕节市依托电商产业生态建设，持续推动数字经济与乡村振兴有机结合，走出独具特色的乡村振兴之 路。 从"乌蒙山货出山"工程到"黔货云仓"项目建设，从直播带货的蓬勃发展到跨境电商的崭露头角，毕节已 形成"农产品进城、工业品下乡"的双向流通格局。截至去年末，全市拥有电商企业211家、活跃网店 2455家，培育网销优品300余款，涵盖农特产品、手工艺品、民族服饰等领域，网络零售额近百亿元。 其中，农特产品线上销售占比达53%。 工行毕节分行调研多家电商企业发现，电商产业客户普遍存在回款周期长、旺季备货资金需求急、轻资 产运营办理贷款难等情况。为缓解电商企业融资压力，今年3月初，工行毕节分行带着"数据为电商客户 赋能"课题，多次走访市商务局和电商产 ...

Group 1: Agriculture Technology - The use of smart glass greenhouses in Beijing allows for year-round cultivation, with a yield of 22 kg per square meter for cherry tomatoes [2] - Automated systems control temperature, humidity, light, and CO2 levels, enhancing plant growth efficiency [2][3] - The integration of water and fertilizer systems ensures optimal nutrient supply, reducing waste and promoting uniform growth [3] Group 2: Processing of Agricultural Products - In Guizhou, the processing of prickly pears has evolved, with an annual production capacity of 53,000 tons, leading to the creation of over 20 products [5][6] - Advanced processing techniques, including gentle extraction methods, have improved juice yield by at least 5% while preserving vitamin C content [6][7] - The implementation of membrane concentration technology has resulted in a 95% retention rate of vitamin C, reduced wastewater by over 80%, and decreased storage costs [7] Group 3: Cold Chain Logistics - In Shandong, the logistics of transporting Li Cha black pork involves maintaining strict temperature controls during transit, with optimal conditions set between 0 to 4 degrees Celsius [9][10] - Automated systems in the logistics process enhance efficiency, reducing manual handling time and speeding up the verification and processing of meat products [10][11] - Real-time monitoring of delivery vehicles ensures temperature compliance and route accuracy, facilitating timely delivery to supermarkets [12]

Core Insights - The event titled "From Guizhou to the World" focuses on the integration of Guizhou's kiwi industry to enhance consumption upgrades and is supported by various governmental and corporate entities [3] - Guizhou, as the largest producer of kiwi in China, aims to build a complete industry chain and promote the "Guizhou Kiwi" brand nationally and globally [3] Group 1: Industry Integration - The event serves as a platform for Guizhou kiwi enterprises to connect with Guangdong buyers and investors, promoting production and sales cooperation [4] - Through promotional activities and product showcases, the health benefits and market potential of kiwi will be highlighted to facilitate industry integration and consumption upgrades [4] Group 2: Brand Promotion - Leveraging the market advantages of the Guangdong-Hong Kong-Macao Greater Bay Area, the event aims to enhance the influence of the "Guizhou Kiwi" public brand [5] - The initiative seeks to elevate kiwi from a local specialty food to a nationally recognized health food, creating a competitive industry ecosystem [5] Group 3: Technological Empowerment - The focus will be on upgrading deep processing technology and product development for kiwi, with participation from research institutions and leading enterprises [6] - Discussions will center on technological innovation, brand building, and market expansion to inject innovative momentum into the Guizhou kiwi industry [6] - The event marks a significant step for Guizhou kiwi to expand its reach from local to global markets, emphasizing its potential as a health symbol [6]

Core Insights - The Ministry of Industry and Information Technology has released the first batch of key cultivation lists for traditional advantageous food production areas and local specialty food industries, including 39 key cultivation objects such as Yunnan small-grain coffee, Cantonese herbal tea, Liuzhou snail rice noodles, and Zhenjiang fragrant vinegar [1] Group 1: Industry Development - Traditional and local specialty foods are recognized as familiar local products that embody long-standing food craftsmanship and folk wisdom, with many being intangible cultural heritage [1] - The promotion of rural revitalization and the upgrading of the food industry have allowed many local specialties to evolve and gain broader market access, exemplified by the transformation of Yunnan Pu'er tea into a billion-level industrial cluster and the doubling of value for Guizhou prickly pear juice through deep processing [1] Group 2: Transformation and Modernization - To revitalize traditional foods, it is essential to adapt traditional flavors to modern tastes and convert traditional craftsmanship into standardized production processes, balancing tradition with modern industrial needs [2] - The transformation of traditional food industries should leverage technology to enhance traditional processes, as seen in the Guizhou Maotai Town, where ancient methods coexist with modern smart temperature control systems [2] - Brand reformation is crucial for telling the cultural stories behind local specialties, aiming to elevate these products from "small and beautiful" to "large and strong," promoting the development of local specialty food industries towards branding, standardization, and internationalization [2]

6月4日，北京商报记者获悉，近日果汁龙头汇源推出NFC白桦树原汁新品，并宣布源自内蒙古大兴安岭的汇源集 团白桦树汁产业园。目前，该新品已上架汇源天猫旗舰店，售价约5.99元/瓶。通过前期调查，北京商报记者发 现，目前市面上大多白桦树汁售价在9—20元区间，规模以上品牌并不多，且部分商品存在品质难控、以次充好的 现象。汇源入局，从产品价格、渠道到品控能否带来新变化，成为行业的关注点。 低价切入 北京商报记者注意到，NFC白桦树原汁新品已上架汇源天猫旗舰店，200ml规格的售价为59.9元/10瓶，折合5.99 元/瓶。 汇源NFC白桦树原汁在原料、工艺、包装上均展示了卖点。在原料上，优选60年左右树龄的白桦树，一棵树终生 只取一次；在工艺上，无菌袋采集，从采集到加工仅需6小时，保鲜技术保留98%活性成分；在包装上，采用7层 复合纸包装，由内到外依次为PE层、粘合层、铝箔层、粘合层、纸层、PE层、印刷层。据了解，PE层的作用是阻 挡水分，粘合层的作用是粘合，铝箔层的作用是阻氧、阻光，纸层的作用是支撑。 与汇源自身果汁产品相比，白桦树原汁的价格也相对较低，如金刺梨汁200ml规格的售价约为19.9元/瓶，草莓覆 盆 ...