Core Viewpoint - The recent leadership change at Jinziham (金字火腿) with the appointment of 90s-born Zheng Hu as president raises questions about the company's future direction and potential growth under new management [4][5]. Group 1: Leadership Transition - Zheng Hu, born in 1991, has taken over as president of Jinziham after a brief tenure of 5 months by the previous president, Guo Bo, who resigned for personal reasons [4][5]. - Zheng Hu's background includes significant experience in the luxury car sector, having worked with Aston Martin for 7 years, which may influence his strategic vision for Jinziham [5]. - The transition marks a generational shift in leadership, with Zheng Hu representing the second generation of the Zheng family in the company [6]. Group 2: Strategic Investments - Jinziham has diversified its investments, including a 300 million yuan stake in Zhongsheng Microelectronics, a company focused on optical communication chips [4][8]. - The company has established two wholly-owned semiconductor subsidiaries, indicating a strategic pivot towards high-tech industries [8]. - Zhongsheng Microelectronics has developed core chips for high-speed optical modules, which are crucial for the growing demand in AI and telecommunications [9]. Group 3: Market Trends - The optical communication industry is experiencing significant growth, with a projected compound annual growth rate of 17% from 2025 to 2030 [9]. - The domestic optical communication market is expected to reach approximately 147.3 billion yuan in 2024, with a compound annual growth rate of 5.67% from 2019 to 2024 [9]. - The shift towards domestic alternatives in high-end optical chips is accelerating, driven by policy support for self-sufficiency [9]. Group 4: Generational Shift in Business Leadership - The rise of "second-generation" entrepreneurs is notable, with many 90s and 00s born leaders stepping into significant roles, bringing fresh perspectives and strategies [13][14]. - These new leaders often have international educational backgrounds and diverse experiences, leading to a willingness to invest in high-growth sectors like AI, semiconductors, and biotechnology [14]. - The transition poses challenges, including the need to balance traditional business cash flow with long-term investments in technology [15].

据中国奶业协会消息，中国致公党党员、云南省奶业协会会长、云南农业大学食品科学技术学院二级教 授、博士生导师、"云岭学者"黄艾祥同志，因突发疾病于2026年1月2日凌晨5时在昆明逝世，享年62 岁。 在科研领域，他围绕云南高原特色植物凝乳酶、功能活性肽及益生菌资源挖掘，以及乳、肉制品风味品 质形成机制研究，主持国家自然科学基金项目4项、国家重点研发计划子课题、省重大科技专项等科研 项目10余项，累计发表学术论文260篇，其中包括SCI收录论文62篇（含中国科学院1区Top期刊论文50 篇）、EI收录论文21篇；创新了乳饼、乳扇、奶渣、火腿、牛干巴等高原特色传统畜产品的工厂化生产 工艺，累计获授权专利74项（其中发明专利29项），多数专利已实现转化应用；创制的30余种产品推广 应用于云南省10余家乳、肉制品龙头企业，取得显著经济效益与社会效益，获云南省科技进步奖二等奖 2项、三等奖2项，以及中国食品科学技术学会自然科学奖二等奖1项（均排名第一）。 公开资料显示，黄艾祥于1963年8月20日出生，男，汉族，云南省维西县人，1970年9月至1975年7月在 维西县中路乡吉介土小学学习，1975年9月至1978年7月在 ...

12月28日，"许村有T 无可T代"2025歙县村T才艺秀活动在歙县许村举行。刘鸿鹤 摄 此次活动吸引了该县12支村级队伍近200名村民参与。与传统赛事不同，"村T"的舞台完全交给百 姓，《满川鱼灯红遍天》将非遗鱼灯的祈福寓意具象化，《古武薪传》尽显徽州儿女的豪迈，《坑口记 忆·秀出徽州》则用木雕砖雕元素诠释匠心，扁担、玉米、菊花等乡土物件成为最亮眼的舞台道具。 活动不仅设立风采奖、道具奖等特色奖项，更以本地冬笋、火腿、菊花茶等农特产品作为奖品， 让"仓廪实"的幸福感不断延伸。"这些土特产不再是静默的物品，而是能讲故事的文化符号。"活动总导 演陈琳说："舞台上展现的正是新时代农民的风采与自信。" 新年将至，徽州古城年味渐浓。28日，"许村有T无可T代"2025歙县"村T"才艺秀火热上演。这场由 当地民众自编自导自演的才艺秀，以"村"字号为核心IP，将田间劳作、非遗传承与丰收喜悦搬上舞台， 尽显歙县乡村文化的独特魅力。 此次活动是歙县文旅融合的一次实践，通过T台秀的创新形式，将静态的非遗技艺、乡村风貌转化 为可体验、可传播的动态产品。许村镇党委副书记、镇长胡吉祥表示，活动不仅带动民宿、餐饮增收和 农产品销售，更 ...

年仅34岁、加入公司不足半年的郑虎，在父亲成为金字火腿（002515.SZ）实际控制人半年后，被迅速 推上了这家上市公司的总裁之位。 12月16日，被誉为"火腿第一股"的金字火腿发布了一则简短公告，宣布公司总裁郭波因"个人原因"辞 职。 短短几年，金字火腿经历数次实控人变化。近日，来公司仅半年的"90后"郑虎接任新总裁。郑虎是金字 火腿实控人郑庆昇之子。相比儿子火箭式当上总裁，郑庆昇今年上半年刚拿下金字火腿完成前人栽树。 父子控局速度之快，在金字火腿却并非先例。 金字火腿主业是火腿，强调要专注做强肉制品产业。但郑氏父子时代意欲进军半导体，今年7月，公司 成立福建金字半导体有限公司（简称"金字半导体"）。跨界是很多企业的选项，主业火腿跨界半导体， 这种"劈叉式"跨界，对公司发展利弊如何权衡？结合近几年金字火腿高层走马灯的情况，郑氏父子又将 会"逗留"多久？ 中国企业资本联盟副理事长、中国区首席经济学家柏文喜认为，大概率3年内见分晓。如果半导体投资 2026—2027年无法证券化，股价回调，质押盘承压，郑庆昇可能选择"逢高减持+引入战投"退出；若成 功上市，父子身价倍增，但仍需面对食品主业萎缩，可能把"壳"留给芯 ...

Core Viewpoint - The leadership of Jinzi Ham is undergoing a significant change with the appointment of Zheng Hu as the new president, following the resignation of Guo Bo just five months after taking office, indicating a shift in management strategy and potential for brand rejuvenation targeting younger consumers [1][10]. Management Changes - Guo Bo resigned from her position as president for personal reasons, while retaining her roles as vice chairman and a member of the board's strategic committee [1]. - Zheng Hu, a post-90s individual and son of the controlling shareholder Zheng Qingsheng, has taken over as president, marking a generational shift in the company's leadership [6][10]. Shareholding Structure - Zheng Qingsheng, the new controlling shareholder, holds 18.83% of the voting rights after acquiring shares from other shareholders, indicating a consolidation of control within the Zheng family [9][10]. - The Shi family, the original founders, have reduced their stake to approximately 7%-8%, relinquishing control and transitioning to a financial investor role [9][10]. Financial Performance - In the first half of the year, Jinzi Ham reported revenues of 170 million yuan, with a net profit of approximately 22.92 million yuan [11]. - The ham business remains the core revenue driver, contributing nearly 60% of total revenue, although sales volume has decreased by 14% year-on-year [12][13]. - For the first three quarters, the company experienced a revenue decline of 13.97% to 222 million yuan, with net profit down 26.25% to 22.01 million yuan [14]. Strategic Initiatives - The company is launching new products to adapt to market demands, including various types of ham and meat products, as well as exploring cross-industry innovations like ham ice cream [14][16]. - Jinzi Ham is also venturing into the semiconductor industry, establishing two chip companies and planning to invest up to 300 million yuan in acquiring a stake in Zhongzheng Microelectronics, aiming to leverage digital economy trends [16][19]. Market Position and Challenges - Jinzi Ham is recognized as a leading player in the traditional ham industry, but faces challenges from intensified market competition and changing consumer preferences [11][14]. - The company's past attempts at diversification into unrelated sectors have met with limited success, highlighting the risks associated with its investment strategies [19].

郑庆昇的儿子郑虎则是一名"90后"，1991年出生，本科学历。郑虎除在金字火腿任职之外，其也在上海 阿斯顿马丁汽车销售有限公司任职。自2018年起，其任上海阿斯顿马丁汽车销售有限公司董事。 新实控人入主半年后，金字火腿管理层又有新变动，1991年生实控人之子成为上市公司新总裁。 12月15日晚间，金字火腿公告指出，公司总裁郭波因个人原因申请辞去总裁职务，辞职后仍继续担任公 司副董事长、董事会战略委员会委员职务；另外，郑虎被聘任为公司总裁。 值得一提的是，今年6月，福建莆田富豪郑庆昇从"牛散"任贵龙手中获得金字火腿控制权；今年7月，董 事会换届选举完成，至今仅过去5个月。彼时，郑虎被聘任为公司副总裁。 随着郑虎成为上市公司新总裁，郑氏父子两人分别担任董事长、总裁两大关键职位。在郑氏家族的带领 下，老字号品牌金字火腿又会有何变化呢？ 69岁莆田富豪跨界接手 金字火腿新实控人郑庆昇，1956年生，今年已经69岁。回看履历，不难发现其并没有什么食品公司工作 经验，其旗下产业主要涉及房地产、汽车销售等。 金字火腿此前披露的资料显示，郑庆昇现任福建亿昇房地产有限公司执行董事、福建挺虎置业集团有限 公司执行董事兼总经理、上 ...

协商议题：商以求同谋出路 乡村电商促增收 协商平台：楚雄州楚雄市大地基乡院坝协商议事会议 主持人：楚雄市政协经农人环委主任王金华 协商人员：市政协委员、市属相关部门领导、大地基乡相关负责人，相关企业负责人及群众代表15人。 核心导读：大地基乡农村电商发展迅速，成为农民增收新引擎，却面临基础设施不足、物流不畅、品牌不强、人才短缺等现实瓶颈。市政协深入 调研后，在大地基乡召开院坝协商会，凝聚政府、企业、群众三方智慧合力，推动多个堵点难点得到实质性破解，为乡村振兴注入新动能。 协商背景：在乡党委政府支持下，大地基乡农村电商发展势头良好，但深层次问题日益凸显。经营空间受限、物流成本偏高、培训与实际需求脱 节、产品规模小且品牌效应弱、政策支持力度不足等，制约了产业提质增效。 协商过程：2025年5月15日，市政协经农人环委主任王金华在大地基乡主持召开院坝协商议事会。会议通报了商前调研情况并提出初步建议，与 会各方围绕空间制约、物流瓶颈、品牌建设等核心问题展开充分讨论，最终归纳形成四项共识并表决通过。大地基乡领导发言，市政协副主席刘 云波作会议点评。 协商成果：经过协商，达成四项共识。一是强化规划引领，打通政策落地"最后 ...

Group 1 - The "Daxue" solar term is a good time for dietary supplementation, with different preferences across regions in Jiangsu [2] - In Lianyungang, Jiangsu, seafood products are particularly rich and popular during the Daxue period, with bustling wholesale markets [3] - In Xuzhou, Pizhou, hot pot is a must during Daxue, with a shift from heavy flavors to lighter tastes preferred by younger consumers, while beef and lamb remain the main ingredients [5][7] Group 2 - In Linquan County, Anhui, a steaming bowl of lamb soup is the local choice for warmth and nourishment during the Daxue season, showcasing traditional cooking methods and rich flavors [9][10] - The preparation of lamb soup requires strict adherence to ingredient quality and cooking techniques, emphasizing the importance of slow simmering for optimal flavor [12][14] - The Daxue period, marked by lower temperatures, is ideal for energy replenishment through food, making lamb soup a popular choice among locals [16] Group 3 - In Jinhua, Zhejiang, the Daxue period marks the beginning of ham curing and drying processes, a tradition that prepares for the upcoming festive season [17] - The ham-making technique is recognized as a national intangible cultural heritage, involving 48 traditional processes from winter to autumn for optimal flavor [19] - The winter drying process is crucial for the ham's quality, affecting its color, aroma, shape, and taste, with the drying time directly influencing the richness of flavor [21][23]

Core Viewpoint - Jinzi Ham (002515) has received government subsidies totaling 6.6563 million yuan, which will positively impact its financial performance in 2025 [1] Group 1: Stock Performance - As of November 24, 2025, Jinzi Ham's stock closed at 5.9 yuan, up 0.34% from the previous trading day [1] - The stock opened at 5.95 yuan, reached a high of 5.98 yuan, and a low of 5.81 yuan, with a trading volume of 1.42 billion yuan and a turnover rate of 1.98% [1] Group 2: Government Subsidy Announcement - The company disclosed on February 8, 2024, that it received a government subsidy of 6.6563 million yuan, with the first installment of 3.32815 million yuan received on February 6, 2024 [1] - The remaining subsidy of 3.32815 million yuan accounts for 5.35% of the company's most recent audited net profit attributable to shareholders [1] - The government subsidy is classified as income-related and will be recorded as other income in 2025, expected to increase the total profit for that year [1]

Group 1 - The visit of King Felipe VI of Spain to China from November 10 to 13 marks the 20th anniversary of the comprehensive strategic partnership between China and Spain, highlighting the importance of bilateral relations [1] - Spain is a significant strategic partner for China in Europe, and the relationship has maintained a high level of development under the strategic guidance of both countries' leaders [1][2] - The "Yi Xin Ou" China-Europe freight train has facilitated trade between China and Spain, allowing Spanish products like ham, wine, and olive oil to enter the Chinese market while Chinese goods have also seen significant entry into Spain [2][3] Group 2 - China's investment in Spain is projected to reach nearly 11 billion euros in 2024, doubling the cumulative investment of the previous eight years, indicating Spain's growing importance as a gateway for Chinese enterprises into the European market [3] - The bilateral trade volume between China and Spain has surpassed 50 billion USD, with China being Spain's largest trading partner outside the EU [3] - Spain's economic growth has been robust, positioning it as a key player in promoting European economic stability, with a focus on sustainable growth through tourism and digital transformation [2][3] Group 3 - Cultural exchanges between China and Spain have deepened, with initiatives such as direct flight routes and the establishment of Confucius Institutes and Cervantes Institutes, enhancing people-to-people connections [4] - The mutual respect and cooperation between China and Spain serve as a model for friendly relations among countries with different civilizations and social systems, contributing positively to the development of China-EU relations [4]