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国联民生证券:养殖聚焦产能周期 新种植布局困境反转
智通财经网· 2026-01-12 02:23
牛养殖 该行认为肉牛养殖行业与生猪养殖行业类似,同样符合蛛网模型,且由于肉牛养殖集中度相对较低,且 存在较为严重的信息不对称,这很类似于非洲猪瘟发生前的生猪养殖行业。这意味着长时间的亏损和产 能去化,可能后期会带来较大的预期差和价格弹性。如果该行把牛肉和原奶价格进行长维度的对比,相 比于猪肉,这两者在长趋势上有着更强的重合度。当肉牛价格上涨时,牧场可以将奶牛当作育肥牛出 售,导致市场上原奶供应量减少,最终实现奶肉价格的联动效应。 禽养殖 智通财经APP获悉,国联民生证券发布研报称,政策要求严格落实产能调控举措,适当调减能繁母猪存 栏,减少二次育肥,控制肥猪出栏体重,严控新增产能。该行预计2026H1生猪行业能繁母猪存栏有望 继续下降。肉牛养殖业长时间的亏损和产能去化,可能后期会带来较大的预期差和价格弹性。肉牛价格 上涨时,牧场可以将奶牛当作育肥牛出售,导致市场上原奶供应量减少,最终实现奶肉价格的联动效 应。 国联民生证券主要观点如下: 生猪养殖 2025年7月23日,农业农村部召开"推动生猪产业高质量发展座谈会",要严格落实产能调控举措,适当 调减能繁母猪存栏,减少二次育肥,控制肥猪出栏体重,严控新增产能。据 ...
西藏海拔最高的市级畜产品展销会开幕首日销售额近4500万元
Zhong Guo Jing Ji Wang· 2025-12-16 14:45
"数智赋能"成为本届展会的亮眼亮点。50余家媒体平台同步全程直播开幕式,吸引全国超500万网友在 线围观。20余名来自全国各地的自媒体网红深入展区,围绕产品溯源、风味特点、食用方法展开细致讲 解,实时互动答疑,让远在千里之外的网友沉浸式感受藏北风情与生态魅力。 作为承办方,色尼区科学规划合理设计展区,分设畜产品主展区、手工艺品区、种畜预订区等特色功能 区域,并配备专业导购与双语解说人员,为参展商与消费者搭建高效沟通桥梁。 "我们不仅提供全方位场地保障,还积极协调冷链物流与电商直播资源,让高原优质产品既能够现场热 销,更能通过云端走向全国大市场。"色尼区农业农村和科技水利局局长罗布次仁介绍,开展首日便有 20余家企业达成初步合作意向,线上直播间累计观看量突破10万人次,线下销售额稳步攀升,实现 了"开门红"。 12月15日,西藏那曲市2025年第十八届畜产品展销会在那曲物流园区开幕。那曲,作为我国海拔最高的 地级市,也是我国五大牧区之一。畜产品展销是当地冬日最大的盛会。来自全市11个县(区)的牧民合 作社、养殖大户、各地采购商及消费者3000余人齐聚,见证藏北畜牧业高质量发展的蓬勃生机。开幕首 日,展销会总销售 ...
县城贵妇的“护肤柜”,不再吸金了
Feng Huang Wang· 2025-12-15 06:21
摘要: 当市场需要科技时,它在分红。 2025年11月下旬,北京植物医生化妆品股份有限公司在深交所更新的招股说明书显示审核状态已变更为"已问询",这一消息让深耕美妆行业30年的国货品 牌再次站到聚光灯下,股市亦或将迎来"A股美妆单品牌店第一股"。 据悉,早在2023年,植物医生就已经委托中信证券辅导冲刺IPO,但时隔两年,才在今年6月正式递交招股书。 植物医生曾提出了"高山植物、纯净美肌"的理念,借着从天然植物中提取精华成分噱头,主打天然养肤概念深得女性消费者认知,成为了国内知名化妆品 品牌,也拿下了单品牌第一的成绩。 可现实的困境一样不少,植物医生多次陷入产品致敏、强制推销、售后服务等多方面的投诉漩涡。"隔三岔五叫你买产品"、"强买强卖"、"推销的东西越 来越贵"、"脸都用成敏感肌了"、"严重过敏"等相关词条在社交平台蔓延,声浪持续高涨。 有已经离职的店员告诉凤凰网科技:"大部分产品功效都不怎么明显,有些产品的核心成分其实就是水而已。"另一位在职店员也表示,"都想辞职了,因 为我没法开口边推销边做脸。" "如果你想亏钱,就加盟植物医生",已经离开植物医生的晓娜告诉凤凰网科技,"看起来,植物医生就像是上个时代 ...
植物“打人” 菌类“致幻” 探寻自然真的很奇妙
Hang Zhou Ri Bao· 2025-11-18 03:00
Group 1 - The event "Plant Science Popularization and Natural Education Innovation Practice Forum" was held at Hangzhou Botanical Garden as part of the 2025 China Natural Education Conference [3] - Renowned science writer Tian Dong shared insights from his recent trip to Western Australia, highlighting unique local plants such as "Kangaroo Paw" and "Coastal Wattle" [4][5] - The discussion emphasized the ecological significance of native plants and the challenges posed by invasive species in Western Australia [5] Group 2 - Lin Wenfei, an expert in mycology from Zhejiang University, discussed the ecological importance of fungi and their historical use in Chinese culture [6] - Various beneficial fungi were highlighted, including Lingzhi and Cordyceps, which have health benefits such as improving immunity and digestion [6] - Lin also provided guidance on identifying toxic mushrooms, emphasizing that not all brightly colored mushrooms are poisonous, with white and gray mushrooms being particularly dangerous [7]
高铁开到家门口!这五年,400多座新车站为小城发展按下加速键
Yang Shi Xin Wen Ke Hu Duan· 2025-10-20 07:29
Core Insights - The expansion of China's high-speed rail network has significantly improved connectivity, with an addition of 10,000 kilometers over the past five years, bringing the total to over 50,000 kilometers by the end of this year [1] - The number of train stations has increased by over 400 along 160,000 kilometers of railway, enhancing accessibility for more people [1] Group 1: Economic Impact - In the small town of Gacha County, with a population of over 20,000, up to 800 people use the train daily, allowing local products like fresh caterpillar fungus to reach Lhasa at prices 20-30% higher than dried fungus [3] - The introduction of high-speed rail has enabled local entrepreneurs, such as Feng Tianfeng, to expand their market reach, allowing products to be quickly shipped to major cities like Beijing and Shanghai [10] Group 2: Social Changes - The high-speed rail has transformed the lifestyle of residents in remote areas, such as Zhuangzhai, which now connects to provincial capitals, providing greater opportunities for local youth [8] - The Dongxing border station, which connects with ASEAN, has seen over 14 million inbound and outbound travelers and hosted more than 700 Vietnamese tourist groups since its opening [12] Group 3: Cultural Exchange - The high-speed rail network facilitates cultural exchange, as evidenced by Vietnamese tourists visiting China to experience its diverse culture, including plans to see the Terracotta Army in Xi'an [14]
青海果洛机场“天赐久治臻品荟”揭牌
Zhong Guo Min Hang Wang· 2025-09-26 06:30
Core Insights - The opening of the "Tian Ci Jiu Zhi Zhen Pin Hui" exhibition store at Guoluo Maqin Airport serves as a platform to showcase and sell local products from Jiu Zhi County, enhancing local economic development and industry upgrading [1][2] - Guoluo Maqin Airport acts as a significant aviation gateway on the Qinghai-Tibet Plateau, providing a natural channel for displaying and selling Jiu Zhi's unique products, which can attract thousands of tourists during peak seasons [2] Summary by Sections Economic Development - The exhibition store transforms local cultural and natural resources into development momentum, featuring selected products that reflect the unique cultural heritage and quality of Jiu Zhi County [1] - The collaboration between Guoluo Airport and Jiu Zhi County exemplifies the airport's role as a new driving force for regional development [1] Product Offering - The store includes traditional handicrafts, high-quality agricultural and livestock products such as yak meat and cordyceps, emphasizing their health and natural qualities [1] - The products not only represent the local culture but also create a direct connection for travelers to experience the region's unique charm [1] Tourism and Cultural Integration - The exhibition store is expected to promote the integration of agriculture, culture, tourism, and commerce in Jiu Zhi, creating a positive cycle where product sales drive tourism and cultural interest [2] - The long-term operation of the store is anticipated to inject sustainable momentum into rural revitalization, creating flexible job opportunities for local herders [2] Market Potential - The store's market potential is supported by the operational experience of similar platforms, which have achieved significant sales during peak tourist seasons [2] - The exhibition store is positioned as an "aerial bridge" for local specialty industries to reach broader markets, enhancing the visibility of highland products and cultural values [2]
四川乡城:高原特产走出田间 飘香四海引游人
Zhong Guo Xin Wen Wang· 2025-09-20 12:28
Core Insights - The article highlights the successful agricultural product exhibition in Xiangcheng County, Sichuan, showcasing local specialties and attracting both residents and tourists [1][3]. Group 1: Agricultural Products - Xiangcheng County, located in the core area of the Shangri-La ecological tourism zone, has a diverse range of agricultural products due to its unique geographical and climatic conditions [3]. - Ten varieties of agricultural products, including apples, blueberries, and matsutake mushrooms, have received national organic certification, leading to the establishment of 11 geographical indication trademarks [3][6]. - The exhibition featured a variety of local products such as apples, Tibetan pears, barley, and caterpillar fungus, alongside deep-processed foods like wine and mushroom cookies, which enhance the shelf life and nutritional value of the products [3][6]. Group 2: Economic Impact - The event attracted over a thousand local residents and tourists, resulting in active on-site transactions, with many attendees purchasing local products [6]. - Xiangcheng County has been actively promoting agricultural brand development, focusing on regional public brands and nurturing several food processing enterprises, which has increased the added value and market competitiveness of local agricultural products [6]. - The county has established an integrated circulation system combining online and offline sales, with over 50 dedicated sales points in major supermarkets across Zhejiang, facilitating the distribution of Xiangcheng agricultural products nationwide [6]. Group 3: Cultural Promotion - The exhibition is part of the 2025 Shangri-La Ring Cultural Week, themed "Meeting at the White Tibetan House, Charm of Shangri-La," which aims to present a rich tapestry of ethnic culture and pastoral beauty [6].
消费协作 | 长宁区举办“沪果优品·秋日市集”
Sou Hu Cai Jing· 2025-09-11 06:15
Group 1 - The "Huguo Youpin Autumn Market" was held on September 4, showcasing unique products from the Guoluo Tibetan Autonomous Prefecture, allowing Shanghai residents to experience the charm of the high plateau [1][3] - The market was co-hosted by the Guoluo Prefecture Industrial and Information Bureau and the Shanghai Aid Qinghai Cadre Liaison Group, marking the first concentrated exhibition of Guoluo's specialty products in the Changning District [3][7] - The market featured a variety of highland delicacies such as yak jerky and yak cheese, as well as precious medicinal materials like cordyceps and fritillaria, alongside traditional handicrafts like Tibetan carpets and silver jewelry [5][7] Group 2 - The event included participation from over 20 enterprises across six counties in Guoluo Prefecture, with a focus on promoting cultural exchange and cooperation between Shanghai and Guoluo [7][8] - The market aimed not only to introduce highland flavors to Shanghai residents but also to deepen their understanding of Guoluo's rich cultural heritage [7]
走进内蒙古原产地现场选品,北京消费帮扶再创新
Xin Jing Bao· 2025-08-22 13:06
Core Insights - The "Taste Inner Mongolia" event aims to enhance the supply chain of high-quality agricultural products from Inner Mongolia to Beijing, facilitating direct procurement and establishing trust between producers and buyers [1][2][5] - The event showcased over 200 specialty agricultural products, resulting in 10 companies signing procurement agreements on-site [1][2] Group 1: Event Overview - The event was held from August 20 to 21, 2025, in Inner Mongolia's Xingan League, involving over 30 major supermarkets, e-commerce platforms, and food enterprises from Beijing [1] - The initiative is part of the 2025 Beijing consumption assistance series, focusing on direct engagement with agricultural producers [2] Group 2: Agricultural Products and Processing - The Beijing procurement team examined key agricultural sectors, including rice, beef, lamb, sweet corn, and specialty pickles, emphasizing the "Farm Fresh" brand [2] - The Xin Xuan fresh corn processing center can process 12,000 tons of sweet corn annually, benefiting over 2,000 local farmers with an average income increase of over 5,000 yuan [2] - The black garlic series from the purple garlic processing park has seen a value increase of over five times, becoming popular in high-end Beijing restaurants [2] Group 3: Collaboration and Economic Impact - Since the start of the Beijing-Inner Mongolia collaboration, over 150 billion yuan has been invested in various projects, with more than 3,200 industrial projects implemented [3][4] - The establishment of 12 Inner Mongolia consumption assistance pavilions in Beijing has facilitated a 23% year-on-year increase in sales of Inner Mongolia agricultural products, reaching 6.8 billion yuan in 2024 [4] - The collaboration has improved the commercialization rate of local agricultural products from 60% to 85%, benefiting 120,000 farmers [4][5] Group 4: Market Dynamics and Consumer Benefits - The event highlights the dual benefits of consumer assistance, allowing Beijing residents to access high-quality food at lower prices while providing stable income for Inner Mongolian farmers through order agriculture [5] - Approximately 30% of beef and 40% of grains in the Beijing market are sourced from Inner Mongolia, indicating a strong market presence [5]
“小包裹”串起山海画卷 西藏快递业提质惠民生
Zhong Guo Jin Rong Xin Xi Wang· 2025-08-20 03:10
Core Viewpoint - The logistics and express delivery services in Tibet have significantly improved in terms of accessibility and timeliness, driven by technological advancements and optimized delivery networks [1][2][5]. Group 1: Logistics and Delivery Improvements - The average delivery time for mail in Tibet has been reduced by 1 to 2 days due to optimized postal routes and integrated delivery segments [2][5]. - The establishment of 24 inter-provincial postal routes and 18 air mail routes has enhanced the logistics network in the region [2]. - The introduction of modern transfer centers has allowed companies like Shentong to cover key cities and extend services to county-level areas, achieving 100% coverage in the region [5][12]. Group 2: Technological Advancements - The use of smart sorting systems, drones, and unmanned vehicles has improved the efficiency and quality of logistics services [1][7]. - Drones can transport goods like matsutake mushrooms from high altitudes to lower areas in just minutes, significantly reducing transportation time [7][9]. - Unmanned vehicles have reduced delivery costs and improved reliability, with one charge costing only 15 yuan for multiple trips [10]. Group 3: Economic Impact - The enhanced logistics network has facilitated the sale of local Tibetan products such as matsutake mushrooms and medicinal herbs to broader markets, creating economic benefits for local farmers [10][11]. - The express delivery volume in Tibet is expected to grow, with significant increases in e-commerce orders and logistics demand driven by projects like the Yarlung Tsangpo River Hydropower Station [14][15]. - The online retail sales in Tibet have seen a year-on-year increase of 39.45%, indicating a growing market for e-commerce and logistics services [14].