本次论坛由中国第一个地标传播研究机构一一海口经济学院中国地标周边传播研究院、中广天择传媒学 院联合中国广告协会共同举办。当天，中国大学生广告艺术节学院奖第三届中国地标周边传播形象大使 决赛还评选出"十佳"大使及9个单项奖。来自北京大学、中国传媒大学、南京师范大学、新疆财经大 学、南京传媒学院和海口经济学院等50余所大学的近千名师生和天津、福建、浙江、安徽、辽宁等省市 的企业家参加了本次活动。(完)(作者：董舒文 金培) 中南大学社会计算研究中心主任吕鹏教授认为，从地标的多样性来说，中国的很多古城和古文化遗址都 是当地的文化地标，但是目前多少都存在保护不力、保护不当甚至破坏性保护的问题，必须在中国文化 地标的保护与传播中加大科技和智能的因素和力度，实现精准保护，精准传播。 海南大学战略传播与国家安全问题研究专家毕研韬教授认为，从地标到国标是一个周边传播的漫长过 程，但地标产业成为国家的战略产业则是当务之急。地标经济安全应该上升到国家战略安全的高度。 海口经济学院中广天择传媒学院执行院长李婧则认为，要加大地标人才与周边传播人才培养的力度，中 国地标产业才能健康可持续发展。 北京美兰德媒体传播公司总经理崔燕振则用大 ...

Core Viewpoint - The stock of Jinzi Ham fell by 2.04% on November 7, 2023, with a current price of 6.23 CNY per share, reflecting a significant decline in recent trading days despite a year-to-date increase of 38.44% [1] Financial Performance - For the period from January to September 2025, Jinzi Ham reported a revenue of 222 million CNY, a year-on-year decrease of 13.97%, and a net profit attributable to shareholders of 22.01 million CNY, down 26.25% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 257 million CNY, with 80.1 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 41.57% to 46,200, while the average circulating shares per person decreased by 29.36% to 26,221 shares [2] - Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 25.51 million shares as a new shareholder [3] Stock Market Activity - On November 7, 2023, the stock experienced a trading volume of 51.26 million CNY, with a turnover rate of 0.67% and a total market capitalization of 7.542 billion CNY [1] - The stock has seen a decline of 5.46% over the last five trading days, 20.23% over the last 20 days, and 13.59% over the last 60 days [1] Business Overview - Jinzi Ham, established on November 15, 1994, and listed on December 3, 2010, specializes in the research, production, and sales of Jinhua ham and various fermented meat products [1] - The company's revenue composition includes 58.94% from ham, 24.82% from specialty meat products, 6.83% from cold chain services, 5.98% from branded meat, 1.82% from ham products, and 1.61% from other sources [1] Industry Classification - Jinzi Ham is classified under the food and beverage industry, specifically in the food processing and meat products sector [1] - The company is associated with several concept sectors, including WeChat concept, pork concept, Tencent concept, online marketing, and chip concept [1]

Core Viewpoint - The stock price of Jinzi Ham fell by 2.12% on November 4, 2023, with a current price of 6.46 CNY per share, reflecting a significant decline in recent trading days despite a year-to-date increase of 43.56% [1]. Financial Performance - For the period from January to September 2025, Jinzi Ham reported a revenue of 222 million CNY, a year-on-year decrease of 13.97%, and a net profit attributable to shareholders of 22.01 million CNY, down 26.25% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 257 million CNY, with 80.1 million CNY distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 41.57% to 46,200, while the average circulating shares per person decreased by 29.36% to 26,221 shares [2]. - Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 25.51 million shares as a new shareholder [3]. Market Activity - The stock's trading volume on November 4 was 33.44 million CNY, with a turnover rate of 0.42% and a total market capitalization of 7.82 billion CNY [1]. - The main capital outflow was 4.83 million CNY, with significant selling pressure observed in large orders [1].

Group 1 - The stock of Jinzi Ham fell by 5.04%, trading at 6.59 CNY per share, with a total market capitalization of 7.978 billion CNY as of the report date [1] - Jinzi Ham Co., Ltd. specializes in the research, production, and sales of Jinhua ham and various fermented meat products, with its main business revenue composition being: ham 58.94%, specialty meat products 24.82%, cold chain services 6.83%, branded meat 5.98%, ham products 1.82%, and others 1.61% [1] Group 2 - The Guotai Zhongzheng 2000 ETF (561370) holds 4,200 shares of Jinzi Ham, accounting for 0.25% of the fund's net value, ranking as the eighth largest holding [2] - The fund has experienced a year-to-date return of 31.27%, ranking 1427 out of 4218 in its category, and a one-year return of 37.08%, ranking 1035 out of 3875 [2] Group 3 - The fund managers of Guotai Zhongzheng 2000 ETF are Ma Yiwen and Liu Fangyuan, with Ma having a cumulative tenure of 2 years and 78 days and Liu having a tenure of 196 days [3] - Ma's fund has achieved a best return of 87.91% and a worst return of -7.24% during his tenure, while Liu's fund has a best return of 47.93% and a worst return of -2.39% [3]

Core Viewpoint - The stock of Jinzi Ham has experienced fluctuations, with a notable decline in recent trading days despite a significant year-to-date increase in price [1][2]. Financial Performance - As of June 30, 2025, Jinzi Ham reported a revenue of 170 million yuan, representing a year-on-year decrease of 14.73% [2]. - The net profit attributable to shareholders for the same period was 22.92 million yuan, down 25.11% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 257 million yuan, with 80.1 million yuan distributed over the past three years [3]. Stock Market Activity - On October 16, Jinzi Ham's stock price fell by 2.09%, trading at 7.04 yuan per share, with a total market capitalization of 8.523 billion yuan [1]. - The stock has seen a year-to-date increase of 56.44%, but has declined by 12.44% over the last five trading days and 5.76% over the last twenty days [1]. - The net outflow of main funds was 16.203 million yuan, with significant selling pressure observed [1]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased to 32,600, a reduction of 9.15% from the previous period [2]. - The average number of circulating shares per shareholder increased by 14.78% to 37,121 shares [2]. - Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3]. Business Overview - Jinzi Ham, established on November 15, 1994, and listed on December 3, 2010, specializes in the research, production, and sales of Jinhua ham and various fermented meat products [1]. - The company's main business revenue composition includes: ham (58.94%), specialty meat products (24.82%), cold chain services (6.83%), branded meat (5.98%), ham products (1.82%), and others (1.61%) [1].

Core Insights - Traditional food companies like Jinzi Ham and Yangyuan Beverage are making significant investments in the semiconductor industry, raising questions about their motivations and the potential for success in this new sector [1][4][5] Group 1: Investment Moves - Jinzi Ham announced plans to invest up to 300 million RMB in Zhongsheng Microelectronics, acquiring up to 20% equity, despite the latter's low revenue of 51,000 RMB and a net loss of 20.37 million RMB in the first seven months of the year [1][2] - Yangyuan Beverage invested 1.6 billion RMB in Changjiang Storage Technology, acquiring 0.99% equity, with the investment framed as a financial move rather than a strategic one [2][3] Group 2: Market Potential - The global optical device market is projected to reach 52 billion USD by 2029, with a compound annual growth rate of 11%, driven by data center interconnect demand [2] - Jinzi Ham's investment in Zhongsheng Microelectronics is seen as a bet on future market potential, despite the current lack of profitability [2][4] Group 3: Company Performance - Yangyuan Beverage reported a 16.19% decline in revenue to 2.465 billion RMB and a 27.76% drop in net profit to 744 million RMB in the first half of 2025, marking the first time in three years that both metrics declined [5][7] - Jinzi Ham's revenue fell by 14.73% to 170 million RMB, with net profit down 25.11% to 22.92 million RMB in the same period [6] Group 4: Strategic Rationale - Both companies are leveraging their brand strength and market positioning to explore new growth avenues in the semiconductor sector, with Jinzi Ham focusing on optical communication chips and Yangyuan Beverage eyeing storage chips [4][6] - The investments are seen as a way to tap into the growing demand for advanced technology products, particularly in AI and data storage [3][4]

Group 1 - The core point of the article highlights the recent performance of Jinzi Ham, which saw a 5.08% increase in stock price, reaching 8.06 CNY per share, with a trading volume of 284 million CNY and a turnover rate of 3.03%, resulting in a total market capitalization of 9.758 billion CNY [1] - Jinzi Ham Co., Ltd. is located in Jinhua City, Zhejiang Province, and was established on November 15, 1994. The company was listed on December 3, 2010, and its main business involves the research, production, and sales of Jinhua ham, ham products, and various fermented meat products, as well as low-temperature meat products [1] - The revenue composition of Jinzi Ham includes: ham 58.94%, specialty meat products 24.82%, cold chain services 6.83%, branded meat 5.98%, ham products 1.82%, and others 1.61% [1] Group 2 - From the perspective of major fund holdings, data shows that one fund under Guotai Fund has Jinzi Ham as a significant holding. The Guotai CSI 2000 ETF (561370) held 4,200 shares in the second quarter, accounting for 0.25% of the fund's net value, ranking as the eighth largest holding [2] - The Guotai CSI 2000 ETF (561370) was established on September 13, 2023, with a latest scale of 9.7484 million CNY. Year-to-date returns are 32.78%, ranking 1709 out of 4221 in its category; the one-year return is 43.68%, ranking 1141 out of 3848; and since inception, the return is 33.42% [2] Group 3 - The fund managers of Guotai CSI 2000 ETF (561370) are Ma Yiwen and Liu Fangyuan. As of the report, Ma Yiwen has a cumulative tenure of 2 years and 64 days, with total fund assets of 6.894 billion CNY, achieving a best fund return of 100.53% and a worst return of 0.49% during the tenure [3] - Liu Fangyuan has a cumulative tenure of 182 days, managing total fund assets of 2.677 billion CNY, with a best fund return of 51.71% and a worst return of 0.06% during the tenure [3]

Core Viewpoint - Jinzi Ham plans to acquire up to 20% of Zhongsheng Microelectronics for no more than 300 million yuan, indicating a strategic shift towards cross-industry investment despite previous failures in similar attempts [2][4]. Group 1: Company Strategy and Performance - Jinzi Ham's revenue growth has stagnated since 2011, with a reported revenue of 170 million yuan in the first half of 2025, down 14.73% year-on-year, and a net profit of 22.92 million yuan, down 25.11% year-on-year [5]. - The company has previously attempted cross-industry ventures in sectors like rare earths and healthcare, but most have ended in failure, leading to a return to its core business [5]. - The recent acquisition attempt is seen as a response to the company's long-standing operational difficulties and a need for new growth avenues [5][4]. Group 2: Industry Challenges and Trends - Many time-honored brands, including Zhang Xiaoquan and Quanjude, are facing similar growth challenges and transformation issues, indicating a broader trend among traditional enterprises [6]. - The success of these brands historically relied on traditional craftsmanship, which is now challenged by modern consumer expectations and market dynamics [6][3]. - Experts suggest that these brands must balance preserving their unique cultural heritage while adapting to contemporary relevance to attract younger consumers [8][3]. Group 3: Recommendations for Transformation - Experts recommend that traditional brands focus on deepening their cultural narratives and aligning products with modern lifestyles to maintain relevance [8]. - It is advised that non-core businesses should operate under independent brands and teams to protect the integrity of the main brand [8]. - Successful examples include Zhang Xiaoquan, which has expanded its product lines and achieved a revenue increase of 9.80% in the first half of 2025, contrasting with the struggles of other brands like Quanjude [7][8].

Core Viewpoint - Jinzi Ham plans to invest no more than 300 million CNY to acquire up to 20% equity in Zhongsheng Microelectronics, focusing on the promising optical communication chip sector [2][6][8]. Investment Details - The investment will be conducted through capital increase and will be divided into two rounds, with the final amount and shareholding ratio to be determined after due diligence [7][11]. - The first round of investment is estimated at 100 million CNY, based on Zhongsheng Micro's pre-investment valuation of 1 billion to 1.3 billion CNY, indicating a potential appreciation rate of 9710% [11]. Company Background - Zhongsheng Micro was founded in 2019 by core R&D personnel from a US optical communication chip design company and has been recognized as a "future unicorn" in China [7][8]. - The company specializes in the development of high-speed optical module core chips, with products used in AI, cloud computing, and telecommunications [8]. Financial Performance - Zhongsheng Micro has not yet achieved profitability, reporting revenues of 204,900 CNY in 2024 and a net loss of 38.83 million CNY [9][10]. - For the first seven months of 2025, the company generated revenues of 511,100 CNY with a net loss of 20.37 million CNY [9][10]. Strategic Shift - Jinzi Ham's investment is part of a broader strategy to utilize idle funds effectively and align with the trends of the digital economy, aiming to enhance future business opportunities and improve performance [8][12]. - The company has faced challenges in its core business, leading to a decline in revenue from its traditional ham products [14][15][17]. Recent Changes in Control - The investment marks the first major move by the new controlling shareholder, Zheng Qingsheng, who took control of Jinzi Ham in June 2025 [21][22]. - Zheng Qingsheng has a background in real estate and automotive sales, indicating a shift in the company's strategic direction towards the semiconductor industry [22].

Group 1 - The first International Geographical Indication Products Expo showcases over a thousand landmark products, emphasizing the theme "Geographical Indication Leads High-Quality Consumption" [1] - The expo marks the 50th anniversary of China-Europe diplomatic relations and the 4th anniversary of the China-Europe Geographical Indication Agreement, highlighting its significance in the global geographical indication sector [1] - Romania serves as the guest country, featuring various themed pavilions that promote quality geographical indication products from Europe and China, aiming to create a core platform for product display and exchange [1] Group 2 - Shunyi District leverages its geographical advantages to collaborate with Romania, establishing a platform for mutual recognition and learning of geographical indication products, fostering a virtuous cycle of consumption, industry enhancement, and cultural heritage [2] - The expo features regional products such as Niulanshan liquor and Yanjing beer, showcasing local characteristics and promoting regional specialties [2] - A special event titled "European Diplomats Visit Shunyi" will be held concurrently to deepen cooperation between Shunyi District and Europe, expanding the network of the China-Germany Industrial Park [2]