Core Insights - The U.S. restaurant industry is facing significant challenges due to increased costs from tariffs on imported food ingredients, equipment, and packaging materials, which began on April 2 [1][2] - Consumer willingness to dine out has decreased, compounded by the financial strain from tariffs, leading to a negative outlook for the industry as noted by Fitch Ratings [2] Cost Increases - The cost of disposable items, such as bowls, has risen by 25%, from approximately $25 per box to $35 since March [2] - The price of disposable gloves has increased from $32 in January to $39 in recent orders [2] - Imported goods like wine and coffee have seen price increases of $0.50 to $1, with some raw material costs rising by 20% to 30% over six months [2][3] Business Responses - Businesses are adopting varied strategies to cope with the financial pressures; some are shifting to digital operations while others are passing costs onto consumers [2] - The typical profit margin for restaurants is low, often in single digits, making them particularly vulnerable to rising costs [3] Economic Implications - Economists are monitoring whether tariffs will lead to broader inflation and more cautious consumer spending this summer [5] - The uncertainty caused by the government's tariff announcements has led businesses to delay investments [5]

Core Viewpoint - The recent "subsidy war" in the food delivery market has led to unprecedented discounts, significantly increasing order volumes and consumer excitement in Taizhou, with platforms like JD, Meituan, and Ele.me competing aggressively [1][2][7]. Consumer Experience - Consumers have reported experiencing substantial discounts, with offers such as "18 yuan off 18 yuan" and even zero-cost meals becoming common [2][4]. - One consumer shared that they spent only 0.4 yuan on a drink and 8.3 yuan on a meal due to these discounts, highlighting the extreme affordability during this period [5][6]. Market Dynamics - The food delivery platforms have seen a surge in order volumes, with Taobao Flash Purchase and Ele.me reporting over 80 million daily orders, including more than 13 million non-food orders [9]. - Despite the initial high level of subsidies, there has been a noted decrease in discount intensity as of July 9, yet order volumes remain high, particularly for popular chain restaurants and beverage shops [7][9]. Industry Impact - The surge in orders has overwhelmed many businesses, with some reporting daily orders increasing by 20 to 30 [9]. - While the profit margins for coffee shops have remained stable, the competition has pressured the profit margins of chain restaurants and other food services [10].

最新一期业绩显示，2025年一季报，公司实现营业收入5.83亿元，同比5.04%；净利润1291.91万元，同 比70.33%，销售毛利率32.46%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13开创国际37.8541.151.1125.18亿行业平均 42.8947.604.11119.82亿行业中值43.0952.542.6642.41亿1天邦食品6.774.551.7566.44亿2傲农生物 8.6516.263.2294.23亿3温氏股份9.3412.622.761164.44亿4立华股份9.7110.511.72159.92亿5牧原股份 9.9513.783.272463.71亿6京基智农10.7811.661.8983.20亿7天康生物12.3214.241.2186.15亿8巨星农牧 13.7520.853.41108.13亿9禾丰股份13.9622.941.2078.56亿10唐人神14.5819.521.2069.36亿11新希望 15.1891.461.95433.15亿12神农集团18.0624.163.34165.95亿 来源：金融界 7月9日，开创国际今日收盘10.4 ...

序号股票简称PE(TTM)PE(静)市净率总市值(元)13开创国际38.4641.821.1325.59亿行业平均 43.0947.654.08119.13亿行业中值43.5151.762.6443.02亿1天邦食品6.844.601.7667.10亿2傲农生物 8.7416.443.2695.27亿3温氏股份9.2812.542.741157.12亿4立华股份9.4810.271.68156.15亿5牧原股份 9.6513.363.172388.87亿6京基智农10.8111.691.8983.41亿7天康生物12.2414.151.2085.60亿8禾丰股份 13.8622.781.1978.02亿9巨星农牧13.9421.133.45109.56亿10唐人神14.4519.351.1968.79亿11新希望 15.0490.601.93429.06亿12神农集团18.4924.743.42169.94亿 7月4日，开创国际今日收盘10.62元，下跌3.80%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到38.46倍，总市值25.59亿元。 来源：金融界 上海开创国际海洋资源股份有限公司的 ...

●本报记者任明杰董添 "自4月7日开通绿色通道以来，我们已收到500多封合作邮件，与300多家企业进入洽谈阶段，在多家门 店外贸专区陆续上架相关商品。"永辉超市副总裁甘旺亨4月23日告诉中国证券报记者。近日，永辉、盒 马等线下商超，京东、美团、百度等线上平台纷纷出手，助力外贸企业出口转内销。 珠海金稻电器60%以上的产品用于外销，公司推出的卷直发器、蒸脸仪、美容仪产品在亚马逊等平台广 受欢迎。受美国所谓"对等关税"政策影响，公司产品严重积压，亟须开拓国内市场。京东美容电器业务 负责人陈玙带队，联合吹卷组核心采销申艳，紧急赶赴珠海，与金稻团队深入沟通转型策略。 "我们不仅提供了包销支持政策，还整合站内流量、营销资源及渠道优势，助力金稻快速打通内销通 路，实现品牌焕新。"陈玙告诉记者，"从京东的角度来讲，我们除了推出规模达2000亿元的扶持项目 外，还通过成本优化与效率提升、平台优势与渠道协同，帮助外贸企业打通内销通道。" 在义乌国际商贸城经营体育礼品的陈老板，站在堆满NBA球队马克杯、球星手办的仓库前有些茫然无 措。"最近，NBA季后赛激战正酣，但美国30多个采购商有近一半暂停订货。"陈老板告诉记者，本想通 过 ...

图为疍家博物馆，现已成为网红打卡地 "渔业+旅游"绽放魅力。依托独特的疍家文化底蕴和渔港经济区，陵水精心打造疍家文化渔旅风情核心区。2023年2月，海南省首家海上共享渔庄在陵水 疍家渔排挂牌；9月，国内首个以疍家文化为主题的博物馆在陵水开馆，疍家渔排海上民宿迅速成为网红打卡地。与此同时，陵水还推出了疍家文化体验、 生态垂钓、深海观光三大休闲渔船精品线路。2024年，"陵水新村——疍家风情非遗特色之旅"成为海南省唯一入选2024全国非遗特色旅游的线路。 "文化+旅游"提质升级。海南环岛旅游公路陵水段全线通车，有效串联旅游资源；陵水新增3家"三椰级"乡村旅游点，7个点位入选海南百个"网红旅游 点"；"去野陵水"乡村旅游品牌日益响亮，周末游热度攀升；陵水县本号镇小妹村入选"全国第二批乡村旅游重点村"，文旅产业层级持续提升。 国际化业态蓬勃发展。以分界洲岛获评全国首批"和美海岛"为契机，陵水不断丰富高端旅游业态。2024年8月，为期3天的海南东南·陵水科技艺术嘉年 华在海风小镇成功举办，融合科技、艺术、市集、演艺与美食的多元化盛宴，吸引了八方游客，不仅展现了陵水在科技文化产业出海的巨大潜力，也塑造 了"文化出海第一城 ...

骨头汤 骨头汤是传统饮食中的一道名食，因其治愈和营养特性而备受尊崇。骨头汤是用动物的骨头和结缔组织 熬煮而成的，富含胶原蛋白、明胶和必需氨基酸。这些营养物质很容易被人体吸收，从而促进胶原蛋白 的生成并支持皮肤健康。除了胶原蛋白，骨头汤还含有钙、镁和磷等矿物质，它们能进一步增强皮肤的 活力。 多脂鱼 像鲑鱼、马鲛鱼和金枪鱼这样的多脂鱼富含欧米伽-3脂肪酸，它能通过减少炎症、保持皮肤水分来支持 皮肤健康。此外，多脂鱼也是海洋胶原蛋白的极佳来源，这种胶原蛋白的生物利用度高，能有效增加皮 肤的弹性和水分。海洋胶原蛋白中的肽来自于鱼皮和鱼鳞，它们很容易被人体吸收，使其成为那些希望 增加胶原蛋白摄入量的人的理想选择。 鸡蛋 鸡蛋是一种用途多样和营养丰富的食物，它可以显著地增加胶原蛋白的生成量。虽然鸡蛋不直接含有胶 原蛋白，但它富含脯氨酸，这是一种对胶原蛋白合成起到至关重要作用的氨基酸。此外，蛋清含有的赖 氨酸是另一种支持胶原蛋白形成的氨基酸。蛋黄提供的重要营养物质（如维生素D和健康的脂肪）也有 助于保持皮肤健康。 柑橘类水果 要想让皮肤看起来滋润有光泽，你所吃的食物与涂抹的护肤品同等重要。虽然注射血清和涂抹防衰老的 面霜 ...

化海洋牧场适养 品种核心技术攻 关项目"百万种 苗"助力"百千万 工程"暨2025年 中央农业生态资 源保护资金增殖 珍贵种苗在水池 里中欢快游弋， 这些被誉为"海 洋芯片"的优质 苗种，正承载着 广东建设现代化 海洋牧场的战略 使命，源源不断 地游向广袤的中 国南海。 6月28日，在广 东省农业技术推 广中心大亚湾基 地，广东省现代 新质生产力入 海，广东正奏响 蓝色狂飙曲_南 方+_南方plus 初夏时节，广东 省农业技术推广 中心大亚湾基地 养殖车间内一派 生机勃勃。赤点 石斑鱼、老虎 斑、波纹龙虾等 放流现场活动隆 重举行。 以南方种业创新 基地为战略支 点，广东正全力 撬动全国领先的 现代海洋牧场建 设。这一重大举 措，既是对省 委"百千万工 程"的深化落实 和创新发展，更 是将"新质生产 力"理念深度融 入海洋经济的具 体体现。 从技术突围到深 广东省现代化海 洋牧场适养品 种，更为加快推 进科研成果转化 推广应用奠定了 坚实基础。 海养殖 这并非一次简单 的种业技术攻关 成功展示，而是 对广东在建 设"海上粮仓" 、 守护海洋生态、 推动乡村振兴等 维度的"大阅 兵" 。 时间回拨到2024 年 ...

Core Viewpoint - The canned food industry in China is undergoing a significant digital transformation, driven by government policies and technological advancements, enhancing efficiency and competitiveness while reducing costs. Group 1: Digital Transformation in Canned Food Industry - The digital transformation in the canned food industry is exemplified by the implementation of batch management, pressure gauge management, and temperature management in production facilities, leading to improved operational efficiency [1] - The recent "Implementation Plan for Digital Transformation in the Food Industry" identifies the canned food sector as a key area for digitalization, aiming to address pain points and accelerate the application of information technology [2] - The domestic canned food industry has seen a rise in the localization rate of key equipment from 60% to 70% during the "14th Five-Year Plan" period, reflecting increased investment in automation and intelligent equipment [3] Group 2: Technological Advancements and Efficiency Gains - The introduction of energy-efficient sterilization equipment has resulted in a 40% reduction in steam consumption, while a heat recovery system has lowered average energy consumption per product by 18% [4] - The digital production management system has improved production efficiency by 30% and reduced labor costs by 25%, showcasing the benefits of digitalization in operational processes [4] - Companies like Ningbo Today Food Co., Ltd. have achieved a 95% automation rate in key equipment and a 95% rate of automatic data collection, leading to a 30% increase in production efficiency and a 15% decrease in operational costs [4] Group 3: Future Outlook and Industry Evolution - The digital transformation is expected to significantly alter the competitive landscape and business models within the canned food industry, with potential new data service models emerging [5] - The industry is moving towards a more efficient, green, and innovative future, shedding its traditional labor-intensive image [6] - The "Implementation Plan" provides detailed guidance for the industry to better execute digital transformation, addressing challenges faced by small and medium-sized enterprises in terms of funding, technology, and talent [7]

Core Insights - AIRMETER successfully leveraged precise marketing strategies and multi-channel collaboration during the 618 shopping festival, achieving over 1.7 billion yuan in online sales and maintaining its position as the top brand in the instant pasta category on major platforms [1] Group 1: Marketing Strategies - The collaboration with celebrity He Haonan as the brand ambassador injected new energy and connection with young consumers, resulting in over 1 billion brand exposure and sales exceeding 3 million yuan within 24 hours of the announcement [2] - The partnership with top food influencer "Special Ula La" created a new marketing model combining short video promotion and live streaming, leading to over 40 million brand exposures and sales surpassing 6.6 million yuan in a single session [4][5] Group 2: Product Innovation - The launch of a new instant noodle series during the 618 promotion achieved sales exceeding 10 million yuan, featuring unique flavors that cater to various dining scenarios [10] - The introduction of the "Corn Pig Soft Bone Baby Noodle" series specifically targets the needs of parents dealing with picky eaters, achieving significant sales growth and enhancing brand influence in the niche market [10] Group 3: Brand Experience - The collaboration with Disney IPs created a multi-dimensional brand experience, successfully extending the consumer base to include pet owners and enhancing emotional connections through themed products [7][8] - The brand's focus on emotional resonance and social value has transformed simple food products into emotional carriers, elevating the consumer experience beyond mere sustenance [12] Group 4: Future Outlook - The impressive performance during the 618 festival reflects the unique value and strong potential of AIRMETER in the food sector, motivating the company to continue prioritizing product innovation and consumer value [13]