中新网温州9月11日电(傅飞扬)"我们把紫菜做成了小包装，把羊栖菜做成了各种拌饭酱，把鱼干放上 了'网'，希望鱼嫂们能少一点风吹日晒，多一些销售渠道……"11日，在位于浙江省温州市洞头区东岙 村的"满天星"电商共富工坊，"00后"创业青年陈舒雯接受中新网采访时说。 2023年3月，在杭州从事短视频行业的陈舒雯回到家乡，拍摄洞头的风景和美食，许多人通过她的镜头 感受"海上花园"的人文情怀和发展变迁。随后，她和团队成员帮助当地村民变现流量，通过直播电商销 售渔农产品。 9月11日，陈舒雯在东岙村办公。傅飞扬 摄 "截至目前，我们的渔农产品销售额达到500万元，今年又和7个农户签订了近40万元的采购合同。"陈舒 雯注意到，眼下，村庄里的年轻人越来越多，民宿、咖啡馆等新业态不断涌现，乡村的土地上大有可 为。 缩差距促共富，浙江"海上花园"何以蝶变？ 数据显示，依托海岛石厝发展民宿经济，洞头近三年激活闲置农房620余幢，累计形成床位7000余张， 户均年增收15万；针对民宿代厨需求，该区成立"渔家厨娘共富工坊"，带动1200余名妇女增收；当地出 台青年上岛12条创业扶持举措，撬动上千名上岛青年变岛上青年，孵化赛尔码头等 ...

Macro Strategy - The core viewpoint highlights the unprecedented removal of Federal Reserve Governor Cook by Trump, raising concerns about the independence of the Federal Reserve and the potential for more "Trump-aligned" appointees, which could lead to increased expectations for interest rate cuts in the future [1] - Following the removal announcement, market reactions included rising long-term U.S. Treasury yields and gold prices, while the U.S. dollar index declined, indicating a shift in investor sentiment towards risk assets [1] Fixed Income - The report indicates a cautious approach in the convertible bond market, suggesting a reduction in exposure to high-priced targets while increasing allocations to ETFs to balance risks [2][3] - The 10-year government bond yield increased from 1.745% to 1.785%, reflecting market adjustments to macroeconomic conditions [2] Industry Insights - New Lai Ying Material (300260) reported improved Q2 performance, benefiting from growth in the semiconductor and liquid cooling sectors, with a focus on domestic substitution and an optimized customer structure [5][6] - Li Yuan Heng (688499) achieved profitability with a robust order backlog in solid-state battery equipment, indicating a strong operational cash flow and successful delivery to major clients [7] - Jin Zai Food (003000) is experiencing a Q2 adjustment period, leading to a downward revision of profit forecasts for 2025-2027, reflecting a mismatch between internal expansion strategies and external market conditions [8][9] - Anpei Long (301413) reported steady growth in its temperature and pressure sensor business while investing in humanoid robotics, adjusting profit forecasts for 2025-2026 [10] - Xinde New Materials (301349) is seeing significant growth in fast-charging products, with profit forecasts adjusted upwards due to improved margins [11] - The report on China National Railway (601766) indicates strong growth in H1 2025, driven by recovery in railway fixed asset investments [18] - The report on China Duty Free Group (601888) highlights a narrowing revenue decline in Q2 2025, with a focus on expanding city store operations to boost sales [31] - Yun Aluminum (000807) reported a 17.98% increase in revenue for H1 2025, with a focus on maintaining high profit margins amid fluctuating aluminum prices [32][33]

证券研究报告·公司点评报告·休闲食品 劲仔食品（003000） 2025 年中报点评：Q2 进入调整期，内部扩张 战略与外部弱势环境错配 买入（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 2,065 | 2,412 | 2,505 | 2,745 | 2,965 | | 同比（%） | 41.26 | 16.79 | 3.85 | 9.60 | 8.00 | | 归母净利润（百万元） | 209.58 | 291.33 | 237.43 | 348.58 | 393.14 | | 同比（%） | 68.17 | 39.01 | (18.50) | 46.81 | 12.78 | | EPS-最新摊薄（元/股） | 0.46 | 0.65 | 0.53 | 0.77 | 0.87 | | P/E（现价&最新摊薄） | 28.66 | 20.62 | 25.30 | 17.23 | 15.28 | [Table_Tag ...

Core Viewpoint - The opening of the fishing season at Jianghong Fishing Port marks a significant event for the local marine industry and tourism, showcasing the integration of cultural and economic activities in the region [2][3][6]. Group 1: Fishing Season Opening - The fishing season officially opened on August 16 at Jianghong Fishing Port, with numerous fishing boats setting sail [2][3]. - The event attracted over 600 tourists from Guangzhou, highlighting the local fishing culture and the excitement of the season [17]. Group 2: Cultural and Tourism Activities - The "Media+" initiative aims to strengthen the marine industry and promote the "Hundred Million Project" through a series of cultural and tourism activities [5][6]. - The opening ceremony featured local seafood delicacies, including "Jiang Eight Fresh" which consists of various types of fish and shellfish, enhancing the culinary appeal of the region [14]. Group 3: Market Dynamics - The Tian Guang Fish Market saw a bustling crowd as fresh catches arrived, indicating strong demand from both local and external buyers [20][23]. - Cold chain logistics were actively engaged in transporting fresh seafood to various destinations, reflecting the operational efficiency of the supply chain [28]. Group 4: Integrated Activities - The Fishing Season Cultural Week includes diverse activities such as seafood exhibitions, food streets, music events, and beach sports, aiming to create a comprehensive tourism experience [32][49]. - The event is designed to convert short-term interest into sustained visitor flow, promoting long-term economic benefits for the region [34]. Group 5: Scenic Attractions - Jianghong boasts a 22-kilometer coastline with attractions like Xianqu Island and Xiaokou Beach, which draw visitors even during the off-season [55][56]. - The natural beauty of the area, including picturesque sunsets and serene beach environments, enhances its appeal as a tourist destination [65].

Core Viewpoint - The event marks the opening of the fishing season in Jianghong, Suixi County, which is part of a broader initiative to promote rural revitalization through the "Media+" model, enhancing the local marine economy and tourism industry [9][20]. Group 1: Event Overview - The fishing season officially opened at Jianghong Fishing Port after a three-and-a-half-month break, with fishing boats setting sail towards the Beibu Gulf [4][5]. - The opening ceremony was part of the "Media+ Empowerment" initiative, aimed at integrating media with rural revitalization efforts [6][9]. - The event featured various cultural performances and activities, creating a festive atmosphere [14][16]. Group 2: Economic Impact - The event is expected to boost local tourism and the marine economy, with significant participation from tourists and local businesses [30][36]. - Last year's fishing season attracted 80,000 visitors, with the first day of the fishing festival recording over 1,200 tons of fish traded, generating more than 20 million yuan in revenue, a 20% increase year-on-year [50][52]. - The Jianghong Fishing Port is a major distribution center, handling nearly 100,000 tons of fish annually, accounting for over 80% of the county's fishery transaction volume [74][76]. Group 3: Media and Marketing Strategy - The event utilized various media platforms, including live streaming and social media, to engage audiences, resulting in nearly 3 million views during the live broadcasts [28][30]. - The "Media+" approach aims to enhance brand awareness for local seafood products and promote the Jianghong fishing culture [34][36]. - The integration of agriculture, tourism, and culture through innovative marketing strategies is designed to convert visitor interest into economic growth [39][41]. Group 4: Future Prospects - The local government plans to further integrate traditional fishing activities with brand promotion and rural revitalization, aiming to attract more tourists and investments [24][26]. - The initiative is part of a larger plan to develop a sustainable fishing and cultural tourism brand, enhancing the region's appeal [22][24].