内容概要：随着国民收入健康意识的增强，对高蛋白、低脂肪、富含维生素和矿物质的健康食品需求日 益增加，鹿茸菇作为营养丰富的食用菌，符合消费者对健康食品的追求，尤其受城市居民和中高端消费 群体的青睐，为满足日益增长的市场需求，我国鹿茸菇生产企业纷纷扩大产能，近年来，我国鹿茸菇不 论种植技术还是产量均取得重大突破，据中国食用菌协会数据显示，2023年我国鹿茸菇产量达19.31万 吨，同比增长79.49%，2024年，随着种植设备和技术的不断升级，我国鹿茸菇工厂化率进一步提升， 产量有望突破30万吨。从产区分布来看，目前，我国鹿茸菇产区主要分布在贵州、山东、福建、江西、 四川等地，上述五省鹿茸菇产量占全国鹿茸菇总产量的比例超70%。 上市企业：万辰集团（300972）、雪榕生物（300511） 相关企业：贵州省贵福菌业发展有限公司、江苏鸿升生物科技股份有限公司、山东农发智慧生物科技集 团有限公司、贵州贵旺生物科技有限公司、成都汇菇源生物科技有限公司、广东中茂生物科技有限公 司、贵州顺诚生物科技有限公司、江苏菇本堂生物科技股份有限公司、江西祥川生物科技有限公司、四 川琪英菌业股份有限公司、河南菇养元生物技术有限公司 关 ...

Group 1 - Heilongjiang Province is focusing on the supervision of rural revitalization, particularly in promoting the development of characteristic industries and enhancing the quality and efficiency of agriculture [1] - The province's disciplinary inspection and supervision agencies are emphasizing the management of rural collective assets and ensuring the implementation of agricultural support policies [1] - The "Plan for Accelerating the Construction of an Agricultural Power (2024-2035)" aims to develop a modern rural industrial system by integrating various agricultural functions and resources [1] Group 2 - In Liuzhou, Guangxi, the local government is using the sugarcane industry as a lever for rural common prosperity, implementing special supervision to ensure effective policy execution and fund management [2] - A structured supervision mechanism has been established to address issues such as delayed subsidy payments and corruption related to industry support projects [2] Group 3 - In Chenzhou, Hunan Province, the focus is on four major "billion-dollar industries" including vegetables and citrus, with a strong emphasis on accountability and effective policy implementation [3] - The local disciplinary inspection agencies are enhancing supervision to ensure timely disbursement of subsidies and efficient operation of agricultural projects [3] Group 4 - In Fuyang District, Zhejiang Province, a new operational model has been established to unify tea farmers' production, leading to increased sales and income for local farmers [4] - In Pingdu, Shandong Province, the government is addressing challenges in the grape industry by improving cold storage and logistics, which has positively impacted prices and sales [4] Group 5 - In Daozhen County, Guizhou Province, the edible mushroom industry has become a key feature, generating significant income for local households through effective project management and supervision [5] - The local disciplinary inspection agency is actively monitoring the industry to ensure compliance and address issues such as misappropriation of funds [5]

Group 1 - The core viewpoint of the articles highlights the rapid growth and potential of the marine economy in China, driven by deep-sea technology and emerging industries [9][10]. - The Guangdong province has introduced regulations to promote high-quality development of the marine economy, aiming to build a "new Guangdong at sea" by optimizing spatial layout and supporting emerging marine industries [8]. - The marine economy's output value is projected to exceed 13 trillion yuan by 2025, with deep-sea technology-related industries expected to account for over 25% of this market [9]. Group 2 - Wanchen Group has emerged as a leading player in the consumer sector, with its stock price increasing over tenfold in the past year, reaching a market capitalization of over 35 billion yuan [3][6]. - The company reported a total revenue of 32.33 billion yuan for 2024, a year-on-year increase of 247.86%, and a net profit of 294 million yuan, marking a significant turnaround [6]. - Wanchen Group operates a vast network of 14,200 retail stores across 29 provinces, with its snack brand becoming a nationally recognized chain [5]. Group 3 - The marine economy concept stocks have experienced significant volatility, with many seeing a pullback of over 20% from their peak values [11]. - Companies like China International Marine Containers and Tianeng Holding have low price-to-book ratios, indicating potential investment opportunities in the marine economy sector [12].

2025.05. 23 5月23日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 宁德时代：参投的泽远基金募集完毕 公司出资比例6.91% 宁德时代(300750)公告，公司参与投资的泽远基金已募集完毕，基金总规模为101.28亿元，较前次 公告的基金规模50.86亿元增加了50.42亿元，其中新增的认缴出资额主要由鄂尔多斯市创新投资集 团有限公司、国家绿色发展基金股份有限公司等企业认购。公司在泽远基金中的认缴出资额为7亿 元，较前次公告未发生变化。泽远基金募集完毕后，公司在该基金中的认缴出资比例由前次公告的 13.76%下降为6.91%。 中金黄金：控股股东筹划将内蒙金陶等四家企业注入公司 中金黄金(600489)公告，为解决与公司存在的同业竞争问题，公司控股股东黄金集团根据对公司作 出的非竞争承诺，计划将目前孵化较成熟的内蒙古金陶股份有限公司（简称"内蒙金陶"）等四家企业 注入公司。公司拟收购黄金集团持有的内蒙金陶49.34%股权、黄金集团全资子公司持有的河北大白 阳金矿有限公司80%股权、黄金集团控股子公司持有的辽宁天利金业有限责任公司70%股权和辽 ...

今年以来，一系列扩内需促消费政策发力显效，做强国内大循环，进一步释放我国超大规模市场活力。在一季度实现"开门红"后，多地抓紧部 署二季度经济工作重点，明确进一步聚焦提振内需，加快释放政策效能。 4月21日召开的上海市政府常务会议明确，有针对性实施好提振消费专项行动，抓好"两新"政策落地，扩大服务消费和会展消费，促进入境游 消费发展，打造更多文商旅体融合的消费场景。 6日上午，A股大牛股万辰集团（300972）一度大跌超8%。截至上午收盘，万辰集团暂报153.9元，下跌6.59%，总市值277亿元。 近段时间以来，A股市场与内需消费相关的牛股辈出。近来，万辰集团股价不断创历史新高。 | 最高: 167.88 | 今开:167.00 | 涨停: 197.70 | 成交量: 36228手 | | --- | --- | --- | --- | | 最低: 150.50 | 昨收:164.75 | 跌停: 131.80 | 成交额:5.65亿 | | 换手:2.33% | 盘后量: -- | 量比: 1.52 | 总市值: 277.00亿 | | 振幅: 10.55% | 盘后额: -- | 委比: -29.41% ...

在广西壮族自治区贵港市港北区的广西汇菇源生物技术有限公司生产车间内，整齐排列的工厂化培育菌 罐好似一排排哨兵，在可调节灯光的照射下茁壮成长。 "以前我被菌菇带着'跑'，现在我要带着菌菇'跑'。"望着这些凝结着奋斗心血的成果，企业负责人叶滔 语气坚定地说。 出生于"中国食用菌之都"福建省古田县的"80后"叶滔是一名"菇二代"，从小对菌菇种植技术耳濡目染。 留学归来后，他曾辗转北京、上海、南京等地，持续探索如何将小小的菌菇培育成现代化的大产业。 2022年，叶滔怀揣着"菌菇梦"来到广西贵港，和年轻的团队成员一起，用时两年建成了年产5万吨的食 用菌工厂化生产基地。不同于传统的菌棒种植，基地采用液体菌种制种、工厂化立体式栽培等技术，每 天可接种25万瓶液体菌种。10层高的出菇房内，一天就能采收130吨食用菌，效率比传统种植提升超10 倍。 "以前父母在林场种菇、卖菇，靠的是汗水和韧劲。今天我们要用科技和品牌，让菌菇产业做得更大、 走得更远。"叶滔说。 在贵港市港北区根竹镇的老乡家园，居住着200多户易地扶贫搬迁户。2023年，叶滔带领团队通过盘活 社区附近闲置的33间出菇房，聘用30多名脱贫户进厂务工。在教授种菇技术 ...