新华社重庆2月21日电 题：新农人 新产业 新乡村——重庆璧山打造农业"孵化器"推动乡村振兴 新华社记者黄兴 春节期间，走进重庆市璧山区七塘镇喜观村，只见处处涌动着创业的活力与乡村的生机：冬日暖阳 下，温室大棚里草莓红艳、羊肚菌破土而出；不远处，稻田抹茶屋造型简约现代，年轻人忙着打卡拍 照；直播小院内，主播正对着镜头推介本地农特产品…… 这股活力与生机，源于璧山区打造农业"孵化器"，持续引入新农人，打造乡村产业，为乡村发展注 入动能。 璧山区委组织部部务委员彭湖说，璧山区在2025年试点建设乡村人才创新创业学院，作为农业产 业"孵化器"，推动人才、资本、技术等要素向乡村高效集聚，为新农人提供从"想法"到"产业"的全链条 护航。 "目前，依托西南大学（璧山）乡村振兴专家工作站，高校专家常驻田间，为我们镇上的羊肚菌种 植、智慧猪舍建设等提供技术'陪跑'服务，把智力资源精准导入乡村产业一线。"璧山区七塘镇党委书 记万阳说。 产业兴则乡村兴，新农人正加速汇聚。截至目前，璧山已落地乡村创业项目71个，吸引50多名科技 人才驻村进行成果转化，引入超120名乡村网红驻村发展，加快培育和集聚农业农村科技、农业生产经 营、乡村 ...

Group 1 - The core focus of the news is on Linping Development, a company specializing in the research and production of corrugated paper and boxboard, which is set to be listed on the Shanghai Stock Exchange. The company has established a strong reputation with 27 patents and has participated in drafting national industry standards, showcasing its commitment to quality and innovation [1] - Linping Development has automated its entire production process, resulting in a high product qualification rate and lower costs compared to competitors. The company has long-term stable partnerships with major downstream companies like Hexing Packaging, significantly exceeding the industry average in production and sales scale [1] - The company is pursuing a circular economy model through waste paper recycling and cogeneration, which not only enhances its environmental credentials but also provides cost advantages. It has previously received recognition as an advanced private enterprise in poverty alleviation in Anhui province [1] Group 2 - The news highlights the importance of understanding market dynamics beyond just news headlines. It emphasizes that institutional trading behavior is crucial for stock pricing, and relying solely on news can lead to poor investment decisions [3][5] - The article discusses how quantitative data tools can help investors discern the underlying market logic, allowing them to make more informed decisions rather than reacting emotionally to market fluctuations [11] - The narrative illustrates the contrast between stocks that are influenced by institutional trading versus those driven by retail investors, emphasizing the need for a data-driven approach to investment strategies [9][11]

Core Viewpoint - The People's Bank of China, along with financial regulatory authorities, has issued guidelines to establish a regular financial support mechanism aimed at preventing poverty and promoting rural revitalization, emphasizing the need to secure financial demands across the entire agricultural supply chain [1][2]. Financial Support for Agriculture - The guidelines propose increasing financial support for agricultural specialty industries, focusing on key links such as production and circulation, while developing supply chain financial services like accounts receivable financing, order pledges, and supply chain bills [1][2]. - Financial institutions are encouraged to connect with core enterprises and management systems in warehousing, logistics, and transportation to enhance service capabilities and risk control [1][2]. Credit and Service Efficiency - The guidelines advocate for aligning with the national agricultural brand cultivation plan and establishing quantitative credit models for advantageous specialty industry clusters to improve service efficiency [1][2]. New Financial Service Models - There is a call to create tailored financial service models for new industries and business formats such as leisure agriculture, rural tourism, homestay economy, and e-commerce live streaming, aimed at further expanding and enhancing agricultural comprehensive income [1][2].

Core Viewpoint - The central bank and four departments have issued opinions to establish a regular financial support mechanism aimed at preventing poverty and promoting rural revitalization, emphasizing the need to secure financial demands across the entire agricultural industry chain [1] Group 1: Financial Support for Agriculture - The initiative aims to enhance financial support for agricultural specialty industries, focusing on key links such as production and circulation [1] - Financial institutions are encouraged to develop supply chain financial services, including accounts receivable financing, order pledges, and supply chain bills, while ensuring compliance [1] - There is a call for financial institutions to connect with core enterprises and management systems in warehousing, logistics, and transportation to improve service capabilities and risk control [1] Group 2: Credit and Service Efficiency - The plan promotes the establishment of batch credit models targeting advantageous specialty industry clusters to enhance service efficiency [1] - It emphasizes the need for tailored financial service models for new industries and business formats such as leisure agriculture, rural tourism, homestay economy, and e-commerce live streaming [1] - The goal is to further expand and enhance the comprehensive income of agriculture through these new financial service models [1]

Core Viewpoint - The article highlights the proactive measures taken by Linfen Power Supply Company to ensure reliable electricity supply for Shanxi Yude New Material Technology Co., Ltd., especially during the pre-Spring Festival period, supporting the growth of high-tech industries in the region [1][3][6]. Group 1: Company Operations - Shanxi Yude New Material Technology Co., Ltd. operates a modern factory with automated production lines, producing high-performance composite materials for wind turbine blades [1]. - The company has a significant production capacity, with the first phase generating over 170,000 kilowatt-hours per month, and anticipates increased demand with the upcoming second phase of construction [4][5]. Group 2: Power Supply Support - Linfen Power Supply Company has implemented a "proactive connection and full-service" model to facilitate efficient electricity access for high-value new material industries [3]. - The company conducted on-site visits to assess current electricity needs and future expansion plans, ensuring that the power supply can meet the growing demands of Yude's second phase project [4][5]. Group 3: Safety and Reliability Measures - The power supply team performed detailed inspections of critical equipment, including transformers and protective devices, to ensure operational safety and reliability [5]. - A comprehensive power supply plan for the Spring Festival was established, including increased inspection frequency and the use of drones for maintenance, alongside a 24-hour emergency contact mechanism [7]. Group 4: Economic Impact - The support for strategic emerging industries like Yude New Material is seen as essential for local economic development, with Linfen Power Supply Company committed to providing stable and high-quality electricity to foster growth [7].

Group 1 - The current market is in a mid-stage of a new industrial cycle driven by artificial intelligence, which is considered the leading industry of this cycle [1][4][10] - The focus areas for investment include computing power (semiconductor equipment, GPU chips, storage, optical communication, liquid cooling) and AI applications (humanoid robots, autonomous driving, industrial AI, agents) [4][10] - Core assets are concentrated in sectors such as non-ferrous metals, basic chemicals, non-bank financials, machinery, and electrical equipment [4][10] Group 2 - The market is expected to experience volatility with significant sector performance differentiation by Q4 2025, where non-ferrous metals, oil and petrochemicals, and communications are projected to perform well, while pharmaceuticals, real estate, and beauty care are expected to lag [4][10] - The portfolio structure of the Huashang Strategy Selected Flexible Allocation Mixed Fund remains stable, with major allocations in upstream resources, digital economy, smart electric vehicles, green energy, national defense and military industry, biomedicine, and consumer services [4][10] Group 3 - The investment strategy emphasizes a combination of core assets as a foundation and enhancing returns through leading industries in the industrial cycle, aiming to improve the risk-return profile of the investment portfolio [3][9] - The fund manager has nearly 13 years of experience in the securities industry, with a focus on mid-level industry research and a value growth strategy [3][9]

Core Viewpoint - The report from Guosen Securities indicates that the medical services and consumer-related sectors have experienced long-term adjustments, resulting in valuations at historical lows. By 2026, improvements in supply structure, increased treatment volumes, and store optimization are expected to lead to a dual recovery in fundamentals and valuations, with AI empowerment providing new momentum for leading companies [1][2]. Group 1: Medical Services and Consumer Sectors - The medical services and consumer-related sectors are currently undervalued and poised for performance recovery, with a focus on specific sub-sectors [2]. - In medical services, improvements in supply structure and consumer environment are anticipated to gradually revive business, with stable customer spending and increased treatment volumes. Leading companies are expected to provide positive earnings guidance for 2026, indicating a potential dual recovery in fundamentals and valuations. AI-related business developments are also expected to drive new growth for leading medical service firms. Key companies to watch include Aier Eye Hospital (300015), Gushengtang, Tongce Medical (600763), and Haijia Medical [2]. - The pharmacy sector has shown significant marginal improvement in performance since Q3 2025, with leading companies improving same-store performance quarterly. Regulatory support from nine ministries emphasizes the long-term development direction of industry concentration and chain rate enhancement, with non-pharmaceutical adjustments and store structure optimization driving short-term performance improvements. Key companies include Yifeng Pharmacy (603939) and Dazhenglin (603233) [2]. Group 2: Home Medical Devices - The growth of home medical device companies is driven by increased product penetration and domestic production rates. Rapid growth is observed in products like Continuous Glucose Monitors (CGM) and sleep apnea machines, with leading domestic brands expanding internationally. Traditional categories like blood pressure monitors are increasingly focusing on the high-end market, with domestic brands steadily increasing market share. The combination of high domestic growth and new overseas markets is expected to contribute to sustained performance growth for home medical device companies. Key companies include Yuyue Medical (002223), Kefu Medical (301087), Sanofi Biological (300298), and Ruimaite (301367) [3]. Group 3: Innovative Drug Development - The collaboration for the international expansion of innovative drugs continues to deepen, with recent significant agreements between Shiyao Group and AstraZeneca, as well as Innovent Biologics and Eli Lilly. These collaborations highlight the growing recognition of China's innovative drug development capabilities by multinational pharmaceutical companies, showcasing the efficiency and cost advantages of Chinese innovative drugs [4]. Group 4: Investment Portfolio for 2026 - The investment portfolio for 2026 includes A-shares such as Mindray Medical (300760), United Imaging Healthcare, WuXi AppTec (603259), New Industry (300832), Meihua Medical (301363), Adebiotech (300685), Zhend Medical (603301), Yaokang Biological, Kingmed Diagnostics (603882), Aier Eye Hospital, Yuyue Medical, Yifeng Pharmacy, and Dazhenglin; H-shares include Kangfang Biologics, Kelun-Botai Biologics-B, Hutchison China MediTech, Kangnuo-B, Sanofi Biopharma, Gushengtang, and Aikang Medical [5].

Core Insights - The Yangtze River Delta Cold Chain and Food Innovation Industry Conference was held in Yangzhou, focusing on the integration and innovation of cold chain logistics and the food industry amid consumption upgrades and the digital economy [1][2] - The establishment of the Yangzhou New Food Industry Chain OPC Talent Innovation Community aims to address talent bottlenecks in the food industry and stimulate innovation [2][3] Group 1: Conference Highlights - The conference gathered over 300 industry representatives, experts, and business leaders to discuss future development paths and blueprints for the cold chain and food industry [1] - The Yangzhou New Food Concept Verification Center was inaugurated to accelerate the industrialization of new food technologies, creating a comprehensive innovation ecosystem [1] Group 2: OPC Talent Innovation Community - The OPC Talent Innovation Community is a strategic initiative by the Guangling District to enhance the local food industry by fostering a flexible and creative entrepreneurial environment [2] - The community will focus on nurturing one-person companies (OPCs) in areas such as food research and development, process design, and brand marketing, addressing gaps in the value chain [3] Group 3: Future Development Plans - The Guangling District Food Industry Park plans to leverage the OPC Talent Innovation Community to attract and incubate skilled professionals, providing comprehensive support services [3] - The initiative aims to create a virtuous cycle of talent aggregation, entrepreneurial innovation, and industrial upgrading, contributing to the innovative integration of the cold chain and food industry in the Yangtze River Delta [3]

Core Viewpoint - Shengyuan Environmental (300867) reported stable operations in its main business areas of waste incineration power generation and urban sewage treatment, with continuous optimization in operational quality and profitability, indicating a solid and improving fundamental outlook [1] Group 1: Business Operations - The company’s main business segments, waste incineration power generation and urban sewage treatment, are performing steadily [1] - Operational quality and profitability are continuously improving, reflecting a strong fundamental performance [1] Group 2: New Business Initiatives - The company is actively expanding into the health industry, focusing on taurine raw materials and their derivatives [1] - The taurine raw material project is set to commence production soon, which is expected to cultivate new growth drivers and long-term development momentum for the company [1] - Stakeholders are encouraged to pay attention to the relevant sections in the company's 2025 annual report for further insights [1]

Group 1 - Shenzhen Zhonghe Innovation Industry Investment Co., Ltd. has been established with a registered capital of 10 million RMB, and its legal representative is Ning Zixuan [1] - The shareholders of the company include Guangzhou Zhongxing Health Management Technology Partnership (Limited Partnership) with a 40% stake, Shenzhen Zhonghe Fund Management Co., Ltd. with a 40% stake, and Shenzhen Nanfly Low-altitude Technology Co., Ltd. with a 20% stake [1] - The company's business scope includes investment activities with self-owned funds, financing consulting services, non-financing guarantee services, enterprise headquarters management, and various technology-related services including artificial intelligence and Internet of Things [1] Group 2 - The company is classified under the national standard industry of scientific research and technical services, specifically in technology promotion and application services [1] - The registered address of the company is located at New Era Plaza (Phase II), No. 5 Taizi Road, Shuibay Community, Nanshan District, Shenzhen [1] - The company is structured as a limited liability company with an operating period until February 9, 2026, with no fixed term thereafter [1]