7 month 18 On the same day, the official website of the Ministry of Culture and Tourism publicized the list of the second batch of national-level night cultural and tourism consumption clusters.   The list shows that there are a total of 123 The location is proposed to be included in the second batch of national-level night cultural and tourism consumption clusters, with Guangdong being selected among them. 6 district.   What impact does night-time culture and tourism consumption have on consumption and tourism, and what is its significance? How can we better develop night-time culture? Frost & Sullivan Frost & Sullivan, Zhang Jian, Partner and Managing Director of Frost & Sullivan's Greater China Region (hereinafter referred to as 'Frost & Sullivan'), was interviewed by Economic Observer Network to discuss the impact of nightlife culture on tourism and consumption under the background of the epidemic, as well as future development trends. Economic Observer Network 7 month 18 On the same day, the official website of the Ministry of Culture and Tourism publicized the list of the second batch of national-level night cultural and tourism consumption clusters. The list shows that there are a total of 123 The location is proposed to be selected as part of the second batch of national-level night cultural and tourism consumption clusters, including Guangdong. 6 One is the Guangzhou Chimelong Tourist Resort, another is the Guangzhou Tower Tourist Area in Guangzhou City, the third is Shekou Coastal Cultural and Creative District in Shenzhen City, and the fourth is Happy Coast in OCT Town in Foshan City. PLUS , Qian Deng Lake area in Foshan City, Shuidong Street in Huizhou City. Previously 2021 year 11 In January, the Ministry of Culture and Tourism announced the list of the first batch of national-level night cultural and tourism consumption clusters. 120 The location has been successfully selected, including Guangdong 5 Districts include Beijing Road in Guangzhou City, Zhengjia Plaza in Guangzhou City, Foshan Creative Industrial Park in Foshan City, Zhongshan Holiday Plaza in Zhongshan City, and Chaozhou Ancient City in Chaozhou City. " In response, Zhang Jian, Partner and Managing Director of Frost & Sullivan Greater China, pointed out to an Economic Observer reporter that developing night tourism and consumption can expand domestic demand during a global economic downturn caused by the COVID-19 pandemic, which is conducive to stimulating the tourism economy. The launch of the construction of national-level night cultural and tourism consumption clusters is at 2021 year 7 Month. At that time, the Ministry of Culture and Tourism proposed to rely on existing blocks (including art blocks) in various regions with good development conditions, high concentration of cultural and tourism industries, and active nightlife markets , The selection and construction will be carried out in batches, including theaters, museums, art galleries, cultural and entertainment venues (such as concentrated areas), cultural and sports commercial and tourism complexes, tourist attractions, business areas of provincial-level and above cultural industry demonstration parks, etc. 200 The above-mentioned area is a national-level night cultural and tourism consumption cluster that meets the development direction of culture and tourism, has rich cultural connotations, prominent regional characteristics, a large scale of cultural and tourism consumption, high quality and level of consumption, and plays a typical exemplary and leading role. The Ministry of Culture and Tourism also emphasized that the construction of national-level night cultural and tourism consumption clusters should not involve large-scale demolition and construction. It is strictly prohibited to engage in 'image projects', 'performance projects', or 'face-saving projects'. To be eligible for applying to become a national-level night cultural and tourism consumption cluster, six requirements must be met: First, the boundaries are clear. The floor area of commercial areas within blocks, tourist attractions, provincial-level and above cultural industry demonstration parks should not exceed 3 Square kilometers, and the commercial area of the cultural, sports, business and tourism complex should not be less than 1 ten thousand square meters; Second, the business format has a high degree of concentration, with a large number and scale of nighttime cultural and tourism consumption. For blocks, cultural and sports commercial and tourism complexes, and cultural industry demonstration parks, the number or area of cultural businesses among night-time operators should account for no less than 40% For tourist attractions, the number of cultural and entertainment facilities operating at night or the area they cover should account for no less than 40% ; Thirdly, public services are improved. Nighttime social security, lighting, sanitation, transportation, and mobile communications are all in good condition, making nighttime travel convenient. There are parking spaces that can basically meet consumers' needs for overnight parking; Fourth, the brand has a high level of awareness;   Fifth, the market order is well-regulated;    Sixthly, the policy environment is favorable. The location of the applicant places importance on developing night culture and tourism economy, which can provide support to the applicants. Preferential policies such as financial rewards and subsidies are formulated and implemented. " "Under the impact of the pandemic, consumers' travel scope and choices have been limited, making it suitable for exploring tourism that combines regionalism, entertainment, and innovation. The night economy has social and leisure entertainment attributes, as well as distinct consumption scenarios, which can promote economic recovery in the post-pandemic era," said Zhang Jian. Zhang Jian pointed out that China has had a nighttime culture since ancient times. After the initial exploration period and the development phase when the government introduced policies to rectify the disorderly nightlife economy, China's nighttime tourism and consumption have entered a high-quality development stage where various regions are promoting the construction of nighttime economies. Against the backdrop of the national promotion of nighttime tourism, new scenarios such as innovative cultural consumption and smart consumption are gradually emerging. Diversified products integrating traditional culture are continuously being created and produced. While promoting consumption and enriching the nation's spiritual culture, these efforts further increase the options for social employment and positions. According to LeadLeo's data, the scale of domestic night economy consumption has been growing rapidly in recent years, from 2016 year 12 trillion yuan, increased to 2020 The year's promise 19 trillion yuan, with a compound annual growth rate of 11.4% The consumer sector mainly includes catering, bars, cultural activities, supplemented by shopping, leisure entertainment, sports and fitness. With continuous promotion from the national and local governments, 2025 The annual night economy consumption scale is expected to exceed 40 trillion yuan. " In Zhang Jian's view, the significance of the Ministry of Culture and Tourism leading the construction of national-level night cultural and tourism consumption clusters is mainly reflected in two aspects: cultural promotion and urban development. To avoid a single model of night tourism, night tourism areas should combine local characteristics, and after attracting visitors, they should boost local cultural promotion.   * This article is reprinted from   Economic Observer Network, Reporter Li Huaqing   ,    Original title:    Announcement of the List of the Second Batch of National Night Cultural and Tourism Consumption Agglomeration Areas Guangdong plans to be selected 6 district    ">

2022 " Win-Win Huawei Innovation Week 2022 year 7 month 18 day 2022 " win — win Huawei's Innovation Week & Product and Solution Release Conference (hereinafter referred to as the 'Release Conference') was held at Huawei's Bantian base in Shenzhen. As an event organized by Huawei, it is targeted at ICT The global series of industry events, themed 'Innovation, Co-creating the Future', aim to build an open, cooperative, and shared platform. It will involve in-depth discussions with industry elites, opinion leaders, and others on industry trends and hot topics, jointly outlining GUIDE Business blueprint.   Frost & Sullivan Frost & Sullivan The analyst team from Frost & Sullivan's Greater China region was invited to attend this conference. Frost & Sullivan integrates globally. 61 With over a decade of consulting experience, Frost & Sullivan continuously monitors the development of China's politics, economy, culture, and technology. The firm has delved deeply into multiple fields such as communication networks, artificial intelligence, healthcare, finance, and energy, accumulating rich research results. Among these, Frost & Sullivan's research on cloud includes cloud computing, cloud communications, cloud security, etc., comprehensively grasping the current situation and trends of the integrated development of cloud and industries.   As a long-term strategic partner of Huawei globally, Frost & Sullivan will work with Huawei to jointly support the development of the global industry and create a new world that is green, digital, and intelligent. Executive Director of Huawei, ICT Wang Tao, Director of the Infrastructure Business Management Committee, delivered a speech (Image source: Huawei) Highlights of the conference At the meeting, Huawei's Executive Director, ICT Wang Tao, Director of the Infrastructure Business Management Committee, said, “Continuously innovate and comprehensively move towards 5.5G The keynote speech kicked off the event. Wang Tao proposed 'Fully Embracing 5.5G The concept of "Times", and jointly exploring the future with operators and industry partners 5 - 10 The overall intergenerational evolution and innovative development direction of the industry in the coming year, moving forward hand in hand 5.5G The era calls for innovation and a win-win future. Wang Tao believes that 5.5G The era has six key capabilities that will empower digital life and development, namely: user experience reaches 10 Gbps Business boundaries extend beyond connections; diverse computing enables diverse applications; full-stack. AI Native assistance ADN reached L4 Green development enhances system energy efficiency. Wang Tao also put forward three initiatives: First, a joint definition 5.5G Vision and evolution direction of the times; secondly, 3GPP , ETSI , ITU Secondly, define the specific technical development paths for the future within the standard framework; thirdly, jointly prosper the industrial ecosystem, incubate more application scenarios, and accelerate digital and intelligent transformation. Yang Chaobin, President of Huawei's Wireless Product Line, delivered a keynote titled “Towards 5.5G Continuous innovation, begin 5G The speech on "The New Journey of the Industry". Yang Chaobin said that in order to meet TOC New businesses and to B industry-specific applications 5G New demands put forward by the network, Huawei will move towards 5.5G Continuous innovation, achieved eMBB/URLLC/mMTC As capabilities continue to improve, revolutionary new capabilities such as high-precision perception, passive IoT, high-precision positioning, and intelligence are added to build the 'downlink 10 Gbps uplink 1 Gbps , hundreds of billions of connections, endogenous intelligence&rdr;" 5.5G Network, embarking on a new journey for the industry. Liu Kang, President of Huawei Cloud's Core Network Product Line, delivered “Continuous Business Innovation across All Sectors, Towards 5.5G Keynote speech on "Core Network Era". Liu Kang said, aiming at 5.5G The network will extend from individual-oriented public networks to industry-oriented virtual private networks, providing strong support for the digital transformation and integrated innovation of various industries. In addition, mobile virtual private networks are innovative applications in the field of dedicated networks, which will enable us to enjoy 5G The convenience brought about by digital transformation improves industry production efficiency. Speech by Jin Yuzhi, President of Huawei's Optical Products Line (Image source: Huawei) Jin Yuzhi, President of Huawei's Optical Products Line, delivered a keynote titled " F5.5G In the speech titled "Creating a Full-Optical Quality Computing Power Network," Jin Yuzhi pointed out that Huawei's full-optical quality computing power network connects enterprises and homes downward, and clouds and computing power upward, supporting operators' network construction and business development. It includes five innovative solutions: full-optical anchors, full-optical terminals, full-optical scheduling, full-optical gateways, and computing power maps. Zhao Zhipeng, Vice President of Huawei's Data Communication Product Line, delivered "Intelligent Cloud Networking". 2.0 A keynote speech on "Comprehensive Upgrade to Accelerate Industry Digital Transformation". During the speech, Zhao Zhipeng officially released the newly upgraded intelligent cloud network. 2.0 Solution. Intelligent Cloud Network 2.0 at 1.0 Based on this, through upgrades in four aspects: new architecture, new experience, new model, and new services, the intelligent cloud network capabilities have been comprehensively enhanced to help operators connect + , with new growth, enabling the integrated development of cloud and network to move into a new phase. Dr. Zhou Yuefeng, Vice President of Huawei and President of the Data Storage Product Line, officially released the white paper "Operator Data Retention Metrics" at the conference. He stated that how to maximize the value of data, and how to measure whether data is 'retained well', 'managed well', and 'used well' within data infrastructure, are common concerns among operators today. Finally, Dr. Liang Zhou, Vice President and Chief Marketing Officer of Huawei Digital Energy Technology Co., Ltd., unveiled the Green Energy Target Network 2.0 , and share with carbon emissions / Energy efficiency-centered metrics help operators accelerate the realization of carbon neutrality goals. Interpretation by Frost & Sullivan Analysts Regarding this 2022 " Win-win At the Huawei Innovation Week ” Product and Solution Launch Event, the Frost & Sullivan team shared the following views: Huawei itself 2020 First proposed wireless communication at the Mobile Broadband Forum in 2019 5.5G Initiative, as well as this year 4 Proposed at the Global Analyst Conference F5.5G After the initiative, Huawei has intensified its efforts in technological innovation and industrial ecosystem construction, leading ICT The industry is booming. Huawei has been advancing spectrum and spectrum efficiency, higher-order MIMO technology, and FTTR , 50G PON , Wi-Fi 7 and other technologies to enhance wireless and fixed network access capabilities. At the same time, technologies such as high-precision perception and passive IoT provide ubiquitous connectivity and perception for various scenarios. In the field of enterprise private networks, Huawei's innovative mobile VPN Provides dedicated networks for direct access as needed to enterprise parks; in the field of digital connectivity, intelligent cloud networks 2.0 The release of the solution has led cloud-network integration into high gear, injecting new growth momentum into operators' businesses. In the process of comprehensively advancing computing and network capabilities, Huawei's Green Energy Target Network 2.0 Enabling further energy conservation and efficiency improvement in various scenarios, helping operators accelerate the realization of carbon neutrality goals.   Under the two major trends of digital transformation across all industries and green and low-carbon energy in the future, Huawei has achieved multiple technological breakthroughs and is working hand in hand with the industry to move towards 5.5G era. Group photo of analysts attending Frost & Sullivan's event

Recently, Guangdong Hengjian Investment Holdings Co., Ltd., a wholly-owned enterprise of the Guangdong State-owned Assets Supervision and Administration Commission, and Guangdong Private Investment Co., Ltd. jointly established the Guangdong Prefabricated Food Industry Fund, with the parent fund reaching 50 RMB 10 billion, and in the future, a sub-fund group with a scale of tens of billions will be formed. Many people have different views on the prospects of prefabricated dishes. Why does Guangdong support the development of prefabricated dishes so firmly and rapidly? What are Guangdong's advantages in developing prefabricated dishes? What kind of help or support do prefabricated dish enterprises currently need? What is the outlook for the prefabricated dish industry? Frost & Sullivan Frost & Sullivan, Zhang Jian, Partner and Managing Director of Frost & Sullivan's Greater China Region, was interviewed by Economic Observer Network to discuss the reasons behind Guangdong Province's vigorous development of prefabricated dishes and the future development of the prefabricated dish industry.     Economic Observer Network Unlike the stock market's fluctuating investment trend in prefabricated dishes, local governments' enthusiasm for supporting the prefabricated dish industry continues, and support measures are being implemented in an orderly manner. According to the official website of the Guangdong Provincial Government, 7 month 7 On [date], Guangdong Hengjian Investment Holdings Co., Ltd. (hereinafter referred to as 'Hengjian Holdings') and Guangdong Private Investment Co., Ltd. (hereinafter referred to as 'Yuemin Investment') jointly established the Guangdong Prefabricated Food Industry Investment Fund, which is the first provincial-level prefabricated food industry investment fund in China, with the parent fund reaching 50 RMB 10 billion, with the expectation of forming a sub-fund group worth tens of billions in the future. Investment will be made in key areas and critical links of the industrial chain such as prefabricated food production, warehousing, distribution, consumption, and equipment manufacturing. The Guangdong Prefabricated Food Industry Investment Fund, backed by Hengjian Holdings and Yue Min Investment, has gathered dual support from local state-owned and private capital in Guangdong. Public information shows that Hengjian Holdings was established in 2007 In [year], it was undertaken by the State-owned Assets Supervision and Administration Commission of Guangdong Province 100% Holding is a major strategic investment platform of the Guangdong Provincial Party Committee and Government, as well as a provincial state-owned capital operation company, aiming to assist in industrial agglomeration and upgrading in Guangdong Province. Yuemin Investment was established in 2016 In [year], the initial founding shareholders included well-known private enterprises in Guangdong such as Midea Holdings, Yingfeng Investment, Country Garden, Jiadu Group, Haitian Group, Wanhe Group, Xiangxue Pharmaceutical, and Libai Group. In fact, across the country, Guangdong can be considered a leader in supporting the prefabricated food industry. 2022 year 3 In the month, Guangdong Province introduced the 'Ten Measures to Accelerate the High-Quality Development of the Prefabricated Food Industry in Guangdong' (hereinafter referred to as the 'Prefabricated Food Ten Measures'), which is the first provincial-level policy for the prefabricated food industry in China. 2022 year 5 In the month, the General Office of Guangdong Province announced the list of members for the Joint Conference on the High-quality Development of the Prefabricated Food Industry in Guangdong. Guangdong is the first province in China to establish a provincial joint conference system in the field of prefabricated food. The main responsibilities of this joint conference include coordinating the overall planning of the development layout and strategy of the prefabricated food industry across the province, guiding and supervising localities and relevant units in formulating and implementing policies and measures, strengthening publicity and policy interpretation, and supporting and regulating the development of the prefabricated food industry.     7 month 12 On the same day, Zhang Jianshe, Partner and Managing Director of Frost & Sullivan Greater China, believed in an interview with an Economic Observer reporter that under the backdrop of normalized epidemics, for catering enterprises, prefabricated dishes may develop into a new business growth point. For agricultural product companies, prefabricated dishes can significantly increase the added value of agricultural products and contribute to rural revitalization. Prefabricated dishes drive rural industrial upgrading Prefabricated dishes refer to ready-to-eat or semi-prepared meals that are made by processing various ingredients with seasonings into finished products. Due to different ingredient combinations, they are categorized into vegetable prefabs, aquatic prefabs, livestock and poultry prefabs, etc. since 2021 Since [start year], prefabricated dishes have received considerable attention. Industry statistics show that 2021 The year's catering industry prefabricated dish track PE/VC investment Total investment events 23 Amount of financing started 56 100 million yuan, accounting for approximately the catering industry of that year PE/VC investment Amount of financing from investment events 10% In the secondary market, 2021 year 4 Month, "The First Pre-prepared Meal Stocking Company" Wizzyxiang 605089.SH ) Log in to the SSE, and the issue price is 28.53 yuan / The stock price was once hyped up to exceed 130 Yuan, although the stock price has since fallen back, the current stock price is still 65 yuan / Shares on the left and right, with relative price increases exceeding 100% . in A On the stock market, many listed companies have also introduced their arrangements for prefabricated dishes. " In response, Zhang Jian told an Economic Observer reporter that against the backdrop of normalized epidemics, for catering enterprises, exploring the market for prefabricated dishes is a means to reduce costs and increase efficiency, as well as achieve transformation and upgrading. Prefabricated dishes could potentially become new business growth points for enterprises. In the eyes of local governments, the potential for prefabricated dishes is even greater. "Prefabricated dishes represent a new model of integrated development of rural primary, secondary, and tertiary industries, a new business format that promotes the improvement and efficiency of the 'vegetable basket' project, and a new channel for farmers to increase their income and become prosperous by connecting one industry with another. It has positive implications for promoting entrepreneurship and employment, consumption upgrading, and rural industrial revitalization." The General Office of the Guangdong Provincial Government introduced the significance of the prefabricated dish industry in the 'Ten Prefabricated Dish Guidelines'. " Zhang Jian also saw the significance of developing prefabricated dishes for rural revitalization: 'For agricultural product enterprises, prefabricated dishes can greatly increase the added value of agricultural products, boost farmers' income, and effectively connect with rural revitalization policies.' Chen Dong, member of the Party Leadership Group and Deputy Director of the Department of Agriculture and Rural Affairs of Guangdong Province 7 month 10 The case shared at the China Prefabricated Food Innovation and Development Summit held daily illustrates more vividly the impact of prefabricated dishes on enhancing the value of agricultural products—Maoming, Guangdong, is the largest tilapia farming and export destination in China, known as the 'Capital of Tilapia in China.' A considerable number of local farmers earn income from tilapia, with fresh tilapia prices ranging from 3 Yuan to 5 Yuan, but if tilapia is made into pickled fish or grilled fish, the price can soar to every jin 40 yuan or 50 yuan. "   Zhang Jian believes that Guangdong has multiple advantages for developing the prefabricated food industry:   First is the industrial chain advantage,   The upstream of the prefabricated food industry chain covers agriculture, forestry, animal husbandry, and fisheries. The midstream involves industrial manufacturing. The downstream corresponds to the food and beverage as well as catering industries. There are many links in the upper and lower industrial chains, which are relatively long. The prefabricated food industry chain in Guangdong has a relatively complete industrialization covering the upstream, midstream, and downstream;   Second is the technological advantage,   Guangdong has a solid industrial technology foundation in food processing and other industries;   Third is the dietary culture advantage,   Cantonese cuisine is one of the eight major cuisines, and 'Guangdong cuisine', 'Chaoshan cuisine', and 'Hakka cuisine' are very popular. The characteristics of Cantonese cuisine such as nutrition, health, lightness, and wellness have won the favor of many enthusiasts, which is conducive to the promotion of Cantonese prefabricated dishes; Fourth is the demographic advantage,   Guangdong leads the country in the number of floating population, and its large population base, combined with a fast-paced lifestyle, naturally creates a demand for convenient ready-made dishes;   Fifth is policy advantage.   Not only has Guangdong taken the lead in introducing support measures for prefabricated dishes at the provincial level, but it has also made plans for how various regions within the province can develop prefabricated dishes. It proposes to build a highland for prefabricated dishes in Gaoyao, Zhaoqing, a food capital for aquatic prefabricated dishes in Zhanjiang, an industrial park for coastal seafood prefabricated dishes in Maoming, an import and export trade zone for prefabricated dishes in Nansha, Guangzhou, an international food city for prefabricated dishes in Nanhai and Shunde, Foshan, a world food capital for prefabricated dishes in Chaozhou, a global distribution center for prefabricated dishes by overseas Chinese in Jiangmen, as well as industrial clusters for Hakka prefabricated dishes in Meizhou, Heyuan, and Huizhou.   "Guangdong Province, under the active guidance of the government, has taken the lead in organizing and systematically developing the prefabricated food industry nationwide, and there is great potential for further development in the future." Zhang Jian commented. The prefabricated cuisine industry in urgent need of development Among local governments, not only Guangdong is supporting the development of prefabricated dishes, but also Weifang in Shandong, Liangping in Chongqing, and Fuping in Hebei have introduced support policies for prefabricated dishes. "   In Zhang Jian's view, the prefabricated food industry is currently in its growth phase, with a highly fragmented market and a large number of small-scale enterprises. Most companies focus on a single category, and their business reach is limited. The prefabricated food boom reflects to some extent the evolution of prefabricated food from B End C The trend of end penetration is evident. However, to gain the favor of individual consumers in the long run, prefabricated dish enterprises also need to cultivate capabilities in marketing, quality control, logistics management, brand building, and more. At the same time, Zhang Jian believes that current prefabricated dish enterprises mainly need three types of assistance. The first is the formulation of industry standards. 'Industry standards are norms that prefabricated dish enterprises and every participant in the industry must follow, and they are also an important basis for consumers to safeguard their rights. At this stage, China's prefabricated dish industry still lacks detailed standards for each link. Therefore, prefabricated dish production safety standards endorsed by regulatory authorities and national industry organizations urgently need to be introduced to promote the standardization process of prefabricated dishes.' Secondly, the improvement of cold chain logistics. 'Cold chain logistics is one of the key factors for the development of prefabricated dish enterprises. At present, the efficiency of cold chain logistics in China needs to be improved compared to developed countries, and the overall cold chain market has not yet fully matured. The government can cooperate with prefabricated dish enterprises to jointly explore ways to enhance the service capabilities and efficiency of the cold chain logistics link in the prefabricated dish industry.' Thirdly, the cultivation of compound talents. The 'central kitchen' behind ready-made meals integrates support from multiple fields such as food processing and safety, cooking techniques, mechanical engineering, and supply chain. Traditional cooking technicians often lack this kind of knowledge. To meet the talent needs of ready-made meal enterprises, vocational schools and higher education institutions can try to cultivate compound talents with knowledge in various fields such as cooking techniques and food industry. In the 'Ten Measures for Prefabricated Foods' in Guangdong Province, areas such as the research and development of prefabricated foods, regulatory norms, talent cultivation, warehousing and cold chain logistics, brand marketing, cultural science popularization, cultivation of demonstration enterprises, cluster expansion, and internationalization have all been taken into consideration. Related to the Guangdong Prefabricated Food Industry Investment Fund mentioned earlier, financial, banking, and insurance support for prefabricated foods is also within the scope of consideration in Guangdong Province. The Guangdong Provincial Government has proposed to establish a development fund system for the prefabricated food industry in Guangdong, aiming to reduce the financing difficulties and costs for enterprises. Insurance institutions will be organized to connect with prefabricated food enterprises, and a series of special insurance products targeting prefabricated food products and raw material quality will be launched. Governments at all levels within the province should incorporate the development of the prefabricated food industry into their fiscal support scope. Under the premise of not forming hidden local government debts, eligible prefabricated food industry projects can apply for special local government bonds. Vigorously develop supply chain finance for the prefabricated food industry, and support financial institutions in developing special financial products for the prefabricated food industry. this year 6 In [month], the Guangdong Branch of Industrial and Commercial Bank of China issued to a prefabricated food production and sales enterprise in Foshan City 500 A credit loan of ten thousand yuan, the first financing under ICBC's newly launched 'Ready-to-heat Meal Loan'; during the same period, Foshan also successfully launched its first comprehensive financial service business for the ready-to-heat meal supply chain; this year 7 In [month], PICC Property & Casualty Company Guangzhou Nansha Branch issued the first pre-fabricated food safety liability insurance in Guangzhou for an enterprise in Guangzhou, providing approximately 300 Ten thousand yuan for food safety liability risk protection.   * This article is reprinted from   Economic Observer Network, Reporter Li Huaqing   ,    Original title:    Behind Guangdong's establishment of a provincial prefabricated food industry investment fund: leveraging the 'new business format' to boost rural industrial revitalization    "> Frost & Sullivan Insight & Extended Readings Q :   P prefabricated meals are indeed more popular than in the past, but even in the stock market, concept stocks related to prefabricated meals have experienced fluctuations. It can be said that many people have varying views on the prospects of prefabricated meals. Why is Guangdong so determined and swift in supporting the development of prefabricated meals? A :   Since “The First Pre-prepared Meal Product Company” Vegetable Flavor, 2021 year 4 The cumulative increase in the price of the stock since its listing on the Shanghai Stock Exchange has exceeded 200% Leading the secondary market's prefabricated dish sector with continuous heat. In addition, there have been frequent investment and financing events for prefabricated dish companies in the primary market. 2021 Total investment and financing events in the prefabricated dish track of the catering industry in 2023 23 Amount of financing 500 Hundreds of millions, accounting for the entire catering industry's financing amount 10% Enterprises related to 'eating' have flocked in, viewing prefabricated meals as a new business growth point. Against the backdrop of normalized epidemics, for catering enterprises, actively exploring entry into the prefabricated food industry is a means to reduce costs and increase efficiency, as well as achieve transformation and upgrading. At the same time, developing prefabricated food is also highly beneficial for boosting employment and supporting rural areas. For agricultural product enterprises, developing prefabricated food can greatly enhance the added value of agricultural products, increase farmers' income, and effectively connect with rural revitalization policies. Guangdong Province, as a major populous and economic province in China, has a developed manufacturing industry, strong technological innovation capabilities, and a vast consumer market. Guangdong not only has strong local resource advantages (such as abundant agricultural products), The rich and long-standing dietary culture, along with the relatively complete modern supporting facilities (such as cold chain storage and transportation logistics systems), can all contribute to the development of the prefabricated food industry. In recent years, the Guangdong Provincial Department of Agriculture and Rural Affairs has organized several sessions for prefabricated food enterprises within the province to offer suggestions on the definition and classification of prefabricated foods, various proposals, and support policies. The recently issued 'Ten Measures to Accelerate the High-Quality Development of the Prefabricated Food Industry in Guangdong' put forward opinions on multiple aspects such as the entire industrial chain process, financial support, and talent cultivation. As the first province in China to introduce support measures for the development of the prefabricated food industry, the experience of Guangdong Province is highly worth learning from. Q What's your personal view on the prospects of prefabricated dishes? A :   At present, the prefabricated food industry is still in its growth phase, with a highly fragmented market. Most prefabricated food enterprises are in the early stages of small-scale development, and most focus on developing a single category, with limited business reach. With continuous breakthroughs in domestic cold chain technology and other positive industry news, mid-sized enterprises within the prefabricated food industry are expected to accelerate their sprint towards the top tier, driving up financing demand. It is estimated that in the next few years, the industry will see a financing boom, attracting more investors' attention to the prefabricated food market. At the same time, prefabricated food enterprises will continue to innovate technologically, improve their transportation efficiency, strengthen cold chain logistics data capabilities, and enhance their overall competitiveness. In addition, affected by the trend of catering chain operation in China, it is expected that prefabricated dishes B Consumer spending in the terminal market will continue to increase. In recent years, with China continuously improving industry standard construction, upgrading supply chains, developing cold chain logistics, and customizing standardized ingredients, prefabricated dishes are gradually transitioning from B End market to C End-market penetration. And for C In the terminal market, affected by factors such as young people's 'lazy homebody' consumption habits and changes in consumer lifestyle after the pandemic, it is expected that the downstream market within the industry will move towards C End acceleration offset, for prefabricated dishes C The penetration rate in the terminal market is expected to gradually increase.

Frost & Sullivan insights   7 month 15 Today, the official website of the National Bureau of Statistics announced 2022 Industrial capacity utilization rate across the country in the second quarter of the year. The data shows that the industrial capacity utilization rate across the country in the second quarter was 75.1% , down compared with the same period last year 3.3 Percentage points. And in the first half of this year, the utilization rate of industrial capacity was 75.4% , down compared with the same period last year 2.5 percentage points.   What kind of information does the high or low utilization rate of industrial capacity across the country convey? Looking at major industries,   In the first half of this year, why did the utilization rate of industrial capacity in the automotive manufacturing industry decline the most compared to last year?   In the second quarter, why did the utilization rate of industrial capacity in the non-metallic mineral products industry decline the most compared to last year?    How to assess the performance of industrial capacity utilization in the third quarter?    Frost & Sullivan Frost & Sullivan, Dr. Wang Xin, Global Partner and President of Greater China at Frost & Sullivan (hereinafter referred to as 'Frost & Sullivan'), was interviewed by Economic Observer Network to discuss 2022 Performance of industrial capacity utilization rate in the year. Economic Observer Network 7 month 15 On the same day, the State Council Information Office held a press conference to introduce 2022 The operational status of the national economy in the first half of the year was announced on the official website of the National Bureau of Statistics, with multiple economic indicators provided. According to data from the National Bureau of Statistics, preliminary accounting, 2022 The gross domestic product for the first half of the year was 562642 Yuan billion, calculated at constant prices, a year-on-year increase 2.5% , including GDP in the second quarter 292464 Yuan, a year-on-year increase 0.4% The National Bureau of Statistics believes that 2022 In the first half of the year, China effectively responded to the impact of factors exceeding expectations, stabilizing and recovering its national economy. From an industrial perspective, 2022 In the first half and second quarter of this year, the growth rate of added value of industries above designated size was higher than that of the whole country in the same period GDP The growth rate needs to be higher. Data from the National Bureau of Statistics show, 2022 In the first half of the year, industrial added value above designated size nationwide increased by [X]% year-on-year. 3.4% In the second quarter, industrial added value above designated size increased by year-on-year 0.7% . However, 2022 In the first half of the year and the second quarter, the utilization rate of industrial capacity across the country showed a trend opposite to that of the same period across the country GDP Curves that are completely the opposite: Data from the National Bureau of Statistics shows, 2022 In the first half of the year, the national industrial capacity utilization rate was 75.4% , down year-on-year 2.5 Percentage points. The utilization rate of national industrial capacity in the second quarter was 75.1% , down year-on-year 3.3 percentage points. Quarterly trend chart of industrial capacity utilization rate over the past three years (Data source: National Bureau of Statistics) Capacity utilization rate refers to the ratio of actual output to productive capacity. According to the National Bureau of Statistics, the survey on industrial capacity utilization rates nationwide involves large and medium-sized enterprises as well as small and micro-enterprises. 11 There are about ten thousand enterprises, among which large and medium-sized enterprises were surveyed comprehensively, while small and micro enterprises were surveyed through sampling.   Wang Xin, Global Partner at Frost & Sullivan and President of the Greater China Region, pointed out to an Economic Observer reporter that the National Bureau of Statistics has been 2013 The data on the utilization rate of industrial capacity across the country has been published quarterly since the beginning of the year, reflecting the overall and major industry production efficiency. Neither an excessively high nor a too low level of this data is ideal. It is evident that if the utilization rate of industrial capacity is too low, it indicates idle capacity, leading to cost waste; if the utilization rate is too high, it suggests that capacity is tight and expansion is needed. Wang Xin believes that the changing trend in the utilization rate of industrial capacity across the country can provide a reference for policy adjustments: 'From historical data, 2013 Year-end 2015 During the year, China's overall industrial capacity utilization rate showed a certain downward trend. 2015 Starting at the end of the year, the country has vigorously promoted supply-side reform, eliminating backward and overcapacity through 'three reductions, one elimination, and one supplement'. 2016 year -2017 During the year, China's industrial capacity utilization rate improved significantly. The outbreak of the COVID-19 pandemic has significantly impacted the utilization rate of industrial capacity nationwide. 2020 In the first quarter of 2023, the utilization rate of industrial capacity across the country rapidly declined to 67.3% , and then gradually recover. Looking at the trend in the past three years, 2022 In the first half of the year, the national industrial capacity utilization rate showed an unusually downward trend. Typically, due to the Spring Festival holiday in the first quarter, the industrial capacity utilization rate for the second quarter of the same year would be slightly higher than that of the first quarter. 2019 year, 2020 year 2021 The situation in [year] has been the same. 2022 Industrial capacity utilization rates of major industries in the first half of the year (Data source: National Bureau of Statistics) Looking at different industries, 2022 In the first half of the year, the automotive manufacturing industry saw the most severe decline in industrial capacity utilization, falling by 5.5 percentage points. Wang Xin analyzed to the Economic Observer Network reporter that there are mainly two reasons behind this. Firstly, affected by the domestic epidemic, especially that in Shanghai, the automotive manufacturing industry faced significant challenges in terms of supply chain and staffing arrangements in the first half of this year.   According to the statistical data from the China Association of Automobile Manufacturers, in the first half of this year, China's automobile production and sales respectively completed 1211.7 10,000 units and 1205.7 Ten thousand units, a year-on-year decrease 3.7% and 6.6% And 2021 In that year, Shanghai's automobile production reached 10% left and right.   Secondly, China's automotive industry is in a period of structural adjustment. The industry is vigorously developing new energy vehicles, with new production capacity expanding. It still requires some time to adjust old production capacity.   2022 In the second quarter of the year, the industry with the most severe decline in industrial capacity utilization rate was non-metallic mineral products. Wang Xin analyzed to an Economic Observer reporter that the decline in capacity utilization rate of this industry is closely related to changes in the real estate sector.   The non-metallic mineral products industry mainly includes the production of building materials such as cement, lime, glass, and ceramics, which is closely related to the development of the construction industry. With 2020 A series of policies introduced in the year have led the real estate industry into a period of deep adjustment. According to the latest data from the National Bureau of Statistics, 2022 New housing starts in the first half of the year 66423 Ten thousand square meters, a decrease 34.4% "The adjustment in the real estate industry has dragged down the overall development of the construction industry, thereby affecting the upstream non-metallic mineral products industry." Wang Xin said. In Wang Xin's view, the decline in industrial capacity utilization rate in the second quarter of this year was mainly due to 4 month and 5 The impact of sporadic outbreaks in recent months is mitigated, and as long as the domestic epidemic improves and maintains a good situation, the utilization rate of industrial capacity across the country can be effectively improved in the third quarter. "From PPI , PMI Looking at these leading indicators of industrial capacity utilization, 6 month PPI Remained flat month-on-month. 6 Monthly manufacturing PMI for 50.2 It has increased month-on-month and returned above the boom-bust line after three months. "We believe that as the industrial chain and supply chain gradually become smoother and more stable, and with the continuous advancement of resuming work and production, industrial capacity utilization rates will improve in the third quarter," said Wang Xin.   * This article is reprinted from the Economic Observer Network, with reporter Li Huaqing. The original title was 'Industrial Capacity Utilization Rate Declined Year-on-Year in the First Half of the Year'. 2.5 What does a percentage point convey?

Frost & Sullivan Insights Data from the Shanghai Shipping Exchange shows that on July 8th, China's Export Container Freight Index (CCFI) was at 3232.18 points, a decrease of 1.2% compared to the previous period (July 1st), with prices across all popular routes falling. Among them, European routes dropped by 2% compared to the previous period, with freight rates in Europe having fallen by a cumulative 14% since February; US West Coast routes fell by 2.5%, and US East Coast routes fell by 1.7%. Frost & Sullivan (Frost & Sullivan, hereinafter referred to as 'Frost & Sullivan') Executive Director for Greater China, Xiang Wei, was interviewed by Securities Daily to discuss the current situation and future development of the shipping industry under the backdrop of the pandemic. Securities Daily 'Recently, popular routes, including futures freight rates, have fallen. On one hand, domestic export orders have decreased year-on-year; on the other hand, the supply chain in the container market has gradually recovered, and the super cycle caused by structural supply-demand mismatches may be coming to an end. The frenzy of 'grabbing seats and containers' that preceded it is no longer there.' A freight forwarder told a Securities Daily reporter.   After two years of 'super seasonality,' the container industry seems to have reached a 'turning point.' Data from the Shanghai Shipping Exchange shows that on July 8th, China's Export Container Freight Index (CCFI) was at 3232.18 points, a decrease of 1.2% compared to the previous period (July 1st), with prices across all popular routes falling. Among them, European routes dropped by 2% compared to the previous period, with freight rates in Europe having fallen by a cumulative 14% since February; US West Coast routes fell by 2.5%, and US East Coast routes fell by 1.7%. Does this mean that the 'turning point' of the container industry has arrived?   Xiang Wei Executive Director for Greater China, Frost & Sullivan In response, Xiang Wei, Executive Director for Greater China at Frost & Sullivan, told Securities Daily: 'Overall, CCFI remains stable, but as the domestic epidemic prevention and control situation improves and related commodity transportation demand recovers, coupled with uncertainties in US port supply and commodity demand, it is expected that shipping prices will remain high and volatile in the short term.'   Spot freight rates have fallen below long-term contract rates, Sea shipping giants have withdrawn ships to protect freight rates Recently, a freight forwarder posted an advertisement on WeChat Moments 'discounting containers' for sale, attracting attention, and the scene of 'hard-to-find containers' in the container market seems to be happening just yesterday. A CEO of an export-oriented enterprise in Yiwu told Securities Daily: 'Currently, finding seats and containers is easier than last year, and sea shipping prices have also dropped significantly compared to last year, but foreign trade factories are facing the unfavorable situation of reduced orders from Europe and America.' The latest World Container Index (WCI) released by Drewry, an international shipping research and consulting firm, shows that spot freight rates from Shanghai to Los Angeles dropped by 4%, or $300 to $7652 per FEU, a 16% decrease compared to the same period in 2021; spot freight rates from Shanghai to New York dropped by 2%, or $10154 per FEU, a 13% decrease compared to the same period in 2021. Looking at the first half of 2022, container freight rates from Shanghai to Europe and America showed a downward trend, with spot freight rates even falling below long-term contract rates. Market rumors suggest that some shippers have proposed renegotiating long-term contract rates with freight forwarders. A freight forwarder told Securities Daily: 'Many long-term contract prices were signed at the end of last year and early this year. At that time, the market was hot and freight rates were high. For example, the highest sea shipping price on US routes last year reached $20,000 per FEU, but now it is about to fall below $7,000 per FEU, and European routes are also expected to fall below $10,000 per FEU, which is already lower than some shippers' previously signed long-term contract prices.' Regarding the volatile decline in container freight rates, Fangzheng Futures reported that 'global inflation remains high, central banks in Europe and America have accelerated their monetary tightening steps, marginal demand growth has sharply slowed down, or even decreased month-on-month. Many countries around the world have gradually lifted full pandemic control measures since January, and vessel punctuality rates and turnover efficiency have significantly rebounded. With increased seat supply and a significant slowdown in demand growth, freight rates have continued to fall.' With the decline in spot prices, some shipping companies have also lowered their freight rates under government guidance. International container giant CMA CGM said that starting from August 1st this year, large French retailers can receive a discount of 500 euros for each standard 40-foot container when importing consumer goods through CMA CGM, which is roughly equivalent to a 10% discount. For all containers destined for overseas territories of France, they can also receive a discount of 500 euros, with the discount range being about 10% to 20%. Facing the decline in sea shipping prices, international maritime giants have begun 'withdrawing ships' to reduce effective capacity and maintain sea shipping prices stable. Drewry's latest data released on July 8th shows that in the next five weeks (weeks 27 to 31), the three major global shipping alliances will cancel 61 voyages one after another. Among them, the Alliance 2M and THE Alliance, which cancel the most voyages, both reach 23 voyages; the Ocean Alliance cancels 15 voyages. Among the 760 scheduled voyages on major routes such as trans-Pacific, trans-Atlantic, Asia to Northern Europe, and Asia to the Mediterranean, 86 voyages were cancelled between weeks 27 and 31, with a cancellation rate of 11%. In addition, Drewry data also shows that in the next five weeks, 66% of empty voyages (empty ships) will occur on trans-Pacific eastward trade routes, mainly to the west coast of the United States.   Container freight rates are volatile in the short term, Industry prosperity is uncertain in the future   Xiang Wei analyzed: 'Looking at this year, overall container market freight rates remain relatively high. The intensification of inflation in the United States may affect residents' daily consumption habits, bringing changes in commodity demand and supply. At the same time, consumers' shopping methods are also gradually changing, with more people turning to online platforms, and the expansion of cross-border e-commerce may further drive demand growth in the container market.' In addition, a research report by Industrial Securities believes that domestic exports will continue to grow, and the demand for container markets will remain stable. As the domestic epidemic prevention and control situation improves, there is room for freight rates in the container market to recover and rise. Yu Nan, an analyst at Haitong Securities, said in his analysis that the high prosperity continued at the beginning of this year, and supply-demand balance is still in a relatively fragile stage. After experiencing the hot market of global container shipping in 2021, freight rates at the beginning of this year dropped but still remained high. On the demand side, according to IMF forecasts, the global trade volume growth rate in 2022 is 6.7%, and import demand in developed countries has not weakened. It is expected that the import volume growth rate in developed countries will be 7.3%. At the same time, as a popular route in 2021, the Asia to North America route still has room for upward movement due to the current low retail inventory-sales ratio in the United States, coupled with rising retail sales in the United States, which is expected to continue to drive up freight demand on US routes. 'As of mid-May, the proportion of global container ship capacity in port operations was nearly 37%, still higher than the average level of 31% before the pandemic.' Yu Nan believes that this means that with further resumption of work and production, as well as traditional consumption seasons in Europe and America, container congestion may continue. In addition, Yu Nan also said that currently, the industry is clearly polarized, which has a certain stabilizing effect on freight rates. For example, the three major shipping alliances (Alliance 2M, Ocean Alliance, THE Alliance) currently occupy more than 80% of the market share and can effectively control capacity supply to cope with changes in the demand side. 'We believe that the possibility of short-term freight rates continuing to fluctuate at high levels is greater, and medium- to long-term freight rates may stabilize at reasonable levels.' However, a research report by Guotai Junan Securities issued a warning that although the volume of container freight on US routes has remained high since the beginning of the year, with a slightly slower growth rate compared to 2019, considering the weakening impact of the US epidemic and the shift from physical consumption to service consumption, it is recommended to pay special attention to the risk of demand turning points. On the supply side, congestion at US West Coast ports has significantly improved. With the weakening impact of the US epidemic and the improvement in inland supply chain efficiency, the disorderly state of the supply chain is gradually easing. It is expected that the net profit margin of container companies in the first half of the year may continue to remain high, and there is uncertainty risk regarding the sustainability of high industry prosperity in the second half of the year. *This article is reprinted from Securities Daily, with reporters Jiao Yue and Shi Lu. The original article was titled 'From Hard-to-Find Containers to Discounted Ones: Is the 'Super Seasonality' in the Container Industry Over?'

Recently, “Oriental Meigoo”, located in the Shanghai Hangzhou Bay Economic and Technological Development Zone, announced that it will initially build 720 The first launch site and pilot zone for the nucleic acid industry. The nucleic acid industry here does not refer to nucleic acid testing, but rather to new biotechnologies including vaccines and drugs.   From a global perspective, innovation capability has always been the foundation for the biopharmaceutical industry to thrive and is also the source of continuous development for the industry. Frost & Sullivan Frost & Sullivan, Dr. Wang Xin, Global Partner and President of Greater China at Frost & Sullivan (hereinafter referred to as 'Frost & Sullivan'), was interviewed by CBN to discuss the current state and future development of the nucleic acid drug market industry. CBN Nucleic acid vaccines and drugs have sparked a third wave of biotechnology innovation globally. Recently, 'Oriental Biotech Valley' in Shanghai Hangzhou Bay Economic and Technological Development Zone announced that it will initially build 720 The first launch site and pilot zone for the nucleic acid industry per mu. It should be emphasized that the nucleic acid industry here refers not to nucleic acid testing, but to new biotechnologies including vaccines and drugs. From a global perspective, innovation capability has always been the foundation for the biopharmaceutical industry's survival and the source of sustainable development. Shanghai has significant advantages in the fields of life health and vaccine innovation. The new industrial pilot zone also reflects an increasing enthusiasm for nucleic acid drug research and development, with continuous development and maturation of upstream and downstream enterprises in the industrial chain, which will promote the commercialization process of nucleic acid drugs. According to a reporter from CBN, the park has gathered a group of nucleic acid drug companies, including mRNA Vaccine manufacturer Sinovac Biotech and its supplier Vector Biologics. Sinovac Biotech's factory in Fengxian is expected to be operational 2 The annual production of hundreds of millions of doses. According to official information, Zhaowei Biotech, as the world's largest oligonucleotide and gene monomer manufacturer, supplies about 70% , with an annual output value reaching 15 Yuan; this year 7 Month, Zhaowei Biotech Investment 25 The R & D and production base for billion-yuan small nucleic acid drugs will also start construction.   According to the latest report released by research institution Frost & Sullivan, nucleic acid drugs developed using the translation or regulatory functions of nucleic acid molecules can address unmet clinical needs brought about by 'undruggable' targets and are expected to become the third major type of drug following small molecule and antibody drugs.   Globally, nucleic acid drugs have been developed for many years, and several blockbuster nucleic acid drugs have been launched, among which mRNA Mainly composed of small nucleic acid and two other types of nucleic acid drugs, mRNA Vaccines are a typical example.   According to the statistical data from Frost & Sullivan, 2021 Year, Pfizer /BioNTech and Moderna Two developed by the company mRNA Global sales revenue from COVID-19 vaccines reached 587 billion dollars.   In addition to vaccines, mRNA There is also great potential in the field of tumor treatment. BioNTech and Moderna All have entered the clinical stage with corresponding pipelines. " Dr. Wang Xin, Global Partner at Frost & Sullivan and President of the Greater China Region, told CBN reporters: “ mRNA The application of drugs in tumor vaccines is currently still in the concept validation phase; there are still key technical bottlenecks that need to be overcome, including two major obstacles: poor targeting and unstable expression. Small nucleic acid drugs have also been a key focus in the biopharmaceutical field in recent years.   According to Frost & Sullivan data, as of this year 5 months, globally 14 A small nucleic acid drug has been approved for marketing.   The global market scale of small nucleic acid drugs has grown from 2016 year 1000 Ten thousand US dollars grew to 2021 year 32.5 billions, with an annual compound growth rate as high as 217.8% and entered the field of chronic disease treatment, such as between Novartis and Alnylam A long-acting lipid-lowering drug developed by the company. " "Compared with traditional drugs, small nucleic acid drugs have multiple advantages such as a rich array of candidate targets, a wide range of indications, simple drug design, short development cycles, strong targeted specificity, and long-lasting effects," Wang Xin told CBN reporters. However, small nucleic acid drugs also face issues such as how to efficiently enter target cells, release into the cytoplasm, and exert their effects efficiently and for a long time. 'Among them, the most critical core technology is nucleic acid drug delivery technology. Drug delivery protection RNA It plays an important role in aspects such as structure, enhancing targeting ability, reducing dosages, and minimizing toxic and side effects." he told a reporter from CBN. Wang Xin introduced that the industrial chain of nucleic acid drugs includes upstream raw materials, midstream R&D and production, distribution and transportation, and downstream end-user use. Currently, domestic companies deploying nucleic acid drugs are mainly concentrated in the midstream R&D and production sector. Listed companies include Shengnuo Medicine, Ruibo Biotechnology, and Tengsheng Bopharm; self-developing companies include Aibo Biotechnology and Agnabio. Academician Gao Fu of the Chinese Academy of Sciences mentioned our country mRNA The industry outlook has also been mentioned to CBN reporters, mRNA There is great room for imagination, but currently, key core technologies are still in the hands of a few North American companies. Chinese researchers should keep up with the forefront of biotechnology and solve the problems of 'neck-sticking' and 'brain-sticking'.   * This article is reprinted from "CBN Financial News". The reporter is    Qian Tongxin,    Original title:    Shanghai has increased its investment, setting off a third wave of biopharmaceutical research and development globally    ">

Since the outbreak of the COVID-19 pandemic, global demand for masks, gloves, protective clothing, etc. has surged, leading to a severe shortage of personal protective equipment. To promote the market development of the glove industry and ensure an upstream and downstream supply balance and stable production by factories, organized by Yimao and in collaboration with national protective equipment enterprises, 2022 year 7 month 7 - 9 Held in Qingdao, Shandong Province 2022 (Tenth) International Hand Sanitization and Protection Products Fair   Frost & Sullivan Frost & Sullivan Liu Weiqi, Executive Director of Frost & Sullivan's Greater China Region, was invited to attend the conference and delivered a speech on the current market situation and development trends of disposable gloves. As a commonly used protective item, disposable gloves can effectively prevent cross-infection and are suitable for various occasions. According to quality grades and uses, they can be divided into medical-grade and non-medical-grade. Medical-grade gloves refer to products that need to meet the quality certification system or access standards of the target country's medical market. They are mainly used in fields such as medical surgery, medical examinations, and medical care. Disposable medical gloves are currently mainly classified into PVC There are three categories: gloves, latex gloves, and nitrile gloves. Liu Weiqi stated that following the surge in volume and price during the outbreak period, the variant strain has led to a new round of epidemic spread. While accelerating the inventory consumption cycle, it has once again released the demand for disposable gloves, driving steady market growth.   Among them, disposable medical gloves are the main category, with a higher overall market average price. Sales volume and sales revenue have remained at 75% and 85% left and right. After the outbreak of the pandemic, the demand for disposable gloves significantly decreased. Both supply and demand relationships as well as market conditions have changed. Enterprises are experiencing lower revenue and profits. Some small and medium-sized manufacturers that entered during the pandemic will be gradually phased out.   However, in the long run, with the improvement of people's health awareness, it is expected that market demand will experience permanent growth, and the market will continue to grow steadily in the future. Liu Weiqi pointed out that after the easing of the epidemic, the market demand for disposable gloves has declined, and local outbreaks cannot be reproduced. 2020 At the beginning of the year, there was a severe imbalance between supply and demand. However, the industrial reshaping hindered by the pandemic and the permanent increase in glove demand have had varying degrees of impact on regions around the world: Developed countries such as Europe and America have a higher population living standard and income level. Coupled with strict public health regulations, they have always been the largest consumers of gloves globally. The COVID-19 pandemic has driven growth rates in mature markets. As a major producer hub for latex gloves and nitrile gloves, Malaysia has always been a major exporter of disposable gloves. Affected by the pandemic, Southeast Asian suppliers were unable to ensure continuous and stable production for some time, leading to a decline in short-term capacity. This provided an opportunity for orders to be transferred to China during a certain period due to the reduced production capacity. China is PVC The largest producer of gloves, in comparison, has a production volume of nitrile gloves that is less than that of Malaysia.   However, domestic enterprises are gradually expanding the production capacity of nitrile gloves and are expected to seize market share in the future with their strong supply chain advantages.   For emerging markets such as the Middle East and South America, the objective demand for medical supplies continues to rise, with public health protection awareness being continuously strengthened. The incremental demand during the pandemic is also expected to settle into a long-term increase over the coming years.   In the post-pandemic era, as major export countries relax their epidemic prevention policies and digest past inventory, domestic manufacturers have seen a reduction in new orders, leading to a corresponding decline in the export volume of disposable gloves. According to data from the General Administration of Customs, among the main categories of disposable gloves exported from China, the United States holds an absolute advantage and ranks first.   2020 In 2020, the United States exempted some Chinese medical protective products from tariffs, significantly increasing purchases of Chinese products.   21 As the epidemic gradually subsided in the year, export unit prices peaked in the first half of the year, and Q1 quarter After reaching the peak export amount, affected by factors such as changes in supply and demand relations, the average selling price of disposable gloves dropped sharply. Although the total export amount was significantly adjusted, it has gradually stabilized.   22 In the beginning of the year, it was affected by various aspects such as the epidemic, market, and policies. Although export volume is still 21 About half of the same period last year, but the total amount is only 21 During the same period of the year 17% Higher than the same period before the epidemic 50% Above. "Under the impact of tariff policies, it is evident that the quantity of disposable nitrile gloves exported to the US has dropped sharply. The EU has not yet introduced new policies and further observation is needed." " 'Liu Weiqi said. Subsequently, Liu Weiqi analyzed the production and sales environment of disposable gloves. He pointed out that during the pandemic, domestic companies were more aggressive in expanding production scale compared to several foreign companies, continuously narrowing the gap in capacity and having already risen to the forefront globally.   Subsequently, due to the easing of the pandemic, manufacturers have seen a reduction in new orders, resulting in underutilization of current capacity. However, looking ahead, cost advantages and economies of scale will accelerate market integration. In the past three years, the outbreak of global health events has led to a surge in demand for disposable gloves. Coupled with rising raw material prices and a shortage of production capacity, disposable gloves ASP （ Average selling price The average selling price (ASP) once surged sharply. After the easing of the pandemic, with accelerated capacity deployment, the average selling price of disposable gloves returned to a rational range. Among the three types of gloves, nitrile gloves have achieved a higher market share than ASP Although prices have returned, domestic manufacturers are further pressured by the tariff policy and the resumption of production by Malaysian counterparts. PVC Glove prices are relatively low, and the vast majority of production capacity comes from China. Keeping a thin profit margin while selling in large quantities remains a long-term strategy.   Overall, current production costs remain high, and sales prices have returned to pre-pandemic levels, having a significant impact on the profits of many enterprises.   However, due to the impact of the pandemic, many visionary companies have utilized the ample cash flow brought about by their high profits over the past two years to adopt various methods to cope with market fluctuations. These include expanding production capacity and reducing unit costs; investing in upstream raw material enterprises to ensure stable supply of their own raw materials; and taking advantage of local preferential policies in Vietnam to build new production lines.   Currently, in addition to reserve procurement for government actions, routine nucleic acid testing has also generated more demand for disposable gloves. At the same time, the pandemic has heightened people's awareness of protection, leading to an increase in the use of disposable gloves in non-medical scenarios. This is more conducive to manufacturers exploring domestic markets. Some existing manufacturers have expanded their visibility through various methods such as optimizing product design, establishing their own brands, and promoting sales on e-commerce platforms.   Liu Weiqi stated that after the market returns to normalcy, a new round of industry development should be centered around lean management, taking into account both global market demand changes and the continuous implementation of corporate development strategies.

7 month 7 On the day of 2022 The Symposium on Cell and Gene Therapy Technologies was held in Shanghai.   Frost & Sullivan Frost & Sullivan, Li Dongyi, the consulting director of Frost & Sullivan's Greater China Healthcare Team, was invited to attend the event and deliver a speech.        Li Dongyi stated that cell and gene therapy CGT ) has become one of the hottest fields in China's biopharmaceutical industry, China CGT The amount of field financing is from 2020 year 117.4 RMB 10 billion rose to 2021 year 162.0 100 billion RMB, driven by capital injection CGT The industry is booming and expanding. CGT Use cases, acceleration CGT The pace of commercialization in the field. At the same time, domestically CGT The industry has formed a relatively complete industrial chain, mostly focusing on the development of downstream treatment products. In the upstream field of key raw materials and production processes, imported brands still dominate, leaving significant room for domestic substitution. Immunocyte therapy mainly includes CAR-T, TCR-T, TIL and CAR-NK It is a highly promising tumor immunotherapy strategy and has become the fourth major technology for tumor treatment after surgery, radiotherapy, and chemotherapy.   Data shows that the number of clinical trials for immune cell therapy products in China has been growing rapidly in recent years. It is expected that with the increasingly clear regulatory system, gradually increasing R&D investment, and the overall vigorous development of innovative industries, more immune cell therapy products will enter the clinical research and development stage in the future. CAR-T Therapies, as a hot research and development field in recent years, have brought hope to patients with malignant hematological tumors. As of now, there are 2 model CAR-T The products have been launched, namely WuXi AppTec's Benoxa and Fosun Kite's Yikaida, but in China CAR-T The development of the market lags behind that of global markets.   china CAR-T The market is expected to be at 2025 The annual market scale reached 11.5 Billion US dollars. In the future, driven by factors such as an increase in the number of cancer patients, positive policy incentives, and improved patient affordability, the market size is expected to be 2030 Year-on-year growth to 41.9 billion dollars. "The development of stem cell therapy in China has moved from disorder to order, and now the research on stem cell applications in our country is entering a virtuous development track under the scientific supervision of national policies," said Li Dongyi.   Based on multiple mechanisms of action, the development potential of stem cell-based pharmaceuticals is enormous, offering new treatment options for many complex diseases that are ineffective with traditional therapies. It is reported that pluripotent stem cells have significant advantages over adult stem cells in terms of drug development. Existing studies have demonstrated good efficacy and safety, which will promote the rapid development of 'stem cell drugs'. 2017 Since the beginning of this year, CDE Clear clinical research principles were put forward for live cell products developed and registered for drugs, and 2018 Clinical registration applications for stem cell therapies were newly accepted in the year. Since then, the number of clinical trial approvals for stem cell products Volumes have seen concentrated growth in the past three years. Most stem cell products are still in their early stages, and several companies have made corresponding arrangements, currently covering multiple therapeutic areas such as digestive diseases, immune diseases, musculoskeletal system diseases, and blood diseases.   Li Dongyi believes that, under the general trend of rapid growth in the global and US stem cell therapy market scale, coupled with favorable policies and increased R&D investment, the market scale of stem cell-based drugs in China will also achieve rapid expansion. Currently, all approved gene therapy drugs in China are for tumor treatment. The ongoing gene therapy clinical trials are concentrated on tumors and blood diseases. / In the fields of circulatory system, ophthalmic diseases, and neurological diseases, tumors account for more than 70% Most of the gene therapy clinical pipelines are oncolytic viruses, with adenovirus and herpes simplex virus vectors being used in most cases, and poxvirus vectors used in a few. 25% Clinical trials for gene replacement therapies, most of which are AAV Carrier drug, oncolytic virus and based AAV Gene replacement therapy with vectors remains the mainstream treatment strategy. On the other hand, carrier optimization and large-scale production remain challenges in the research, development, and production of gene therapy.   In the future, gene therapy in China will expand from tumors and rare diseases to common diseases, with more diverse vectors and technical approaches, which will drive gene therapy CDMO Rapid development. Li Dongyi pointed out that there is still a gap in the clinical research progress of gene therapy drugs in China compared to developed countries such as the United States. In recent years, the global market for gene therapies has grown rapidly. 2016 Year to 2020 The compound annual growth rate for the year reached 153% .   Under this major trend, along with favorable policies and continuous growth in R&D investment, the market scale of gene therapy in China will also experience rapid expansion. It is estimated that 2020 Year to 2025 The annual compound annual growth rate will reach 276% The overall market has great potential for future development.

Frost & Sullivan insights 7 month 4 On the evening of the same day, Anqi Yeast disclosed a plan to split its subsidiary for listing, proposing to spin-off its holding subsidiary Hongyu Packaging Materials into a separate company listed on the Beijing Stock Exchange. 2019 year 12 Since the introduction of the rules for domestic listings of subsidiaries spun off by listed companies in a certain month, “ A take apart A "Continuously, nearly a hundred listed companies have released plans for spin-offs," 10 Yu's company successfully listed its spun-off subsidiary, with the ChiNext becoming the main destination for spin-offs, followed by the STAR Market. Today, the Beijing Stock Exchange has also become a new option.   " A take apart A "Why is it sought after by listed companies? What role does it play in the long-term development of the capital market? Why is the ChiNext most favored by companies?" Frost & Sullivan Frost & Sullivan, Dr. Wang Xin, Global Partner and President of Greater China at Frost & Sullivan (hereinafter referred to as 'Frost & Sullivan'), was interviewed by Securities Daily to discuss the pros and cons of split listing and look ahead to the future development of the Beijing Stock Exchange. Securities Daily " A take apart A "The camp will be expanded." 7 month 4 On the evening of the same day, Anqi Yeast disclosed its plan to split its subsidiary for listing, proposing to spin off its holding subsidiary Hongyu Packaging Materials into a separate company listed on the Beijing Stock Exchange. The reporter comprehensively sorted out Tonghuashun iFinD Data and announcements from listed companies show that since 2021 year 2 Since the first split-share listed stock was issued at the end of the month, as of 7 month 5 day A shares already 17 Only listed shares are split, among which those listed on the ChiNext and STAR Market are 8 only with 7 Only, otherwise 2 Only listed on the main board. Further analysis shows that this year, through “ A take apart A "Listed ones 8 only, 7 Listed only on the ChiNext 1 Only on the motherboard. "Diverging into separate listings can help parent companies and subsidiaries focus on their core businesses, improve the valuation of subsidiaries, enhance financing capabilities, introduce strategic investors, and better implement management equity incentives." Wang Xin, a global partner at Frost & Sullivan and President of Greater China, analyzed for Securities Daily that listing as separate entities is an important way for capital markets to optimize resource allocation. For listed companies, it helps alleviate financial pressure by allowing the parent company to choose business segments with stronger profitability for separate listing, ensuring a smoother process for stock issuance and financing. "The split listing allows listed companies to improve management efficiency, focus on their main business, and expand financing space through the capital market platform. Most of the businesses spun off by the parent company are technology innovation businesses in a period of rapid growth. The listing of subsidiaries spun off by the parent company can alleviate financial pressure, effectively motivate the management of subsidiaries, and enhance valuation levels," said Fu Rao, executive director of the International New Economy Research Institute, to the Securities Daily reporter. From a sector perspective, the main destination for spin-offs this year is the ChiNext. In fact, in addition to those that have been listed this year 7 Outside the home, there is also 20 Several listed companies of Yu's Group are queuing up to list their subsidiaries on the ChiNext board.   Wang Xin stated that compared to the main board market, the listing conditions for the ChiNext are more relaxed, offering a higher degree of inclusiveness to enterprises, which helps potential small and medium-sized enterprises obtain financing opportunities. A take apart A Subsidiaries under '” generally possess high potential and strong profitability. Therefore, the ChiNext has become the choice for most companies. It is worth noting that the Beijing Stock Exchange has now become a new option for spin-off listings, with the potential to achieve a zero-based breakthrough. In addition to the aforementioned Angel Yeast, several listed companies such as Nanjing Iron and Steel Co., Ltd. have also designated the Beijing Stock Exchange as a subsidiary's intended split listing destination. However, to date, there has been no ' A take apart A "Cases of listed companies on the Beijing Stock Exchange." Zhou Yunan, founder of Beijing Nanshan Investment, analyzed to the Securities Daily reporter that the reason why the Beijing Stock Exchange has become a new choice mainly stems from the following aspects: In terms of financial thresholds, the financial requirements for listing on the Beijing Stock Exchange are lower than those for the main board, ChiNext, and STAR Market; in terms of queuing time, currently among the three exchanges in Shanghai, Shenzhen, and Beijing, there are fewer companies waiting to list on the Beijing Stock Exchange, and the average time from acceptance to listing is also shorter; moreover, listed company subsidiaries are already an important component of the New Third Board. If a subsidiary happens to be an enterprise on the Innovation Layer of the New Third Board, applying for listing on the Beijing Stock Exchange has a natural first-mover advantage. Zhou Yunnan further stated that as the Beijing Stock Exchange continues to develop and grow, and its financing, pricing, trading, and mergers and acquisitions functions are continuously improved, more and more listed companies will turn their attention to the Beijing Stock Exchange. They are willing to spin off their subsidiaries for listing on the New Third Board or enter the innovation layer, and apply to join the Beijing Stock Exchange at an opportune time. This can not only transport more high-quality enterprises to the New Third Board but also achieve interconnectivity between listed companies on the Shanghai and Shenzhen stock exchanges with the New Third Board and the Beijing Stock Exchange. Of course, not all listed companies are suitable for spin-off listings. "Regulatory authorities usually have clear requirements and detailed reviews for companies' listing applications, and companies should also comprehensively assess whether they need to split up for listing based on their own circumstances," Wang Xin said. Typically, companies that choose to split up for listing have diversified businesses with high-profitable subsidiaries. Another category is incubator companies, where the equity investment portfolio of the parent company is distributed across different industries. After the subsidiaries go public, the parent company can choose to exit its equity."   * This article is reprinted from Securities Daily, with the reporter being    Xing Meng,    Original title:    within the year 8 home“ A take apart A "Listed company implementation The Beijing Stock Exchange is becoming a new destination for spin-offs.    ">  

Frost & Sullivan insights On June 29, Premier Li Keqiang of the State Council presided over an executive meeting of the State Council, calling for improving the level of medical and health services through reform and innovation in the efficient coordination of epidemic prevention and control with economic and social development, so as to better protect the health of the people. At the same time, it was decided to carry out pilot projects to enhance the clinical research and achievement transformation capabilities of high-level hospitals, promote the improvement of medical and health service levels, and support the construction of research platform bases. Why does the national level attach such importance to enhancing the clinical research and achievement transformation capabilities of high-level hospitals? What are the specific implementation measures? How are they implemented? Wang Siyi, an analyst from Frost & Sullivan's Healthcare Group, recently interviewed by a reporter from China Times The current situation of low investment in collaborative medical technology, as well as future development trends after policy support. The State Council has decided to launch a pilot project to enhance the clinical research and achievement transformation capabilities of high-level hospitals. Huaxia Times On June 29, Premier Li Keqiang of the State Council presided over an executive meeting of the State Council, calling for improving the level of medical and health services through reform and innovation in the efficient coordination of epidemic prevention and control with economic and social development, so as to better protect the health of the people. At the same time, it was decided to carry out pilot projects to enhance the clinical research and achievement transformation capabilities of high-level hospitals, promote the improvement of medical and health service levels, and support the construction of research platform bases.   According to statistics from Peking Union Medical College Hospital, China has a population of 1.4 billion, but the investment in medical technology only accounts for 1.2%, far lower than the 44% in the United States and 33% in Europe. In fact, enhancing the clinical research and achievement transformation capabilities of high-level hospitals has been a major policy that the national health sector has continuously implemented in recent years. Previously, departments such as the General Office of the State Council, the National Development and Reform Commission, the National Health Commission, the Administration of Traditional Chinese Medicine, and the National Disease Prevention and Control Center have all organized the issuance of relevant policy documents. So, why does the national level attach such importance to enhancing the clinical research and achievement transformation capabilities of high-level hospitals?   In response, Liang Jialin, convenor of the Population Health Strategy Communication Committee of the Chinese Population Society, told the China Times: 'Large research hospitals, as institutions that possess vast amounts of patient medical and multi-omics data, have the opportunity to gain significant opportunities in scientific research capabilities and revenue generation through the national pilot program for enhancing clinical research and outcome transformation capabilities.'   Chen Linhai, Deputy Secretary-General of the Private Hospitals Branch of the Chinese Hospital Association, told the Huaxia Times reporter that 'The national level has decided to carry out a pilot project to enhance the clinical research and achievement transformation capabilities of high-level hospitals. The aim is to select institutions with excellent scientific research capabilities from public tertiary hospitals, establish large-scale clinical research and achievement transformation centers, thereby promoting the localization process in this field. After improving the scientific research structure, China will gradually achieve full coverage in the life science industry.'   attach importance to In recent years, enhancing the clinical research and achievement transformation capabilities of high-level hospitals has become a frequently discussed keyword in China's healthcare industry.   Unlike previous times, this regular State Council meeting pointed out that pilot projects to enhance clinical research and achievement transformation capabilities will be carried out in some high-level hospitals. In five areas—implementing scientific research autonomy, salary incentives, ownership of scientific and technological achievements and their distribution of benefits, procurement of scientific research instruments and equipment, and so on—the same policies as those supporting innovation in universities and research institutes will be adopted. In particular, there will be an increase in funding for clinical and translational research, simplification of scientific research and funding management approval processes, reports, etc., while support will also be provided for the construction of research platform bases.   In fact, this concept has not been elevated to the national level for the first time. In 2019, the National Health Commission held a series of press conferences under the theme 'A Tour of the 13th Five-Year Plan - Towards Universal Health', focusing on introducing the specific implementation details around the 'National Medical Service and Medical Quality and Safety Report 2019'.   In addition, departments such as the General Office of the State Council, the National Development and Reform Commission, the National Health Commission, the Administration of Traditional Chinese Medicine, and the National Disease Prevention and Control Center have all organized the issuance of relevant policy documents. On June 4, 2021, the General Office of the State Council issued the 'Opinions on Promoting the High-Quality Development of Public Hospitals', once again placing emphasis on strengthening clinical specialty construction, proposing that 'the development of specialties drives the improvement of diagnosis and treatment capabilities and levels'.   On July 1, 2021, the National Development and Reform Commission, the National Health Commission, the National Administration of Traditional Chinese Medicine, and the National Disease Prevention and Control Center jointly compiled the 'Implementation Plan for the Construction of a High-Quality and Efficient Healthcare Service System during the 14th Five-Year Plan Period.' It proposes to strive to ensure that the general public enjoys fair and accessible, systematic, and continuous high-quality healthcare services nearby.   Shi Wankui, deputy director of the Pharmaceutical and Medical Business Department at Hejun Consulting, told the Huaxia Times reporter, "It is very necessary to enhance the clinical research and achievement transformation capabilities of high-level hospitals. This is conducive to promoting innovation, expanding the group of innovative talents, and facilitating cross-border integration between frontline diagnosis and treatment with professional research institutions, pharmaceutical companies, etc."   Vitality In the early days of the founding of New China, the average life expectancy in our country was only 35 years. By 2020, it had increased to 77.3 years, with maternal mortality and infant mortality rates falling to 16.9 per 100,000 and 5.4 per 1,000, respectively. Our main health indicators rank among the top in countries with medium to high incomes.   In recent years, with the continuous advancement of deepening the reform of the medical and health system, hierarchical diagnosis and treatment, and modern hospital management systems have been continuously improved, significantly enhancing the capacity of medical services. National healthcare insurance, centralized volume-based procurement, healthcare negotiation, drug supply guarantee, comprehensive supervision systems, etc., which benefit the country and its people, have basically established the framework of China's basic healthcare system serving all citizens. The problems of 'difficulty in seeing a doctor' and 'high cost of seeing a doctor' are gradually being resolved, and it is becoming a reality that people can afford to see a doctor.   Even so, there are still some urgent issues to be resolved in the development of China's healthcare industry. Public data from the National Health Commission and the Big Data Development Department of the National Information Center show that from a supply-side perspective, structural problems in the healthcare service system remain prominent.   Chen Linhai believes that 'this new policy can be regarded as an extension of the tiered diagnosis and treatment medical reform system, aiming to emphasize the integrated functions of public medicine at the top echelons in clinical strength, improving the integration of teaching, research, industry, and academia. This is intended to help China establish its own scientific research data, reshape its scientific research capabilities, and combine medical engineering with R&D to develop cutting-edge pharmaceuticals and medical devices.'   The reporter learned that compared to universities and research institutes, public hospitals are subject to stricter anti-corruption management restrictions, resulting in a lower rate of scientific research achievement transformation compared to these institutions; moreover, the overall level of clinical research achievement transformation in China is also lower than that of developed countries. According to statistics from Peking Union Medical College Hospital, with a population of 1.4 billion, China only allocates 1.2% of its medical technology investment, far less than the 44% in the United States and 33% in Europe. China's independent R&D capability for innovative drugs is weak, and the localization rate of large-scale medical devices needs to be improved. The patent ratio (8%) of China's biopharmaceutical industry is much lower than that of the United States (48%) and Japan (12%).   Liang Jialin told the reporter from China Times: 'Life sciences are the science of the 21st century, just as information sciences were in the 20th century. Large research hospitals, as institutions that possess massive amounts of patient medical and multi-omics data, have the opportunity to gain significant opportunities in enhancing their scientific research capabilities and revenue-generating abilities through pilot projects aimed at improving national clinical research and outcomes transformation capabilities. For the leading (research-oriented) echelons within public hospitals, the effective incentive mechanism for the transformation of clinical scientific and technological achievements (i.e., 'patenting to support healthcare') can boost the return of diagnosis and treatment services to a public welfare nature.'   Wang Siyi Analyst from Frost & Sullivan Healthcare Wang Siyi, an analyst from Frost & Sullivan's Healthcare Group in Greater China, told a reporter from China Times that 'The State Council has specifically emphasized increasing funding for clinical and translational research, adopting policies equivalent to those for innovation by universities and research institutions, which is conducive to the transformation of medical scientific achievements and promotes the development of high-quality healthcare services.'   Shi Wankui stated, 'The State Council has specifically clarified the encouragement for doctors and departments to carry out scientific research. In addition to performance incentives for talent and innovation, we believe that related support policies such as evaluation, transformation, promotion, and financing of innovative achievements will be introduced gradually. Hospitals with distinctive innovative achievements will have priority in gaining multiple benefits such as low costs, high brand recognition, patient aggregation for a single disease type, and advantages in scientific research data, directly supporting the enhancement of hospital competitiveness.'   *This article is reprinted from 'Huaxia Times', with reporters Guo Yilin and Yu Na. The original title was 'Medical Technology Investment Accounts for Only 1.2%! The State Council Decides to Launch a Pilot Project to Enhance the Clinical Research and Achievement Transformation Capabilities of High-Level Hospitals'.