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    重庆森林 2026-08-26

    分类: 昨夜星辰

    重庆森林

    China’s deep-processed agri-goods fuel higher-value trade growth_我的网站

    律政英雄

    一 | 简介:彭博社网站本周表示,软银收购的芯片设计公司ARM除了智能手机之外,还在探索其他业务,为五年内的IPO打下基础。软银首席执行官孙正义希望此次收购将产生巨大回报。全文如下:最近,芯片设计公司ARM的扩张速度如此之快,以至于联合创始人Mike Muller在使用办公室时必须提前预订。”我的办公室已经变成了一个会议室,所以我必须提前预订,”穆勒,公司的首席技术官,在英国剑桥的公司总部接受采访时说。

    二 |     

    A farmer dries freshly harvested loofah sponges in Fulong township, Jiujiang, East China's Jiangxi Province. 
File photo: VCG
        A farmer dries freshly harvested loofah sponges in Fulong township, Jiujiang, East China's Jiangxi Province. File photo: VCG
    Chinese plush toys, new-energy vehicles and robots often grab global headlines. Beyond the spotlight, however, many unassuming Chinese exports are quietly making great gains in markets around the world.
    Recently, 14,040 specific pathogen free (SPF) eggs, also known as "diamond eggs" and prized as a critical raw material for vaccine research, took off from Beijing Daxing International Airport and landed in Riyadh, Saudi Arabia. 
    In the first half of 2026 alone, exports of Beijing-produced SPF eggs topped 400,000 units, soaring 254 percent year-on-year. Their export value exceeded 3.8 million yuan ($563,364), up 166 percent year-on-year. Both figures already surpassed the full-year total for 2025, according to statistics from the Beijing customs.
    "Diamond eggs" are not alone. Many processed farm goods from various regions across China, ranging from loofahs to new corn-based synthetic fibers to "icy persimmons," are reaching consumers in many countries and regions around the world, with rising export volumes.
    Behind the headline numbers lies a quiet change: China is no longer content to ship out raw apples, live fish, or unprocessed grain. It is climbing the value chain - turning farmyard staples into high-value, shelf-ready products for markets around the world, Zhu Qiucheng, CEO of Ningbo New Oriental Electric Industrial Development, told the Global Times.
    New e-commerce stars
    In Shangcheng County, Central China's Henan Province, the loofahs once lived a quiet life next to the stove - serving as kitchen scrubbers. Today they are a cross-border e-commerce star.
    "We have built processing factories, design teams and unified procurement systems that link agricultural cooperatives and farmers across dozens of villages, turning sponge gourds - a traditional side crop - into a scalable, export-oriented industry," a sales manager at Yuangeng Longshang, a local producer and exporter of sponge gourd-related products, told the Global Times.
    Processors in Shangcheng have developed more than 60 loofah product lines - ranging from bath sponges and kitchen scrubbers to pet toys and cultural-creative items - and sell them via Amazon, AliExpress, Temu and other platforms to more than 50 countries and regions, according to media reports.
    In the first half of 2026, Shangcheng's e-commerce transaction volume of loofah-made products exceeded 30 million yuan, up 35 percent year-on-year. At present, the annual comprehensive output value of the loofah industry in the county has exceeded 100 million yuan.
    Apart from sponge gourds, corn has also found a new way to become cloth. 
    "Unlike traditional synthetic fibers made from petroleum, the core ingredient of our flagship Sorona-based series comes from corn," Hong Boqi, general manager of Chuanyue New Material Co, a domestic cloth supplier, told the Global Times.
    The process of making Sorona starts by fermenting corn sugars to extract Bio-PDO (a bio-based chemical building block, essentially a plant-derived version of the molecule used in certain plastics). This is then polymerized and spun into yarn and finished fabric.
    The company has independently developed more than 300 Sorona fabric varieties, said Hong.
    The firm is also exploring seaweed. Working with a domestic biotech partner, it created an "ice algae mud" functional fabric. Natural seaweed is finely ground and combined with a composite powder made from nephrite, then processed through a specialized spinning method. The finished textile is designed for recycling, reinforcing its green credentials. 
    Behind these advances lie years of patient research and development. Chuanyue invests about 4 million yuan annually in early-stage material development, covering the full journey from lab innovation to finished fabric, said Hong.
    Innovative ways
    Apart from being processed into industrial products, Chinese fresh fruits and vegetables are also processed in innovative ways to reach global consumers.
    For example, Hainan Nicepal Industry Co is not simply selling fresh fruit. Instead, it uses advanced spray-drying technology to turn fresh fruits into fruit powders, concentrated juices, and not-from-concentrate (NFC) purees. 
    Pan Fengying, deputy general manager of the Hainan-based company, said that the company's output value reached 600 million yuan last year, and this year's target is 1.2 to 1.5 billion yuan, according to local media.
    And in Yi County, North China's Hebei Province, fresh fruit that once spoiled quickly or fetched rock-bottom seasonal prices is now processed into "icy persimmons," which made exports easier.
    In April 2026, the first batch of 15,000 persimmons was sent to Toronto, Canada. In the first half of this year, the sales volume of the ice-ripened persimmons in the county increased eightfold compared to the previous year; the annual production is expected to be 20 times that of last year, local authorities said.
    Through controlled processes of de-astringency, sugaring and rapid freezing, the fruit develops a creamy, ice-cream-like texture while retaining its natural sweetness. Local authorities built a shared industrial park complete with standardized workshops, fully automatic production lines and large-scale intelligent cold storage, allowing micro- and small-sized firms to "move in without having to prepare for everything."
    The China Agricultural Sector Development Report 2026, released in June, projected a pivot toward higher-value agricultural exports from 2026 to 2030. Categories such as processed fruits and nuts, frozen fruits, fish fillets and frozen vegetables are flagged for strong growth potential. 
    The message is clear: volume still matters, but value and differentiation matter more. 
    How did the "sudden" upgrade of the agricultural sector happen? Analysts pointed to two major reasons: pursuit of high-quality development and resilient supply chains.
    China has emphasized high-quality development, guiding enterprises to focus more on quality over quantity. This has led to deep processing, brand building and new quality productive forces in the agriculture sector, said Zhu.
    Zhu also noted that the speed and completeness of China's resilient supply chains are powering the transformation. Every link - from raw materials to finished goods, including processing, packaging, and logistics - is tightly connected.
    。我们的办公空间已经用光了。

    三 | ”2016年,日本软银集团收购了ARM。随后,ARM的员工数量增加了约2000人,总计近6000人。这导致现有办公空间严重不足。在ARM总部,员工在六栋低层办公楼工作。剑桥公园总部新大楼外观ARM将很快进入剑桥公园新办公大楼。这幢办公楼耗资6100万美元。该建筑有一个巨大的中庭,长180米,有“悬空楼梯”,建筑内铺设的网络长达1000多公里。虽然新办公楼的建设是在收购软银之前开始的,但总部更能反映ARM当前的雄心壮志和辉煌。”这是非常低调的,”穆勒开玩笑说。这座建筑物又漂亮又大。

    四 | 武器成本上升,利润下降。ARM成立于1990年。

    五 | 在软银320亿美元收购之前,它已经成为英国最大的上市公司。ARM的芯片设计被授权给世界上最大的技术公司。

    六 | 因此,世界上几乎所有的智能手机和平板电脑都使用ARM芯片。目前,在软银首席执行官孙正义的领导下,由于软银雄心勃勃的目标,ARM的英国高管开始受到媒体的密切关注。在各种会议上,孙正毅要求ARM高管快速介绍公司目前的运营细节,然后跳到长期计划中。他坚持认为,ARM必须每月更新其10年业务计划,以确保其对未来的关注。ARM首席执行官Simon Segars表示,这意味着他的工作是“疯狂投资”,将ARM推向高端计算市场,成为无人驾驶汽车技术的核心。根据孙正义的设想,这些项目很快就会带来回报,然后ARM将缩减开支,并在五年内准备重新上市。ARM的新股东也带来了不同的客户群。最近,Seggs向孙正义展示了一款基于ARM芯片的联想笔记本电脑。

    七 | 当天晚些时候,他被要求留下来介绍微软创始人比尔盖茨。Seggs先生和他的团队处于技术行业经理们梦寐以求的位置:首先投资于增长,然后专注于盈利能力。然而,这次收购也让他们走出了自己的舒适区。ARM技术在半导体行业无处不在,但Sun希望ARM能够进入软件和服务领域。据西格斯说,当太阳第一次与ARM谈判时,他对一个“科学项目”很着迷。孙收购ARM的一个原因是,他相信,在主导智能手机市场的设计的帮助下,芯片设计师可以在物联网芯片市场上获得同样的市场影响力。

    八 | 物联网技术包括互联的家用产品和工厂设备。这一相互关联的未来似乎并没有孙正义和许多其他未来学家所希望的那么快。一个原因是所有这些互联设备都带来了巨大的管理挑战:必须确保安全性,及时更新软件,保持网络状态。技术实施可能很复杂,而且成本高昂。另一个问题是,ARM在物联网服务领域没有足够的专业积累,实际使用ARM设计的终端用户之间总是存在一定的距离。

    九 | 所以目前,在孙正义的鼓励下,ARM正在拓展物联网服务部门。去年8月,ARM以6亿美元收购了美国数据分析初创公司Treasure Data,这是过去14年来最大的一次收购。今年6月,该公司还瞄准了位于格拉斯哥的stream technologies公司。公司致力于优化物联网设备网络连接。SanfordBernstein的分析师ChrisLane说:“在10到15年后的世界上,可能有1万亿台设备连接到互联网上。即使每个设备一个月只生产几美分,那将是一个巨大的数字。

    十 | 现在太早了,但这是个好主意。最终,Seggs可能需要削减开支,并向公开市场投资者解释为什么ARM比软银的收购价格更有价值。

    十一 | 赛格斯说,软银计划在五年内上市。ARM的机会窗口可能很快就会关闭。在科技产业最繁荣的时期,软银设立了一个愿景基金。

    十二 | ARM本身被认为芯片行业的繁荣是可持续的这一信念所鼓舞。新的行业正在排队为他们的产品和业务增加数字和智能功能。然而,到2018年底,大型科技公司和芯片行业的受欢迎程度有所下降。投资者担心,贸易纠纷、无人驾驶汽车等新兴行业增速低于预期,以及库存过剩等旧问题的再度出现,已开始给半导体行业带来压力。行业基准费城证券交易所半导体指数(Philadelphia Stock Exchange Semiconductor Index)在连续两年增长超过36%后,在2018年下跌7.8%。ARM已经知道,在单一领域的成功并不能让公司获得免费通行证。

    十三 | 在过去的十年里,英特尔一直希望打破英特尔在计算机技术上的统治地位,但它只找到了一个小小的立足点。在过去的10年里,英特尔已经占据了服务器市场的90%以上。

    十四 | 手臂多次看到“假黎明”。一些制造商尝试使用ARM处理器,但后来选择放弃,因此ARM在市场上没有建立起有意义的份额。2018年,ARM获得了大幅提升。

    十五 | 早就有传言称,作为英特尔最大的客户之一,亚马逊宣布将在其服务器网络中采用基于ARM技术的自主设计芯片。

    十六 | 塞格斯的大规模招聘也导致了成本的急剧上升。利润正在消耗。ARM在最近一个季度的成本为3.27亿英镑,比去年同期增长了33%。

    十七 | 无论一次性项目如何,ARM都能赚1800万英镑,仅为一年前的四分之一左右。目前,ARM股东对此并不担心。

    十八 | 然而,由于软银25%的股份掌握在由其他投资者出资的愿景基金手中,因此,ARM无法在不考虑回报的情况下疯狂投资未来。塞格斯还知道,人们对ARM的期望很高,孙先生希望得到的回报远远超过他为收购ARM而花费的320亿美元。他说:“如果我们想在首次公开发行(IPO)中取得成功,并得到孙正义预期的估值,那么显然我们需要证明很多问题。我的工作是确保我们利用这段没有上市的时间进行疯狂的投资,再投资我们所有的利润。(张帆)。

    Current article:http://srij.hunyoduozuiaopoulun.buzz/list_ifydwtx/4lfv9vd.html

    Published on:13:39:38


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