Market Overview - On August 4, the agricultural processing sector rose by 0.16% compared to the previous trading day, with *ST Zhongji leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Stock Performance - The following stocks in the agricultural processing sector showed notable performance: - *ST Zhongji (000972) closed at 3.35, up 4.04% with a trading volume of 177,800 shares and a turnover of 58.65 million yuan [1] - Xisheng Co. (603182) closed at 14.64, up 2.31% with a trading volume of 22,600 shares and a turnover of 32.88 million yuan [1] - Baolingbao (002286) closed at 10.73, up 2.09% with a trading volume of 104,200 shares [1] - Guotou Zhonglu (600962) closed at 19.37, up 2.05% with a trading volume of 75,300 shares [1] Capital Flow - The agricultural processing sector experienced a net outflow of 28.98 million yuan from institutional investors, while retail investors saw a net inflow of 45.13 million yuan [2] - The following stocks had significant capital flow: - Guotou Zhonglu (600962) had a net inflow of 13.02 million yuan from institutional investors [3] - *ST Zhongji (000972) had a net inflow of 12.50 million yuan from institutional investors [3] - San Si Si (600191) had a net inflow of 7.76 million yuan from institutional investors [3]

Core Viewpoint - The average price of pork in China's wholesale agricultural market has decreased, while other meat and vegetable prices show mixed trends, indicating fluctuations in the agricultural product market [1] Price Trends - As of August 4, the average price of pork is 20.33 yuan/kg, down 1.3% from the previous Friday [1] - Beef prices increased to 64.32 yuan/kg, up 0.6% from the previous Friday [1] - Mutton prices slightly decreased to 59.58 yuan/kg, down 0.1% from the previous Friday [1] - Chicken egg prices fell to 7.54 yuan/kg, down 2.3% from the previous Friday [1] - The price of white strip chicken rose to 17.34 yuan/kg, up 1.0% from the previous Friday [1] Vegetable and Fruit Prices - The average price of 28 monitored vegetables is 4.49 yuan/kg, up 1.4% from the previous Friday [1] - The average price of 6 monitored fruits is 6.99 yuan/kg, down 1.4% from the previous Friday [1] Fish Prices - The price of crucian carp is 22.85 yuan/kg, up 2.4% from the previous Friday [1] - Carp prices increased slightly to 15.72 yuan/kg, up 0.1% from the previous Friday [1] - The price of white catfish is 10.39 yuan/kg, up 0.7% from the previous Friday [1] - The price of large hairtail fish decreased to 39.76 yuan/kg, down 1.8% from the previous Friday [1]

市场消息：马来西亚贸易部长向议会通报了与美国的关税谈判情况。马来西亚贸易部长称，同意削减或 取消美国98.4%关税细目的进口关税，并将豁免部分美国农产品（如水果、海鲜）的销售税。美国方面 希望马来西亚增加采购和投资以缩小贸易逆差。 ...

Core Viewpoint - Malaysia's Trade Minister announced the exemption of sales tax on certain U.S. agricultural products, including fruits and seafood, to enhance trade relations and boost imports from the U.S. [1] Group 1 - The exemption applies specifically to fruits and seafood among other U.S. agricultural products [1] - This move is aimed at strengthening trade ties between Malaysia and the United States [1] - The decision is expected to increase the volume of imports from the U.S. in these categories [1]

（文章来源：证券日报） 中科原动力董事长韩威介绍了智能采摘机器人在设施农业中的创新应用。他提到，温室采摘机器人技术 路径涵盖多模态感知、智能决策与自主操作，已在其他品种实现应用，未来将与大禹节水携手，加速机 器人在云南蓝莓基地的落地应用。 与会专家一致认为，区块链技术为农业资产数字化确权、供应链金融模式创新及碳积分交易开辟了广阔 空间。中国农业大学副校长杜太生教授强调，需强化学术界与产业界协同，推动高品质农业与现代资本 深度绑定，助力建设农业强国。 专题分享环节，科思达集团中国区总经理穆晨晖剖析了全球浆果产业趋势及云南蓝莓的竞争优势，中科 原动力研发主管李兴旭展示了智能采摘机器人的成熟方案，大禹节水副总裁陈静介绍了公司在农业水利 数字化领域的创新实践。沙龙讨论由董事会秘书姚键主持，嘉宾们围绕RWA与农业结合的路径展开热 议，呼吁完善政策法规框架，以实现技术创新与产业发展的可持续融合。 有分析人士表示，此次研讨会及签约动作清晰展现大禹节水深化智慧农业布局的战略路径。大禹节水携 手科思达集团锁定高端蓝莓市场，为智能灌溉技术提供优质场景；联合中科原动力直击劳动力痛点，有 望在云南基地形成可复制的机器人采摘方案，提升 ...

Group 1 - The seminar titled "Innovation in High-end Agricultural Products in the RWA Era" was held by Dayu Irrigation Group, focusing on the integration of blockchain technology with high-end agriculture to promote digital and intelligent agricultural development [1] - Dayu Irrigation's chairman emphasized the revolutionary potential of emerging technologies such as artificial intelligence, robotics, and blockchain in transforming agriculture, and the company aims to explore the application value of RWA in agricultural asset circulation [1] - The vice president of China Agricultural University highlighted the importance of combining high-quality agricultural products with modern capital and praised Dayu Irrigation's leadership in agricultural technology innovation, calling for collaboration between academia and industry to strengthen agricultural development [1] Group 2 - Dayu Irrigation signed a strategic cooperation agreement with Australia's Costar Group to focus on technology research and development in the blueberry industry and optimize facility agriculture, aiming to rapidly scale up planting areas and create a high-standard digital berry planting demonstration base [2] - The company also signed a robotics research and development cooperation agreement with Zhongke Yuandian to promote the large-scale application of intelligent picking robots in facility agriculture, injecting technological momentum into modern agriculture [2] - During the seminar, participants discussed the paths and impacts of integrating RWA with agriculture, agreeing that blockchain technology presents new opportunities for agricultural asset digitization, supply chain finance, and carbon credit trading, while also emphasizing the need for improved policy compliance [2]

Core Points - The 2025 National Agricultural Products Production and Marketing Conference was held in Nanchang, Jiangxi, organized by the Ministry of Commerce, showcasing Shandong's specialty agricultural products [1][3] - The conference aimed to enhance the integration of agricultural production and marketing, promoting rural revitalization and increasing farmers' income through long-term cooperation agreements between agricultural producers and retail enterprises [3][8] Group 1 - The Ministry of Commerce has been organizing national agricultural product production and marketing activities for years, facilitating procurement from large commercial enterprises and guiding long-term agreements with agricultural production bases [3] - This year's conference theme is "Agricultural Business Connection to Support Rural Revitalization," focusing on expanding the scale of buyers, diversifying product categories, and innovating connection methods [3] - Shandong Province's Commerce Department organized over 100 quality agricultural product producers and more than 30 purchasing enterprises to participate in the conference, leading to procurement intentions signed by companies like Jiajiayue Group and Shandong Xinhesheng Food Group [3][8] Group 2 - The Shandong section of the conference featured three major exhibition areas, showcasing representative quality agricultural products from 16 cities, including a wide variety of items from local specialties to geographical indication products [5] - The exhibition included 12 brands of national geographical indication agricultural products, such as Xiaojin rice and Qihe beef, highlighting the unique flavors of Shandong [5] - The conference also featured 12 brands from the "China Time-honored Brand" section, showcasing traditional products like Dong'e Ejiao and Zhoucun baked cakes, emphasizing the heritage of Shandong craftsmanship [5] Group 3 - After the opening ceremony, attendees engaged with staff to learn about the products and interacted with exhibiting companies, indicating strong interest in Shandong's agricultural offerings [7] - The event facilitated collaboration between agricultural brands and businesses, aiming to bring more specialty agricultural products from rural areas to the market [8]

Core Insights - The recent high temperatures in South Korea have led to a significant increase in the prices of certain agricultural products, with some items experiencing price hikes of over 40% compared to the same period last year [1] Price Changes - As of the 1st of the month, the price of a watermelon reached 33,337 KRW (approximately 173 RMB), marking a year-on-year increase of 17.6% [1] - The retail price of a large cabbage has reached 6,114 KRW (approximately 31.7 RMB), which is a 68.0% increase compared to the previous month [1]

Core Viewpoint - The company Dayu Water-saving is leveraging multi-party collaboration in the agricultural industry to promote the tokenization of high-end agricultural products and water assets, providing new financial support for agricultural development [1][3]. Group 1: Company Overview - Dayu Water-saving was listed on the Growth Enterprise Market in October 2009 and focuses on solving issues related to agriculture, rural areas, and water resources, establishing a complete digital water management ecosystem [1]. - The company has a global presence, with products and services spanning over 60 countries and regions [1]. Group 2: Technological Innovation - The chairman of Dayu Water-saving emphasized the critical role of technological innovation in agricultural development, highlighting the transformative potential of AI, robotics, and blockchain technologies [1]. - The company is exploring the application value of RWA in the circulation of agricultural assets to support the modernization of agriculture [1]. Group 3: Agricultural Initiatives - Dayu Water-saving's agricultural division collaborates with American company Driscoll's for high-end berry cultivation and engages in various high-value-added planting businesses, including peppers, potatoes, and processed tomatoes [1][2]. - The company has developed a fully automated data collection and intelligent irrigation system to support its agricultural operations, ensuring product quality and data-driven asset management [1]. Group 4: Strategic Partnerships - Dayu Water-saving has signed strategic cooperation agreements with Kosta Group and Zhongke Yuandian to focus on technology research and development in the blueberry industry and optimize facility agriculture [2]. - The collaboration aims to scale up blueberry cultivation and promote the application of intelligent harvesting robots in modern agriculture [2]. Group 5: RWA Development - The company has noted attempts in some regions to explore RWA for high-end agricultural products, viewing it as a significant step in combining agricultural assets with digital finance [3]. - Dayu Water-saving is actively researching and promoting the RWA path for high-end agricultural products and water assets, although it has not yet generated revenue from RWA activities [3].

Core Insights - Recent high temperatures have led to a significant increase in the prices of certain agricultural products in South Korea, with some items experiencing price hikes of over 40% compared to the same period last year [1] Group 1: Price Increases - As of August 1, the price of a watermelon reached 33,337 KRW (approximately 173 RMB), marking a year-on-year increase of 17.6% [3] - The retail price of a large cabbage reached 6,114 KRW (approximately 31.7 RMB), which is a staggering increase of 68.0% compared to the previous month [3]