Core Viewpoint - *ST Weihai has been identified as the preferred bidder for the "Smart Agriculture Project Engineering General Contracting (EPC) Section 1" in Luoping County, Qujing City, Yunnan Province, with a bid amount of 140.63 million yuan, which represents 5.66% of the company's audited revenue for 2024 [1] Summary by Relevant Sections - **Project Details** - The project is a joint venture led by Zhejiang Weihai Construction Group Co., Ltd. and Yunnan Development Planning and Design Institute Co., Ltd. [1] - The bid amount for the project is 140.63 million yuan, pending final contract signing [1] - **Financial Impact** - The pre-bid amount is expected to significantly impact the company's future operating revenue and net profit if the contract is finalized [1]

Group 1 - The company has been pre-awarded a project for the "Smart Agriculture Project Engineering General Contracting (EPC) First Bid Section" in Qujing, Yunnan, with a bid amount of 141 million yuan [1] - This project represents 5.66% of the company's audited operating revenue for 2024 [1] - If the contract is finalized, it is expected to have a positive impact on the company's future operating income and net profit [1]

智慧农业正在成为发展农业新质生产力的重要抓手。政策层面，2025年中央一号文件提出，支持发展智 慧农业，拓展人工智能、数据、低空等技术应用场景。此外，《农业农村部关于大力发展智慧农业的指 导意见》《全国智慧农业行动计划（2024—2028年）》等也为智慧农业发展提供了明确指导与支持。企 业层面，越来越多的农业科技企业，正在依托人工智能等新兴技术赋能农业生产，实现水肥一体化、精 准灌溉等智慧农业应用场景的深化与拓展。 成立于2019年的麦麦科技集团（简称麦麦科技）是用科技赋能农业产业与消费的智慧生态平台，总部位 于北京中关村核心园。近日，麦麦科技宣布完成Pre-A轮融资，募资金额超过1亿元，估值规模超过11亿 元。作为首个农业AI方向国家级专精特新"小巨人"企业，麦麦科技连续五年实现200%的营收和净利润 增长，研发的作物生长模型涵盖15个大品类200多个小品类近千个垂直场景。 南方财经 21世纪经济报道记者舒晓婷 一家初创企业何以在智慧农业赛道形成竞争优势？长远来看，中国农业加快智慧转型可能需要解决哪些 痛点？ 围绕上述话题，21世纪经济报道记者近日对麦麦科技集团创始人、董事长兼CEO李楠进行了专 访。 李楠 ...

Group 1: Autumn Grain Harvest - China's autumn grain crops cover a wide range from south to north, accounting for 75% of the annual grain production [1] - By 2025, the area for autumn grain is expected to increase steadily, with normal growth conditions indicating a solid foundation for a bountiful harvest [1] - Approximately 10 million agricultural machines are currently engaged in the "Three Autumns" operations, with large-scale harvesting expected in about 10 days [1] Group 2: Peanut Harvesting Innovations - In Qingdao, Shandong, over 270,000 acres of peanuts are being harvested, with new equipment and technology accelerating the process and improving quality [1][10] - The introduction of mechanization has transformed traditional peanut harvesting methods, significantly reducing labor intensity and increasing efficiency [5] - The local agricultural bureau reports that peanut harvesting has achieved full mechanization, accommodating various harvesting modes [7] Group 3: Pest Control and Quality Improvement - In 2025, a new ecological pest control technology called "snake bed flower belt" will be introduced to combat peanut aphids, reducing chemical pesticide use and promoting high-quality production [9] Group 4: Pumpkin Harvest and Drone Utilization - In Guizhou, 1,500 acres of pumpkins are being harvested, with drones enhancing transportation efficiency during the harvest [10] - A specialized drone capable of transporting approximately 75 kilograms of pumpkins was purchased for over 70,000 yuan, significantly shortening the harvest cycle [12] Group 5: Pistachio Production in Xinjiang - In the Kashgar region, pistachios are being harvested, with 12,000 acres planted and an estimated annual yield of around 120 tons [16][17] - Technological advancements in breeding and large-scale planting are helping local villagers increase their income [17] Group 6: Marigold Cultivation in Heilongjiang - Over 1,000 acres of marigolds are in full bloom in Heilongjiang, contributing to local economic growth as a "golden industry" [20] - The marigold industry has attracted many local workers, with agricultural technicians providing guidance for effective cultivation and management [20]

Core Viewpoint - Smart agriculture is a crucial component of new productive forces in agriculture and represents a strategic high ground for building a strong agricultural nation [1] Group 1 - Smart agriculture standards are essential technical support for promoting high-quality development in smart agriculture and are a vital part of national foundational standards [1] - The guidelines aim to accelerate the establishment of a smart agriculture standard system in China, enhancing the level of standardization work [1] - The initiative is in line with the implementation of various national plans and guidelines, including the "Accelerating the Construction of a Strong Agricultural Nation Plan (2024-2035)" and the "National Standardization Development Outline" [1]

Core Viewpoint - The article highlights the advancements in smart agriculture in Anyang County, Henan, showcasing how technology is transforming traditional farming practices and leading to increased efficiency and productivity in corn cultivation [1][3][9]. Group 1: Smart Agriculture Implementation - The Anyang Xiaosong Planting Cooperative has adopted various smart agricultural devices, allowing for customized nutrient delivery to crops, which has contributed to a bountiful corn harvest this year [1][3]. - The cooperative has utilized 2,800 acres of land, with 400 acres equipped with drip irrigation and integrated water-fertilizer systems, improving water and fertilizer utilization by over 30% compared to traditional methods [3][5]. - The use of drones for crop protection has enabled the cooperative to cover 800 to 1,000 acres in a single day, significantly enhancing operational efficiency [7][9]. Group 2: Technological Advancements - The cooperative has invested in various agricultural machinery, including harvesters, sprayers, and unmanned tractors, which have drastically reduced the time required for harvesting [7]. - The introduction of unmanned tractors equipped with Beidou navigation systems has improved planting accuracy to within 2 centimeters, showcasing the precision of modern agricultural practices [7][9]. - The overall transformation from traditional farming methods to data-driven and machine-controlled operations has solidified the foundation for stable and abundant grain production [9]. Group 3: Supportive Infrastructure - Recent upgrades in electricity supply in Anyang County have provided a strong foundation for the implementation of smart agriculture projects [7]. - The establishment of high-standard farmland demonstration areas has facilitated the integration of various smart devices, creating a modern agricultural landscape characterized by efficient irrigation and monitoring systems [9]. - The local agricultural authorities are committed to enhancing communication and coordination among departments to ensure effective monitoring and disaster prevention measures, further supporting the goal of increased crop yields [9].

Core Viewpoint - The stock of Congyu Agricultural (00875) has increased by over 5%, reaching a rise of 7.69% to HKD 0.56, with a trading volume of HKD 10.6578 million, following a strategic partnership announcement in the low-altitude economy and digital agriculture sectors [1] Group 1: Company Developments - Congyu Agricultural's wholly-owned subsidiary, South China Navigation Low-altitude Industry Investment (Shenzhen) Co., Ltd., has entered into a strategic cooperation with Atmospheric IoT Technology (Guangzhou) Co., Ltd. and South China Digital Agriculture Technology (Shenzhen) Co., Ltd. [1] - The collaboration focuses on the deep integration of low-altitude economy and digital agriculture, which is expected to further expand Congyu Agricultural's presence in the smart agriculture sector [1] Group 2: Industry Insights - Southwest Securities has released a research report indicating that national strategies are concentrating on the new track of low-altitude economy, with applications in low-altitude logistics and tourism leading the way, while other fields are also actively exploring opportunities [1] - The low-altitude economy industry chain is showing a clear trend towards large-scale development [1] - Guotai Junan believes that policies related to the low-altitude economy are gradually being refined, leading to an increasingly mature industry [1] - As the industry continues to grow, companies that position themselves within the relevant industry chain are expected to benefit first, highlighting their investment value [1]

Group 1 - The core viewpoint of the article highlights the significant rise in the stock price of Tongyu Agriculture (00875), which increased by over 5% and reached a peak of 7.69%, trading at 0.56 HKD with a transaction volume of 10.6578 million HKD [1] - Tongyu Agriculture's wholly-owned subsidiary, South China Navigation Low-altitude Industry Investment (Shenzhen) Co., Ltd., has entered into a strategic partnership with Atmospheric IoT Technology (Guangzhou) Co., Ltd. and South China Digital Agriculture Technology (Shenzhen) Co., Ltd. This collaboration focuses on the deep integration of low-altitude economy and digital agriculture, potentially expanding Tongyu Agriculture's presence in the smart agriculture sector [1] - Southwest Securities has released a research report indicating that national strategies are focusing on the new track of low-altitude economy, with applications in low-altitude logistics and tourism leading the way, while other fields are also actively exploring opportunities [1] Group 2 - The low-altitude economy industry chain is showing a clear trend towards large-scale development, with related policies gradually being refined, leading to an increasingly mature industry [1] - Guotai Junan believes that as the industry continues to expand, companies that position themselves within the relevant industry chain will be the first to benefit, highlighting the investment value in this sector [1]

Core Insights - The "Data Element ×" competition in Guangdong aims to explore innovative applications of data elements in modern agriculture, with 19 teams competing in the finals [1] - The event is guided by the Guangdong Provincial Government and involves multiple local agencies, highlighting the importance of data-driven solutions in agriculture [1] Group 1: Competition Overview - The competition features 10 topics focused on enhancing agricultural production intelligence, improving product traceability, and fostering data integration within the industry [1] - A total of 48 project teams participated, with 19 advancing to the finals, showcasing their solutions through an 8-minute presentation and a 6-minute Q&A session [1] Group 2: Project Highlights - The project led by Guangdong Lansheng Marine Technology Co., Ltd. focuses on the application of trusted data in the marine fishery industry chain finance, addressing funding shortages and risk aversion in the sector [2] - The "Yue Shui An · Data Empowering Blue Ocean" project, spearheaded by China Unicom's Yangjiang branch, aims to leverage Yangjiang's marine resources and digital technology to enhance agricultural digital transformation [3] Group 3: Regional Significance - Yangjiang is positioned as a strategic point in Guangdong's coastal economic belt, with significant marine resources and a commitment to digital transformation in agriculture [3] - The competition serves as a catalyst for Yangjiang's ongoing reforms in market-oriented data element allocation, aiming to establish benchmarks for agricultural data applications [3]

Group 1 - The core viewpoint of the articles emphasizes the acceleration of digital transformation in agriculture through the implementation of artificial intelligence technologies, which injects new vitality into traditional agriculture [1][5] - The integration of emerging technologies with traditional agriculture is crucial for promoting the application of AI in breeding, planting, and breeding processes, aiming for a platform-based and intelligent agricultural development [2][5] - Significant technological achievements have been made in smart agriculture, with AI-enabled innovations covering the entire agricultural production process, leading to substantial cost savings and increased yield [3][5] Group 2 - Companies should strategically plan their intellectual property (IP) to align algorithm innovations with specific agricultural applications, actively applying for patents and protecting core technologies [4] - Industry organizations are encouraged to accelerate the establishment of technical standards for smart agriculture and enhance the competitive edge of domestic enterprises in international markets through standard essential patents [5] - The development of smart agriculture is expected to trend towards comprehensive, collaborative, and widespread adoption, with AI technologies covering the entire agricultural chain from breeding to traceability [5]