来源：金融界 智慧农业最新一期业绩显示，截至2025一季报，公司营业总收入1.92亿元、同比减少4.42%，归属净利 润655.63万元，同比增长43.43%，扣非净利润1314.62万元，同比增长10.09%，流动比率1.284、速动比 率1.012、资产负债率28.54%。 天眼查商业履历信息显示，江苏农华智慧农业科技股份有限公司，成立于1991年，位于盐城市，是一家 以从事通用设备制造业为主的企业。企业注册资本144701.3318万人民币，实缴资本36970.47万人民币。 公司法定代表人为向志鹏。 通过天眼查大数据分析，江苏农华智慧农业科技股份有限公司共对外投资了22家企业，参与招投标项目 327次，知识产权方面有商标信息61条，专利信息426条，此外企业还拥有行政许可34个。 金融界消息 截至2025年7月16日收盘，智慧农业（000816）报收于3.14元，上涨0.64%，换手率1.84%， 成交量26.45万手，成交金额8294.24万元。 资金流向方面，今日主力资金净流入1022.32万元，占比成交额12.33%。其中，超大单净流出373.10万 元、占成交额4.5%，大单净流入1395.4 ...

Core Insights - The Chinese corn harvester industry is experiencing continuous development driven by technological innovation and market demand, with a significant shift towards automation and smart technologies [1][22] - The market is entering a deep adjustment phase, as evidenced by a substantial decline in subsidy-certified sales from 2023 to 2024 [1][14] - The competitive landscape is characterized by a "pyramid" structure, with leading companies expanding their advantages through mergers and technological integration [1][20] Industry Overview - Corn harvesters are specialized agricultural machinery used for mechanized harvesting during the corn maturation period, with various types categorized by power form, functional integration, and operational scale [2][3] - The industry is moving towards automation and intelligence, with some models equipped with GPS navigation and yield monitoring systems [2] Policy Environment - The Chinese government has implemented a series of policies to promote the modernization of agriculture, including subsidies for machinery purchases and updates, aimed at reducing costs for farmers and encouraging the adoption of efficient and intelligent corn harvesters [5][6] Market Dynamics - The corn harvester market has shown significant cyclical fluctuations, with subsidy-certified sales peaking in 2023 and then dropping sharply in 2024, indicating a transition towards a demand-driven market [14][16] - The market is highly concentrated in major agricultural provinces, with Shandong and Hebei emerging as the leading regions for subsidy sales [16] Competitive Landscape - The competition in the corn harvester industry is marked by a "multi-strong competition" and tiered differentiation, with leading companies like Weichai Lovol and Hebei Yinghu maintaining significant market shares [18][20] - The top five companies account for 48% of the market share, indicating strong control by leading firms [20] Development Trends - The industry is undergoing a transformation driven by technological advancements, with a focus on automation and new energy technologies leading to "unmanned operations" [22] - There is a noticeable differentiation in market demand, with large-scale models preferred in flat regions and lightweight models gaining traction in hilly areas [24] - Policies are driving the industry towards high-end and green transformations, with a focus on intelligent and energy-efficient models [25]

Group 1 - The metal zinc concept declined by 1.46%, ranking among the top declines in the concept sector, with major companies like Zijin Mining, Zhuhai Group, and Western Mining experiencing significant drops [1][2] - Among the companies in the zinc sector, Dazhong Mining, Smart Agriculture, and Zhejiang Fu Holdings saw increases of 10.05%, 3.19%, and 0.95% respectively [1][3] - The zinc concept sector experienced a net outflow of 1.371 billion yuan, with 28 stocks seeing net outflows, and 8 stocks with outflows exceeding 50 million yuan [2][3] Group 2 - The top net outflow stock was Zijin Mining, with a net outflow of 625.26 million yuan, followed by Hunan Gold and Xiyang Co., with net outflows of 154.87 million yuan and 87.99 million yuan respectively [2][3] - The stocks with the highest net inflows included Dazhong Mining, Smart Agriculture, and Western Mining, with net inflows of 82.13 million yuan, 61.00 million yuan, and 35.24 million yuan respectively [2][3] - The overall performance of the zinc sector reflects a challenging market environment, with several companies facing significant capital outflows [1][2]

Core Insights - The focus is on the development of smart agriculture in Linping District, emphasizing the integration of technology to enhance agricultural productivity and farmer income [1][2] - The importance of a sustainable agricultural development model that is cost-effective, green, and aligned with local conditions is highlighted [1] Group 1: Smart Agriculture Development - The East Lake Smart Ecological Agricultural Complex utilizes advanced technologies such as smart agricultural brains, circular water aquaculture, and vertical farming to achieve efficient fish-vegetable production [1] - The implementation of a fully automated management process in the AI ecological farm model, covering all stages from sowing to packaging, is showcased [1] Group 2: Policy and Strategic Initiatives - Emphasis on the need to align with Xi Jinping's directives on rural work, focusing on reducing disparities and promoting agricultural innovation [2] - The strategy includes enhancing rural reforms, supply chain construction, and promoting brand, ecological, and digital agriculture to stimulate internal growth and broaden income channels for farmers [2] Group 3: Legislative and Institutional Support - The role of the People's Congress in strengthening legislation and supervision in key areas such as modern agricultural systems, smart agricultural technology innovation, and rural industry development is underscored [2] - The goal is to transform institutional advantages into new advantages for agricultural development [2]

Group 1 - The event in Hangzhou focused on the integration of artificial intelligence (AI) in agricultural technology innovation, aiming to enhance the precision of industry chain connections and accelerate AI applications in agriculture [1][3] - AI is transforming agricultural technology from experience-based to data-driven approaches, becoming a crucial engine for the development of new agricultural productivity [3] - The application of AI in areas such as intelligent breeding, pest identification, and agricultural robotics is expected to be a significant trend in the future [3][4] Group 2 - Traditional methods of pest identification are slow and subjective, leading to significant agricultural losses, with nearly 500 billion jin of grain and over 350 billion jin of economic crops lost annually due to misdiagnosis [3] - The event included the release of technical demands and supply for smart agricultural technology innovation applications, and partnerships were formed between Zhejiang Agricultural Academy and several tech companies to promote digital agriculture [3][4] - The Zhejiang provincial government plans to accelerate the integration of core technologies and application scenarios in AI and agriculture, aiming to establish a high ground for AI innovation development [4]

Core Viewpoint - The forum on digital agriculture in Hubei aims to enhance rural revitalization through smart agriculture, showcasing technological advancements and fostering collaboration between cross-strait agricultural sectors [1][3]. Group 1: Forum Highlights - The forum attracted over 100 participants, including experts from agricultural universities, industry associations, and enterprises from both sides of the Taiwan Strait [1]. - Hubei province has made significant progress in smart agriculture by leveraging digital technology and artificial intelligence, achieving results in infrastructure, technology application, and industry integration [1]. - Over 20 technological achievements in smart agriculture were presented, covering various agricultural products such as rice, rapeseed, cotton, tomatoes, citrus, fish, and pigs, focusing on areas like biological breeding and standardized cultivation [1]. Group 2: Expert Insights - Experts shared insights on topics such as the development of leisure agriculture, integration of agricultural technology with smart machinery, and the application of digital agriculture technologies, addressing challenges and strategies for promotion [1]. - The forum included a report on the difficulties and needs of Taiwanese enterprises in technology research and agricultural production, leading to targeted support from expert teams [1]. Group 3: Collaboration and Agreements - Four research teams from institutions like Huazhong Agricultural University and Hubei Academy of Agricultural Sciences signed technology cooperation agreements with four Taiwanese enterprises during the forum [1]. - The chairman of the Taiwan Rural Development Foundation expressed interest in Hubei's agricultural resources and smart agriculture equipment, indicating potential procurement discussions [2].

Company Overview - Jiangxi Sanbang Smart Agriculture Technology Co., Ltd. has been established with a registered capital of 2 million RMB [1] - The legal representative is Chen Shixian, and the company is wholly owned by Jiangxi Sanbang Zhuming Agricultural Technology Co., Ltd. [1] Business Scope - The company’s business includes the wholesale and retail of pesticides, internet sales of food, road cargo transportation (network freight), and urban delivery services [1] - Additional services include crop cultivation, agricultural machinery services, fertilizer sales, agricultural film sales, and primary processing of edible agricultural products [1] - The company is also involved in the wholesale and retail of edible agricultural products, daily necessities sales, supply chain management services, and ordinary goods warehousing services [1] Regulatory Compliance - The company is required to obtain relevant approvals for certain activities, and it can only operate within the validity period of these approvals [1] - The business activities are subject to the regulations set by the relevant authorities, and specific projects may require licenses [1] Industry Classification - The company falls under the national standard industry classification of agriculture, forestry, animal husbandry, and fishery, specifically in professional and auxiliary agricultural activities [1]

Group 1 - Weichai Lovol Intelligent Agriculture Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange [1]

序号股东名称持股比例1东营鑫鸿泰投资有限公司100% 天眼查App显示，近日，山东鑫秸芯材智慧农业发展有限公司成立，法定代表人为刘伟伟，注册资本 1000万人民币，由东营鑫鸿泰投资有限公司全资持股。 来源：金融界 企业名称山东鑫秸芯材智慧农业发展有限公司法定代表人刘伟伟注册资本1000万人民币国标行业水利、 环境和公共设施管理业>土地管理业>其他土地管理服务地址山东省东营市河口区河口街道东五村村民 委员会向东南方向1000米院内103室（一址多照）企业类型有限责任公司(自然人投资或控股的法人独 资)营业期限2025-7-2至无固定期限登记机关东营市河口区市场监督管理局 经营范围含农业科学研究和试验发展；农业专业及辅助性活动；生态恢复及生态保护服务；环保咨询服 务；对外承包工程；以自有资金从事投资活动；土地整治服务；土地调查评估服务；规划设计管理；土 地使用权租赁；农林废物资源化无害化利用技术研发；水文服务；农林牧副渔业专业机械的安装、维 修；生物质能技术服务；农业机械服务；咨询策划服务；采购代理服务；农林牧渔业废弃物综合利用； 农作物秸秆处理及加工利用服务；生物质成型燃料销售；草及相关制品制造；草及相关制品销 ...

特别风险提示： 江苏农华智慧农业科技股份有限公司（以下简称"公司"）控股股东江苏江 动集团有限公司（以下简称"江动集团"、"控股股东"）累计被司法冻结股份 数量占其所持公司股份数量比例超过 80%，敬请投资者注意相关风险。 根据近期中国证券登记结算有限责任公司下发的《证券质押及司法冻结明细 表》，显示江动集团所持公司股份司法解冻后被轮候冻结机关北京市海淀区人民 法院司法冻结。具体情况如下： 二、控股股东所持股份累计被司法冻结情况 证券代码：000816 证券简称：智慧农业 公告编号：2025-037 江苏农华智慧农业科技股份有限公司 关于控股股东所持股份被司法冻结的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 1、控股股东因其债务问题导致其所持公司股份被相关债权人申请执行司法 冻结，目前控股股东仍处于重整过程中，相关信息请查阅公司在指定信息披露媒 体《中国证券报》《上海证券报》《证券时报》以及巨潮资讯网（www.cninfo.com.cn） 上披露的公告。 2、目前控股股东不存在通过非经营性资金占用侵害公司利益的情形，公司 1 一、本次股份被司法冻结情 ...