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蒙草生态:草种市场供应缺口巨大,优质冰草助力三北攻坚

Core Insights - The "Three North" project in China has an annual grass seed demand of approximately 40,000 to 50,000 tons, with a projected production of over 30,000 tons by 2025, resulting in a supply gap of around 10,000 tons [1] Industry Analysis - Ice grass is recognized for its ecological and production capabilities, exhibiting excellent qualities such as cold resistance, drought tolerance, and adaptability to poor soil, making it a preferred choice for ecological restoration in arid and semi-arid regions, particularly in central and eastern Inner Mongolia [1] - Currently, there are 8 registered varieties of ice grass in China, with Mongolian Grass Ecology (300355) cultivating and transforming 5 of these varieties, including "Salt Lake" sand reed grass and several hybrid ice grass types [1] - The company has established a seed breeding and forage base covering 25,000 acres, with an annual production exceeding 1,625 tons, providing strong support for quality seed sources for the "Three North" project, indicating a positive market outlook and potential for steady development [1]