广发证券：政策推进智慧农业发展 “AI+农业”前景可期

Group 1 - The core viewpoint is that AI is leading the transformation towards smart agriculture, with significant government support for the development of smart agriculture and the application of AI technologies [1][4] - AI is driving the transition from traditional experience-based agriculture to standardized production, playing a crucial role in crop monitoring and management, precision agriculture, agricultural robotics, and data analysis and forecasting [1][3] - The implementation of land transfer policies has significantly improved the degree of land intensification and scale, providing a solid foundation for the application of AI in agriculture [1][3] Group 2 - In the breeding sector, the shift to "smart design breeding" is being facilitated by AI-driven tools that analyze vast amounts of data to accurately predict genotype-phenotype associations and identify new gene combinations, greatly enhancing precision and efficiency [2] - Major international seed companies like Syngenta and Bayer are leveraging comprehensive crop genome and phenotype databases, utilizing AI algorithms for significant advancements in crop gene editing and selection models [2] - Domestic breakthroughs in AI crop breeding have been achieved, with institutions like the Chinese Academy of Agricultural Sciences collaborating with Alibaba's Damo Academy to develop a comprehensive smart breeding platform [2] Group 3 - AI assists in intelligent decision-making and automated farming practices, enabling precise planting by analyzing various factors such as crop variety, soil fertility, and weather conditions to determine optimal planting parameters [3] - The use of agricultural robots powered by AI is enhancing automation in farming, allowing for tasks like weed removal and irrigation to be performed without human intervention [3] - The rapid development and application of AI technology in large-scale farms in Europe and the U.S. have demonstrated significant improvements in planting efficiency through real-time data analysis [3] Group 4 - The investment recommendation highlights the positive outlook for AI in agriculture, suggesting to focus on companies involved in AI breeding, AI planting, and AI agricultural services [4] - Specific companies to watch include Longping High-Tech (隆平高科), Dabeinong (大北农), Beidahuang (北大荒), and Suqian Agricultural Development (苏垦农发) [4]