MCST(SZ:300355) Quan Jing Wang·2025-08-13 05:51Core Viewpoint - Mongcao Ecological (300355.SZ) is strategically positioned to benefit from the national ecological civilization construction and the significant opportunities presented by the "Three North" project, focusing on desertification control and ecological restoration [1] Group 1: Company Strategy and Projects - In 2024, the company is expected to win over 80 projects, primarily in the field of desertification control under the "Three North" project [1] - The company has 25 grass varieties included in the national recommended variety directory for the "Three North" project, indicating a strong alignment with national ecological goals [1] Group 2: Industry Context - The "Three North" project is entering a critical phase, with Inner Mongolia being a key area for ecological restoration, responsible for 60% of the desertification control tasks [1] - The harsh natural conditions in the "Three North" region necessitate the use of resilient plant species, which the company is well-positioned to provide [1]