NH INTELLIGENT(SZ:000816) Sou Hu Cai Jing·2025-09-14 17:16Core Insights - The report by Shuo Yuan Consulting focuses on the current state, potential, and trends of the smart agriculture market in China, emphasizing the integration of digital technologies across the agricultural value chain [1][8][9]. Industry Overview - Smart agriculture is defined as a new model that integrates digital technology with the entire agricultural chain, characterized by digitization, intelligence, and precision, which enhances production efficiency and resource utilization [1][8]. - Successful case studies include strawberry cultivation in Dandong and smart dragon fruit bases in Guangxi, which have shown significant results and received policy support [1][8]. Policy and Macro Environment - Under the digital rural strategy, both national and local governments have introduced policies and increased financial investment to support smart agriculture [1][10]. - The collaboration between 5G and carbon neutrality technologies is crucial, with 5G ensuring data transmission and equipment control, while carbon neutrality technologies promote green transformation in agriculture [1][14]. Market Size and Growth Potential - The overall market size for smart agriculture is expected to exceed 100 billion yuan in 2024 and reach 120 billion yuan by 2025, with rapid growth in segments like greenhouse planting and livestock monitoring [1][16]. - The average annual growth rate for AGV/AMR shipments is projected to be 50% over the next five years [1][16]. Industry Chain and Challenges - The upstream technology supply is diverse, with AI terminals emerging as growth points, while downstream applications are expanding, particularly in traceability and smart agricultural machinery service models [2][27]. - Challenges include insufficient equipment standardization and closed data platforms, highlighting the need for unified standards and open platforms [2][27]. Competitive Landscape - Leading companies like TopCloud and Huawei dominate the market through technology and ecosystem advantages, while emerging firms leverage technological innovation and regional differentiation for competitive advantage [2][27]. - The industry faces challenges such as low acceptance among farmers and data security concerns, necessitating self-innovation and system improvement for scalable and ecological development [2][27]. Market Opportunities - The integration of soil moisture monitoring with agricultural e-commerce and the use of blockchain technology to enhance product trustworthiness present significant market opportunities [1][25]. - Data-driven precision agriculture is expected to grow, with the Ministry of Agriculture prioritizing it as a key direction for innovation from 2024 to 2028 [1][25].