凤凰网财经讯 8月27日，三大指数集体高开，沪指高开0.03%，深成指高开0.08%，创业板指高开 0.20%，AI应用、AI智能体、华为昇腾等板块指数涨幅居前。 | | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | *● | 最新 | 涨幅% | | 涨跌 | | 总手 | 现手 金额 | | 上证指数 | | 3869.61 | 0.03 | 1.23 | 936/937 | -0.05 | 530万 | 89.60 7. 530万 | | 深证成指 | | 12483.19 | 0.08 | 10.02 | 1168/1287 | 0.05 | 8987 | 898万 143.58亿 | | 北证50 | | 1593.25 | 0.08 | 1.35 | 147/97 | -0.08 | 9.237 | 9.23万 2.32亿 | | 创业板指 | | 2747.50 | 0.20 | 5.37 | 611/640 | 0.40 | 252万 | 252万 63.52亿 | ...

人民财讯8月27日电，中金公司（601995）研报称，在低空经济战略引导下，无人机正以独特的技术优 势重塑科技兴农的发展格局。从农田测绘到精准播种，从智能植保到空中投喂，新兴的"飞翔农具"可以 跨越地形限制、缓解劳动力压力、提升生产效率，推动农业数字化、智能化转型。建议关注低空经济与 科技兴农战略结合带来的投资机会。 ...

中金研究 在低空经济战略引导下，无人机正以独特的技术优势重塑科技兴农的发展格局。从农田测绘到精准播种，从智能植保到空中投喂，新兴的"飞翔农 具"可以跨越地形限制、缓解劳动力压力、提升生产效率，推动农业数字化、智能化转型。建议关注低空经济与科技兴农战略结合带来的投资机会。 点击小程序查看报告原文 Abstract 无人机助力纾解劳力困境，筑牢农业根基。 农业现代化是中国式现代化的关键，农业无人机正成为破解农业发展矛盾的关键抓手。从需求侧看，食品消 费占居民支出比重显著，2023年，中国人口占全球的18%，但却消费了全球约30%的大米、51%的猪肉、46%的蔬菜、37%的水果、40%的海鲜。对中国人 来说，食物从来不止是满足生存所需，更是在数千年悠久历史中，承载着国人对幸福生活的向往、沉淀而成的"食"文化缩影。稳定的农产品关乎民生幸 福，而中国的耕地面积仅占全球的8.2%，这就对中国农业生产效率提出了更高要求。现代化农业无人机的应用，可以有效缓解农力短缺压力，提升农产 品自给率和品质，保障国家粮食安全。 无人机适配农业生产高负荷、重复性强的特点，在产量、质量、环保及经济效益层面贡献突出价值。 无人机应用场景覆盖农 ...

日前，2025年度中国老科协科学技术奖（简称中国老科协科技奖）获奖名单面向社会正式公布。市 老科协农业分会会员蔡培元喜获中国老科协科学技术奖(个人)。全省老科协系统仅有6人获此殊荣。日 前，市老科协专程走访慰问蔡培元，向他表示祝贺。 蔡培元退休后从屋顶养花需好土的需求出发，创办土壤改良剂厂。他钻研技术，聘请专家开展合 作，以工农业废弃物为原料，转化20多万立方米废料，开发60多种小包装花土花肥，进驻大型超市。他 先后创立两家国家级高新技术企业，与多所高校合作，获13项专利（含10项发明专利），开发多种产业 专用基质。作为老科协会员、农业分会的骨干成员，他常年下乡开展技术指导，公益助农超30万元。 市老科协负责人对蔡培元自强不息、志在兴农以及活到老学到老的创新精神表示钦佩，希望他继续 发挥技术优势，加强新型基质在农业生产中的示范应用，依托农业分会平台分享传播科学技术成果，带 动更多农户走上科技兴农的道路，助力乡村振兴与农业高质量发展，让"老有所为、老有所创"的精神在 更多人心中生根发芽。（邵利民 记者 陈志奎） ...

Core Insights - Ningxia Zhongwei's selenium sand melon has entered a harvest season, with production and sales activities enhancing the quality agricultural product sales system [1] - The average income of melon farmers has increased from over 10,000 yuan in 2014 to over 100,000 yuan in 2024, reflecting a tenfold growth over ten years [1] - Zhongwei has established the first national quality safety traceability system for selenium sand melon, with over 100 production and operation entities cultivated [1] Group 1 - In 2024, Zhongwei planted 427,000 acres of selenium sand melon, yielding a total output of 1.1 million tons and generating a total output value of 1.837 billion yuan [1] - The brand value of "Zhongwei Selenium Sand Melon" reached 3.598 billion yuan [1] - Other agricultural products, such as goji berries and beef cattle, are also thriving, contributing to the overall agricultural benefits [1] Group 2 - Zhongwei has leveraged its digital information industry advantages to build an industrial consortium of "research institutions + leading enterprises + cooperatives + farmers," significantly improving production and operational levels [2] - The total output value of agriculture, forestry, animal husbandry, and fishery in Zhongwei increased by 5.9% year-on-year in the first half of the year [2] - The local government emphasizes industrial revitalization as a priority for rural revitalization, focusing on developing characteristic advantageous industries and enhancing market reach [2]

Core Insights - The agricultural sector in Zhongwei City, Ningxia, is experiencing significant growth, particularly in the production and sales of selenium sand melons, with average household income increasing from over 10,000 yuan in 2014 to over 100,000 yuan in 2024, marking a tenfold increase over ten years [1] - Zhongwei City has established the first national quality safety traceability system for selenium sand melons, with over 100 production and operation entities cultivated [1] - In 2024, the area planted with selenium sand melons reached 427,000 acres, with a total output of 1.1 million tons and a total output value of 1.837 billion yuan, while the brand value of "Zhongwei Selenium Sand Melon" reached 3.598 billion yuan [1] - The agricultural sector is diversifying, with other products like goji berries and beef cattle also seeing growth, driven by a strategic focus on large-scale planning and brand development [1] - Zhongwei City is enhancing its agricultural brand cultivation plan and establishing premium agricultural product exhibition stores to improve recognition and reputation [1] Industry Development - Zhongwei City is leveraging its digital information industry to create an industrial consortium involving research institutions, leading enterprises, cooperatives, and farmers, significantly improving the scale, intensification, and industrialization of production [2] - The total output value of agriculture, forestry, animal husbandry, and fishery in Zhongwei City increased by 5.9% year-on-year in the first half of the year [2] - The local government emphasizes the importance of industrial revitalization as a key aspect of rural revitalization, focusing on developing characteristic advantageous industries and enhancing market reach [2]

Investment Rating - The investment rating for the company is "Outperform the Market" (maintained) [2][32]. Core Viewpoints - The company, Haida Group, is positioned as a high-quality asset in the agricultural and animal husbandry sector, with a focus on expanding its business from feed production to a comprehensive agricultural industry chain [3][32]. - The company aims to achieve a total feed sales volume of 14.7 million tons by the first half of 2025, representing a year-on-year increase of 25%, significantly exceeding the national growth rate of 7.7% [3]. - The company is actively responding to the "Belt and Road" initiative, expanding its international market presence, with overseas feed sales expected to grow by 40% to 2.4 million tons in 2024 [3][9]. - The management team is noted for its significant advantages, focusing on stable core business operations while exploring new business opportunities within the multi-trillion yuan agricultural market [3][32]. Summary by Sections Company Overview - Haida Group has been deeply involved in the agricultural and animal husbandry industry for nearly 30 years, establishing a closed-loop industrial chain that includes feed, seedlings, animal health, breeding, and processing [4]. - The company reported a revenue of 58.83 billion yuan in the first half of 2025, a year-on-year increase of 12.5%, with a net profit of 2.64 billion yuan, up 24.2% [4][8]. Business Segments - The feed segment achieved a revenue of 47.14 billion yuan in the first half of 2025, with a gross margin of 9.79% [8]. - The company’s feed sales volume reached 14.7 million tons in the first half of 2025, marking a 25% increase compared to the previous year, and its market share rose from 8.41% in 2024 to 9.27% [8][9]. - The agricultural product sales segment reported a revenue of 9.735 billion yuan, with a gross margin of 20.26% [10]. Future Growth and Projections - The company aims for a total feed sales volume of over 30 million tons by 2025, with a mid-term goal of reaching 51.5 million tons by 2030 [9]. - The projected net profits for 2025, 2026, and 2027 are 5.161 billion yuan, 5.868 billion yuan, and 6.665 billion yuan, respectively, with corresponding EPS of 3.10 yuan, 3.53 yuan, and 4.01 yuan [3][30][32]. - The company is expected to maintain a compound annual growth rate (CAGR) of 20% in overseas markets from 2024 to 2030 [3][9]. Management and Operational Efficiency - The company has established a highly efficient organizational structure that integrates procurement, research and development, sales, and production, which enhances its responsiveness to market demands [16][24]. - The management team has demonstrated a strong ability to maintain high asset turnover rates, with an average ROE of 19% from 2017 to 2024 [16][18].

Core Viewpoint - The article highlights the significant impact of Moutai's initiatives in promoting organic sorghum cultivation, enhancing agricultural productivity, and improving the livelihoods of local farmers through innovative agricultural practices and technology [1][5][7]. Group 1: Moutai's Agricultural Initiatives - Moutai has established over 1 million acres of organic sorghum bases in the surrounding areas, benefiting more than 200,000 local farmers [1][2]. - The company has invested 1.8 billion yuan in supporting seeds, organic fertilizers, and other materials to reduce farmers' planting costs and increase their income [3][5]. - Moutai's innovative "sorghum + insurance + futures" model provides farmers with financial security, allowing them to focus on cultivation without worrying about weather conditions [3][4]. Group 2: Technological Advancements - The introduction of the "519" seventh-generation sorghum seed has led to significant improvements, including a reduced growth period of 118 days and an increased yield of 367.55 kg per acre [5][6]. - Moutai collaborates with renowned institutions to enhance sorghum breeding technology, resulting in the development of 11 new varieties that are currently under plant variety protection application [6][7]. - The implementation of the "Red Sorghum MAP" smart agriculture management system allows real-time monitoring and optimized planting strategies, improving efficiency and reducing risks for farmers [6][7]. Group 3: Socioeconomic Impact - The cultivation of sorghum has transformed rural communities, with many young people returning from urban jobs to engage in farming, thus revitalizing local economies [4][5]. - Moutai's efforts have led to an increase in annual incomes for farmers, with some reporting earnings of 40,000 to 50,000 yuan [2][4]. - The company's commitment to agricultural development reflects its broader responsibility to support rural communities and enhance food security [7].

Group 1 - The core message emphasizes the importance of agricultural technology and innovation in enhancing crop yields and ensuring food security, as demonstrated by the achievements of Xu Congxiang, who has been recognized as a "model of the times" [1][2] - Local agricultural leaders express their commitment to applying modern agricultural technologies to improve grain production and support farmers' income growth, inspired by Xu Congxiang's example [1][2] - The recognition of Xu Congxiang serves as a testament to the government's concern for farmers and the agricultural sector, encouraging others to adopt large-scale operations and technology-driven practices [1][2] Group 2 - Agricultural technology promotion is highlighted as crucial for increasing efficiency and farmers' income, with local agricultural officials actively engaging with farmers to apply their expertise [2] - Research teams at agricultural institutions are committed to achieving high crop yields and contributing to national food security, drawing motivation from Xu Congxiang's exemplary work [2] - The educational sector is encouraged to use Xu Congxiang's story as a teaching tool to inspire young people to develop skills in agriculture and contribute to building a strong agricultural nation [3]

Core Viewpoint - The article emphasizes the importance of modern agriculture and the role of dedicated individuals like Xu Congxiang in promoting agricultural productivity and rural revitalization in China [1][2]. Group 1: Agricultural Innovation and Technology - Xu Congxiang has significantly improved wheat yields from less than 200 kg per mu to over 800 kg per mu through innovative agricultural practices [1]. - His research on high-protein soybean varieties and high-yield cultivation techniques has been recognized with the Anhui Provincial Science and Technology Award [2]. - The integration of technology in agriculture is highlighted as essential for building a strong agricultural nation, requiring both scientific research and practical application by local experts [2]. Group 2: Community Engagement and Knowledge Sharing - Xu has actively engaged in knowledge transfer by organizing observation sessions and creating a "model worker studio" to assist farmers [2]. - His approach includes transforming cultivation experiences into easily understandable formats for local farmers, promoting shared learning and collective prosperity [2]. - The article calls for the younger generation in agriculture to learn from Xu's dedication and spirit, encouraging them to contribute to the agricultural sector [2].