Core Viewpoint - The second Shandong Modern Agricultural Equipment Expo will be held from May 10 to 12 at the Shandong International Exhibition Center, aiming to showcase the province's modern agricultural equipment and promote high-quality development in modern agriculture [1][3]. Group 1: Event Overview - The expo is co-hosted by the Shandong Provincial Department of Agriculture and Rural Affairs and the Jinan Municipal People's Government, focusing on the theme of developing modern agricultural machinery to support the construction of a strong agricultural province [3]. - The event will feature product displays, investment promotion, dialogue exchanges, and agricultural product tasting activities, highlighting new products, technologies, and achievements in modern agriculture [3]. - The exhibition area will cover 30,000 square meters, divided into five major exhibition zones: modern agricultural achievements, smart agriculture high-tech, agricultural machinery equipment, high-quality agricultural products, and agricultural materials [3]. Group 2: Activities and Engagement - To enhance supply-demand matching, the expo will utilize a combination of online and offline methods, including result releases, on-site roadshows, promotions, negotiations, and live streaming [3]. - The expo will invite renowned experts to conduct thematic seminars on topics such as smart agriculture, intelligent machinery, low-altitude economy, saline-alkali land management, and new technologies in agricultural films and facilities [3]. - Interactive experiences will be increased for attendees through tasting and promotional activities for high-quality agricultural products, geographical indication products, and local specialty foods [3].

Group 1 - The rice in Jiangxi is entering the tillering stage, with agricultural technicians and farmers utilizing smart drones for efficient fertilization to ensure a bountiful harvest by 2025 [1][5] - In Longyuanba Village, drones are flying over rice fields, atomizing fertilizers for even distribution, while technicians monitor operational data such as fertilization amount and flight altitude [3][5] - The tillering stage is crucial for rice growth, and timely fertilization can promote early tillering and increase effective panicles, laying a foundation for a good harvest [5] Group 2 - The summer grain crops, particularly winter wheat, are entering the key yield formation period, coinciding with a high incidence of pests and diseases [5][7] - In Hejin City, a task force has been established to coordinate drone operations for pest control, aiming to protect over 240,000 acres of wheat [7][9] - Currently, there are 110 drones in Hejin City conducting pest control operations, expected to complete the task in 7 days [9] Group 3 - In Hai'an City, Jiangsu, there is a focus on promoting new agricultural technologies and equipment to enhance environmental sustainability and efficiency in farming [10] - The use of biodegradable film made from corn stalks provides suitable growth conditions for corn, with a degradation period of 3 to 4 months [14] - A large "gantry crane" seedling transportation system has been installed in Hai'an, facilitating mechanized operations for seedling placement and removal [16][18]

Core Insights - The integration of AI in agricultural machinery is essential for enhancing productivity and addressing labor shortages in the agricultural sector [2][6][10] - The concept of "smart agriculture" is defined as the deep integration of advanced technologies such as biotechnology, information technology, artificial intelligence, big data, and intelligent equipment [3][4] - The future of agricultural machinery is expected to focus on multifunctionality, allowing machines to perform various tasks and interact with crops [10][11][12] Group 1: Current Challenges and Needs - The aging population of farmers and rising labor costs necessitate the transformation of agricultural machinery to incorporate AI elements [2][6] - Traditional farming practices are becoming increasingly inadequate to meet modern agricultural demands, highlighting the urgency for innovation [1][2] - The need for agricultural robots is emphasized due to the declining rural workforce and the challenges posed by labor shortages [2][6] Group 2: Technological Advancements - AI technology is being applied to various agricultural tasks, including pest monitoring, crop management, and harvesting, showcasing its potential to revolutionize the industry [5][6][10] - The development of autonomous machines, such as drones and robotic arms, is progressing, with examples of successful applications in crop monitoring and harvesting [5][7][12] - The integration of AI in agricultural machinery is expected to enhance operational efficiency and precision, addressing the limitations of traditional methods [7][10] Group 3: Future Directions - The future of agricultural machinery is predicted to involve multifunctional robots capable of performing a wide range of tasks, thus improving efficiency and reducing reliance on human labor [10][11][12] - The concept of "one machine for multiple uses" is anticipated to be a key direction for the evolution of agricultural equipment [10][11] - The vision for future agriculture includes a seamless integration of human-like robots and autonomous machines working collaboratively in the fields [12]

"会思考"的农机，让春耕春管实现了从"人控"到"数控"的转变。记者来到汝州市林鑫农机专业合作社， 这里的植保无人机等先进农机一应俱全，安装了北斗导航系统的播种机更让人眼前一亮。 记者看到无人机操控屏上显示着航线、已作业面积等数据。"过去人扛药桶打药，现在只需给无人机加 药、补药，轻轻松松活儿就干完了。"孙涛峰说。 无人机飞防让防治病虫害的效率大大提高。"以前从发现病虫害到打完药需要好几天，人工大约一天喷 洒30亩，现在无人机飞防一天可喷洒1000亩。" 不仅效率高、防治效果好，智慧农业也让春管成本大大减少。该合作社使用的多光谱无人机，能自动生 成麦田"处方图"，让麦田喷洒农药有了"智慧眼"。几天前，孙涛峰还带着一架搭载多光谱相机的无人 机，到牛王村进行麦田作业。 "过去全凭经验下田查看，现在无人机飞一圈，哪里缺肥、哪里生虫一目了然。"孙涛峰介绍，合作社利 用多光谱无人机扫描麦田，生成精准"处方图"，指导后续植保无人机按需喷洒。"精准的数据让100亩地 至少节约出1亩地的防治成本。"孙涛峰说。 5月4日上午，在汝州市纸坊镇牛王村的田野上，无人机的嗡鸣声与农人的欢笑声交织在一起。喜耕田农 机专业合作社负责人孙涛峰 ...

协同创新 共建智慧农业"生态圈" 在展厅现场，观众穿梭于数字乡村服务站与伏羲农场之间，亲手触摸国家"十三五"科技创新成就展 农业领域标志性重大成果——作物育种加速器培育的粮食作物，大屏前解码智慧农业，用硬核科技勾勒 出未来乡村的智绘蓝图。 一张图 织就智慧农业"经纬纵横" 步入展区，最吸引眼球的当属农业农村用地"一张图"。这张图为农村每块地建立了"数字档案"，像 是给全国十几亿地块办理了"数字身份证"。仔细一看，地在哪、什么地、谁的地、种的啥、长啥样，在 图上一目了然。它能精准定位每块地的坐标和类型，还可实时查看作物种类、长势预测等动态信息。 据悉，"一张图"是《全国智慧农业行动计划（2024－2028年）》中提出重点打造的一款公共服务， 由大数据中心牵头研发。如今，它已服务耕地用途核实、"非粮化"监测、土地延包流转、宅基地管理等 多项政府业务；同时，"一张图"还是生产经营者的重要"帮手"，可利用大数据、大模型，探索耕地、种 子、肥料、农机等生产要素间的最优匹配，为每块地的农业生产开出精准处方，提高产业链全要素生产 效率。 原标题：千万亩良田办理"数字身份证" 数字中国峰会解码大数据农业底图 深入展区还发现， ...

资料来源：聚源，中邮证券研究所 公司基本情况 | 最新收盘价（元） | 13.15 | | --- | --- | | 总股本/流通股本（亿股）5.85 / 5.49 | | | 总市值/流通市值（亿元）77 / 72 | | | 52 周内最高/最低价 | 16.94 / 7.32 | | 资产负债率(%) | 29.1% | | 市盈率 | 62.62 | | 第一大股东 | 王斌 | 证券研究报告：计算机 | 公司点评报告 发布时间：2025-05-06 股票投资评级 买入|维持 个股表现 -23% -13% -3% 7% 17% 27% 37% 47% 57% 67% 77% 2024-04 2024-07 2024-09 2024-12 2025-02 2025-04 博彦科技 计算机 "技术+场景+生态"，AI 驱动效率革命 研究所 分析师:孙业亮 SAC 登记编号:S1340522110002 Email:sunyeliang@cnpsec.com 分析师:丁子惠 SAC 登记编号:S1340523070003 Email:dingzihui@cnpsec.com AI 大模型在金融业的规模化应 ...

Group 1: Core Agricultural Development Strategies - Agriculture is fundamental to national stability and food security, with a focus on enhancing agricultural productivity through technological innovation and modernized practices [1] - The 2025 Central Document No. 1 emphasizes the need for agricultural modernization driven by technological advancements and the efficient allocation of production factors [1] Group 2: Key Technological Innovations - Breeding technology is crucial for food security, with improved seed varieties contributing over 45% to grain yield increases, yet reliance on foreign seed sources remains high [2] - There is a call for increased investment in foundational agricultural research to achieve breakthroughs in crop and livestock breeding, as well as microbial breeding [2] Group 3: Sustainable Agricultural Practices - The development of new agricultural productivity must integrate green and low-carbon technologies, utilizing smart irrigation and precision fertilization to reduce resource consumption and pollution [3] - Emphasis on digital agriculture and the application of AI and data technologies to enhance agricultural practices and innovation [3] Group 4: Cultivating Agricultural Enterprises - The need to foster both leading agricultural technology enterprises and high-growth companies to enhance competitiveness and innovation in the agricultural sector [4] - By the end of 2024, the number of companies related to smart agriculture in China is expected to exceed 83,000, but there is a lack of internationally competitive leading firms [4] Group 5: Financial Support for Agricultural Innovation - Establishing mechanisms for agricultural enterprises to access public markets for financing, including the creation of funds to support innovative agricultural companies [5] - A focus on creating a positive cycle of technological breakthroughs leading to industrial upgrades and capital reinvestment [5] Group 6: Talent Development in Agriculture - The development of new agricultural productivity is fundamentally talent-driven, necessitating a robust system for attracting and cultivating agricultural talent [6] - Initiatives to enhance vocational education and training for farmers, ensuring alignment with industry needs and technological advancements [6]

如今，传统农具早已实现"科技换装"，它们以智能化、机械化、绿色化、多功能化的崭新形象活跃在田 野上。 中商产业研究院发布的数据显示，2024年，中国智慧农业市场规模约1050亿元，同比增长11.7%；2025 年，预计市场规模将达到1200亿元。目前，从生产应用场景来看，我国智慧农业生产主要以数字平台服 务和智慧种植为主，占比总和达67%，植保无人机、智慧养殖、农机自动驾驶占比分别为20%、12%、 1%。 当下，不少上市公司在智慧育种、智慧种植、农业机械智能化等方面都有自身的"精湛手艺"。 例如，袁隆平农业高科技股份有限公司（以下简称"隆平高科"）聚焦种业主业，依托科技创新，已发展 成为以水稻、玉米、小麦三大主粮作物，及辣椒、黄瓜、谷子、食葵、甜瓜等专精特新作物为主业的综 合性跨国种业集团。 "公司在生物育种领域已具备较强的核心竞争力，信息技术作为辅助性工具已大量使用在生物育种领 域，并不断提高育种研发的门槛。公司也积极探索利用包括人工智能在内的信息技术在农业育种和种植 方面的应用，进一步优化育种效率，以科技力量助力农业发展。"隆平高科董秘胡博向《证券日报》记 者表示。 本报记者李雯珊 李如是 "时至立夏， ...

谈及研发历程，郑恩来坦言，团队突破了多项"卡脖子"技术。针对长江中下游黏重土壤"播深难控制、种床难成型"的痛点，团队创新性设计了自适应播深 调控装置，将播种深度精准控制在2-3公分，既避免浅播晒种、又防止深播闷芽。 近日，位于南京六合农业基地里，南京农业大学工学院副院长郑恩来教授团队正在进行一场别开生面的"科技春耕"。记者在现场采访看到，随着无人驾驶 拖拉机拖着小麦智能精准耕播复式作业机驶入田间，秸秆粉碎、旋耕整地、精量播种、变量施肥等工序一气呵成，展现出智慧农业的硬核实力。 国内首创复式作业机，攻克四大技术难题 "注意看，这几道工序就像变魔术一样连贯。"郑恩来站在田埂上向记者解说，机器驶过之处，秸秆粉碎、旋耕整地、精量播种、变量施肥同步完成。 记者了解到，在长江中下游稻麦轮作区，土壤黏重、秸秆量大、播种施肥精度低等问题长期制约着小麦生产。南京农业大学郑恩来教授团队历时7年攻 关，研发出了国内首台针对该区域的小麦智能精准耕播复式作业机，一举攻克四大核心技术。 这些核心技术包含"前粉后旋秸秆黄金粉碎术"，解决了秸秆焚烧污染与还田效率低的难题；"仿生抗粘种床整备技术"，构建出疏松洁区的种床，为种子发 芽创造最佳环 ...

Group 1 - Dingdong Maicai's black pork brand "Heizuan Shijia" plans to invest in 30,000 specialty black pigs within a year and expand its exclusive store layout from 5 to 15-20 stores this year [1] - The company has partnered with Gaojin Food to explore a black pig order breeding model, focusing on upstream breeding chain integration [1][3] - The black pigs are a hybrid of Wujin black pigs and Chuanxiang black pigs, with an intramuscular fat content of 4.28%, which is over three times that of ordinary white pigs, enhancing flavor and texture [1] Group 2 - Dingdong Maicai's full-chain quality control system includes ecological breeding environments in Sichuan and Yunnan, ensuring natural disease prevention and scientific feeding [3] - The company has opened two fresh food convenience stores in Shanghai, adopting a "small but exquisite" model with a plan to expand to 15-20 stores this year [3] - The brand has established partnerships with well-known restaurant chains for customized meat products [3] Group 3 - The trend of technology companies entering agriculture is notable, with figures like Bill Gates and Jeff Bezos showing interest in farming [3] - Notable examples include NetEase's founder Ding Lei, who established a pig farm in 2009, and Alibaba's Ma Yun, who has invested in seafood farming [4][5] - Other tech companies like Tencent, JD, and Pinduoduo are also investing in agriculture, with Pinduoduo planning to invest 100 billion over three years to support agricultural products [5]