格隆汇12月8日丨富邦科技(300387.SZ)在投资者互动平台表示，公司持续围绕种植业物联网、土壤及水 分大数据、作物养分模型、土-肥-水-养分-作物一体化等数字农业技术，投资布局了分析机器人、土壤 CT扫描车、测土配肥机、茎水势传感器、高光谱扫描技术、采摘机器人、智能大棚等农业科技和产 品。 ...

（文章来源：证券日报） 证券日报网讯 12月3日，富邦科技在互动平台回答投资者提问时表示，在服务模式方面，公司以"水肥 药耦合+数字技术"为核心，打造数字农业配套服务体系，重点围绕种植业物联网、土壤及水分大数据 分析、作物养分模型构建等关键技术以及土-肥-水-养分-作物一体化技术，通过以市场为导向的策略， 加速数字农业服务成果转化，显著提升了服务效率与客户满意度，持续推动"降本增产"综合解决方案的 落地实施。 ...

Core Insights - Smart agriculture is a key focus for modern agricultural development, with Qingdao City making significant innovations in building smart agricultural platforms, enhancing intelligent farming equipment, and developing digital agriculture and biological breeding [1] - The "Qingdao Plan" for smart agriculture has become a national benchmark for addressing challenges in increasing grain production, improving agricultural efficiency, and enhancing product quality [1] Smart Agriculture Development - Qingdao has introduced the Beidou navigation system in agricultural machinery to improve planting accuracy and efficiency, addressing issues like uneven sowing and land leveling [2][3] - The integration of IoT devices allows for real-time monitoring of soil moisture and crop conditions, leading to more efficient irrigation practices [3] - The use of smart machinery has resulted in a 10% to 20% increase in corn and wheat yields, with wheat yields reaching up to 800 kg per mu [3] Technological Innovations - The introduction of drones for crop protection has significantly reduced labor and time costs, with one drone capable of covering large areas in a fraction of the time previously required [5] - Qingdao has established a comprehensive agricultural data center, "Qingnong Yunnao," which processes over 80 million agricultural data entries daily, enhancing decision-making and management efficiency [5] Livestock and Breeding Innovations - Smart management systems in poultry farming allow a single worker to manage 150,000 chickens, drastically reducing labor costs and improving resource utilization [6][7] - The use of digital breeding management systems ensures traceability and enhances the quality of livestock, with a focus on high-grade beef production [9][10] Aquaculture Advancements - The launch of the "Guoxin 1" smart fishing vessel marks a significant advancement in deep-sea aquaculture, with a 90% mechanization rate and a 30% automation in decision-making, leading to improved production efficiency [11] Seed Industry Development - Qingdao is promoting seed innovation through supportive regulations, aiming to enhance the quality and yield of domestic seed varieties [12][13] - Companies are utilizing advanced techniques like gene detection and AI to shorten breeding cycles and improve seed quality, with significant reductions in time and costs [13][14] Cold Chain Logistics - The establishment of cold chain logistics facilities aims to reduce post-harvest losses and enhance the value of agricultural products, facilitating a comprehensive digital management system from production to consumption [14]

Core Insights - The "14th Five-Year Plan" for agricultural and rural modernization in Tai'an is progressing well, with a focus on implementing the rural revitalization strategy and achieving stable development in the agricultural sector [1][2] Agricultural Production and Income - In 2024, the total output value of agriculture, forestry, animal husbandry, and fishery in Tai'an is projected to be 74.47 billion yuan, with a per capita disposable income for rural residents of 26,489 yuan [1] - In the first three quarters of this year, the total output value reached 64.71 billion yuan, reflecting a growth of 4.4%, while the per capita disposable income increased by 5.4% to 22,590 yuan [1] Grain Production and Agricultural Mechanization - The grain planting area in 2024 is expected to be 5.6199 million acres, with a yield of 472.93 kg per acre, totaling 2.6578 million tons [1] - The total vegetable output is projected at 6.367 million tons, and meat, eggs, and milk production is expected to reach 700,000 tons [1] - The mechanization rate for major crops is at 92.25%, with total agricultural machinery power reaching 5.819 million kilowatts [1] Rural Industry Development - The focus is on enhancing rural industries, with the establishment of two national modern agricultural industrial parks and eight strong agricultural towns [2] - The revenue from large-scale agricultural processing enterprises is expected to reach 50.22 billion yuan in 2024 [2] - A total of 75 enterprises have been authorized under the "Tai Good Food" brand, contributing to a comprehensive brand system [2] Rural Infrastructure and Services - A total of 255 provincial-level beautiful rural areas have been created, with rural road mileage reaching 15,500 kilometers [3] - The coverage rate for rural water supply and household tap water access is at 95% and 99%, respectively [3] - The investment in poverty alleviation projects during the "14th Five-Year Plan" period amounts to 1.24 billion yuan, with 1,146 projects implemented [3] Innovation and Digital Agriculture - The development of a "Digital Agriculture Brain" is underway, with five major digital platforms being established [4] - The quality inspection pass rate for agricultural products remains stable at over 98%, with high rates of waste recycling [4] - Tai'an has been recognized as a significant center for the meat duck industry, with innovative agricultural social services covering 3.49 million acres [4]

Core Viewpoint - The 12th China Modern Agricultural Development Forum has released 95 major new agricultural technologies, products, and scenarios for 2025, highlighting the integration of modern information technologies with agriculture, which is essential for enhancing agricultural productivity and achieving agricultural self-reliance [1] Group 1: Agricultural New Technologies - A total of 95 achievements were selected, including 37 new technologies, 38 new products, and 20 new scenarios [1] - China has a solid foundation for agricultural new technologies, with advancements in biotechnology, information technology, and intelligent equipment covering key areas of smart agriculture [1] - The comprehensive mechanization rate of crop farming in China exceeds 75%, with total agricultural machinery power surpassing 11 billion kilowatts, providing a strong basis for intelligent upgrades [1] Group 2: Challenges in Agricultural Technology Development - There are notable gaps between technology supply and actual demand, as well as between investment costs and economic benefits [2] - Issues such as lagging rural infrastructure, a shortage of agricultural professionals, and low awareness of new technologies among traditional farmers need to be addressed [2] Group 3: Recommendations for Agricultural Development - Strengthening technological innovation by focusing on key areas such as seed industry revitalization, smart machinery, and biotechnology, while promoting collaboration among research institutions, universities, and leading enterprises [2] - Enhancing funding support through increased fiscal investment and establishing special funds for agricultural technology innovation, along with flexible financial service models to lower the barriers for farmers to adopt new technologies [2] Group 4: Infrastructure and New Business Models - Accelerating the construction of digital infrastructure in rural areas, including 5G networks and data centers, to support the application of new technologies and the development of smart agriculture [3] - Promoting new business models such as family farms and cooperatives, and establishing a socialized agricultural service system to provide comprehensive support for smallholders [3]

Core Insights - The World Trade Organization's Agricultural Committee held its 114th meeting from November 24 to 26, where China hosted a seminar on "Promoting Sustainable Development in Agriculture and Trade," receiving high praise from participants [1][2] - The seminar highlighted the interconnected global issues of chronic hunger, land degradation, and food insecurity, emphasizing the need for deepened digital cooperation to unlock a new future for global agriculture [1] Group 1: China's Role and Contributions - China's experience and solutions in sustainable agricultural and trade development are considered valuable references for many developing countries [2] - The seminar was co-hosted by various Chinese institutions, including the Chinese Permanent Mission to the WTO and the Chinese Academy of Agricultural Sciences, showcasing China's commitment to international agricultural cooperation [1] Group 2: Global Challenges and Solutions - The current global agricultural and trade landscape is undergoing transformation, with rising unilateralism and protectionism threatening the multilateral trade system and exacerbating market fragmentation [1] - Climate change, geopolitical tensions, and the lasting impacts of the COVID-19 pandemic have exposed vulnerabilities in global food supply chains, posing long-term risks to food security [1] - Specific actions are recommended to address the challenges of digitalization in international agricultural trade, including the establishment of public policy frameworks and inclusive digital trade [2]

Core Viewpoint - Fubon Technology emphasizes that its patent layout is closely aligned with its main business, particularly highlighting the importance of digital agriculture-related patents in its intellectual property system [1] Group 1 - The company's patents are systematically applied in its core solutions, creating a structured technological barrier [1]

Core Viewpoint - The article emphasizes the need for comprehensive revitalization of the Northeast region of China, particularly focusing on agriculture as a crucial element for development and modernization [1][2]. Policy Level Summary - The "15th Five-Year Plan" outlines strategies for balanced regional development across China, with a strong emphasis on revitalizing the Northeast through agricultural advancements [1]. - A joint initiative by ten government departments has introduced a plan with 23 specific measures to promote agricultural product consumption, enhancing the support for green agriculture projects [1]. - Policies aim to establish a full-chain support system for agriculture, covering protection, production, processing, and branding [1]. Challenges Summary - Northeast agriculture faces significant constraints, including short growing seasons due to high latitude, soil degradation, and fragmented farming operations [2]. - The region is transitioning from traditional farming to modern agricultural practices, necessitating coordinated efforts across policy, enterprise, and consumer levels [2]. Enterprise Level Summary - There is a push to cultivate agricultural industrialization by encouraging partnerships between leading enterprises and cooperatives, implementing profit-sharing mechanisms [3]. - Development of customized agriculture and cold chain logistics is essential for enhancing product quality and market competitiveness [3]. - Improving management practices and transparency within agricultural enterprises is crucial for increasing product value and access to capital markets [3]. Consumer Guidance Summary - Establishing a "Black Soil Quality" certification system is vital for building consumer trust in Northeast agricultural products [3]. - The promotion of local specialty food industries and the integration of agriculture with tourism are strategies to enhance consumer engagement and drive new growth points [3]. - Advocating for green consumption and implementing carbon labeling can help elevate the market value of ecological agricultural products [3].

Group 1 - Fubon Technology's Tomato Community Digital Farm received carbon neutrality and zero-carbon agriculture park certification at the Fourth Digital Agriculture Development Conference [1] - The company is building a zero-carbon agriculture park development model that integrates zero-carbon energy supply, low-carbon agricultural production, ecological circular development, and certification system construction [1] - Fubon Technology has achieved substantial carbon reduction results through optimizing agricultural input structures and promoting waste resource utilization [1] Group 2 - Chen Shengdou, President of the China Agricultural Technology Promotion Association, emphasized that improving yield is crucial for food security [2] - The industry is urged to advance full-chain digitalization and establish an integrated system of "space, earth, human, machine, and network" to enhance agricultural production and management [2] - The Fourth Digital Agriculture Development Conference gathered over 260 representatives to discuss new paths for digital agriculture development, focusing on yield improvement and full-chain digitalization [2]

Core Viewpoint - Fubon Technology (300387.SZ) is experiencing a significant decline in profitability, leading to a major shareholder, Zhenghong Development, planning to completely divest its shares in the company, which may indicate a lack of confidence in Fubon's future prospects [2][3]. Group 1: Shareholder Actions - Zhenghong Development, holding 1,703,253 shares (0.59% of total shares), plans to reduce its stake in Fubon Technology through concentrated bidding and block trading within three months after the announcement [2]. - The divestment may result in Zhenghong Development no longer holding any shares in Fubon Technology if the plan is executed [2]. Group 2: Financial Performance - Fubon Technology's net profit for the first half of 2025 was 61.21 million yuan, a year-on-year decline of 12.47% [3]. - For the first three quarters of the year, the company reported a net profit of 80.64 million yuan, down 12.29% compared to the previous year, indicating a persistent downward trend in profitability [3]. Group 3: Business Strategy - Fubon Technology is focusing on expanding into the digital agriculture sector as part of its "digital + biological" dual-drive strategy [3]. - The company aims to empower global agriculture through biotechnology and digital technology, promoting efficient collaboration and sustainable development in the planting industry [3].