以下文章来源于RimeData 来觅数据 ，作者来觅研究院 政策持续推动乡村振兴领域蓬勃发展。 2025年一季度，国内乡村振兴领域政策不断加强与完善，产业呈现良好发展态势。政策方面，中央一号文 件首提农业新质生产力，要壮大县域富民产业，实施农村产业融合发展项目等；《乡村全面振兴规划（2024—2027 年）》明确推动乡村产业高质 量发展。产业变化上，农产品加工业增加值增长 7.2%，乡村新产业新业态如乡村旅游等蓬勃发展，农村网络零售额增长 6.4%，农产品网络零售额 增长 15.8%，乡村消费市场重要性凸显，消费品零售额同比增长 4.9%。 据来觅PEVC数据，2025年一季度国内乡村振兴领域合计发生融资案例45起，较上季度回升明显。涉及融资金额14.81亿元，农产品加工最受资本 关注。一季度乡村振兴发展情况如何？如何理解农业新质生产力？AI如何赋能智慧农业？本文尝试分析和探讨。 目录 行业概要 c 贸敷据 1.1 乡村振兴季度概览 4 Rim 1.2 Q1 行业相关政策 5 1.3 Q1 时间线 6 Qim 1.4 寒道图谱 8 投融动态 10 2.1 Q1 投融动态 2.2 活跃投资者 12 2.3 Q1 ...

Group 1: Investor Relations Activities - The company held an investor relations event on May 13, 2025, via an online platform [1] - Key participants included the Chairman and General Manager, the Vice General Manager and CFO, and the Board Secretary [1] Group 2: Key Questions and Responses - The impact of Hainan's closure on the company is currently unquantifiable due to the lack of specific implementation details [1] - The first phase of the Shennong Aquaculture Seed Technology Industrial Park is expected to begin production in 2025, with sales figures to be disclosed in future reports [1] - The company does not currently provide genetically modified seeds, focusing instead on conventional varieties [3] Group 3: Strategic Measures and Future Plans - The company plans to enhance the promotion of its "Celebration Oil" series of rapeseed, particularly in Hunan Province, to improve profitability [4] - A marketing strategy focused on "branding and efficiency" will be implemented to build a nationwide sales network for high-end agricultural products [4] - The company aims to optimize resource efficiency through asset integration and strategic partnerships to enhance production capabilities [4] Group 4: Corporate Governance - A proposal for a simplified procedure to issue stocks to specific investors was approved by the board on April 24, 2025, pending shareholder approval [2]

Core Viewpoint - The cultivation of "brackish water red snapper" in Haikou is transforming perceptions of traditional tilapia, utilizing factory farming methods to enhance flavor and quality, thereby opening pathways to the mid-to-high-end market due to high demand and limited supply [1][2]. Group 1: Project Overview - The project is located in the Meilan District of Haikou, leveraging abundant brackish water resources and innovative agricultural practices to achieve efficient and large-scale cultivation of brackish water red snapper [2]. - The cultivation method involves using brackish water, which is defined as having a salinity between 0.5‰ and 30‰, improving the muscle structure and flavor of the fish [2][5]. Group 2: Production and Market Demand - The red snapper produced at the base is sold at nearly double the price of ordinary freshwater tilapia due to its superior quality, resulting in a market that cannot meet current demand [5]. - The base aims to produce nearly 300,000 pounds of red snapper annually by 2024, establishing itself as a leading product under the "Meilan Good Products" brand and the Hainan snapper brand [7]. Group 3: Technological Innovations - The base has developed a closed-loop farming system to mitigate environmental and climate challenges, incorporating digital monitoring systems for real-time adjustments of water parameters such as temperature and oxygen levels [5][7]. - The project has secured 15 patents related to the cultivation system, water treatment, and environmental control, indicating a strong focus on technological advancement in aquaculture [7]. Group 4: Future Prospects - The establishment of an industrialized cultivation system for brackish water red snapper is expected to promote a unified industry model, which includes standardized seedlings, feed, technology, and insurance, contributing to local agricultural transformation and rural revitalization [8]. - The Haikou government plans to utilize brackish water areas for industrialized circular cultivation of 1,000 tons of red snapper, aiming to create an ecological brand for brackish water products [8].

Core Viewpoint - The article highlights the advancements in agricultural technology and innovation in Yangling, China, showcasing the integration of modern breeding techniques and smart agricultural practices to enhance productivity and efficiency in the agricultural sector [1][8]. Group 1: Agricultural Innovation - The Yangling Technology Center has developed multiple breeding technologies that significantly improve breeding efficiency, reducing the selection process from four years to less than one year [1]. - The center utilizes double haploid technology to produce haploid plants and then doubles the chromosome sets to restore normal chromosome numbers, making the breeding process more predictable and controllable [5][6]. - In 2024, 53 new plant varieties from Yangling will undergo national review, with four selected as national leading varieties, and three varieties expected to rank in the top ten for planting area among similar crops [7]. Group 2: Smart Agriculture - The "Shelter Manager" system integrates IoT, big data, and cloud computing to provide smart control of greenhouse environments, allowing farmers to manage large areas efficiently through mobile devices [9][11]. - Over 10,000 farmers have benefited from smart agriculture technologies, enhancing their productivity and operational efficiency [12]. - The Yangling Sheltering Manager Information Technology Company has seen its sales double annually due to the strong research atmosphere and high visibility in Yangling [13]. Group 3: International Collaboration - Yangling has established ten modern agricultural demonstration parks in Belt and Road countries, promoting 115 excellent varieties across over 30 million acres [20]. - The introduction of advanced agricultural technologies and equipment in Tajikistan is expected to enhance local agricultural mechanization, with projected sales of over 2,000 units of a new agricultural vehicle [18]. - Yangling has trained over 3,000 management and technical personnel for more than 110 countries and regions, strengthening international agricultural cooperation [20]. Group 4: Future Directions - The Yangling demonstration zone aims to align with global agricultural technology trends, focusing on talent, technology, and project exchanges to foster the development of high-quality agricultural varieties and technologies [21].

Core Viewpoint - Food security is a national priority, with arable land being the foundation of this strategy. The focus is on enhancing the quality of arable land, particularly permanent basic farmland, to create modern, high-yield agricultural land. The introduction of the "Implementation Plan for Gradually Transforming Permanent Basic Farmland into High-Standard Farmland" marks a significant shift in China's approach to land protection from quantity control to quality enhancement [1][5]. Group 1: Spatial Governance - The structural contradictions in the distribution and utilization of arable land resources can be addressed through spatial governance, which aims to optimize land use and improve production efficiency across different regions [2]. - A three-tiered governance framework is proposed, focusing on differentiated paths for various geographic areas, including capacity enhancement in fertile areas, protective development in ecologically fragile zones, and facility upgrades in traditional farming regions [2][3]. - The implementation of integrated land consolidation, facility upgrades, and ecological restoration is essential for overcoming existing challenges in agricultural production [2][3]. Group 2: Technological Revolution - A fundamental transformation in agricultural production methods is necessary, driven by a new technological ecosystem that integrates hard infrastructure, soft systems, and intelligent solutions [3]. - The establishment of a comprehensive monitoring network that combines satellite, aerial, and ground data is crucial for real-time agricultural management, including moisture sensing and disaster warning [3]. - Emphasis is placed on making digital technologies accessible to farmers, thereby enhancing productivity and fostering the development of skilled agricultural workers [3]. Group 3: Institutional Innovation - Sustainable agricultural practices require institutional innovations that connect the value chain of construction, management, and utilization of farmland [4]. - A multi-faceted investment mechanism is proposed, involving fiscal guidance, financial leverage, and social participation to activate market forces [4]. - Innovative mechanisms for land equity, capacity management, and profit-sharing are suggested to empower farmers and enhance their role in agricultural production [4]. Group 4: Agricultural Modernization - High-standard farmland construction is viewed as a revolutionary practice for liberating agricultural productivity, transforming each piece of arable land into a site for technological and institutional innovation [5]. - The shift from traditional farming methods to systematic governance is redefining the essence and scope of agricultural production [5]. - The comprehensive standardization of permanent basic farmland is expected to enable China to overcome resource constraints while ensuring food security, leading to higher quality and more efficient agricultural development [5].

Group 1 - Disney plans to open a new theme park and resort in Abu Dhabi, marking its first major entry into the Middle East market and its seventh global resort project [6] - The project aligns with Disney's broader strategy to invest $60 billion in its theme parks and cruise business by 2033, with approximately $30 billion allocated for expansions in Florida and California [6] - Amazon is expanding its low-cost platform, Amazon Haul, into the UK and Saudi Arabia, offering thousands of products priced at £20 or below, with many items under £10 [6] Group 2 - Hive Energy reported a significant increase in overseas installations, with a 126% year-on-year growth in overseas shipments of power batteries, totaling 0.77 GWh in April [7] - Dingdong Maicai has entered the Hong Kong market, partnering with DFI Retail Group to provide seasonal vegetables and other products, aiming for a sales target of HKD 100 million in the first year [7] - Grab is seeking to acquire Indonesian competitor GoTo for approximately $7 billion, with discussions ongoing regarding financing terms [5][6] Group 3 - Maersk has revised its global container market outlook, projecting a growth rate adjustment from 4% to a range of -1% to 4% due to increased macroeconomic and geopolitical uncertainties [8] - The company reported a 7.8% revenue growth in Q1 2025, reaching $13.3 billion, while maintaining its financial expectations for the year [8]

Core Viewpoint - Modern facility agriculture in China is experiencing significant growth, driven by technological advancements and supportive government policies, positioning it as a key component of agricultural modernization [1][2]. Group 1: Current State of Modern Facility Agriculture - Modern facility agriculture is characterized by controlled environments and engineering techniques for efficient production, becoming a representative of new agricultural productivity [1]. - The area of modern facility cultivation in China has reached over 40 million acres, accounting for more than 80% of the world's total facility agriculture area [1]. - Approximately 70% of meat, eggs, and milk, as well as 52% of aquaculture products, are provided by facility farming [1]. Group 2: Government Policies and Future Outlook - The "National Modern Facility Agriculture Construction Plan (2023-2030)" aims to expand the scale and improve the layout and technological conditions of modern facility agriculture by 2030 [2]. - By 2035, the goal is to achieve comprehensive upgrades in facility agriculture, meeting diverse and high-quality food consumption needs [2]. Group 3: Challenges and Solutions - Existing challenges include regional development imbalances, lack of policy coordination, weak resource guarantees, and slow green transformation [2][3]. - Proposed solutions involve enhancing top-level design, establishing a multi-faceted support system, and promoting green technology innovation [3]. Group 4: Standards and Innovation - Emphasis on standard and brand development to enhance agricultural product competitiveness, including the establishment of a technical standard system for the entire facility agriculture industry [4]. - Initiatives to improve the logistics service system and promote integrated models such as "facility farms + community group buying + e-commerce live streaming" [4].

Group 1 - Guangdong Province has released a local standard for the packaging and labeling of tropical fruits, aimed at regulating the management of packaging and labeling for tropical and subtropical fruit production and sales within the province [5][6][7] - The standard is expected to enhance product quality and safety, increase market competitiveness, and provide consumers with safer and higher-quality fruit products [6][7] Group 2 - The 2025 China International Agricultural Machinery Exhibition will be held in Wuhan from October 26 to 28, with over 1,500 companies having completed booth applications by the end of April [9][10][11] - The significant increase in the number of applications compared to previous years reflects the confidence of agricultural machinery companies in the industry's development prospects [11][12] Group 3 - The Postal Savings Bank of China in Shaoguan is leveraging financial innovation to support the development of agricultural social service enterprises, contributing to the local implementation of the "Hundred Million Project" [30][31] - As of March 2025, the bank's agricultural loans balance reached 4.973 billion yuan, with a total of 82.8 million yuan lent to 141 related enterprises and farmers [33]

Core Viewpoint - The report predicts that China's agricultural supply capacity will achieve a comprehensive improvement in both quantity and quality over the next decade, driven by advancements in agricultural technology and policy support [3][4][5]. Agricultural Supply Capacity - The agricultural supply capacity in China is expected to increase significantly, with grain production projected to reach 753 million tons by 2034, with a yield of 421 kg/mu, an increase of 7.8% [5][8]. - The report emphasizes the importance of technology as a core driver for agricultural development, with high-yield and quality-resistant new varieties being rapidly cultivated and promoted [4][5]. Quality Improvement - There will be a notable improvement in the quality of agricultural products, with a focus on producing more green, organic, and nutritious products to meet consumer demands [5][6]. - Advanced planting and breeding technologies will enhance the taste and nutritional content of agricultural products, ensuring safer and healthier options for consumers [5][6]. Agricultural Efficiency and Competitiveness - The comprehensive benefits and competitiveness of agriculture will significantly enhance, with technology applications reducing production costs and increasing efficiency, thereby raising farmers' incomes [6][11]. - The agricultural industry structure will continue to optimize, with rapid development in related industries such as processing and logistics, extending the agricultural value chain [6][11]. Policy and Support Mechanisms - The Chinese government has established a "three-in-one" food security guarantee mechanism, focusing on comprehensive production capacity, reserve regulation, and global agricultural supply chain management [6][9]. - The report highlights the importance of maintaining the 1.8 billion mu arable land red line to ensure stable agricultural production conditions [9]. Technological Advancements - The integration of biotechnology, information technology, and smart equipment will lead to a transformative change in agricultural production processes [10][11]. - The contribution rate of agricultural technology progress has reached 63.2%, indicating significant advancements in agricultural innovation [11]. International Competitiveness - China's agricultural international competitiveness will improve through optimizing trade structures and diversifying import sources, with a focus on enhancing domestic production capabilities [13][14]. - Strengthening brand and quality construction, along with expanding international cooperation, will be key strategies for enhancing agricultural competitiveness on a global scale [14][15].

Core Viewpoint - Postal Savings Bank of China (PSBC) is leveraging financial innovation to support agricultural modernization and rural revitalization in Shaoguan, Guangdong Province, through various loan products and services aimed at enhancing agricultural productivity and efficiency [1][3][6]. Group 1: Financial Support and Innovation - As of March 2025, PSBC Shaoguan Branch's agricultural loan balance reached 4.973 billion yuan, with a total of 82.8 million yuan disbursed to 141 agricultural-related enterprises and farmers [8][9]. - The bank has established a deep partnership with Yifeng Agricultural Materials Company, providing various financial products including a 300,000 yuan credit loan and subsequent loans totaling 600,000 yuan to support the company's growth and service expansion [28][29][36]. - PSBC has introduced innovative financial products such as "Agricultural Guarantee Loans," with a maximum limit of 3 million yuan and flexible repayment terms, aimed at new agricultural operators [34][38]. Group 2: Service Model and Efficiency - The bank employs a dual-track service model combining online and offline approaches to facilitate loan applications and approvals, significantly improving service efficiency for agricultural enterprises [46][55]. - During the spring plowing season, PSBC proactively engaged with local governments and agricultural departments to assess funding needs, ensuring timely financial support for farmers and agricultural businesses [54][59]. - The introduction of online loan products has greatly enhanced the efficiency of loan processing, allowing farmers to apply for loans conveniently through mobile banking [62][66]. Group 3: Impact on Agricultural Modernization - The financial support from PSBC has enabled Yifeng Agricultural Materials Company to enhance its service capabilities, including the acquisition of new agricultural drones and equipment, thereby improving operational efficiency by 60% [29][60]. - The bank's initiatives are contributing to the cultivation and growth of new agricultural productivity, aligning with national strategies for rural revitalization and agricultural modernization [3][44][67].