Core Viewpoint - The transformation of digital agriculture and modern agricultural industrial parks is taking place in Inner Mongolia, showcasing how technology is reshaping modern agriculture [1] Group 1: China Cool Vegetables Academy Workstation - The China Cool Vegetables Academy Workstation, established in 2012, focuses on research, promotion, and service of cool vegetables, achieving over 200 million yuan in cumulative efficiency gains in Ulanqab City [2][3] - The workstation has collected and cultivated over 240 wild vegetable and medicinal plant varieties, aiming to enhance agricultural productivity and farmer welfare [3] - The application of new varieties and technologies has led to an average annual income increase of approximately 1,600 yuan for 200,000 vegetable farmers in the region [3] Group 2: Plant Factory Strawberry Base - The plant factory strawberry base in Chayouqianqi utilizes a fully digital control solution, achieving zero pollution and emissions, with production capacity 50-100 times that of traditional farming methods [4][6] - Each workshop can produce up to 8,640 kg of strawberries annually, which is 15 times the yield of equivalent field areas and 12 times that of greenhouses [6] Group 3: Hongfu Modern Agricultural Park - The Hongfu Modern Agricultural Park, the largest single intelligent greenhouse in Asia, employs smart farming techniques, ensuring pure irrigation water and high yields [10][13] - The park produces 2,000 tons of tomatoes per greenhouse annually, nearly ten times the output of traditional greenhouses, and has received GLOBALG.A.P. certification for safe and pollution-free produce [10][13] - Approximately 35 tons of uniform and plump "Hongfu tomatoes" are delivered daily to various brand supermarkets across the country [13] Group 4: Global Impact and Innovation - The visit by foreign journalists highlighted Inner Mongolia's innovative practices in digital agriculture, providing valuable insights for global agricultural development [14]

Group 1: Company Initiatives and Market Expansion - Yutong Bus has successfully sold over 3,000 buses in Pakistan, establishing a significant market presence and facilitating the entry of other Chinese bus brands into the region [10][11]. - The company customized a passenger vehicle based on local road conditions and customer feedback, leading to high satisfaction rates and increased market penetration [10][11]. - The company aims to introduce more new energy products to improve local public transportation and contribute to Sino-Pakistani friendship [11]. Group 2: Infrastructure Projects and Maintenance - The China-Maldives Friendship Bridge, a key project under the Belt and Road Initiative, has improved transportation between the capital Malé, the airport island, and Hulhumalé, positively impacting local residents' lives [12][13]. - Regular maintenance and inspections are conducted to ensure the bridge's structural integrity, with a recent comprehensive assessment revealing good overall health despite some expected wear [13]. Group 3: Agricultural Development and Technology Transfer - A Chinese agricultural expert has been instrumental in transforming 6,400 hectares of abandoned farmland in Eastern Europe by introducing advanced machinery and high-quality crop varieties, significantly increasing grain yields [14][15]. - In Tajikistan, the introduction of a new cotton variety and modern farming techniques has led to a record yield of 6 tons per hectare, showcasing the effectiveness of technology transfer and local capacity building [15]. Group 4: Cultural Exchange and Education - A Chinese language teacher in Brazil has actively engaged in cultural exchange activities, enhancing the understanding of Chinese culture among local students through various initiatives, including participation in international competitions [20][21]. - The teacher's efforts in organizing cultural events and teaching have fostered a deeper appreciation for Chinese traditions and language among Brazilian students [21]. Group 5: Transportation and Market Development - CRRC Changchun Railway Vehicles has expanded its market presence in South America, providing trains for major cities and events, which has garnered positive feedback from local governments and citizens [18][19]. - The company emphasizes the importance of overcoming language and cultural barriers to effectively promote Chinese products and services in international markets [19].

Group 1: Agricultural Technology Advancements - The introduction of mechanized harvesting in Guangyuan City has significantly improved efficiency, with a harvesting machine completing the task for over 40 acres in just 4 hours, while also reducing pest populations and disease transmission [1] - The use of automated seedling production lines and advanced equipment in rice cultivation has reduced the time for transplanting seedlings by approximately 15 days, while increasing rice yield by about 10% per acre [2][3] - The establishment of a digital agriculture platform in the modern agricultural park allows for real-time monitoring of environmental conditions, enhancing the management of kiwi fruit cultivation [5] Group 2: Crop and Livestock Production Goals - Guangyuan City plans to plant 125,000 acres of rice by 2025, with transplanting expected to be completed by early June [4] - The implementation of double-layer chicken housing has doubled the capacity for raising chickens, allowing for 200,000 meat chickens to be produced this year, generating an estimated output value of 120 million yuan [7][8] Group 3: Sustainable Agricultural Practices - The district is focusing on high-quality grain production and the promotion of modern agricultural practices, including the replacement of traditional methods with technology-driven solutions [8]

桐庐钟山乡是远近闻名的蜜梨之乡，不过这段时间，它却因为蓝莓"火出圈"了。 起因是位于陇西村的蓝莓智创园。这里的蓝莓住在干净洁白的"大房子"里，由数字"喂养"，每 天"体检"，好品种+技术调控让杭州市民在3月底就可以吃到又大又甜的新鲜蓝莓。 "我们与市农科院进行了深度合作，起初选了30多个品种在这里试种，最后留下了产量高、品质 好、最适宜在这边生长的4个品种，接下来我们还会一边引进好品种，一边开发具有陇西村特色的'适地 良种'。"钟林炳介绍。 目前，蓝莓智创园里正在运行的智慧蓝莓大棚共有25亩，在此基础上，今年又新增了1个大棚，占 地10亩，将在下半年投用。在蓝莓产业带动下，智创园还在近两年吸引了不少创业者前来种植火龙果、 草莓等，园内规划了采摘体验区、科普研学基地及农创服务中心，打造集科研、生产、文旅于一体的现 代农业综合体。 "以陇西村为试验点，我们正在广泛推广'数字蓝莓'模式，希望为乡村振兴提供可复制的样本。"钟 林炳说。 为什么选择种蓝莓？钟山乡农办主任袁海涛告诉记者，其实早在智创园建成前，钟山乡就有很多个 体户种蓝莓，全乡种植面积加起来有3000亩，但主要是露天种植，且缺乏好品种和好的种植技术，蓝莓 ...

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， ...

Core Viewpoint - The flower industry in Henan province, particularly in cities like Nanyang, Luoyang, and Kaifeng, is experiencing growth but faces challenges in production levels, transaction models, and the need for value-added products [1][4][15]. Group 1: Industry Development - Nanyang is recognized as the largest base for rose seedling cultivation in China, with 155,000 acres of flower fields producing 1.6 billion seedlings annually, employing 150,000 people [2]. - The city has transformed its rose industry by creating a "Rose Big Market" that showcases various rose varieties and offers comprehensive solutions beyond just seedling sales [2][4]. - The market for roses is expanding, with 88 cities in China designating roses as their city flower, leading to a surge in themed parks [4]. Group 2: Challenges and Opportunities - Despite holding 60% of the national market share for rose seedlings, Nanyang faces challenges in product development, brand building, and secondary processing capabilities [4]. - The flower industry in Henan is primarily focused on the first industry (seedling production), with limited development in secondary (processing) and tertiary (services) industries [4][15]. - There is a call for deeper exploration of the multi-functional value of roses, including medicinal, culinary, and industrial applications [4]. Group 3: Innovations and Trends - The flower industry is shifting from traditional sales methods to e-commerce and live streaming, with online sales currently accounting for less than 20% of transactions [10][12]. - Companies are encouraged to adopt digital technologies to enhance the efficiency of flower production and sales, aiming for a transformation from "product sales" to "horticultural lifestyle services" [14]. - The introduction of new technologies and equipment is improving production processes, such as the drying of peony flowers, which has doubled efficiency [7][8]. Group 4: Future Directions - The Henan province aims to increase its flower cultivation area to 1.363 million acres by the end of 2024, with 551,000 people employed in the industry [15]. - There is a focus on enhancing the quality of flower products and developing unique varieties with intellectual property rights [15][16]. - The province plans to establish a comprehensive flower trading platform that integrates trading, warehousing, and tourism, positioning itself as a national and global flower distribution center [13][14].

Group 1 - The core viewpoint highlights the integration of technology in agriculture, particularly in Jiangsu Hai'an, where digital management platforms are enhancing crop monitoring and management efficiency [1][5] - The "Digital Agriculture" project initiated in 2023 aims to create a "Smart Farmland" model, with 795 farms currently utilizing the digital management platform for precise agricultural guidance [5] - Advanced technologies such as the Beidou navigation system are being employed for precise land leveling in rice cultivation, significantly improving operational efficiency [3] Group 2 - In Hubei Jingzhou, the construction of high-standard farmland is being accelerated to promote agricultural modernization and increase farmers' income [6][7] - The investment of over 110 million yuan in high-standard farmland improvement projects has led to the consolidation of fragmented farmland into 35,000 acres and the establishment of various irrigation and drainage systems [11] - In Hunan Nanyue, measures are being taken to combat drought and ensure smooth spring farming operations, including the construction of new wells and the mobilization of local communities for water management [13][16][18]

风险因素：政策执行力度不及预期；自然灾害导致农产品减产；粮食价格剧烈波动。 农林牧渔｜反制关税提振农产品价格，种植链直接受益 反制关税措施之下，农业种植产业链是稀缺的、直接受益的板块。第一，本轮关税风 暴再次凸显粮食安全的极端重要性。种源自主可控，已成为保障国家粮食安全的重中 之重。种业和粮食种植板块或将再受政策强力支持。第二，农产品价格或有提振，直 接带来种业、种植公司业绩增长预期；农产品加工板块预计也将出现结构性机会。 风险因素：关税政策再次调整风险；农产品价格超预期波动风险；产业支持政策不及 预期风险。 盛夏｜中信证券 农林牧渔和食品饮料行业首席分析师 S1010516110001 农林牧渔｜聚焦粮食安全与科技创新，夯实农业强国根基 规划文件定位为未来十年中央农村工作的顶层设计文件，是中长期农业产业政策的重 要风向标。规划聚焦粮食安全与科技创新，强调筑牢农业强国的物质基础与科技根 基。粮食安全方面，强调耕地保护与产能提升双管齐下。科技创新方面，种业被定位 为农业科技创新的重中之重，将成为发展农业新质生产力的主要方向。规划为种业、 粮食种植等板块提供了中长期政策红利和政策确定性。推荐种子和粮食种植板块。另 ...