中新社圣保罗9月30日电题：巴西再生农业方兴未艾新技术应对气候变化 她打开一张卫星监测数据图，植被指数、高温地区、产量数据和土壤健康状况等数值以红绿曲线标 出。"若是卫星数据显示这片农田高温、水源枯竭，我们当季会放弃耕种。"她说，既不灌溉，也不喷 洒，"尽量不介入，完全顺应自然法则"。 "我们在高产潜力区多播种，在低产潜力区让土地休眠。"娜塔莉亚笑说，每年让20%的农场面积休耕， 这样的"变量播种"曾被父亲认为是"偷懒"，但过去五年间，大豆产量稳定在每公顷约4000公斤，高于地 区平均水平25%左右；过去三年，尽管圣保罗州经历了严重干旱、强降雨和极端高温等天气，农场大豆 和玉米产量始终高于区域平均水平约25%。 当地时间9月19日，巴西圣保罗州皮拉苏农加市，埃斯坦西亚农场农场主艾琳展示产氮固碳的绿肥植 物。中新社记者林春茵摄 巴西圣保罗大学等多所高校与农场共建科研基地，"为土壤生物识别建库，也是我们工作的一部分"，这 包括植被、昆虫、土壤菌群，"甚至研究蚯蚓是否真的有益"。艾琳说，周边农场主也常来交流，"我们 有共识，用新技术应对气候变化。主要目标是最少的投入，最大的产出"。 2015年，学经济的艾琳·维克( ...

Core Viewpoint - The article highlights the benefits and advancements of regenerative agriculture in Brazil, particularly at the Estância Farm, showcasing its role in sustainable farming practices and carbon footprint reduction [2][5][8]. Group 1: Regenerative Agriculture Practices - The Estância Farm, covering 1,100 hectares, has implemented regenerative agriculture management practices, enhancing production stability and land resilience [2][4]. - The farm participates in Bayer's global regenerative agriculture program, promoting core principles and advanced technologies [2][4]. - The farm employs cover crops, which are not harvested but integrated into the soil to improve soil quality and nutrient cycling [2][4]. Group 2: Production and Yield - Over the past five years, the farm's soybean yield has remained stable at approximately 4,000 kilograms per hectare, exceeding the regional average by about 25% [4]. - Despite challenges from extreme weather conditions, the farm's production has remained relatively stable, demonstrating the resilience provided by regenerative agriculture [4]. Group 3: Carbon Footprint and Sustainability - In the 2024/2025 harvest season, the average carbon footprint for soybeans produced at the farm is 616.4 kilograms of CO2 equivalent per ton, which is 60% lower than the national average of 1,526 kilograms [5]. - The carbon footprint for corn is 751.7 kilograms of CO2 equivalent per ton, 46% lower than the national average [5]. - Bayer's carbon business development coordinator emphasizes the use of a carbon emissions calculation tool to encourage farmers to adopt practices that further reduce carbon emissions [6]. Group 4: Market Opportunities - The farm currently exports 95% of its soybean production to China, indicating a significant market opportunity driven by China's demand for green and sustainable agriculture [6]. - The upcoming 30th UN Climate Change Conference in Brazil is expected to elevate discussions on sustainable development and environmental protection, creating new opportunities for regenerative agriculture [8]. Group 5: Adoption and Standards - Brazilian farmers have shown a high acceptance of sustainable agricultural practices, with an average adoption of 9.8 regenerative agriculture methods, surpassing the global average of 6.6 [9]. - A report from the Brazilian Sustainable Development Business Council indicates that Brazilian agricultural operators are beginning to implement regenerative agriculture, achieving significant results across various production chain segments [10].

Investment Dynamics - Finnish startup Perfat Technologies raised 20.879 million RMB in Series A funding, led by Newtree Impact and Beyond Impact. The company has developed a plant oil conversion technology that transforms liquid oils into solid functional fats, reducing fat content by 80% and calories by 30% compared to traditional fats, while adding dietary fiber [3] - McDonald's plans to invest 200 million USD (approximately 1.4 billion RMB) in regenerative agriculture practices across U.S. ranches over the next seven years, covering 4 million acres across 38 states. This is the largest investment by McDonald's in the U.S. to support regenerative agriculture [5] - M Stand acquired Shanghai restaurant brand RAC BAR, which was established in 2017 and operates several locations in Shanghai. The acquisition allows RAC BAR to maintain independent operations at its original location [8][9] - Regal Food, a UK baking manufacturer, acquired soft drink brand Suncrest, known for its tropical fruit-flavored beverages. This acquisition aims to expand Regal Food's beverage product portfolio and create new growth opportunities in the UK and international markets [10][12] - Saks Global is negotiating to sell 49% of its luxury department store Bergdorf Goodman for approximately 1 billion USD. The sale could help stabilize Saks Global's financial situation, which is burdened by over 4 billion USD in debt [13][15] - Winland Foods and La Doria merged to create a new food manufacturing entity valued at 4 billion USD, named Windoria. The merger aims to enhance product offerings and strengthen the supply chain for retailers and food distributors globally [18] - SPC has reached a cooperation agreement with Fonterra to produce Fonterra brand products at its Carrum Downs factory for overseas markets. This partnership is expected to enhance the flexibility of regional supply chains in the dairy processing sector [21] - Nayuki Tea launched a pop-up store in Flushing, New York, attracting significant foot traffic in a Chinese community area. The store's location is strategically chosen due to lower rental costs compared to Manhattan and the presence of other Chinese tea brands [23] - Jean-Marc Bellaiche, former CEO of Printemps, will become the CEO of Sani/Ikos Group, a resort operator, starting January 1. His transition reflects a trend of fashion industry leaders moving into the hospitality sector [24] - Hema announced a major organizational restructuring, with CEO Yan Xiaolei also taking on the role of Chief Merchandise Officer (CMO) to enhance product development and supply chain management, aiming to strengthen Hema's competitive position in the fresh and instant retail market [28]

Core Insights - The forum discussed the exploration and core challenges of leading enterprises in the green transformation of supply chains, industrial chains, and value chains [1] - The emphasis is on how to turn consumers' green choices into sustainable lifestyles and collective practices among enterprises [1] Group 1: Supply Chain and Sustainability - The supply chain is extensive, covering everything from ingredient cultivation to waste management, with upstream agriculture being a significant challenge for carbon reduction [1] - McDonald's is actively exploring the concept of regenerative agriculture to maintain food quality while reducing environmental pollution [1] - Mars Asia Pacific highlighted that only 5% to 10% of food packaging in China is truly recyclable, indicating a bottleneck in the recycling system [1] Group 2: Technological Innovations and Practices - Mars has invested over $100 million in R&D to improve packaging recycling issues, transitioning MM chocolate beans to paper packaging [2] - McDonald's implemented a data collection system to monitor electricity usage, leading to nearly double-digit energy savings and effective emissions reduction [2] - Huazhu Group adopted modular design in its latest hotel version, achieving a 15% cost reduction, 30% shorter construction time, and 40% less construction waste [2] Group 3: Consumer Engagement and ESG Initiatives - Transforming corporate green commitments into consumer understanding and action is crucial for completing the green loop [3] - Huazhu launched a "Green Stay" product on its app, encouraging guests to bring their own toiletries and opt for no cleaning, rewarding them with green points [3] - The initiative has been well-received, particularly among younger guests who actively embrace ESG initiatives [3]

Core Insights - The shift towards green consumption is accelerating from conceptual advocacy to behavioral transformation, necessitating deep changes in supply chains, industrial chains, and value chains [1] - The third "Vibrant ESG" Innovation Forum highlighted the critical role of enterprises in the green transition, emphasizing the need for tangible actions to eliminate "greenwashing" and enhance consumer awareness of environmental contributions [1] Group 1: Supply Chain Challenges - Companies face significant emission reduction challenges across their supply chains, with industry-specific pain points. For instance, McDonald's identifies upstream agricultural sectors as the most challenging area for carbon reduction [2] - Adidas reports that 80% of its carbon emissions come from suppliers, highlighting the reliance on supplier cooperation for effective carbon reduction [2] Group 2: Recycling and Consumer Responsibility - The rapid growth of the food delivery market in China raises concerns about the effective recycling of packaging waste, with only 5%-10% of food packaging currently recyclable [3] - Sony's diverse business operations complicate ESG management across different sectors, indicating the need for a comprehensive approach to sustainability [3] Group 3: Technological Innovations - Companies are investing in innovative technologies to address green transition challenges. For example, Sony's "So Plus" technology converts waste materials into recyclable products, achieving a 99% rate of renewable plastic [4] - Mars is investing over $100 million in research to improve packaging sustainability, transitioning to paper packaging for its products [4] Group 4: Cost Reduction and Efficiency - Huazhu Group emphasizes cost reduction and efficiency through modular design, achieving a 15% cost reduction and a 30% decrease in construction time [5] - Adidas has implemented a project to recycle returned or substandard clothing into eco-friendly bags, successfully recycling 60,000 tons of waste clothing [5] Group 5: Consumer Engagement - Huazhu's "Green Stay" initiative encourages guests to bring their own toiletries and opt for no cleaning services, rewarding them with green points, which has been well-received by consumers [5] - Adidas aims to make sustainable choices effortless for consumers, integrating sustainability into the core of its product offerings [6] Group 6: Strategic Reassessment - Companies must rethink governance, risk management, and operational management to transform potential cost burdens into efficiency gains and sustainable brand value [7]

Core Viewpoint - Agricultural enterprises are redefining food industry standards through a comprehensive transformation towards smart and green practices, utilizing technologies such as energy management, digitalization, and artificial intelligence to reduce carbon footprints and ensure traceability of raw materials [1][3]. Group 1: Initiatives by Major Companies - McDonald's China, along with 11 suppliers, launched the "McChain" initiative aimed at achieving 100% traceability of ingredients by 2026 and establishing a smart industrial park by 2027 [1]. - Starbucks is collaborating with Envision Technology to create a carbon management platform that will cover all direct and significant indirect suppliers, measuring the carbon footprint of thousands of items [2]. - Cargill is enhancing the efficiency and quality of agricultural and food production through technological innovations and sustainable practices [3]. Group 2: Technological Innovations in Agriculture - Smart logistics systems are being implemented by suppliers like Shunxin Hui to reduce carbon emissions, with automated operations and solar power integration [4]. - Real-time monitoring of environmental conditions during transportation is being utilized by Charoen Pokphand Group to ensure optimal conditions for durian shipments [4]. - The use of sensors and cloud platforms in agriculture is helping to monitor soil and pest conditions, thereby reducing chemical inputs [6]. Group 3: Global Market Influence - Chinese suppliers are increasingly exporting products to international markets, with McDonald's suppliers exporting approximately 8,000 tons of fries annually to Japan and South Korea [6]. - The demand for high-quality chicken in Europe is driving companies like Jiulian Group to enhance their management and quality control processes [6]. - Innovations in seed technology by companies like Longping High-Tech are contributing to increased local food production, reducing transportation costs and emissions [7]. Group 4: Sustainable Practices and Environmental Impact - Companies are adopting renewable energy sources, with Yum China establishing a distributed solar power alliance to encourage suppliers to use green energy [3]. - The integration of wind sails on Cargill's cargo ships has resulted in significant fuel savings during ocean transport [5]. - The use of electric vehicles in cold chain logistics is being promoted by companies like Teling Technology to enhance energy efficiency [5].

Group 1: Company Developments - San Yuan Foods launched a new IP "Beijing Milk Company" and opened tea shops, focusing on fresh milk and retail products priced between 10.9 to 25.9 yuan, with plans to add 5-6 more stores within the year [1] - PULL-TAB Coffee opened its first store in Singapore, featuring a unique pull-tab design and a variety of coffee products, including local flavor-infused creative coffee drinks, with plans to open 10-20 overseas stores in 2025 [2] - Tims Coffee increased its registered capital from 16,850 million USD to 16,990 million USD, indicating growth and expansion in the Chinese market [5] Group 2: Industry Trends - The tea beverage market is highly competitive, and San Yuan Foods needs to enhance its fresh milk offerings and speed up market response [1] - The beverage industry is undergoing a digital transformation, as seven government departments in China issued a plan to accelerate the digitalization of the food and beverage industry, focusing on innovation and upgrading [6] - Nestlé Coffee exceeded its 2025 target by sourcing 32% of its coffee from farmers using regenerative agricultural practices, reflecting a strong appeal of such practices among coffee farmers [4] Group 3: Brand Reputation Issues - The tea brand "Grandpa Doesn't Brew Tea" faced public backlash for inviting a controversial influencer to an event, raising concerns about the brand's risk awareness and marketing strategies [3]

Investment Rating - The report does not explicitly provide an investment rating for the regenerative agriculture industry in China. Core Insights - Regenerative agriculture is recognized as a sustainable agricultural model that addresses climate change, ecosystem degradation, and soil productivity decline, promoting harmony between agriculture and nature [7][8][9] - The global regenerative agriculture market is projected to grow from USD 7.64 billion in 2023 to USD 29.27 billion by 2033, driven by various factors including government support and consumer demand for sustainable products [43][51] - The report emphasizes the importance of soil health and the need for a collaborative effort among researchers, policymakers, businesses, and farmers to transition from traditional practices to regenerative agriculture [8][9] Summary by Sections 1. Background of Regenerative Agriculture - Regenerative agriculture is rooted in ancient practices that emphasize the interdependence of humans and nature, aiming to restore and sustain soil health [14][19] - The definition of regenerative agriculture has evolved, with various principles proposed by different organizations, focusing on practices that enhance biodiversity and soil health [20][21][38] 2. International Development Trends - The United Nations and various international organizations have recognized regenerative agriculture as a key strategy for mitigating climate change and enhancing food security [43][44][47] - Significant investments and policies are being directed towards regenerative agriculture in regions like the EU and the US, highlighting its growing importance in global agricultural practices [48][51] 3. Current Status in China - China's commitment to sustainable agriculture dates back to the 1980s, with a series of policies aimed at promoting ecological farming and sustainable practices [55][56] - Recent initiatives, such as the "14th Five-Year Plan for National Agricultural Green Development," outline specific goals for enhancing agricultural sustainability and soil health [59][61]