本文源自：市场资讯 据交易所数据显示，12月16日，一亩田(YMT)盘中上涨9.99%，截至22:57，报1.335美元/股，成交 4610.0美元，总市值1.53亿美元。 财务数据显示，截至2025年03月31日，一亩田收入总额3428.2万人民币，同比减少12.64%；归母净利 润-263.5万人民币，同比增长80.35%。 资料显示，一亩田股份有限公司是一家在开曼群岛注册成立的境外控股母公司,主要由其境内实体子公 司北京一亩田新农网络科技有限公司运营。一亩田集团,成立于2011年,总部位于北京,是中国领先农业产 业互联网企业,致力于以数字技术推动农业产业转型发展。公司以搭建农产品B2B数字化产销服务平台 开始,逐步发展成为覆盖种植、批发、流通等农业全产业链的综合性数字集团企业,旗下一亩田APP数字 平台、豆牛智慧代卖、沃来采原产地代采、沃众田数字规模化种植基地、区域产业服务等业务板块,形 成农业全产业链数字化服务创新模式。 作者：行情君 ...

Core Insights - The "Data Element ×" competition in Guangdong aims to explore innovative applications of data elements in modern agriculture, with 19 teams competing in the finals [1] - The event is guided by the Guangdong Provincial Government and involves multiple local agencies, highlighting the importance of data-driven solutions in agriculture [1] Group 1: Competition Overview - The competition features 10 topics focused on enhancing agricultural production intelligence, improving product traceability, and fostering data integration within the industry [1] - A total of 48 project teams participated, with 19 advancing to the finals, showcasing their solutions through an 8-minute presentation and a 6-minute Q&A session [1] Group 2: Project Highlights - The project led by Guangdong Lansheng Marine Technology Co., Ltd. focuses on the application of trusted data in the marine fishery industry chain finance, addressing funding shortages and risk aversion in the sector [2] - The "Yue Shui An · Data Empowering Blue Ocean" project, spearheaded by China Unicom's Yangjiang branch, aims to leverage Yangjiang's marine resources and digital technology to enhance agricultural digital transformation [3] Group 3: Regional Significance - Yangjiang is positioned as a strategic point in Guangdong's coastal economic belt, with significant marine resources and a commitment to digital transformation in agriculture [3] - The competition serves as a catalyst for Yangjiang's ongoing reforms in market-oriented data element allocation, aiming to establish benchmarks for agricultural data applications [3]

Core Insights - The article discusses the transformation of the agricultural sector towards digitalization and smart solutions, highlighting the significant losses in the supply chain and the role of B2B agricultural e-commerce in addressing these issues [2][11] - Shushangyun, an innovator in the agricultural e-commerce B2B space, integrates advanced technologies like cloud computing, big data, blockchain, and AI to create a comprehensive digital solution covering the entire agricultural supply chain [2][11] Technology Architecture - Shushangyun's platform utilizes a microservices architecture and multi-tenant model, supporting millions of concurrent users with a system availability of 99.99% [3] - The platform features a dynamic resource pool that can expand computing capabilities during peak times, ensuring rapid response times even under heavy load [4] - Data synchronization is achieved through a dual-database integration and message queuing, enhancing real-time data management and improving inventory turnover rates by 40% in specific projects [4] Core Functional Modules - The platform addresses four major challenges in the agricultural industry, including dynamic inventory alerts, production planning collaboration, and logistics optimization [4] - It supports over ten transaction modes, achieving an average daily transaction volume exceeding 500 million yuan [5] - The blockchain traceability system enhances consumer trust by providing immutable reports on product origins and quality [5] Typical Application Scenarios - Case studies illustrate the platform's impact on improving efficiency in agricultural product circulation, brand recognition for regional enterprises, and digitizing cross-border trade processes [6][7][9] - The platform has successfully reduced transaction cycles from 45 days to 7 days for cross-border exporters, significantly enhancing market access [9] Future Trends - Shushangyun is focusing on AIoT and digital twin technologies to further enhance agricultural value chains [8] - The integration of these technologies is expected to drive operational efficiency and innovation in business models within the agricultural sector [11] Industry Value - The solutions provided by Shushangyun have led to a 50% increase in agricultural product circulation efficiency and a 30% income boost for small and medium-sized farmers [11] - The platform has facilitated a significant reduction in order processing time and improved customer satisfaction, demonstrating its effectiveness in transforming agricultural operations [11]

Core Viewpoint - YMT's stock price surged by 43.9% to $5.9 per share, with a total market capitalization of $675 million, despite a decline in revenue and a significant increase in net loss [1][1][1] Financial Performance - As of December 31, 2024, YMT reported total revenue of 161 million RMB, a year-on-year decrease of 13.97% [1] - The company's net profit attributable to shareholders was -34.9 million RMB, showing a year-on-year increase of 66.95% [1] Company Overview - YMT is a Cayman Islands-registered holding company primarily operated by its domestic subsidiary, Beijing YMT New Agricultural Network Technology Co., Ltd [1] - Established in 2011 and headquartered in Beijing, YMT is a leading agricultural internet enterprise in China, focusing on digital technology to drive agricultural transformation [1] - The company has evolved from a B2B digital sales service platform for agricultural products to a comprehensive digital group covering the entire agricultural supply chain, including planting, wholesale, and distribution [1]