面对台下阿拉丁控股、百果园投资、御石创投等资本机构与广州江楠集团、佳沃集团等产业 大佬，方正多策基金合伙人朱宏飞开门见山。 记者丨喻淑琴 编辑丨蒋韵 这位深耕农业赛道十三年的老手，亲眼见证了资本态度从观望到逐步靠拢的全过程。 他判断，在"十五五"规划建议的政策东风下，农业产业升级窗口进一步打开，机遇持续十余 年，但关键布局期就在当下两三年。 认知破冰 长期以来，农业几乎是资本的"禁区"。 "投资是看行业趋势，行业趋势是首要考量。农业投资正迎来'牛市'。" "靠天吃饭"的标签，牢牢钉在农业产业身上。 上海市果品行业协会执行会长朱勇立，干了十多年产销对接，感触极深。 "说到农业投资，很多从业者仍然讳莫如深。周期长、风险高、产业链脆弱，资本不敢轻易进 场。＂ 但如今，破冰已经开始。 打破这一刻板印象的，是硬科技的持续渗透。 无人机、智能农机等智慧农业，成为改变行业认知的重要载体。 "现在只要把工业化科技，在农业上做一个小应用，就能看到不错的爆发点。"朱宏飞表示。 御石创投副总裁黄长军也提出： "中国工业已迈入4.0时代，而农业还停留在1.0。用4.0工业赋能1.0农业，农业产业将快速跃迁 到至少3.0。" 这一趋势 ...

Core Viewpoint - The agricultural investment sector is entering a "bull market," driven by evolving industry trends and technological advancements [1][2]. Industry Trends - The perception of agriculture as a "forbidden zone" for capital is changing, with a shift from skepticism to increased interest from investors [3][6]. - The current period is identified as a critical layout phase for agricultural investment, coinciding with the "14th Five-Year Plan" policy support [2][5]. - The integration of hard technology, such as drones and smart agricultural machinery, is reshaping industry perceptions and creating new opportunities [7][8]. Investment Dynamics - A significant transformation is occurring in capital participation, moving from traditional subsidies to equity investments, termed "supplementary reform investment" [20][21]. - The focus is shifting towards sustainable funding models that emphasize self-sustaining financial cycles within the agricultural sector [21][23]. - The establishment of platforms like "Agricultural Investment Conference" aims to facilitate collaboration between market-oriented investment and agricultural service institutions [25][28]. Technological Integration - The agricultural sector is experiencing a technological leap, with predictions that it will transition from 1.0 to at least 3.0 through the application of industrial 4.0 technologies [10]. - The rise of smart agriculture solutions is leading to significant operational efficiencies, with the number of agricultural drones in China surpassing 200,000 by 2024 [12][36]. Market Opportunities - There is a notable lack of large-cap companies in the fruit and vegetable sectors, indicating structural opportunities for growth and investment [29]. - The focus on branding and product differentiation is becoming crucial, as seen in the case of Guangdong lychee rebranding efforts [16][50]. Regional Development - Different regions are adopting unique strategies for agricultural modernization, with Shanghai emphasizing value enhancement over scale [40][41]. - The integration of public and private resources is essential for driving agricultural innovation and market expansion [46][48]. Future Outlook - The next five to six years are expected to see a rise in fund-based operations in agriculture, with a need for agricultural entities to understand fund management [23][34]. - The ongoing transformation in the agricultural sector is anticipated to reshape the future of Chinese agriculture significantly [55].