农林牧渔行业2025年中期投资策略 把握修复主线，关注底部机会 西南证券研究院 农林牧渔研究团队 2025年7月 核心观点 养殖板块：政策调控力度加大，供需格局向好。发改委等部门近期密集出台生猪产能调控措施，包 括限制头部企业增加能繁母猪存栏、强制降重（出栏体重要求降至120公斤）和抑制二次育肥等， 这些举措已初显成效。预计产能优化政策将进一步加码（如扩大监管范围、加强环保督查），助力 提升CPI目标和行业猪价中枢。重点关注企业盈利能力与成本控制能力。推荐牧原股份（002714）、 温氏股份（300498）、立华股份（300761）、华统股份（002840）。 风险提示：养殖端突发疫情，消费需求不及预期等。 核心观点 肉牛行业：供给深度出清孕育大周期。国内肉牛养殖高度分散（90%以上养殖户规模不足10头）， 类似2019年前的生猪行业，在长期深度亏损下产能超调风险显著。2024年牛肉价格已跌到近5年最 低，活牛价格更是跌到近10年的最低水平。2024 年 11月单头亏损达1600元以上， 已连续8个月亏 损超千元，导致行业加速淘汰母牛和减少补栏 。母牛PSY仅1（远低于能繁母猪的PSY 30），预计 2025 ...

从浙江省农业农村厅获悉，该厅近日发布《智慧农业引领区建设实施方案(2025—2030年)》(下称方 案)，提出到2027年底建成数字农业工厂1000家、未来农场100家等目标。近些年来，浙江始终将智慧农 业作为推动农业高质量发展的重要引擎。去年11月，该省获批建设全国首个智慧农业引领区。方案在总 体要求部分分阶段列出相关目标：到2027年底，建成数字农业工厂1000家、未来农场100家，"低空+农 业"发展新格局基本形成，农业生产信息化率达到52%；到2030年底，全域推进智慧农业建设的机制路 径基本成熟，智慧农业引领任务基本实现，农业生产信息化率达55%；到2035年底，关键技术装备达国 际先进水平，农业生产信息化率稳步提升，有力支撑农业强国建设。 ...

AI挑瓜与人工挑瓜哪个更甜？ 仅凭几张照片就能分析出西瓜的成熟度、甜度是否比传统经验更靠谱 记者实验来揭秘 夏日炎炎，西瓜成为市民消暑解渴的"标配"。近来，一些用AI精准挑选"糖心瓜""报恩瓜"的短视频在网络上走红，相关视频点赞量动辄数十万。在视频中， 博主只需用手机对着西瓜拍几张照片，上传至软件，AI就能分析出西瓜的成熟度、甜度甚至果肉纹理。这种听起来"科技感满满"的挑瓜方式，真的比传统经 验更靠谱吗？记者对此展开了调查。 AI挑瓜是否更甜？ 7月9日上午，记者来到位于崂山万象汇负一楼的盒马鲜生门店。正值西瓜销售旺季，货架上摆满了麒麟瓜、甜王、8424等多个品种的西瓜，不少市民正弯腰 挑选，不时用手指轻敲瓜皮，听声音来判断好坏。 记者先给西瓜拍照，随后将西瓜照片分别上传至三个热门AI大模型，并发送请求：帮我挑出最甜的瓜。记者发现，只有一款AI工具给出了明确选项——第 二排最左侧的西瓜，理由为"它看起来成熟度较高、形状规整且表皮颜色鲜艳"。其余两款工具均表示，无法判断或确定哪个瓜最甜，但提供了一些选瓜建 议。记者在观察完瓜皮后，选择了AI推荐的"第二排最左侧的西瓜"。 此外，对于部分AI无法给出明确选择的现象 ...

Core Viewpoint - The Shenzhen Polytechnic University Future Agriculture Innovation Park has been officially launched to promote agricultural technology innovation and integration with industry, aligning with the national rural revitalization strategy [2][4]. Group 1: Project Overview - The park is located in the Xinhu Street area of Guangming District and is a collaboration between Shenzhen Polytechnic University and Shenzhen Green Field Agricultural Development Co., Ltd. [6][7]. - The initial plan includes a 100-acre experimental field, with plans to expand to 1,000 acres of research farmland within three years [7]. Group 2: Focus Areas - The park will focus on advanced fields such as soybean gene editing, duckweed biotechnology, smart agriculture, and AI agriculture, aiming to create a full-chain result transformation platform from "laboratory to table" [8][9]. Group 3: Operational Mechanism - The park adopts an integrated mechanism of production, learning, research, and application, pioneering a standardized service system for agricultural research [11]. - It will enhance result transformation efficiency through the application of emerging technologies like intelligent irrigation and green prevention [12]. Group 4: Talent Development - The park plans to train 1,000 "new farmers" skilled in IoT and biotechnology within three years and will launch an annual "Agricultural Technology Innovation Youth Competition" to strengthen talent development [12][13]. Group 5: Strategic Importance - This initiative is a key measure to implement the "new quality productivity" strategy in agriculture, aiming to upgrade thousands of acres of farmland into a modern agricultural demonstration model in the Greater Bay Area [15][16].

Group 1 - The integration of agriculture and tourism in Tuquan County has led to significant economic benefits, with over 1 million visitors and collective income exceeding 3 million yuan since the opening of the Star Lake Resort in 2022 [1] - The resort features a multi-layered industrial model, including agricultural experiences, cultural IP development, and various consumer activities, enhancing the local economy [1] - The county's cultural tourism and sports bureau reports a 14.1% increase in visitors and an 11% rise in revenue, reaching over 4.6 billion yuan in the first half of 2025 [4] Group 2 - The Tuquan County Intangible Cultural Heritage Experience Center has transformed into a digital immersive experience venue, attracting around 20,000 visitors annually and offering over 60 educational programs [2] - The Sai Yin Hua Berry Smart Agriculture Park has successfully combined agricultural production with tourism, generating an annual income of 1.15 million yuan for the village and providing stable employment for over 50 villagers [4] - The county has developed a comprehensive agricultural tourism system that includes ecological agriculture, sightseeing, and cultural experiences, contributing to the overall growth of the local economy [4]

Group 1 - The core concept of the article emphasizes the advancement of smart agriculture in China, showcasing the integration of technology such as AI, data analytics, and automation in farming practices [1][2][3] - The Fuxi Farm, a pilot project by the Chinese Academy of Sciences, has been expanded to various regions, indicating a growing trend towards industrialization and marketization of smart agriculture [2][3] - The Ministry of Agriculture and Rural Affairs has established a Smart Agriculture Expert Advisory Committee to enhance strategic research and coordination, promoting the healthy development of smart agriculture [3][4] Group 2 - The "National Smart Agriculture Action Plan (2024-2028)" aims for a 30% agricultural production informationization rate by the end of 2026 and over 32% by the end of 2028 [4] - Smart farms are utilizing modern information technology to significantly improve labor productivity, resource utilization, and land output rates [3][6] - Innovations in smart agriculture include the development of intelligent greenhouses and automated feeding systems, which have led to a 30% reduction in water and fertilizer usage and a 33% increase in yield [5][6] Group 3 - The article highlights the ongoing efforts in building national smart agriculture innovation centers and key laboratories, which cover critical technology areas in smart agriculture [7] - The challenges faced in the widespread application of smart agriculture technologies include high costs and environmental factors, necessitating further innovation and breakthroughs [8][9] - The goal is to cultivate a cross-disciplinary talent pool to support the development and implementation of smart agriculture technologies [9]

中新网武汉7月6日电 (马芙蓉王驰骋)2025年湖北省海峡两岸数字赋农助力乡村振兴论坛6日在武汉举 行，来自两岸农业领域的高校专家、行业协会代表、企业代表等100多人，聚焦智慧农业分享发展经 验，寻找合作机遇。 此次论坛召开前，主办方走访在鄂台企，收集其在科技研发、农业生产方面的困难与需求，并联动专家 团队开展定向帮扶。论坛现场，华中农业大学、湖北省农业科学院等4家科研团队与4家台企代表，签署 了技术合作供需对接协议。 "这次参访交流发现湖北有丰富的农业资源及智慧农业设备。"台湾富丽农村发展基金会董事长龚世明介 绍，他看中湖北一家企业的植物智能培育设备，正洽谈采购细节。湖北"科技小院"人才培养模式，也让 他深受启发。 此次论坛是第十九届湖北·武汉台湾周交流活动之一，由湖北省科协主办。(完) （文章来源：中国新闻网） 湖北是农业大省，素有"鱼米之乡"美誉。借助数字技术、人工智能等新兴技术，湖北推进智慧农业发 展，在基础设施建设、技术应用、产业融合等方面，已取得系列成果。 此次论坛上，发布了湖北省智慧农业领域科技成果，促进供需对接。20多项成果涉及水稻、油菜、棉 花、番茄、柑橘、鱼类、生猪等农产品、水产品，涵盖生 ...

据港交所文件：潍柴雷沃智慧农业科技股份有限公司向港交所提交上市申请书。 ...

Core Viewpoint - The article highlights the advancements in smart agriculture technology, particularly focusing on the development of an automated fruit and vegetable harvesting robot, which significantly enhances efficiency and reduces labor dependency in agricultural production [1][3][10]. Group 1: Smart Agriculture Innovations - The smart agriculture factory at Beijing University of Technology features a fully automated production line for various crops, utilizing intelligent devices for all stages of production [1][10]. - The harvesting robot, a key innovation, has achieved record speeds in identifying, picking, and collecting fruits, with a single tomato being harvested in just 5 to 7 seconds [3][4][5]. - The robot's design includes a flexible, hollow mechanical arm that mimics human hand movements, allowing for gentle handling of delicate fruits without causing damage [5][6]. Group 2: Technological Development and Challenges - The development of the harvesting robot involved overcoming significant engineering challenges, particularly in maintaining the mechanical arm's stability and flexibility under various conditions [6][7]. - The team employed deep learning techniques to enhance the robot's visual recognition capabilities, achieving a positioning error of less than 5 millimeters [5][6]. - Continuous testing and optimization were crucial, with the team spending over 40 days in the greenhouse to refine the robot's performance [6][7]. Group 3: Future Prospects and Applications - The advancements in smart agriculture are expected to increase the self-sufficiency of vegetable production in Beijing, with plans for large-scale automated greenhouses [7][10]. - The research aligns with national goals to modernize agricultural practices and improve efficiency through technology [9][10]. - The innovations developed in this smart agriculture initiative are also being applied to other industries, enhancing automation and efficiency across various sectors [17][18].

Group 1: Digital Economy Forum - The 2025 Shanghai Cooperation Organization Digital Economy Forum will be held in Tianjin on July 10-11, aiming to deepen practical cooperation in the digital economy [1] - By the end of 2024, the core industry value added of China's digital economy is expected to account for about 10% of GDP [1] - Tianjin has been approved to establish a national digital economy innovation development pilot zone, promoting digital industrialization and industrial digitalization [1] Group 2: Artificial Intelligence Computing Center - The Tianjin Artificial Intelligence Computing Center has built a 300P AI computing power facility, serving 270 enterprises with a utilization rate of 91% [2] - The center focuses on industry-specific model development, with over 60% of demand coming from sectors like biomedicine and vehicle networking [3] - The center has achieved a full-chain innovation from computing power supply to application empowerment, enabling small and medium enterprises to overcome technological barriers [3] Group 3: Agricultural Innovation - The AIPA system developed by Kexin integrates IoT, big data, and AI to monitor and control crop growth environments, enhancing agricultural productivity [7][10] - The system can reduce labor by over 65%, increase production efficiency by 35%, and save 40% of water and fertilizer resources [11] - Kexin's technology has been applied in over 40 planting bases across multiple provinces, serving more than 5,000 acres [14] Group 4: Industrial Internet and Smart Manufacturing - The Xintian Steel Cold Rolled Sheet Company has received operational approval for its industrial internet identification and resolution secondary node, marking a significant step in digital transformation [15] - The company has connected 36 enterprises to its system, achieving over 10.2 million identification registrations and 68.1 million resolution requests [15] - The digital transformation has led to a significant reduction in labor requirements while increasing production capacity and quality [16] Group 5: Economic Growth and Policy Support - In the first quarter of 2025, Tianjin's core digital economy industries achieved revenue of 132.9 billion, a year-on-year increase of 12.2% [19] - The city has implemented policies to support computing power and promote AI development, creating over 400 benchmark projects in various sectors [19][20] - The digital economy's growth is supported by improved technological innovation, accelerated data infrastructure construction, and deepening urban digital transformation [20]