Core Viewpoint - The Sichuan Provincial Agricultural and Rural Affairs Department has issued the "Sichuan Smart Agriculture Action Plan (2025-2028)", aiming to enhance smart agricultural services and establish high-level smart farms, pastures, and fish farms by 2028 [1] Group 1: Smart Agriculture Development - Sichuan has initiated three major actions with ten key tasks to improve public service capabilities, expand key areas, and innovate applications in smart agriculture [1] - By 2028, the plan targets the establishment of 200 high-level smart farms, 50 smart pastures, and 20 smart fish farms across the province [1] Group 2: Technological Integration in Agriculture - Smart agriculture will incorporate technology throughout the entire agricultural process, including seedling cultivation, pest detection, and mechanized operations [2] - The use of drones for planting can cover 50 acres in a single day, significantly enhancing efficiency [2] - Smart farms will utilize environmental monitoring, precise management of water, fertilizers, and pesticides, and intelligent machinery to improve crop production [2] Group 3: Smart Pastures and Fish Farms - Smart pastures will focus on livestock such as pigs, cattle, and sheep, employing technologies for monitoring health, disease diagnosis, and automated feeding [2] - Five smart fish farms will be established, focusing on specific fish species and incorporating monitoring and management systems [3] Group 4: Data Platform Construction - Sichuan plans to build a provincial agricultural and rural big data platform to facilitate data sharing and integration across various departments [4][5] - The platform will enable dynamic regulation and precise allocation of resources like water, fertilizers, and pesticides through data analysis [5] - A unified agricultural land map will be created, providing detailed digital records for each piece of land, enhancing land use efficiency [5] Group 5: Local Implementation and Expectations - Local leaders express optimism that the establishment of digital records will significantly improve land development and utilization efficiency, helping to maintain arable land boundaries [6]

智慧农业正在成为发展农业新质生产力的重要抓手。政策层面，2025年中央一号文件提出，支持发展智 慧农业，拓展人工智能、数据、低空等技术应用场景。此外，《农业农村部关于大力发展智慧农业的指 导意见》《全国智慧农业行动计划（2024—2028年）》等也为智慧农业发展提供了明确指导与支持。企 业层面，越来越多的农业科技企业，正在依托人工智能等新兴技术赋能农业生产，实现水肥一体化、精 准灌溉等智慧农业应用场景的深化与拓展。 成立于2019年的麦麦科技集团（简称麦麦科技）是用科技赋能农业产业与消费的智慧生态平台，总部位 于北京中关村核心园。近日，麦麦科技宣布完成Pre-A轮融资，募资金额超过1亿元，估值规模超过11亿 元。作为首个农业AI方向国家级专精特新"小巨人"企业，麦麦科技连续五年实现200%的营收和净利润 增长，研发的作物生长模型涵盖15个大品类200多个小品类近千个垂直场景。 南方财经 21世纪经济报道记者舒晓婷 一家初创企业何以在智慧农业赛道形成竞争优势？长远来看，中国农业加快智慧转型可能需要解决哪些 痛点？ 围绕上述话题，21世纪经济报道记者近日对麦麦科技集团创始人、董事长兼CEO李楠进行了专 访。 李楠 ...

值得一提的是，大会期间，中国（浙江、广西）—印度尼西亚贸易投洽谈会作为第22届中国—东盟商务 与投资峰会系列活动之一在南宁举办。"此次洽谈会吸引了160余家浙江和印尼的企业参与，现场达成9 个合作意向，涉及金额8亿元人民币。"浙江省贸促会副会长林炜介绍道，"印尼已成为浙江对外投资额 排名第一的国家。" 0:00 21世纪经济报道记者 易佳颖 实习生刘是卓 南宁报道 9月17日至21日，为期5天的第22届中国—东盟博览会在南宁举行，长三角多城踊跃参展。 "今年1-7月，南京对东盟国家投资1.67亿美元，占全市对外投资比重的25%，在东盟投资的企业家有67 家，占全市境外投资企业的25%。"江苏省委常委、南京市委书记周红波介绍道，"今年上半年，南京承 接东盟国家服务外包执行额达8.6亿美元，是在去年大增50%的基础上继续增长22%。" 在本届东博会上，江苏省不仅有独立展台，南京还首次以城市代表团身份参展，在AI专馆设置专区， 10家本土企业集中展示机器人、AI视听等领域创新成果。与此同时，南京首次举办中国—东盟开放合 作推介会，推介南京开放环境与人工智能产业。 在推介会上，周红波进一步表示，这些数据充分表明，广西 ...

Core Viewpoint - Smart agriculture is a crucial component of new productive forces in agriculture and represents a strategic high ground for building a strong agricultural nation [1] Group 1 - Smart agriculture standards are essential technical support for promoting high-quality development in smart agriculture and are a vital part of national foundational standards [1] - The guidelines aim to accelerate the establishment of a smart agriculture standard system in China, enhancing the level of standardization work [1] - The initiative is in line with the implementation of various national plans and guidelines, including the "Accelerating the Construction of a Strong Agricultural Nation Plan (2024-2035)" and the "National Standardization Development Outline" [1]

Core Insights - The article highlights the significant investment in China's smart agriculture sector, with Beijing Maimaiqugeng Technology Co., Ltd. securing a Pre-A round investment of 100 million yuan, marking the largest financing in this field to date [1] - The founder of Maimai Technology believes that AI applications in agriculture present a unique opportunity for rapid advancement, as the sector can adopt the latest technologies without the burden of outdated systems [1][2] Company Overview - Maimai Technology, established in 2015, focuses on empowering the agricultural industry through technologies such as AI, cloud computing, blockchain, and IoT [2] - The company categorizes its technological applications into three areas: "eyes" for data collection, "brain" for analysis and decision-making, and "hands" for implementation [2][3] Market Position and Strategy - Maimai Technology aims to differentiate itself by focusing on the "brain" aspect, developing tailored models for various crops to address specific agricultural needs [3][4] - The company has collaborated with multiple large model companies to integrate open-source capabilities into agricultural scenarios, developing models for over 200 crop varieties and nearly 1,000 vertical scenarios [4] Competitive Landscape - The main competitors in the "AI + agriculture" space include top international research institutions, leading biotech companies, domestic research institutions, and emerging companies with backing from major tech firms [5][6][7] - Maimai Technology's unique selling proposition lies in its business model, which emphasizes accountability for results and has led to successful projects in various agricultural settings [7][8] Market Demand and Trends - The demand for agricultural technology is strong, with a project-to-lead ratio of 1:10, indicating a robust market interest [9] - The industry is experiencing a "golden age" due to favorable economic conditions and rapid advancements in technology, which have significantly reduced costs for agricultural innovations [9] Challenges and Opportunities - Key challenges facing the industry include a lack of standards across the agricultural supply chain, a shortage of interdisciplinary talent, and the need for increased capital investment [10][11][12] - Maimai Technology plans to allocate 80% of its recent funding towards research and development, focusing on building models for over 300 advantageous crop varieties in China [12][14] Future Directions - The company aims to establish competitive capabilities against foreign firms within 2-3 years, focusing on crops where China is either the largest producer or consumer [14]

Core Viewpoint - The stock of Congyu Agricultural (00875) has increased by over 5%, reaching a rise of 7.69% to HKD 0.56, with a trading volume of HKD 10.6578 million, following a strategic partnership announcement in the low-altitude economy and digital agriculture sectors [1] Group 1: Company Developments - Congyu Agricultural's wholly-owned subsidiary, South China Navigation Low-altitude Industry Investment (Shenzhen) Co., Ltd., has entered into a strategic cooperation with Atmospheric IoT Technology (Guangzhou) Co., Ltd. and South China Digital Agriculture Technology (Shenzhen) Co., Ltd. [1] - The collaboration focuses on the deep integration of low-altitude economy and digital agriculture, which is expected to further expand Congyu Agricultural's presence in the smart agriculture sector [1] Group 2: Industry Insights - Southwest Securities has released a research report indicating that national strategies are concentrating on the new track of low-altitude economy, with applications in low-altitude logistics and tourism leading the way, while other fields are also actively exploring opportunities [1] - The low-altitude economy industry chain is showing a clear trend towards large-scale development [1] - Guotai Junan believes that policies related to the low-altitude economy are gradually being refined, leading to an increasingly mature industry [1] - As the industry continues to grow, companies that position themselves within the relevant industry chain are expected to benefit first, highlighting their investment value [1]

Group 1 - The core viewpoint of the article highlights the significant rise in the stock price of Tongyu Agriculture (00875), which increased by over 5% and reached a peak of 7.69%, trading at 0.56 HKD with a transaction volume of 10.6578 million HKD [1] - Tongyu Agriculture's wholly-owned subsidiary, South China Navigation Low-altitude Industry Investment (Shenzhen) Co., Ltd., has entered into a strategic partnership with Atmospheric IoT Technology (Guangzhou) Co., Ltd. and South China Digital Agriculture Technology (Shenzhen) Co., Ltd. This collaboration focuses on the deep integration of low-altitude economy and digital agriculture, potentially expanding Tongyu Agriculture's presence in the smart agriculture sector [1] - Southwest Securities has released a research report indicating that national strategies are focusing on the new track of low-altitude economy, with applications in low-altitude logistics and tourism leading the way, while other fields are also actively exploring opportunities [1] Group 2 - The low-altitude economy industry chain is showing a clear trend towards large-scale development, with related policies gradually being refined, leading to an increasingly mature industry [1] - Guotai Junan believes that as the industry continues to expand, companies that position themselves within the relevant industry chain will be the first to benefit, highlighting the investment value in this sector [1]

Group 1 - The core viewpoint of the articles emphasizes the acceleration of digital transformation in agriculture through the implementation of artificial intelligence technologies, which injects new vitality into traditional agriculture [1][5] - The integration of emerging technologies with traditional agriculture is crucial for promoting the application of AI in breeding, planting, and breeding processes, aiming for a platform-based and intelligent agricultural development [2][5] - Significant technological achievements have been made in smart agriculture, with AI-enabled innovations covering the entire agricultural production process, leading to substantial cost savings and increased yield [3][5] Group 2 - Companies should strategically plan their intellectual property (IP) to align algorithm innovations with specific agricultural applications, actively applying for patents and protecting core technologies [4] - Industry organizations are encouraged to accelerate the establishment of technical standards for smart agriculture and enhance the competitive edge of domestic enterprises in international markets through standard essential patents [5] - The development of smart agriculture is expected to trend towards comprehensive, collaborative, and widespread adoption, with AI technologies covering the entire agricultural chain from breeding to traceability [5]

Core Viewpoint - 麦麦科技集团 has completed a pre-A round financing exceeding 100 million yuan, with a valuation surpassing 1.1 billion yuan, marking it as the largest early-stage financing in the smart agriculture sector recently [1] Group 1: Financing and Growth - The financing round was backed by investors including 启鸿育远, 星连资本, 春光里, and 鸿链启元, along with participation from existing shareholders [1] - 麦麦科技 has achieved a doubling of both revenue and net profit for six consecutive years, with a portfolio of 15 major categories and over 200 subcategories, totaling nearly 1,000 vertical scene models [1] Group 2: Business Model and Strategy - The company operates under a "technology + consumption" dual-driven model, addressing the "last mile" challenge in technology implementation within agriculture [2] - 麦麦科技 aims to provide a complete service loop by not only delivering advanced technology but also assisting clients in marketing their high-quality agricultural products [2][3] Group 3: Technological Innovation - The company focuses on developing "small large models" that target specific scenarios and crops, aiming to solve practical issues in agriculture rather than creating generic models [5] - 麦麦科技 has established itself as a leader in the digital transformation of agriculture, providing AI decision-making and customized smart farm development services to over 100 agricultural production units across the country [5][6] Group 4: Future Plans - The company plans to expand its business footprint towards Southwest, East China, and South China, with a goal to become a global leader in smart agriculture capabilities by 2026 to 2030 [6]

Core Viewpoint - The strategic cooperation between the wholly-owned subsidiary of Tongyu Agricultural (00875) and two technology companies aims to integrate low-altitude economy with digital agriculture, potentially expanding the company's presence in the smart agriculture sector [1][2] Group 1: Strategic Cooperation - On September 17, Tongyu Agricultural's subsidiary reached a strategic partnership with two companies focusing on low-altitude economy and digital agriculture [1] - This collaboration is expected to enhance the company's layout in the smart agriculture sector [1] Group 2: Market Reaction - Following the announcement of the strategic cooperation, Tongyu Agricultural's stock price surged, with an intraday increase of over 50% on September 17 [1] Group 3: Recent Capital Operations - On September 12, Tongyu Agricultural announced a placement of approximately 91.02 million shares at HKD 0.29 per share, representing a discount of about 13.4% from the closing price [1] - The net proceeds of approximately HKD 25.9 million will be allocated as follows: about 30.9% for developing an agricultural vertical e-commerce platform and low-altitude economy, nearly 57.9% for loan repayment, and the remainder for general working capital [1] Group 4: Industry Context - The national push for low-altitude economy and smart agriculture is supported by policies in various regions, including Guangxi, Heilongjiang, and Fujian [1] - The integration of low-altitude economy with agriculture is shown to significantly enhance production efficiency and precision while reducing costs [1] - Experts indicate that this integration facilitates the transformation of traditional agriculture from "experience-based planting" to "digital planting," providing new momentum for modern agricultural development [1]