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托普云农:政策东风劲吹智慧农业赛道,多维布局抢占高标准农田建设新蓝海
Quan Jing Wang· 2025-05-07 12:50
Core Viewpoint - The company is positioned to benefit from national agricultural modernization policies and high-standard farmland construction initiatives, which present significant growth opportunities in the smart agriculture sector [1][2]. Group 1: Policy and Market Opportunities - The national strategy emphasizes agricultural modernization and aims to enhance comprehensive agricultural production capacity and ensure food security, creating numerous market opportunities for the company [1]. - By 2030, the goal is to establish 1.35 billion acres of high-standard farmland, with a vision to convert all eligible permanent basic farmland into high-standard farmland by 2035, indicating a substantial demand for smart agriculture technologies and products [1]. Group 2: Technological and Operational Advantages - The company has a strong advantage in technology research and development, focusing on cutting-edge technologies such as intelligent perception, machine vision, AI algorithms, and agricultural big data [2]. - It has developed an integrated data collection system to monitor agricultural conditions and provides decision support through proprietary algorithm models, showcasing its capability in project implementation [2]. - The company is committed to increasing R&D investment, optimizing existing products and services, and launching new technologies and products that align with market needs [2]. Group 3: Strategic Initiatives and Industry Leadership - To capitalize on policy-driven growth opportunities, the company is actively expanding its market presence and strengthening collaborations with government agencies, enterprises, and agricultural companies across various regions [2]. - The company aims to leverage its industry influence to participate in the formulation of relevant industry standards, thereby guiding the direction of industry development [2].
探寻产业发展“新引擎” | 上市公司抢滩数字农业赛道 “农把式”长出“智慧脑”
如今,传统农具早已实现"科技换装",它们以智能化、机械化、绿色化、多功能化的崭新形象活跃在田 野上。 中商产业研究院发布的数据显示,2024年,中国智慧农业市场规模约1050亿元,同比增长11.7%;2025 年,预计市场规模将达到1200亿元。目前,从生产应用场景来看,我国智慧农业生产主要以数字平台服 务和智慧种植为主,占比总和达67%,植保无人机、智慧养殖、农机自动驾驶占比分别为20%、12%、 1%。 当下,不少上市公司在智慧育种、智慧种植、农业机械智能化等方面都有自身的"精湛手艺"。 例如,袁隆平农业高科技股份有限公司(以下简称"隆平高科")聚焦种业主业,依托科技创新,已发展 成为以水稻、玉米、小麦三大主粮作物,及辣椒、黄瓜、谷子、食葵、甜瓜等专精特新作物为主业的综 合性跨国种业集团。 "公司在生物育种领域已具备较强的核心竞争力,信息技术作为辅助性工具已大量使用在生物育种领 域,并不断提高育种研发的门槛。公司也积极探索利用包括人工智能在内的信息技术在农业育种和种植 方面的应用,进一步优化育种效率,以科技力量助力农业发展。"隆平高科董秘胡博向《证券日报》记 者表示。 本报记者李雯珊 李如是 "时至立夏, ...
又一家上市公司“卖壳”,哈啰15亿收永安行!
梧桐树下V· 2025-04-24 12:40
文/梧桐小新 4月22日,永安行科技股份有限公司(永安行,603776)披露了关于控股股东、实际控制人及其一致行动人协议转让公司股份完成过户登记暨控制权发生变更的公 告。 2025年3月14日, 哈啰集团(HelloInc.及其控制的下属企业)全资子公司上海哈茂商务咨询有限公司 与孙继胜、常州远为投资中心(有限合伙)、索军、陶安平 及黄得云签署了《上海哈茂商务咨询有限公司与孙继胜、常州远为投资中心(有限合伙)、索军、陶安平、黄得云之股份转让协议》, 上海哈茂协议受让孙继胜 及其一致行动人常州远为,以及索军、陶安平及黄得云合计持有的32,721,710股上市公司流通股股份 (占上市公司总股本的13.67%,以上市公司截至2025年3月7 日的总股本239,398,038股为基础计算,下同)。 转让价款为450,250,729.60元。 2025年3月14日, 上海哈茂的实际控制人杨磊与上海云鑫创业投资有限公司 签署了《关于永安行科技股份有限公司之股份转让协议》, 杨磊拟通过协议转让方式 受让上海云鑫持有的14,363,882股上市公司流通股股份 (占上市公司总股本的6.00%)。 转让价款为219,480,11 ...
“AI智慧农业”赋能高青农业新质生产力发展
Qi Lu Wan Bao Wang· 2025-04-24 03:49
高青丰码渌鑫AI智慧农业示范园项目从2024年9月洽谈到今年2月全面投产,仅用5个月时间便实现"从签约到丰收"的跨越式发展,创造了 高青农业项目建设的"加速度"。 丰码科技是AI农业领域的佼佼者,由中国科学院姚期智院士创建,多次获得中国算力大会"算力之星"优秀技术突破奖等国家级荣誉。高 青丰码渌鑫Al智慧农业示范园通过丰码科技自主研发的"Unigro作物模型"和智能设备,实现了大棚环境精准调控、水肥一体化精准灌 溉,呈现出一幅智慧农业丰收在望的生动场景。 齐鲁晚报.齐鲁壹点胡允鹏 4月23日,高青县举行丰码渌鑫AI智慧农业示范园项目成果展示暨技术推广活动。现场,丰码科技负责人系统展示了智能环境调控、水 肥一体化灌溉等核心技术;4位种植大户代表与示范园的签约合作。 "高青县丰码渌鑫AI智慧农业示范园项目是木李镇贯彻落实县委'乡村振兴'战略和'农业现代化'部署的标杆工程,前期,木李镇多次赴丰 码总部洽谈对接,并成立项目专班,全力服务保障项目落地,实现了从第一次洽谈到项目建成5个月完成的突破,这也让我们有更大信心 推动农业新质生产力发展。"木李镇党委副书记、镇长张朋说。 张朋表示,下一步,高青县木李镇将深化与丰码的 ...
智慧农业小巨人托普云农2024年净利1.23亿增7.35% AI大模型打开增长新空间
Quan Jing Wang· 2025-04-22 01:55
智慧农业的发展离不开政策支持。自2014年以来,中央一号文件连续多年强调"农业信息化""农业现代 化"等内容。2024年10月,农业农村部印发《全国智慧农业行动计划(2024-2028年)》,明确提出到 2026年和2028年底,农业生产信息化率要分别达到30%和32%以上。2025年中央一号文件再次强调要支 持发展智慧农业,拓展人工智能、大数据等技术的应用场景。 在政策引导下,各地农业主管部门加大在智慧农业领域的财政投入,以政府采购或向农业生产者补贴等 方式购置相关产品和服务,为智慧农业企业提供了广阔的市场空间。 在实现业务发展的同时,公司也注重股东回报。根据2024年度利润分配预案,公司拟以现有股本8528万 股为基数,向全体股东每10股派发现金红利5.865元(含税),合计派发现金红利5001.67万元(含 税),分红比例约40.5%,体现了公司共享发展成果的理念。 在国家大力推进农业现代化与乡村振兴的战略背景下,智慧农业行业正迎来前所未有的发展机遇。作为 国家级专精特新"小巨人"企业和国家高新技术企业,托普云农(301556.SZ)交出了一份亮眼的成绩 单:2024年,公司资产总额突破11.96亿元, ...
插上科技翅膀:一块显示屏背后的农业增收密码
Zheng Quan Shi Bao· 2025-04-21 21:59
Core Viewpoint - The integration of technology into agriculture, particularly through smart agriculture, is essential for revitalizing the agricultural sector in China, as highlighted in recent government documents and local initiatives [1][4]. Group 1: Smart Agriculture Development - The "Phoenix Mountain Cooperative" in Lishu County has significantly improved labor productivity and reduced agricultural input costs through the implementation of a smart agriculture control system [2][3]. - The control system includes various technological components such as intelligent monitoring, IoT management, and agricultural ERP systems, which enhance operational efficiency and decision-making [2][3]. - The labor productivity has improved from approximately 3 days per hectare to 1.87 days per hectare, and the cost of agricultural inputs has decreased from 3,500 yuan per hectare to 3,000 yuan per hectare [3]. Group 2: Technological Integration and Benefits - The smart agriculture model in Lishu County has led to a more efficient use of resources, with the potential to increase corn yield from 25,000 jin per hectare to 27,000 jin per hectare, aiming for 30,000 jin per hectare in the current year [3]. - The "Lishu Model" promotes environmentally friendly agricultural practices, such as no-till planting and full straw coverage, which have expanded from 3.66 million mu in 2020 to 6.23 million mu by 2024 [6]. - The integration of modern information technology into agricultural processes is expected to enhance soil quality and reduce erosion, thereby improving overall agricultural sustainability [7][8]. Group 3: Challenges and Solutions - Despite the advancements, the development of smart agriculture faces challenges such as high initial investment costs and a lack of skilled labor due to rural depopulation [8][9]. - Local governments are seeking to attract social capital and diversify investment mechanisms to support smart agriculture projects [10]. - Efforts are being made to recruit talent and provide training programs to address the shortage of skilled workers in the agricultural sector [10].
AI赋能农业新质生产力研讨交流活动成功举办
Nan Fang Nong Cun Bao· 2025-04-18 11:05
Core Viewpoint - The event "AI Empowering New Quality of Agricultural Productivity Seminar" successfully highlighted the integration of AI technology in agriculture, emphasizing its potential to enhance productivity, ecological value, and social awareness in the sector [3][4][22]. Group 1: Event Overview - The seminar took place on April 18 during the "2025 Food Expo · Pre-Expo · Agricultural Expo," with over 100 representatives from government, enterprises, academia, research, and media attending [4][5]. - The event aimed to explore how AI can coexist with technology and culture to activate agricultural productivity and create a new quality paradigm with Guangdong characteristics [6][19]. Group 2: Policy Alignment - The seminar aligns with national policy directions, particularly the recently issued "Plan for Accelerating the Construction of an Agricultural Power (2024-2035)," which emphasizes developing independent intellectual property rights in smart agriculture and enhancing the digital productivity of agriculture and rural areas [8][9][10]. Group 3: AI in Agriculture - Experts discussed the vast potential of AI in agriculture, highlighting its ability to transform traditional practices and improve efficiency [19][20]. - The event showcased various applications of AI in agriculture, including smart pig farming and intelligent weeding robots, which demonstrate significant advancements in agricultural practices [37][40]. Group 4: Expert Insights - Yang Ming, a prominent figure in the field, stressed the importance of accurately judging future trends and adapting quickly, noting the immense potential of biological perception intelligence in agriculture [25][28]. - The president of the Shenzhen Artificial Intelligence Industry Association emphasized the necessity of institutional innovation and policy support to foster smart agriculture [32][34]. Group 5: Practical Applications - Real-world applications of AI in agriculture were presented, such as the integration of AI in pig farming to automate breeding cycles and reduce management costs, and the use of intelligent weeding robots for efficient and environmentally friendly weed control [37][39]. - Guangdong Unicom's chief expert shared insights on building AI capabilities to drive digital transformation in agriculture, utilizing digital humans for marketing and promoting local agricultural products [42][45]. Group 6: E-commerce Integration - The integration of AI in e-commerce was highlighted as a key area for enhancing agricultural product sales, with examples of how AI can improve user experience and support small businesses [52][69]. - The transition from traditional e-commerce to AI-driven platforms was discussed, showcasing the potential for increased efficiency and user engagement [56][58]. Group 7: Future Directions - The seminar provided a platform for showcasing agricultural technology advancements and exploring future development directions, indicating that AI will play a crucial role in achieving high-quality agricultural development and supporting rural revitalization strategies [77][78].
颐丰智农 2024 年度募集资金 1.5 亿,使用情况公布
Sou Hu Cai Jing· 2025-04-17 17:12
截至 2024 年 12 月 31 日,公司及其子公司分别有 1 个募集资金专户,募集资金专户存放情况为合计 150,000,000.00 元,余额 39,615,113.47 元。 2024 年度募集资金使用用途和金额方面,募集资金总额 150,000,000.00 元,净额 150,000,000.00 元,加 利息收入 15,128.47 元,用于偿还借款 110,000,000.00 元,补充流动资金 400,015.00 元,截至 2024 年 12 月 31 日募集资金余额 39,615,113.47 元。公司未提前使用募集资金,且无募集资金用途变更情况。 2025年4月18日, 申万宏源证券承销保荐有限责任公司作为广东颐丰智慧农业股份有限公司(以下简称"颐丰智农")的主 办券商,对其 2024 年度募集资金的存放与使用情况进行了专项核查。 2024 年 10 月 14 日,公司召开第三届董事会第十八次会议,审议通过相关议案,并于 2024 年第七次临 时股东大会审议通过。公司本次定向发行不超过 2,500 万股新股,股票发行价格为人民币 6 元/股,募 集资金总额为人民币 1.5 亿元,募集资金 ...
从哲学智慧到商业实践:"月印万川"照亮中骥建设集团出海之路
Sou Hu Wang· 2025-03-31 02:14
Group 1 - The core viewpoint of the article emphasizes the dual nature of opportunities and challenges faced by Chinese enterprises in their international expansion, highlighting the role of the Moon Print Wanchuan International Public Welfare Foundation as a supportive guide and navigator for these companies [1][3] - The foundation has established a global resource network covering over 120 countries, facilitating the successful implementation of more than $5 billion in overseas projects, thereby positioning itself as a crucial player in aiding Chinese enterprises' international ventures [3][4] - Founded in 2014, the foundation has garnered support from over 100 domestic enterprises, establishing strong partnerships with more than 120 embassies and numerous governments worldwide, and has engaged in various social welfare projects across multiple countries [3][4] Group 2 - The Moon Print Wanchuan International Public Welfare Foundation integrates the philosophy of inclusivity and mutual benefit from Confucian classics into its strategy for assisting enterprises in expanding into international markets [4] - The foundation's unique "public welfare credit endorsement" mechanism provides comprehensive support, including market research, policy consultation, and financial security, effectively safeguarding enterprises' investments and personnel abroad [4] - The foundation's chairman emphasizes that true globalization involves a resonance of values rather than a one-way capital outflow, indicating a shift towards a new model of international business that intertwines social responsibility with commercial competitiveness [4] Group 3 - The case of Zhongji Construction Group illustrates the significant support provided by the Moon Print Wanchuan International Public Welfare Foundation, enabling the company to achieve notable success across various sectors, including renewable energy and smart agriculture [5][6] - In the renewable energy sector, Zhongji Construction Group has developed multiple large-scale ground power station projects, achieving a total development scale of 6GW, thanks to the foundation's extensive overseas resources [6] - The group has also innovated in smart agriculture by creating customized smart farms in regions like Central Asia and Eastern Europe, utilizing advanced technologies and a comprehensive service model to enhance agricultural productivity [7] Group 4 - The article concludes with a positive outlook on the future of private enterprises in China, suggesting that the Moon Print Wanchuan International Public Welfare Foundation is reshaping the underlying logic of international expansion for Chinese companies, transitioning them into a new era of globalization characterized by shared values and social responsibility [8]
“精准匹配+AI政策解答+免费住宿” 贴心服务“护航”高校毕业生更好就业
Yang Shi Wang· 2025-03-24 07:34
Group 1 - Multiple youth organizations are hosting recruitment events to enhance employment opportunities for college graduates, collaborating with over 500 companies to offer more than 15,000 job positions in various sectors such as electronic information, new energy, and biomedicine [1] - Competitive salary packages are being offered by companies to attract talent, with specific roles such as welding technology engineers and smart manufacturing engineers being highlighted [2] - Various regions are establishing and upgrading youth stations and talent apartments to provide free accommodation and one-stop services for graduates seeking jobs, thereby reducing their job search pressure [3][9] Group 2 - Youth stations are providing integrated job services, including on-site recruitment events and real-time job information updates through smart employment machines, which also feature AI policy explanation functions [5] - Educational initiatives such as night classes are being organized at youth stations to teach job etiquette and interview skills, enhancing graduates' competitiveness in the job market [7] - In regions like Shenzhen and Fuzhou, policies have been implemented to extend the duration of free accommodation for job-seeking graduates, with some areas offering up to 12 months of free housing [9]