为深入学习贯彻习近平总书记在我省考察时重要讲话精神和关于河南工作的重要论述，省委十一届九次 全会提出，奋力建设农业强省、制造强省、数智强省、交通强省、文旅强省。奋力建设"五个强省"，是 我省紧密结合科技与产业发展趋势的积极作为，是坚定信心推动高质量发展、为全国大局作出新的更大 贡献的责任担当。全省上下应立足河南发展实际，积极作为，奋力建设"五个强省"，为奋力谱写中原大 地推进中国式现代化新篇章奠定强大物质技术基础。 扛稳责任发挥优势奋力建设农业强省 强国必先强农，农强方能国强。习近平总书记考察河南时强调，要着力建设现代化产业体系和农业强 省，并提出加强耕地保护和建设，扛牢粮食安全责任，延伸现代农业产业链条，以城乡融合发展带动乡 村全面振兴，促进城乡共同富裕。 建设农业强省的责任与优势 建设农业强省是河南的责任担当。河南作为农业大省，农业特别是粮食生产对全国影响举足轻重，在保 障国家粮食安全、实现乡村全面振兴、推动农业强国建设方面肩负着特殊的使命和责任。加快建设农业 强省既是习近平总书记对河南提出的重大要求和重点任务，也是河南扛好挑大梁责任的应有之义和必然 要求。 河南具有建设农业强省的强大优势。河南是农业大省 ...

Core Viewpoint - The financial institutions are actively supporting the summer grain harvest by providing specialized financial services to ensure sufficient credit supply and facilitate the entire agricultural production chain [1][2][3]. Financial Support for Grain Harvest - Banks are optimizing financial supply to meet the concentrated funding needs of grain enterprises, ensuring that credit is available for grain storage and agricultural inputs [2]. - Major state-owned commercial banks are taking the lead in focusing on grain-producing areas, assessing funding needs, and arranging special credit plans [2]. - In Jiangsu, as of the end of May, the balance of inclusive agricultural loans reached 12.6 trillion yuan, with loans in key grain areas amounting to 454.345 billion yuan [2]. Agricultural Loan Initiatives - In Dong'a County, the Agricultural Bank's financial service team is actively engaging with farmers to understand their funding needs, resulting in a total of 72.62 million yuan in grain purchase loans granted to 90 households [3]. - The Agricultural Bank of Shandong Province reported a county loan balance of 573.3 billion yuan, an increase of 25.3 billion yuan since the beginning of the year [3]. Mechanization and Financial Challenges - Over 800,000 combine harvesters were deployed nationwide during the summer harvest, with a mechanization rate exceeding 75% [4]. - Despite the advancements, agricultural machinery dealers face financing difficulties due to long production cycles and slow downstream payments [4]. Innovative Financial Solutions - The Bank of China in Zhumadian has introduced an ecological chain service for agricultural machinery, providing comprehensive credit of 5 million yuan to address funding challenges [5]. - As of May 31, the bank has issued 1.25 billion yuan in agricultural machinery loans to support various aspects of the industry [6]. Digital Financial Services - Digital financial services are playing a crucial role in the summer harvest, with banks simplifying loan approval processes and ensuring rapid fund disbursement [6]. - Large state-owned banks are utilizing IoT and big data to offer online agricultural services, enhancing efficiency in serving farmers [6]. Future Directions for Agricultural Finance - There is a need to advance the digital transformation of agricultural credit services, utilizing big data to create agricultural credit profiles [7]. - Improving rural digital infrastructure and enhancing the adoption of digital financial services are essential for better support of agricultural financing [7].

Group 1 - The core viewpoint emphasizes the importance of agricultural machinery in ensuring stable grain production, with financial institutions like Yucheng Rural Commercial Bank playing a crucial role in supporting farmers through tailored financial services [1][2] - Yucheng Rural Commercial Bank has established a green loan channel specifically for agricultural machinery production and sales, facilitating the procurement of machinery for summer harvest and planting [1][2] - The bank has implemented various financial products such as "Agricultural Machinery Loan," "Grain Production Increase Loan," and "Grain Purchase Loan" to support the agricultural machinery industry and grain-related enterprises [2] Group 2 - The bank's proactive approach includes forming a dedicated task force to analyze the credit situation for the summer agricultural season and develop a targeted credit funding plan [2] - Financial support measures include differentiated credit support, preferential loan rates, and fee reductions for key agricultural stakeholders such as machinery suppliers, grain processing enterprises, and family farms [2] - The bank aims to enhance the efficiency of credit operations by providing both online and offline financial services, ensuring timely allocation of financial resources to critical agricultural sectors [2]

Core Viewpoint - Weichai Power plans to spin off its subsidiary Weichai Lovol Smart Agriculture Technology Co., Ltd. for an IPO on the Hong Kong Stock Exchange, following a previous unsuccessful attempt to list on the Shenzhen Stock Exchange [1][10]. Company Overview - Weichai Lovol, headquartered in Weifang, Shandong Province, was established in 2004 and rebranded in 2022 to focus on agricultural machinery and smart agriculture services [4]. - The company is primarily owned by Weichai Power and Weichai Holdings, controlling approximately 88.36% of the voting rights [4]. Financial Performance - Weichai Lovol reported revenues of approximately CNY 159.5 billion, CNY 146.76 billion, and CNY 173.93 billion for the years 2022, 2023, and 2024, respectively, with net profits of CNY 7.72 billion, CNY 8.71 billion, and CNY 9.57 billion during the same period [5][6]. - The company has a high debt-to-asset ratio exceeding 80%, with figures of 83.4%, 80.44%, and 80.24% over the reporting period [14]. Market Position - Weichai Lovol leads the Chinese agricultural machinery market with a sales revenue of CNY 174 billion in 2024, capturing a market share of approximately 21.2% [5]. - The company ranks first in various segments, including tractors (22.6% market share), harvesting machinery (53.5% market share), and intelligent harvesting machinery (66% market share) for 2024 [6]. Dividend Policy - The company has a history of significant cash dividends, totaling over CNY 20 billion in the past five years, with recent dividends of CNY 2.29 billion announced in June 2025 [13][14]. - The cash dividends in 2021 and 2022 were CNY 7.8 billion and CNY 9.61 billion, respectively, exceeding the net profits for those years [13]. IPO Plans - Weichai Lovol's IPO application was submitted to the Hong Kong Stock Exchange after a previous attempt to list on the Shenzhen Stock Exchange was withdrawn in April 2024 [9][10]. - The funds raised from the IPO are intended for the construction of a new high-end agricultural machinery production base, smart upgrades of existing production lines, and international logistics for high-end agricultural equipment [14].

综上，潍柴动力、潍柴控股和山东重工合计控制潍柴雷沃约88.36%的投票权。 星标 ★ IPO日报 精彩文章第一时间推送 近日，千亿巨头潍柴动力（000338.SZ，02338.HK）发布公告，宣布计划将其子公司潍柴 雷沃智慧农业科技股份有限公司（下称"潍柴雷沃"）分拆至香港联合交易所主板上市。 而潍柴雷沃已于6月20日向港交所递交了上市申请，拟主板上市，中金公司是其保荐机构。 这家谋求创业板上市未果的中国农机龙头资产负债率高达80%以上，但近四年多次大额分 红，累计现金分红超18亿元，另外，其在今年6月宣布再分红2.29亿元，加起来共超过20亿 元，引发市场关注。 AI制图 龙头来IPO了 资料显示，潍柴雷沃总部位于山东省潍坊市坊子区，其历史可追溯至2004年，当时名为山东 福田重工股份有限公司。 2022年，公司更名为潍柴雷沃，以专注于农机产品及智慧农业服务相关业务。 经过一系列股份转让及增资后，截至2025年6月15日，潍柴雷沃分别由潍柴动力和潍柴控股 持有约61.1%和27.26%的股权。潍柴动力由潍柴控股持有约16.32%的股权，而潍柴控股则 由山东重工全资拥有。 潍柴雷沃已打造了一套涵盖农业生产全周 ...

Core Viewpoint - China's agricultural sector is transitioning from traditional to modern agriculture, with a significant opportunity for smart agricultural machinery and solutions due to limited arable land and high import dependence on certain crops [1][2]. Group 1: Company Overview - Weichai Lovol is a subsidiary of Weichai Power, focusing on smart agricultural solutions, with projected revenue of approximately 17.4 billion RMB in 2024 [3][4]. - The company has a history dating back to 2004 and is headquartered in Weifang, Shandong Province, with major shareholders including Weichai Power and Weichai Holdings [4][5]. Group 2: Financial Performance - Weichai Lovol has distributed over 1.8 billion RMB in dividends prior to its IPO, with 2022 dividends exceeding net profits for that year [5][6]. - The company's revenue for the years 2022, 2023, and 2024 was approximately 15.95 billion RMB, 14.68 billion RMB, and 17.39 billion RMB, respectively, with net profits of about 772 million RMB, 871 million RMB, and 957 million RMB [12][14]. Group 3: Market Position and Competition - In 2024, Weichai Lovol is expected to lead the domestic agricultural machinery sales with a market share of approximately 21.2%, generating 17.4 billion RMB in sales [19]. - The Chinese agricultural machinery market is still in its early stages, with smart agricultural machinery sales projected to reach about 11.84 billion RMB in 2024, indicating significant growth potential [16][19]. Group 4: Business Model and Product Offering - Weichai Lovol's business includes complete sets of smart agricultural machinery and services, with over 98% of revenue derived from agricultural machinery sales [7][9]. - The product range includes tractors and harvesting machinery, with tractors and harvesting equipment accounting for 52.1% and 40.8% of revenue in 2024, respectively [9][12]. Group 5: Regulatory and Market Challenges - The company faces challenges related to regulatory changes, such as the upgrade from National III to National IV emission standards, which may impact production costs and sales [13][19]. - Weichai Lovol's asset-liability ratio was high at 83.4%, 80.4%, and 80.2% for the years 2022, 2023, and 2024, respectively, indicating potential financial risks [14][15].

Group 1: Weiwodun Petroleum Technology Co., Ltd. - Weiwodun is founded by an alumnus of Southwest Petroleum University and has initiated IPO counseling with ShenGang Securities, aiming for an IPO on the Beijing Stock Exchange [3] - Established in April 2006, Weiwodun is a national-level specialized and innovative "little giant" enterprise focusing on the R&D, production, and sales of oil and gas extraction reservoir modification agents and tools [4] - The company has experienced significant revenue fluctuations, with projected revenues of 146 million, 171 million, 166 million, and 225 million yuan from 2021 to 2024, and net profits declining for two consecutive years [4] Group 2: Aisida Aerospace Technology Co., Ltd. - Aisida Aerospace has completed IPO counseling with CITIC Securities, targeting an IPO on the Sci-Tech Innovation Board [6] - Founded in 2018, Aisida specializes in lightweight structures and functional products made from carbon fiber composite materials, primarily producing rocket fairings [6][7] - The company has supported multiple successful rocket launches, including significant missions for various commercial aerospace companies [7] Group 3: Xinnowei Pharmaceutical Technology Co., Ltd. - Xinnowei has submitted its IPO counseling materials, aiming for an A-share listing with Guotai Junan as the counseling institution [14] - Established in May 2017, Xinnowei focuses on innovative drug development in oncology, multi-drug resistant bacterial infections, and metabolic diseases, with 10 drug candidates in clinical research [14] - The company has raised over 2 billion yuan in funding since its inception, with significant investments from various venture capital firms [15] Group 4: Zhongke Innovation Technology Co., Ltd. - Zhongke Innovation has submitted its IPO counseling report to the Hubei Securities Regulatory Bureau, with Dongwu Securities as the counseling institution [16] - Founded in April 2003, the company specializes in non-destructive testing equipment and customized solutions, achieving revenue growth of 15% over two years [17] Group 5: Youbang Radiator (Changshu) Co., Ltd. - Youbang has completed IPO counseling with CITIC Securities, planning to list on the Beijing Stock Exchange [18] - Established in 1997, Youbang is a leading manufacturer of transformers and radiators, holding an 18.9% market share in China [19] - The company has shown consistent revenue growth, with projected revenues of 235 million, 277 million, and 315 million yuan from 2022 to 2024 [20] Group 6: Baimaike Medical Technology Co., Ltd. - Baimaike has submitted its IPO counseling materials to the Hainan Regulatory Bureau, with Changcheng Securities as the counseling institution [21] - The company specializes in surgical medical devices and peptide pharmaceutical equipment, with a focus on innovative product development [22] - Baimaike has achieved revenues of 90.67 million, 174 million, and 185 million yuan from 2022 to 2024, with a significant market presence in absorbable surgical sutures [23] Group 7: Ruiniu Co., Ltd. - Ruiniu has submitted its IPO counseling materials to the Jiangsu Regulatory Bureau, with Everbright Securities as the counseling institution [25] - Founded in 2006, Ruiniu is a leading manufacturer in the agricultural machinery belt industry, with significant clients including major agricultural machinery companies [26] - The company has reported revenues of 288 million, 308 million, 235 million, and 306 million yuan from 2021 to 2024, with a notable decline in performance in recent years [28]

| | | 截至12月31日止年度, | | | --- | --- | --- | --- | | | 2022年 | 2023年 | 2024年 | | | | (人民幣千元) | | | 持續經營業務 | | | | | 收入 | 15.950.044 | 14.676.348 | 17.393.038 | | 销售成本 | (14,037,870) | (12,737,176) | (15,090,784) | | 毛利 | 1.912.174 | 1,939,172 | 2,302,254 | | 其他收入及收益 | 267.501 | 310.270 | 349,261 | | 營銷費用 | (301,245) | (327,706) | (417.792) | | 行政費用 | (399,128) | (330,737) | (353,621) | | 研發費用 . | (570,566) | (676,878) | (838.557) | | 金融資產減值轉回 | 9.532 | 31.827 | 17,441 | | 其他費用 | (19,796) | (2,196) | (21,045) ...

继续深化与中亚各国的合作。通过新开辟的运输走廊，运输来中亚各国的商品，如天然气、稀土与贵金属，农副产品如葡萄干、蜂蜜、棉花和药材等等。 并且，由我国生产的产品如基建与工业设备，通过中国提供的挖掘机等工业机械、建筑材料发展新基建与基础工业；提供新能源设备如光伏板推动中亚发 展电力；交通与新能源产品，如新能源汽车与配件发展中亚环保能源；农机与灌溉设备助力中亚地区发展农副业。 合作与发展从来不是一人得利，而是 共同发展共同进步的过程，秉承一带一路的精神，继续深化与中亚、里海沿岸多方位合作。 这条新走廊的诞生，绝非偶然。它精准地瞄准了金华作为"世界超市"的物流痛点。传统海运耗时漫长，而此前的陆路通道覆盖范围有限。新线路横贯哈萨 克斯坦、乌兹别克斯坦、土库曼斯坦等中亚重要节点城市，并巧妙连接里海海运，一举打通了直达阿塞拜疆乃至中东欧的高效动脉。它升级了"陆海联 动"模式，为金华企业提供了更可靠、更迅捷的物流选择，显著提升了中国与中亚、中东欧市场间的商品流通速率，是金华参与共建"一带一路"的一次关 键性基础设施突破。 新通道的开辟，带来的不仅是物流成本的优化，更是金华制造国际竞争力和品牌美誉度的有力提升。金华外贸出口多年 ...

本报记者 李 波 侯琳良 行走山东潍坊市，潍柴动力、山东大业等一大批单项冠军、隐形冠军、专精特新企业在这里茁壮生长。 潍坊拥有41个工业大类中的37个，2024年规上工业企业营收突破1.2万亿元，地区生产总值超过8000亿 元。 2024年5月，习近平总书记在山东考察时指出："山东在推进科技创新与产业创新深度融合、发展新质生 产力、完善现代化产业体系上大有可为。" 工业是潍坊的"当家产业"，更要做成"担当产业"。在大有可为中实现大有作为，潍坊向融发力、向新而 进、向优而行，聚焦推动高质量发展，加快形成新质生产力。 向融发力，锻造工业牵引力—— 集音乐、电话和人工智能问答等多功能于一体，却仅重36克……潍坊企业歌尔股份有限公司生产的一款 人工智能眼镜产品，在2025国际消费电子展上广受关注。向科技创新与产业创新深度融合发力，歌尔股 份中高端虚拟现实眼镜全球出货量名列前茅。 "每年拿出主营业务收入的5%投入研发，突破多项关键技术。"歌尔股份副总裁常刚介绍，公司深度参 与国家虚拟现实创新中心(青岛)创建、拥有9个省部级创新平台，并与中国科学院、清华大学等联合建 立研究院。 龙头企业牵引，崛起一个产业集群。潍坊虚拟现 ...