Core Viewpoint - The company is focused on enhancing its agricultural machinery products to meet the increasing mechanization demands in Vietnam, particularly in the context of the country's 2030 Agricultural Mechanization Strategy, which aims for a mechanization rate of 70% from the current 40% [1] Group 1: Company Strategy - The company has designed and optimized its hillside agricultural machinery products, such as tracked tillers and combine harvesters, to adapt to various terrains and soil conditions, demonstrating strong adaptability and reliability [1] - Continuous investment in research and development is a priority for the company to improve product performance and cater to the agricultural production needs of different regions [1] Group 2: Market Expansion - The company plans to deepen its presence in overseas markets, particularly in Southeast Asia, by leveraging its production base in Thailand to increase exports to Vietnam and Indonesia [1]

每经AI快讯，有投资者在投资者互动平台提问：请问泰国基地二期生产线预计何时正式投产？当前是 否已对接东南亚新增订单（如泰国、越南水稻机械需求）？投产后对2025年海外营收贡献的量化目标是 多少？泰国工厂投产后，本地化生产预计降低多少物流与关税成本？ 威马农机（301533.SZ）8月14日在投资者互动平台表示，公司在泰国全资子公司诺威斯动力设备有限公 司建设生产基地，目前进展顺利，厂房主体建筑已经完工，已经在组织相关生产，泰国工厂将满足产品 本地化率要求；东南亚市场一直是公司重要拓展业务市场之一，公司将利用泰国工厂加大对东南亚市场 拓展深度。 （文章来源：每日经济新闻） ...

Core Viewpoint - The establishment of a wholly-owned factory in Thailand by the company represents a strategic advantage over joint ventures, allowing for greater control over production, research, and sales, which can enhance responsiveness to market demands and product iteration [2]. Group 1: Advantages of the Thailand Factory - The Thailand factory allows the company to fully control the entire production chain, enabling more flexible responses to market needs and quicker product iterations [2]. - A wholly-owned factory ensures the uniform execution of the company's strategy, maintaining consistent technology standards and minimizing product quality fluctuations [2]. Group 2: Financial Implications - The local production in Thailand is expected to significantly reduce logistics costs, avoid international trade tariffs, and mitigate financial risks associated with currency fluctuations [2]. - The company aims to increase the gross profit margin in the ASEAN market to over 25% from the current export gross margin of 17.54% through localized production [2].

Industry Overview - Harvest machinery refers to equipment used for harvesting various crops, including grain, cotton, oilseeds, and fruits [1][2] - The market for harvest machinery in China is expected to recover in 2024, with sales projected to reach 127,800 units, a year-on-year increase of 27.9% [7][11] - The market size for the harvest machinery industry in China is anticipated to be 18.2 billion yuan in 2024, returning to the level of 2021 [11] Sales Performance - The decline in sales in 2023 was attributed to the inventory depletion of National III equipment and the upgrade to National IV standards, which increased end-user costs [7][9] - The main products in the harvest machinery sector include grain harvesters, with projected sales of 97,400 units in 2024, including 65,300 tracked harvesters and 32,100 wheeled harvesters [9] Technological Advancements - The rapid development of artificial intelligence and the Internet of Things is driving the shift towards smart and automated harvest machinery [13][25] - The penetration rate of smart technology in harvest machinery is expected to rise from 2.5% in 2020 to 24.8% in 2024 [13] Market Structure - The harvest machinery industry in China has a large number of enterprises, with leading companies holding significant market shares [15][19] - In the wheeled grain harvester segment, the top five companies account for nearly 85% of the market share, while in the tracked grain harvester segment, the concentration is even higher at 96.8% [15][19] Development Trends - The harvest machinery industry is undergoing a transformation towards smart, large-scale, and personalized equipment [25] - The trend towards larger machinery is driven by the increasing scale and intensification of agricultural production, which enhances efficiency and reduces costs [25]

证券日报网讯 8月13日晚间，吉峰科技发布公告称，公司于2025年8月13日召开第六届董事会第二十七 次会议，审议通过了《关于子公司申请银行授信的议案》，公司子公司成都吉峰聚农农业装备有限公司 拟向中国银行股份有限公司成都青羊支行申请期限为1年、额度不超过人民币700万元的综合授信额度， 由汪辉武先生提供连带责任保证担保，并由成都中小企业融资担保有限责任公司提供连带责任担保，由 本公司、四川吉峰聚农农业装备有限公司、成都吉峰长欣农业机械有限公司及汪辉武先生为成都中小企 业融资担保有限责任公司提供连带责任保证反担保。 （文章来源：证券日报） ...

证券代码：301533 证券简称：威马农机 公告编号：2025-054 威马农机股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 一、会议召开和出席情况 （一）会议召开情况 现场会议召开时间：2025 年 8 月 13 日（星期三）14:30 网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 8 月 13 日上午 9:15-9:25，9:30-11:30 和下午 13:00-15:00；通过深圳证券交易所互 联网投票系统投票的具体时间为: 2025 年 8 月 13 日 9:15 至 15:00 期间的任意时间。 司法》《中华人民共和国证券法》《深圳证券交易所创业板股票上市规则》等有关法 律、行政法规、部门规章、规范性文件和《公司章程》的有关规定。 总表决情况：同意 71,437,700 股，占出席本次股东会有效表决权股份总数的 弃权 4,300 股（其中，因未投票默认弃权 0 股），占出席本次股东会有效表决权股份 总数的 0.0060％。 （二）会议出席情况 （1）股东出席的总体情况 通过现场和网络投票的 ...

证券代码：300022 证券简称：吉峰科技 公告编号：2025-075 吉峰三农科技服务股份有限公司 关于对子公司提供担保暨 2025 年年度担保预计的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、担保情况概述 吉峰三农科技服务股份有限公司（以下简称"公司"）于 2024 年 12 月 11 日、2024 年 12 月 30 日分别召开第六届董事会第十四次会议、2024 年第五次临 时股东大会，会议审议通过了《关于 2025 年度担保额度预计的议案》，预计 2025 年度对外担保总额度为人民币 78,160.00 万元，该担保额度包含之前已审批的仍 在有效期内的担保。上述担保额度有效期为 2024 年第五次临时股东大会审议通 过该议案之日起 12 个月内，在上述有效期内发生的担保均在此次审批范围，担 保发生时授权公司经营管理层签署相关协议及法律文书。具体内容详见公司 担保额度预计的公告》（公告编号：2024-123）。 二、担保进展情况 公司于 2025 年 8 月 13 日召开第六届董事会第二十七次会议，审议通过《关 于子公司申请银行授信的议 ...

Group 1: Company Developments - Zhengzhou Coal Mining Machinery Group (Zhengmei) has successfully secured an order for high-end intelligent mining equipment to be exported to Indonesia, marking a significant achievement in the international market [1][2] - The equipment is designed for coal seam mining over 6 meters and is noted for its advanced level of automation, positioning Zhengmei as a leader in the industry [1] - The collaboration with Indonesia's TCM company represents a key project under China's Belt and Road Initiative, showcasing the global reach of Zhengmei's products [1] Group 2: Financial Support and Risk Management - China Export & Credit Insurance Corporation (Sinosure) provided crucial support to Zhengmei by conducting a rapid credit assessment of the Indonesian buyer, enabling the project to proceed despite potential financial risks [2] - Sinosure has been a long-term partner of Zhengmei since 2007, with total insured amounts exceeding $200 million, facilitating order acquisition and risk management for overseas projects [2] - In the first half of the year, Sinosure's overall insured amount reached $56.29 billion, reflecting an 18.7% year-on-year increase, indicating strong support for companies in the region [3] Group 3: Industry Growth and Export Performance - The foreign trade import and export volume of Henan Province reached 412.53 billion yuan in the first half of the year, a 26.2% increase year-on-year, highlighting the province's robust economic performance [3] - Sinosure's support has been instrumental in helping various manufacturing enterprises, including Zhengmei and AnTu Bioengineering, expand their international presence and manage risks effectively [10][12] - The collaboration between Sinosure and local companies has led to significant growth in exports, with AnTu Bioengineering's overseas sales projected to exceed 284 million yuan in 2024, a 36.25% increase from 2023 [4][5] Group 4: Cross-Border E-commerce and Innovation - Zhengzhou has emerged as a hub for cross-border e-commerce, with companies like Zhiou Home Technology leveraging innovative logistics and risk management solutions to expand their international market reach [11][12] - Sinosure has tailored risk management services for cross-border e-commerce businesses, resulting in a 284.6% increase in insured amounts for this sector in the first half of the year [12] - The establishment of a provincial-level political risk insurance platform for cross-border e-commerce aims to enhance the support system for foreign trade enterprises, fostering innovation and growth in the sector [12][13]

"十四五"时期，全国预计新增减税降费累计超10万亿元。这些"省"出来的钱，不仅成为各类经营主体持 续发展的重要资金来源，也为经济高质量发展持续注入强劲动力。 从税务登记的数据来看，截至今年上半年，全国涉税经营主体突破了1亿户，比2020年净增加3000万 户。增值税发票数据显示，2021年至2024年，装备制造业和高技术制造业销售收入年均分别增长9.6% 和10.4%，今年上半年同比分别增长8.9%和11.9%；民营经济销售收入占全国比重由2020年的68.9%提高 至今年上半年的71.7%。 立足长远，一系列减税降费政策正加快推动形成企业发展、产业升级与经济增长的良性循环。 走进河北英虎农业机械股份有限公司的生产车间，工人们正在吊装流水线上紧张地装配收割机的零部 件。这家集自主研发、生产、销售、服务为一体的玉米收获机械专业制造企业，2024年营业收入近7.7 亿元，利润总额达1.1亿元，实现了历史性突破。 （辛 文） "税收优惠政策盘活了流动资金，对企业发展起到了重要作用。"企业财务负责人张木水介绍，2024年， 该企业已经享受的各类税费优惠累计超过2800万元。此外，预计还可享受企业所得税研发加计扣除及减 ...

美国加征关税措施还将给南非经济及社会发展带来更为广泛的不利影响，包括造成大量失业、拉低经济 增长率、削弱南非货币兰特并造成汇率波动、降低南非产品在全球贸易中的竞争力、影响南非供应链安 全等。兰特被削弱后将造成南非居民可支配收入减少，进而抑制消费支出。南非对美国出口货运公司的 业务将大受影响，甚至会逐步停止服务，这一后果不仅会造成相关就业岗位丧失，也会打击南非的贸易 竞争力和供应链韧性，将加大南非经济的不确定性。标准普尔全球南非采购经理人指数显示，南非当前 的商业信心仍低于长期平均水平。南非从事对美出口业务的中小企业受到的冲击尤其巨大，这些企业将 面对出口美国订单大幅减少的局面。 南非经济专家指出，尽管美国对南非施以关税重压，但南非仍重视维护与美国的经贸关系，认为与美国 保持贸易关系对南非多个行业的长期发展有重要意义。南非官方近期多次以不同方式表示，南非将继续 与美国进行贸易及投资谈判。南非决定不对美国关税措施采取报复措施，称无意与美国"脱钩"。南非总 统拉马福萨近日表示，南非将在南美双边贸易投资谈判中继续尽一切努力维护南非国家利益。此前，南 非政府在美国对南非实施关税措施最后期限之前，已向美方提交了旨在加强双 ...