2025年12月31日，浙江托普云农科技股份有限公司（以下简称"公司"）在公司会议室接待了机构调研。 国泰海通证券、国泰海通资管、国新投资、大家资产、拾贝投资共5家机构参与了本次特定对象调研及 现场参观活动，公司副总经理、财务总监、董事会秘书朱娜负责接待并与机构投资者进行了深入交流。 公司基本情况：深耕智慧农业的国家级专精特新"小巨人" 据介绍，浙江托普云农成立于2008年，是一家专注于智慧农业领域的国家级专精特新"小巨人"企业。公 司运用物联网、人工智能、大数据、算法等新一代信息技术，通过智能硬件设备、农业物联网及信息化 软件平台，为农业领域的政府部门、企事业单位、科研院校等提供数据采集、分析决策、精准执行、科 学管理等综合解决方案。 公司产品及服务主要分为两大类：一是智慧农业项目，包括农业物联网和信息化软件平台；二是智能硬 件设备，涵盖可直接联网的智能装备、具备监测或检测功能的仪器设备、搭载在物联网或其他装置的传 感器等前端硬件，全面覆盖种植业信息采集、检测、控制及监测环节，贯穿作物从育种至收获的整个生 命周期。 调研核心聚焦：AI驱动智慧农业发展 技术落地成效显著 在问答环节，机构投资者重点关注了智慧农 ...

Core Viewpoint - The company has entered into a strategic cooperation memorandum with Sanmu Grain Group, focusing on opportunities in agricultural digitalization and health food development, aiming to enhance business diversity and create future profit growth points [1][2] Group 1: Strategic Cooperation - The memorandum outlines collaboration in areas such as digital agriculture, health food R&D, supply chain digitalization, and market expansion [1] - Specific collaboration directions include building a digital foundation for smart agriculture, creating a traceable supply chain system, integrating agricultural and health data, and developing a digital marketing ecosystem [1] - The company aims to leverage its capital market advantages and brand effect to promote related business and project expansion [1] Group 2: Business Diversification and Financial Performance - The company is actively seeking investment opportunities to diversify its business and improve financial performance and shareholder value [2] - The partnership with Sanmu Grain Group is expected to capitalize on opportunities in China's agricultural digitalization and health food market, aligning with national policies [2] - This business activity is anticipated to enhance the company's financial performance and profitability, benefiting the overall interests of the company and its shareholders [2]

Core Viewpoint - China Digital Technology (01796.HK) has entered into a strategic cooperation memorandum with San Main Grain Group, focusing on collaboration in agricultural digitalization, health food R&D, supply chain digitalization, and market expansion [1] Group 1: Strategic Cooperation Areas - The cooperation will explore opportunities in various fields, including the establishment of a digital foundation for smart agriculture [1] - The creation of a trustworthy and traceable supply chain collaboration system is a key focus [1] - Integration of agricultural and health data for smarter decision-making is planned [1] - Development of a comprehensive digital marketing and user operation ecosystem is included in the cooperation [1] - Joint expansion into the professional health market and ecological cooperation is anticipated [1] - Establishment of a joint innovation platform for agricultural technology is part of the strategy [1] Group 2: Market and Research Initiatives - The company aims to leverage its capital market advantages for deeper collaboration with San Main Grain Group [1] - The brand effect of the company will be utilized to promote related cooperative business and project expansion [1] - Following the memorandum, both parties will conduct market analysis and industry research related to smart agriculture and the health industry [1] - Personnel communication and on-site investigation work will commence promptly after the agreement [1]

Group 1: Company Overview - Zhejiang Topcloud Agricultural Technology Co., Ltd. was established in 2008 and focuses on smart agriculture, recognized as a national-level "specialized and innovative" small giant enterprise [2]. - The company utilizes IoT, AI, big data, and algorithms to provide comprehensive solutions for data collection, analysis, decision-making, and management in agriculture [2]. Group 2: Product and Service Offerings - The company's offerings are divided into two main categories: smart agriculture projects and smart hardware devices [2]. - Smart agriculture projects include IoT and information software platforms, while smart hardware encompasses various intelligent equipment and sensors for monitoring and control [2][3]. Group 3: Market Position and Competition - China's smart agriculture market is still in its early growth stage, with significant potential for expansion due to supportive policies and increasing financial investments [3]. - The competitive landscape is fragmented, but the company stands out by providing integrated hardware and software solutions, which are relatively rare in the industry [3]. Group 4: Future Development Strategy - The company plans to integrate AI capabilities into its products and solutions, focusing on three core systems: a perception monitoring system, a decision-making system based on algorithms, and an execution system centered on smart agricultural machinery [4]. - The strategy aims to enhance agricultural digitization and intelligence, contributing to rural modernization [4]. Group 5: AI and Robotics Integration - The company has developed intelligent instruments for plant phenotyping and breeding management, improving efficiency and quality in seed production [5]. - Products like the "Crop Guardian" AR glasses and the "Field Scout" robotic dog utilize AI and IoT technologies for various agricultural applications, enhancing precision and efficiency [5][6]. Group 6: Notable AI Applications - The company has successfully implemented AI in pest control, achieving over 90% accuracy in pest identification through a comprehensive monitoring system [6]. - The intelligent pest monitoring lamp has won first place in national competitions for three consecutive years, showcasing the company's leadership in agricultural data innovation [6].

2025年，全国粮食生产克服春季干旱、高温伏旱、秋季连阴雨等灾害影响，产量稳定在1.4万亿斤以上；智慧农业发展按 下"快进键"，农作物耕种收综合机械化率达到76.7%……放眼大江南北，沃野之上、山乡之间，一个个故事、一个个数据绘就 乡村振兴新"丰"景。 粮食生产根本在耕地，建设高标准农田，是提升耕地质量、保障国家粮食安全的重要抓手。一年来，我国高标准农田建设成效 如何？高质量推进"高"在何处？一起探寻"藏粮于地"的丰收密码。 建设宜居宜业和美乡村，承载着亿万农民对建设美丽家园、过上美好生活的期盼。今年以来，各地深入学习运用"千万工程"经 验，因地制宜改善农村人居环境，加强农业农村生态环境治理。农村生态环境明显改善，美丽乡村建设深入推进，农民群众有 了更多更强的获得感、幸福感、安全感。 2025年，我国粮食生产遭遇了春季干旱、高温伏旱、秋季连阴雨等灾害影响。面对灾害影响，我国发挥粮食生产支持政策体 系优势，并通过提升粮食储存能力、做好节粮减损等全链条发力，使粮食生产再夺丰收，端牢了14亿多人的饭碗。 乡村振兴，既要塑形，也要铸魂。听"村BA"的欢呼声划破宁静乡野夜空，看喜事简办、解开人情枷锁的新风尚，感受"活起 ...

Core Viewpoint - The meeting emphasized the importance of stabilizing grain and key agricultural product supply, enhancing agricultural production capacity and quality efficiency, and promoting various forms of agriculture including technological, green, quality, and brand agriculture [1] Group 1: Agricultural Production and Supply - Focus on stabilizing grain production and maintaining planting areas for grain crops [1] - Increase efforts to enhance the yield of major oilseed crops and improve self-sufficiency rates for soybean and oil crops [1] - Develop modern livestock and aquaculture industries, and promote facility agriculture tailored to local conditions [1] Group 2: Agricultural Infrastructure and Safety - Strictly adhere to the arable land red line and advance high-standard farmland construction [1] - Enhance agricultural disaster prevention and relief capabilities [1] - Strengthen the quality and safety of agricultural products and accelerate the green transformation of agriculture [1] Group 3: Agricultural Technology and Innovation - Aim for high-level agricultural technology self-reliance and independence [1] - Promote deep integration of agricultural technology innovation and industry innovation [1] - Strengthen national agricultural technology strategic capabilities and cultivate leading agricultural technology enterprises [1] - Focus on breakthroughs in seed industry, agricultural machinery, and smart agriculture, and promote efficient application of agricultural technology achievements [1]

Core Insights - The article highlights the implementation of smart agricultural technology in the Central Plains Agricultural Valley, particularly through the use of "smart poles" that monitor various environmental factors such as temperature, humidity, and soil moisture [1][2][4]. Group 1: Smart Agricultural Technology - The "smart poles" equipped with solar panels, atmospheric sensors, and soil moisture monitoring devices allow farmers to receive real-time data on their crops, enabling more precise irrigation and pest management [1][2]. - In 2024, over 100 "smart poles" were installed in Huixian City, contributing to a total of more than 200 poles in the Central Plains Agricultural Valley [2]. Group 2: Data Integration and Analysis - The data collected from the "smart poles" and monitoring stations is transmitted to the "Central Plains Agricultural Valley Smart Brain," which processes this information to provide insights on weather, soil conditions, and crop health to farmers and agricultural departments [4][5]. - The "Smart Brain" currently holds over 200 million data points and utilizes four data models focused on weather, soil, fertility, and plant transpiration, although these models are still under development [5]. Group 3: Policy and Future Directions - The article references the 20th Central Committee's Fourth Plenary Session, which emphasizes enhancing agricultural production capacity and quality, promoting technological, green, quality, and brand agriculture [5][8]. - The project manager indicates a commitment to optimizing agricultural big data and training agricultural models to provide more accurate and scientific production information to farmers [8].

中央经济工作会议提出，坚持创新驱动，加紧培育壮大新动能。 场景是连接技术和产业、打通研发和市场的桥梁，是推动科技创新和产业创新融合发展的重要载体。新 技术新产品新场景大规模应用，将为创新提供新动能。11月国办印发《关于加快场景培育和开放推动新 场景大规模应用的实施意见》，提出22类场景培育和开放重点领域。 本版即日起推出"经济新方位·新场景新动能"系列报道，看如何加大应用场景建设和开放力度，探索"技 术突破—场景验证—产业应用—体系升级"的路径，为加快培育发展新质生产力、推动经济社会高质量 发展提供有力支撑。 ——编 者 "温度24摄氏度，湿度37%，叶绿素指数3.7……"上午9点半，捷佳润科技集团股份有限公司旗下数字果 园公司的基地技术员胡聪点开手机，应用程序界面上，清晰显示广西隆安县丁当镇永安里村一处蓝莓基 地的情况。230亩基质栽培蓝莓正处于花果同树期。 实时画面右下角，显示作物环境的拟人化图标"皱起眉头"。"最近空气湿度低，蒸发量大，需要多浇 水。"胡聪轻触屏幕上"智能灌溉"选项，远程操控百米外的电磁阀，启动作物灌溉。 浇多少水合适？主界面上，人工智能已结合天气和大棚环境，自动生成每日农事建议："建议 ...

在福建省顺昌县，收获柑橘不再依靠传统的肩挑背扛，而是用轨道运输车，提高了效率；在江苏省浦口 渔场，远程监测和精准饲喂让青虾养殖的产量和品质明显提升……今年以来，我国智慧农业发展迅速， 关键核心技术不断获得突破，成为现代农业建设的突出亮点。 智慧农业让生产"更聪明"。通过技术与全产业链深度融合，智慧农业正在重塑农业生产方式，为实现乡 村全面振兴和农业强国建设提供关键支撑。 当前，我国农业管理精细化水平不断提升。人工智能技术依托多源数据采集与智能分析，将土壤温湿 度、养分含量、作物长势等海量农田数据汇入AI算法模型，生成农田精细化管理处方图，指导农机开 展变量施肥、精准播种、智能灌溉等作业，实现农田管理从粗放式向精细化的巨大转变。 另外，针对小农户生产规模小、技术基础弱、成本承受力有限等特点，轻量化、低成本的智能技术解决 方案加速落地，让先进农业技术红利更便捷地触达更多农户，让小农户在数字化转型中避免掉队、得到 实惠。比如，有大学研发的低成本智慧灌溉系统，有效帮助小农户增产增收。 当然，智慧农业发展也存在仍待改进的地方。例如，数字化基础设施布局尚不够均衡。中西部农村地区 网络覆盖的广度与深度不足，田间物联网监测设 ...

Core Viewpoint - The collaboration between the Guangdong Provincial Department of Agriculture and Rural Affairs and the Tianhe District aims to promote the implementation of advanced technologies such as intelligent equipment and bio-agriculture, establishing demonstrative scenarios for learning and promotion [1][2]. Group 1: Smart Agriculture Development - Tianhe District is leveraging its unique agricultural innovation resources within the Guangdong-Hong Kong-Macao Greater Bay Area, including numerous agricultural universities, research institutes, and corporate R&D centers [1]. - The district plans to utilize artificial intelligence to drive the "AI + Agriculture" sector, enhancing efficiency and reducing costs, ultimately enriching the food supply for residents [1][2]. Group 2: Key Initiatives - Two major initiatives are outlined for the high-quality development of smart agriculture: the establishment of a modern marine ranch technology innovation center and the cultivation of a modern seed industry [2]. - The marine ranch center aims to support the development of a modern marine economy in Guangdong, expanding the "blue granary" to provide high-quality deep-sea products to the public [2]. - The seed industry initiative focuses on technological empowerment and self-reliance in seed sources, promoting high-quality development in the modern seed industry within the Greater Bay Area [2]. Group 3: Economic Impact and Goals - The development of smart agriculture is integrated into the provincial modern agriculture layout, with plans to include significant projects in national and provincial planning to foster the entire agricultural value chain [2]. - The goal is to transform Tianhe District into a hub for agricultural innovation that enhances income and ensures supply, providing tangible benefits and a sense of security for residents [2]. - By the end of 2025, the number of enterprises in Tianhe District is expected to exceed 770,000, positioning it as a leader in economic quality development within the city [3].