（文章来源：人民日报） 下一步，农业农村部将密切与河北、山西、江苏、安徽、山东、河南、湖北、陕西等黄淮8省沟通协 调，根据最新灾情形势进一步调度救灾机具应急作业需求，积极协调相关地方和企业单位，努力满足救 灾机具需要。 本报北京10月8日电 （记者郁静娴）近期黄淮地区特别是河南、山东、安徽等地受持续阴雨影响，秋收 进度偏慢，为做好抗灾救灾机具保障，农业农村部强化农机应急救灾响应，在持续指导河南、山东、安 徽等地做好秋粮机械化抢收的同时，央地协同联动加力优化调度服务、调集救灾机具、开展应急作业， 支持灾区集中力量尽快抢收抢烘，确保秋粮应收尽收、确保质量。 ...

【重点关注】 ·农业农村部紧急调剂调运救灾机具保障黄淮地区秋粮抢收抢烘 ·9月末我国外汇储备规模为33387亿美元中国人民银行连续11个月增持黄金储备 ·纽约黄金期货价格盘中突破4000美元 【国内要闻】 ·从农业农村部了解到，近期黄淮地区特别是河南、山东、安徽等地受持续阴雨影响，秋收进度偏慢。 为做好抗灾救灾机具保障，农业农村部强化农机应急救灾响应，努力保障黄淮地区秋粮抢收抢烘。 ·国家外汇管理局7日发布数据显示，截至2025年9月末，我国外汇储备规模为33387亿美元，较8月末上 升165亿美元，升幅为0.5%。 ·随着国际金价近日大涨，国内黄金饰品价格也水涨船高。从多家黄金珠宝品牌公布的足金首饰价格来 看，截至目前，周生生足金饰品价格涨至1157元／克，周大福、六福珠宝、潮宏基等足金饰品价格为 1155元／克。 ·温州市商务局10月7日发布公告，为进一步落实国家及浙江省关于消费品以旧换新工作实施的部署要 求，经研究，决定对2025年温州市汽车置换更新和报废更新政策予以调整。自2025年10月10日24时起， 温州全市范围内暂停实施汽车置换更新补贴政策。自2025年10月10日24时（以新车《机动车销售统 ...

据了解，灾情发生以来，农业农村部成立工作专班，加强机具调度调配和改装技术指导，依托区域 农机服务中心，发挥农机应急作业服务队作用，全力投入抢收抢烘作业，紧抓机收作业服务保障。同时 与财政部门进一步明确救灾机具补贴事项，救灾资金可用于支持农机检修、运输和作业。 下一步，农业农村部将密切与河北、山西、江苏、安徽、山东、河南、湖北、陕西等黄淮8省沟通 协调，根据最新灾情形势进一步调度救灾机具应急作业需求，积极协调相关地方和企业单位，努力满足 救灾机具需要。同时将继续落实防灾救灾农机储备和调用制度、黄淮地区区域农机应急抢收抢种抢烘互 助合作协议等应急响应机制，跨省份调剂调运履带式收割机、烘干机等应急机具，跨省调运仍有缺额 的，部省两级共同努力直连农机制造企业强化兜底保障。积极沟通财政部门进一步加大政策支持力度， 简化工作流程，确保应急作业机具能以最快速度支援受灾地区。 央视网消息：据农业农村部新闻办公室消息，近期黄淮地区特别是河南、山东、安徽等地受持续阴 雨影响，秋收进度偏慢，为做好抗灾救灾机具保障，农业农村部强化农机应急救灾响应，在持续指导河 南、山东、安徽等地做好秋粮机械化抢收的同时，央地协同联动加力优化调度服务 ...

央视网消息：农业农村部最新农情调度显示，目前全国秋粮收获进度近三成。各类现代化新型农机装备涌入秋收一线，助力粮油作物颗粒 归仓。 东北主产区秋粮面积占全国秋粮面积的35%，目前已陆续开镰收获。 在黑龙江，当地2.2亿亩粮食作物长势整体好于去年，玉米、水稻、大豆成熟期同比提前了3—5天。北大荒投入一批新研制的大马力、大 喂入量的收割机，加快了机收进度。 在黑龙江北大荒集团友谊农场，一台无人收割机仅仅24分钟就装满了一台运粮机。一片2000亩的玉米地，48小时内就可以全部收完。 黄淮海秋粮面积占全国秋粮面积的27%。国庆假期，安徽北部玉米进入收获期。在亳州谯城区，由于近期连续阴雨天气导致部分地块土壤 水分饱和，常规玉米收割机难以下地干活，当地农业农村部门及时从江苏等地联系调配200多台履带式收割机，加快抢收进度。 今年的秋收中，一大批专用收获机满足了不同作物的精细化作业需求。 新疆巴州近百万亩玉米正在收获，当地推广的籽粒收获机总数达到了261台，覆盖玉米收获总面积65%。在焉耆县七个星村，村民们第一 次用上了这种机器，由于可以直接收获玉米粒，不再需要后续集中脱粒，每亩地节本增效超过50元。 预计今年秋季农业生产期 ...

周口市农业农村局局长张华介绍，该市组织农机技术专班扎根田间，精准找到"接地压力大、附着力不 足"的症结，推出三类经济实用改装方案。积水重灾区的收获机换上橡胶三角履带后，接地面积扩大3倍 以上，防陷能力大幅提升；普通泥泞地块则通过加装"双轮并行"结构，低成本解决打滑问题；通过给农 机加装后驱装置，增加输出动力，以适应泥泞环境作业。目前西华县5家农机维修点已完成120余台机器 改装，作业效率较之前提高近50%，每小时能多收3亩至4亩。 周口市紧急安排1000万元专项资金，重点投向应急烘干与超标粮食处置两大关键环节。其中500万元用 于补贴参与应急烘干的各类主体，直接降低农户烘干成本，防范粮食霉变风险；另外500万元专项补贴 定点收储企业，支持其开展超标粮食收购、储存、处置工作，严防不符合标准的粮食流入口粮市场。针 对因灾导致的农作物减产绝收问题，当地积极对接农业保险企业，拿出专项理赔资金，成立多个工作小 组展开兑付理赔工作，切实减轻受灾农户经济损失。 此外，河南提前做好农机准备及早开展农机检修，准备各类收获机械20万台。组建742支农机应急作业 服务队、认定832个区域农机服务中心。对已经成熟、湿度偏大地块，组织 ...

除了科技赋能，政策支持也是秋粮稳产增收的重要保障。"平度市通过举办演示会、培训班，开展农机 购置补贴、农机作业补贴等形式，加快先进适用农机具普及与应用。"平度市农业农村局农机服务中心 主任姜言芳说，"今年以来，平度市共落实农机购置与应用补贴资金2500余万元，推广先进适用机械 3582台，受益用户达3000余户。同时，我们积极推广政策性保险，为农户提供全方位保障。" 蓼兰镇拥有1.5万亩绿色增粮先行示范区，去年高产攻关田小麦亩产875.82公斤，系青岛首次跨越850公 斤大关。"我们整合国家现代农业产业园、高标准农田、农业绿色发展先行县等重大项目，推行良田、 良种、良法、良机、良制'五良融合'，将蓼兰镇绿色增粮先行示范区打造成为集品种繁育、智慧生产、 技术集成、文化传承于一体的现代化粮食生产示范区。"平度市蓼兰镇农办负责人赵小龙说。 金秋时节，齐鲁大地的田野上处处洋溢着丰收的喜悦。全国产粮大县山东省平度市的156万亩玉米迎来 丰收季。 近日，记者来到平度市新河镇三堤西村，农户崔锡民兴奋地说："今年我种了20多亩玉米，采用了品字 形种植技术，抗倒伏能力大大增强。今年风大，我田里的玉米一点儿都没有倒伏，产量差不了 ...

公开资料显示，*ST星农成立于2004年，注册地址为浙江省湖州市和孚镇星光大街，公司第一大股东为 星光农科控股集团有限公司。公司主要从事农业机械的研发、制造、销售与服务。 （来源：唐僧财经） 9月30日，星光农机股份有限公司公告称，近日，公司收到证监会下发的《立案告知书》，因公司涉嫌 信息披露违法违规，证监会决定对公司立案。 9月27日，*ST星农（维权）公告称公司更正了前期会计差错，其中涉及2023年度、2024年度、2025年 一季度、半年度财报中的合并资产负债表的相关科目，2023年度、2024年度财报中的合并利润表和现金 流量表中的相关科目。 对于前期会计差错原因，*ST星农解释称，2023年公司创新开拓农事服务，因业务运营经验及过程管控 机制存在不足，导致在实际运营过程中出现了一定偏差。经公司自查，2023年度农事服务业务所涉及的 公司客户存在资金回流的情形，未实际进行采收业务，不具备商业实质，不满足收入确定的条件。 值得关注的是，经济导报记者梳理更正数据后发现，*ST星农此次调整的财务指标金额规模较大。其 中，2023年度公司营业收入被调减6072.74万元，该调减金额占当年原披露营业收入的比例高 ...

Group 1: Industry Overview - The export value of China's agricultural machinery is significantly higher than its import value, with exports projected to reach 15.93 billion yuan in 2024, a year-on-year increase of 11.9%, while imports are expected to be 3.25 billion yuan, up 2.8% [2] - India is the largest export destination for Chinese agricultural machinery, with exports to India, Russia, Thailand, and the United States collectively accounting for 30% of total exports in 2024 [2] Group 2: Policy Support - National policies supporting the agricultural machinery industry include the "14th Five-Year" National Agricultural Mechanization Development Plan and the Digital Rural Development Action Plan (2022-2025), focusing on enhancing mechanization rates and developing smart agricultural equipment [7][8] - Key policy goals include increasing the comprehensive mechanization rate of crop farming to 75% by 2025 and ensuring that major agricultural machinery products achieve international advanced quality standards [9][10] Group 3: Regional Development Goals - Various provinces have set specific agricultural machinery development targets for 2025, such as Jiangsu aiming for a total power of 55 million kilowatts and Shandong targeting a comprehensive mechanization rate of 92% for crop farming [12][14] - Other provinces, like Zhejiang and Guangdong, have established ambitious mechanization rates for specific agricultural sectors, indicating a strong regional commitment to enhancing agricultural productivity through mechanization [14]

AGCO Investor Day Summary Company Overview - **Company**: AGCO Corporation (NYSE: AGCO) - **Event**: Sixth Annual Technology Event - **Date**: September 30, 2025 - **Location**: Fendt Production Facility, Marktoberdorf, Germany - **Focus**: Innovations in agriculture, technology empowerment for farmers, sustainability, and productivity growth [1][2] Industry Insights - **Market Dynamics**: - Europe is characterized as a mature and innovative market with strong demand for sustainable and precision technologies [7] - Farm consolidation in Europe is increasing the need for precision technology [8] - Europe contributed 58% of AGCO's $11.7 billion revenue, making it the largest and most resilient market for the company [8] Core Strategic Initiatives - **PTX Business**: - AGCO aims to grow its Precision Ag Leadership business, targeting a $2 billion outcome from the PTX initiative [19][20] - The company has made significant investments in technology and acquisitions to enhance its precision agriculture capabilities [19][20] - **Portfolio Shift**: - Exited low-growth, low-margin businesses to focus on high-tech, high-margin sectors [20] - Announced a $1 billion share buyback to reinforce investor confidence [21] - **Project Reimagine**: - Aimed at improving internal efficiency through automation and outsourcing, resulting in a $200 million reduction in cost base [22] - **FarmerCore Initiative**: - Redesigning distribution strategy to meet farmers' needs directly on their farms, moving away from traditional brick-and-mortar models [23][24] Product Development and Innovation - **Fendt Brand**: - Fendt is positioned as a leader in the global full line of agricultural equipment, with a focus on innovation across the cropping cycle [30] - Significant product launches planned for Agritechnica, including new series of tractors [12][30] - **Precision Agriculture**: - Introduction of new products such as OutRun Autonomy and Farm Engage data platform, enhancing farmers' operational efficiency [56][57] - Focus on retrofit solutions to improve existing machinery with new technology [49] Financial Metrics and Growth Targets - **Revenue Goals**: - Targeting $1.7 billion from Fendt by 2029 and $2.2 billion from precision agriculture [32] - Parts and service growth projected to reach $2.3 billion [34] - **Market Coverage**: - AGCO has expanded its dealer network significantly, with a focus on enhancing service and parts availability [44][52] Customer Engagement and Feedback - **Customer Experience**: - Positive feedback from farmers regarding Fendt's reliability, comfort, and efficiency [40][41] - Emphasis on understanding farmers' pain points to drive product development [25][26] Additional Insights - **Sustainability Focus**: - AGCO is committed to developing sustainable technologies that reduce costs for farmers [5][8] - **Technological Integration**: - Use of AI in product development and customer support to enhance service delivery and operational efficiency [69][70] This summary encapsulates the key points from AGCO's Investor Day, highlighting the company's strategic focus on innovation, market expansion, and customer engagement in the agricultural sector.

European Market Overview - Europe's agricultural machinery market represents a significant share of the global market, accounting for approximately 45% of the world's total, valued at $170 billion USD[13] - AGCO's revenue share in Europe is substantial, representing 58% of its total revenue, which amounts to $11.7 billion USD[13] - European farmers receive an average government subsidy that constitutes approximately 28% of their income[13] AGCO's Strategy and Financial Targets - AGCO aims to achieve $2 billion in net sales from precision agriculture by 2029, including PTx Trimble[56, 91] - AGCO is targeting $2.3 billion in net sales for parts by 2029[56, 70] - AGCO expects to capture $175-200 million in expense savings by executing the Reimagine restructuring program[47] Fendt Brand - Fendt has expanded its product offerings, introducing 23 new products across different regions since 2018[58] - Fendt has a global presence with 480 dealers and operates in 48 countries[27, 28] - Fendt employs over 10,000 people worldwide and has 11 production sites[27] Precision Ag (PTx) - AGCO is commercializing 11 new technology products in 2025, enabling recurring revenue across the crop cycle[78] - Precision Planting Symphony Vision system processes approximately 7,500 pictures per minute to identify weeds, potentially reducing post-emergent herbicide use by up to 70%[90] - Technology penetration rates in Europe for guidance range from 60% to 75%, for variable rate technology from 35% to 50%, and for farm management software from 45% to 60%[83]