证券代码：002101 证券简称：广东鸿图 广东鸿图科技股份有限公司投资者关系活动记录表 答：公司已组建专门的团队在做镁合金的业务，相关设备也在 陆续投建，已经有几款产品处于实验验证阶段。目前镁合金产能在 国内市场是稀缺的，处于卖方市场阶段，且工艺技术相比铝合金要 难，所以毛利率水平相较铝合金产品应该会好一些。 6、公司的技术能力较强，请介绍一下公司的研发团队和研发 投入情况？ | 投资者关系活动 | □特定对象调研□分析师会议 | | --- | --- | | | □媒体采访□业绩说明会 | | 类别 | □新闻发布会□路演活动 | | | ■现场参观 | | | □其他（券商策略会） | | 参与单位名称及 | 广东上市公司协会、广州基金业协会、全景网以及机构投资者共 40 | | 人员姓名 | 余人。 | | 时间 | 2025 年 11 月 21 日 | | 地点 | 肇庆 金利工厂 | | 上市公司接待人 | 副董事长兼董事会秘书 廖坚 | | 员姓名 | 技术总监 闫锋 | | | 证券事务代表 谭妙玲 一、投资者一行先后参观公司展厅和生产车间； | | | 二、提问交流环节： | | | 1、 ...

Group 1: Agricultural Technology Progress - The contribution rate of agricultural technology in China has increased to 63.2% over the past five years, with crop variety coverage exceeding 96% and comprehensive mechanization rate surpassing 75% [1] - Major staple crops like wheat, corn, and rice have achieved full mechanization, highlighting the importance of smart agriculture in ensuring national food security and supporting rural revitalization [1] Group 2: Low-altitude Equipment and AI Integration - Agricultural drones have become standard tools for farmers and large-scale growers, with over 200,000 drones in operation covering more than 40 million acres [2] - The use of drones significantly enhances operational efficiency, allowing for rapid pest control and reducing labor costs [3] Group 3: Smart Agricultural Machinery - The trend towards high-end, intelligent, and green agricultural machinery is becoming more pronounced, with innovations such as electric tractors and AI-powered weed removal robots showcased at major agricultural exhibitions [4] - Smart agricultural machinery is transforming traditional farming practices, enabling precise and efficient completion of tasks that previously required multiple workers over several days [5] Group 4: Policy Support for Smart Agriculture - The Chinese government is actively promoting the development of smart agriculture through various policies, aiming for a comprehensive digital transformation of agriculture by 2035 [6] - The integration of AI in agriculture is expected to enhance production management and risk prevention, thereby improving farmers' operational capabilities [6] Group 5: Future Prospects - The ongoing advancements in technology and AI are set to revolutionize agriculture, moving away from traditional reliance on weather conditions and fostering a more resilient agricultural sector [7]

眼下，重庆市潼南区32万亩柠檬迎来采收季。走进小渡镇大土村的柠檬种植基地，农户们穿梭林间，将 柠檬采摘、装筐。 操作员黄锐介绍，无人机换电仅需几分钟，能够持续作业，非常适合在丘陵地区运送农资和农产品。同 时，这些无人机还兼具喷洒农药、播撒种子等多种功能。今年以来，他们的无人机已累计运输柠檬约 700吨，成为柠檬、玉米、小麦等农作物运输的"得力助手"。 目前，潼南区已配备带转运功能的农用无人机90余台，有效破解了丘陵山区农产品运输难题，推动农业 节本增效，为特色产业发展注入了科技动力。 《 人民日报 》（ 2025年11月13日 10 版） (责编：赵欣悦、袁勃) 两台农用无人机正悬停在果林上空，机身下方挂着装满柠檬的果筐，将新鲜采摘的柠檬运往集装点，全 程不过1分钟。起伏的丘陵间，这条高效运转的"空中走廊"，成为今年柠檬丰收的一抹亮色。 潼南地处丘陵地带，以往柠檬采收后的转运多依赖人工。"过去全靠肩挑背扛，每人每天最多搬运千余 斤，遇到雨天路滑，还存在安全隐患。"基地负责人何小洋介绍，今年基地首次引入农用无人机参与运 输，每台无人机一次能装运柠檬200斤，单日运输量可达15吨，效率显著提升。 ...

Group 1: APEC Meeting and Trade Relations - The APEC 32nd informal leaders' meeting will be held in Gyeongju, South Korea from October 31 to November 1, highlighting the close economic ties between China and South Korea within the APEC framework [1] - China and South Korea are significant economic entities in APEC, with trade resilience rooted in pragmatic complementarity and mutual benefits [1] Group 2: Kimchi and Agricultural Products - In 2024, South Korea produced 530,000 tons of kimchi and imported 310,000 tons, with 99.98% of the imports coming from China [3] - The price of cabbage in South Korea has fluctuated significantly due to extreme weather, with market prices ranging from 7.5 RMB to as high as 130 RMB per cabbage [5][8] - The crisis in cabbage supply has created opportunities for Chinese kimchi exports, with Shandong Pingdu becoming a key export base and a "green channel" at Rongcheng Shidao Port ensuring quick customs clearance and freshness for kimchi [8] Group 3: Agricultural Technology and Trade - Chinese products account for 67% of the agricultural drones supported by the South Korean government through subsidies or loans [10] - Due to limited arable land in South Korea, Chinese-made drones are being utilized for seeding and fertilization in major agricultural areas [11] - In 2024, the trade volume between China and South Korea reached 2.33 trillion yuan, with China remaining South Korea's largest trading partner and South Korea becoming China's second-largest trading partner [13]

Core Insights - The 32nd China Yangling Agricultural High-tech Achievements Expo showcases advanced technologies in smart agriculture, attracting over 1,800 enterprises from nearly 50 countries [1] - The event highlights the integration of robotics and AI in agriculture, emphasizing the shift towards intelligent farming practices [1][8] Group 1: Agricultural Robotics - New agricultural robots demonstrated at the expo include modular designs capable of performing tasks such as fruit picking and physical weeding using lasers [5][7] - The "Cool Cow" robot features high-precision mechanical arms that can pick fruits with a damage rate as low as 0.3%, utilizing AI to assess ripeness [7][8] - The rapid development cycle of agricultural robots is evident, with some products being developed and produced within a year [3] Group 2: Technology for Harvesting - Agricultural drones and logistics drones collaborated to optimize the harvesting process, ensuring timely collection of crops despite adverse weather conditions [8][10] - New machinery designed with all-track chassis allows for efficient operation in muddy conditions, addressing challenges faced during rainy seasons [10][12] Group 3: Sustainable Agricultural Practices - The expo serves as a platform for promoting green and sustainable agricultural practices, with over 100 new technologies introduced to enhance food security and production stability [15][17] - Innovations such as rainwater harvesting irrigation techniques have shown to save over 40% of water, contributing to sustainable farming [17][19] - The integration of clean energy sources like solar and wind power in high-standard farmland is part of the ongoing transformation towards sustainable agriculture [17][19] Group 4: Future Goals and Digital Integration - The goal for the next decade is to create a modern agricultural framework in Shaanxi, utilizing integrated technology and data management systems for efficient resource use [21] - The establishment of a comprehensive digital management system aims to enhance oversight and planning across over 30 million acres of high-standard farmland [21]

Group 1 - The current "Three Autumns" production is in a critical phase, with continuous rainy weather adversely affecting the harvesting, drying, and storage of autumn grain [2] - The Haizhou District has rapidly deployed measures including meteorological warnings, agricultural technical guidance, and machinery support to ensure a successful autumn harvest [2] - As of October 20, 2023, 4.06 million mu of the expected 33.96 million mu of autumn grain has been harvested, with full completion expected by mid-November [2] Group 2 - Haizhou District is simultaneously advancing the harvesting of corn and soybeans while planting winter wheat, utilizing integrated machinery operations for efficiency [4] - The district has prepared over 2,500 agricultural machines, including 1,432 harvesters and 687 tractors, to support the "Three Autumns" production [4] - To mitigate the risk of grain spoilage due to wet conditions, the district has established 31 grain drying centers and has a drying capacity of 6,226 tons per day with 137 dryers [4]

Core Viewpoint - The article highlights the increasing use of agricultural drones and the associated safety risks, particularly concerning power lines, prompting a special initiative by the State Grid Naimanqi Power Supply Company to enhance safety awareness among drone operators [1] Group 1: Safety Concerns - The application of agricultural drones has become more widespread, but many operators lack professional training and awareness of safety responsibilities, especially near power lines [1] - The improper use of drones can lead to accidents that pose risks to the safe operation of power supply lines [1] Group 2: Company Initiatives - The State Grid Naimanqi Power Supply Company has launched a special campaign to address the safety hazards posed by agricultural drones, involving outreach and education efforts [1] - The company organized a service team to conduct promotional activities aimed at preventing drone-related damage to power infrastructure, emphasizing the importance of maintaining a safe distance from power lines [1] Group 3: Future Actions - Following the special initiative, the company aims to strengthen educational efforts regarding the protection of electrical facilities and guide farmers to operate drones according to safety regulations [1] - The goal is to ensure the reliable operation of the power grid by minimizing safety hazards associated with agricultural drone usage [1]

Core Insights - Continuous rainy weather in Henan province has led to saturated soil conditions, impacting the timely harvest of autumn crops such as corn, rice, and soybeans [1] - The use of drones for harvesting has emerged as an innovative solution, significantly reducing labor and resource costs for farmers [5][7] Group 1: Drone Utilization - In Yuan County, Henan, over 1,400 drones are currently operational, assisting farmers in the harvest process [7] - A drone can complete the task of locating, grabbing, and returning corn within approximately 15 minutes, covering a distance of one kilometer [4] - Farmers have reported that the use of drones has saved considerable manpower and resources, making them an essential tool in modern agriculture [5] Group 2: Government Support and Agricultural Technology - The local government has provided financial support for drone operations, with subsidies amounting to several thousand yuan [9] - The county has mobilized a significant number of harvesting machines, including 1,676 wheeled harvesters and 330 specialized tracked harvesters, to ensure efficient harvesting [9] - The introduction of mobile drying machines has been accelerated due to the increased demand caused by continuous rainfall, with nearly 100 units already in operation [12] Group 3: Financial Measures for Grain Purchase - The Agricultural Development Bank of China has announced ten measures to support grain purchases affected by the rainy weather, including the provision of 200 billion yuan in credit for autumn grain purchases [13] - The bank aims to enhance market activity by facilitating connections between supply and demand, as well as trade and production [13]

Core Viewpoint - The cotton industry in Xinjiang is experiencing significant growth and modernization, driven by advancements in mechanization and technology, leading to increased production and efficiency [1][2][3]. Group 1: Production and Yield - In 2025, China's total cotton production is expected to reach 7.22 million tons, an increase of 8.3% year-on-year, marking the highest level since 2013 [1]. - The average yield per acre in Xinjiang is reported to be over 400 kilograms, indicating a strong harvest season [1]. Group 2: Mechanization and Efficiency - Xinjiang plans to deploy over 7,500 cotton-picking machines this year, with a mechanization rate of over 97% and a machine-picking rate of over 90% [2]. - The use of large cotton-picking machines has drastically improved efficiency, with one machine capable of harvesting several hundred acres in a day [1][2]. Group 3: Technological Advancements - The integration of drones for precision spraying and efficient operations has become standard in cotton farming, with some drone operators earning over 200,000 yuan annually [2]. - The development of genetically engineered cotton capable of producing astaxanthin represents a significant innovation, enhancing the economic value of cotton byproducts and increasing farmers' income [3]. Group 4: Industry Transformation - The cotton industry is transitioning from manual harvesting to mechanized operations, and from a single agricultural product to an extended industrial chain, driven by technological advancements [3].

Group 1 - The Guangdong Province held the second Agricultural Sports Meeting, focusing on crop protection skills competition and vocational training, integrating training with competition to enhance the quality of agricultural talent [1] - The event showcased the potential of low-altitude economy in rural revitalization, emphasizing the role of drones as essential agricultural tools [1] - The competition included theoretical training and practical assessments, covering pest identification and pesticide preparation, culminating in a demonstration of drone applications in real rice production scenarios [1] Group 2 - Guangdong Province has a complete industrial chain for agricultural drones, featuring leading companies like DJI and XAG [2] - The event aims to encourage innovation and entrepreneurship in AI agricultural applications, providing support for institutions and enterprises involved in AI algorithms, smart equipment, and application scenarios [2] - Selected institutions and enterprises will receive comprehensive services, including computational power support and scenario development, to accelerate the creation of "AI assistants" for agricultural operations [2]