CNH Industrial N.V. (NYSE:CNH) is included among the 15 Dividend Stocks with Low Payout Ratios and Strong Upside. CNH Industrial Framed within Barclays’ Constructive 2026 Machinery View Photo by Annie Spratt on Unsplash On December 22, Barclays lowered its price target on CNH Industrial N.V. (NYSE:CNH) to $11 from $14 and kept an Overweight rating. The change came as part of the firm’s 2026 outlook for the machinery and construction group. Barclays said it continues to favor machinery heading into next ...

Core Viewpoint - The article discusses the modernization and upgrading of agricultural practices in China, highlighting the integration of technology and infrastructure improvements to enhance productivity and resilience against climate challenges. Group 1: Technological Advancements - Farmers are adopting advanced equipment such as precision seeders, harvesters, and drones to improve efficiency and productivity [1][8] - Digital production methods are being implemented, leading to higher yields and better management of agricultural activities [3][6] - The use of data platforms allows farmers to monitor their fields in real-time, significantly improving oversight and decision-making [6] Group 2: Infrastructure Improvements - China plans to build and renovate 80 million acres of high-standard farmland this year, enhancing facilities and ecological conditions to ensure stable and high yields [13] - The construction of irrigation and drainage systems, such as interconnected ditches, is crucial for managing water resources effectively during droughts and floods [19][21] - The modernization of large and medium-sized irrigation areas and water conservancy projects is a focus to strengthen food security [23] Group 3: Agricultural Data and AI Integration - Remote sensing satellites and AI models are being utilized to monitor crop growth and optimize agricultural practices, contributing to increased yields and reduced pest issues [27][29][31] - The contribution rate of agricultural technology progress in China has reached 63.2%, with over 75% mechanization in farming operations [33] Group 4: Policy and Financial Support - The government is providing over 2,000 yuan per acre for high-standard farmland, with a focus on tailored solutions for different regions [36] - More than 1.1 million social service organizations are assisting farmers with various agricultural tasks, ensuring that smallholders can access advanced technologies [36][38] Group 5: Future Goals - Over 100 million acres of high-standard farmland have been established, with a target of 135 million acres by 2030 and complete upgrades of permanent basic farmland by 2035 [38]

Core Viewpoint - The article discusses the modernization and upgrading of agricultural practices in China, highlighting advancements in technology and infrastructure that enhance productivity and resilience against climate challenges. Group 1: Equipment and Technology Upgrades - Farmers are adopting advanced equipment such as precision seeders, harvesters, and drones to improve efficiency and yield [2][8] - Digital production methods are being implemented, leading to higher crop yields through scientific management [4] - Data platforms allow for real-time monitoring of agricultural activities, significantly improving oversight and productivity [6][12] Group 2: Infrastructure Improvements - China plans to build and renovate 80 million acres of high-standard farmland, enhancing irrigation and drainage systems to ensure stable yields [17] - The construction of drainage channels, known as "毛渠," is crucial for effective water management, helping to mitigate drought and flooding risks [21][23] - Modernization of irrigation systems and water infrastructure is a key focus, with significant investments aimed at securing food supply [25][39] Group 3: Agricultural Data and AI Integration - Remote sensing satellites and AI models are being utilized to monitor crop growth and optimize agricultural practices [29][31] - The contribution of agricultural technology to productivity is significant, with a reported 63.2% contribution rate from technological advancements [35] - The integration of big data models is replacing traditional farming methods, leading to more scientific decision-making in agriculture [35] Group 4: High-Standard Farmland Development - Over 100 million acres of high-standard farmland have been established, ensuring effective water management and pest control [41] - The government provides over 2,000 yuan per acre in subsidies for high-standard farmland, promoting tailored agricultural practices based on regional needs [39][36] - By 2030, the goal is to expand high-standard farmland to 135 million acres, further securing food production for the future [41]

Core Viewpoint - Deere & Company is viewed positively by Jim Cramer, who emphasizes the company's resilience and the consistent demand for its products due to government support for farmers [1] Company Overview - Deere & Company (NYSE:DE) manufactures and distributes a range of equipment including agricultural, turf, construction, and forestry machinery [1] - The product lineup includes tractors, harvesters, mowers, loaders, and road-building machinery [1] Financial Performance - Despite a significant increase in stock price over the past 12 months, the company's financial results have not been particularly strong [1] - The company's performance has consistently exceeded market expectations, even when absolute numbers have been poor [1] Market Dynamics - Deere's business is heavily influenced by the agriculture market, which is subject to external factors beyond the company's control [1]

Core Insights - The autumn harvest work in Zhenjiang Economic Development Zone is in full swing, with farmers taking advantage of favorable weather to harvest rice efficiently [1][2] - The introduction of high-yield rice varieties, such as Zhejiang University Jiaxi You 610, is expected to significantly increase production and income for farmers [1] Group 1 - The use of eight high-power harvesters in Baima Lake Farm allows for a low rice loss rate of 1.5%, with each harvester capable of covering 50 to 60 acres per day, completing the harvest of 4,000 acres in about 10 days [1] - The new rice variety, Zhejiang University Jiaxi You 610, is projected to yield 2,000 pounds per acre, which is 400 to 500 pounds higher than traditional varieties, leading to increased income for farmers [1] Group 2 - The Zhenjiang Economic Development Zone's agricultural department has established a specialized team to provide technical guidance and services to farmers during the harvest [2] - The focus on introducing new varieties and promoting new technologies aims to enhance both production and income for farmers in the region [2]

Core Viewpoint - The article highlights the transformation of a young farmer, Li Jinyang, who has successfully integrated modern agricultural technology into his farming practices, leading to increased efficiency and productivity in his operations. Group 1: Agricultural Technology Adoption - Li Jinyang initially invested over 40,000 yuan in a plant protection drone, which significantly improved the efficiency of his farming operations, allowing him to accomplish in one day what would take several days manually [1] - The farm has achieved full mechanization from planting to storage, incorporating various agricultural machinery such as tractors, fertilizer spreaders, and harvesters, along with advanced technologies like remote monitoring and smart systems [2] Group 2: Economic Impact and Community Engagement - By adopting modern agricultural techniques, Li Jinyang has helped local farmers reduce costs by 100 yuan per mu and increase yields by 200 jin per mu each season [2] - His commitment to community service and knowledge sharing has led to his recognition as a village-level reserve cadre, emphasizing the importance of collective progress in agriculture [2] Group 3: Growth and Future Prospects - The scale of Li Jinyang's farm has expanded to 1,500 mu, reflecting his growing confidence in the agricultural sector, supported by favorable policies and technological advancements [3]

Core Insights - The harvesting of rice in Donggang City faced delays due to frost and the migration of harvesting machines to northern regions for better income opportunities [1][2] - Local authorities coordinated efforts to ensure timely harvesting by deploying over 600 local harvesting machines and bringing in more than 100 machines from other provinces [2] Group 1: Impact of Weather and Labor Migration - The first frost in mid-October halted rice growth, leading to a delay in the expected peak harvesting period [1] - Many harvesting machines were sent to Jilin and Heilongjiang, where the harvesting season starts about a month earlier, allowing operators to maximize machine utilization and earnings [1] Group 2: Response and Recovery Efforts - Donggang City actively coordinated agricultural machinery services, introducing additional harvesting machines to ensure a successful harvest [2] - By early November, the situation improved with the return of harvesting machines, and specialized equipment was allocated for harvesting fallen rice [2]

Group 1: Harvest Progress - In Heilongjiang's Shuangyashan City, over 90% of the autumn grain harvest has been completed, entering the final stages [1] - The overall harvest progress is five days ahead of last year, with expectations to complete by late October [5] Group 2: Agricultural Technology and Efficiency - In Raohe County, the yield per mu has increased by at least 100 jin compared to last year, with high demand for orders [3] - The use of advanced machinery, including large horsepower harvesters and tillage machines, has streamlined the harvesting and land preparation process [3] - In Hunan, new harvesting machines have been introduced, reducing grain loss by 2% compared to older models [7][8] Group 3: Grain Processing and Storage - In Baoqing County, an automated grain purchasing system has been implemented, allowing for quick processing and minimizing losses [5] - The drying center in Hunan operates 24/7, capable of drying over a thousand tons of grain daily, benefiting local farmers [8] Group 4: Cotton Harvesting in Xinjiang - In Turpan, Xinjiang, 124,000 acres of cotton are in the harvesting phase, with a focus on quality and yield improvement through mechanization [9] - The entire cotton production process has been fully mechanized, with over 60% of the cotton already harvested [11]

Core Insights - The article highlights the successful harvest of rice in the high-standard farmland of Dinggang Town, Zhenjiang Economic Development Zone, showcasing the integration of modern agricultural technology and mechanization in enhancing food production and farmer income [1][2][3] Group 1: Harvest and Production - The rice harvest at Ronghe Farm covers 9,720 acres, with a fully mechanized process from harvesting to drying and processing, reflecting the modern agricultural concept of "storing grain in the land and technology" [1] - The farm is currently harvesting approximately 400 tons of rice daily, with half being dried on-site and the other half sold directly to grain merchants [1] - The expected yield for hybrid rice is around 800 kg per mu, while glutinous and japonica rice are projected to yield approximately 650 kg per mu [2] Group 2: Technological Advancements - The introduction of new agricultural machinery, including two tractors and three precision seeders, enhances operational efficiency and reduces seed usage [2] - The precision seeders allow for a reduction in seed usage from 40-45 jin per mu to 30-35 jin, saving approximately 200,000 yuan for 10,000 mu of land [2] - The integration of various technologies such as drones for fertilization and intelligent drying systems signifies a shift towards modern, smart agriculture [3]

Core Insights - The article highlights the significant improvements in agricultural productivity in Guizhou Province, particularly in the village of Maopo, due to the implementation of high-standard farmland construction and modern agricultural practices [1][2]. Group 1: Agricultural Productivity - Zhang Panchih, a farmer in Maopo Village, reported a harvest of 15,000 jin (approximately 7,500 kg) of sorghum from 16 mu (approximately 1.07 hectares), an increase of nearly 2,000 jin (approximately 1,000 kg) compared to the previous year [1]. - The average yield per mu of the newly constructed farmland has increased by over 50 kg, contributing to a more sustainable agricultural environment [2]. Group 2: Land and Irrigation Improvements - The local government has focused on land remediation, transforming fragmented "patchwork fields" into contiguous fertile land, with soil depth exceeding 30 cm [1]. - The irrigation system has been modernized, with new channels and pipelines reducing labor and ensuring a stable water supply, which has been crucial for this year's abundant rainfall [1]. Group 3: Mechanization and Labor Efficiency - The introduction of agricultural machinery, such as rotary tillers and drones for pest control, has significantly reduced labor costs, saving farmers over 1,000 yuan in manual labor expenses [1]. - Farmers now experience a time savings of more than 50% in farming activities due to mechanization [1]. Group 4: Economic Diversification - After harvesting sorghum, farmers like Zhang Panchih are diversifying their crops by planting fast-growing varieties such as pea shoots, which can yield additional income of over 30,000 yuan [2]. - The successful implementation of high-standard farmland has encouraged young people to return to rural areas, revitalizing the local agricultural economy [2].