央视网消息：近日，在湖北襄阳老河口市，5000多亩的高粱迎来了丰收季，轰鸣的农机穿梭在田间进行抢收。 在老河口市袁冲乡刘湾村的田间地头，穗粒饱满的高粱压弯了枝头，宛如为大地铺上了一层厚重的红色锦缎。伴随着机械的轰鸣，收割机 高效作业，将一株株高粱"吞"入腹中，又"吐"出粒粒饱满的果实。 凭借过硬的品质，刘湾村的红高粱早已打开了销路，目前已与多家企业建立了稳定的"订单式"产销合作。村里还配套建起了烘干厂，全力 做好"一条龙"服务。高粱脱粒后，直接被运往烘干中心进行集中烘干、包装和仓储。 福建周宁：小农机开进山地 收割粮食显身手 眼下，福建宁德周宁县6万亩中稻进入了集中收割季，当地因地制宜，推广适合山地耕作的小型农机，提高收粮效率。 云南广南：壮乡苗岭稻米飘香 全产业链发力提质增效 在云南文山壮族苗族自治州广南县，20多万亩八宝米水稻喜迎丰收，吸引众多游客前来感受田园风光、体验收获喜悦。 走进文山广南县八宝镇，蜿蜒的河流穿行于稻田之间，白鹭翩飞，沉甸甸的稻穗颗粒饱满，微风轻拂，稻香扑鼻。 颗粒饱满的八宝米已经在农机隆隆轰鸣声中迎来了收割的高峰期。今年八宝镇已经大规模实现了从插秧到收割的全程机械化，进一步降本 增效 ...

眼下，我国秋粮已陆续进入收获期，广袤的田野上处处洋溢着丰收的喜悦。这份沉甸甸的收获，不仅是 亿万农民辛勤耕耘的结晶，更是保障国家粮食安全的压舱石。 农机具是减损的第一道关口。金融机构宜加大对购置先进、高效、低损收割机的信贷支持力度。通过提 供优惠利率的农机购置贷款、融资租赁等服务，降低农户和合作社的购机门槛，从源头上把住收获关， 将损失率降至最低。 与此同时，金融还要着重倾斜于"收获端"后的设施建设。粮食收获后，晒粮、储粮是导致损失的关键环 节。金融机构需重点支持粮食烘干、仓储、冷链等设施的建设，支持建设一批区域性、专业化的烘干中 心和现代化粮库，彻底破解"霉变损耗"的魔咒。 此外，金融还要延伸服务以完善"全链条"体系。粮食减损是一个系统工程，需要覆盖从田间到仓库的每 一个环节。金融机构宜创新服务模式，开发覆盖"收获+烘干+仓储+运输"的一揽子金融解决方案；同 时，为小农户提供代收、代烘、代储等"一条龙"服务，整体提升区域粮食减损水平。 秋粮减损关乎国家粮食安全和普通农户的切身利益。金融活水应精准滴灌至粮食减损的各个关键环节， 推动颗粒归仓，从而筑牢国家粮食安全防线，推动农业高质量发展。 （文章来源：证券日报 ...

转自：前瞻产业研究院 行业主要上市公司：吉峰科技(300022)、星光农机(603789)、一拖股份(601038)、林海股份(600099)、中 联重科(000157)、悦达投资(600805)、利欧股份(002131)等 本文核心数据：农业机械产业链、产业链全景图、代表性企业区域分布 农业机械行业产业链全景梳理 中国农业机械行业产业链的上游为基础原材料供应商(钢铁、有色金属、橡胶等)和零部件制造商(发动 机、传动部件、行走部件等);中游为农业机械制造;农业机械行业产业链的下游为种植业、林业、畜牧业 和水产业常见农业机械应用领域。 农业机械上游供应商包括宝钢、中国铝业等原材料供应商，也包括全柴动力、征和工业等零部件供应 商;中游农业机械制造方面，代表性的企业有吉峰科技、星光农机、一拖股份、林海股份、中联重科等; 下游种植业、林业代表性企业包括东方集团、北大荒等。 农业机械产业链区域热力地图 从区域分布看，中国农业机械上市公司主要分布在江苏、浙江、重庆等省市，其中江苏省农业机械行业 上市公司数量较多，包括林海股份、悦达投资等。上游零部件代表性企业位于山东、安徽等地;下游种 植业上市公司主要位于黑龙江、江苏等地 ...

安徽省阜阳市消费者 秦标：家里冰箱用了挺长时间了，噪声大还费电，国补优惠了20%，还享受 到了门店优惠，少花了800多块钱。 为了丰富城乡居民的假期消费场景，江苏泰州将人气十足的"消费大集市"搬进假期生活，更创新性 地把"以旧换新"政策直接落地到集市现场。临近婚期的王女士在消费大集上，选购了智能电视、冰箱、 洗碗机等多套家电产品，原本总价6万元，一番补贴、优惠核算下来，最终实际花费4.8万元，足足节省 了1.2万元。 今年第四批690亿元支持消费品以旧换新超长期特别国债资金，在国庆中秋假期前下达各地。国庆 中秋假期首日，我国各地推出多样化"以旧换新"促消费活动，随着"以旧换新"等促消费政策的加力实 施，节日消费市场活力正持续释放。 "以旧换新"点燃国庆中秋假期消费热潮 在北京的一家大卖场，不管是想升级大家电提升生活品质，还是换个小家电满足日常需求，消费者 都能享受到"以旧换新"补贴。在相关政策的带动下，假期首日这家门店的客流量，比平时周末提升了1 倍以上。 这个假期，在北京、安徽等地的实体卖场，"以旧换新"补贴+企业折扣+门店优惠的复合优惠体 系，持续点燃假期消费热潮。 北京市朝阳区双井京东MALL副店长 陈 ...

Core Insights - The article highlights the efficient agricultural service model in Jiangxi Province, particularly in Anfu County, where farmers utilize a digital platform called "Ganjitong" to order various agricultural services, enhancing productivity and convenience [1][2][3]. Group 1: Agricultural Service Model - The "Ganjitong" platform allows farmers to order services such as seedling cultivation, plowing, transplanting, pest control, harvesting, and drying, similar to ordering food online [2]. - Anfu County has several agricultural service centers that provide comprehensive services from seed to harvest, with a total grain planting area of approximately 880,000 acres [3]. - The integration of over 500 agricultural machines through the county's smart agriculture service platform has improved machine usage efficiency by over 30% during peak seasons, while reducing farmers' waiting times by 50% [3]. Group 2: Operational Efficiency - The agricultural service center in Yantian Town, led by Li Minggui, has been busy managing multiple orders from local farmers, demonstrating the high demand for agricultural services [1][2]. - The article mentions that the harvesting machines operated by experienced personnel have a low loss rate, ensuring that farmers can maximize their yields [1]. - The smart agriculture service platform enables real-time monitoring of machine availability, allowing for efficient allocation of resources based on demand [4].

Core Insights - Despite high interest rates and the U.S. government's announcement of a 50% tariff on Brazilian imports, Brazil's agricultural machinery sales remained strong in July [1] Sales Performance - In July, Brazil sold 6,167 tractors and harvesters, generating sales revenue of 6.2 billion Brazilian Reais (approximately 1.15 billion USD) [1] - For the first seven months of the year, cumulative sales of tractors and harvesters reached 33,582 units, representing a year-on-year increase of 115.9% [1] - Cumulative agricultural machinery sales revenue for the same period amounted to 40.07 billion Brazilian Reais, reflecting a year-on-year growth of 18.3% [1] Export Data - Agricultural machinery exports reached 888.7 million USD, showing a year-on-year increase of 8.9% [1]

Group 1 - The crossover of engineering machinery companies into agricultural machinery represents a strategic choice for finding new growth points and reflects the deeper logic of upgrading Chinese manufacturing [1][2] - The application of engineering standards to enhance agricultural machinery levels is evident in companies like Zoomlion, XCMG, and LiuGong, which systematically translate their engineering strengths into agricultural competitiveness [2] - The technology and management advantages accumulated in Chinese manufacturing are forming transferable and replicable "general capabilities," allowing companies to switch flexibly between different sectors [2][3] Group 2 - The complexity and regional differences of agricultural scenarios require companies to adapt and conduct localized research and development, exemplified by LiuGong and XCMG customizing machinery for specific agricultural needs [2] - The innovation vitality of companies transitioning from engineering to agriculture is a microcosm of the transformation of Chinese manufacturing from large to strong [3]

Core Viewpoint - The article highlights the transformation of rural collective economy in Longjing Village, Chengdu, through the efforts of Zhu Shilong, who has taken on the role of a rural collective economic manager, focusing on modernizing agricultural practices and enhancing community income [1][9]. Group 1: Background and Personal Journey - Zhu Shilong, a native of Longjing Village, returned to his hometown after working in the manufacturing sector, driven by a desire to improve local agricultural practices [2][3]. - The village, with over 6,000 acres of land, faced challenges in agricultural development due to a high number of residents working outside the village and a lack of modern farming techniques [3]. Group 2: Establishment of Collective Enterprises - In 2020, the village established Chengdu Jingcheng Agricultural Development Co., Ltd., with Zhu Shilong appointed as the manager, aiming to strengthen the collective economy and increase villagers' income [3][4]. Group 3: Modernization of Fish Farming - Zhu identified traditional fish farming methods as inefficient, prompting a shift towards factory-style high-density fish farming, which has shown significantly higher profitability [4][5]. - The company secured 4 million yuan (approximately 0.57 million USD) for constructing a modern fish farming facility, which was completed in 2023 [5][6]. Group 4: Agricultural Socialization Services - Zhu initiated agricultural socialization services by investing in modern farming equipment, which improved production efficiency and generated over 600,000 yuan (approximately 85,000 USD) in revenue from servicing 9,000 acres of farmland in 2024 [7][8]. - The company plans to further invest in agricultural machinery to enhance productivity and profitability [7][8]. Group 5: Economic Impact and Future Prospects - The revitalization of collective resources has led to an increase in village income, with projected earnings of over 2 million yuan (approximately 285,000 USD) from revitalized assets in 2024 [8]. - The establishment of a cold storage facility is expected to generate an additional 400,000 yuan (approximately 57,000 USD) in revenue annually [8].

Core Viewpoint - The article highlights the transformation of rural collective economy in Longjing Village, Chengdu, driven by the efforts of Zhu Shilong, a rural collective economic manager, who focuses on modernizing agricultural practices and enhancing community welfare through innovative farming techniques and machinery [5][12]. Group 1: Background and Role of Zhu Shilong - Zhu Shilong, a native of Longjing Village, returned to his hometown after working in the equipment manufacturing industry, motivated by a desire to improve local agricultural practices [6][7]. - The role of rural collective economic managers, a new profession recognized by the Ministry of Human Resources and Social Security, involves managing economic activities to develop and strengthen rural collective economies [5][6]. Group 2: Agricultural Development Initiatives - Zhu identified the need for modernization in the village's traditional fish farming practices, which were yielding low profits due to outdated methods [9][10]. - The establishment of Chengdu Jingcheng Agricultural Development Co., Ltd. in 2020 marked a significant step towards collective economic growth, with Zhu appointed as the manager [8][9]. - The company shifted focus to factory-style high-density fish farming, which has shown potential for higher profitability, with projections of nearly 2 million yuan in profit per greenhouse annually [10][11]. Group 3: Technological Integration and Community Impact - Zhu led initiatives to enhance agricultural mechanization, purchasing various agricultural machinery and training local operators to improve efficiency [12]. - The company provided agricultural services to over 9,000 acres of farmland, generating over 600,000 yuan in revenue, demonstrating the positive impact of mechanization on productivity [12]. - The establishment of a cold storage facility and the revitalization of idle village resources have further contributed to the economic growth of Longjing Village, with expected annual revenues of around 400,000 yuan from the cold storage alone [12].

Group 1 - The "14th Five-Year Plan" period is expected to see a cumulative reduction in taxes and fees exceeding 10 trillion yuan, providing significant financial support for various business entities and injecting strong momentum into high-quality economic development [2][3]. - Hebei Yinghu Agricultural Machinery Co., Ltd. anticipates a revenue of nearly 770 million yuan and a profit of 110 million yuan in 2024, attributing its success to tax incentives that have unlocked over 28 million yuan in various tax benefits [2][3]. - The National Taxation Administration reported that the cumulative reduction in taxes and fees during the "14th Five-Year Plan" period is projected to reach 10.5 trillion yuan, with export tax rebates expected to exceed 900 billion yuan [2][3]. Group 2 - Tax reduction policies are focused on supporting technological innovation and advanced manufacturing, with 3.6 trillion yuan in new tax reductions accounting for 36.7% of the total [3]. - The private economy, including private enterprises and individual businesses, is expected to benefit from 7.2 trillion yuan in new tax reductions, representing 72.9% of the total [3]. - Small and medium-sized enterprises are projected to receive 6.3 trillion yuan in new tax reductions, making up 64% of the total [3]. Group 3 - As of mid-2023, the number of tax-related business entities in the country has surpassed 100 million, an increase of 30 million since 2020 [4]. - Sales revenue in the equipment manufacturing and high-tech manufacturing sectors has grown at an average annual rate of 9.6% and 10.4% respectively from 2021 to 2024, with year-on-year growth of 8.9% and 11.9% in the first half of this year [4]. - The share of private economy sales revenue in the national total has risen from 68.9% in 2020 to 71.7% in the first half of this year [4]. Group 4 - A series of tax reduction and fee exemption policies are accelerating the formation of a virtuous cycle of enterprise development, industrial upgrading, and economic growth [5].