今年上半年，公司按照年初董事会提出的"材料-场景-智能"三位一体产业生态的战略目标，不断整合业 务中心，深耕技术创新，加大研发投入，优化营销模式，努力拓展市场版图，通过精细化管理激发内生 动力，增强能力建设筑牢发展根基，不断提升公司市场竞争实力。 8月22日晚间，鑫源智造（600615）发布2025年中报，上半年公司实现营业收入3.29亿元，同比增长 388.33%；归母净利润978.7万元，同比增长284.45%；扣非后净利润789.09万元，同比增长244.29%；基 本每股收益0.043元。 报告显示，鑫源农机于2024年末完成工商变更进入上市公司体系，本年度起全面纳入公司合并报表范 围，成为公司主营业务收入的核心组成部分。若剔除鑫源农机，公司营业收入、归母净利润、扣非后归 母净利润分别同比增长7.91%、179.87%、149.98%，展现公司主业的强劲韧性。 报告期内，公司聚焦短板补足与能力提升，成效显著。公司重构产品线为核心的经营架构，打破部门壁 垒，资源协同效率大幅提升；持续加大技术研发投入，深耕丘陵山区农机关键领域，加速全程机械化农 机创新。产品矩阵不断完善，微型、中型农机及通机、园林产品全面 ...

Core Insights - The article highlights the efforts of Su Ting, the first secretary of Qinan Village, in improving agricultural practices and community engagement during the summer harvest season [4][9]. - It emphasizes the successful implementation of advanced agricultural machinery and storage solutions, leading to increased efficiency and reduced grain loss [4][6]. Group 1: Agricultural Efficiency - In 2023, Su Ting was appointed as the first secretary in Qinan Village, where she focused on enhancing the efficiency of wheat harvesting by coordinating with local machine teams to deploy three intelligent harvesters, achieving a harvesting efficiency of over 20 acres per hour with a loss rate below 1% [4][5]. - The village established an emergency volunteer service team of over 30 members to ensure smooth operations during the harvest [4]. Group 2: Community Engagement - Su Ting actively engaged with villagers to gather feedback on agricultural practices, leading to the construction of four intelligent drying warehouses to improve grain storage conditions, funded by 900,000 yuan [6][7]. - The article illustrates how Su Ting encouraged villagers to voice their concerns, resulting in practical solutions that enhanced the community's agricultural capabilities [6]. Group 3: Economic Development - The village's grain production and quality improvements have led to the establishment of a flour processing industry, with the "Ten Thousand Yuan Grain" series of products now available on six e-commerce platforms, generating over 400,000 yuan in collective income for the village [8][9]. - Su Ting's initiatives have contributed to the overall goal of rural revitalization, with a focus on building a robust agricultural industry chain [7][9].

Group 1 - The current wheat harvesting season is in full swing, with significant progress reported in various regions including Hebei, Henan, Shandong, and Jiangsu, aided by favorable weather conditions [1] - As of June 6, Jiangsu has achieved over 54% of its wheat harvesting progress, with a mechanization rate of 99%, showcasing the effectiveness of smart agricultural machinery and IoT systems [1] - The integration of "smart machinery" and socialized services in Lianyungang has led to a reduction in impurity rates to below 0.8% through the use of advanced harvesting equipment [6] Group 2 - In Xuzhou, the use of technologies such as Beidou navigation and IoT allows operators to remotely control harvesting machines, ensuring efficient and precise operations [8] - Local authorities in Pizhou have organized a comprehensive distribution and scheduling of agricultural machinery, deploying 130,000 harvesters and 37,000 dryers for the 2025 summer harvest [10] - The introduction of new agricultural technologies has transformed traditional harvesting methods into more intelligent processes, significantly reducing losses from 2%-3% to below 1% [15] Group 3 - In Dongying District, over 200,000 acres of wheat are maturing, with farmers utilizing advanced machinery to optimize the harvesting process [11] - Agricultural technicians are employing drones equipped with multispectral sensors to monitor wheat maturity, providing real-time data on key physiological metrics [13] - The combination of precise harvesting timing and smart machinery has effectively minimized losses, enhancing overall yield and efficiency in wheat production [15]

Core Viewpoint - The successful practice of cross-regional mechanized harvesting in China is supported by a modern agricultural social service system, which includes information platforms, maintenance stations, fuel guarantees, and financial services, enabling efficient nationwide movement of dispersed agricultural machinery resources [1][3][4] Group 1: Importance of Cross-Regional Mechanized Harvesting - The summer grain harvest, particularly wheat, is crucial as it accounts for about one-fifth of the total annual grain production, with wheat making up 90% of that [1] - Cross-regional mechanized harvesting is key to ensuring timely collection of wheat, preventing losses due to adverse weather conditions [1][4] - China, as the world's largest wheat producer, utilizes over 300,000 harvesting machines during the summer harvest, showcasing the scale of agricultural mechanization [1] Group 2: Technological Advancements - The application of advanced technologies such as artificial intelligence, IoT, and big data is reshaping agricultural operations, providing new momentum for cross-regional mechanized harvesting [2] - Smart harvesting machines equipped with Beidou navigation can accurately assess crop maturity and optimize harvesting parameters, significantly reducing missed cuts [2] - Autonomous harvesting machines can process terrain data in real-time and plan optimal paths, enhancing operational efficiency [2] Group 3: Supportive Infrastructure - The establishment of digital platforms like "Farm Machinery Direct" and "Smart Agricultural Machinery" facilitates effective supply-demand matching, improving operational efficiency and reducing labor costs [3] - Logistics support along harvesting routes includes "Farm Machinery Stations" providing fuel, maintenance, and accommodation services, ensuring uninterrupted operations [3] - The innovative "order-based service + contiguous operation" model implemented by agricultural cooperatives stabilizes farmer expectations and enhances machinery utilization [3][4] Group 4: Historical Context and Modernization - Cross-regional mechanized harvesting, which began in the 1990s, exemplifies China's agricultural modernization, addressing the challenges faced by small-scale farmers [4] - The model of resource allocation for agricultural machinery has resolved the dual issues of "having machinery without land" and "having land without machinery," preventing resource wastage [4] - Currently, over 98% of wheat harvesting in China is mechanized, with cross-regional harvesting playing a significant role in this achievement [4]