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富邦科技通过康欣生物、富邦湘渝两大载体，抢先在相关领域进行了布局。 富邦科技(300387)8月21日披露2025年半年报，公司实现营业收入6.85亿元，同比增长6.50%，归母净利 润6121.7万元。值得注意的是，公司新业务成绩亮眼，现代农业业务实现营业收入1.22亿元，同比增长 13.31%。 "整体来看，我国现代农业市场有望迎来快速增长。"富邦科技在半年报中表示，公司抢抓机遇，在生物 农业与数字农业领域进行了布局，推出了禾本科固氮、根结线虫防治、生物食品添加剂等产品与数字农 业配套服务模式。 长城证券认为，禾本科固氮具有较大的市场潜力和发展前景，2024年全国耕地面积约19.29亿亩，固氮 产品单位价格按15元/亩计算，其潜在市场空间约289.35亿元。随着固氮产品渗透率不断提升，其国内 市场规模有望持续扩大。 此外，利用线虫的天敌生物开发根结线虫生防制剂已成为当前生态防治领域最具前景的研究方向。 Meticulous Research数据显示，预计生物杀线剂市场到2030年将以14.6%的年复合增长率增长，市场规模 将达到21亿美元。 （文章来源：证券时报网） 康欣生物通过"自主创新+协同攻关"的模 ...

Group 1: Strategic Development Directions - In 2025, the company will focus on "technological innovation, green development, and social return," emphasizing three major development directions: upgrading agricultural additives and specialty fertilizers, promoting cost reduction and yield increase through integrated solutions, and deepening the "going out" strategy in Southeast Asia, the former CIS, and Africa [2][3]. - The company aims to enhance its competitiveness in the global agricultural supply chain by leveraging core technological advantages in agricultural additives, microbial agents, bio-fertilizers, and bio-pesticides, combined with digital technology applications [3]. Group 2: R&D Progress and Innovations - The company has increased investment in energy-saving and carbon-neutral additives, successfully testing new products such as cadmium and arsenic removal agents, and urea granulation agents, significantly enhancing market competitiveness [4]. - Ongoing collaborations with domestic and international partners are aimed at advancing research projects in calcium magnesium phosphate, TSP-MgO, and phosphoric acid purification [4]. Group 3: Market Potential and Growth - The agricultural additives and specialty fertilizers sector is experiencing a transformation, with the company developing more precise, green, efficient, and nutrient-rich products to meet diverse customer needs, aligning with the new development philosophy of "innovation, coordination, green, openness, and sharing" [5]. - The modern agriculture sector, particularly in biological and digital agriculture, is expected to grow rapidly, driven by the "New Round of 100 Billion Jin Grain Production Capacity Improvement Action Plan (2024-2030)" [5][6]. Group 4: Financial Performance - In 2024, the company achieved a revenue of 123,507.48 million yuan, a year-on-year increase of 17.79%. The agricultural additives business generated 90,247.01 million yuan (up 9.35%), while the modern agriculture business saw a significant increase of 169.05%, reaching 20,660.71 million yuan [7][8]. - The modern agriculture business has successfully established a full industry chain from "strain selection" to "formulation products," leveraging synergies in R&D and market resources [8]. Group 5: Impact of International Trade Environment - Recent tariff changes have had a minimal impact on the company's operations, as its overseas markets are primarily in Europe, Asia, and Africa, and it does not engage in direct trade with the U.S. [9]. - The company has managed to stabilize raw material costs through long-term procurement contracts and inventory management strategies, mitigating the effects of price fluctuations [9]. Group 6: Market Opportunities in Nitrogen Fixation and Pest Control - The global bio-nitrogen fixation market is projected to reach $2.8 billion by 2028, with a growth rate of 10.90% from 2021 to 2028. The domestic market potential is estimated at approximately 28.935 billion yuan based on current agricultural land and pricing [10]. - The biopesticide market is expected to grow to 33.09 billion yuan by 2027, with an annual compound growth rate of 17.1%, indicating significant opportunities in pest control products [11].