长江商报奔腾新闻记者 杨蝶 长江商报奔腾新闻记者注意到，2025年以来，蒙草生态中标多个生态修复项目。4月，蒙草生态作为牵 头人，中标内蒙古自治区阿拉善盟阿拉善左旗—三北六期蒙甘边境防沙治沙沙漠锁边项目（施工），中 标价金额为2.04亿元；5月，蒙草生态组成的联合体中标内蒙古自治区通辽市2024年度扎鲁特旗"三 北"工程林草湿荒一体化保护修复项目（退化草原修复）三包标段，中标金额为2.52亿元；6月，蒙草生 态组成的联合体签署了《内蒙古自治区阿拉善盟阿拉善左旗-三北六期蒙甘边境防沙治沙沙漠锁边项目 施工合同》，合同金额为2.04亿元。 蒙草生态重视创新，在研发上持续保持较高投入。2023年、2024年和2025年上半年，公司的研发费用分 别为1.36亿元、1.64亿元和6540万元，同比分别增长25.73%、20.76%和13.24%。 蒙草生态称，公司为联合体牵头人，公司承担本项目的具体比例将在正式签署的合同中进行约定，若后 续签订正式合同并顺利实施，将对公司经营产生积极影响。 据蒙草生态介绍，公司草业专利在全球草种业创新主体企业排名第四，知识产权成果行业领先。截至 2025年上半年末，公司拥有有效专利77 ...

2025年9月10日，蒙草生态(300355.SZ)公告称，公司子公司北京快乐小草运动草科技有限公司组成的联 合体中标"内蒙古自治区巴彦淖尔市乌拉特中旗三北工程林草湿荒一体化保护修复项目（2025年度）施 工第一标段"，本项目拟定中标价为2.25亿元，项目招标人为乌拉特中旗林业和草原局。 ...

Core Viewpoint - Company signed a cooperation agreement with the Bishkek Municipal Greenery Company in Kyrgyzstan to establish a nursery and flower base, investing up to 56.1 million yuan over five years [1][2]. Group 1: Investment and Project Details - The investment will be used for establishing and operating an overseas company, infrastructure construction, equipment procurement, marketing system development, and purchasing raw materials [1]. - The project aims to create a modern nursery complex that integrates plant production, research innovation, ecological display, and cultural elements of Kyrgyzstan [1][2]. Group 2: Strategic Importance - This investment is a key action in the company's overseas development strategy, laying a solid foundation for expanding into the Central Asian market [2]. - The project is an extension of the company's existing ecological business, expected to enhance business scale and core competitiveness [2]. Group 3: Company Background and Future Plans - Company is headquartered in Qingdao and focuses on ecological restoration and environmental construction, covering various related businesses [2]. - From 2024, the company plans to establish overseas branches in the Middle East and Central Asia to pursue substantial overseas orders [2][3].

Core Viewpoint - Guanzhong Ecological (300948) has a wholly-owned subsidiary in Lhasa, focusing on ecological restoration, but has not yet conducted any actual business or implemented projects in Tibet [1] Company Summary - The company has established a wholly-owned subsidiary in Lhasa with a registered business scope related to ecological restoration [1] - Since its establishment, the subsidiary has not engaged in any practical operations or executed any projects in Tibet [1] - The company will closely monitor market information related to ecological restoration during the construction of the Yaxia Hydropower Station [1]

Group 1: Industry Outlook and Strategic Positioning - The company focuses on grass seed technology innovation and ecological restoration, aligning with national strategies such as the "Three North" project, which aims to combat desertification and improve ecological conditions [1][3][4]. - The grass seed industry is entering a strategic opportunity period due to supportive national policies and increasing market demand, with significant investments made in R&D over the past 20 years [2][5]. - The company is the only listed entity in Inner Mongolia engaged in ecological restoration, positioning it to benefit from historical development opportunities in this sector [4][6]. Group 2: Financial Performance and Growth Drivers - In Q1 2025, the company reported a 28.15% year-on-year increase in revenue, although it still faced a net loss of 16.93 million yuan, indicating challenges in profitability despite revenue growth [6][8]. - The company has won over 80 ecological restoration projects in 2024, with a total value exceeding 2 billion yuan, which is expected to contribute positively to its performance in 2025 [6][7]. - The company emphasizes the importance of credit risk management and has implemented measures to reduce credit impairment losses, which significantly impacted its 2024 performance [7][8]. Group 3: Competitive Advantages and Market Position - The company has established a comprehensive industry chain service system that integrates seed resource protection, breeding, and ecological technology output, enhancing its competitive edge [4][5]. - It has developed a unique ecological restoration model that combines local seed sources with ecological big data, setting it apart from other companies in the sector [4][5]. - The company is actively participating in major ecological projects, leveraging its expertise in arid and semi-arid regions to address challenges such as soil salinization and desertification [4][5][6]. Group 4: Future Prospects and Strategic Initiatives - The company is optimistic about capturing industry growth opportunities and aims to achieve rapid and stable development, with a focus on technological innovation in the grass seed sector [5][8]. - It plans to continue participating in the "Three North" project and other significant ecological initiatives, which are expected to expand its market presence and operational scale [5][6]. - The management is committed to improving financial health by enhancing cash flow management and reducing reliance on credit, with a historical cash flow net inflow of 1.578 billion yuan in 2024 [7][8].