内蒙古是"三北"工程三大标志性战役的主战场。从黄河"几字弯"到科尔沁、浑善达克沙地，蒙草治沙团 队立足区位实际与生态难题，聚焦草种、机械、产品等技术体系创新，提供低成本高效能的生态治理及 保障服务，助力可持续的防沙治沙。 优质种源保障"几字弯"生态治理可持续 乌拉特前旗黄河灌区"三北"工程林草湿荒一体化保护修复项目修复面积达63万亩，立地条件复杂，涉及 山地、林地、草地、荒地、沙地等不同生态区域。蒙草治沙团队组建免耕补播机作业队和无人种子绳播 种机作业队，进行退化、沙化草地补播作业，日均可完成约2万亩高效作业，提升种子成活率15%～ 20%，节水90%，节省60%种子用量。 蒙草生态依托在巴彦淖尔建立的西北沿黄流域特色植物种业研究所和黄河流域西北地区种质基因库，驯 化培育冰草、羊草、梭梭、四翅滨藜、花棒、羊柴等沙生植物，配套建设5.5万亩良种繁育及饲草基 地，配合就地取材、材料替代的沙障和合作建设苗圃生产的种苗，让防沙治沙用种真正做到了"可追 溯、量充足、有保障"。 蒙草生态遵循"以水定绿，宜乔则乔，宜草则草，宜灌则灌"的科学治沙原则，以培育的蒙农1号蒙古冰 草、中草27号羊草等国产草种新品种为核心，"一地一 ...

Core Viewpoint - Mongcao Ecological Environment (Group) Co., Ltd. reported a significant increase in both revenue and net profit for the first half of 2025, driven by the growth opportunities in the ecological restoration and grass seed industry due to national ecological strategies [2]. Financial Performance - The company achieved an operating income of 823 million yuan, representing a year-on-year growth of 19.40% [2]. - The net profit attributable to shareholders reached 50.05 million yuan, marking a substantial increase of 97.98% year-on-year [2]. Industry Opportunities - The ongoing implementation of the "Three North" project and other national ecological strategies has created favorable development opportunities for the ecological restoration and grass seed market [2]. - Mongcao Ecological is the only listed company in China focusing on grass seed technology, leveraging its integrated industry system of local seed sources [2]. Project Involvement - In the first half of 2025, the company won contracts for various projects related to ecological restoration, including integrated protection and restoration in Zhalute Banner and Xilin Gol, with total contract orders amounting to 1.532 billion yuan [2]. - The projects cover areas such as desert edge locking, integrated protection and restoration of forest and grassland, and large-scale desert management [2]. Technological Advancements - The company has selected 295 species of local plants and holds 105 independent intellectual property varieties, with 25 local grass varieties included in the national recommended directory for the "Three North" project [3]. - Mongcao Ecological has developed 540 various standards, including national and industry standards for degraded grassland restoration and sandy grassland management [3]. Future Plans - The company aims to accelerate the transformation of technological achievements, enhance business expansion, internal management, and risk control to achieve sustainable development [3]. - Mongcao Ecological is committed to supporting the "Three North" project in improving quality and efficiency [3].

Core Insights - The company, Mongcao Ecological (300355), reported a revenue of 823 million yuan for the first half of 2025, representing a year-on-year growth of 19.40%, and a net profit attributable to shareholders of 50.05 million yuan, which is an increase of 97.98% compared to the same period last year [1] Group 1: Company Performance - The company achieved double growth in both revenue and net profit during the reporting period [1] - The total contract orders amounted to 1.532 billion yuan, indicating steady revenue growth [1] Group 2: Industry Context - The ecological restoration and grass seed industry are experiencing favorable development opportunities due to the steady advancement of national ecological strategies such as the "Three North" project [1] - In the first half of 2025, Inner Mongolia completed sand prevention and control over 15.516 million acres, achieving 77.6% of the annual target [2] Group 3: Technological and Product Innovations - The company has selected 295 species of native plants and holds 105 independent intellectual property varieties, with 25 native grass varieties included in the national recommended list for the "Three North" project [2] - Mongcao Ecological has developed 540 various standards, including national and industry standards for degraded grassland restoration and sandy grassland governance [2] - The company has integrated 776 technology patents related to grass seed and developed innovative products such as seed packages, seed ropes, and seed cups, supported by over 1,300 intelligent machinery [2] Group 4: Future Plans - The company aims to accelerate the transformation of technological achievements, enhance business expansion, internal management, and risk control to achieve sustainable development [2] - The company is committed to improving the quality and efficiency of the "Three North" project [2]

Group 1 - The company reported a revenue of 823 million yuan for the first half of 2025, representing a year-on-year growth of 19.40%, and a net profit attributable to shareholders of 50.05 million yuan, which is an increase of 97.98% compared to the same period last year [1] - The company is the only publicly listed entity in China focusing on grass seed technology, benefiting from national ecological strategies such as the "Three North" project, which has created favorable market opportunities for ecological restoration and grass seed industries [1] - The company secured contracts totaling 1.532 billion yuan for various projects related to ecological restoration and desertification control, contributing to steady revenue growth [1] Group 2 - The company has developed 295 species of native plants and holds 105 independent intellectual property varieties, with 25 native grass varieties included in the national recommended list for the "Three North" project [2] - The company has established 540 various standards, including national and industry standards for degraded grassland restoration and desertification control, and has integrated 776 technology patents related to grass seed [2] - The company plans to accelerate the transformation of technological achievements, enhance business expansion, internal management, and risk control to achieve sustainable development and improve the quality and efficiency of the "Three North" project [2]