双方将围绕生态修复、国家公园建设及乡土草种保育展开深度合作 9月25日，青海省林业和草原局与蒙草生态（300355）环境(集团)股份有限公司签署战略合作框架协议。双方将聚焦"三北"工程攻坚战、国家公园与自然保 护地体系建设、高原林草种质资源保护利用等重点领域，合力为守护"中华水塔"、建设美丽青海提供科技与产业支撑。 青海省林业和草原局党组成员、副局长韩强与蒙草集团执行总裁贾辰雁代表双方签约，青海省林业和草原局局长杜平贵等见证签约。 此次合作源于双方前期坚实的互信与共识。9月17日，青海省林草局局长杜平贵一行专程赴蒙草生态调研，实地考察了种质资源库、荒漠化治理示范区及智 慧草种车间，深入了解蒙草在乡土种源"保、育、繁、推"一体化产业链上的创新成果，为此次战略签约奠定了坚实基础。 青海省林业和草原局党组书记、局长杜平贵等一行赴蒙草生态调研 青海作为国家重要生态安全屏障，承担着守护"中华水塔"的重任，也是我国第四大沙区和"三北"工程重点省区。 自2017年起，蒙草生态便扎根青海，成立本地化公司，建立高寒植物种业研究所和生态修复示范区。针对高海拔、寒冷干旱的自然条件，科学选育耐寒抗旱 的乡土草种，为祁连山、三江源地区 ...

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]

Core Viewpoint - Inner Mongolia Bank is increasing its comprehensive credit line to Mongolian Grass Ecology, a listed company focused on grass seed technology, by 1.3 billion yuan, which will enhance its debt structure and provide liquidity support for supply chain collaboration [1][2]. Group 1: Financial Support and Growth - Since 2009, Inner Mongolia Bank has provided continuous financial support to Mongolian Grass Ecology, starting with an initial loan of 5 million yuan, which has grown to over 5 billion yuan in cumulative loans by May 2025, marking an increase of nearly 1,000 times [2][3]. - The bank's support has been crucial in helping Mongolian Grass Ecology overcome technical challenges in ecological restoration and achieve a full industry chain transformation by 2012 [2][3]. Group 2: Innovative Financial Services - Inner Mongolia Bank has implemented a comprehensive financial service model that combines financing and intelligence, with 65% of special loans directed towards the integrated development of local seed resources [4][5]. - The bank has introduced innovative financing mechanisms, such as "PPP project special loans" and a dual guarantee mechanism, to address the long project cycles and slow returns typical in ecological restoration projects [5][6]. Group 3: Strategic Collaboration and Ecological Impact - The collaboration between Inner Mongolia Bank and Mongolian Grass Ecology has resulted in over 20 ecological restoration projects, contributing to the management of over one million acres of desertification [6][7]. - The bank has established a differentiated credit strategy to support key ecological vulnerable areas, enhancing the effectiveness of green financial services through innovative pricing and monitoring technologies [6][7]. Group 4: Long-term Commitment to Green Finance - Inner Mongolia Bank's commitment to green finance is reflected in its strategic alignment with national ecological protection goals, focusing on desertification prevention and ecological restoration [6][7]. - The bank aims to extend its successful financial support model across the entire industry chain, promoting sustainable economic and social benefits in ecological civilization construction [7].

Group 1: Company Strategies and Innovations - The company focuses on technological innovation in grass seed industry, aiming to enhance domestic production of quality forage and ecological restoration technologies [2][6] - In 2024, the company developed over 1,270 pieces of machinery for desertification prevention, enhancing efficiency in ecological restoration projects [2][4] - The establishment of 21 grass seed breeding bases and 280,000 acres of quality forage breeding bases aims to address the issue of insufficient seed supply for ecological restoration [5][6] Group 2: Financial Performance and Management - The company achieved operating cash flows of 1.699 billion CNY and 1.578 billion CNY in 2023 and 2024 respectively, marking historical highs [2][4] - In 2024, the company reported a revenue of 2.146 billion CNY, a year-on-year increase of 13.27% [15] - The net profit for 2024 is projected to be between 27 million and 40.5 million CNY, reflecting a significant decline of 83.74% to 89.16% compared to the previous year [22] Group 3: Research and Development Achievements - The company has applied for a total of 990 patents, ranking fourth among global grass seed innovation entities [12][10] - In 2024, the company invested 717 million CNY in R&D, with cumulative investments reaching 1.265 billion CNY [25] - The company has developed innovative products such as seed packs and planting cups, which are designed to improve survival rates and efficiency in ecological restoration [19] Group 4: Market Position and Competitive Advantages - The company is recognized as the first national grass industry intellectual property operation center, enhancing its competitive edge in the market [4][6] - It has established a comprehensive "protection-breeding-promotion" industry system, ensuring a stable supply of quality seeds for ecological restoration [5][6] - The company has received multiple awards for its ecological restoration projects, enhancing its brand reputation and market presence [18] Group 5: Government Policies and Industry Opportunities - The company is positioned to benefit from national strategies such as the "Three-North" project, which focuses on ecological restoration in arid and semi-arid regions [14][19] - The establishment of carbon trading mechanisms and the development of grassland carbon sinks present significant growth opportunities for the company [12][14] - The company actively engages with local governments to improve debt recovery and manage receivables effectively [16][19]

Core Viewpoint - A green revolution is taking place in the Kubuqi Desert, led by Inner Mongolia Energy Group and Mongcao Ecological, focusing on ecological restoration and sustainable development through innovative technologies [1][2] Group 1: Project Overview - The project involves the ecological comprehensive management of 70,000 acres of sandy land and the establishment of a 3,000-acre ecological governance demonstration area in Hangjinqi [1] - The initiative integrates the "Three North" project construction with renewable energy development, leveraging local wind and solar resources [1] Group 2: Technological Innovations - The project utilizes a variety of customized ecological innovation products, such as seed packages and planting cups, which have improved vegetation coverage by an average of 35%, increased plant diversity by 40%, and enhanced seed survival rates by 15% [2] - The application of intelligent sand control equipment, like seed rope sowing robots, has significantly increased the efficiency and effectiveness of large-scale ecological restoration [2] Group 3: Ecological Impact - The project transitions from single vegetation restoration to a holistic ecosystem reconstruction, fostering a symbiotic network of plants, animals, and microorganisms [2] - Inner Mongolia Energy Group emphasizes the combination of technology and ecology, aiming to transform the desert into a vibrant oasis, symbolizing a commitment to ecological preservation for future generations [2]

Fundraising Plan - The total amount of funds raised in this issuance will not exceed RMB 1,495 million, with a net amount of RMB 1,495 million allocated to various projects [1] - The total investment for the projects is estimated at RMB 2,003.94 million, indicating a funding gap that the company may need to address through self-raised funds if necessary [1] Necessity and Feasibility of Fundraising Projects - The implementation of the projects aligns with national strategies for combating desertification, particularly in Inner Mongolia, which is a key area for desertification control in China [2][3] - The projects aim to improve living conditions and quality of life by establishing ecological barriers to mitigate sandstorms and enhance air quality [3] - The projects are also in line with national policies promoting ecological civilization and sustainable development, with significant government funding allocated for ecological restoration initiatives [4] Ecological Restoration and Technology - The company has established a comprehensive seed supply system to support large-scale ecological restoration efforts, with various research institutes dedicated to developing drought-resistant and sand-resistant plant species [4][5] - The company has invested in intelligent machinery to enhance the efficiency and cost-effectiveness of ecological restoration projects, with nearly 1,300 pieces of equipment available for various stages of the restoration process [5] - Innovative seed products have been developed to ensure effective and precise restoration of different types of desertified land, enhancing ecosystem stability and biodiversity [6] Industry Leadership and Innovation - The company has integrated photovoltaic projects with ecological protection, receiving multiple awards for its innovative ecological restoration technologies [6][7] - The establishment of a national grass industry technology innovation center is underway, focusing on key areas such as grass breeding and ecological restoration, supported by significant government backing [10][12] Specific Project Details - The ecological environment governance project includes 12 sub-projects, with significant investments planned for desertification control and ecological restoration across various regions in Inner Mongolia [13][14] - The ecological landscape enhancement project consists of 5 sub-projects aimed at improving urban ecological environments and infrastructure, contributing to regional economic development [29][30]

Core Viewpoint - The article emphasizes the importance of combating desertification and enhancing ecological construction in China, particularly through the "Three North" project, which is crucial for ecological security and sustainable development [12]. Group 1: Desertification Control Efforts - The "Three North" project is a key ecological initiative aimed at combating desertification, with significant efforts being made in regions like Inner Mongolia, where the Ordos City is a main battlefield [12][13]. - In 2025, Ordos plans to implement ecological construction over 2.56 million acres, including the treatment of 290,000 acres of bare sand [13]. - Mechanization is identified as a key to improving efficiency in desertification control, with new technologies such as self-propelled sand barrier machines significantly increasing productivity [13]. Group 2: Afforestation and Biodiversity - In Liaoning's Zhangwu County, a grafting project of Chinese red pine onto Japanese black pine has achieved over 90% survival rate, showcasing advancements in afforestation techniques [14][15]. - The region is transitioning from single-species forests to mixed-species plantations to enhance resilience against pests and diseases [15]. - Zhangwu County has become a significant seedling production base, cultivating 20 million high-quality seedlings annually [15]. Group 3: Economic Development through Agriculture - In Xinjiang's Yutian County, the cultivation of roses has become a profitable venture, with 3,000 acres planted, yielding between 5,000 to 10,000 yuan per acre [16]. - The county has developed a variety of rose-based products, enhancing the economic value of the crop and contributing to local tourism [16]. - The integration of agriculture, culture, and tourism is being promoted to create a comprehensive development model, boosting local income and attracting tourists [16].

Core Insights - The article highlights the significant ecological restoration efforts undertaken by the company, which is transforming arid regions into green oases through innovative practices and technologies [3][5][11]. Group 1: Company Overview - The company, established in 2001, focuses on the breeding, processing, and application of ecological grasses, forage grasses, and lawn grasses, utilizing local seed sources and digital technology to provide comprehensive technical and product services in the grass seed industry [5]. - The company operates the largest germplasm resource bank in Asia, housing 65,000 germplasm resources, 170,000 specimens, and 1.65 million soil samples, safeguarding national seed security [5]. Group 2: Ecological Restoration Efforts - The company has successfully managed nearly 33 million acres of ecological restoration across various ecological types, showcasing significant achievements in environmental recovery [5]. - Innovative technologies such as seed ropes and spiral breeding towers are being employed to enhance desertification control, allowing for large-scale, sustainable, and precise sand control efforts [11]. Group 3: Global Impact and Recognition - The company's efforts have garnered international attention, with media representatives expressing admiration for the ecological advancements made in Inner Mongolia, which serve as a model for global environmental solutions [3][13]. - The commitment to ecological restoration is framed as a vital contribution to addressing climate crises, positioning the company as a key player in global environmental sustainability [13].