Core Viewpoint - The development and testing of advanced unmanned agricultural machinery in Dazhou, particularly in hilly areas, is positioned to capture significant opportunities in overseas markets due to its innovative features and adaptability to challenging terrains [1][2][3][4]. Group 1: Product Features and Advantages - The unmanned rotary tiller is designed to operate in both dry and wet fields, with a maximum remote control distance of 300 meters, showcasing its versatility [2]. - The machinery is compact, being less than one-third the size of traditional models, making it suitable for fragmented farming areas like terraced and sloped lands [2]. - The equipment can perform multiple tasks with a single modular battery, demonstrating efficiency in energy use [2]. Group 2: Research and Development Initiatives - The Dazhou agricultural machinery park has established partnerships with several universities and research institutes to drive innovation in smart agricultural machinery tailored for hilly terrains [3]. - The park has signed contracts with 12 companies, established 18 production lines, and launched 34 products across nine fields, including smart agricultural machinery and agricultural robots [3]. Group 3: Market Strategy and Export Potential - The park aims to differentiate itself by focusing on small-scale agricultural machinery, which is less emphasized in flatland countries that prioritize large machinery [4]. - Recent orders include over 10,000 micro tillers and engine components for export to Siberia, indicating a strategic move to meet specific regional demands [4]. - The park is developing a 161-acre smart agricultural machinery industrial park, emphasizing the trends of smart and green technology in agriculture, aligning with global demands for sustainable practices [4].

中新网三明9月28日电 (黄馨怡)28日，2025年三明市推进中国稻种基地高质量发展会议在福建省三明市 建宁县举行，谢联辉、翟虎渠、谢华安等7位院士以及农业领域专家齐聚，考察"中国稻种基地"建设情 况，共谋现代种业发展新图景。 2025年三 三明市发展杂交水稻制种已近50年，稳居"全国杂交水稻种子生产第一大市"，培育出建宁、泰宁、宁 化、尤溪等4个国家级制种大县。近年来，三明市稻种产业规模持续扩大，2024年制种面积37.5万亩， 产量7.8万吨，杂交水稻种子产量约占全国的四分之一。"建宁水稻种子"成为全国首个水稻种子地理标 志商标。 参会人员走进建宁县溪口镇120亩制种高产示范片调研。水稻长势喜人、稻穗饱满，农机忙碌收割成熟 种子。院士专家团深入稻田，选取有代表性的田块，进行机收实割测产，按标准水分13.5%折算产量， 测产结果为亩产357.5公斤，杂交水稻制种单产达到新水平。 会上，三明市领导为现代种业产业链特聘专家团和"双招双引"智库专家颁发聘任书。特聘专家团由中国 科学院院士谢华安、钱前，中国水稻研究所所长姜仁华等13人组成。 在忙碌收割成熟种子。 黄馨怡 摄 图为农机 明市推进中国稻种基地高质量发展 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 9月25日15：00 - 17：00，威马农机股份有限公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） 以网络远程方式，举办了重庆辖区上市公司2025年投资者网上集体接待日暨半年度业绩说明会活动。活 动吸引了众多投资者参与，威马农机财务总监杨琳、副总经理兼董事会秘书王帅、证券事务代表刘施宏 出席并回答投资者提问。 本次投资者关系活动类别为"参加重庆辖区上市公司2025年投资者网上集体接待日暨半年度业绩说明会 活动"。参与单位为参加此次活动的投资者。 业绩增长方面，公司称正在积极推进智能农机装备创新，2025年重庆、泰国制造基地将全面投产，美国 子公司及境外商务处等海外营销渠道建设也将逐步完成，以保持稳定业绩增长，实现可持续发展。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不 ...

证券代码：301533 证券简称：威马农机 威马农机股份有限公司投资者关系活动记录表 投资者您好！公司目前经营情况正常，公司将持续围绕主业深耕发展，不 断提升公司综合竞争实力；公司相关股东将积极遵守 IPO 申报时出具的承 诺，请关注公司在指定信息披露媒体披露的相关信息。感谢您的关注！ 4、请问公司泰国工厂于 9 月 16 日正式投产 ，作为全球化战略的关键布 局，其当前产能利用率、订单获取情况如何？预计何时能实现盈亏平衡并 对公司业绩产生正向贡献？ 尊敬的投资者您好！公司在泰国全资子公司诺威斯动力设备有限公司建设 生产基地，目前进展顺利，部分产线已经投产，公司将利用泰国工厂加大 对东南亚及其他目标市场拓展深度；具体经营业绩请关注公司在指定信息 披露媒体披露的相关信息。谢谢关注。 5、威马农机，对农业机器人有无研发 投资者您好！请关注公司在指定信息披露媒体披露的相关信息。感谢关注！ 编号：2025-002 | | 特定对象调研 分析师会议 | | --- | --- | | | 媒体采访 业绩说明会 | | 投资者关系 | 新闻发布会 路演活动 | | 活动类别 | 现场参观 电话会议 | | ...

Group 1 - The Tai'an government is implementing a series of measures and key initiatives to promote consumption in the agricultural and rural sectors by 2025 [1] - The agricultural machinery "trade-in" program is a significant measure to stimulate consumption, allowing for subsidies on the scrapping and updating of agricultural machinery [3] - Eligible agricultural machinery for the scrapping subsidy includes 27 types such as tractors, seeders, and combine harvesters, with subsidy amounts varying based on the type and power of the machinery [3] Group 2 - The subsidy standards for tractors range from 1,000 yuan to 20,000 yuan depending on horsepower, with additional incentives for scrapping and purchasing similar machinery [3] - The criteria for machinery to qualify for scrapping subsidies include reaching the end of its service life, having significant safety hazards, high failure rates, severe damage, high repair costs, or being officially phased out by the state [3]

Group 1 - The article highlights the significance of the White Dew solar term, marking the arrival of autumn and the harvest season, emphasizing the role of technology in ensuring agricultural yields [1] - New agricultural machinery with straw recovery functions is becoming increasingly important in fields, particularly in Shandong Heze, enhancing efficiency in crop harvesting [3][22] - The use of heavy-duty drones has revolutionized the transportation of harvests from mountainous areas, significantly reducing transport time from 50 minutes to just 10 minutes [6][8] Group 2 - An unmanned plant factory in Chengdu, Sichuan, has achieved over 100 times the production efficiency compared to traditional farming methods, showcasing advancements in agricultural technology [9][11] - The plant factory employs automated systems for planting and transporting crops, ensuring a fully automated growth cycle [13] - In Jiangxi Yongxin, modern agricultural machinery is being utilized to expedite the harvesting of over 200,000 acres of rice, with nearly 3,100 machines deployed for efficient operations [18][20] Group 3 - In Shandong Yuncheng, new corn harvesting machines are being introduced that can simultaneously harvest corn and collect straw, streamlining the entire process [22] - In Xinjiang Kunyu, the region is experiencing a bumper harvest of processing tomatoes, with an expected yield of around 9 tons per acre, thanks to favorable climatic conditions [25][31] - The implementation of an order-based agricultural model in Kunyu ensures quality control and efficient management throughout the tomato growing process, enhancing the overall yield and quality [31][29]

Core Viewpoint - The article highlights the increasing involvement of engineering machinery companies in the agricultural machinery sector, emphasizing their role in enhancing agricultural productivity and modernizing farming practices through technological innovation and cross-industry collaboration [1][2][3]. Group 1: Industry Trends - Engineering machinery companies are diversifying into agricultural machinery production, leveraging their technological expertise to address common challenges in the agricultural sector [2][3]. - Companies like SANY and XCMG are focusing on practical applications and rapid iterations of their products, achieving significant sales in various agricultural machinery categories [3][4]. - The agricultural machinery export market is showing positive growth, with a notable increase in exports from Hunan province, particularly to Germany and Indonesia [7][8]. Group 2: Technological Innovations - Engineering machinery firms are applying advanced technologies such as IoT, big data, and AI to enhance the efficiency and precision of agricultural machinery [5][6]. - SANY has introduced intelligent features in their planting machines, significantly reducing labor requirements and improving operational efficiency [6][5]. - Companies are also integrating their engineering management practices into agricultural machinery production, ensuring high-quality standards throughout the manufacturing process [6][5]. Group 3: Market Expansion - SANY and LiuGong are successfully penetrating international markets, with SANY's products reaching over 120 countries and LiuGong delivering specialized equipment to Thailand [8][9]. - The export of agricultural machinery from China is not merely about product transfer but involves a deep integration of technology, service, and cultural understanding [9].

Group 1 - Indonesia officially became a member of BRICS at the beginning of 2025, with a total of 20 member and partner countries by the end of June [1] - In the first half of the year, China's trade with other BRICS countries reached 6.11 trillion yuan, a year-on-year increase of 3.9%, accounting for 28.1% of China's total trade [1] - The expansion of the BRICS cooperation mechanism is seen as a significant step for the Global South, promoting industrial transformation and trade growth [1] Group 2 - BRICS countries are leveraging their comparative advantages in various sectors, achieving notable results in trade cooperation in industrial, agricultural, and infrastructure fields [2] - In agriculture, China imported palm oil and rapeseed oil from other BRICS countries, with a year-on-year increase of 13.7%, and exports of agricultural machinery grew by 34.7% [2] - The cooperation in the infrastructure sector is accelerating, with significant increases in China's exports of road rollers and concrete mixers to other BRICS countries [3] Group 3 - The "Smart Customs" demonstration center for BRICS countries was launched on June 30, providing a platform for sharing customs experiences and facilitating trade policy understanding [4] - The center offers resources in multiple languages and includes sections on trade data, customs news, and enterprise services, enhancing communication among BRICS customs [4] - A dual-language curriculum has been established to support capacity building and cooperation among BRICS customs, showcasing China's smart customs practices [4] Group 4 - Future efforts will focus on accelerating customs capacity building and cooperation among BRICS countries, supporting trade exchanges effectively [5]

Financial Data and Key Metrics Changes - Net sales and revenues decreased by 9% to DKK 12.018 billion, with equipment operations net sales also down by 9% to DKK 10.357 billion [9] - Net income attributable to Deere & Company was €1.289 billion, or $4.75 per diluted share [9] - Operating margin for equipment operations was reported at 12.6% [5] Business Segment Data and Key Metrics Changes - **Production and Precision Ag**: Net sales decreased by 16% year over year to €4.273 billion, primarily due to lower shipment volumes and unfavorable price realization [10] - **Small Ag and Turf**: Net sales were down 1% year over year to €3.025 billion, with a slight decline in shipment volumes offset by positive currency translation [11] - **Construction and Forestry**: Net sales decreased by 5% year over year to DKK 3.059 billion, mainly due to unfavorable price realization [17] Market Data and Key Metrics Changes - In the U.S. and Canada, large ag equipment industry sales are expected to decline by approximately 30% in fiscal year 2025 due to high interest rates and elevated used inventory levels [12] - Small ag and turf industry demand in the U.S. and Canada is projected to be down 10% [13] - European market sentiment is improving, with expectations for industry sales to be flat to down 5% in fiscal year 2025 [14] Company Strategy and Development Direction - The company is focused on disciplined execution amidst challenging market dynamics, managing production costs, and inventory levels effectively [5][6] - There is an emphasis on responding proactively to market downturns and maintaining robust investment levels for future growth [65] - The company aims to build production in line with retail demand as market conditions improve [26][65] Management's Comments on Operating Environment and Future Outlook - Management noted that global uncertainty and high interest rates continue to weigh on customer sentiment, but there are signs of improved demand in certain segments [5][6] - The company remains optimistic about its order books and is well-positioned to respond to demand growth when it returns [7][65] - Management highlighted the importance of managing costs and production efficiency to navigate the current economic environment [30][32] Other Important Information - Tariff costs in the quarter were approximately $200 million, with a forecasted pretax impact of nearly $600 million for fiscal year 2025 [32][33] - The company has seen significant reductions in inventory levels across various segments, positioning itself well for future demand [26][27] Q&A Session Summary Question: Production to retail demand expectations - Management indicated that production levels could align closely with retail sales increases, particularly in large ag, while small ag and turf may see some lift due to underproduction this year [70][73] Question: Early order programs insights - Management noted that planter programs are seeing cautious ordering, while early responses for combines are positive but still early in the cycle [76][79] Question: Pricing and market competition - Management acknowledged competitive pricing pressures but noted positive market responses to recent pricing actions, with expectations for some price moderation in the fourth quarter [97][99] Question: Cash flow guidance variability - Management explained that the cash flow guidance range reflects uncertainties in the market, but they feel confident about inventory levels and retail sales trends [91][94] Question: Tariff impacts and mitigation strategies - Management provided details on the tariff costs and their allocation among business units, emphasizing ongoing efforts to mitigate these impacts [114]

Core Viewpoint - Weima Agricultural Machinery (301533) is focusing on developing specialized agricultural machinery products designed for hilly and mountainous terrains, emphasizing adaptability and reliability [1] Group 1: Product Development - The company has designed and optimized products such as crawler tillers and combine harvesters for various terrains and soil conditions, showcasing strong adaptability and reliability [1] - Continuous investment in research and development is being made to improve product performance and meet diverse agricultural production needs across different regions [1] Group 2: Market Expansion - The company plans to deepen its presence in overseas markets, particularly in Southeast Asia, with a focus on expanding into Vietnam and Indonesia through its production base in Thailand [1]