本文源自：市场资讯 据交易所数据显示，12月16日，一亩田(YMT)盘中上涨9.99%，截至22:57，报1.335美元/股，成交 4610.0美元，总市值1.53亿美元。 财务数据显示，截至2025年03月31日，一亩田收入总额3428.2万人民币，同比减少12.64%；归母净利 润-263.5万人民币，同比增长80.35%。 资料显示，一亩田股份有限公司是一家在开曼群岛注册成立的境外控股母公司,主要由其境内实体子公 司北京一亩田新农网络科技有限公司运营。一亩田集团,成立于2011年,总部位于北京,是中国领先农业产 业互联网企业,致力于以数字技术推动农业产业转型发展。公司以搭建农产品B2B数字化产销服务平台 开始,逐步发展成为覆盖种植、批发、流通等农业全产业链的综合性数字集团企业,旗下一亩田APP数字 平台、豆牛智慧代卖、沃来采原产地代采、沃众田数字规模化种植基地、区域产业服务等业务板块,形 成农业全产业链数字化服务创新模式。 作者：行情君 ...

Core Viewpoint - Yimutian, a digital agriculture service company, has become the first Chinese agricultural internet enterprise to be listed on NASDAQ, highlighting its unique position in the global capital market [1] Group 1: Industry Context - China's agricultural sector faces challenges such as production fragmentation and inefficient circulation, with 98% of farmers managing 70% of the land and an average of 0.5 acres per person [3] - The founder's vision for Yimutian is to leverage digital solutions to streamline the entire agricultural supply chain [4] Group 2: Company Development - Yimutian's journey began with the launch of its app in 2011, initially focusing on B2B transactions to address information asymmetry between farmers and buyers [5] - The company has expanded its services to include procurement, logistics, digital planting bases, and AI marketing, creating a comprehensive digital service model for the agricultural supply chain [5] - By the end of 2024, Yimutian aims to cover 56 million agricultural businesses and has built a vast database of procurement resources and market data [5] Group 3: Business Model and Financials - Yimutian's revenue model is distinct from traditional internet platforms, with 94.7% of its revenue in 2024 coming from digital agricultural business services [10] - The company has achieved a gross margin of over 80%, with a revenue of 161 million yuan in 2024, reflecting a 7.3 percentage point increase from 2023 [10][11] - Yimutian's operational model minimizes heavy asset costs, focusing on technology development and service network expansion [11] Group 4: Market Potential - The total value of China's primary agricultural product circulation reached 9 trillion yuan in 2023, with a theoretical commission market space of 450 billion yuan based on a 5% commission rate [7] - The digital agriculture B2B service market in China is projected to grow significantly, with a compound annual growth rate of 37.6% expected from 2024 to 2029 [12] Group 5: Global Strategy - Yimutian is expanding its international operations, aiming to integrate global agricultural resources and provide high-quality products to consumers worldwide [13] - The company plans to replicate its successful model of integrating agents and standardized services in international markets, particularly in regions like Southeast Asia and Africa [15] Group 6: Competitive Advantage - Yimutian's competitive edge lies in its established "data + users + services" barrier and its deep understanding of the agricultural industry [15] - The company is positioned to benefit from the increasing digitalization of agriculture, with a focus on meeting the practical needs of farmers and agents [16]