电力设备 | 证券研究报告 — 最新信息 2026 年 1 月 20 日 603806.SH 增持 原评级：增持 市场价格:人民币 15.32 板块评级:强于大市 股价表现 (%) 今年 至今 1 个月 3 个月 12 个月 绝对 9.7 15.6 (0.4) 7.1 相对上证综指 7.4 9.9 (7.5) (19.8) 发行股数 (百万) 2,608.74 流通股 (百万) 2,608.74 总市值 (人民币 百万) 39,965.88 3 个月日均交易额 (人民币 百万) 370.03 主要股东 杭州福斯特科技集团有限公司 48.47% 资料来源：公司公告， Wind ，中银证券 (16%) (7%) 2% 10% 19% 28% Jan-25 Feb-25 Mar-25 Apr-25 Jun-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 福斯特 上证综指 以 2026 年 1 月 19 日收市价为标准 相关研究报告 《福斯特》20251104 《福斯特》20250422 《福斯特》20241111 中银国际证券股份有限公司 具备证券投资咨询业务 ...

Core Insights - The summit marked a significant step for Dongda Agriculture in the global development of soil health and high-end agricultural film sectors, showcasing innovative products and fostering strategic collaborations [2][28][30] Group 1: Innovation and Technology - Dongda Agriculture emphasized the importance of technological innovation in driving sustainable agricultural development, as highlighted by Chairman Zhang Hongyun's opening remarks [4][9] - The launch of Dongda's new series of ecological intelligent soil conditioners, including products for acidic, alkaline, and heavy metal-contaminated soils, showcased the company's commitment to addressing specific agricultural challenges [11] - The introduction of advanced agricultural films, such as PO film and EVA anti-fog film, demonstrated Dongda's leadership in high-end agricultural film technology [15] Group 2: Market Opportunities and Strategies - The summit revealed a trillion-level market opportunity in the agricultural sector, driven by national policy support and market demand [9] - The release of the 2025 dealer policy provided clear directions for global distributors, enhancing collaboration and market competitiveness [19] - The signing of strategic agreements with global distributors solidified Dongda's leading position in the market and laid a foundation for future technological promotion and market expansion [24] Group 3: Collaboration and Future Outlook - The summit facilitated deep exchanges between Dongda Agriculture and global partners, reinforcing the concept of win-win cooperation [23][28] - The successful conclusion of the summit indicated a new phase of globalization for Dongda Agriculture, with a focus on exploring new directions for agricultural development [30] - The visit to Dongda's production facilities by distributors further strengthened confidence in future collaborations and technological exchanges [26]