吉峰科技(300022) - 吉峰科技投资者关系管理信息

Group 1: Agricultural Machinery Development Stages - The first stage is the IoT phase, where machinery can collect data such as working area and trajectory, but still requires human operation [1] - The second stage involves advanced assisted driving, allowing machines to operate autonomously in fields, exemplified by John Deere's equipment [1] - The third stage is full automation, which faces challenges in efficiency and high application costs, hindering widespread adoption [1] Group 2: Domestic vs. International Agricultural Machinery Market - The gap between domestic and international markets extends beyond emission standards to technology and quality differences in high-end products [2] - Currently, only a small number of high-end users in China utilize domestic equipment, while foreign brands dominate the market [2] - Cultural factors, rather than purely technical issues, contribute to the market disparity, with large-scale foreign farms more willing to invest in high-quality machinery [2] Group 3: Land Transfer and Management - China's land is undergoing significant transfer and management, moving towards large-scale operations [2] - Approximately 15% of land may be managed by state entities, while 20-25% could be contracted by large enterprises for strict agricultural practices [2] - Another 20-25% may be managed by farmers and cooperatives, with the remaining land likely to remain with smallholders [2] Group 4: Position of Renewable Energy in Agricultural Machinery - Changes in renewable energy adoption are not widespread and depend on specific application scenarios [2] - Battery-powered machinery is suitable for small areas (10-20 acres) but is less effective for large-scale operations due to high energy consumption [2] Group 5: Industry Outlook - The agricultural machinery industry is expected to remain sluggish next year, with potential improvement in the following year [2] - Key factors affecting sales include market saturation and farmers' reluctance to invest in new machinery due to low profitability [2] - Grain prices are a decisive factor, influencing farmers' willingness to upgrade equipment [3]