Dayu Irrigation(SZ:300021)2025-08-03 04:28Group 1: Investor Relations Activities - The company held an RWA Era High-end Agricultural Products Innovation Seminar on August 2, 2025, in Tianjin, where strategic cooperation agreements were signed with Costa and Zhongke Yuandian [2][3]. - Participants included representatives from various securities firms and investment funds, indicating a broad interest in the company's activities [3]. Group 2: Business Development and Strategy - The company is actively researching pathways to integrate high-end agricultural products with water resources assets, leveraging partnerships with brokers and relevant entities [4]. - The company has established a leading position in high-standard farmland construction and operation, with significant experience in agricultural water conservancy and intelligent irrigation systems [4]. Group 3: Disaster Prevention and Management - The company's disaster prevention systems, developed by Huitu Technology, are operational in over 20 provinces and 2000 counties, providing real-time data for flood and drought management [5]. - The Beijing flood prevention command platform, built by Huitu Technology, demonstrates the effectiveness of the company's technology in providing precise data support [5]. Group 4: Mergers and Acquisitions - The company is preparing to participate in the bidding for the Huai'an Design Institute, which has a strong track record in water conservancy design [6][7]. - Successful acquisition of the Huai'an Design Institute is expected to enhance the company's capabilities in complex project designs and facilitate participation in significant projects like the Yarlung Tsangpo River Hydropower Station [7]. Group 5: Policy and Market Outlook - Recent national policies supporting agricultural water conservancy are expected to drive future orders and revenue growth for the company [8][9]. - The company plans to expand its national footprint and leverage integrated solutions to capitalize on opportunities presented by national strategies such as "Water Conservancy Power" and "Rural Revitalization" [9]. Group 6: Technological Integration - The company aims to enhance its technological capabilities by integrating modern technologies such as IoT, cloud computing, and AI with traditional water conservancy and agriculture sectors [9].