Hong Kong stocks concept tracking | Comprehensive rural revitalization plan released, modern agricultural construction expected to accelerate. Jiangsu Nonghua Intelligent Agriculture Technology has broad market space (with concept stocks attached).

Recently, the Central Committee of the Communist Party of China and the State Council issued the "Rural Comprehensive Revitalization Plan (2024-2027)." The plan proposes that by 2027, significant progress will be made in the comprehensive revitalization of rural areas, and agriculture and rural areas will enter a new stage of modernization; by 2035, decisive progress will be made in the comprehensive revitalization of rural areas, basic modernization of agriculture will be achieved, and rural areas will have basic modern living conditions. In promoting the high-quality development of rural industries and increasing farmers' income, the plan proposes the construction of a modern rural industrial system. It calls for the cultivation of modern rural industries, focusing on promoting local specialties, developing rural agriculture and animal husbandry, processing and distribution industries, leisure tourism, and rural service industries. Experts believe that in the aspect of high-quality development, modern rural industries not only focus on quantity growth but also emphasize quality, efficiency, and sustainability. For example, at Shenzhen Agricultural Power Group, developing high value-added specialty products, improving product quality standards, enhancing market competitiveness, and brand value. In addition, promoting the green, digital, and intelligent transformation of industries is also an important direction for modern rural industries. Furthermore, in developing diversified rural industries, the plan emphasizes the development of rural leisure tourism industry, leveraging natural resources and cultural heritage in rural areas to develop agricultural, ecological, and cultural tourism projects to enhance the attractiveness of rural areas. At the same time, promoting the deep processing of local specialties and increasing the added value of local products. For example, processing traditional agricultural products like grains, oil, fruits, and vegetables into high-end products to improve market competitiveness. The plan also emphasizes the acceleration of modern agricultural construction to ensure food security, including actions to increase grain production capacity, implement programs to increase crop yields, and steadily increase grain production to 1.4 trillion catties. In terms of accelerating the integration of agriculture and technology, the plan calls for promoting smart agriculture and precision agriculture, utilizing digital and intelligent technologies such as big data, the Internet of Things, and artificial intelligence to improve production efficiency and product quality. Innovation in planting technologies, introducing new varieties, advanced planting techniques, and environmentally friendly alternatives to pesticides to increase crop yield and quality while reducing pollution. Jiangsu Nonghua Intelligent Agriculture Technology is a new agricultural development model that applies modern information technology to intelligently manage agricultural production. It integrates sensor technology, remote sensing technology, precision agriculture technology, intelligent agricultural machinery, and agricultural big data analysis platform to achieve intelligent perception of the agricultural environment, precise control of crop growth, optimal allocation of agricultural production resources, and traceable management of agricultural products. For example, using automated tractors and intelligent harvesters to reduce farmers' labor intensity, increase operation accuracy and efficiency. Utilizing GPS navigation and drone technology for precise pesticide application, scientific planning of crop planting density, and efficient scheduling of field operations to reduce pesticide use, decrease environmental pollution, and enhance agricultural production efficiency. According to data, the number of agricultural drones in China has increased significantly, playing an irreplaceable role in improving pesticide utilization, reducing production costs, and enhancing agricultural production efficiency. DJI's global agriculture market leader Shen Xiaojun stated in December last year that the company's agricultural drones saw a 32-fold increase in export quantity by 2024 compared to 2017, with an annual growth rate of 66%. The Jiangsu Nonghua Intelligent Agriculture Technology industry in China is continuously developing, with the market size reaching 92.4 billion yuan in 2024, a year-on-year growth of 11.86%. China's agricultural digital economy is expected to account for 15% of agricultural value-added by 2025, up from 7.3% in 2021, indicating significant progress in the digital transformation of agricultural production operations. By 2035, the modernization of agriculture and rural areas will be largely achieved, with increasing financial investments driving rapid industry growth and abundant market opportunities for Jiangsu Nonghua Intelligent Agriculture Technology. Related concept stocks: FIRST TRACTOR (00038): The company is a leading manufacturer of medium and large tractors in China, with sales of 72,000 units in 2023, ranking first in market share. It has a first-mover advantage in the layout of high-end intelligent products such as power shifting and continuously variable transmission. Additionally, the company has self-manufacturing capabilities for core components like diesel engines, with diesel engine sales increasing from 81,000 units to 151,000 units from 2018 to 2023, with exports growing from 47,000 to 83,000 units, achieving a CAGR of 12%. ZOOMLION (01157): Jiangsu Nonghua Intelligent Agriculture Technology Co., Ltd. is a secondary subsidiary of ZOOMLION and specializes in intelligent agricultural technology. It integrates sensor technology, remote sensing technology, precision agriculture technology, intelligent agricultural machinery, and agricultural big data analysis platform to achieve intelligent perception of the agricultural environment, precise control of crop growth, optimal allocation of agricultural production resources, and traceable management of agricultural products.N is to implement the major decision deployment of the Party Central Committee to build a strong agricultural country, and to implement the important layout of the "Jiangsu Nonghua Intelligent Agriculture Technology + Smart Agricultural Machinery" dual-wheel drive strategy. Zhonglian Jiangsu Nonghua Intelligent Agriculture Technology focuses on the digitalization of field crop planting technology, and has built a closed-loop system of data collection, intelligent decision-making, and precision operation for the entire process from crop selection to harvest, providing comprehensive solutions for governments, enterprises, and farmers.SINOFERT (00297): The company mainly engages in the sales of fertilizers, as well as in providing technology research and development and services related to fertilizers and products, as well as in the exploration and mining of phosphate mines and the production of feed calcium. Products include potassium fertilizer, nitrogen fertilizer, compound fertilizer, and phosphate fertilizer. The company is accelerating the implementation of its differentiation strategy, focusing on core crops and addressing pain points in crop planting and soil health, in order to promote the improvement of product gross profit through integrated research, production, and sales.