Brokerage Morning Meeting Highlights | AI+ Agriculture will be an important exploration and development direction

Market fluctuated and differentiated yesterday, with the three major indexes showing mixed gains and losses. The total turnover of the Shanghai and Shenzhen stock markets was 1.44 trillion yuan for the whole day, a decrease of 189.1 billion yuan from the previous trading day. In terms of sectors, military industry, semiconductor, medical information technology, Siasun Robot & Automation and other sectors were among the top gainers, while solid-state batteries, liquor, coal, and food sectors were among the top decliners. As of the close of yesterday, the Shanghai Composite Index rose by 0.22%, the Shenzhen Component Index rose by 0.28%, and the ChiNext Index fell by 0.29%. At today's brokerage morning meeting, Galaxy Securities proposed that AI + agriculture will be an important direction for exploration and development; China Securities Co., Ltd. indicated that it is focusing on investment opportunities in passive components and upstream raw material industries. Galaxy Securities: AI + agriculture will be an important direction for exploration and development Galaxy Securities stated that AI + agriculture will be an important direction for exploration and development. In the past three years, the focus of global technology has been on AI big data models and Siasun Robot & Automation technology. With the spillover of technology, the phenomenon of finding application scenarios on the consumer end is becoming increasingly common. From the perspective of supporting the industrialization of AI development, in recent years, there has been increasing policy encouragement for technology-led consumption upgrades. Policies will gradually focus on exploring the potential of intelligent development in various aspects of the consumer field and encourage AI + consumption innovation and upgrade. From the perspective of AI + agriculture, it is still in the early stages of intelligent development. In terms of industry chain analysis, different types of enterprises have different focuses in research and development, production, channels, marketing, etc. For example, in the pet industry, there have been emerging potentials and opportunities in combining AI in product research and innovation, sales channels, and end-market marketing to varying degrees. In the case of pig breeding, production management has become a core link in the industry chain, so pig companies are investing heavily in comprehensive digitization to improve breeding efficiency and reduce costs. China Securities Co., Ltd.: Focus on investment opportunities in passive components and upstream raw material industries China Securities Co., Ltd. pointed out that the current recovery in demand for the consumer electronics industry and the catalytic resonance of new consumption by AI are leading to a significant increase in the demand for passive components in terms of quantity and performance. By 2030, the average annual growth rate of MLCC and chip inductors in the AI field is expected to exceed 30%. It recommends focusing on investment opportunities in passive components and upstream raw material industries, especially recommending integrated enterprises in the upstream and downstream sectors to fully enjoy the upgrade dividend of the entire industry chain. This article is reprinted from "Cai Lianshe". GMTEight editor: Jiang Yuanhua.