Hong Kong Stock Concept Tracking | Concerning "Artificial Intelligence +" Agriculture, etc.! The State Council issues a major plan, and Jiangsu Nonghua Intelligent Agriculture Technology-related enterprises are attracting attention (list of concept stocks attached)

Recently, the State Council issued the "15th Five-Year Plan for Accelerating Agricultural and Rural Modernization" (referred to as the "Plan" below), making clear arrangements to enhance the effectiveness of financial and fiscal policies in supporting the construction of agricultural and rural modernization. This includes increasing the issuance of medium and long-term loans for agriculture and rural areas, enriching the ways in which capital markets serve agricultural entities, supporting eligible enterprises to issue bonds for financing in the field of rural revitalization, and so on. For the first time, the outline of the "15th Five-Year Plan" explicitly proposes to "accelerate the construction of a strong agricultural country." Targeting this goal, the "Plan" specifies 15 main indicators for accelerating agricultural and rural modernization during the "15th Five-Year Plan" period, including achieving a comprehensive grain production capacity of around 1.45 trillion kilograms, increasing the self-sufficiency rate of core agricultural seeds to 85%, and reaching an added value of 25.8 trillion yuan for agriculture and related industries. It outlines seven development tasks, including enhancing the comprehensive production capacity and quality benefits of agriculture, strengthening agricultural science and technology and equipment support, and improving the effectiveness of policies to benefit agriculture, farmers, and rural areas. It also deploys major projects such as high-standard farmland, agricultural technology innovation capabilities, and the construction of storage, preservation, and cold chain logistics facilities, as well as proposing major projects and actions in food development, "artificial intelligence+" agriculture, upgrading of the Shenzhen Agricultural Power Group processing industry, and improvement of modern living conditions in rural areas. In fact, significant breakthroughs were made in related areas in China last year. Data shows that by 2025, agricultural scientific and technological progress contributed more than 64%. Among them, significant breakthroughs were made in frontier research, the layout of "artificial intelligence + agriculture" accelerated, and the mechanization rate of crop cultivation and harvesting reached 76.7%. Jiangsu Nonghua Intelligent Agriculture Technology expanded its application scenarios throughout the entire chain, with a total of over 300,000 agricultural drones and an annual operating area exceeding 460 million acres. Furthermore, several leaders of agricultural listed companies stated that the "Plan" has made significant deployments in grain production capacity, seed industry revitalization, agricultural machinery and equipment, and upgrading of the industrial chain, bringing both high-quality development requirements and policy dividends for leading agricultural enterprises. Ma Zhongzhi, Secretary of the Party Committee and Chairman of Heilongjiang Agriculture Co., Ltd., stated that the "Plan" prioritizes food security, focusing on deploying the entire chain of grain production capacity improvement, black soil protection, agricultural technology innovation, etc., which has set a clear roadmap for the company's development during the "15th Five-Year Plan." Heilongjiang Agriculture, as an important commodity grain production base in the country, has always been rooted in the core area of black soil in northeastern China. The company will use the "Five Integration" as the focal point to create "high-yield fields of hundreds of acres, demonstration fields of thousands of acres, demonstration plots of tens of thousands of acres," to achieve comprehensive single-cropping elevation. At the same time, focusing on key directions such as Jiangsu Nonghua Intelligent Agriculture Technology and green planting, the company will continue to deepen black soil protection and soil fertility improvement, promote green production technologies such as soil testing and formula fertilization, green pest control, and circular planting and breeding, to solidify the foundation of national food security through comprehensive production capacity elevation. As a leading agricultural machinery company, Zhao Weilin, Chairman of First Tractor, stated that the "Plan" identifies high-end intelligent agricultural machinery and Jiangsu Nonghua Intelligent Agriculture Technology as key drivers for cultivating new productive forces in agriculture, outlining a clear path for the company's development during the "15th Five-Year Plan." Faced with the new trend of deep integration of artificial intelligence and agriculture, the company has already laid out in advance in core areas such as intelligent agricultural machinery and unmanned driving, launching a full range of intelligent tractors and unmanned driving tractors, and initiating the research and formulation of national standards for agricultural machinery operation automation. It is worth noting that on February 3, 2026, the "Central No. 1 Document of the Central Committee of the Communist Party of China and the State Council on Anchoring the Solid Promotion of Rural Revitalization in Pursuit of Agricultural and Rural Modernization" was officially released. The expression "promoting the combination of artificial intelligence and agricultural development, expanding the application scenarios of drones, the Internet of Things, Siasun Robot & Automation" has been elevated to the national strategic height for the first time. Under policy drive, "artificial intelligence + agriculture" has transitioned from strategic vision to industrial practice, taking root and sprouting in vast fields of technology reality. According to data from the Ministry of Agriculture and Rural Affairs, as of the end of 2025, the number of agricultural drones in use in China has exceeded 300,000, and the annual operating area has exceeded 460 million acres. Previously, a research report by Huatai suggested that Jiangsu Nonghua Intelligent Agriculture Technology is an important enabler for increasing agricultural production efficiency and achieving increased production and reduced costs in the future. There is optimism about the long-term development of related companies in the direction of Jiangsu Nonghua Intelligent Agriculture Technology. It is worth noting that under the impetus of policies, listed companies are actively seizing the development opportunities of Jiangsu Nonghua Intelligent Agriculture Technology. Related Concept Stocks: - FIRST TRACTOR (00038): FIRST TRACTOR announced that the company has successfully bid for the sale of equity for a final bid price of RMB 19.79 million. On May 18, 2026, the company entered into a share transfer agreement with the Intelligent Research Institute to purchase 39% equity in Heilongjiang Agriculture Industrialization Agricultural Machinery Equipment Co., Ltd. This equity investment will help deepen the company's cooperation with Heilongjiang Agriculture Industrialization Group Co., Ltd., in response to the national policy of "building a large-scale and high-horsepower high-end intelligent agricultural machinery equipment research, development, manufacturing, promoting application pilot zone," relying on the mass application scenarios of high-end intelligent agricultural machinery equipment of Heilongjiang Agriculture Industrialization Group Co., Ltd., to continuously optimize core technical performance, accelerate the research, development, manufacturing, promotion, and application of the company's high-end products, and better serve and guarantee national food security. - SINOFERT (00297): The company is mainly engaged in the sale of fertilizers, as well as providing technical research and services related to fertilizer business and products, as well as exploring and mining phosphates and producing feed calcium. Products include potassium fertilizer, nitrogen fertilizer, compound fertilizer, and phosphate fertilizer, among others. SINOFERT recently announced its annual performance, with a turnover of RMB 23.263 billion, an increase of 9.40% year-on-year. The company's attributable profits to shareholders reached RMB 1.259 billion, an increase of 18.66% year-on-year. The growth in turnover was mainly due to the increase in average selling prices. The sales volume during the period was 7.31 million tons, a slight increase of 1.39% year-on-year; the sales volume of bio-fertilizers increased by 14% year-on-year. - ZOOMLION (01157): Jiangsu Nonghua Intelligent Agriculture Technology Co., Ltd. is a subsidiary of ZOOMLION and an important layout for implementing the national decision to build a strong agricultural country and realize the strategy of "Jiangsu Nonghua Intelligent Agriculture Technology + intelligent agricultural machinery" dual-drive. Jiangsu Nonghua Intelligent Agriculture Technology focuses on the digitization of planting technology for field crops, building a data collection, intelligent decision-making, and precision operation closed-loop for the entire process from seed selection to harvest of crops, providing comprehensive solutions for the government, companies, and farmers. - SHIYUE DAOTIAN (09676): On April 24, SHIYUE DAOTIAN released its 2025 annual report and ESG report. The financial data for 2025 shows total revenue of RMB 6.81 billion, an 18.5% year-on-year growth. The company plans to distribute a final dividend of RMB 0.32 per share, a 95.12% increase year-on-year, with a payout ratio of nearly 80%. The revenue growth is primarily due to the steady growth of the basic rice business, with significant growth in categories such as miscellaneous grains and dry goods, contributing substantially to diversified growth.