经济观察网 2026年2月11日，中央一号文件正式发布，围绕种业振兴、林草机械推广和"三北"工程建设 等领域部署，明确生态修复与草产业发展方向，为蒙草生态（300355）等市场主体释放政策机遇。蒙草 生态作为聚焦草种科技的上市公司，累计承接40余项"三北"治理项目，总治理面积达500万亩，并创新 立体光伏治沙模式，与新能源企业合作提升治沙效能。另一方面，2026年2月7日公司公告显示，子公司 投资的信托产品到期后1.35亿元本金未兑付，转为非现金资产，可能对短期资金周转带来不确定性。 股票近期走势 以上内容基于公开资料整理，不构成投资建议。 截至2026年2月12日，蒙草生态股价报收3.93元，当日下跌1.01%，近5日累计跌幅0.76%，区间振幅 1.78%。资金流向方面，2月12日主力资金净流出2328.88万元，换手率2.24%，成交金额1.14亿元。技术 面显示股价处于震荡区间，20日压力位4.2元，支撑位3.88元。 财报分析 2025年前三季度，蒙草生态实现营收16.3亿元，同比增长38.04%；归母净利润7435.49万元，同比增长 48.73%，扣非净利润2992.66万元，同比大幅提升605 ...

Core Viewpoint - The company, Mongolian Grass Ecological (300355), is actively involved in ecological restoration projects in desert areas of China, leveraging the "three-dimensional ecological photovoltaic sand control" model to enhance land use efficiency and create sustainable desert ecosystems [1] Group 1: Industry Context - Approximately one-fourth of China's territory is covered by desert and sandy land, prompting the government to accelerate the construction of large-scale wind and solar power bases in these regions [1] - The "three-dimensional ecological photovoltaic sand control" model integrates power generation, ecological restoration, and livestock farming, aiming to achieve multiple benefits and a transformation from "sand control" to "sand utilization" [1] Group 2: Company Initiatives - The company has undertaken several photovoltaic sand control projects in Inner Mongolia, including both "on-site ecological governance" and "off-site ecological governance" [1] - An example project is the 300,000-kilowatt ecological governance project in Hongjin Houqi, which covers a total ecological governance area of 36,000 acres, with 8,800 acres dedicated to on-site ecological governance [1] - The company is currently collaborating with multiple renewable energy enterprises to expand its related business, indicating a proactive approach to growth in this sector [1]

Group 1 - The core viewpoint of the article highlights that Mengcao Ecological is actively responding to the 2026 Central No. 1 Document, focusing on grass seed technology to support the "Three North" project [1][2] - Mengcao Ecological has undertaken over 40 projects related to the "Three North" initiative, covering a total area of 5 million acres, providing low-cost and efficient ecological governance services [1][2] - The company has achieved revenue and net profit growth in the first three quarters of 2025, aligning ecological governance responsibilities with corporate profitability and sustainable development [1] Group 2 - The 2026 Central No. 1 Document emphasizes the comprehensive promotion of the "Three North" project and the use of projects like "work for relief" to consolidate and expand desertification control results [2] - Mengcao Ecological has collaborated with several renewable energy companies to innovate a three-dimensional photovoltaic desertification control model, which has increased local farmers' income by 8,000 to 10,000 yuan [2] - The company has successfully cultivated 111 high-quality domestic grass seed varieties with independent intellectual property rights, contributing significantly to long-term desertification control [2][3] Group 3 - Mengcao Ecological has established a one-stop ecological service guarantee center in key desertification control areas, creating a comprehensive technical service system to enhance the "Three North" project's quality and efficiency [3] - The company aims to strengthen the long-term management mechanism for desertification control and continuously empower the integration of ecological restoration and grass industry development [3]

蒙草生态（300355.SZ）2月10日在投资者互动平台表示，尊敬的投资者，您好！ "生态种子包"是公司 科研团队依托精准至每平方公里甚至每平方米的生态大数据，系统分析修复地天然植被群落结构，针对 不同立地条件与退化程度，因地制宜地配置优良乡土草种形成的系列产品，实现从"一刀切"到"一地一 策"精准治理的跨越。当前公司种子生态包大部分用于自身承接的生态修复项目，部分对外销售，由于 种子包单独销售收入未到达公司整体销售收入的10%，因此公司种子包营业收入情况合并计入年报销售 收入、产品分类"草种及乡土植物销售"部分。 感谢您对公司关注与支持！ （记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：经常在各平台看到蒙草生态视频直播卖种子包，还看 到内蒙古草票机制牧民获益。请问公司在草票机制里收益部分收益总额及毛利率，在种子包方面收入总 额和毛利率多少？别说看定期财报，因为我看财报里没有。 ...

证券日报网讯2月10日，蒙草生态（300355）在互动平台回答投资者提问时表示，根据《深圳证券交易 所创业板股票上市规则》规定，公司遵循公平披露的原则，会在定期报告(即季报、半年报及年报)中披 露股东人数信息，请及时关注公司定期报告。 ...

2026年中央一号文件近日正式发布，围绕种业振兴、林草机械推广、"三北"工程建设等核心领域作出部署，明确了生态修复与草产业的发展方向，为相关 领域市场主体发展明晰政策导向、释放发展机遇。蒙草生态（300355）作为中国唯一一家聚焦草种科技的生态科技型上市公司，凭借与政策导向高度契合 的核心业务布局，以及在草种选育、林草机械研发、可持续防沙治沙等领域积淀的技术、产品与服务优势，成为精准承接此次政策红利的重要市场主体之 一。 据了解，在"三北"工程攻坚推进过程中，蒙草生态长期深耕草种科技创新与可持续生态建设领域，累计承接40余项"三北"攻坚相关治理项目，总治理面积 达500万亩，通过提供低成本、高效能的生态治理及配套保障服务，深度参与全国可持续防沙治沙实践。经营数据显示，2025年前三季度，蒙草生态实现 营收、净利润双增长，在践行生态治理社会责任的同时，实现企业效益提升与可持续发展的有机统一。 2026年中央一号文件明确提出，全面推进"三北"工程建设，推广以工代赈等项目实施方式，巩固扩大防沙治沙成果。公开报道显示，蒙草生态已与多家新 能源企业开展深度合作，创新探索"板上发电、板下修复、板间种植"的立体光伏治沙模式 ...

Core Viewpoint - The article discusses the innovative seed rope technology developed by Mongolian Grass Ecological Environment Group, which aims to improve the efficiency of desertification control and ecological restoration in arid regions. Group 1: Technology and Innovation - The seed rope technology allows for precise planting of seeds in sandy areas, addressing issues such as seed drift and uneven distribution, resulting in a 60% reduction in seed usage and a 15% to 20% increase in survival rates [2][3] - The company has established numerous pilot bases in various desert regions to test and optimize seed combinations and planting depths, enhancing the adaptability of the seed rope technology to different environments [2][3] Group 2: Application and Impact - The seed rope and other products have been applied across 5 million acres in regions like the Kubuqi Desert and Horqin Sandy Land, contributing to ecological restoration efforts [3] - The company has developed a big data platform for ecological restoration, which generates tailored seed combinations based on real-time environmental data, akin to a "prescription" for ecological recovery [3] Group 3: Government Support and Funding - The Inner Mongolia government is investing 106 million yuan in 2024 for technological advancements in desertification control, supporting 15 innovation projects and promoting over 60 advanced technologies [3] - The mechanical application of desertification control technologies has reached a coverage rate of 54%, indicating significant progress in the industry [3]

开沟、布绳、回埋，内蒙古库布其沙漠腹地，一台台种子绳播种机列队前行。机器辗过沙海，划出一道 道笔直辙痕，布下种子的"生命线"。 半个月后，辙痕上只冒出零星绿意。"出苗率不到50%，试验失败。"蒙草生态环境（集团）股份有限公 司生态产业规划研究院院长邢圣斐眉头微皱，在工作日志记下数据。 问题出在哪里？分析结果指向"埋深"。种子绳埋深偏浅，受风的影响，种子难以扎根。瞄准问题，邢圣 斐和同事们随即开展针对性试验，最终找到该区域种子绳的最佳埋深，确保种子既不因过浅而无法着 床，也不因过深而耗尽养分。 这样的故事，是蒙草集团进行场景测试的日常。"新产品投产前，要在实际场景中进行验证，才能更好 发现问题。"邢圣斐解释。 "传统治沙，靠人工撒播或飞播，受风的影响，种子经常无法落到预定区域。"邢圣斐说，即使落准了， 种子也裸露于地表，难以扎根，造成出苗率低和分布不均匀。种子绳，成为解决痛点的突破口。 每台种子绳播种机的尾部，都装配着多个绿色"线圈"，播种机行进，"线圈"会随之转动，将白色的种子 绳埋入沙地。"我们将提前搭配好的种子、微生物菌肥、保水剂，按照适合该区域的间距，编织进可降 解的绳子里，提前设定好播种深度，利用播种 ...

Core Insights - The article discusses the innovative seed rope technology developed by Mongolian Grass Ecological Environment Group, which aims to improve the efficiency of desertification control and vegetation restoration in arid regions [1][2][3] Group 1: Technology and Innovation - The seed rope technology allows for precise planting of seeds, reducing seed drift and ensuring better nutrient availability, leading to a 60% reduction in seed usage and a 15% to 20% increase in survival rates [2] - The company has established numerous pilot bases in various desert regions to test and optimize seed combinations and planting depths, enhancing the adaptability of the seed rope technology to different environments [2][3] Group 2: Application and Impact - The seed rope and related products have been applied across 5 million acres in regions such as the Kubuqi Desert and Horqin Sandy Land, contributing to ecological restoration efforts [3] - The company has developed a big data platform for ecological restoration, which generates tailored seed combinations based on real-time environmental data, akin to a prescription for ecological recovery [3] Group 3: Government Support and Future Prospects - The Inner Mongolia government is investing 106 million yuan in 2024 for technological advancements in desertification control, supporting 15 innovative projects and promoting over 60 applicable technologies [3] - The mechanical application of desertification control techniques has reached a coverage rate of 54%, indicating a significant shift in the industry towards more effective and technology-driven solutions [3]

Core Viewpoint - The company, Mongcao Ecological, announced that its subsidiaries have not yet recovered a total principal of 135 million yuan from a trust investment, and instead, they will take over the underlying assets of the trust, becoming partners in a limited partnership [2][5]. Group 1: Trust Investment Details - Two subsidiaries of Mongcao Ecological, QinCao Nature and QinCao Ecology, invested a total of 198 million yuan in a trust product issued by Shaanxi Guotou Trust, with investment periods not exceeding 24 months [2][3]. - The trust funds were intended for investment in a private equity fund focused on infrastructure and development projects in Xi'an Fengdong New City [3][5]. - The exit strategy outlined in the trust contract involves a buyback by Xi'an Fengdong Holdings at a premium rate of 5.9% per annum [3][6]. Group 2: Current Status and Future Actions - As of February 4, 2026, the trust plan has matured, but 135 million yuan in principal remains unpaid, with QinCao Nature and QinCao Ecology unable to recover their respective investments of 85 million yuan and 50 million yuan [3][8]. - The trust has issued a distribution notice, indicating that the subsidiaries will receive non-cash assets, specifically a 6.75% share in the limited partnership, which corresponds to the unpaid principal [5][8]. - The company is actively negotiating with Shaanxi Guotou Trust and Xi'an Fengdong Holdings regarding the distribution of trust assets and the fulfillment of the buyback obligations [8].