农林牧渔行业：“AI+农业”系列专题一：政策大力支持智慧农业发展，AI赋能种植链前景可期

Investment Rating - The report provides a "Buy" rating for several companies in the agriculture sector, including 温氏股份 (Wens Foodstuffs Group), 牧原股份 (Muyuan Foods), 立华股份 (Lihua Agricultural), 唐人神 (Tianren Shen), and 邦基科技 (Bangji Technology) [4]. Core Insights - The report emphasizes the significant support from national policies for the development of smart agriculture, highlighting the promising future of AI-enabled agricultural practices [2][25]. - AI is transforming traditional agriculture into standardized production through applications in crop monitoring, precision agriculture, agricultural robotics, and data analysis [10][25]. - The report identifies key investment opportunities in AI breeding, AI planting, and AI agricultural service providers, suggesting specific companies to watch [2][4]. Summary by Sections 1. Policy Promotion of Smart Agriculture - The integration of AI, IoT, big data, and cloud computing is fundamentally changing traditional agricultural production models [25]. - The national action plan aims for an agricultural production informationization rate of 32% by the end of 2028 [25]. - Recent policies emphasize the importance of technology in enhancing agricultural productivity and efficiency [27]. 2. Breeding: AI-Driven Intelligent Design - AI tools are enhancing breeding efficiency by analyzing vast datasets to predict genotype-phenotype associations [31]. - International agricultural giants are leveraging AI for rapid development of new crop varieties [31]. - Domestic advancements in AI breeding are being made through collaborations between research institutions and tech companies [31]. 3. Planting Production: AI-Assisted Decision Making - AI supports intelligent decision-making and automated farming practices, leading to increased crop yields [25]. - The report notes the rapid development and application of AI technologies in large-scale farms in Europe and the US [25]. - Domestic policies are fostering an environment conducive to the adoption of AI in planting practices [25]. 4. Investment Recommendations - The report suggests focusing on companies involved in AI breeding, such as 隆平高科 (Longping High-Tech), and AI planting, such as 北大荒 (Beidahuang) [2][4]. - It also highlights AI agricultural service providers like 托普云农 (TopCloud) as potential investment opportunities [2][4].