GuShiio.com In 2025, the Central Committee’s No. 1 Document first mentioned “new agricultural productivity”. Jin Wencheng, director of the Rural Economic Research Center of the Ministry of Agriculture and Rural Affairs, said that the connotation of new agricultural productivity is relatively rich, including current biological breeding technology, drone technology, artificial intelligence technology and digital technology.
In 2025, the Central Committee’s No. 1 Document first mentioned “new agricultural productivity”. Jin Wencheng, director of the Rural Economic Research Center of the Ministry of Agriculture and Rural Affairs, said that the connotation of new agricultural productivity is relatively rich, including current biological breeding technology, drone technology, artificial intelligence technology and digital technology. These applications can effectively change the development of agricultural production is of great significance to us accelerating the process of agricultural modernization.
Cheng Shiyue of Dongxing Securities pointed out that by reviewing the changes in the sector market brought about by the past 21 “No. 1 Documents”, it was clear that “the release of the” No. 1 Document “has a catalytic effect on the agricultural sector, and relevant thematic investment opportunities are the most obvious in the month following the release of the” No. 1 Document “, and the probability of the agricultural sector outperforming the Shanghai and Shenzhen 300 is as high as 86%. Among them, the secondary sub-industries with higher probability of obtaining excess returns are agricultural product processing, feed and breeding, with outperforming probabilities of 67%, 67% and 62% respectively. It is recommended to pay attention to investment opportunities in agricultural product processing, breeding and seed industry.
According to the Cailian theme library, among the relevant listed companies:
University of Science and Technology GuochuangIn the field of smart agriculture, a smart agricultural and rural comprehensive service platform has been built, and many products such as agricultural and rural big data platform, precision planting management, smart agricultural machinery management, and living environment improvement have been developed. Currently, related products have been applied in Anhui Province, Shanxi Province and other places.
Boyan technologyIt has accumulated technology and experience in fields such as digital fishery, digital countryside, digital breeding, digitally empowered agricultural product supply chains, and cloud computing-empowered agricultural industry, and has cooperated with partners such as Alibaba Cloud to explore digital agricultural services.
Related stocksUniversity of Science and Technology Guochuang-1.65%Boyan technology-0.94%
