Finance Associated Press, December 20 (edited by Rising Sun).The agricultural machinery sector set off a rising tideDomestic combine harvester leader Starlight Agricultural Machinery **4 even plates, Feng'an shares, which are mainly engaged in various types of agricultural machinery gears, and Huaxi Technology, which is one of the top four in China in terms of baler salesAll recorded a 30cm limit, gear and clutch products are used in Wangcheng Technology for agricultural machineryThe highest intraday rise was nearly 28%., for the mid-horsepower section of agricultural machinery supporting diesel engines of the new diesel shares**20cm limit.
On the news side, the ** Rural Work Conference was held in Beijing from the 19th to the 20th to ensure that the grain output in 2024 remains at 1More than 3 trillion catties, accelerate the revitalization of the seed industry. In addition, on December 19, CCTV News reported that a strong country must first strengthen agriculture, and a strong agriculture can make the country strong. Since the beginning of this year, China has taken solid steps in building an agricultural power, steadily improving its ability to guarantee the supply of grain and important agricultural products, improving the efficiency of agricultural science and technology innovation, and accelerating agricultural modernization.
Minsheng ** Li Zhe said in a research report on August 21 that the country's favorable policies support the sustainable development of the agricultural machinery industry. Agricultural machinery is an important foundation for improving agricultural labor productivity and an important support for agricultural modernization. At the same time, with the implementation of the "One Belt, One Road" policy,China's agricultural machinery enterprises ushered in good development opportunities
CITIC ** Qin Peijing pointed out in a previous research reportChina's agricultural machinery industry is in the initial critical stage of industrial upgrading to make up for shortcomings, intelligence and localizationThere are many gaps to be filled in the industry, many bottlenecks need to be broken through, and challenges and opportunities coexist in the development of the domestic agricultural machinery industry. Among them,The development direction of subdivided industries such as the localization breakthrough of core components of agricultural machinery, the research and development of unmanned, intelligent and environmentally friendly agricultural machinery, and the development of digital intelligent agricultural systems need to be paid attention to
According to public information, agricultural machinery refers to machinery and equipment used in planting, animal husbandry, fishery, agricultural product processing, agricultural transportation and farmland capital construction. In 2022, the comprehensive mechanization rate of crop cultivation and harvesting in China will exceed 72%, and it is expected to reach about 75% in 2025Compared with the agricultural mechanization level of about 90% in developed countries, there is still a lot of room for improvement
According to FACTMR data, with the development of agricultural mechanization in the Asia-Pacific region represented by China, the global agricultural machinery market will grow as a whole in the future, and the global agricultural machinery market will reach US$162 billion in 2022, a year-on-year increase of 3%.By 2026, the global agricultural machinery market size may further expand to 194.9 billion US dollarsand continue to maintain a steady growth trend.
As a major agricultural country and the world's largest developing country, China's agricultural machinery market size increased from 391.1 billion yuan to 531 billion yuan from 2017 to 2021, with a CAGR of 79%, showing a steady growth trend. According to the historical data of the Ministry of Agriculture and Rural Affairs of China and the China Business Industry Research Institute, it is predictedThe size of China's agricultural machinery market will reach 719.6 billion yuan in 2027, corresponding to a CAGR of about 5 from 2021 to 20272%
Guohai ** Yao Jian pointed out in a research report on November 22 that from the perspective of the competition pattern, the United States, Europe and Japan have developed early in the field of agricultural machinery, with high market maturity, deep technology accumulation and many high-quality enterprises. Major giants in the industry include John Deere of the United States, Case New Holland Global, AGCO Group, Klaas Agricultural Machinery Company of Germany and Kubota Co., Ltd. of Japan, etc., and have established a global sales network and production base. However, China still lacks large-scale agricultural machinery manufacturing enterprises with certain international influenceThe competitive landscape is still small and scattered
CITIC ** Liu Haibo said in a research report on December 30, 2022Large-scale agricultural machinery enterprises in China include Yituo Co., Ltd., Xinyan Co., Ltd., Xingguang Agricultural Machinery, Gifore Technology, Swan Co., Ltd., World Agricultural Machinery, Weichai Lovol, etc。At present, the intelligent process of China's agricultural machinery enterprises is continuing to advance, and traditional agricultural machinery industry enterprisesZoomlion, YTO, World Agricultural Machinery, Weichai Lovol, Xingguang Agricultural Machinery and other active participation
In addition, according to the incomplete collation of the Financial Associated Press, the listed companies involved in the related business of intelligent agricultural machinery have recently been replied to on the interactive platformIncluding Huilong shares, United Strong, XCMG Machinery, Weima Agricultural Machinery, Sanfeng Intelligence, Huaxi Technology, etc, the details are as follows: