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中国民营企业500强出炉-有什么独特奇妙之处?解析99re平台的精选标准
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中国民营企业500强出炉-有什么独特奇妙之处?解析99re平台的精选标准

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●本报记者熊彦莎连润

春耕时节,农机出口迎热潮。海关总署数据显示,今年一季度,我国对共建“一带一路”国家出口的农业机械同比增长37.2%。国内多家农机企业正积极对接农机市场新需求,定制化研发新产品,着力拓宽国内与国外市场。

专家认为,随着外部环境更趋复杂严峻,粮食安全问题进一步凸显,农业机械化率提升成为要务,看好国内农机企业的长期发展机遇。

春耕忙促出口

又是一年春耕时,农机装备总量持续增长,出口市场也迎来新的机遇。

“今天下午我们刚接待了尼日利亚的客户,谈的正是农机方面的合作。”4月15日,一拖股份相关负责人告诉中国证券报记者,今年一季度,一拖股份出口业务显著提升,同比增幅约20%。

该负责人表示,公司积极开拓非洲等地区的国际业务,并开发了适合当地需求的产品,在上述国家和地区保持着较好的农机销量。

一拖股份的案例成为我国农机出口贸易加快发展的一个缩影。海关总署数据显示,今年1-2月,农业机械累计出口金额为117.86亿元,比去年同期增长35.4%。

对于我国农业机械国际销量的提升,中国农业大学水利与土木工程学院教授贺冬仙分析,一方面,随着全球农业现代化进程加快,发展中国家对农业机械的需求不断增加,尤其是对高效、智能、适应性强的农机产品需求旺盛;另一方面,中国农机行业在技术创新方面取得显著进展,产品功能和性能不断提升,产品种类持续丰富,具有较强的适应性与多样性,可满足不同地区和不同应用场景的需求。

“我国农机产品具有较高性价比,且供应链稳定,能够满足国际市场多样化需求。这增强了中国农机在国际市场上的竞争力。”贺冬仙说。

值得一提的是,关税问题在带来挑战的同时,也带来机遇。东吴证券机械行业首席分析师周尔双认为,本轮关税问题凸显粮食安全的重要性,提高机械化率是提高农业生产力、保障粮食安全的关键。在推进农业现代化的大背景下,高标准农田建设持续推进,对农业机械化、高端化、智能化、无人化趋势有较大提振作用。

据了解,一拖股份海外业务市场主要集中于非洲、亚洲等地区,美国滥施关税对公司尚未造成太大影响。“一拖股份将加快提升国际化经营能力,持续完善全球产品布局,加强产品研发、改进和提高服务保障力度,力争实现国际业务的重大突破。”一拖股份相关负责人说。

技术升级拓展增长空间

国内农机市场同样具备巨大增量空间,正吸引农机制造企业加大创新发展力度。

“目前我国农业机械化率约55%,在蔬菜和中药材生产方面的机械化率还不高,与发达国家80%以上的水平相比仍有较大提升空间。”贺冬仙告诉记者。

贺冬仙进一步表示,提升农业机械化率需重点解决“小农经济”占比高、地形复杂多样、农业作业环节效率低等问题。国内市场对丘陵山区适用的小型农机、智能化农机、高效作业的大型农机、经济作物专用农机以及绿色节能农机的需求较大。新型农机能够帮助传统农业实现降本增效,比如,新疆地区智能采棉机的应用将采摘效率提升了40%,同时减少了棉花损失,每亩采棉成本降低约30%。

适应国内市场需求的新型农机,正在加速从试验田走向生产线。一拖股份相关负责人透露,2024年,公司完成320马力动力换挡拖拉机、320马力和240马力无级变速拖拉机的相关研制和田间可靠性作业验证工作,国产最大功率无级变速轮式拖拉机东方红LW4504完成整机试制。

“未来,我们将持续聚焦解决大型大马力高端智能农机装备和丘陵山区适用小型机械‘一大一小’两方面短板,持续增强自主创新能力。”该负责人说。

农机产业广阔的发展空间,吸引了不同领域的上市公司发挥所长,将农机纳入业务版图。中海达近期在投资者互动平台表示,公司高精度定位技术及方案可应用于智慧农业领域,实现农业生产中耕、种、管、收等关键流程的无人化作业。丰华股份也于近期表示,已将鑫源农机经营业务纳入公司2025年度合并报表范围,成为公司主要业务之一。

产业升级大有可为

外部环境日益严峻,如何将农机行业的“春耕热”延伸为“四季暖”?

贺冬仙表示,尽管对等关税会给国内企业带来出口成本上升、市场需求受抑等压力,但同时也带来了行业升级的机遇。“企业需积极调整战略,通过技术创新、市场拓展、供应链优化等方式应对挑战,同时抓住政策支持和市场调整带来的发展机遇,提升自身竞争力,实现可持续发展。”

政策文件已点明大型化、高端化、智能化、绿色化的农机产品发展趋势。中共中央、国务院近日印发的《加快建设农业强国规划(2024-2035年)》提出,加强大型高端智能农机、丘陵山区适用小型机械等农机装备和关键零部件研发应用,加快实现国产农机装备全面支撑农业高质高效发展。

农业机械报废更新补贴政策同样鼓励新型农机的推广。农业农村部办公厅等印发的《关于实施好2025年农业机械报废更新补贴政策的通知》提出,加快先进适用、节能环保、安全可靠农业机械的推广应用,持续推进农业机械化高质量发展和农业绿色发展。

“2025年农业机械报废更新政策对于提升农业机械化率具有显著的刺激作用,推动农业向高效、智能、绿色方向发展。中国农机行业的技术进步、政策支持、产品适应性和全球农业机械化需求的增加,将共同促进我国农机销量增长,为实现农业现代化目标提供有力支持。”贺冬仙说。

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