花旗研究报告指，中国国务院公布“一号文件”，旨在推进农业产业现代化并促进乡村全面振兴。文件亦指出，应运用AI、无人机、机器人等创新技术以提升中国农业产业的生产力。该行认为，在中国的机械设备制造商中，该文件对中联重科(01157.HK) 尤为正面。据估算，该公司2026年的收入中约有8%将来自农业机械业务。根据该行对中联重科的90日上行催化剂观察，认为“一号文件”可被视为额外催化剂，重申“买入”评级...
Source Link花旗研究报告指，中国国务院公布“一号文件”，旨在推进农业产业现代化并促进乡村全面振兴。文件亦指出，应运用AI、无人机、机器人等创新技术以提升中国农业产业的生产力。该行认为，在中国的机械设备制造商中，该文件对中联重科(01157.HK) 尤为正面。据估算，该公司2026年的收入中约有8%将来自农业机械业务。根据该行对中联重科的90日上行催化剂观察，认为“一号文件”可被视为额外催化剂，重申“买入”评级...
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