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Huatai Securities: Agricultural robots are driving the third efficiency revolution in agricultural production methods

36Kr Embodied Intelligence

A Huatai Securities research report states that agricultural robots, represented by agricultural drones, are moving from a policy-driven "demonstration application" stage into a new "replicable and profitable" stage driven by three forces: shifting demand, supply breakthroughs, and economic feasibility. Agricultural labor supply in major agricultural countries worldwide is contracting structurally, evolving from "fewer people farming" toward "unmanned farming," while post-planting management in agriculture relies heavily on manual input, constituting the most prominent efficiency shortfall in the agricultural production system.

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