盤前信(xin)息(xi)補充 ◇智(zhi)慧(hui)農(nong)(nong)業:一(yi)號文件(jian)中提(ti)到(dao)發揮“南(nan)繁硅(gui)谷”等(deng)(deng)重大農(nong)(nong)業科研平臺作用,加快攻克一(yi)批突破性品(pin)種,其中首提(ti)“拓展(zhan)人工智(zhi)能、數據、低(di)空等(deng)(deng)技(ji)術應用場景"、"天(tian)然橡膠穩產(chan)(chan)提(ti)質"。(神農(nong)(nong)種業、智(zhi)慧(hui)農(nong)(nong)業、托(tuo)普云(yun)農(nong)(nong)、潤(run)農(nong)(nong)節水、萊賽(sai)激(ji)光等(deng)(deng)) ◇AIDC備(bei)用電(dian)池(chi)(chi):據機構紀(ji)要,AIDC備(bei)用電(dian)池(chi)(chi)方(fang)面,國內廠家鉛(qian)酸產(chan)(chan)能排產(chan)(chan)到(dao)6-9月(yue),2024年至今漲了(le)很多。但鉛(qian)酸短期可能因為供需價格有波動,長期難漲,鋰電(dian)化是趨勢。(雄韜(tao)股份:鋰電(dian)大頭+海外高(gao)壁壘(lei)、南(nan)都電(dian)源:鉛(qian)酸漲價、圣陽(yang):業績確定性高(gao)) ◇永信(xin)至誠:公(gong)司將于2