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吧唧1
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吧唧1
吧唧1
·
09-09
$Agroz Inc(AGRZ)$
一、公司概况成立背景与注册信息Agroz Inc. 成立于2020年，总部位于马来西亚雪兰莪州八打灵再也，并于2023年8月8日在开曼群岛注册成立为控股公司，专注于室内控制环境农业（CEA）的垂直农场开发、建设、管理与运营核心业务模式公司采用垂直一体化模式，涵盖：设计与建设：为客户定制并建造垂直农场；运营与管理：在社区内运营农场，生产并配送无农药蔬菜；销售与服务：销售农场设备、技术服务及农产品技术平台Agroz OS：集成操作与信息技术的农场管理系统；Agroz Copilot：基于 Microsoft Azure OpenAI 的 AI 应用，辅助农民优化作物管理；技术集成：采用 IoT 传感器、自动化系统、环境控制与可再生能源（如太阳能）市场布局核心市场：马来西亚；扩张计划：2024–2025 年拓展至印尼、泰国与中东地区二、财务状况（截至 2024 年 6 月 30 日）指标数值说明营收500 万美元主要来自农场建设、运营、设备及农产品销售盈利能力尚未盈利高前期投入、研发投入大，处于投入期现金流紧张审计报告提示“持续经营能力存在重大不确定性”流动比率1.27短期偿债能力尚可三、行业前景与竞争格局行业趋势全球城市化与气候变化推动本地化、可持续农业需求；垂直农业在土地稀缺、食品进口依赖度高的地区（如东南亚、中东）具备政策与市场需求双重驱动。竞争优势技术驱动：AI + IoT + 可再生能源，提升单位产量与资源效率；本地化运营：靠近城市社区，降低运输成本，提升食品新鲜度；政策契合：符合马来西亚等国家推动粮食安全与农业现代化的战略。挑战与风险高资本消耗：垂直农场前期建设成本高，回报周期长；能源依赖：人工光照与温控系统推高运营成本；盈利路径不清晰：尚未验证规模化盈利
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吧唧1
吧唧1
·
06-13
$药捷安康(02617)$
又是一只赌博股，现在医药股扎堆内卷，不知道要不要打
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吧唧1
吧唧1
·
06-13
$三花智能(02050)$
海天冻资解冻后还来得及打三花嘛[捂脸]
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吧唧1
吧唧1
·
02-23
大多数人看法都一样，阿里和小米
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吧唧1
吧唧1
·
02-23
Replying to
@小冉在奔跑96
:事实证明卖早了//
@小冉在奔跑96
:81买的，123卖了
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吧唧1
吧唧1
·
02-23
市场叙事随风转向，但商业本质的进化有迹可循。多元化战略有利于破局，挺好的
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吧唧1
吧唧1
·
02-23
当前市场处于“非理性繁荣”与“基本面支撑”的微妙平衡点，估值极端化，市场集中度隐患大，美股七姐妹贡献了86的涨幅，风险过于高了
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吧唧1
吧唧1
·
01-19
川普不会制裁中国？ 不可能的，摩擦少不了，甚至比老登时期更严重
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Azure OpenAI 的 AI 应用，辅助农民优化作物管理；技术集成：采用 IoT 传感器、自动化系统、环境控制与可再生能源（如太阳能）市场布局核心市场：马来西亚；扩张计划：2024–2025 年拓展至印尼、泰国与中东地区二、财务状况（截至 2024 年 6 月 30 日）指标数值说明营收500 万美元主要来自农场建设、运营、设备及农产品销售盈利能力尚未盈利高前期投入、研发投入大，处于投入期现金流紧张审计报告提示“持续经营能力存在重大不确定性”流动比率1.27短期偿债能力尚可三、行业前景与竞争格局行业趋势全球城市化与气候变化推动本地化、可持续农业需求；垂直农业在土地稀缺、食品进口依赖度高的地区（如东南亚、中东）具备政策与市场需求双重驱动。竞争优势技术驱动：AI + IoT + 可再生能源，提升单位产量与资源效率；本地化运营：靠近城市社区，降低运输成本，提升食品新鲜度；政策契合：符合马来西亚等国家推动粮食安全与农业现代化的战略。挑战与风险高资本消耗：垂直农场前期建设成本高，回报周期长；能源依赖：人工光照与温控系统推高运营成本；盈利路径不清晰：尚未验证规模化盈利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476692153147592","isVote":1,"tweetType":1,"viewCount":5165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445598704070816,"gmtCreate":1749794000690,"gmtModify":1749794002167,"author":{"id":"4192584719467360","authorId":"4192584719467360","name":"吧唧1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192584719467360","authorIdStr":"4192584719467360"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02617\">$药捷安康(02617)$</a> 又是一只赌博股，现在医药股扎堆内卷，不知道要不要打","listText":"<a href=\"https://laohu8.com/S/02617\">$药捷安康(02617)$</a> 又是一只赌博股，现在医药股扎堆内卷，不知道要不要打","text":"$药捷安康(02617)$ 又是一只赌博股，现在医药股扎堆内卷，不知道要不要打","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/445598704070816","isVote":1,"tweetType":1,"viewCount":1717,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502932438863713","authorId":"3502932438863713","name":"花钱阎王爷","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3502932438863713","authorIdStr":"3502932438863713"},"content":"连年亏损，连销售团队都没有，还是考虑海天味业和三花智控吧，靠谱点","text":"连年亏损，连销售团队都没有，还是考虑海天味业和三花智控吧，靠谱点","html":"连年亏损，连销售团队都没有，还是考虑海天味业和三花智控吧，靠谱点"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445550499426352,"gmtCreate":1749779263458,"gmtModify":1749779264793,"author":{"id":"4192584719467360","authorId":"4192584719467360","name":"吧唧1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192584719467360","authorIdStr":"4192584719467360"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02050\">$三花智能(02050)$</a> 海天冻资解冻后还来得及打三花嘛[捂脸]","listText":"<a href=\"https://laohu8.com/S/02050\">$三花智能(02050)$</a> 海天冻资解冻后还来得及打三花嘛[捂脸]","text":"$三花智能(02050)$ 海天冻资解冻后还来得及打三花嘛[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/445550499426352","isVote":1,"tweetType":1,"viewCount":3062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406730253410440,"gmtCreate":1740325833485,"gmtModify":1740325835247,"author":{"id":"4192584719467360","authorId":"4192584719467360","name":"吧唧1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192584719467360","authorIdStr":"4192584719467360"},"themes":[],"htmlText":"大多数人看法都一样，阿里和小米","listText":"大多数人看法都一样，阿里和小米","text":"大多数人看法都一样，阿里和小米","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406730253410440","isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406716723281976,"gmtCreate":1740322640394,"gmtModify":1740322642915,"author":{"id":"4192584719467360","authorId":"4192584719467360","name":"吧唧1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192584719467360","authorIdStr":"4192584719467360"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4198415421252922\">@小冉在奔跑96</a>:事实证明卖早了//<a href=\"https://laohu8.com/U/4198415421252922\">@小冉在奔跑96</a>:81买的，123卖了","listText":"Replying to <a href=\"https://laohu8.com/U/4198415421252922\">@小冉在奔跑96</a>:事实证明卖早了//<a href=\"https://laohu8.com/U/4198415421252922\">@小冉在奔跑96</a>:81买的，123卖了","text":"Replying to 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