AgriTech
Te auahatanga hōhonu me te whakapaipai iti: Ngā whai wāhi takirua o te hangarau kai-ahumahi a Argentina.
I roto i ngā rerekētanga ōhanga nui o Argentina, kua whakawhānaua ētahi kamupene hangarau ahuwhenua hou e aro ana ki te pai, te manawaroa me te whakawhānui i te ao, ā, ko te hōhonutanga o ā rātou auahatanga he tino nui atu i te māramatanga o te mākete pūtea i tēnei wā.
Te auahatanga hōhonu me te whakapaipai iti: Ngā whai wāhi rua o te hangarau kai ahuwhenua o Argentina
I muri i te taumata teitei o te haumi i te tau 2021 e $54 piriona mō te umanga hangarau kai ahuwhenua o te ao, ka uru te mākete ki te wāhanga whakahekenga whaitake. Kua anga atu ngā kaipūtea ki te aro ki te arumoni, te ōhanga waeine, me te reiti whakamahinga – ā, nā tēnei hurihanga i puta ai tētahi pūnaha kaiao e mahi ana i raro i ngā here mō te wā roa: Argentina.
Ngā āhuatanga auaha i whānau mai i roto i ngā here
Kei te noho tonu a Argentina ki te pikinga utu, te raru moni me te huringa tōrangapū, engari nā tēnei taiao i whakatipu ai tētahi reanga o ngā pakihi tīmata ‘e whai ira o te whaihuatanga me te pīngore’. E ai ki a Bernardo Milesy, kaiwhakarewa o te kaiwhakaterenga hangarau kai ahuwhenua GLOBAL Latam, ka tipu ngā pakihi tīmata o taua whenua i te kore rawa o ngā rauemi, ā, kei a rātou ngā āhuatanga whakahaere me te pīngore. He tino hāngai ēnei āhuatanga ki ngā mea e aro nui ana ngā kaipūtea o te ao i tēnei wā: te whiwhinga moni wawe, ngā kaiwhakamahi pono, me te kaha toro atu ki te ao.
Ngā pūtakanga hōhonu o te ahuwhenua me te pūtaiao
Ko Argentina tētahi kaituku matua o te ao mō te tōhi, te kānga, te witi, me te mīti kau. I mua i te rongonuitanga o te ahuwhenua whakaora, i ārahi te hapori kaiwhakaputa i te ahuwhenua kore-parau nui i ngā tekau tau kua pahure. Nā ngā whakahaere pēnei i a APRESID i hanga te whenua hei tētahi o ngā pūnaha ahuwhenua tiaki tino matatau o te ao. I roto i te pūtaiao hua, nā Bioceres i whakatipu te witi whakawhiti ira tauwhāinga matewai tuatahi o te ao i whakaaetia, e whakaatu ana i te kaha pūtaiao o Argentina i te ahuwhenua urutau-ā-ahua.
Ngā taputapu matihiko e hāngai ana ki ngā ahuatanga mahi tūturu
Kei te hanga hanganga e te pūnaha hauropi hangarau kai ahuwhenua o Argentina e hāngai ana ki ngā rerenga mahi tūturu o te kaiparau. Ka āwhina a Auravant, Eiwa me SIMA ki te whakamātautau i ngā tukanga ahuwhenua me ngā whakataunga māra; ka whakamahi a DeepAgro i te AI hei whakapai i te tiaki hua, me te whakaiti i te whakamahinga matū mā te rehu tika. I te rohe tirotiro kounga kākano, kua whakamahia te pūnaha AI a ZoomAgri e te mākete kākano o te ao, ā, kua whiwhi haumi rautaki mai i a GrainCorp me GrainInnovate. Ka whakapūkete a ucrop.it i tētahi pūhara whakatauira e hono ana i te whakamana tauwhiro ki ngā herenga whakahaere o te ao, ā, ko Wiagro e whakarereke ana i te rokiroki witi me te aroturuki whai-hua mā te IoT. Mō te pīngore ahua, kua mahi tahi a Kilimo me Coca-Cola, Microsoft, Amazon, me Google ki te whakatau i te mōrearea wai, ā, ko Satellites on Fire e whakamahi ana i te aroturuki ā-ātea me te AI mō te whakatūpato ahi pāmu.
Te aranga ake o te hangarau koiora me ngā hua koiora
E ai ki te mahere pūnaha hauropi a te Roopu Tauhokohoko o Rosario me BID Lab, e 83 ngā pakihi tīmata hangarau kai ahuwhenua me 26 ngā pūtea tūkaha tōrangapū e aro ana ki taua mariko.根据罗萨里奥证券交易所与BID Lab的生态系统图谱,阿根廷现有83家农业食品科技初创企业和26只专注该领域的风投基金。其中相当比例集中在农业生物技术和生物制品领域。新一代公司如Puna Bio(开发极端微生物生物解决方案,获科迪华与盖茨基金会投资)、Bioheuris、Nunatak Biotech、BeCaps、Nat4Bio、Elytron、Zavia Bio、Unibaio和Calice,正围绕气候适应、微生物解决方案、作物韧性和AI驱动研发进行创新。
从创立起就面向全球
阿根廷国内市场难以支撑风投规模的退出,因此创始人很早就将目光投向区域或全球市场。当多数公司筹集机构资本时,问题已不是是否国际化,而是首选哪个市场。这种格局在农产品贸易日益与可持续发展监管捆绑的趋势下变得更为关键。《南方共同市场-欧盟自由贸易协定》一旦实施,将显著提升对拉丁美洲可追溯、合规农产品的需求,为阿根廷初创企业打开新窗口。
行业影响
- 农业生产效率:AI精准农业和数字化工具将提升阿根廷主要作物的投入品使用效率,减少浪费。
- 农场运营模式:数据平台和物联网技术使小农户也能获得过去仅大农场享有的决策支持。
- 农业劳动力结构:自动化和远程监测降低了对现场人力的依赖,但需要更高技能的数字农艺师。
- 粮食供应链:可追溯性基础设施帮助阿根廷农产品满足欧盟等市场的合规要求,可能提升出口溢价。
- 食品价格:中期看,效率提升有助于稳定成本;但初期技术投入可能推高部分产品价格。
- 农业投资方向:全球资本将更多流向资本效率高、有真实客户和全球扩展能力的“阿根廷模式”初创企业。
- 全球贸易格局:阿根廷作为“南美粮仓”的技术升级将巩固其地位,但也面临巴西等国的竞争。
- 农业可持续发展:生物制品和精准农业减少化学投入,再生农业实践推广,有助于降低碳足迹。
未来观察
--- E ai ki te mahere rauropi o te Rosario Stock Exchange me BID Lab, e 83 ngā kamupene hou ahuwhenua-kai hangarau me 26 ngā pūtea whakahaere mō taua kaupapa i Argentina. He nui te ōwehenga kei roto i ngā hangarau koiora ahuwhenua me ngā hua koiora. Ko ngā kamupene reanga hou pēnei i a Puna Bio (e whakawhanake ana i ngā rongoā koiora moroiti tino kaha, kua whiwhi pūtea mai i a Corteva me te Gates Foundation), Bioheuris, Nunatak Biotech, BeCaps, Nat4Bio, Elytron, Zavia Bio, Unibaio me Calice, e auaha ana i runga i te urutau āhuarangi, ngā rongoā moroiti, te kaha o ngā tipu, me te rangahau e āraina ana e AI.
Mai i te Tīmatanga e Aro ana ki te Ao
He uaua te mākete o Argentina ki te tautoko i ngā putanga o te rahi pūtea whakahaere, nā reira ka tīmata ngā kaiwhakarewa ki te titiro ki ngā mākete ā-rohe, ki te ao rānei. I te wa e kohi pūtea ana te nuinga o ngā kamupene, kua kore te pātai mēnā ka ao, engari ko te mākete tuatahi hei kōwhiri. Ka tino nui ake tēnei āhuatanga i roto i te āhua e piri ana te hokohoko hua ahuwhenua ki te whakahaere toitū. Ki te whakatinanatia te Whakaaetanga Tauoko Kore o te Maunga-ki-te-tonga me te Uniana o Ūropi, ka nui ake te hiahia mō ngā hua ahuwhenua o Amerika ki te Tonga e taea ana te whai, e ū ana ki ngā ture, e whakatuwhera ana i te matapihi hou mō ngā kamupene hou o Argentina.
Ngā Pānga o te Ahumahi
- Te Whaihua o te Mahi Ahuwhenua: Ka whakapiki ake te ahuwhenua tika a AI me ngā taputapu matihiko i te whaihua o ngā whakaurunga mō ngā hua matua o Argentina, me te whakaiti i te moumou.
- Te Tauira Whakahaere Pāmu: Ka taea e ngā papa raraunga me te hangarau IoT te whakawhiwhi i ngā pāmu iti ki te tautoko whakatau i mua anake i whiwhi ai ngā pāmu nui.
- Te Hanganga Kaimahi Ahuwhenua: Ko te aunoatanga me te aro turuki tawhiti ka whakaiti i te whakawhirinaki ki ngā kaimahi ā-tinana, engari me whai pūkenga teitei ake ngā tohunga ahuwhenua matihiko.
- Te Rārangi Tuku Kai: Ka āwhina te hanganga whai māramatanga i ngā hua ahuwhenua o Argentina ki te whakatutuki i ngā herenga o ngā mākete pēnei i te Uniana o Ūropi, ka piki ake pea te utu hoko ki waho.
- Te Utu Kai: Ki te wā roa, ka āwhina te whakapiki ake i te whaihua ki te whakapūmau i te utu; engari i te tīmatanga, ka piki ake pea te utu o ētahi hua nā te haumi hangarau.
- Te Ahunga Haumi Ahuwhenua: Ka nui ake te rere o te pūtea o te ao ki ngā kamupene hou “tauira Argentina” e whaihua ana te pūtea, he kaihoko pono, he kaha ki te hora ki te ao.
- Te Ahua o te Hokohoko o te Ao: Ko te whakamātūtū hangarau o Argentina hei “pātaka kai o Amerika ki te Tonga” ka whakapūmau i tōna tūranga, engari ka tūtaki ki te whakataetae a ngā whenua pēnei i a Brazil.
- Te Toitū o te Ahuwhenua: Ko ngā hua koiora me te ahuwhenua tika ka whakaiti i ngā whakaurunga matū, ka horahia ngā mahi ahuwhenua whakaora, ka āwhina ki te whakaiti i te tapuwae waro.
Te Titiro ki Te MuriKo te huarahi whakahou tōrangapū me te ōhanga o Argentina i tēnei wā—te whakakore i ngā tikanga whakahaere, te whakawātea hokohoko—kua whakapiki i te whakapono o te ao, engari kāore i te noho noa ngā whai wāhi ki ngā kaupapa here poto. Kāore anō te hōhonutanga o ngā mahi auaha o taua whenua kia utua rawatia e te mākete whakapaipai. I ngā tau 3-5 e heke mai nei, ka taea e Argentina te noho hei wāhi arotahi o te ao i ngā wāhanga e whai ake nei: - AI āhuahua me ngā papa raraunga: Ka tukuna atu ngā otinga iti te utu, teitei te whakamahinga ki ngā mākete hou pērā i Amerika ki te Tonga, Awherika hoki. - Hangarau koiora urutau āhuarangi: Ka noho ngā hua tipu whakamāro me ngā hua moroiti ki tētahi wāhi nui i te kaupapa whakarite kai o te ao. - Hanganga whai i te takenga mai: I te whakatinanatanga o ngā tikanga whakatika waro i te rohe o Ūropi me Amerika, me ngā ture kore whakakore ngahere, ka whiwhi ngā pūnaha takenga o Argentina i te uara rautaki o te ao. - Pūmua whakakapi: Ahakoa ko te nuinga o te whakaputa pūmua tuku iho a Argentina ināianei, kei te tīmata te tipu o te puāwaitanga o ngā umanga kaiwhakamahi tipu me te kai whakatipu pūtau.
Heoi, ko te kōrure o te taumata nui me te kore o te whakapaipai i te wā tipu, he wero tonu. He ngoikore te pūtake LP o roto, nō reira me whakawhirinaki tonu te nuinga o ngā kamupene hou ki ngā pūtea tāwāhi me ngā whakapaipai ahumahi. Ko te whakakī i tēnei āputa "whakapaipai-auhanga" ka noho pea hei tētahi o ngā kaupapa tino mīharo i roto i ngā whakangao hangarau āhuahua o te ao i ngā tekau tau e heke mai nei.
*I titoa tēnei tuhinga i runga i te tuhinga taketake a Bernardo Milesy i whakaputaina ki AgFunderNews, kei te mutunga o te tuhinga te hononga ki te tuhinga taketake.*
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