At the end of the year of the ox today, more than 3000 stocks were popular, while the agriculture, forestry, animal husbandry and fishery sector with a total market value of more than 1.6 trillion led the rise in Shenwan industry, closing up 2.7%.
According to the data of China stock market news choice, although the index has continued to adjust this year, the three main forces have increased their holdings of some stocks in the agriculture, forestry, animal husbandry and fishery sector against the trend.
northbound capital: contrarian increase of 13 shares
The first is northbound capital. According to the data of China stock market news choice, according to the estimation of average transaction and the number of shares increased, the largest amount of northbound capital increased this year is Muyuan Foods Co.Ltd(002714) , with an increase of more than 1.4 billion yuan.
Followed by Fujian Sunner Development Co.Ltd(002299) , with an increase of more than 170 million yuan; The increased holdings of Tech-Bank Food Co.Ltd(002124) , Hunan New Wellful Co.Ltd(600975) , Tangrenshen Group Co.Ltd(002567) , Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Jiangxi Zhengbang Technology Co.Ltd(002157) , Shandong Denghai Seeds Co.Ltd(002041) also ranged from more than 90 million yuan to more than 10 million yuan.
leveraged funds: favorite Muyuan Foods Co.Ltd(002714)
In addition to northward funds, leveraged funds also actively distribute the agriculture and animal husbandry sector. According to the data of China stock market news choice, since this year, Muyuan Foods Co.Ltd(002714) and Anhui Huilong Agricultural Means Of Production .Co.Ltd(002556) have obtained financing, with net purchases of more than 1.8 billion yuan and 1 billion yuan respectively.
Shandong Xiantan Co.Ltd(002746) , Fortune Ng Fung Food (Hebei) Co.Ltd(600965) , Jinyu Bio-Technology Co.Ltd(600201) , Tangrenshen Group Co.Ltd(002567) , Heilongjiang Agriculture Company Limited(600598) , Yike food, etc. also received net financing purchases, ranging from more than 90 million yuan to more than 40 million yuan.
Shanghai Hile Bio-Technology Co.Ltd(603718) , Tecon Biology Co.Ltd(002100) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Tech-Bank Food Co.Ltd(002124) , Jiangsu Provincial Agricultural Reclamation And Development Co.Ltd(601952) etc. obtained net financing purchases ranging from more than 40 million yuan to more than 10 million yuan.
main capital: 300 million burst purchase New Hope Liuhe Co.Ltd(000876)
The main funds represented by super large orders are also unwilling to fall behind. According to the data of China stock market news choice, the largest net purchase of main funds this year was New Hope Liuhe Co.Ltd(000876) , with an amount of more than 300 million yuan, followed by Yike food and Tangrenshen Group Co.Ltd(002567) , with a net purchase of more than 200 million yuan.
While Guangdong Haid Group Co.Limited(002311) , Hunan New Wellful Co.Ltd(600975) , Wellhope Foods Co.Ltd(603609) , Shenzhen Kingsino Technology Co.Ltd(002548) , Tecon Biology Co.Ltd(002100) etc. were the main net buyers, with an amount ranging from more than 90 million yuan to more than 5 million yuan.
institutions: the total shareholding of Q4 agricultural sector increased by 49%
For the agriculture, forestry, animal husbandry and fishery sector, a number of seller institutions also expressed optimism.
According to the latest research report of Guosen Securities Co.Ltd(002736) , from the analysis of the positions of 2021q4 public funds in the agriculture, forestry, animal husbandry and fishery industry, the overall heavy positions accounted for a low proportion, and the proportion of the pig sector rebounded. The total holdings of heavy positions in the 21q4 agricultural sector increased by about 49.20%, but the dominant position of growth stocks Guangdong Haid Group Co.Limited(002311) , Muyuan Foods Co.Ltd(002714) was stable, and the market recognition was further highlighted.
According to the Research Report of Guosen Securities Co.Ltd(002736) , in addition, the targets for the obvious increase in the total amount of heavy positions are: Wens Foodstuff Group Co.Ltd(300498) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Tecon Biology Co.Ltd(002100) , Tangrenshen Group Co.Ltd(002567) , China Animal Husbandry Industry Co.Ltd(600195) , Tech-Bank Food Co.Ltd(002124) , Jiangsu Lihua Animal Husbandry Co.Ltd(300761) , Beijing Dabeinong Technology Group Co.Ltd(002385) , Shandong Denghai Seeds Co.Ltd(002041) , Wanxiang Doneed Co.Ltd(600371) . The pig, seed and yellow chicken sectors with high prosperity and the white chicken targets with underestimated value in the early stage have been given priority.
Galaxy Securities Research Report said that it is recommended that the second best time for the layout of breeding stocks is expected to be 22q1, focusing on Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Wens Foodstuff Group Co.Ltd(300498) , Tecon Biology Co.Ltd(002100) , Muyuan Foods Co.Ltd(002714) , Tangrenshen Group Co.Ltd(002567) . The price of yellow chicken is rising, and pay attention to the leader Jiangsu Lihua Animal Husbandry Co.Ltd(300761) . Policies related to genetically modified seeds were accelerated, and attention was paid to Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Shandong Denghai Seeds Co.Ltd(002041) . The concentration of feed industry has increased, and the leading enterprises have the advantages of supply chain. They pay attention to Guangdong Haid Group Co.Limited(002311) .
Zhongtai Securities Co.Ltd(600918) believes that the capacity of yellow feather chicken breeding industry has been significantly reduced, and the pig breeding industry has entered the bottom stage of capacity reduction, and the bottom recovery is expected to be stronger and stronger. As the core track of the agricultural sector, the breeding sector will turn around. In addition to focusing on individual stocks, passive products such as Wells Fargo CSI agricultural theme ETF tracking index can provide configuration options.
