The No. 1 central document will soon be landed, and the agricultural sector such as seed industry and pig farming will be in good condition. p align=”center” style=”text-align:left;”> No. 1 central document will be released soon after .
agriculture, forestry, animal husbandry and fishery rose well
The No. 1 central document will be released in 2022, and is expected to play a major catalytic role in agriculture, forestry, animal husbandry and fishery. According to the statistics of data treasure, benefiting from the “spring sowing” market of a shares, the trend of agriculture, forestry, animal husbandry and fishery index in February in the past decade only closed down in the bear market in 2018, and rose in the rest of the time.
After the correction in January 2022, the agriculture, forestry, animal husbandry and fishery sector started before the festival (January 28), with a cumulative increase of 7.04%. Subdivided into industry sub sectors, all sub sectors recorded gains. Among them, pig breeding led the rise, with a range of 10.36%; Other planting, fruit and vegetable processing and seeds followed, with an increase of about 9%.
In addition to the expected boost of No. 1 central document, the “14th Five-Year” plan to promote agricultural and rural modernization released in February 11th put forward the full implementation of the revitalization of the seed industry, the clear deployment of the industrialization of biological breeding and the protection of intellectual property rights in seed industry, and so on, the seed industry will continue to benefit from the dividend policy. In addition, due to the drought in South America, USDA generally lowered the output expectation of Shenzhen Agricultural Products Group Co.Ltd(000061) in 2021 / 22 in February, which is also good for international food prices.
China Merchants Securities Co.Ltd(600999) said that it is optimistic that the gap between foreign production and demand will continue to expand, and the boom of seed industry will continue to improve due to the rise of grain prices due to the limited cultivated land resources in China.
According to the statistics of data treasure, 8 seed stocks have risen sharply since January 28, with an average increase of 11.27%. From the perspective of institutional attention, Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Shandong Denghai Seeds Co.Ltd(002041) , Winall Hi-Tech Seed Co.Ltd(300087) and other three 10 billion market capitalization stocks were rated by 15, 12 and 3 institutions respectively, and the institutions believe that the three listed companies have 39.02%, 9.5% and 41.73% room for rise respectively.
In terms of performance, based on the express data / upper limit of pre increase, Hefei Fengle Seed Co.Ltd(000713) , Shandong Denghai Seeds Co.Ltd(002041) is expected to double the net profit of 2021. Both companies mentioned the promotion of the large increase of seed business income on the profitability of the company in the description of performance changes. Gansu Dunhuang Seed Group Co.Ltd(600354) it is estimated that the net profit decreased by 59% year-on-year. The revenue of the company’s seed business also increased last year. The performance loss in advance is mainly affected by non recurring profits and losses.
According to the statistics of databao, the performance of 10 stocks in the agriculture, forestry, animal husbandry and fishery industry with high growth is expected to double, of which the net profit of Shanghai Hile Bio-Technology Co.Ltd(603718) , Pengdu Agriculture & Animal Husbandry Co.Ltd(002505) , Baolingbao Biology Co.Ltd(002286) , Hefei Fengle Seed Co.Ltd(000713) 4 shares is expected to increase by more than 200%. It is worth noting that among the pig breeding sectors that have led the rise recently, only Leshan Giantstar Farming&Husbandry Corporation Limited(603477) shares have increased their performance in advance, and the net profits of other companies have decreased by more than 60% year-on-year. Citic Securities Company Limited(600030) said that the pig market after the festival has entered the traditional consumption off-season. The national development and Reform Commission recently said that it would start the collection and storage of pork according to the situation, and it is expected that the pig price may stabilize at the bottom. The worst performance point of each company has passed, and breeding stocks are facing emotional and performance repair
