Institutions focus on agricultural machinery, seed industry and digital village concept stocks; The latest list of chip concentrated stocks was released.
No. 1 central document issued
strengthen the basic support of modern agriculture such as seed sources and agricultural machinery
On February 22, the opinions of the CPC Central Committee and the State Council on doing a good job in the key work of comprehensively promoting rural revitalization in 2022 was officially released. This is China’s No. 1 central document after the victory of the poverty alleviation campaign. The document focuses on “stability”, adheres to the general tone of seeking progress while maintaining stability, and firmly adheres to the two bottom lines of ensuring national food security and preventing large-scale return to poverty, so as to ensure stable and increased agricultural production, steady increase of farmers’ income and stability and tranquility in rural areas.
According to the data of the National Bureau of statistics, the total national grain output in 2021 was 1365.7 billion kg, a new high, an increase of 26.7 billion kg over 2020, a year-on-year increase of 2%. The annual grain output remained above 1.3 trillion Jin for seven consecutive years. This year’s No. 1 central document proposes to stabilize the annual grain sowing area and output, ensure that the area of grain sown is stable and the output is maintained at 1 trillion and 300 billion jin.
To ensure food security, we must first solve the two key problems of cultivated land and seeds. this year, the No. 1 central document once again emphasized the strict adherence to the red line of 1 billion 800 million mu of cultivated land, and implemented the “long teeth” measures for protecting cultivated land. Vigorously promote the tackling of key agricultural core technologies such as seed sources, and fully implement the action plan for the revitalization of seed industry; In addition, we should improve the R & D and application level of agricultural machinery and equipment, and strengthen the collaborative research on the engineering of agricultural machinery and equipment; We will accelerate the development of agricultural facilities to prevent and effectively respond to major disasters.
Dongguan Securities believes that the agricultural machinery industry urgently needs to improve its R & D and manufacturing capacity, collaborative supporting measures and policy and management services for the agricultural machinery industry. The state will further promote the supply side structural reform of agricultural mechanization, make up for weaknesses, strengths and weaknesses and other measures. East Asia Qianhai Securities said that the State encourages the introduction of excellent germplasm resources, tackling key core technologies of seed sources, and accelerating the cultivation and promotion of new varieties. The overall development of seed enterprises is improving, and the expansion of superior varieties is expected to become the main theme.
Securities Times · databao combed the list of concept stocks in agricultural machinery and seed industry for readers. In terms of market performance, Shandong Swan Cotton Industrial Machinery Stock Co.Ltd(603029) rose fiercely. Since February 7 after the Spring Festival, the cumulative increase has been as high as 75.18%. Four stock price trading risk / abnormal announcements have been issued continuously. The company’s business revolves around the cotton industry chain, and it is expected that the net profit in 2021 will increase by 119.38% – 148.64% year-on-year. In addition, Gifore Agricultural Science & Technology Service Co.Ltd(300022) , First Tractor Company Limited(601038) , Zhejiang Zomax Transmission Co.Ltd(603767) , Winall Hi-Tech Seed Co.Ltd(300087) increased by more than 15%.
In terms of agency rating, more than 10 institutions have recently rated Zoomlion Heavy Industry Science And Technology Co.Ltd(000157) , Estun Automation Co.Ltd(002747) , Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Shandong Denghai Seeds Co.Ltd(002041) , Weichai Power Co.Ltd(000338) with high market attention. Based on the median value of express data / pre increase interval, the net profit of 13 shares increased year-on-year, and the net profit of Hefei Fengle Seed Co.Ltd(000713) , Gifore Agricultural Science & Technology Service Co.Ltd(300022) , Wuxi Hongsheng Heat Exchanger Manufacturing Co.Ltd(603090) , Shandong Swan Cotton Industrial Machinery Stock Co.Ltd(603029) , Shandong Denghai Seeds Co.Ltd(002041) is expected to double.
vigorously promote the construction of digital countryside
The opinions put forward in the fifth part of the solid and steady promotion of rural construction to vigorously promote the construction of digital countryside. Promote Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) development and promote the integrated application of information technology and agricultural machinery and agronomy. Digital technology can empower rural public services and promote Internet plus government services to extend to rural areas. Focus on solving practical problems and expand the application scenarios of agricultural and rural big data. accelerate the construction of digital village standardization and strengthen the construction of rural information infrastructure.
Combined with the action plan for digital village development (2022-2025) issued by the central network information office and other ministries and commissions on January 26, Minsheng Securities believes that the construction of digital village in the future will focus on the key points of infrastructure, industrial digitization, governance and public service informatization.
According to the statistics of data treasure, there are 26 A-share digital rural concept stocks, with an average increase of 12.21% since the Spring Festival. Business-Intelligence Of Oriental Nations Corporation Ltd(300166) , Hubei Forbon Technology Co.Ltd(300387) led the increase, both exceeding 33%; Guizhou Bc&Tv Information Network Co.Ltd(600996) , Hunan Creator Information Technologies Co.Ltd(300730) both rose by more than 27%. In terms of agency rating, Xinyangfeng Agricultural Technology Co.Ltd(000902) , Beijing Dabeinong Technology Group Co.Ltd(002385) have attracted the attention of more than 10 agencies, and Digital China Information Service Company Ltd(000555) , Sichuan Development Lomon Co.Ltd(002312) have more than 5 rating agencies.
In terms of performance, based on the median value of the pre increase range, the net profit of 9 shares is expected to rise year-on-year. The net profit of Troy Information Technology Co.Ltd(300366) is expected to double, and then the net profit of Easy Visible Supply Chain Management Co.Ltd(600093) , Newland Digital Technology Co.Ltd(000997) , First Tractor Company Limited(601038) , Stanley Agriculture Group Co.Ltd(002588) will increase by more than 50% year-on-year. In addition, Beijing Dabeinong Technology Group Co.Ltd(002385) , Guangxi Radio And Television Information Network Corporation Limited(600936) , Guizhou Bc&Tv Information Network Co.Ltd(600996) performed poorly, and the net profit fell by more than 100% year-on-year.
the latest chip concentration stock comes out
16 shares fell for more than three consecutive periods
According to the statistics of data treasure, 254 shares announced the latest number of shareholders as of February 20, excluding new shares listed for less than one year. Compared with the previous period, there were 80 shareholders, of which 18 had a decrease of more than 5%.
The largest decline in the number of shareholders was Shanxi Coking Coal Energy Group Co.Ltd(000983) . As of February 20, the latest number of shareholders was 151600, down 19.71% from February 10. Since the concentration of chips, the stock has risen by 21.41%.
Followed by Shenzhen Asia Link Technology Development Co.Ltd(002316) . As of February 20, the latest number of shareholders was 61400, down 14.75% from February 10. In terms of performance, the company announced the performance forecast for the whole year of 2021. It is estimated that the change range of net profit is -238 million to -188 million yuan, with a year-on-year change of 51% to 61.29%.
In terms of market performance, the latest chip concentration stocks have risen by an average of 0.21% since February 11, with Guiyang Longmaster Information & Technology Co.Ltd(300288) , Guangzhou Shiyuan Electronic Technology Company Limited(002841) , Yunnan Tin Co.Ltd(000960) rising by 20.49%, 15.86% and 10.31% respectively.
Compared with previous periods, the number of 16 shareholders has decreased for more than 3 consecutive periods, and the number of shareholders has decreased for 11 consecutive periods at most. Among them, China Resources Chemical Innovative Materials Co.Ltd(301090) the latest number of shareholders is 55500, which has been reduced for 11 consecutive periods, with a cumulative decrease of 60.45%; Xiamen East Asia Machinery Industrial Co.Ltd(301028) the number of shareholders has decreased for 10 consecutive periods, and the latest number of shareholders is 27300, with a cumulative decrease of 28%. There are Guangdong Dazhi Environmental Protection Technology Incorporated Company(300530) , Tech-Bank Food Co.Ltd(002124) , Fsilon Furnishing And Construction Materials Corporation(605318) and so on.
In terms of market performance, among the stocks with a continuous decline in the number of shareholders, Guangzhou Shiyuan Electronic Technology Company Limited(002841) , Shengda Resources Co.Ltd(000603) , Tech-Bank Food Co.Ltd(002124) and other stocks with higher cumulative increases since the concentration of chips, up 17.03%, 14.72% and 12.54% respectively.
From the perspective of institutional trends, among the declining number of shareholders, 6 have been investigated by institutions in recent months. From the perspective of the number of institutional researchers, the institutions that are more clustered are Dongguan Yiheda Automation Co.Ltd(301029) , Guangzhou Shiyuan Electronic Technology Company Limited(002841) , Xiamen East Asia Machinery Industrial Co.Ltd(301028) , with 142, 117 and 15 institutions participating in the research respectively.
No. 1 central document issued in 2022! Vigorously promote the construction of digital countryside and fully implement the action plan for the revitalization of seed industry
Heavy! No. 1 central document issued: vigorously implement soybean and oil production capacity upgrading project
A picture to read! Key points of No. 1 central document in 2022
Issue 1: compare what the No. 1 central document has appeared for the first time in the past five years.
No. 1 central document has come to promote the construction of digital village. What stocks are being mentioned to benefit from it?
