V of the three major indexes rose in the afternoon today, with a turnover of 1050.2 billion, a decrease of 28.5 billion compared with the previous trading day. The agricultural sector performed strongly, leading the rise of 310000 primary industries.
After the Spring Festival, the market heat of the agricultural sector began to pick up. In terms of news, the CPI and PPI data of February 2022 released by the National Bureau of statistics show that the CPI in February increased by 0.9% year-on-year, and the market expectation was 0.77%, compared with the previous value of 0.9%; PPI rose 8.8% year-on-year, and the market expected 8.78%, compared with the previous value of 9.1%.
In February 22nd, the No. 1 central document issued the document that in 2022, the minimum purchase price of rice and wheat should be raised appropriately, and the corn and soybean producers subsidies and rice subsidy policies should be stabilized. The grain prices of corn and soybean will be superimposed. The protection of grain yield will increase the enthusiasm of grain production, and the planting area is expected to increase. The penetration of high-quality seeds is expected to increase. Seed enterprises with superior and improved seed reserves are expected to increase both volume and price.
main fund: Yuehai feed
For the past month, the main funds to buy agricultural stocks from stock and choice China have been leveraged.
First of all, as the main capital represented by large single funds, Lianban new shares of Yuehai feed are the most popular, with a net purchase of more than 300 million yuan; Followed by Hunan New Wellful Co.Ltd(600975) , with the main net purchase exceeding 170 million yuan.
The net purchases of Jinjian Cereals Industry Co.Ltd(600127) , Tangrenshen Group Co.Ltd(002567) , Nanning Sugar Industry Co.Ltd(000911) , Yantai Shuangta Food Co.Ltd(002481) , Heilongjiang Agriculture Company Limited(600598) , Chen Ke Ming Food Manufacturing Co.Ltd(002661) , Cnfc Overseas Fisheries Co.Ltd(000798) and other major players are also between 70 million yuan and 20 million yuan.
northbound Fund: favorite Guangdong Haid Group Co.Limited(002311)
Let’s look at northbound funds. Although it has continued to flow out recently, northbound funds still continue to buy some agricultural stocks. According to China stock market news choice, in the past month, northbound funds bucked the trend and bought a total of 11 agricultural stocks.
Among them, feed leader Guangdong Haid Group Co.Limited(002311) is the most popular, with a net purchase of more than 180 million yuan; Secondly, the Chenguang Biotech Group Co.Ltd(300138) net purchase amount also exceeded 110 million yuan.
The increase of Wens Foodstuff Group Co.Ltd(300498) , Yihai Kerry Arawana Holdings Co.Ltd(300999) , Heilongjiang Agriculture Company Limited(600598) , Shandong Denghai Seeds Co.Ltd(002041) , Jiangsu Provincial Agricultural Reclamation And Development Co.Ltd(601952) , Shenzhen Kingkey Smart Agriculture Times Co.Ltd(000048) , Hunan New Wellful Co.Ltd(600975) , etc. is between 110 million yuan and 23 million yuan.
leveraged funds: 1.7 billion bottom reading
The olfactory leveraged funds bought the most agricultural stocks in the past month. According to the data of China stock market news choice, in the past month, leveraged financing has net bought 19 agricultural stocks, with a total cost of more than 1.7 billion yuan.
Specifically, Pengdu Agriculture & Animal Husbandry Co.Ltd(002505) is the most popular leveraged fund, with net financing purchases exceeding 340 million yuan; Followed by Shandong Xiantan Co.Ltd(002746) , with a net financing purchase of more than 240 million yuan.
Anhui Huilong Agricultural Means Of Production .Co.Ltd(002556) , Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Jinyu Bio-Technology Co.Ltd(600201) , Xinjiang Guannong Fruit & Antler Co.Ltd(600251) , Dahu Aquaculture Co.Ltd(600257) , Cofco Biotechnology Co.Ltd(000930) , Ningxia Xiaoming Agriculture & Animal Husbandry Co.Ltd(300967) and other financing net purchases ranged from 200 million yuan to 58 million yuan.
The net purchase of Yike food, Zhongfu Straits (Pingtan) Development Company Limited(000592) , Fortune Ng Fung Food (Hebei) Co.Ltd(600965) , Fujian Wanchen Biotechnology Co.Ltd(300972) , Jiangsu Chinagreen Biological Technology Co.Ltd(300970) , Shandong Minhe Animal Husbandry Co.Ltd(002234) , Wuhan Keqian Biology Co.Ltd(688526) and other financing is between 48 million yuan and 15 million yuan.
