A shares of “phospholipid concept” birth of pesticides in the new crisis, seed stocks have risen and stopped
How does the agricultural industry invest the most money?
Come to Sina University of Finance and listen to Wu Dan’s original title of “Industrial Investment Excellent Course · Agriculture” Original title: 400 billion spider worms approaching, stocks “quantum worm concept” was born, pesticides in the new crisis, seed stocks have their daily limit sources:The 21st Century Business Herald reported that the new crown virus epidemic has not ended, and the global diabetes disaster has raised alarms.
Since 2019, a fissure that occurred once in 70 years has broken out in Kenya, an East African country, and desert retinas have quickly spread to East and South Asia.
At present, Somalia, Pakistan and other countries have declared a state of emergency to deal with the crack insect disaster.
The hazard of locust transit is not sensational. Desert locusts are the world’s most dangerous migratory pest, according to United Nations budget information.
A normal-sized silica cluster can have more than 40 million spot worms, can move 150 kilometers a day, and eat 3 of them.
Food for 50,000 people.
According to the latest news, desert locusts have crossed the Red Sea into Europe and Asia, approaching China.
Will 400 billion menacing deserts affect China?
Recently, the Plantation Management Department of the Ministry of Agriculture and Rural Affairs responded to the weighing. Considering the topographic features of the border areas, climatic characteristics and the migratory flying habits of desert terrain, the probability of harm by desert locusts is very small.
However, the spread of the phosphate disaster still triggered a reaction in the capital market, and the pesticide and grain sectors have improved.
On February 17, the three major A-share indexes turned red, and the GEM index reached a new high. In terms of sectors, the military and securities companies sectors saw the highest gains.
The increase in the fertilizer and pesticide sector is also considerable, with an increase of 4.
83%, 45 stocks turned red, and only 1 stock turned green.
Among them, 14 stocks including Huilong, Hunan Haili, Red Sun, Huachang Chemical, etc. have a strong daily limit.
In the agricultural sector, the daily limit of 4 kinds of stocks, such as Tsunyin Hi-Tech, Beidahuang, Wanxiang Denong, Jinjian Rice, Xinsai, etc.
Institutional research reports are also prompting opportunities for the layout of the agricultural sector.
Founder Securities (Protection of Rights) pointed out that considering the natural barriers of the “three mountains” in the western frontier, we believe that the desert worm invasion has changed, but we still need to be vigilant about the possibility of “rerouting” entry.
Considering the possible impact of the global and domestic food supply that may be damaged, there are factors that drive up food prices. It is recommended to pay attention to the relevant targets of the planting industry: Longping High-tech, Dabeinong, Denghai Seeds, Tsunyin High-Tech, BeidahuangSu Kennongfa, etc .; COFCO Sugar, a sugar-related target.
According to the Tianfeng Securities Research Report, from the perspective of the affected regions, India and Pakistan have replaced important positions in the global production of rice, cotton and sugar: in terms of rice, in 2019, India and Pakistan will account for 23% of the global crop.
19% and 1.
41%; In terms of cotton, India, Pakistan ‘s cotton production will account for 24% of the world ‘s total in 2019.
38% and 5.
In terms of white sugar, India, Pakistan ‘s white sugar production 武汉夜生活网 in 2019 will account for 16% of the global total.
84% and 3.
Therefore, at present, potential insects are likely to affect the global supply and demand of rice, cotton, and sugar.
But if the area affected by the retina is further expanded, the impact will also increase.
Tianfeng Securities believes that from the perspective of orientation, it can be achieved by spraying genetically modified insect-resistant seeds and pesticides, focusing on investment opportunities in the seed and pesticide sectors; from the perspective of impact, nymphs cause agricultural products to reduce production and thus increase agricultural product prices, and focus on investment opportunities in the agricultural reclamation sector.
Key recommendations are Longping Hi-Tech and Dabei Nong.
Guotai Junan Research Report pointed out that 杭州桑拿 considering the potential destructive power, the global food supply may be supplemented, and the food price will rise. Recommended planting targets: Suken Nongfa, Beidahuang; seed industry targets: Longping Hi-Tech, Beidahuang, Tsunyin Hi-Tech, related benefitsThe target Denghai Seed Industry.
In addition, as a major sugar crop country in India, if cereal worms have an unexpected impact on sugarcane cultivation in India, it may lead to the historical reversal of global sugar prices due to the disruption of the division. It is recommended that COFCO Sugar, the relevant beneficiary target, * ST South Sugar.
Guojin Securities believes that the retina insect disaster may drive the demand for related pesticides.
If the parasites migrate to China, it may cause an increase in the use of pesticides in the short term, and the pesticide sector is expected to fully benefit.
Based on the overall overall pesticide market assessment indicators, it is recommended to pay attention to the following companies: develop high-quality pesticide leader-Yangnong Chemical with strong research strength, and also have the original pyrethroids; Evergreen shares: Triazophos, fipronil;Hailier: It contains fipronil original medicine; Fengshan Group: It has chlorpyrifos, flufenuron, diflubenzuron, and diflubenzuron; Xinnong shares: it produces chlorpyrifos and triazophos.