129725023495550594_38Agricultural units in February for 8 consecutive years outperform again rose window
The year of first trading day, the a-share market poor performance, huzhi fall to 2,300. While weak stock index, but the farming
aion kinah Suthran, forestry, animal husbandry and fishing sectors are bucking up 0.16%. Analysts believe that since December 2011, the first document of huinong expected to haunt markets has been, from the historical market performance of each of the first document is boosting agricultural listed company introduced de-YingOut, as investment focus, and in February of this year prices worth the wait. February outperform for 8 consecutive years
aion kinah Vaizel, according to statistical data, divide the first document published the last 8 years, on February 8, 2004, February 21, 2006, January 29, 2007
aion kinah Thor, January 30, 2008, February 1, 2009, 2010January 31, January 30, 2011. The 8-year
aion kinah Israphel, compared to gains of Shanghai stock index and farming, forestry, animal husbandry and fishing sector in February, agriculture stocks outperform all. 2004 beat the 2.89% 2005, beat the 2.04%
aion kinah Spatalos, 2006 beat 2.42%, 2007 beat the 13.69%, 2008Year beat the 13.43%, 2009 beat 5.62%, 2010 beat 2.02%, 2011 year beat the 6.96%. In this regard, shenyin wanguo pointed out that, before and after the first document published agricultural stocks better. Since 2005, according to the agriculture unit in January beat the probability 57% CSI 300,February win probability 100%, coupled with agricultural stocks dropped sharply after more than a month after, on February industry performed relatively optimistic. Central first, to be officially announced this year, half the length of which focus on agricultural science and technology. Ministry of science and technology Vice Minister Zhang Laiwu had previously disclosed that first document includes six parts of the Central, which has three section deals with agricultural science and technology, relying on agricultural science and technologyNew, pioneering the development of modern agriculture. Zhang Laiwu view, need to catch modern agriculture, must grasp the agricultural sci-tech innovation and agricultural technology venture, increase market value. Therefore, grasp of modern agriculture, the first thing to grab three production
aion kinah Kromede, agricultural industrial chain to be pulled. Must be tertiary higher value-added agriculture logistics and distribution of the information
aion kinah Telemachus, services, business model innovation
aion kinah Perento, and so on. In this connection, the industry of agricultureFirst quarter of the plates have rather optimistic, widely seen as the country industry supporting agriculture policy of escalating agricultural sector topics investment worth the wait. Once the central file
aion kinah Zikel, first published, relevant ministries, a major agricultural province according to the Central spirit first
aion kinah Urtem, started with a string of positive innovation of agricultural science and technology policies such as tax breaks, subsidies
aion kinah, research projects, such as input subsidies�� Stimulated by policies to benefit, or strong gains of listed companies. Seed and feed stocks favoured investment opportunities for agricultural science and technology topics, milky way securities believes that selected main logic is the subject of food security, where breeding research and development is key, especially maize breeding. Related concerns investment targets, denghai.NET kind of industry, agriculture, Long Binh Hi-great northern. Integration in agricultural machinery and AgronomyResearch and development, especially in corn, cotton, sugarcane mechanical harvest rate and to improve. Related investments is the subject of concern new development shares, jifeng agricultural machinery. In terms of strengthening the construction of agricultural technique extension system, investment targets of the theme concerned, huilong shares. For reconstruction of low yield field, promote new fertilizer
aion money, scientific fertilization is very important. Related concerns, batian shares (sector), Jin Zhengda(Sector). Guotai Junan securities, pointed out that even poorer performance of the year, agriculture can outperform the CSI 300 index in February, so industry February performance worth the wait. From a fundamental perspective, the industry's future climate change judge has not changed in the 1-2 quarter, maintained a neutral rating
aion kinah Balder, follow the "low valuations certainty" stock selection logic. Recommended new GreekLook, the great northern agriculture, sea group, the dzf, Dunhuang seed industry. Factors affecting agriculture this month of plate movements can be described as mixed. Macroeconomic background can not be optimistic and pessimistic sentiment led to high valuation of small stocks continued to kill falls. Agricultural sector is dominated by small, and of industry boom down or inevitable, Bohai securities noted that, after the Spring Festival, along with the pork pricesRapid fall, 11 years of high growth situation difficult to Victoria following. But because of the new document would focus on agricultural science and technology, thematic investment opportunity still exists. Overall view is 1 trend of agricultural sector will be hovering between industry prosperity fell and policy-driven, the latter performance or slightly stronger, is expected to put on the first document. Maintaining good ratings. PrioritySelect growth clearly underestimate the value and benefit from the policy-driven or performance of individual stocks, recommended new farm, new hope, Golden denghai.NET seed industry. China Merchants securities said recent investment policies should focus on one target, in both directions. One target is concerned about the recent agricultural stocks oversold. Both directions are, one, will benefit from the recently introduced seed plates first, and the seed industry planning, with a focus on pushRecommending Long Binh Hi, denghai.NET kinds of industry. Second, increased performance to determine economic lag breeding cycle, gains in corn feed plates cost reduction
aion kinah Siel, focusing on recommended new hope, large group, the great northern agriculture. Also recommended to benefit from development of agricultural science and technology, food processing, "Twelve-Five" corn deep processing of planning leading enterprises in the food, chemical or biological.
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