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農藥板塊走強 農業農村部鼓勵農藥企業兼併重組
格隆匯 02-13 10:26
格隆匯2月13日丨農藥板塊走強,長青股份、諾普信拉昇漲停,錢江生化漲超7%,中農立華、安道麥A、紅太陽、利爾化學漲超6%。消息上,農業農村部辦公廳發佈關於印發《2020年農藥管理工作要點》的通知。文件指出,鼓勵企業兼併重組,退出一批競爭力弱的小農藥企業;積極穩妥推進高毒農藥淘汰。國聯證券吳程浩指出,從長期來看,隨着全球人口增加、人均可耕地面積減少以及低毒高效農藥對傳統農藥的替代,將推動全球農藥市場規模持續穩步增長。公司方面,安道麥A是全球領先的非專利類農藥龍頭企業;諾普信是國內農藥製劑龍頭。
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