農村電商板塊再度暴漲,農村地區年收投快件量達到120億件
4月27日,A股農村電商板塊率先拉開上漲攻勢,盤中多隻個股陸續漲停,帶動板塊其餘個股紛紛跟漲。
截至發稿,已有四川美豐、怡亞通、南寧百貨、供銷大集、農產品、海利生物、京基智農等個股陸續漲停,吉峯科技、德生科技、華英農業等漲幅明顯。

消息面上,商務部日前印發關於統籌推進商務系統消費促進重點工作的指導意見,意見明確提出要擴大電商進農村覆蓋面,整合縣域物流快遞資源,推動農村商貿流通和零售網點轉型升級,加強生活服務與農村商業對接,打造農村消費集聚平台等重要指導思想。
同時在4月24日,人民網也發佈了《中國農村電商物流發展報告》(下簡稱《報告》),報告指出,數字經濟繼續快速發展併產生巨大活力,正在成長為農村經濟增長的新動能。隨着數字鄉村建設、電子商務進農村綜合示範和電商扶貧等工作深入推進,我國農村電商正保持迅猛發展勁頭。
《報告》預測,2020年的新冠肺炎疫情將催生新的消費習慣變化,也將倒逼農村電商產業鏈大變革。電商消費的增長也將反推整個電商物流業加大對快遞、倉儲、冷鏈物流等投入,有望促進電商物流業繼續保持快速發展。
此外,日前國家郵政局公佈的農村電商相關數據顯示,現在全國已經有96.6%的鄉鎮設立了快遞服務網點。今年一季度,即使受疫情影響,農村地區收投的快件量依然超過了30億件,支撐工業品下鄉和農產品進城超過2000億元。
雖然現在農村的快遞服務還存在着服務成本偏高、村級覆蓋率偏低、還有服務不到位等一些問題,但目前提出了六種快遞進村的方式,包括快遞企業在農村自設網點、快遞企業抱團共建網點、快遞企業與郵政企業合作、快遞企業與農村客運班車客運站合作、快遞企業與供銷社和電商平台合作、快遞企業與第三方獨立平台合作等方式,這有望構建形成一個共建共生的農村快遞物流生態圈。
此外,互聯網電商巨頭正在加速下沉到農村市場,打造及完善農村電商領域的產業鏈條。目前,農村電商主體主要有阿里系、拼多多、京東和蘇寧等頭部電商企業,農村地區年收投快件量達到120億件,電商帶動農產品進城和工業品下鄉總銷售額超過7000億元。
相關概念股方面,不少根植農產品領域的企業在2019年度取得了不錯的業績,除了豬肉雞肉等板塊,不少糧油、農產品及農村農業服務企業的表現都有可觀之處。
而在今年的一季度業績預告中,唐人神、大北農、牧原股份、傲農生物、金新農、温氏股份、正邦科技、瑞普生物、金丹科技等個股的業績繼續呈現大幅提升,其相關股票市值也得以受到市場的追捧而在今年內多數錄得可觀上漲。
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