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巨頭入場數字農業 “盒馬村概念股”成市場新風口
格隆匯 07-31 15:23
格隆匯7月31日丨互聯網巨頭阿里巴巴近期對外宣佈佈局數字農業領域的新戰略“場地倉+銷地倉”,並聯合多地一舉推出上海盒馬村、淄博盒馬市等數字農業基建項目,帶火了相關盒馬村概念股。疫情後,農業數字化加速,政府和企業都加大數字化投入。農業農村部與阿里在6月亦達成戰略合作。公開報道顯示,科技興農是雙方合作最關心的內容。未來,農業農村部和阿里巴巴將建立更多的數字農業基地,其典型代表就是“盒馬村”。據悉,全國盒馬村數量達到了70個,覆蓋果蔬種植、漁農畜牧等農業細分領域,業內將這些股票稱為“數字農業概念股”或“盒馬村概念股”。去年12月,中化集團(中化化肥0297.HK)與盒馬在全國14個草莓基地探索數字農業新模式的“葲葒草莓“在全國的盒馬門店上市,吸引了市場關注。今年雙方又簽署了新的戰略協議。還可關注數字農業相關企業的未來市場表現,天邦股份(002124)、傳味股份(870307)、新希望(000876)、宏輝果蔬(603336)。
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