農業種植板塊再度走高 豐樂種業(000713.SZ)四連板
格隆匯12月24日丨農業種植板塊再度走高,豐樂種業拉昇封板,連續4個交易日漲停;登海種業漲超7%,荃銀高科漲超6%,隆平高科、農發種業等紛紛拉昇。

12月18日,中央經濟工作會議閉幕,會議確定明年要抓好的重點任務之一是種業發展,即:解決好種子和耕地問題,並提出要有序推進生物育種產業化應用,打一場種業翻身仗。
天風證券農業團隊認為,今年中央經濟工作會議對於種子問題更為聚焦和重視,在確保糧食安全的大基調下,種業產業有望得到更快發展。
方正證券指出,目前我國在水稻和小麥種源方面已經實現自給自足且有全球競爭力;玉米和大豆受育種和栽培等因素限制,單產與世界水平有較大差距,且部分依靠進口;少數蔬菜品種同樣無法滿足市場需求,也需要進口。未來加大種業研發創新、加強生物育種技術應用和加快優質品種商業化推廣進程將是大勢所趨。
但值得注意的是,豐樂種業昨日再度發出提示公告,強調公司種子產業在公司全部經營收入、毛利中佔比較小,請投資者注意投資風險。近期公司經營情況及內外部經營環境不存在發生或預計將要發生重大變化的情形;公司股票價格近期波動較大,公司鄭重提醒廣大投資者注意投資風險,理性投資。
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