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生物育種板塊高開 中央一號文件發佈 制種行業迎發展機遇
格隆匯 02-22 09:28
格隆匯2月22日丨生物育種板塊高開,神農科技漲近8%,民和股份漲超5%,登海種業、農發種業、荃銀高科、蘇墾農發、隆平高科等集體高開。2月21日,2021年中央一號文件發佈,題為《中共中央 國務院關於全面推進鄉村振興 加快農業農村現代化的意見》,文件提及加強農業種質資源保護開發利用;加快實施農業生物育種重大科技項目;有序推進生物育種產業化應用;加強育種領域知識產權保護等內容。中金公司研報指出,今年一號文件延續此前農村工作會議的政策方向,從投資角度看,建議關注制種行業變革、農產品供給保障、土地改革等三方面。我國制種行業有望受益於政策而迎來發展機遇,長期可看市場擴容及整體競爭力提升。

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