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中信證券:中央一號文件在農業生產方面相比於過去主要有三個方面變化
中信證券研報指出,2021年中央一號文件在農業生產方面相比於過去主要有三個方面變化,糧食安全問題高度提升、種業首次單獨成段表述、生豬養殖政策由短期產能恢復轉爲長期健康發展。
結合當下基本面,推薦四條投資主線,種植板塊蘇墾農發、中糧糖業,種業板塊大北農、荃銀高科、登海種業,生豬養殖板塊牧原股份、天康生物、中糧家佳康,農業績優股海大集團、聖農發展。
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