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生物育種板塊拉昇 種業重視度超預期 有望迎來新一輪政策紅利
格隆匯 02-24 09:50
格隆匯2月24日丨生物育種板塊拉昇走強,神農科技漲超7%,荃銀高科、牧原股份漲超4%,豐樂種業、登海種業、大北農、隆平高科等跟漲。2月21日,中央一號文件正式發佈,為做好當前和今後一個時期“三農”工作指明瞭方向。其中,一號文件在“打好種業翻身仗”中強調,要“加強農業種質資源保護開發利用”“有序推進生物育種產業化應用”“研究重大品種研發與推廣後補助政策”等,進一步加快促進種業企業以科技創新為核心的競爭力的構建,龍頭企業將迎來長期利好。國信證券分析師魯家瑞在研報中表示,從一號文件來看,國家對於種業的重視程度超預期,期待轉基因落地後對行業帶來格局重塑,行業未來有望迎來新一輪政策紅利。

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