種業股走強,登海種業(002041.SZ)創歷史新高
格隆匯11月12日丨種業股繼續走強,登海種業(002041.SZ)盤中一度漲停兼創歷史新高,大北農漲超4%,荃銀高科、隆平高科漲超3%,農發種業、敦煌種業、豐樂種業漲超2%。

個股方面,登海種業昨日披露,2020年10月1日-2021年9月30日,登海種業營業總收入為9.85億元,同比增長11.49%;總銷售數量為7822.45萬公斤,同比增長16.82%。
板塊上,《種業振興行動方案》近期有望印發實施。此次部署將聚焦發掘利用優異種質資源、加快建設育種體系建設、加強種源核心攻關、生物育種(如轉基因)產業化應用等。其中,通過鼓勵兼併重組等方式支持優勢企業發展,併成為細分領域領先企業。
國泰君安近日發研報指,未來一個季度種業板塊將迎來景氣和政策雙輪催化。景氣方面,玉米的相對景氣高位持續時間有望超預期,此外庫存週期低位將導致玉米種子價格有望超預期;政策方面,市場對轉基因推進節奏心存疑慮,但該行認為轉基因玉米商業化推廣將會穩步推進,行業將面臨天花板上移、競爭格局重塑的雙重機會,擁有轉基因先發優勢的龍頭公司將率先受益。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.