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一號文件發佈!港A農業股集體走強 浙農股份等多股漲停
格隆匯 02-23 09:33
格隆匯2月23日丨A股創業板吉峯科技漲超10%,浙農股份、智慧農業、天禾股份漲停,芭田股份逼近漲停,一拖股份、北大荒、農發種業、敦煌種業等跟漲,港股第一拖拉機股份漲5%。2022年中央一號文件發佈昨晚發佈,其中強調:牢牢守住保障國家糧食安全和不發生規模性返貧兩條底線;大力實施大豆和油料產能提升工程;保障“菜籃子”產品供給,穩定生豬生產長效性支持政策;實施農機購置與應用補貼政策,優化補貼兑付方式;嚴格控制以玉米為原料的燃料乙醇加工,做好化肥等農資生產儲備調運;大力推進種源等農業關鍵核心技術攻關;大力推進數字鄉村建設 加強農村信息基礎設施建設等。中信證券點評稱,中央“一號文件”為種植產業鏈提供了持續、全面、強有力的政策支持和方向指引,種業與生物育種、糧食種植等相關標的將直接受益於相關政策的落實。建議關注種業板塊,推薦具備生物育種研發優勢的大北農、具備優質種質資源和品種資源的雜交玉米種業龍頭登海種業。建議關注種植板塊,推薦主營水稻、小麥的優質種植企業蘇墾農發。
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