129773908978750000_8⊙ Reporter Qu Hongyan 0 edit Zhu Shaoyong agricultural sector performance against falling yesterday, brokerage analysts believe in extensive agricultural production to be a modern, intensification and industrialization of agriculture in the process of transforming, who take the lead in changing their business model, the consolidation of industry position and increase its market share of leading enterprises will become the future consumer properties of accelerated restructuring of industry and agriculturePotential final beneficiaries. Leading companies is expected to grow rapidly Qi Lu securities believes that in the context of industrialization and modernization of agriculture, more and more companies emerging from the past traditions of agriculture production and processing business model, to the efficiency of consumer, professional, large-scale enterprise transformation. Future "developed market" advantages "dumbbell-shaped" company, will ShunShould the above trend of industrialization and modernization of agriculture, due to the marketing of quality products and excellent service makes the market share rising to achieve steady growth in performance. Guotai Junan securities, believes that in the long term
tera power leveling, "agricultural industrialization leading enterprise" is earning real attention in capital markets, and will continue to be concerned about. Swine industry, for example, labour costsIncreased by large swings in the earnings, breeding, food safety be taken seriously is to promote China's swine industry rate speed up the main factor on a large scale. United States data pig slaughter had more than 70%, just 6%, pig scale of the existing low level road is to go on a large scale. Joint huatai securities believes that at present agriculture in China is relatively backward,More dispersed, General of small agricultural company, rendered in the a-share market "in industry, small plates" feature. Reference to the process of agricultural industrialization in developed countries, agricultural forum in China in recent years most of the industry has entered a process of industry consolidation and improvement of concentration, such as seeds, farming, feed, and so on. In the industry in the process of consolidation and centralization, leading enterprises use its scale,Licensing, financing, and other advantages, will be much higher than the industry average growth rates with long-term investment value. This is something we have been to recommend one of the leading enterprises of the reasons. Qi Lu securities also said that taking into account the listed companies are from the breakdown of the key leading enterprises in agricultural industrialization, or have the business model of innovation of modern agricultural enterprises, and agricultural resourcesMajority control in the hands of Governments at all levels and, therefore, the State Council "support leading agricultural, promote the industrialization of agriculture" policy initiatives are expected to safeguard the advantages of medium and long term business performance steadily improving agricultural companies, short-term relative company valuation premium level is expected to rise. Good performance supported by Qi Lu securities said the company, spent Spring Festival in the stable demand after diggingRisk of fishery products "four factors"-, good head, Ocean and one in the East River Deer Island Bridge is expected to usher in the 2-4 quarter of seedling industry absolute revenue opportunities from key corporate earnings release rhythm
tera power leveling, March-May is expected to change many investor pessimism on the aquaculture unit in the market
tera gold, opportunities will continue to cash in the correction and validation and secondly, 2-3 quarter positiveRecommended performance growth determines, and has weak cycle features of feed unit especially pig feed unit-the-the large North agricultural, and sea large group, and new hope, and Tang people God, and are state technology,, while active recommended animal vaccine and the preparations business fast market promotion of Swiss General bio; third, tips species industry structural opportunities, continued good policy bonus and performance growth resonance of Maruyama ryuhei Hi, concern log sea species industry, And so on. But policies to benefit the agricultural sector's role in weakening. Societe Generale securities considered throughout the season in late December to February next year to agricultural policy, but also the agricultural sector policies to benefit the hype phase, but in December 2011-January 2012, agricultural sector price for new Trojan-18.06%, per cent over the same period was-1.75%, CSI 300-2.27%, agriculture sector policies to benefit is not reflected. Societe Generale securities believes that disclosure period of March-April is the main annual report, portfolio performance thread, Societe Generale securities March 2012 portfolio for the agricultural industry: denghai.NET seed industry agriculture, dzf, Maruyama ryuhei Hi, great northern, and good head.
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