The opportunity for the "rise" of the three types of beneficiary stocks in the reform of land reclamation is in sight.

Xi Jinping, general secretary of the CPC Central Committee, president, chairman of the Central military Commission, and head of the Central leading Group for comprehensively deepening Reform, presided over the 17th meeting of the Central Deep Reform Group on October 13, which examined and adopted documents such as the opinions on further promoting the Reform and Development of Land Reclamation. The meeting pointed out that in order to promote the reform and development of land reclamation, we must adhere to the direction of socialist market economic reform, separate government from enterprises and social enterprises, and take ensuring national food security and the effective supply of important agricultural products as the core. Take promoting the collectivization of reclamation areas and the reform of farm enterprises as the main line, rely on innovation-driven, speed up the transformation of the mode of economic development, and promote the integration of resources and assets, industrial optimization and upgrading. Build large bases, enterprises and industries of modern agriculture, comprehensively enhance endogenous power, development vitality, and overall strength, and play a leading role in the construction of modern agriculture.

In this regard, analysts pointed out that the current land reclamation reform policy is unprecedented, as the highest degree of marketization, large-scale production of the best land reclamation system, its reform is expected to take the lead in promoting. After the land reclamation reform, the social functions have been stripped off, and the profitability of the agricultural reclamation companies has been significantly enhanced; the listed companies of the land reclamation group are expected to be injected with group assets; a large number of land resources of the listed companies of the agricultural reclamation department have been revalued, and the enterprises related to the land reclamation reform will directly benefit, which is worth paying attention to.

According to the statistics of a reporter from the Securities Daily, there are a total of 16 stocks involved in the concept of land reclamation reform in the A-share market. they are Kim Jong-da, Sirte, Batian shares, Yasheng Group, Huifeng shares, Hainan Rubber, Keming Noodle Industry, Yituo shares, New Research shares, Sea Seeds Industry, Beidahuang, Yong'an Forestry, Jilin Forest Industry, Wanxiang Denong, Huilong shares, and Dabei Nong.

From the perspective of the secondary market, the concept stocks of land reclamation reform have performed well since October. With the exception of Jilin Forest Industry, which was suspended from trading, the 15 concept stocks that can be traded during the period have all outperformed the market (the Shanghai Composite Index rose 6.87% over the same period). Among them, Huifeng shares, Batian shares, Silt, Dabei Nong and other stocks have all gained more than 20% during the period. They reached 29.47%, 24.89%, 20.3% and 20.02% respectively, while Beidahuang, Keming Noodle Industry, Wanxiang Denong, Huilong shares, Kim Jong Da, Sea seed Industry, Yituo shares, Yong'an Forestry and other individual stocks also rose by more than 10%.

It is worth mentioning that in 2015, the Central Committee No. 1 document focused on speeding up land reclamation reform for the first time in a section, which mentioned "speeding up the study and introduction of policies and measures to promote the reform and development of land reclamation." we will deepen the reform of farm enterprises, collectivization of reclamation areas, and equity diversification, and innovate the guidance management system of industries, the market-oriented operation system of enterprises, and the management system of farm operation. " Combined with the research conducted by a number of central ministries and commissions on the land reclamation system in 2014, under the background of the acceleration of land circulation reform, the state's need to cultivate large-scale agricultural enterprises, and the reform of state-owned enterprises, Anxin Securities believes that a comprehensive reform of the land reclamation system is imminent. the land reclamation system will usher in the first year of comprehensive deepening reform in 2015.

Relevant data show that at present, there are 34 agricultural reclamation areas in China, with a total land area of about 540 million mu, accounting for 3.7% of the national land area. There are hundreds of thousands of enterprises and institutions in the land reclamation system, including 1786 state-owned farms, 3350 state-owned enterprises except farms, and state-owned enterprises with assets of more than one trillion yuan.

From an investment perspective, Sino-Thai Securities said that three types of companies are expected to benefit from the promotion of land reclamation reform: 1. Land reclamation system listed companies will directly benefit, including Beidahuang, Hainan Rubber, Yasheng Group; 2. Kim Jong-da, Nuopxin, Longping Hi-Tech and Agricultural Development seed Industry with strong integration ability in the field of agricultural materials; 3. Agricultural machinery companies that benefit from large-scale cultivation, including Jifeng Agricultural Machinery, Xingguang Agricultural Machinery and so on.