The policy is good for the agricultural farming unit.

The State Council held an executive meeting and decided to improve the compensation mechanism for broadband telecommunications universal services in rural and remote areas, narrow the digital gap between urban and rural areas, deploy to speed up the development of rural e-commerce, promote consumption and benefit the people's livelihood by strengthening new business type, and determine measures to promote the development of the express industry and cultivate new growth points of modern service industries.

The meeting said: by 2020, we will strive to achieve broadband access to about 50, 000 unconnected administrative villages, upgrade broadband for more than 30 million rural households, make broadband coverage for 98% of administrative villages, and gradually achieve wireless broadband coverage, with a total investment of more than 140 billion yuan.

Rural e-commerce stocks are the first to rebound.

Institutions generally believe that the above information for A-share rural e-commerce concept stocks will form an important positive promotion. From September to October, the concept of rural e-commerce has taken the lead in the A-share market, and many stocks have rebounded by more than 20% since their September lows. For example, Dabei Nong has rebounded by 32%, and the overall upward trend of the plate is obvious.

Combined with the comparison of the early trend trajectory, three types of stocks are easy to be promoted by the policy.

First of all, the leading stocks of the agricultural sector, such as Dabei Nong and New Hope, represent the policy trend of the agricultural sector. The former invests in Internet finance projects, invests in Tianchuangyun Credit Information, and improves the three core Internet business platforms of "data + e-commerce + finance" for intelligent Dabinong, while the latter establishes a breeding cloud service platform. it is the carrier of the company's Fuda plan innovation business and the entrance of mobile Internet traffic.

The performance of the agricultural sector is mixed.

In addition, small and medium-sized agricultural listed companies with characteristic innovative industries, such as Barfield shares, signed a strategic cooperation agreement with DJI to reach an intention on the establishment of a UAV agricultural application service system; the "UAV" service system is innovative business, and there is the possibility of leading industrial reform.

The last category is agricultural service production and marketing companies, mostly pesticide and chemical fertilizer production and marketing enterprises, or breeding enterprises, similar enterprises have established a sound sales network throughout the country, and it is easier to become bigger and stronger through the "e-commerce" platform and get twice the result with half the effort. Typical representatives are Nuopxin and Dahuanong.

However, due to the mixed performance of the agricultural sector, various concepts have been hyped many times this year, and some industry insiders believe that individual stocks in this sector are more suitable for short-term investment, while value investment should be cautious.