The first document of the Central Committee in 2016 may focus on the layout of agricultural modernization.

Beijing, December 25 / PRNewswire-Asianet /-- according to Economic Voice transaction Live, the market expects the central "No. 1 document" in 2016 to focus on agricultural modernization and rural e-commerce. How much hope of a bumper harvest will the agricultural and rural sector bring to the capital market in the new year? In the Wechat moments of "transaction Live", senior analysts and financial commentators are constantly discussing:

Zhang Deliang, Chief Investment adviser of Anxin Securities: I think among agricultural stocks, the opportunities brought by the business cycle of agricultural products are mainly poultry and animal husbandry, in which the prosperity of poultry is still very obvious.

Fu Shaoqi, chief analyst of Shanghai Securities: the market focuses on rural e-commerce and agricultural modernization. I think the expected direction of the market is correct. The maturity of the rural e-commerce market is gradually advancing, and the state gives full support in the aspects of industrial policy, finance, finance, talent and so on. The expectation of the future development of this industry is relatively good. The medium-and long-term growth of some related leading concept stocks of rural e-commerce can be expected. From a short-term point of view, the short-term impact of the Central Rural Economic work Conference on these stocks is very obvious. The upcoming document No. 1 in January next year will focus on agricultural reform, and rural e-commerce is also a very important direction. Land transfer is the most important direction of agricultural reform, which is expected strongly by the market at present. Under the favorable effects of short-term policies and medium-and long-term growth effects, the investment opportunities of some agricultural sub-sectors where the policies are more favorable are still relatively good, and there may be some fluctuations in the short term after the promulgation of the "No. 1 document." but medium-and long-term investment opportunities are still obvious.

Gui Haoming of Shen Wanhong Securities: for China, agriculture has always been a major issue affecting the national economy. Solving rural problems, increasing farmers' income and promoting agricultural modernization are the important foundation of China's economic development. Everyone at this rural work conference focused on further improving the level of agricultural modernization and improving e-commerce in rural areas. I think this not only has an important impact on agricultural production, but also provides a new opportunity for the capital market. In the capital market, the proportion of agricultural stocks is not very high, but agricultural modernization does need the support of the capital market, especially rural e-commerce and so on. The prospect of the combination of Internet and agricultural production is very broad, and many listed companies have been involved in some agricultural fields such as intelligent agriculture. Under the promotion of the rural work conference, around agricultural modernization, seeds, agricultural machinery and water conservancy projects will also present a new development prospect, and the corresponding listed companies also have corresponding opportunities. Under the promotion of the rural work conference, the rural theme unit may have certain investment opportunities, and the corresponding varieties may also have indirect reactions in the short term.

First venture chief investment adviser Zhang Cuixia: the relevant targets of agriculture, forestry, animal husbandry and fishery should give effective attack characteristics. At present, Guannong shares (600251) belong to the standard process of horizontal potential at the bottom of the large cycle, which is a high probability event in the position of concussion. Similarly, Yasheng Group (600108) is also in a very obvious process of gaining momentum. Today, the above two targets have appeared strong bullish attacks, once the formation of a platform breakthrough, it should give a better premium space. In addition, the target of "Beidahuang" is also the construction process of a large cycle entering a double bottom, and the short-term and long-term moving average is already long-headed. From the current volume-price relationship and rebound expectations, the above-mentioned agriculture, forestry, animal husbandry and fishery related sector stocks are expected to give a wave of relatively fierce attack market, driven by the favorable policy of the central "document No. 1." I suggest that investors actively grasp the operation opportunities of the relevant targets.