Internet agriculture welcomes policy dividend

According to media reports, since "Internet +" was proposed, the first special action plan "Internet + Circulation" will be released on May 15. Among the six key tasks, the first one is to promote e-commerce into rural areas.

Coincidentally, the "opinions on vigorously developing e-commerce and speeding up the cultivation of new economic power" issued on May 7 stressed the need to actively develop rural e-commerce and encourage agricultural means of production enterprises to develop e-commerce. The "opinion" proposes to strengthen the integrated development of the Internet and agriculture and rural areas, introduce modern management concepts and methods such as industrial chain, value chain, and supply chain, study and formulate opinions to promote the development of rural e-commerce, and introduce policies and measures to support it.

With the rapid penetration of the Internet and policy support, agricultural e-commerce is entering a golden period of rapid development. Shen Yunchang, a researcher at the Research Institute of the Ministry of Commerce, predicted that the future e-commerce pattern of agricultural materials will show four major trends: e-commerce oligopoly, remote service, industry differentiation and warehousing centralization. In the face of the continuous sinking of agricultural materials terminals, if the existing dealers can integrate technical services, business services and platform services, it will stand out in the e-commerce era.

Sun Zhonghua, chief agronomist of the Ministry of Agriculture, revealed a few days ago that the Ministry of Agriculture will list the development of agricultural e-commerce as one of the 20 key tasks in the future, and regard promoting the development of agricultural e-commerce as an important measure to change the mode of agricultural development and build modern agriculture.

Industry insiders believe that the main battlefield of Internet finance in 2015 will be concentrated in the field of vertical segmentation, in which "Internet + agriculture" has also become the focus of market attention. A few days ago, the Ministry of Agriculture said that it will promote the entry of information into villages and households in 2015 and create a "Internet +" demonstration project, which will undoubtedly play a positive role in the demand for Internet finance, especially agricultural credit.

Stimulated by the news that agricultural e-commerce will get heavy policy support again, yesterday, Nuopxin, Xiantan shares rose by the daily limit, Stanley, Silt and so on were strong.

Agricultural e-commerce grabs trillions of cakes

Agricultural material is the input and starting point of agricultural production, and the scale of chemical fertilizer, seed and feed alone exceeds one trillion yuan. Industry insiders estimate that the size of the agricultural material market is more than one trillion yuan, and the leading agricultural materials e-commerce companies have more than ten times the room for income growth.

From the perspective of agricultural production factors, agricultural machinery, chemical fertilizers, pesticides, veterinary drugs, seeds and so on are agricultural products, most of which can be standardized, in line with the characteristics of multiple purchases, suitable for e-commerce sales. Under the background of the rapid penetration of the Internet and favorable policy support, the external foundation for the development of agricultural e-commerce is mature, and the general trend of agricultural e-commerce has been formed. China's traditional agricultural material circulation system is ushering in the subversion and reform of the Internet, entering a golden period of accelerating transformation and innovative development.

At present, the leading enterprises in the field of agricultural materials in China have already begun to get involved in e-commerce business, such as Stanley and Kim Jong-da, who are leading in all aspects of compound fertilizer. in the feed industry, Dabei Nong, which has a leading marketing team and a good balance of income and profits, and the only company with pesticide preparations as its main business. In addition, agricultural products, Huifeng shares and other companies have been in the field of e-commerce layout.

The organization is optimistic that agricultural e-commerce such as chemical fertilizers and pesticides have become the new blue ocean of the e-commerce industry. China Merchants Securities pointed out that in line with the general trend, agricultural enterprises have embraced the Internet, optimized the supply chain, reduced circulation costs, and transformed from sellers to integrated service providers, which will open up new growth. Agriculture is entering an era of change. Agricultural leading companies have many advantages such as products, channels, marketing and services. They have the ability to adapt to agricultural changes and become the guides of the development of agricultural materials industry. The agricultural material market exceeds trillion yuan, and the future income of the leading agricultural material companies with successful transformation has more than ten times the growth space. A-share rural e-commerce concept shares Batian shares Kim Jong-da, Nopshin, Stanley and so on, deserve to focus on in the near future.

Anxin Securities pointed out that the ability of the Internet to integrate everything is accelerating the process of transformation from traditional agriculture to modern agriculture. The penetration rate of Internet users and Internet in rural areas has increased steadily, and the potential of rural e-commerce consumer market is huge. It is estimated that the total market volume in 2016 is expected to exceed 460 billion yuan, and agricultural e-commerce will enter a period of rapid development.

Gold digging point

Nopshin

Nuopxin, the leading listed company of domestic pesticide preparations, announced on the evening of May 11 that the "Field Circle Internet Alliance Conference" was solemnly held in Shenzhen on May 11, and the company announced that it would comprehensively promote the "Field Circle" Internet development strategy. the Field Circle Internet Alliance was officially established. The company said that the launch of the field circle is an important step to seize the agricultural "Internet +" tuyere, and is determined to become the best Internet enterprises in China. The field circle is a new Internet ecosystem that can fully connect the needs of farmers (products, technology, finance, agricultural products sales, etc.), and it is the highway leading to agriculture, rural areas and farmers.

Looking back on the announcement, in March this year, Nuopxin announced that it would increase its investment in the agricultural gold circle with its own capital of 17.5 million yuan, accounting for 35% of the equity of the agricultural gold circle after the increase, which is also the first agricultural Internet financial platform in the real sense of A shares at present.

Anxin Securities believes that the pattern of corporate Internet networking has begun to be built in 2014, and will continue to be laid out in three aspects in 2015: first, to continue to work with deep cooperation customers and excellent Internet enterprises to create O2O online and offline service platform-Field Circle; the second is to make every effort to build a B2B e-commerce agricultural material platform-agricultural collection network; the third is to provide financial services for large growers with the help of P2P Internet financial platform.