Agriculture-related policies will introduce agricultural stocks to meet the great benefits

According to China Rural Voice "three Rural China" report, by the end of the year, friends who pay attention to the policy side and the stock market will notice that the programmatic document on land reclamation reform has just been published, and the main contents of the central "No. 1 document" in 2016 will gradually emerge, coupled with the upcoming Central Economic work Conference and Rural work Conference, as well as the rising prices of various agricultural products in the secondary market due to the festive effect. A wave of positive market for agricultural stocks is creeping in.

Although agriculture is a must-stir sector at the end of each year, the focus of hype over the years is still different, so according to recent news policies, which section of the agricultural theme this year will be the highlight of this year?

Looking back in 2014, the overall performance of the agriculture-related plate was moderate, with the growth rate almost at the bottom of all plates. As for this year, the rise in agricultural stocks is still moderate, but judging from the recent market attention, most institutions have begun to recommend the allocation of agricultural targets in undervalued areas. From a policy point of view, the programmatic document on land reclamation reform has just been issued, coupled with the contents of the 2016 Central Committee document No. 1 will gradually emerge, and a rural economic work conference will be held soon, with more thematic opportunities.

Although agriculture is a must-stir sector at the end of each year, the focus of hype varies over the years, such as irrigation and water conservancy in 2010, biological breeding and agricultural machinery driven by agricultural scientific and technological innovation in 2011, agricultural machinery in 2012, land transfer and agricultural materials related to the transformation of agricultural development mode in 2013, and agricultural informatization theme in 2014.

Before the release of the Central Rural work Conference and document No. 1, it is generally believed in the market that the rural work conference and document No. 1 will focus on the guidance on agriculture in the 13th five-year Plan. According to the recommendations of the 13th five-year Plan, vigorously promoting agricultural modernization is the main line of agricultural policy.

This includes the promotion of agricultural standardization and informationization, the improvement of the whole process supervision system for the quality and safety of agricultural products from farmland to the dining table, the innovation and extension system of modern agricultural science and technology, the socialized service system of agriculture, and the development of modern seed industry. improve the level of agricultural mechanization and so on. Combined with a series of agricultural policies recently issued by the State Council and relevant ministries and commissions, we can see that agricultural informatization and mechanization will be the key orientation of agricultural policies during the 13th five-year Plan period. we can focus on the investment opportunities in the two major sectors of rural e-commerce and intelligent manufacturing of agricultural machinery.

It is worth noting that the overall valuation of the agricultural stock industry is on the low side. Driven by the strong trend of financial stocks and "Belt and Road Initiative" theme stocks, the market trend is ferocious, but agricultural stocks have not been shown for a long time. The recent trend adjustment of financial stocks and securities stocks has been highlighted, and the situation of the rotation of the market plate has been highlighted. In the face of the recent favorable policies, agricultural stocks are expected to enter the rotation cycle. Investors can pay more attention to the agricultural sector.