农业种植板块再度走高 丰乐种业(000713.SZ)四连板
格隆汇12月24日丨农业种植板块再度走高,丰乐种业拉升封板,连续4个交易日涨停;登海种业涨超7%,荃银高科涨超6%,隆平高科、农发种业等纷纷拉升。

12月18日,中央经济工作会议闭幕,会议确定明年要抓好的重点任务之一是种业发展,即:解决好种子和耕地问题,并提出要有序推进生物育种产业化应用,打一场种业翻身仗。
天风证券农业团队认为,今年中央经济工作会议对于种子问题更为聚焦和重视,在确保粮食安全的大基调下,种业产业有望得到更快发展。
方正证券指出,目前我国在水稻和小麦种源方面已经实现自给自足且有全球竞争力;玉米和大豆受育种和栽培等因素限制,单产与世界水平有较大差距,且部分依靠进口;少数蔬菜品种同样无法满足市场需求,也需要进口。未来加大种业研发创新、加强生物育种技术应用和加快优质品种商业化推广进程将是大势所趋。
但值得注意的是,丰乐种业昨日再度发出提示公告,强调公司种子产业在公司全部经营收入、毛利中占比较小,请投资者注意投资风险。近期公司经营情况及内外部经营环境不存在发生或预计将要发生重大变化的情形;公司股票价格近期波动较大,公司郑重提醒广大投资者注意投资风险,理性投资。
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