6 stocks including new hope broke out in agriculture, forestry, animal husbandry and fishery

introduction: .　　Huxun stock news on Monday, agriculture, forestry, animal husbandry and fishing sector outbreak, as of the afternoon close, the plate rose 4.26%, new agricultural development, new hope, Denghai seed industry, Fujian Jinsen, Yong'an forestry, Fenglin Group 6 shares rose and stopped, eagle farming and animal husbandry also rose .　　In order to protect farmers' enthusiasm for growing grain and promote the development of grain production, the state continues to implement a minimum purchase price policy in the main wheat-producing areas, and appropriately raises the minimum purchase price level in 2014, according to the National Development and Reform Commission With the approval of the State Council, the minimum purchase price of wheat (third class) produced in 2014 was raised to 118 yuan per 50 kg, an increase of 6 yuan over 2013 Qilu Securities recently released a research report that the autumn october, is the traditional agricultural harvest season, will also be a high-quality agricultural stocks of the best point to buy It is expected that in October, the market's understanding of the economic climate of the agricultural sub-sector will converge, the deviation of the company's earnings forecast will also tend to be unified, some of which companies will be mainly to raise earnings forecasts, but with the three-quarter report disclosure, most agricultural companies will be poor earnings data will pose a challenge to institutional customers' holding patience, or not to extremely Thai, or bottom shuffle, need to use a differentiated vision and structural thinking to go gold Agricultural stocks are expected to expand significantly in October, but for key companies that analysts are adamant lying on, the significance of the volatility is not to seize the opportunity to sell, but to look for buying times in the last half year, the practice of agricultural land circulation around the country has been advancing rapidly, the recent CCTV 2 and provincial governments on the positive reports of agricultural land circulation continue to heat up, triggering the A-share secondary market on the Third Plenary Session of the farmland circulation policy high-profile liberalization of unlimited reverie, but it is understood that this should be a small probability event, top-down policy low-key, self-on implementation of high-profile should be more in line with the truth Based on the diversity and complexity of the reform involving the interest groups, the three-party meeting will issue policies on the basic dry thick lines, framework and direction of land reform, but there will be no "one-size-fits-all" specific standards In the future, the government is more concerned about the design of the upper-level system, including the reform of the household registration system, the social security of the rural population and the issue of "equal rights and prices" for agricultural land The Third Plenary Session of the 18th Central Committee will have a framework system for the above-mentioned issues, the Central Rural Work Conference at the end of the year and next year's Central No 1 document The topic of land reform is preferred in Yasheng, paying attention to the Northern Wilderness, Huilong shares, Hainan rubber as analysts previously judged, pig prices fluctuated to 15.60 yuan / kg, there is still some adjustment in the short term, but November-December will still rush upward Recentdomestic high temperature, precipitation weather gradually reduced, pig growth around the speed, transfer active, the number of domestic pig out of the column slightly increased, is expected to adjust after the festival is expected to be large, but the Spring Festival before the autumn and winter meat demand will again stimulate demand to accelerate the increase, pig prices as a whole will show a volatile upward pattern During the downturn in livestock and poultry farming, Advantage Feed companies have ensured continued growth in sales and revenue share through their respective business models Unlike the strong "livestock price" driven earnings, feed stocks rely more on stable "single ton gross margin" multiplied by stable "livestock stock column" to achieve sustained and steady growth, while some of the advantages of feed enterprises in the industry difficult period of counter-cyclical expansion, with leading product lines, service models and platform advantages to further expand market share, preferred Dabei farmers, favoring TangShen God, Haida Group, Tongwei shares and other feed stocks the year-round bullish on the steady growth of veterinary drug leading and extended mergers and acquisitions Advantage veterinary pharmaceutical enterprises through the product line of rich and marketing service network to ensure sustained and stable growth of profits, and the extension of expansion can enhance its anti-risk ability, actively recommend Rip Bio, Jinyu Group, Dahua Nong New Hope: Wait patiently for fundamental improvement stake rating
Company disclosed the company's 2013 mid-year report shows that the first half of this year, the company achieved operating income of 30.91 billion yuan, down 13.82 percent year-on-year, attributable net profit of 849 million yuan, down 14.86 percent yoy, EPS 0.49 yuan Among them, the second quarter of single-quarter operating income and net profit were RMB16,398 million and RMB386 million, respectively, down 11.84 percent and 12.41 percent year-on-year, respectively We estimate that Minsheng Bank's equity investment income accounted for about 95% of its first-half net profit .　　The H7N9 flu outbreak put strain on the second quarter results After the H7N9 flu outbreak in late March and early April this year, domestic consumer demand for poultry meat shrank sharply, and the poultry industry has been hit hard due to the company's agricultural and animal husbandry business and poultry industry chain correlation is greater, so the company's business operations in the second quarter of this outbreak under greater pressure: (1) the company sold all kinds of feed products in the first half of 691.9 million tons, down 15.79% YoY, feed overall gross profit of 13.2 500 million yuan, down 10.92% YoY ;(2) Livestock and poultry breeding first-half gross profit of -16.84 million yuan, down 118.84% yoy ;(3) gross profit of slaughter and meat products 310 million yuan, up 58.2% YoY 's second-half year-on-year growth is expected to pick up From a year-on-year perspective, the seasonal distribution of last year's company's results was the previous high and low From the month-on-month trend, due to the "fast chicken" incident and h7N9 influenza epidemic, the company's agricultural and animal husbandry business in the first half of this year have suffered a greater impact The fundamentals of the company's agricultural and animal husbandry business are expected to improve gradually in the second half of the year as the events subside and consumer demand for poultry is gradually recovering Therefore, the combination of year-on-year and month-on-month trends, we believe that the company's second half of the year-on-year growth rate is more likely to pick up The extent of fundamental improvements is subject to further follow-up Finance and Valuation We expect the Company's 2013-2015 earnings per share to be RMB1.06, RMB1.60 and RMB1.62, respectively Referring to the valuation level of comparable companies, the target price was given to RMB14.32, corresponding to the 2014 valuation of 15 times PE and 5.77 times PE for the agricultural and animal husbandry business and the bank equity investment, respectively, to maintain the company's increased rating risk seds on the price risk of raw materials such as corn soybean meal, and the risk of animal and poultry breeding disease Agriculture, forestry, animal husbandry and fisheries plate outbreak, new hope and other 6 stocks rise and fall
agriculture, forestry, animal husbandry and fishing plate outbreak, new hope and other 6 stocks rise and (2) agriculture, forestry, animal husbandry and fishing plate outbreak 6 stocks rise and (3 ) agriculture, forestry, animal husbandry and fishing plate, new hope, such as 6 stocks rise and (5) /