stimulated by news factors, the agricultural service index of the straight flush is very strong today. As of 15: on August 4th, the agricultural service industry index rose by 5.27%, ranking first in the flush industry and significantly outperforming the Shanghai Composite Index (up by .8%). Of all the 15 stocks in the sector, 14 stocks rose, accounting for over 9%. In terms of individual stocks, three stocks including Jinhe Bio, Lvkang Bio-chemical and Zhongmu Co., Ltd. rose daily, while five stocks including Rip Bio, Pleco, Qianke Bio, Huisheng Bio and Bio Co., Ltd. rose more than 5%.
On July 27th, the Ministry of Agriculture and Rural Affairs mentioned in the summary of its reply to Recommendation No.2439 of the Fifth Session of the 13th National People's Congress that it will, together with the National Development and Reform Commission, the Ministry of Finance and other departments, further study and improve the policy system on the basis of continuing to steadily implement the existing subsidy policy for grain farmers, continuously increase support for grain farmers, especially large grain farmers, help reduce costs and increase efficiency in grain production, and protect and mobilize farmers' enthusiasm for growing grain.
On August 3rd, the Ministry of Agriculture and Rural Affairs mentioned in its reply to Recommendation No.886 of the Fifth Session of the 13th National People's Congress that it is currently organizing the revision of the Measures for the Registration of Veterinary Drugs and the registration information requirements of new veterinary drugs, and will further consider the characteristics of pet drugs, establish and improve an evaluation system that conforms to the actual situation of pet drugs, speed up the production and listing of new veterinary drugs for pets, and meet the needs of pet diagnosis and treatment.
in addition to fundamental factors such as policy, supply and demand, capital is also an important factor to promote the rise of agricultural service sector. A single fund is actively scrambling to raise some agricultural service units. On August 4, the net inflow of bulk funds into 8 stocks in this sector reached 172 million yuan; Among them, the big single fund has the greatest interest in animal husbandry in China, with a net inflow of 78,39,3 yuan.
the style switching and plate rotation of A-share market are also one of the important factors that make the agricultural service plate stand out today. Wu said, "At present, this wave of rebound from the end of April to the end of June is mainly around theme stocks, while the sectors with hedging nature such as agriculture, medicine and consumption are generally performing. Since the beginning of July, with the intensification of the differentiation of tracking stocks, the agricultural sector at a relatively low level has met the demand for switching market funds from high to low. "
in the last 3 days, there have been 4 agricultural service units, including Zhongmu, Pleco, Huisheng Bio and Bio. It has also been given optimistic ratings such as "buy" or "overweight" by institutions.
Table: On August 4th, the list of stocks in the agricultural service sector rose by more than 5%.
Watchmaking: Q&A related to Yaoyao: I believe everyone can clearly tell what agricultural stocks generally go up and what they are. Agricultural stocks are actually stocks related to agriculture. We are familiar with the Great Northern Wilderness and Longping Hi-Tech. Compared with other stocks, agricultural stocks have certain volatility and belong to the cold concept in the market. Generally speaking, the end of each year or the beginning of the following year is the outbreak period of agricultural stocks. Because the central government issued a series of agricultural policies, it is good for agricultural stocks. The enthusiasm for capital speculation is high, and individual stocks are rising. At other times, it is difficult to speculate in agricultural stocks except that the performance has the effect of raising the stock price. According to the interim report, the performance of 92 agricultural stocks declined, mainly due to the pig cycle, so the performance of listed companies related to it declined. Although the price of live pigs has risen in the past three months, it is still too early to reverse. At present, some agricultural stocks have seen a lot of gains, but the overall market needs to wait patiently. For the market outlook, investors can look for opportunities from the following two directions: 1. Broiler industry, price increase+tight supply and demand, is expected to usher in a phased market, and it is recommended to pay attention to Shengnong development and other stocks. 2. High-quality white horse stocks with low valuation, such as Longping Hi-Tech, have the need for valuation repair, and their performance is expected to improve. In addition, it is worth mentioning that the 19th National Congress of the Communist Party of China will be held in October, and the expectation of agricultural reform is expected to heat up. We can pay attention to the leading stocks in the field of land transfer and seeds. Related Q&A: When will bank stocks rise?
As far as the current A-share market is concerned, it will rise soon, for the following reasons:
1. The fund holding shares have risen too high and need to be shipped. There must be something like a "partner" and a "smoke bomb" to cover their shipment, and the banking sector is the best choice!
The current bull market is nicknamed "Index Bull" and "Stock Crash Bull" because the 28-year-old split is too serious. When the fund holds shares, it is necessary to keep the market index "good-looking" and not to cause panic, it is necessary to find a suitable sector to support the market. The banking sector is the best choice.
Let's take a look at the technical indicators of the most concentrated liquor concept stocks:
From the weekly K-line, there has been an obvious downward trend, and it is not easy to ship! Look at the daily line:
The adjustment of the daily line is basically in place. You can pull it up and ship it, and then let the bank stocks cover it, and the shipment will be smoother.
2. Let's look at the technical indicators of the banking sector. The daily line with bright fast and slow lines shows that the breakthrough of banking stocks is imminent.
3. From the perspective of sound investment, banking stocks are a very suitable option. If you can look at technical indicators and buy bank stocks at a low level, you can enjoy three benefits. The annual dividend of the bank, the price difference of the stock, and the income from playing new shares. Take the Industrial and Commercial Bank of China, the four state-owned banks, as an example. These three incomes are about 2-3% every year, which is very impressive!
when the bank shares rise, it is best to see the weekly K-line!