January 7 news, agricultural stocks continued to decline after noon. As of press time, Longping Hi-Tech fell by more than 8%, while Lanhai seed Industry, Wanchen Biology, Dabinong, Dunhuang seed Industry, and Tsuen Yin Hi-Tech fell by more than 5%.
Guotai Junan said that in 2022, the agricultural sector has two performance elements of prosperity and growth, with two-dimensional logic of total and marginal change, and is expected to show a state of "dark willows and bright flowers". The reasons include two aspects, from the two lines of prosperity and growth, breeding and planting, the whole plate will have more bright spots. First of all, the boom, breeding end pig cycle reversal, will drive the entire breeding plate. On the planting side, the price of agricultural products will still be relatively high. The expectation of a better economy will run through the whole year. In addition, from a growth point of view, the dividend of agricultural supply-side reform is the next three to five years, or even longer. The process of agricultural industrialization is a very good direction for the transformation of traditional agriculture.