Zhongnongfa Seed Industry Group: Last year's net profit decreased by more than 60% year-on-year. Can increased focus on the Transgenic sector lead to a turnaround? | Interpretations
① The net income of the agricultural seed industry has declined for two consecutive years, with an increasing trend in the decline; ② The company's operating expenses have risen to varying degrees in 2024; ③ The company recently stated, "We are accelerating the research and development of transgenic corn and soybean varieties, currently the corn variety Pan Yu 298D is expected to pass the preliminary review stage of the national examination."
Huijin takes action to stabilize! The A-shares' "deep squat" may welcome a recovery window.
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Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.
At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.
The "breeding heat" has led to an increase in piglet prices, listed pig companies are increasing piglet sales, and pasture companies are emerging丨Industry dynamics.
① Recently, the price of piglets has risen for three consecutive weeks, leading listed pig enterprises to increase piglet sales; ② Currently, breeding sows are being concentrated in listed pig enterprises and group pig enterprises, while smallholders mainly focus on piglet fattening and secondary fattening, and free-range farming companies are on the rise.
The second one this year! After 31 years of being listed, *ST Dongfang is set for Delisted due to face value.
① *ST Orient Group Incorporation closed again at the limit down today, with a closing price of 0.58 yuan/share. Even if it hits the limit up for the next ten trading days, it will not be able to return to above 1 yuan; ② The company becomes the second listed company this year to face (Delisted) after *ST Xulan, with a lock on its par value; ③ Orient Group Incorporation was listed in 1994. As of the end of the third quarter last year, the number of shareholders was approximately 0.129 million, and the actual controller is Zhang Hongwei.
Brokerage Morning Meeting Highlights: Focus on low positions + resilience in the economic outlook during the consolidation period.
At today's Brokerage morning meeting, HTSC believes that the solidifying period should focus on low positions and resilient market directions; Everbright stated that downstream demand for organic silicon is steadily increasing, and the supply-demand pattern in the Industry is expected to improve; GTJA proposed that the enthusiasm for the Spring Sugar Hotel Exhibition has decreased, and the sales of Baijiu after the festival are stable.