The Meteorological Observatory predicts that the temperature in the north will drop sharply, and experts remind dry areas to strengthen field management. Recently, cold air has come, and many areas in the north have cold air to cool down. Many cooling areas belong to the northern winter wheat dry areas. At present, it is a critical period for winter wheat to turn green, and a sharp cooling will have a certain impact on the recovery of wheat seedlings. Therefore, meteorologists suggest that field management should be strengthened in dry areas, and measures such as intertillage and loosening soil should be taken to raise ground temperature and promote root knot growth of wheat seedlings. As a big agricultural country, the state's support for farmers and rural areas is not a matter of one or two days, so as the sector with the strongest ability to resist risks in the market, the market outlook is worthy of attention!
For example, Beidahuang (600598) is the largest agricultural listed company in China and the most modernized commodity grain production base, and it is a key leading enterprise in national agricultural industrialization, and will receive preferential treatment in taxation, bank credit, rights issue financing and so on. The company has 624,000 hectares of cultivated land and 240,000 hectares of wasteland. The level of agricultural mechanization, water conservancy and improved varieties is in a leading position in China, with obvious equipment advantages and technology. The company owns 16 farms such as Friendship Farm, which are distributed in Sanjiang Plain, one of the three most fertile black soil belts in the world. The soil is rich in organic matter and water resources, without any pollution, and has the reputation of "granary in the world". The cost per kilogram of rice, soybeans, wheat and corn in the company is relatively low. As the main planting of the company, rice accounts for 40% of the total area, with outstanding cost advantage.
Harbin Longken Malt Company, the holding subsidiary of the company, purchased a fully-automatic domestic third-generation Saladin production line with an annual output of 50,000 tons, two ordinary Saladin production lines, one German Lausman production line and related buildings in 600 yuan for 65,438+0,265,438+0. After the completion of the transaction, the company's malt business capacity is further expanded, and it is estimated that the annual output of high-quality domestic malt will be 260 thousand tons, which will become the largest leading enterprise in China to produce high-quality malt with domestic barley as the main raw material; Longken Malt Company achieved a net profit of 6.5438+0.33 million yuan in 2007.
Longken malt company is expected to pass on most of the rising cost pressure through price increase, and the possible price increase opportunity of malt may be the biggest attraction of the company in the second half of 2008. Although the profit of Longken Malt Factory is still not optimistic in the first half of 2008, when new orders are signed in the second half of 2008, the average selling price of malt will rise to 3905 yuan/ton, an increase of 45%, and most of the cost increase will be passed on to the downstream.
In the secondary market, the short-term decline of the stock reached 5%, and the lower gear support was strong. Due to the active popularity, the market outlook is expected to create a contrarian strength again, which can be concerned!