2019 will be a bumper year in the agricultural sector, the core traction in pigs, in particular in the absolute and relative two main lines. Led the Golden Pig, agriculture Danian, the proposed attention.
(A) led the Golden Pig, but not pigs
Pig farming sector as a long-term high-growth sectors of agriculture, also will usher in a rare pig cycle inversion logical addition in 2019, and will therefore become one of the most dazzling annual sector.
"Loss + epidemic" golden combination reproduction, although this "different" but in fact, too, the pig cycle will be reproduced in the first half is expected to be promoted to primary, the second half of the price performance-based; in addition, the medium-term pig farming sector high growth is still worth the value of constantly reiterated that the "threshold enhance + space huge," the logic remains solid and effective. Organize your time with friends, enjoy a high ROE, honeymoon fast replication.
Under the lead pig, most other agricultural sub-section is also facing the good to the boom, feed, animal protection in the vertical chain will form after the gradual benefit period; chicken, duck, fish will benefit replacement logical product, and chickens and ducks are also in the economy itself up window.
In addition, the planting chain, we also see the worst time or in the past, frenzied media attention, patiently waiting for the next month, cotton, corn and other varieties have been through the most difficult time, it is expected to continue upward.
Sugar, edible fungi and other species is expected to stabilize; rice, wheat and other prices are also expected to slow down the magnitude of the overall supply side effectively de-stocking in the general direction of reform, agricultural products actually end reflected power.
(B) agricultural Petani, in addition to absolute as well as relative
From relatively weak cycle attribute. The agricultural sector as a whole partial cycle, but this "cycle" nor that "cycle", on the demand side, the agricultural sector as a whole less affected by the economic environment, reflecting the relatively significant anti-down cycle property, agriculture "cycle" is mainly reflected cycle of the supply, and as previously described, in which the plurality of supply agricultural shrinking process, and further promote the boom relative advantages.
Opposite from the anti-shrinkage properties. In the international situation increased uncertainty, the contraction may become the main direction of the major economies in the context of next year, the agricultural sector is expected to further highlight the anti-shrinkage properties, dependence on exports of agricultural products is very low, overall net import status means that prices of agricultural products from import adjustment, planting structure adjustment, to the benefit of multi-dimensional inventory, in addition to agricultural enterprises are also expected to help support the development of more top-down.
