智通财经APP获悉,农业股早盘普涨,截至发稿,十月稻田(09676)涨17.28%,报6.65港元;现代牧业(01117)涨7.62%,报1.13港元;德康农牧(02419)涨6.19%,报30.9港元;中粮家佳康(01610)涨6.57%,报1.46港元。
消息面上,据财联社报道,2025年中央一号文件首提“农业新质生产力”。农业农村部农村经济研究中心主任金文成对此表示,农业新质生产力的内涵是比较丰富的,包括现在的生物育种技术、无人机技术、人工智能技术和数字技术等,这些应用能够有效改变农业生产发展的状况,对我们加快农业现代化进程具有重要意义。
东莞证券指出,文件从多个方面全方位锚定推进乡村全面振兴、建设农业强国目标,提出以科技引领,发展农业新质生产力,政策举措有了新的突破。当前农业板块整体估值处于历史低位,在政策的推动下,有望迎来超跌反弹。
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