Frequent Policy Boosts for Agriculture Sector; Strong Performance Concept Stocks Emerge

People’s Financial News, March 19 — On March 19, the Ministry of Agriculture and Rural Affairs issued the “2026 Central Financial Support Policies for Agriculture, Rural Areas, and Farmers.” Recently, policies benefiting the planting industry have been coming rapidly. This year’s “Government Work Report” proposed to thoroughly implement the seed industry revitalization initiative and accelerate the breeding and promotion of breakthrough varieties. On March 17, the Ministry of Agriculture and Rural Affairs held a special meeting of the Party Leadership Group to study measures to deepen the promotion of the seed industry revitalization. Since 2026 (up to March 18), financing funds have increased holdings in several planting industry concept stocks. Five stocks—Yasheng Group, Quanyin High-tech, Nongfa Seed Industry, Beidahuang, and Denghai Seed Industry—had net financing purchases exceeding 30 million yuan, at 272 million yuan, 90.45 million yuan, 89.52 million yuan, 31.74 million yuan, and 30.07 million yuan respectively. According to Securities Times Data Treasure, as of March 19, 14 planting industry concept stocks had released performance reports related to 2025. Based on annual reports, quick reports, or forecast median data, 10 stocks are projected to be profitable in 2025. Suken Nongfa, Zhongxing Bacteria Industry, Longping High-Tech, Hualv Biological, and Shennong Seed Industry each posted net profits exceeding 1 billion yuan. In terms of net profit changes, Zhongxing Bacteria Industry doubled its net profit for the year, with a year-over-year increase of 153.85%; Denghai Seed Industry, Nongfa Seed Industry, and Longping High-Tech followed closely, with net profit growths of over 40% year-over-year.