000617, afternoon counter-trend straight-line surge! Positive news emerging frequently, planting industry concept stocks with improving performance revealed

Recently, policies favorable to the planting industry have been coming in rapid succession.

On the afternoon of March 19, China Petroleum Capital (000617) defied the market trend and surged sharply, hitting the daily limit. By the close, there were still 348,100 orders at the limit. The latest price was 10.71 yuan per share, with a total market capitalization of 135.4 billion yuan. This week, the stock experienced four days of two limit-ups, with a total increase of 20.61%.

Public information shows that China Petroleum Capital is a specialized comprehensive financial services company under China National Petroleum Corporation, responsible for managing financial operations. It serves as a platform for financial asset supervision, financial business integration, equity investments, and risk management.

Data from the trading hall indicates that today, the stock’s designated business departments traded a total of 1.263 billion yuan, with a net purchase of 541 million yuan. Specifically, institutional investors sold a net amount of 32.287 million yuan, while the Open Source Securities Xi’an Taihua Road branch bought a net 307 million yuan.

On the news front, in the short term, conflicts in the Middle East have significantly driven up international oil and gas prices and increased market volatility. In the long term, risks associated with Middle Eastern oil and gas resources will be reassessed by international oil companies. Net oil and gas importers will accelerate energy transition efforts, reshaping the global energy market.

Policies to strengthen agriculture, benefit farmers, and promote rural prosperity have been issued.

On March 19, the Ministry of Agriculture and Rural Affairs released the “2026 Central Financial Support Policies for Agriculture, Rural Areas, and Farmers,” which clearly includes 16 policies such as subsidies for arable land fertility protection, subsidies for agricultural machinery purchase and application, wheat “one spray, three protections” subsidies, soybean and corn strip cropping subsidies, corn and soybean producer subsidies, and rice subsidies. The policy emphasizes canceling subsidies for arable land that has changed use or has been fallow for over a year, and fully implementing cost insurance and income insurance policies for rice, wheat, corn, and soybeans nationwide.

Recently, favorable policies related to planting have been emerging one after another. This year’s “Government Work Report” proposed to deepen the implementation of the seed industry revitalization action, 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 further promote the seed industry revitalization. The meeting emphasized the need for greater efforts and practical measures to advance the seed industry, accelerate technological independence and self-reliance, and ensure control over seed sources.

Industrial Securities pointed out that China’s planting industry is characterized by supply fluctuations and rigid demand. In the future, the crop planting sector will focus on scale, specialization, and modernization, promoting high-quality development. New agricultural operators with operational scale and resource advantages will become main players and will face more development opportunities.

The institution also stated that priority should be given to new agricultural operators with certain operational scale and significant advantages in land, technology, and channels; attention should be paid to regional特色发展 and产业链延伸 opportunities, with重点支持 local agricultural industrialization leading enterprises and expanding supply chain finance simultaneously.

These planting-related stocks have achieved profitability throughout the year.

Since 2026 (up to March 18), financing funds have increased holdings in many planting concept stocks. Yasheng Group, Quanyin High-tech, Nongfa Seed Industry, Beidahuang, and Denghai Seed Industry each saw net financing inflows exceeding 30 million yuan, at 272 million, 90.45 million, 89.53 million, 31.74 million, and 30.07 million yuan respectively.

Yasheng Group has cultivated leading industries such as forage, potatoes, hops, seed corn, chili peppers, water-saving drip irrigation, and socialized agricultural services. Its planting areas and product quality for crops like forage and hops are among the top nationwide, with major clients including Tsingtao Beer, China Resources, and Yanjing Beer. The ultimate controlling shareholder is the Gansu State-owned Assets Supervision and Administration Commission.

According to data from Securities Times and Data Treasure, as of March 19, 14 planting concept stocks had released performance reports for 2025. Based on annual reports, quick reports, or forecast median data, 10 stocks are expected to be profitable in 2025. Among them, SuKun Agriculture, Zhongxing Microbial, Longping High-Tech, Hualv Biological, and Shennong Seed Industry each posted net profits exceeding 100 million yuan, with SuKun Agriculture and Zhongxing Microbial net profits of 554 million and 325 million yuan respectively.

SuKun Agriculture is projected to achieve revenue of 10.186 billion yuan in 2025, a decrease of 6.7% year-on-year; net profit attributable to shareholders is expected to be 554 million yuan, down 24.17%. This is mainly due to sustained low prices for agricultural products during the reporting period, coupled with the impact of extreme weather, which led to decreased yields of major crops, increased unit costs, and narrowed gross profit margins.

In terms of net profit changes, Zhongxing Microbial’s net profit doubled year-on-year, with an increase of 153.85%; Denghai Seed Industry, Nongfa Seed Industry, and Longping High-Tech also saw net profit growths exceeding 40%.

Zhongxing Microbial expects to achieve a net profit attributable to shareholders of 300 million to 350 million yuan in 2025, a year-on-year increase of 134.32% to 173.37%, mainly due to stable to rising sales prices of its dual-spore mushroom products and increased production and sales at its Zhongxing base in Hubei, leading to improved single-product performance.