What are the leading stocks in seed industry in 2023?

What are the leading stocks in seed industry in 2023?

What seed industry concept stocks are there? What are the leading stocks in seed industry? From the perspective of Bian Xiao, there are 13 listed companies engaged in seed production in China A-share market, of which 4 are listed on Shanghai Stock Exchange and 9 are listed on Shenzhen Stock Exchange. Let's get to know it together!

The performance of leading companies is picking up.

The increase in seed sales and prices is the main driving force to promote the performance growth of listed companies in this industry. Among them, the profits of IFAD seed industry and Dunhuang seed industry doubled year-on-year.

In 2023, the net profit growth of agricultural development bank seed industry reached a new high in three years. According to the annual report, in 2023, the agricultural seed industry achieved an operating income of 5.248 billion yuan, a year-on-year increase of 39.42%, and a net profit of 230 million yuan, a year-on-year increase of 533.6 1%. In addition to the contribution of pesticide and grain trade to orders, the company's seed business achieved revenue of 983 million yuan, a year-on-year increase of 5%. Among them, corn seed income was 27 1 10,000 yuan, a year-on-year increase of 24.22%; Rice seed income reached 1.4 1 100 million yuan, up 9.39% year-on-year. The good growth momentum continued until the first quarter of this year. In the first three months, the company achieved revenue of121700 million yuan, a year-on-year increase of 25.53%. The net profit was 965,438+065,438+0 million yuan, a year-on-year increase of 65,438+005.9%. According to the company, during the reporting period, the profit of seed and order grain trading business and the government subsidy income increased year-on-year.

According to the announcement of pre-increase of seed industry performance in Dunhuang, in 2023, the company expects to realize a net profit of about 20 million yuan, an increase of about 12 1% year-on-year. According to the company, the main reason for the increase in performance is the expansion of the production and operation scale of the company's seed industry, and the incremental benefits of its own varieties are remarkable.

The "report card" of Quanyin Hi-Tech in 2023 is also remarkable. During the reporting period, the company achieved an operating income of 349 1 billion yuan, a year-on-year increase of 38.47%; The net profit of returning to the mother was 233 million yuan, a year-on-year increase of 38.03%. Among them, the company's rice seed income was 65.438+0.54 billion yuan, a year-on-year increase of 28%, and the sales volume increased by 25.79%. Corn seed income was 337 million yuan, up 54% year-on-year, and sales volume increased 39.36% year-on-year; Wheat seed income was 325 million yuan, up by 1 18% year-on-year, and sales increased by 65.03% year-on-year.

Benefiting from the rebound in pig prices and the profit growth of seed industry, Dabeinong turned losses into profits in 2023. The company expects to achieve a net profit of 40 million yuan to 60 million yuan in 2023. The company said that during the reporting period, the seed business, as one of its main businesses, made a big breakthrough, and its income and profits increased substantially.

Qiule Seed Industry, a listed company on the North Stock Exchange, is also expected to hand over a satisfactory "answer sheet". The company expects to achieve revenue of 437 million yuan in 2023, a year-on-year increase of 29.26%; The net profit returned to the mother was 665,438+065,438+025,000 yuan, a year-on-year increase of 52.53%. The company said that the performance growth was mainly due to the intensive cultivation, proliferation and promotion of crop seeds, and actively exploring the market, and the output of corn and wheat seeds increased significantly. The demand for customer orders is strong, and the sales volume and sales price of products have increased year-on-year. In addition, the company's seed production area and output increased, effectively controlling the unit cost growth, gross profit margin increased year-on-year, and profits increased.

However, the harvest of seed companies is also divided. Affected by factors such as the exchange loss of US dollar loans, Longping Hi-Tech expects a net profit loss of 750 million yuan to 880 million yuan in 2023, from profit to loss year-on-year. However, according to the disclosed operating data, the sales volume and price of the seed industry of the company have increased, and the total revenue in the sales year (from 20231October to September 30, 265,438+0 to 65,438+0) reached 3.96 billion yuan, up 24.78% year-on-year. Sales increased by 2 1. 17% year-on-year.

Biological breeding has become the focus of layout

Seed industry is the "chip" of agriculture, and scientific research innovation is the core of seed industry development. In recent years, almost all seed industry leaders have maintained their R&D investment at a high level.

According to the annual report of Quanyin Hi-Tech, from 20 years to 2023, the R&D investment amount of the company was 56173,300 yuan, 83.28 million yuan and1.140,000 yuan respectively. In 2023, the R&D expenditure of agricultural seed industry was 7009 1 10,000 yuan, a year-on-year increase of 96%.

With the continuous improvement of China's biological breeding industry regulations and the acceleration of the commercialization of biological breeding in the past two years, leading seed enterprises have focused their research and development on the field of biological breeding.

As a leading domestic transgenic breeding enterprise, Dabeinong recently said in an institutional investigation that in terms of biological breeding technology reserves, the company has obtained a number of corn and soybean varieties with genetically modified organisms safety certificates issued by the Ministry of Agriculture and Rural Affairs, and at the same time, the company has carried out relevant cooperation with more than 30 domestic/kloc-0 seed enterprises, with a planting area of more than 200 million mu.

Longping Hi-Tech said in the survey of the reception organization that the company insists on paying equal attention to traditional breeding and biotechnology, and accelerates to seize the commanding heights of new technologies such as transgenic and gene editing. By investing in biological breeding technologies such as Hangzhou Ruifeng, Longping Bio, Hainan Lvgu Bio and Guofeng Bio, the genetic traits of insect-resistant and herbicide-resistant corn were developed. At present, four genetically modified corn products, such as Ruifeng 125 and Ruifeng No.8, have obtained the safety certificate of agricultural genetically modified organisms, and the transferred varieties have been tested by the National Genetically Modified Organisms Safety Committee and the Ministry of Agriculture and Rural Affairs for many years.

The relevant person in charge of Quanyin Hi-Tech once told reporters: "The company is an important member of Syngenta Group's China Seed Industry Plate. In the future, we will focus on the cutting-edge biological breeding technology, make better use of the synergy with Syngenta's transgenic technology, cooperate with top domestic research institutes, and integrate resources and technologies. " As of March 2023, Syngenta has obtained three safety certificates (production and application) of agricultural genetically modified organisms.

In its annual report, IFAD Seed Industry said that in 2023, the company successively carried out 2 1 independent and cooperative research and development projects, including space mutation breeding, genetically modified corn breeding, soybean breeding and many other key core technologies.

Seed companies are growing.

Seed industry leaders also become bigger and stronger through endogenous growth and extension expansion. Earlier, a person in charge of a listed seed company told reporters that seed industry integration will continue to advance during the 14 th Five-Year Plan period. Under the protection of national policies and relevant laws and regulations, head enterprises will continue to play the role of "leader" and constantly improve their market service awareness and brand influence.

In 2023, seed industry integration provided new kinetic energy for enterprise development. Specifically, Dabeinong acquired 5 1% equity in Yunnan Datian to strengthen the competitiveness of crop seed industry; Acquired 50.99% equity of Guangdong Xianmei Seedling Co., Ltd., and laid out high-end silk seedlings and large vegetable seeds. Agricultural Development Seed Industry and wudalianchi city Fumin Seed Industry Group have set up holding subsidiaries in Wudalianchi. In its annual report, IFAD Seed Industry said that this move aims to expand the layout of soybean seed industry, develop in coordination with the company's existing corn seed industry, and strengthen and expand the seed business in Northeast China. On February 7, 2023, at 65438, Qiule Seed Industry landed on the North Stock Exchange, opening a new journey of high-quality development.

In February this year, Longping Hi-Tech reached a strategic cooperation with Kenfeng Seed Company, a new third board seed company controlled by Beidahuang Group. The company said that the two sides intend to carry out comprehensive and in-depth cooperation in the whole industry chain of seed industry such as scientific research and breeding, variety promotion, seed production base, agricultural service and capital cooperation. Since then, the company has signed an equity transfer agreement with the shareholders of Fujian Keli, agreeing to acquire 565,438+0.654,38+0.7 million yuan of its equity. According to public information, Fujian Keli is a seed company mainly engaged in the polymerization, improvement, seed production and sales of hybrid rice varieties. It has a young marketing team, comprehensive channel layout and strong marketing ability in the field of hybrid rice, and business layout at home and abroad.

Quanyin Hi-Tech said in a recent institutional survey that the company hopes to give full play to the function of capital platform to integrate resource allocation, carry out mergers and acquisitions of high-quality seed enterprises, and consolidate the advantages of leading enterprises in agricultural industrialization.

List of seed industry concept stocks:

1, Dabeinong (002385), the latest share price is 8.78 yuan, the turnover rate is 4.56%, and the total market value is 36.36 billion: the company's seed business is mainly rice planting and corn planting, and it is the second largest rice seed production enterprise in China.

2. Longping Hi-Tech (000998), the latest share price is 19.86 yuan, the turnover rate is 2.77%, and the total market value is 2,665,438+55 million yuan: the company's main business covers two systems: seed industry operation and agricultural service, among which rice, millet and sunflower seeds are leading in the world, and corn, cucumber and pepper seeds are leading in China. Leading commercial breeding system is the core competitiveness of the company, which has created good economic and social benefits. The company has established a leading domestic commercial breeding system and an international advanced biotechnology platform. Annual R&D investment accounts for about 65,438+00% of operating income. At present, there are 50 breeding stations in the world, with a total area of 1.3 million mu. It is a national key leading enterprise in agricultural industrialization and a leading enterprise in agricultural industrialization in Hunan Province. This company is one of the largest seed companies in Asia.

3. Denghai Seed Industry (00204 1), the latest share price is 23.85 yuan, the turnover rate is 2.2 1%, and the total market value is 20.988 billion yuan: it is at the leading level in the domestic corn seed production scale center and has the scientific research foundation of corn transgenic research. Based on the industrialization of corn seeds, the company has continuously expanded the development of special corn, wheat, vegetables, flowers and other industries, and further improved the development level of diversified and large-scale industries.

4. All-Silver Hi-Tech (300087), the latest share price is 28.07 yuan, the turnover rate is 5.52%, and the total market value is1274.7 billion: All-Silver Hi-Tech is the main supplier of indica two-line super rice seeds in China and the leading enterprise of agricultural industrialization in Anhui Province. Taking the industrialization of modern seed technology as the development direction, the company mainly uses modern bioengineering technology to engage in research and development, breeding, promotion and service of high-yield and high-quality hybrid rice seeds.

5. Agricultural products (00006 1), the latest share price is 6.05 yuan, the turnover rate is 0.44%, and the total market value is 10267 billion: the company's business scope involves the circulation of agricultural products and vegetable cultivation.

6. Fengle Seed Industry (0007 13), the latest share price 10. 19 yuan, the turnover rate 10.09%, and the total market value of 6.257 billion: the first listed company in China, and it is known as "the first seed stock in China". The company is a cross-regional and cross-industry comprehensive company with seed industry as the leading factor and agrochemical and spice industries going hand in hand.

7. Agricultural seed industry (6003 13), the latest share price is 5.6 1 yuan, the turnover rate is 5.7 1%, and the total market value is 607100000000: at present, the company shares in 12 enterprises, and its business covers corn, wheat and wheat. 15 years, the company achieved the phased goals of wheat seed industry first, rice seed industry sixth and corn seed industry ninth, and its comprehensive strength ranked fourth in China seed industry, becoming an important force to promote the development of modern seed industry in China.

8. Shennong Technology (300 189), with the latest share price of 4.57 yuan, turnover rate of 3.52% and total market value of 4.68 billion yuan: mainly engaged in hybrid rice seeds, engaged in breeding, seed production, sales and technical services of "three-line" hybrid rice seeds.

9. Wanxiang Denong (60037 1), the latest share price is 13.76 yuan, the turnover rate is 6. 18%, and the total market value is 4.026 billion yuan. The company's main business is research and development, production and sales of corn hybrids. The company has successively won the honorary titles of provincial key leading enterprises in agricultural industrialization and high-tech enterprises.

10, Dunhuang Seed Industry (600354), the latest share price is 6.20 yuan, the turnover rate is 4.69%, and the total market value is 3.272 billion: the company is a large-scale agricultural comprehensive listed company mainly engaged in seed, cotton and food processing. The company has a registered capital of 528 million yuan, total assets of 3 billion yuan, 28 branches and subsidiaries, and more than 1,000 employees/kloc-0. The company is a national key leading enterprise in agricultural industrialization, a national contract-abiding and credit-abiding enterprise, the first batch of seed comprehensive management enterprises of the Ministry of Agriculture, a credit backbone enterprise of seed industry in China, a strategic emerging industry backbone enterprise in Gansu Province, and a high-tech enterprise. The company's "Dunhuang Tian Fei" trademark is a well-known trademark in China.

1 1, Tianhe (002999), the latest share price is 8.73 yuan, the turnover rate is 17.72%, and the total market value is 3.034 billion: Samos Vegetable Seed Industry Co., Ltd., a holding subsidiary of the company, is engaged in vegetable seed research, breeding and sales promotion in Conon of Samos, Guangdong.

12, Suken Agricultural Development (60 1952), latest stock price1.68 yuan, turnover rate 1.2 1%, total market value160.95 million.

13, wanchen bio (300972): the company provides agricultural bio-genetic engineering technology development, transfer, consultation and services.