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自2014年开市至今,沪深两市资本市场呈现震荡向下态势,不过盘中个股及板块表现依然十分活跃。此间,作为化工行业的重要子行业——农药行业尚处淡季阶段,整体表现波澜不惊。在此,笔者对过去两个月的农药上市公司公告进行盘点,厘清当下乃至未来企业的发展方向。农药行业景气助上市公司预增频频2013年,虽然农化行业整体形势表现欠佳,但农药行业依然延续2012年高景气状态。受环保政策、病虫害发生较往年严重、出口拉动等诸多因素叠加,农药需求和农药价格普遍提高,行业利润也同比大幅增长。作为农药行业上市公司屡屡发布2013年业绩预增公告也印证这点。截至2月28日,18家上市农药企业中,已经发布预增公告有沙隆达、长青股份、辉丰股份、扬农化工和新安股份等五家,其中以除草剂草甘膦生产企业新安股份和沙隆达成为赢家,双双预增200%以上。
Since the market opened in 2014, the capital markets in Shanghai and Shenzhen stock markets have shown a downward trend. However, the performance of individual stocks and plates in the market remains very active. In the meantime, as an important sub-sector of the chemical industry, the pesticide industry is still in the off-season and the overall performance is placid. Here, the author of the past two months notice of pesticide listed companies inventory, clarify the current and future business development. Pesticide industry boom to help listed companies pre-increase In 2013, although the overall situation of the agrochemical industry underperformed, but the pesticide industry is still in 2012 continued high boom state. Due to the environmental protection policies, pests and diseases occurred more serious than in previous years, export-driven and many other factors superimposed, pesticide demand and pesticide prices generally increased, the industry profits also increased substantially year on year. As the listed companies in the pesticide industry repeatedly released 2013 pre-performance announcement also confirmed this point. As of February 28, 18 listed pesticide companies, pre-announced bulletin has been issued Sanonda, Evergreen shares, Hui Fung shares, Yangnong Chemical and shares of Xin’an five, including the herbicide glyphosate manufacturers Xin’an shares and Sanonda become winners, both pre-200% increase.