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近期农业板块出现回调。随着板块调整,目前行业整体市盈率已经落入合理市盈率区间,我们认为“通胀预期”和“政策支持”将是农业股再次走强的催化剂,建议投资者在农业股下跌过程中逢低积极配置农业板块个股。
Recently the agricultural sector callback. With the adjustment of the sector, the current industry PE ratio has fallen into a reasonable range. We think “inflation expectation” and “policy support” will be catalysts for the agricultural sector to strengthen again. Investors are advised to follow the downward trend of the agricultural sector Low active allocation of agricultural sector stocks.