The pricing logic is changing. Industry insiders say that long-term strategic dividends in agricultural assets can be expected.

date
22/06/2026
For a long time, agricultural industries such as grain production, pig farming, and fertilizer have often been labeled with cyclical characteristics, with valuation depending on factors such as price fluctuations and industry prosperity. However, based on the long-term rigid demand and the industry's features of policy stability and sustainable development, some insiders believe that the agricultural industry can yield long-term strategic dividends. Recently, at a agricultural listing company exchange event themed "asset security", companies such as Jiangshan Stock, Yuntianhua, Shennong Group, and Sukun Nongfa showcased their practices and responsibilities in grain security, food safety, and agricultural supply. Zhu Hongtao, Vice President of Yuekai Securities, stated at the event that the asset pricing logic of agricultural listing companies is changing - in the past, the market focused more on product prices, industry prosperity and short-term profit flexibility, but now it pays more attention to the stability of the industry chain, the controllability of the supply chain, and the long-term value of the enterprise in national strategy.
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