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2000-2008年中国农林牧渔行业上市公司投资方向分析报告
字数:7.2万 页数:295 图表数:390
中文电子版:8500元 中文纸版:8000元 发布日期:2008-07
英文电子版:3000美元 英文纸版:2800美元
编号:AY020 附件:下载 购买报告

  全球粮食价格自2006年下半年涨势启动,带动了中国粮食价格在2007年全年高位运行。虽然国内粮食总供给增加,但随着人口增长、消费水平提高,尤其生物燃料和加工业的飞速发展,市场对农产品的需求仍将大幅增长,未来一段时间农产品价格将持续走高。促进农业增产,保障粮食安全将是中国长期的基本国策。2008年7月2日国务院常务会议,讨论并原则通过《国家粮食安全中长期规划纲要》,会议强调使粮食自给率稳定在95%以上,2010年粮食综合生产能力稳定在1万亿斤以上。在粮食紧缺、价格上涨、国家政策扶持的影响下,各农业上市公司将获得前所未有的发展机遇。

  《2000-2008年中国农林牧渔行业投资方向分析报告》研究的是农林牧渔行业的46家上市公司2000-2008年的所有投资项目,总结了该行业的投资趋势,以及各企业的投资特点和投资趋势。

图:2000-2008年中国农林牧渔行业投资年度走势图
 200807271.gif

  2002年中国农林牧渔上市公司的项目投资额较为突出,然后是2003-2005年的稳定发展时期。在世界粮食紧缺、农产品价格持续走强以及国家政策大力扶持的影响下,上市公司的项目投资额于2006年重新回到高位。各上市公司在大好的发展机遇下,顺应市场发展,纷纷扩大生产规模,大幅度提高了农产品产量。未来农林牧渔行业必将高速发展,保持较高的投资水平。

图:2000-2008年中国农林牧渔行业上市公司的投资统计图
 200807272.gif  

  从2000年到2008年,农林牧渔行业中投资力度最大的上市公司是冠农股份有限公司,该公司2006年在钾盐业上投资高达30多亿元,使其跃居投资首位。排在其次的是顺鑫农业和丰原生化,投资额分别达到了33.9亿和32.45亿元。中粮屯河和新中基投资力度也较大,投资额与前三甲差别不大。

图:顺鑫农业2000-2008年的投资分布图(按细分行业)
200807273.gif


说明:客户在购买本报告时,我们可以将数据更新至最近的一个季度


Global grain prices initiated this round of soaring in the second half of 2006, which was a driver of grain price hikes in China in 2007. Despite China’s total cereal supply increases, its market demand for agricultural produces will still rise significantly in tandem with the increment in population, the improvement of people’s living standard and in particular the rapid development of  biological fuel and processing industry. Prices of agricultural produces will continue to rise in the coming period of time. Increasing grain production and ensuring grain security will be China’s long-term basic national policy. On July 2nd, 2008, the Outline of the National Program for Long- and Medium-Term Grain Security was discussed and approved in principal during the executive meeting of the State Council, China’s cabinet. According to the program, China should make efforts to make its grain production capacity remain stably at over 500 million tons in 2010 in order to ensure that its grain self-sufficiency rate will be above 95%. Under such a background of grain short supply, grain price hikes and support of national policy, China listed companies in agriculture will be bestowed with unprecedented development opportunities.

This report makes an in-depth analysis on all investment projects financed by 46 listed companies in China’s agriculture, forestry, animal husbandry and fishery industry and makes a summary of the investment trends of the industry, the investment characteristics and investment trend of the listed companies.

Annual Investment of Listed Companies of China Agriculture & Forestry &Animal Husbandry & Fisheries Industry, 2000-2008
 200807274.gif
Source: ResearchInChina

The listed companies in China agriculture, forestry, animal husbandry and fisheries industry had a highlighted investment in 2002, followed by a period of stable development from 2003 to 2005. Boosted by grain short supply, rising prices of agricultural produces and great support of national policies, the investment of the listed companies had a big rebound in 2006.

Under such circumstances, the listed companies expanded their production of agricultural produces in succession and increased the yield of agricultural produces considerably. China’s agriculture, forestry, animal husbandry and fisheries industry is certain to have a rapid development in the future, and China’s investment in agriculture will remain at a high growth rate.

Top 10  China Listed  Agriculture & Forestry & Animal Husbandry & Fisheries Firms  in Terms of Investment, 2000-2008
 200807275.gif
Source: ResearchInChina


In the period 2000 to 2008, Xinjiang Guannong Fruit & Antler Co., Ltd currently ranks the first in terms of total investment among the listed companies in China’s agriculture, forestry, animal husbandry and fisheries industry and the company became the largest investor in 2006 with the help of its single investment of over CNY3 billion in potash industry in 2006. Beijing Shunxin Agriculture Co., Ltd and Anhui BBCA Biochemical Co., Ltd. with total investment of CNY3.39 billion and CNY3.25 billion respectively hold the second and the third places in the ranking list. 


Investment Distribution of Beijing Shunxin Agriculture (by Segments), 2000-2008 
 200807276.gif

Note: When you purchase this report, we can update the data to the most recent quarter.

 

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