农业电商工业4.0概念股有哪些些

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涉农电商概念股有哪些?2015涉农电商概念股一览
摘要:涉农电商概念股有哪些?2015涉农电商概念股一览 本文涉及重点上市公司:隆平高科、大北农、吉峰农机、丰乐种业、登海种业 编者按:日前,备受瞩目的2015年中央一号文发布,三农问题一如既往的成为国家的头等大事。值得注意的是,有关三农电商的问题在五大方...
  涉农电商概念股有哪些?2015涉农电商概念股一览
  本文涉及重点上市公司:隆平高科、大北农、吉峰农机、丰乐种业、登海种业
  编者按:日前,备受瞩目的2015年中央一号文发布,三农问题一如既往的成为国家的头等大事。值得注意的是,有关三农电商的问题在五大方面的第一方面就被列出。可以说,随着电商在一二线城市里几近覆盖结束,农村正在成为下一个充满希望的田野。
  有企业在接受采访时表示,涉农电商目前发展中遇到的最大问题在于冷链保鲜、生鲜商品品质管控难度大,供应链长,品牌化程度低。
  在经历了多年的快速发展之后,电子商务领域还能不能有更多的杀手式业绩增长点呢,一号文件对涉农电商的鼓励,再次为行业打开了想像的空间:发展农产品期货交易,开发农产品期货交易新品种。支持电商、物流、商贸、金融等企业参与涉农电子商务平台建设。开展电子商务进农村综合示范。
  这让业界认为,涉农电商正在扬起风口。而深谙&兵贵神速&道理的资本市场,早已有闻弦歌而知雅意者,率先在相关领域积极布局,例如,在日,中国种子协会召集种业龙头隆平高科等12家企业签署了共同组建种子电子商务平台公司框架协议,积极推进种子网络营销的发展;大北农也在积极布局养殖链的互联网生态圈。
  &老百姓关心食品安全,如何提供可追溯的、优秀的猪品种,(并且实现)安全饲料、安全防疫、安全养殖及优秀的管理?通过移动互联网平台,(这些)可以一步步实现。&大北农在接受《证券日报》采访时称。
  多家公司抢占先机
  2013年至2014年,多家上市公司对农业领域表现出了浓厚兴趣,无论是农业上游的种植、养殖业,还是搭建互联网平台进行农产品上下游的对接,都吸引着越来越多的公司加入进来,而农业类的上市公司,则在立足自身业务的基础之上,积极寻找在&不变中求变&的方法。
  隆平高科在定期报告中称,公司积极探索网络销售渠道,未来将致力于打造适应农村信息环境的网络营销平台,建立种子、农资快速流通渠道,实现在线、贴心、高效农技服务支持,实现农资产品的追索功能。日,中国种子协会召集隆平高科等12家企业签署了共同组建种子电子商务平台公司框架协议,积极推进种子网络营销的发展。
  以饲料、动保产品为主业的大北农也在积极布局养殖链的互联网生态圈,致力于打造&三网一通&养猪生态圈,其中包括猪管网(以养猪企业管理与服务平台)、智农商城(农业电商平台)、农信网(农村互联网金融)、智农通(基于移动端的即时服务系统)。
  大北农对《证券日报》介绍,&公司结合农业产业特点,整合目前公司的养殖户、经销商、银行、基金、供应商、屠宰场等等上我们搭建的综合服务平台,改变运营模式,提升各主体的运营效率,提升产业升级。大北农公司可以做为平台上的一个环节。提供更多的服务和产品。&
  除了开发涉农电商平台之外,以涉农相关的互联网金融服务为介入点进入相关领域,也是许多上市公司在对这个领域进行布局时的选择。
  期盼更多指导细节出台
  不过,无论是借助自身业务的优势进行&加法式互联网化转变&,还是以金融辅助实业的精神参与涉农电商产业链,涉农电商的运作,都远非外界看起来的那样简单。
  例如,一号文件提及创新农产品流通方式的内容,具体是指&加快全国农产品市场体系转型升级,着力加强设施建设和配套服务,健全交易制度。完善全国农产品流通骨干网络,加大重要农产品仓储物流设施建设力度。加快千亿斤粮食新建仓容建设进度,尽快形成中央和地方职责分工明确的粮食收储机制,提高粮食收储保障能力。继续实施农户科学储粮工程。加强农产品产地市场建设,加快构建跨区域冷链物流体系,继续开展公益性农产品批发市场建设试点。推进合作社与超市、学校、企业、社区对接。清理整顿农产品运销乱收费问题。发展农产品期货交易,开发农产品期货交易新品种。支持电商、物流、商贸、金融等企业参与涉农电子商务平台建设。开展电子商务进农村综合示范。&
  从上述内容的表述中可以看出,对于企业而言,利用互联网的方式,使区域特产品牌化、全球化成为可能,不过,在这个过程中,仓储、运输等环节的把控就显的尤为重要。
  因此,在针对整个涉农电商发展的环节中,出台细则进行支持备受关注。&对于生鲜商品从采购到销售有哪些优惠政策?在生鲜质量管控方面有哪些具体措施?&有企业提及。
  生鲜电商顺丰优选对《证券日报》介绍,对涉农电商行业而言,目前的难点是:冷链流通不发达,损腐率高,需要整个供应链条的不断链冷链保鲜,&目前很多农产品到消费者手里已经加价四五次,供应链长,导致成本增加;农产品的非标准化特点,导致品质管控难度大;目前生鲜商品品牌化程度低,大部分农产品只有原产地标识,但有品牌标识的非常少,消费者只知道产区,却也无法分辨商品是不是真正来自这个产区,比如阳澄湖大闸蟹。因此只有当农产品有了自己的品牌,通过品牌建立起品质标准,才能产生溢价。 &
  对此,顺丰优选称,未来将加强与嘿客及其它线下渠道合作,发展生鲜O2O;加大产地直采,缩短生鲜农产品供应链。
  亚盛集团半年报点评:受灾影响单产,土地流转进度不及预期
  类别:公司研究 机构:兴业证券股份有限公司 研究员:蒋小东,陈娇,蒋卫华 日期:
  投资要点
  事件:
  8月27日晚,亚盛集团发布半年报,上半年公司实现营业收入8.48亿元,同比下滑5.75%;实现净利润1.13亿元,同比下滑14%;业绩低于此前预期。
  点评:
  自然灾害风因素导致收入下滑。上半年公司农业主要分布区域如白银、玉门、敦煌等地遭遇了持续的低温、冻害、沙尘、雨雪等自然灾害的影响,对公司的果品、苜蓿等农作物造成一定影响,致使公司的农业业务出现一定幅度的下滑。其次,节水滴灌设备由于同类企业数量增加,竞争加剧,产品销售的压力也增大,上半年增速也较低。
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关注农业次新股的交涉农电商概念股有哪些?龙头股新农开发
  涉农电商概念股近期异动,龙头股新农开发、敦煌种业涨停,消息面有阿里巴巴近日表示,涉农电商、大数据业务和跨境电商服务将成为阿里集团未来的三大发展方向,这次阿里巴巴首次把&涉农电商&提升到集团的三大重点发展方向之一。继恒大斥巨资挺进粮油市场,阿里也在东北地区布局涉农电商。阿里巴巴和恒大集团两大巨头共同布局涉农电商,可能会引发整个业界关注,涉农电商以后要重点关注。
  阿里巴巴集团总裁金建杭近日在位于中国东北的吉林省长春市透露,在美国纽交所成功上市后,涉农电商将成为阿里集团未来重点布局的三个重点领域之一。9月22日,阿里巴巴旗下淘宝网平台的&特色中国吉林馆&正式开馆。&特色中国&是淘宝网主打地方特色农产品,附带旅游、特色工艺品的重要电子商务板块。从2010年至今,阿里平台农产品销售额的年均增速为112.15%,农产品销售额从2010年的37亿元左右,发展到即将在今年年底突破800亿元。2013年,淘宝网生鲜产品(包括水产、肉类和水果)的增速高达194.58%,在所有品类中排名首位。
  在中国,最先通过电商热卖的产品是图书。其后,从服装到电子产品,中国电商的主打商品几经变迁。一直以来,在这个农业大国,农产品却被认为不宜在电商平台上销售。农产品属于很重视体验性的商品,而且对基础物流配送的要求较高,再加上中国人早已形成在农贸市场和超市购买农产品的消费观念,电商涉农一度不被看好。然而阿里巴巴的研究团队发现,中国传统农产品的产销方式有很多弊病,传统农产品销售供应链过于复杂,对生产者和消费者都不利。生产者没有定价权,农民收入始终难以提高;而在良莠不齐的市场中,消费者买到货真价实的商品也需要经验智慧,涉农电商未来将会是一片值得开拓的蓝海。
  恒大集团在今年8月宣布,在中国东北地区投入重资,发展粮油、乳业、畜牧产业。预计投资将超过1000亿元人民币(约为163亿美元)。概念股之家发现阿里巴巴集团总裁金建杭透露,涉农电商极有可能成为这两大中国&巨头&企业下一个合作领域,恒大集团种植的有机大米等产品将通过阿里提供的电商平台进行售卖。
  此外,阿里巴巴首个互联网定制私人农场&&&耕地宝&已于近期启动。&耕地宝&是由安徽农民、浙江兴合电子商务有限公司和阿里巴巴聚划算平台等联合推出的&首个互联网定制私人农场&投资项目。据了解,&耕地宝&是将百姓手中的&散钱&聚合起来进行再投资,投资者不仅可获得私人农场一年四季的无公害蔬菜,还可获得去当地旅游的免费门票和住宿等。据安徽绩溪县庙山果蔬专业合作社负责人董建成介绍,该项目上线仅几天时间,就有来自江浙沪皖京等地的3560名投资者认购了土地。认购面积430余亩,项目销售额200余万元,大大超出500个客户的预期目标。
  业内人士指出,在美国上市成功融资200余亿美元后,阿里集团将这笔钱投入它所规划的三大领域,不仅会促进C2B模式的优化和发展,而且会深刻地重构未来中国农民的生活方式。阿里巴巴布局涉农电商,运用互联网金融的模式开发农业市场,弥补了传统农业在资金、人才、技术等方面的短板,将会引发整个业界关注。
  涉农电商概念股有哪些呢?以下是一览表:
  农业产品类:登海种业(002041)、丰乐种业(000713)、敦煌种业(600354)、隆平高科(000998)、冠农股份(600251)、新农开发(600359)、北大荒(600598)、香梨股份、金健米业(600127)、新中基(000972)、亚盛集团(600108)、新赛股份(600540)
  养殖业类:中水渔业(000798)、山下湖(002173)、新五丰(600975)、顺鑫农业(000860)、东方海洋(002086)、好当家(600467)、獐子岛(002069)(如果市场跟进炒作,出现新的股票名单,概念股之家会及时更新,请关注概念股之家本栏目)
  涉农电商概念股重点股票解析:
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