Since the opening of the Lunar New Year, the performance of the agricultural sector in two trading days has been eye-catching, leading the market. Yesterday, agriculture, forestry, animal husbandry and fishery was again located at the head of each major plate with a 3.99% increase. The funds of the Shigekura Agricultural Shares easily dug the first pot of gold for the Year of the Rabbit. Overall, in January, the allocation of funds to agriculture, forestry, animal husbandry and fishery plates was second only to construction and mechanical equipment. In the current round of agriculture, forestry, animal husbandry and fishery, the fund also received a share.

The Fund increased its holdings of agricultural stocks in January. It reduced its holdings of property stocks according to the Minsheng Securities Fund Positions and Asset Allocation Monitoring System. In January 2011, the industries with higher average intensity of additions included construction, machinery and equipment, agriculture, forestry, animal husbandry, fishing, and pharmaceutical biology. Food and beverage industries.

From the perspective of increasing the number of funds, according to the calculation of a total of 86.76% of funds added to the construction industry in January 2011, 84.51% of the funds will be allocated to the machinery and equipment industry, 83.29% of the funds will be added to agriculture, forestry, animal husbandry and fishery, and 83.53% of the funds. With the addition of pharmaceutical biotechnology, 81.82% of the funds were added to the food and beverage industry, 84.27% of the funds were added to the petrochemical industry, 82.80% of the funds were added to the wholesale and retail industry, 81.57% of the funds were added to the wood furniture industry, and 79.37% of the funds were funded. With the increase in the electronics industry, 76.18% of the funds will be allocated to the information technology industry.

The most severe reduction is the real estate industry most affected by policy regulation. In January, the fund's strength of its deduction was as high as 0.88, followed by social services, finance, and insurance. From the perspective of the number of funds allocated, according to the calculation of a total of 82.27% of funds allocated to the real estate industry in January 2011, 85% of funds were allocated to social service industry, 83.04% of funds were allocated to finance and insurance, and 84.51% of funds were reduced. With integrated industries, 84.27% of funds are allocated to the textile and clothing industry.

According to statistics from the Tian-Phase voter, the data at the end of the fourth quarter of 2010 showed that the fund's heavy-handed agriculture achieved over-provision for the first time.

According to statistics from Tianxiang Investment, as of the end of the quarter, the fund held 27 positions in agriculture, the same amount as at the end of the third quarter of last year; but at the end of the fourth quarter of last year, the value of the stock held by heavy positions totaled 107.747 billion yuan, compared to the third quarter of last year. The end increased by 74.77%. The value of the agricultural stocks held by the fund’s heavy holdings accounted for 1.4% of the total market capitalization of the fund’s heavy holdings from 0.86% at the end of the third quarter of last year to 1.44% at the end of the fourth quarter of last year. The market value of listed companies in the agricultural industry accounted for the entire market value at the end of the fourth quarter of last year. The total market capitalization of A-shares is 1.25%. Over the past five years, the fund has achieved overweight for the first time in agriculture.

In the first trading day of the three agricultural stocks, the fund gathered in the first trading day of the year, with the increase of 3.46 percent for agriculture, forestry, animal husbandry and fishery, ranking the first in all major sectors. The sector continued to show strong performance on Thursday, ranking first with 3.99% increase. It is a daily limit for six agricultural stocks such as DeNong and Longping High-Tech. The acquisition of stocks by funds has naturally become the focus of investors.

According to statistics from the Minsheng Securities Research Center, among the 20 agricultural sector companies with comparable data, 3 were fund recaptured, namely, Galaxia, Shengnong Development, and Dunhuang Seed Industry, and the fund’s shareholding ratio exceeded 20 percent. %.

The highest shareholding ratio of the fund is the latest listed Galaxy. Data show that at the end of 2010, the fund held a total of 3,462,600 shares, holding a ratio of 25.46%. Among the top ten shareholders of tradable shares, there are 7 fund seats. Of the top ten shareholders of tradable shares, the shareholding ratio of the seven funds is as high as 71.81%. Among them, the largest shareholding is the Yinhua FEA theme, holding 1 million shares; Xingye Global has three funds in its presence.

Shengnong Development At the end of 2010, the fund held a combined total of 33,236,400 shares, holding a ratio of as high as 23.57%. Among the top ten shareholders of tradable shares, all three of Harvest's funds have established new positions in the fourth quarter of last year, namely Jiashi Theme, Castrol Steady, and Castrol High-quality Enterprise, which have totaled 36.12 million shares.

At the end of last year, Dunhuang Seed Industry Co., Ltd. held a total of 43.0271 million shares, and the fund's shareholding ratio was as high as 23.13%. The Group's top ten shareholders of tradable shares rank among the company's balanced growth of E-Techco, Penghua Power Growth (LOF), China Renaissance, and Huitian Fu.

For the latter part of the agricultural sector, Dongxing Securities believes that the weather conditions will affect the price and price expectations. If the weather conditions do not improve significantly, the prices of agricultural products will once again enter the upward track. It is recommended to pay attention to planting and seed industry, including the Great Northern Wilderness, Yasheng Group, Denghai Seed Industry, Fengle Seed Industry, Bengbu Silver Tech, Dabei Agriculture, etc.; the price increase promoted by agricultural products will be transmitted to the farming category. It is recommended to pay attention to Shengnong. Development, hawk farming, animal husbandry, Zhengbang technology, Shunxin agriculture.