随着互联网+农业的兴起和国家政策的大力支持,上市公司纷纷布局农资电商,农资电商步入了发展的快车道。农资是农用物资的简称,包括种子、农药、化肥、农膜及农业生产、加工、运输机械等。农村电商未来前景可期。
农村物流商概念股一览
辉丰股份(002496):辉丰股份持股50%,与农药协会共同成立农药电商网站农一网,已正式运营。
神州信息(000555):神州信息溢价68倍收购中农信达进入农村信息化领域。通过外延式发展的方式,整合相关资源,神州信息将快速完成对包括农村电子政务、农村地理信息服务和农云平台运营在内的相关农村信息化领域战略性的布局。
农产品(000061):全渠道、全品类、多层次的农产品电子商务体系:
1、中农网股份-公司电子交易平台运营主体,由阿里巴巴前CEO 卫哲任董事长、管理层持股5.95%,涵盖食糖、茧丝、棉花等大宗、标准化农产品B2B 和生鲜等非标类农产品的B2C;2、全资拥有深圳前海农产品交易所,具有创新流通模式、提升流通效率、培育新盈利增长点的战略意义;3、筹备深圳市农产品电子商务有限公司,打通旗下农产品批发市场经营户线上、线下双向渠道,发展农产品的O2O 业务。
大北农(002385):未来大北农将成为专门针对农村乡镇的“信息流、物流、资金流”体系,成为高科技、互联网化、类金融的现代农业综合服务企业。当前大公司建设综合服务平台是战略升级的重要步骤(由养猪综合服务平台升级为依托移动互联网的农村综合服务平台),未来3-5 年是逐步落地之年。
诺普信(002215):结盟发展 打造农资综合服务平台。后续土地流转抵押政策有望出台,信托公司和互联网电商的介入,将彻底改造传统农业生产模式,改革红利巨大。
丰乐种业000713:丰乐种业参股北京爱种网络科技有限公司2.2%的股份,爱种网是由国内最大的11家种子公司和现代种业发展基金共同投资设立的农资领域电子商务平台。
路通视信300555:公司推出区级农村电商公共服务中心建设,电商网点建设与改造,电商扶贫大数据展示中心建设,精准扶贫运营等一揽子农村电商解决方案,帮助客户完成农村电商体系及商贸,仓储和物流体系的构建。
芭田股份002170:公司受让农业信息公司金禾天成20%股权,金禾天成是一家专注于农业信息化应用解决方案研发、推广与服务的国家级高新技术企业。
2016年9月公告,公司控股子公司和原生态近日与阿里巴巴签署了《合作协议》,双方就和原生态旗下“私家”、“易粒多”和“哈力”等品牌农资入驻开展合作。
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With the rise of Internet + agriculture and the strong support of national policies, listed companies have laid out agricultural materials e-commerce, and agricultural materials e-commerce has entered the fast lane of development. Agricultural materials are the abbreviation of agricultural materials, including seeds, pesticides, fertilizers, agricultural films, and agricultural production, processing, and transportation machinery. The future prospects of rural e-commerce are promising.
List of rural logistics concept stocks
Huifeng Shares (002496): Huifeng Shares holds 50% of the shares and jointly established the pesticide e-commerce website Nongyi.com with the Pesticide Association, which has been officially operated.
Shenzhou Information (000555): Shenzhou Information acquired Zhongnong Xinda at a premium of 68 times to enter the field of rural informatization. Through the way of extension development and integration of relevant resources, Shenzhou Information will quickly complete the strategic layout of relevant rural informatization fields including rural e-government, rural geographic information services and agricultural cloud platform operations.
Agricultural Products (000061): Omni-channel, full-category, multi-level agricultural products e-commerce system:
1. Sinoagri.com - the company's electronic trading platform operator, with Alibaba's former CEO Wei Zhe as chairman and management holding 5.95% of the shares, covering bulk, standardized agricultural products such as sugar, silk, cotton, and B2B and non-standard agricultural products such as fresh produce; 2. Wholly owned Shenzhen Qianhai Agricultural Products Exchange, with strategic significance for innovating circulation models, improving circulation efficiency, and cultivating new profit growth points; 3. Prepare Shenzhen Agricultural Products E-commerce Co., Ltd., open up online and offline two-way channels for its agricultural products wholesale market operators, and develop agricultural products O2O business.
Da Bei Nong (002385): In the future, Da Bei Nong will become a "information flow, logistics, and capital flow" system specifically for rural towns, and become a high-tech, Internet-based, and financial-like modern agricultural comprehensive service enterprise. At present, the construction of comprehensive service platforms by large companies is an important step in strategic upgrading (from the comprehensive pig farming service platform to the rural comprehensive service platform based on mobile Internet), and the next 3-5 years will be the years of gradual implementation.
Nopoxin (002215): Alliance development to build a comprehensive service platform for agricultural materials. Subsequent land transfer mortgage policies are expected to be introduced. The involvement of trust companies and Internet e-commerce will completely transform the traditional agricultural production model, and the reform dividends will be huge.
Fengle Seed Industry 000713: Fengle Seed Industry holds a 2.2% stake in Beijing Aizhong Network Technology Co., Ltd. Aizhong.com is an e-commerce platform in the field of agricultural materials jointly invested and established by the 11 largest seed companies in China and the Modern Seed Industry Development Fund.
Lutong Shixin 300555: The company has launched a package of rural e-commerce solutions such as the construction of district-level rural e-commerce public service centers, the construction and transformation of e-commerce outlets, the construction of e-commerce poverty alleviation big data display centers, and precise poverty alleviation operations to help customers complete the construction of rural e-commerce systems and trade, warehousing and logistics systems.
Batan shares 002170: The company acquired 20% equity of agricultural information company Jinhetiancheng, which is a national high-tech enterprise focusing on the research and development, promotion and service of agricultural information application solutions.
In September 2016, the company's holding subsidiary Heyuanshengtai recently signed a "Cooperation Agreement" with Alibaba. The two parties will cooperate with the "Private", "Yiliduo" and "Hali" brands of agricultural materials under Yuanshengtai.
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