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财通证券:长期关注种业行业竞争格局的转变
601108Caitong Securities(601108) 证券时报网·2024-11-19 01:08

Core Insights - The commercialization of genetically modified organisms (GMOs) is steadily advancing, providing leading seed companies with a first-mover advantage [1] - The GMO commercialization is expanding the corn seed market and can reduce costs while increasing efficiency [1] - Short-term focus should be on the promotion areas for GMO corn next year and the mergers and acquisitions actions of seed companies, while long-term attention should be on the changes in industry competition and the simultaneous increase in quantity and price of company performance [1] Company Recommendations - Companies to watch include Dabeinong and Denghai Seeds [2]