Zheng Quan Shi Bao Wang·2025-11-21 02:19Core Viewpoint - Agricultural stocks experienced a significant rally on the 21st, with notable performances in the seed and aquaculture sectors, indicating a potential turning point in the industry by 2026 [1] Group 1: Agricultural Sector Performance - Stocks such as QuanYin High-Tech and QiuLe Seed Industry reached a 20% and over 10% increase respectively, while ZhongShui Fishery achieved a six-day consecutive limit-up [1] - The industry is expected to focus on capturing turning points and tracking core fundamental indicators in 2026, with an emphasis on finding entry points within a relatively reasonable valuation range [1] Group 2: Livestock and Pet Sectors - The livestock sector is expected to balance offense and defense strategies, with a shift from a defensive focus in 2025 to a greater emphasis on potential future flexibility in 2026 [1] - The pet sector is undergoing a valuation correction, with expectations for a recovery in performance growth, suggesting that investment opportunities will re-emerge [1] Group 3: Seed Industry Insights - According to KaiYuan Securities, the seed industry is expected to trend towards larger varieties under policy guidance, with an improving competitive landscape for leading seed companies [1] - The research and development of genetically modified seeds presents high technical barriers, giving leading companies a competitive edge as the promotion and expansion of these seeds accelerate, potentially intensifying the industry’s Matthew effect [1]