Mei Ri Jing Ji Xin Wen·2026-02-04 05:43Core Viewpoint - The agricultural sector is experiencing positive momentum, with the Agricultural ETF (Hua Xia, 516810) showing gains and increased investor interest following the release of the 2026 Central No. 1 Document, which emphasizes food security and agricultural modernization [1]. Group 1: Agricultural Sector Performance - As of February 4, the Agricultural ETF (Hua Xia, 516810) is trading positively, with holdings such as Nongfa Seed Industry rising over 5% [1]. - Other companies like Haida Group, Muyuan Foods, Tianma Technology, and Denghai Seeds are also seeing upward movement [1]. - In the past five days, the ETF has attracted a net inflow of 19.39 million yuan, indicating heightened interest in the sector [1]. Group 2: Policy Implications - The 2026 Central No. 1 Document sets a target for grain production to stabilize at around 1.4 trillion jin, alongside a new initiative to enhance grain production capacity by 100 billion jin [1]. - The document promotes the integration of artificial intelligence in agriculture, expanding applications for drones, IoT, and robotics, and accelerating key technological innovations in agricultural bio-manufacturing [1]. - It also outlines plans for extending land contracts for an additional 30 years post-expiration, increasing financial support for agricultural enterprises and farmers, and facilitating the urbanization of agricultural migrants [1]. Group 3: Investment Opportunities - GF Securities interprets the release of the Central No. 1 Document as a significant step towards building a strong agricultural nation, suggesting that there are substantial opportunities for modernization in rural areas [1]. - The emphasis on food security and breeding innovation positions leading seed companies to benefit from advancements in breeding research and the industrialization of biological breeding [1].