北交所消费服务产业跟踪第六期：《乡村全面振兴规划（2024—2027年）》正式发布，关注北交所农业经济产业企业

Group 1 - The "Rural Comprehensive Revitalization Plan (2024-2027)" aims for substantial progress in rural revitalization by 2027 and decisive progress by 2035, focusing on agricultural modernization and improved living conditions in rural areas [7][9] - The plan includes ten specific measures to enhance modern agricultural construction, such as improving food supply security, strengthening agricultural infrastructure, and increasing support for grain production [9] - The Chinese seed industry market size reached approximately 1367.63 billion yuan in 2023, with a year-on-year growth of 4.12% [12][15] Group 2 - The median price-to-earnings (P/E) ratio for the North Exchange's consumer service sector decreased from 34.9X to 34.4X, with a total market value dropping from 771.2 billion yuan to 733.9 billion yuan [26][28] - The median P/E ratio for the broader consumer sector decreased by 3.47% to 36.7X, while the food and agriculture sector's median P/E ratio fell from 29.5X to 28.1X [34][36] - The North Exchange has seven agricultural economy enterprises, including Qiu Le Seed Industry, Run Nong Water Saving, Kang Nong Seed Industry, Tian Ye Co., Knight Dairy, Green Heng Technology, and Hua Xi Technology [24][22] Group 3 - Dayu Biological received a government subsidy of 14 million yuan on January 22, 2025, which is related to asset support [40]