北交所消费服务产业跟踪第五十一期（20260208）：2026年中央一号文件发布，关注北交所农业领域相关标的

Group 1 - The 2026 Central Document emphasizes the modernization of agriculture and rural areas, outlining four key tasks and two major support guarantees in the "three rural" sectors [5][7] - The four key tasks include enhancing agricultural production capacity and quality, implementing regular precise assistance, promoting stable income growth for farmers, and advancing the construction of livable and workable beautiful villages [5][7] - The two major support guarantees focus on strengthening institutional innovation and enhancing the Party's comprehensive leadership over "three rural" work [5][7] Group 2 - As of February 6, 2026, the median price change of consumer service stocks on the North Exchange was -2.93%, with 24% of companies experiencing an increase [27][29] - The median price-to-earnings (P/E) ratio of consumer service companies rose from 47.7X to 48.1X, while the total market capitalization decreased from 1129.81 billion to 1102.41 billion [29][30] - The top five companies with the highest price changes included Fangda New Materials (+8.25%), Babi Co. (+3.28%), and Longzhu Technology (+2.54%) [27][35] Group 3 - The median TTM P/E ratio for the broad consumer sector increased by 8.25% to 56.8X, with Fangda New Materials, Babi Co., and Longzhu Technology leading in market performance [36][37] - The median TTM P/E ratio for the food and agriculture sector decreased from 53.0X to 49.9X, with Zhu Laoliu and Knight Dairy showing notable price changes [38][40] - The median TTM P/E ratio for the professional technical services sector fell from 30.1X to 28.5X, with companies like Guangzi International and Qingju Technology experiencing declines [41][43] Group 4 - Kangbiter plans to repurchase A-shares with a budget of 30 million to 50 million yuan, with a maximum repurchase price of 25 yuan per share, aimed at employee stock ownership plans or equity incentives [44][46] - Zhu Laoliu reported an expected revenue of approximately 215.79 million yuan for 2025, a decrease of 9.36% year-on-year, while net profit is expected to increase by 7.43% [44][46]