鳳凰網財經訊 農業(ye)板塊今日表現活躍，種業(ye)股(gu)(gu)(gu)飆升，登海種業(ye)[34.17 7.62% 股(gu)(gu)(gu)吧 研(yan)報]漲停(ting)，敦煌種業(ye)[22.49 0.27% 股(gu)(gu)(gu)吧 研(yan)報]、樂豐種業(ye)大幅上(shang)漲，隆平(ping)高(gao)科[34.99 5.33% 股(gu)(gu)(gu)吧 研(yan)報]、神農大豐[19.47 0.72% 股(gu)(gu)(gu)吧 研(yan)報]、新農開(kai)發[10.13 1.10% 股(gu)(gu)(gu)吧 研(yan)報]等均有不錯表現。

    種業市場容量仍能提高。由于耕地有限，我國未來種子市場(chang)容量擴大(da)來自兩個方(fang)面:一是商品化(hua)率提升:目前(qian)我國(guo)種(zhong)(zhong)(zhong)子(zi)商品化(hua)大(da)約50%左右，遠低于發(fa)達(da)國(guo)家(jia)80-90%的(de)水(shui)平(ping);二是種(zhong)(zhong)(zhong)糧(liang)(liang)比(bi)的(de)提高(gao)(gao):目前(qian)我國(guo)種(zhong)(zhong)(zhong)子(zi)價(jia)(jia)格與糧(liang)(liang)價(jia)(jia)之比(bi)平(ping)均(jun)約為5-8倍，遠低于發(fa)達(da)國(guo)家(jia)20-25倍的(de)水(shui)平(ping)。 種(zhong)(zhong)(zhong)子(zi)價(jia)(jia)格仍有上(shang)漲預期。種(zhong)(zhong)(zhong)子(zi)在(zai)糧(liang)(liang)食生(sheng)產成(cheng)本中僅(jin)占比(bi)5.6%(2009)，占收入(ru)比(bi)例(li)更低，靜態看糧(liang)(liang)價(jia)(jia)上(shang)漲3%即可覆(fu)蓋種(zhong)(zhong)(zhong)子(zi)價(jia)(jia)格翻倍。在(zai)近(jin)幾年農村勞動力短(duan)缺、種(zhong)(zhong)(zhong)糧(liang)(liang)機(ji)會(hui)成(cheng)本上(shang)漲的(de)情(qing)況(kuang)下，優質種(zhong)(zhong)(zhong)子(zi)通過“高(gao)(gao)投入(ru)、高(gao)(gao)產出”模式維持其高(gao)(gao)價(jia)(jia)格，整體種(zhong)(zhong)(zhong)子(zi)價(jia)(jia)格仍有上(shang)漲預期。