Denghai Seeds Hits Limit Up as Expectations for Strongest El Niño Intensify

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โดย 农产品行业系列深度四:强厄尔尼诺或将来·GB·Read original
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On August 24, the agricultural sector moved sharply higher, with Denghai Seeds hitting limit up in a straight line. Joyvio Food, Qiule Seed, Tianshan Animal Husbandry, Wanxiang Doneed, Kangnong Seed, and Shennong Seed followed the gains. In terms of news, the UK Met Office predicted on the 21st that this year's El Niño will become the strongest since modern meteorological records began, potentially worsening extreme weather such as drought and heavy rainfall in many parts of the world and affecting agricultural production. Meteorological agencies in several countries believe the El Niño is expected to continue strengthening in the second half of this year, with a 97 percent probability of persisting into early spring 2027. The probability of a strong El Niño event from October to December this year is 81 percent, and its intensity could rank among the strongest El Niño events since 1950. Shenwan Hongyuan Research believes a strong El Niño has become a certain event for 2026 and will most likely trigger extreme heat and drought globally, posing a significant threat to the output of climate-sensitive agricultural products such as palm oil, natural rubber, and sugar, thereby supporting a higher price center. Denghai Seeds achieved operating revenue of about 1.102 billion yuan in 2025, down 11.55 percent year on year. In the first quarter of 2026, total operating revenue was 265 million yuan, and net profit attributable to the parent company was 33.7376 million yuan.

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湖北康农种业股份有限公司Private± Mixed
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秋乐种业 (Qiule Seed Industry)Private± Mixed
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