The agriculture, farming, and fishery sectors continued their aggressive surge today (September 7), driven by momentum in the planting chain. As of press time, 亚盛集团, 敦煌种业, 金健米业, and 中水渔业 all hit their daily limit-up, while 天邦食品 climbed over 7%, with 神农种业, 海南橡胶, and 万向德农 also posting notable gains.
The benchmark CSI All-Share Agriculture, Farming, and Fishery Index, tracked by the agriculture ETF (159275), rose 1.25%. Notably, as of September 4, 2026, the index weights for these stocks are as follows: 亚盛集团 at 1.12%, 敦煌种业 at 0.68%, 金健米业 at 1.2%, 中水渔业 at 0.34%, 天邦食品 at 1%, 神农种业 at 1.25%, 海南橡胶 at 2.16%, and 万向德农 at 0.43%.
On the news front, the World Meteorological Organization (WMO) released its latest bulletin, confirming that an El Ni帽o event has formed and will continue to strengthen, potentially escalating into a super-strength episode. This phenomenon is expected to significantly alter global precipitation and temperature patterns, with associated extreme weather risks persisting through 2027. The WMO projects a near-100% probability that El Ni帽o conditions will remain until February 2027.
Guosheng Securities recommends focusing on the catalysts brought by El Ni帽o, noting that China's National Climate Center forecasts the event will peak around November-December, potentially becoming the strongest El Ni帽o on record. Investors may want to watch companies with advantageous traits such as dense planting tolerance, medium-small ear characteristics, multi-resistance, and stress tolerance, prioritizing firms with strong performance and superior seed varieties.
From a valuation perspective, the agriculture, farming, and fishery sector remains at relatively low levels, presenting a potentially favorable entry point. Wind data shows that as of the last trading day (September 4), the price-to-book ratio of the CSI All-Share Agriculture, Farming, and Fishery Index stood at 2.47 times, sitting at the 27.95th percentile over the past five years—a low level that underscores its long-term value proposition.
Guojin Securities points out that amid heightened external uncertainties, China continues to push forward with seed industry revitalization and aims to boost grain output through higher per-unit yields. Concurrently, global weather disruptions may lead to a decline in overall crop production. With the planting sector's fundamentals stabilizing at the bottom and grain prices already starting to rise, the planting industry chain could see improved prosperity if substantial crop shortfalls materialize.
For investors seeking broad exposure, the agriculture ETF (159275) offers a one-stop approach to the entire agriculture, farming, and fishery value chain. According to CSI Index data, this ETF passively tracks the CSI All-Share Agriculture, Farming, and Fishery Index, which includes leading hog farming stocks as well as major sub-sectors such as feed, grain planting, and animal health products. Off-market investors can also access the sector via the feeder funds (Class A 013471, Class C 013472).
Investors should note that redemption and subscription agents may charge commissions of up to 0.5% of transaction value, which includes fees levied by securities exchanges and registration institutions. Fee details are available in the fund's legal documents.
Risk disclosure: The agriculture ETF (159275) passively tracks the CSI All-Share Agriculture, Farming, and Fishery Index, with a base date of December 31, 2004, and launch date of December 12, 2016. The index constituents are adjusted periodically according to its compilation rules, and historical backtesting performance does not guarantee future results. The stocks mentioned in this article are solely for illustrative purposes as index constituents and do not constitute any stock recommendations or reflect the fund manager's investment direction. Any information presented herein (including but not limited to stocks, commentary, forecasts, charts, indicators, theories, or any form of expression) is for reference only, and investors must bear responsibility for their own investment decisions. Furthermore, any views, analyses, or forecasts in this article do not constitute investment advice to readers, and the company assumes no liability for any direct or indirect losses arising from the use of this content. Investors should carefully read fund legal documents such as the Fund Contract, Prospectus, and Fund Product Summary to understand the risk-return profile and select products suited to their risk tolerance. Past performance is not indicative of future results, and the performance of other funds managed by the fund manager does not guarantee the performance of this fund. According to the fund manager's assessment, the agriculture ETF (159275) carries a risk rating of R3-moderate, suitable for balanced (C3) and above investors; please refer to the sales institution for suitability matching opinions. Sales institutions (including the fund manager's direct sales and other distributors) evaluate fund risks per relevant regulations, and investors should promptly review the fund manager's suitability opinions. Suitability assessments may vary across sales institutions, and the risk rating results provided by fund sales institutions must not be lower than those issued by the fund manager. The risk-return characteristics stated in the fund contract may differ from the risk rating due to varying factors considered. Investors should understand the fund's risk and return profile, choose fund products prudently based on their own investment objectives, horizons, experience, and risk tolerance, and bear the risks themselves. Registration of the above funds with the China Securities Regulatory Commission does not imply any substantive judgment or guarantee regarding their investment value, market prospects, or returns. Fund investing requires caution.
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