--- title: "The surge in commodity prices has spread to agricultural products, with the CSI Agriculture Theme Index rising nearly 2% in the afternoon" type: "News" locale: "en" url: "https://longbridge.com/en/news/278671464.md" description: "The surge in commodity prices has spread to agricultural products, with the agricultural sector showing unusual movements in the afternoon, and the China Securities Agriculture Theme Index rising by 1.83%. The increase in crude oil prices has led to a rise in the costs of basic chemical raw materials, affecting the order-taking and pricing of pesticide manufacturers. The prices of raw materials for pig farming may be revised upwards, with policies emphasizing the regulation of pig production capacity. In the long term, high crude oil prices will boost the demand for bioenergy, and the upward trend in grain prices has been established, revealing opportunities for planting/seeds allocation. Investors may pay attention to the Tianhong CSI Agriculture Thematic ETF" datetime: "2026-03-11T06:54:08.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278671464.md) - [en](https://longbridge.com/en/news/278671464.md) - [zh-HK](https://longbridge.com/zh-HK/news/278671464.md) --- # The surge in commodity prices has spread to agricultural products, with the CSI Agriculture Theme Index rising nearly 2% in the afternoon On March 11, 2026, the agricultural sector experienced a surge in the afternoon. As of 14:35, the CSI Agriculture Theme Index (000949) rose sharply by 1.83%. Component stocks such as Yasheng Group, Andisu, and Meihua Biological hit the 10% daily limit, while Yangnong Chemical and Xinghuo Technology also saw gains. On the news front, driven by the continuous surge in crude oil prices, the prices of basic chemical raw materials have risen significantly across the board, with cost pressures rapidly transmitting downstream, leading to a continuous increase in production costs for enterprises. Currently, market price fluctuations are severe, and the uncertainty of raw material supply has led most domestic pesticide manufacturers to suspend order taking, halt quotations, and adopt a wait-and-see approach. At the same time, the pig cycle is expected to accelerate its clearing. With international oil prices rising, there may be expectations for upward adjustments in the prices of raw materials for pig farming, marginally increasing cost pressures. On the other hand, policies continue to emphasize comprehensive regulation of pig production capacity. The Central Document No. 1 in 2026 proposed to strengthen the comprehensive regulation of pig production capacity, which is expected to continue guiding the industry's capacity reduction. Dongfang Securities pointed out that under geopolitical disturbances, the price increases of bulk commodities have transmitted to agriculture. The costs of agricultural inputs such as fertilizers and pesticides are highly correlated with oil prices. Taking corn as an example, if fertilizer prices rise significantly, it may directly increase its planting marginal costs, thereby raising the price center of new crops. In the long term, persistently high crude oil prices will enhance the demand attractiveness for bioenergy (such as corn ethanol and biodiesel), especially against the backdrop of natural gas shortages in Europe, which may accelerate the transition to a clean energy structure. The current upward trend in grain prices has been established, highlighting the investment opportunities in planting/seeds. The Tianhong CSI Agriculture Theme ETF Connect Fund (A: 010769; C: 010770) was established on January 22, 2021. It aims to closely track the underlying index by investing in the Tianhong Agriculture ETF (512620), pursuing the minimization of tracking deviation and tracking error. Interested investors can pay attention to the Tianhong CSI Agriculture Theme ETF Connect Fund (A: 010769; C: 010770) by searching for Tianhong Agriculture on Alipay, Tiantian Fund, or JD Finance to learn more ### Related Stocks - [000949.CN](https://longbridge.com/en/quote/000949.CN.md) - [159616.CN](https://longbridge.com/en/quote/159616.CN.md) - [516810.CN](https://longbridge.com/en/quote/516810.CN.md) - [159825.CN](https://longbridge.com/en/quote/159825.CN.md) - [512620.CN](https://longbridge.com/en/quote/512620.CN.md) ## Related News & Research - [Congyu Intelligent Agricultural Sets June SGM to Approve Major Share Placing](https://longbridge.com/en/news/286582458.md) - [Cotton Rallies into the Monday Close](https://longbridge.com/en/news/286892299.md) - [China’s $17B US farm deal sparks beef export backlash](https://longbridge.com/en/news/286769571.md) - [CBOT Trends-Wheat up 19-22 cents, corn up 8-14, soybeans up 20-26](https://longbridge.com/en/news/286778651.md) - [Wheat Falling Lower on Wednesday](https://longbridge.com/en/news/287109880.md)