Agricultural stocks rise against the market trend, the pesticide industry's prosperity is expected to continue to rise, and the agricultural ETF Harvest is positioning for investment opportunities in the agricultural industry chain

On the morning of March 30, 2026, A-share agricultural stocks collectively surged. As of 10:36, the CSI Grand Agriculture Index rose by 0.06%. Component stocks such as Beidahuang hit the daily limit of 10%, Suqian Agricultural Development rose by 7.85%, Yangnong Chemical increased by 5.73%, Andisu rose by 4.60%, and Longping High-Tech rose by 3.83%. Recently, the pesticide industry is expected to continue its upward trend. Huachuang Securities pointed out that after three consecutive years of downturn, the prices of major products have fallen to historical lows, and pessimistic expectations are fully reflected, providing a basis for a cyclical reversal. Coupled with the Ministry of Agriculture and Rural Affairs' new policy of "one certificate, one product" implemented from January 1, 2026, the China Pesticide Industry Association's "Three-Year Action Plan for Rectifying and Standardizing" is being promoted, and several major safety production accidents have led to stricter regulations, further tightening industry supply. At the same time, rising crude oil prices have driven up planting costs, and downstream agricultural product futures prices have generally risen, improving planting profitability and likely boosting pesticide demand. In addition, in 2025, China's exports of monoammonium phosphate and diammonium phosphate fell by 36.56% and 49.68% respectively compared to the previous month, while the average price of solid sulfur in the southwest region surged by 156.60% year-on-year during the same period, leading to a significant increase in production costs for phosphate fertilizers, putting pressure on industry profits. Galaxy Securities analyzes that as the peak season for spring plowing fertilizers approaches and domestic fertilizer supply and price stabilization policies continue to take effect, the operating rates and inventory turnover of phosphate fertilizer companies are expected to gradually recover. Data shows that as of February 27, 2026, the top ten weighted stocks in the CSI Grand Agriculture Index are Salt Lake Industry, Cangge Mining, Haitian Flavoring & Food, Muyuan Foods, Yuntianhua, Wens Foodstuff Group, Yili Group, Dongpeng Beverage, Haida Group, and Xingfa Group, with the top ten weighted stocks accounting for a total of 51.78%. The agricultural ETF Harvest (516550) closely tracks the CSI Grand Agriculture Index, with index constituents involving soft drinks, agricultural products, food, agricultural chemicals, forestry products, agricultural machinery, and animal health, making it a convenient tool for investing in the agricultural sector. Investors without stock accounts can also invest in agricultural industry chain opportunities through the agricultural ETF linked fund (019279)