Help us recommend some good stocks.

Northern agricultural stocks: Beidahuang 600598, Tunhe 600737.

As we all know, since June 5438+ 10, 2008, agricultural stocks have generally risen strongly. The reason is that the prices of agricultural products continue to rise due to the global food shortage. Rogers believes that the food demand of China1300 million people is extremely huge.

In recent days, some commentators, so-called experts, think that agricultural stocks are more risky and should not be chased up. The reason is that agricultural stocks are affected by the weather and their production is reduced due to disasters. I would like to make some comments on this point:

First of all, the climate between the north and the south of China is very different. Due to La Nina phenomenon, crops in the south are reduced in winter. In the north, there is only one crop growing season from May to August every year. When La Nina prevails, the northern part of China is in the winter leisure period, and La Nina phenomenon will end before the arrival of summer, so the harvest in the northern part can still be expected. Moreover, the reduction of crop production in the south will just cause the situation that the domestic food supply is in short supply, and the agricultural stocks in the north will be greatly sought after.

Finally, the strong Hengqiang recommended agricultural stocks Beidahuang and Tunhe.