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<P>　　中信、興業(yè)等券商研究表示，根據(jù)中央一號(hào)文件，農(nóng)業(yè)和農(nóng)村兩大板塊的細(xì)分個(gè)股在本周或有良好表現(xiàn)。農(nóng)業(yè)個(gè)股機(jī)會(huì)主要有三個(gè)方面，一是相關(guān)減產(chǎn)的個(gè)股。受災(zāi)減產(chǎn)將導(dǎo)致農(nóng)產(chǎn)品價(jià)格上漲，從而給相應(yīng)上市公司業(yè)績提升提供基礎(chǔ)。因此，這類相關(guān)上市公司是最直接的受益概念。從目前的情況來看，減產(chǎn)嚴(yán)重的主要是棉花、甘蔗，玉米的減產(chǎn)則是局部性的。</P> <P>　　二是低庫存的個(gè)股。有關(guān)數(shù)據(jù)顯示，糧食庫存方面，庫存消費(fèi)比下降較快的是玉米、燕麥等粗糧；而小麥、稻米近年來的庫存消費(fèi)比均略有上升，并在近幾年的平均水平以上。非糧食庫存變化方面，糖庫消比歷史最低，棉花庫存快速下降。</P> <P>　　三是高產(chǎn)種子個(gè)股。糧食減產(chǎn)和需求增加，無疑會(huì)催生市場對(duì)高產(chǎn)品種的需求量。因此從根本上來說，高產(chǎn)的種子個(gè)股也應(yīng)是關(guān)注的重點(diǎn)，并從長期來說更具備潛力。</P> <P>　　農(nóng)村板塊的機(jī)會(huì)主要存在于家電下鄉(xiāng)、水泥、平板玻璃等普通建材的個(gè)股。（記者　方家喜）</P> </div> <div id="uweuiwugcuu" class="coupage"> <script type="text/javascript"> //createPageHTML(1, 0, "t20100201_1242202", "htm"); var currentPage = 0;//所在頁從0開始 //var headPage = "t20100201_1242202"+"."+"htm";//首頁 //var tailPage = "t20100201_1242202_" + (countPage-1) + ".htm"http://尾頁 var prevPage = 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