进入盛夏以来,持续的高温高湿天气使得农作物虫害进入高发期。据悉,吉林、河北等地近期暴发粘虫灾害,大片玉米地被粘虫啃食。像这样大面积的虫害近些年比较罕见。受此消息影响,国内较大的农药化肥企业上市公司近期都有不错的表现,特别是拥有较强的技术研发能力以及主营相对垄断药品的企业,均受到市场的较多关注。而病虫灾害的影响,将对农药行业相关上市公司构成直接的利好。随着去年《农药工业“十二五”发展规划》的正式出台,推动农药原药生产进一步集中,通过兼并重组使得产业整合加速,优质企业将面临良好的发展机遇。相关农药化肥受益个股可以从杀虫剂、除草剂、杀菌剂等几个方面来看,其中杀虫剂和除草剂是我国农药生产的主要品种。而 Since entering the summer, continuous high temperature and humidity makes crop pests into the high incidence period. It is reported that the recent outbreak of armyworms in Jilin, Hebei and other places, large areas of corn were grazed by armyworms. Large pests like this are rare in recent years. Affected by this news, the domestic large pesticide companies listed companies have a good performance recently, in particular, has a strong technical research and development capabilities as well as the main relative monopoly drugs companies are subject to the market more attention. The impact of pest and disease disasters, the pesticide industry listed companies constitute a direct positive. With the formal promulgation of the “Pesticide Industry” “Twelfth Five-year Plan” last year, the production of pesticide raw materials will be further concentrated and the industrial consolidation will be accelerated through mergers and acquisitions. The high-quality enterprises will face good opportunities for development. Related pesticides and fertilizers to benefit individual stocks from insecticides, herbicides, fungicides and several other aspects, of which pesticides and herbicides are the main varieties of pesticides in China. and