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Hong Kong stock Concept tracking | The rural comprehensive revitalization plan has been released, and the construction of modern agriculture is expected to accelerate. Jiangsu Nonghua Intelligent Agriculture Technology market space is vast (attached are C
Recently, the Central Committee of the Communist Party of China and the State Council issued the "Comprehensive Rural Revitalization Plan (2024-2027)."
Zhongtai: The oversupply in the Planting Industry is quite common, and the degree of prosperity depends on the recovery of demand.
Zhongtai released a Research Report stating that the prosperity of the Planting Industry in 2025 will still depend on the downstream market, especially whether terminal demand can recover under the stimulation of Low Stock Price.
Citic sec: Global demand remains strong, and the leading potash fertilizer producer's production cut may raise prices.
Citic sec predicts that the supply and demand for global potassium fertilizer will be tight in 2025, and potassium fertilizer prices are expected to rebound from the bottom.
Sunshine Paper's subsidiary Qicheng Wisdom granted a 50 million yuan entrusted loan.
Sunshine Paper (02002) announced that on November 21, 2024, its subsidiary Sunshine (as the entrusting party and lender) entered into a entrusted loan agreement with the lending banks (as the entrusted party) and Qicheng Wisdom (as the borrower). The principal amount under the entrusted loan agreement is 50 million yuan, which will be allocated from the group's internal resources, with an interest rate of one-year LPR plus 440 basis points. The loan will be used by Qicheng Wisdom for general working capital.
Express News | Century Sunshine - Unit to Subscribe for 118.5 Mln Remt Rights Shares for HK$13 Mln
Sinolink: Potash fertilizer supply is expected to be jointly controlled, and resource prices are expected to provide support.
Only 11 companies have a potassium chloride production capacity exceeding 2 million tons, mainly concentrated in Canada nutrien, Belarus Belaruskali, Russia Uralkali, and the usa Mosaic, with a combined production capacity accounting for 67.26% of the industry, high industry concentration.