Inflation means that money is worthless, and CPI changes from negative to positive, or higher than expected, which will stimulate inflation-benefiting stocks. Generally speaking, inflation does more harm than good to the economy of various departments, so the so-called "inflation gains" are only relative, that is, profits and asset values can be maintained relatively smoothly. Therefore, if you want to buy resource stocks, such as gold, gold is colored, and house prices will rise, you should pay attention to real estate stocks, agricultural products will also rise, and agricultural stocks should also pay attention. There is also a sector, that is, commercial stocks. Because money is worthless, people will consume and commercial stocks will benefit from it. In short, consumer stocks can benefit from it, that is, when inflation occurs, save less money and some stocks will benefit. Since 20 1 1, domestic cotton prices have been rising continuously. On May 6th, China cotton price index (328 level) rose to 16529 yuan/ton, with an increase of more than 20 1 1 0% since the beginning of the year, setting a new high since 20 1 1. According to industry analysis, the tight cotton supply and the rapid recovery of terminal demand are important factors for the rapid rise of cotton prices in this round. Due to the cold weather in the north of 20 1 1, cotton planting is far less than that in the same period, which will mean that the cotton yield of 20 10~20 1 1 will not increase much. However, the downstream demand of cotton is gradually picking up. Since the first quarter of 20 1 1, the production and export of textile industry have shown a trend of substantial growth, and the sustained recovery of the industry is bound to increase the demand for textile raw materials such as cotton.
With the large-scale start-up of textile enterprises, it is expected that the peak of cotton procurement will be ushered in mid-May. Some insiders believe that cotton enterprises' concerns about supply and demand may lead to cotton hoarding, which is expected to further push the Khmer price in the short term, and Xinsai shares, which are mainly engaged in cotton planting and processing business, will inevitably benefit from it.
As for tomatoes, the planting area of 20 1 1 decreased due to the snowfall and low temperature weather in northern Xinjiang in April. Yuan predicted that the national tomato sauce production may decrease by 20% next season, so the price of tomato sauce is likely to increase at the end of next season (2011September). Since there are still a large number of unsigned stocks in tunhe, the company's profits will benefit from the increase in tomato sauce prices. The profit margin of Ji Xinzhong, also a ketchup manufacturer, is also expected to increase.
Stichopus japonicus: Both Weihai and Dalian began to catch Stichopus japonicus on a large scale, and the firm price of Stichopus japonicus exceeded market expectations. The price of artificial bottom sowing sea cucumber in Zhangzidao is 240 yuan/kg, and it is easy to be a master 170~ 180 yuan/kg. However, some analysts believe that after the start of the fishing season, the price of good sea cucumbers will fall back to around 160/ kg. Yuan said that according to the investigation report of the Fisheries Bureau of the Ministry of Agriculture and the Yellow Sea Research Institute, the once-in-a-century freezing disaster in the Yellow Sea and Bohai Sea not only caused a large-scale reduction in the production of floating raft cultured seafood, but also caused the death of some shrimp ponds, which had a negative impact on the supply of sea cucumbers this year and next. At the same time, aquaculture enterprises and distributors generally reported that the sales of processed sea cucumber products were very good this winter, and even some parts of Beijing and Northeast China were out of stock, resulting in the price of sea cucumber in Dalian not dropping significantly even after the Spring Festival, and the consumption growth momentum of sea cucumber in the two lakes was also very strong. Compared with the output of 300~500 tons in Zhangzidao, the output of sea cucumber in the next two years will reach 1700 ~ 2000 tons, and the price of sea cucumber will rise, which is more profitable for a good owner. According to the statistics of the National Development and Reform Commission, affected by the 20 10 reduction of japonica rice production in northeast China and the drought in southwest China, the purchase price of grain increased greatly in the first quarter, and the price level was much higher than that of the same period last year. In the first quarter of 20 1 10, the purchase prices of rice, wheat and corn in China's main producing areas increased by 8.4% and 10.2% respectively. In the report, the National Development and Reform Commission stressed that with the improvement of the operating conditions of corn deep processing enterprises, it is expected that corn procurement will be more active in the second quarter, which may drive corn prices to rise, while rice and wheat prices will remain stable in the second quarter. In the capital market, because the price of corn is expected to rise by 20 1 1 in the later period, the market has already regarded Denghai Seed Company and Dunhuang Seed Company as the first choice companies under the expectation of inflation of bulk grain prices, and the unexpected growth of Denghai Seed Company in the first quarter has established its leading position in agricultural stocks. For the market outlook, Ding Pin, an analyst at Haitong Securities, believes that Denghai Seed Industry will have a relatively certain high growth in the future, but in the short term, due to the sales characteristics of corn seeds, the profit in the first quarter is often the highest in the whole year, and it is unlikely that the company's profit will surprise again.