国盛证券：四季度政策密集期叠加厄尔尼诺，关注种业板块

格隆汇09-22 08:33

国盛证券研报表示，本周全国农技中心发布了2026-2027年度全国重要农作物种子产供需形势，全国主要农作物种子生产形势总体平稳。目前玉米种子即将进入销售季，四季度政策密集期叠加厄尔尼诺进入高发展期，板块有望进一步催化，四季度重点关注种业板块。

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