The locust wave re-emergence of the main position of the pesticide

Since September 7, the media reported that many people in Henan Mall had died due to locust bites. Since then, Penglai of Shandong Province has also revealed similar news. This incident subsequently triggered the pesticide stock market's pursuit of pesticides. The change of the pesticide shares was considered by the industry to be a rare "magic vision" in the industry, once again embodies the importance of pesticides in pest control, and will play a role in improving the image of the pesticide industry. However, at the same time, the issue has had little impact on the overall development of the pesticide industry this year.

From September 8 to September 10, the pesticide stocks rose against the market, and the three pesticide stocks of Sanonda A, Lier Chemical and Huayang Science and Technology were even stronger than their daily limit, and their gains were all above 20%. Yangnong Chemical and Xinan Stock The recently sluggish pesticide stocks such as China Chemicals, China Star Chemicals and Dacheng Co., Ltd. have also seen large gains.

Some media disclosed that the rise in pesticide stocks was merely a speculative act of hot money. Following the conception of new energy stocks and anti-inflation stocks, the current speculation force in the market is seeking new hot spots for speculation. Therefore, it happened to make use of the locust incident to turn around. Hype related concept stocks. "Chlorpyrifos" was used for speculation because of its special name. The event was released on September 13. The company announced that the company's chlorpyrifos product is mainly targeted at rice fields and fruit tree pests, and the company's chlorpyrifos drug project is still in progress. During the construction, chlorpyrifos preparation products accounted for a small proportion of the company’s total sales revenue (less than 3% in 2009), and the recent outbreak of locust incidents will not have a significant impact on the company’s performance. In addition, the company did not find that the public media recently reported other undisclosed material information that may have or has had a significant impact on the trading price of the company's shares.

Huayang science and technology responsible person believes that the company's pesticides have a certain degree of effect on a variety of insects in the field, for the worm is no exception, but there is no specific drug to kill locusts, the company is also stepping up the test recently Look for products that have a better effect on killing aphids. The person said that it is not yet clear whether the locust incident has an impact on company performance.

Industry insiders believe that before and after this incident shows the public's reliance on insecticides in emergencies. At the same time, the rise of pesticide stocks is merely a conceptual hype. It should not have a significant impact on the performance of listed companies. . Once the relevant department responds to a clear response, the speculation may come to an abrupt end. It cannot be considered that the entire industry has become alive because of the temporary rise of the pesticide concept stocks. In fact, in the production and operation of pesticides in the second half of the year, the tasks of pesticide companies are quite arduous.

News background

The locusts belong to the order Aphididae and Smilaxidae in terms of animal taxonomy. They are temporary parasites on the surface of many species of vertebrates, and they are the vectors and storage hosts of zoonosis. Because it does not belong to insects, only a few research institutes such as Fudan University in China have studied such pests. In the field of plant protection science, they can only search for their prevention and control methods from their close relatives, harmful fleas.

Yuan Huizhu, a researcher at the Institute of Plant Protection of the Chinese Academy of Agricultural Sciences, believes that imidacloprid and other pesticides can kill this insect, and it is no more difficult to control than pests such as cotton bollworm, which is sensitive to many insecticides. Researcher Lei Zhongren also believes that insecticides such as ivermectin and avermectin should have better control effects, but organophosphorus insecticides are not recommended because organic phosphorus insecticides are Stimulate it to multiply.