Grain ETF surges with 3 consecutive gains, focusing on seeds + planting + pesticides and fertilizers main line, attracting over 700 million yuan in the past 10 days

GateUser-bd883c58 · 2026-03-15T16:50:51+00:00

Shipping disruptions in the Strait of Hormuz impact global agricultural supply chains, creating significant upside potential for the grain sector. The main investment thesis focuses on three key areas: seeds, planting, and fertilizers/pesticides. The Agricultural ETF rose 0.41%, with strong performance from constituent stocks in the China Securities Grain Industry Index, with the top 10 heavyweights accounting for nearly 51% of the weighting.

GateUser-bd883c58

2026-03-15 16:50:51

Abstract generation in progress

In the news, the blockage of shipping through the Strait of Hormuz is impacting the global agricultural supply chain. Institutions point out that the grain sector has significant upside potential, with clear expectations based on three main logical lines:

Seed main line: If corn prices stay high, it will directly increase farmers’ planting income, boost seed purchasing intentions, and benefit the promotion of genetically modified seeds.
Planting main line: Rising grain prices directly benefit planting-related companies, such as Beidahuang, which owns the largest land area in the country, and Suken, involved in wheat cultivation.
Fertilizer and pesticide main line: Rising oil prices directly push up the prices of fertilizers and pesticides, with spring plowing season starting, leading to strong demand and insufficient inventories.

As of 13:03 on March 13, 2026, the Guozheng Grain Industry Index (399365) increased by 0.61%. Components include China Tower (+7.27%), COFCO Technology (+5.91%), Chuanheng Co., Ltd. (+5.06%), Goldfish (+5.01%), and Salt Lake Shares (+4.97%). The Grain ETF (159698) rose by 0.41%, marking its third consecutive increase. The latest price is 1.21 yuan.

The Grain ETF closely tracks the Guozheng Grain Industry Index, which reflects the stock price changes of listed companies related to the grain industry on the Shanghai and Shenzhen North exchanges.

Data shows that as of February 27, 2026, the top ten weighted stocks in the Guozheng Grain Industry Index (399365) are Dabeinong, Longping High-Tech, Beidahuang, Shennong Seed Industry, Salt Lake Shares, Quanyin High-Tech, Yasheng Group, Yuntianhua, Nongfa Seed Industry, and Cangge Mining, collectively accounting for 50.93% of the total weight.

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