The south has experienced continuous heavy rainfall in recent days, while the north has continued to experience extremely hot weather.

  The Ministry of Water Resources issued a flood report on the 21st. The No. 2 flood in the Beijiang River in the Pearl River Basin this year will develop into a catastrophic flood. The Pearl River Flood Control and Drought Relief Headquarters upgraded the flood control level II emergency response to level I at 22:00 on the 21st. At present, Shaoguan City, Qingyuan City, Guangdong Province The city was severely damaged.

  On June 23, the Central Meteorological Observatory continued to issue a high temperature yellow warning: It is expected that during the day on June 23, the highest temperature in parts of southern Hebei, northwestern Henan, southern Shanxi, and Shaanxi Guanzhong will be 37°C to 40°C, and the local temperature will reach 40°C. above.

  What is the impact of floods on agricultural production?

  So far, listed companies have responded to whether they have been affected by the recent floods.

  Wen's shares said on the interactive platform that currently only a small part of the region has been affected, but the overall impact is not large, there has been no major loss, and the overall is within the controllable range.

  Li Wenjie of Caida Securities told Yicai that a bumper summer grain harvest is basically a foregone conclusion, and for agricultural enterprises, at least at this stage, the impact is not particularly large.

If there is a particularly severe disaster, it may have a small impact on the harvesting of summer grains in some parts of the Pearl River Basin.

  Sinolink Securities believes that the flood disaster has no obvious impact on the overall crop yield and price, but has a significant impact on local areas.

From a national level, the impact of grain output and yield per unit area is less obvious in flood years, while from a regional perspective, grain output and unit yield fluctuate more significantly in flood years.

  Guojin Securities further pointed out that, after reviewing the data of the past 30 years, the impact of flood disasters on grain prices is not obvious, mainly depending on the degree of production reduction. Continuously encountering severe flood disasters will cause serious grain production reductions, which will have an impact on grain prices.

  How does hot weather affect agricultural production?

  A number of listed companies responded to whether they were affected by the recent high temperature weather.

  The leader of the agricultural sector, Muyuan Co., Ltd., responded to Yicai that the southern flood and the northern drought have not had a significant impact on the company's business and live pig prices.

The price of live pigs is determined by the relationship between supply and demand in the market.

As for whether the weather effect will increase the price, it remains to be seen, it is not easy to judge.

  *ST Huaying told Yicai that no significant climate disasters have occurred in the area where the company is located, and the company has prepared emergency plans for extreme weather.

  In addition, Sanyuan Bio said on the interactive platform that the recent high temperature weather did not affect the company's production.

  Guangzhou Futures said that the current heavy rainfall and high temperature in some areas have relatively limited impact on summer crops, but it will be detrimental to the growth of spring and summer crops in some areas.

In the short term, the growth of summer crops such as rice and corn may be affected.

Although compared with previous years, there have been periods of high temperature and continuous rainfall in some areas this year, which have not yet reached the characteristics of persistent anomalies, but it is still necessary to be alert to the occurrence of subsequent extreme weather events.

  As for the impact of extreme weather on other sectors, Caida Securities Li Wenjie pointed out that water conservancy is being vigorously developed this year, including new urban infrastructure. It is also mentioned that the water conservancy construction on rural fields will bring a lot of investment and construction progress, which will lead to companies in related sectors. to a significant performance improvement.