Deep processing of agricultural products to increase added value, and the Harvest Agriculture ETF is expected to continue benefiting.

Ask AI · How does consumption upgrading drive the transformation of agriculture towards ecological development?

As of the market close on April 2, 2026, the China Securities Large Agriculture Index rose by 0.59%, with constituent stocks Shennong Group up 5.14%, Hainan Group up 4.86%, Muyuan Foods up 3.70%, Lihua Shares up 3.52%, and Jinheshiying up 2.82%.

In terms of news, Guoxin Securities believes that after Salt Lake Co., Ltd. was controlled by China Salt Lake Group, it has become the core platform for building a world-class salt lake industry base. Its potassium and lithium resource development not only supports the new energy strategy but also has an irreplaceable strategic significance for strengthening domestic potash fertilizer capacity and ensuring the supply of agricultural basic production materials. With the commissioning of the 40k-ton lithium salt project and the completion of Minmetals Salt Lake’s acquisition, collaborative development of salt lake resources is expected to further enhance the stable production and supply capacity of essential potash fertilizers for agriculture.

CICC points out that deep processing of agricultural products is an important way to increase the added value of agriculture and stabilize farmers’ income; revenue from health-oriented products represented by organic and low-salt varieties increased by 48.3% year-on-year, reflecting strong downstream consumer demand for high-quality, traceable, green planting raw materials, which will in turn promote upstream planting to upgrade towards standardization, branding, and ecological development.

Data shows that as of March 31, 2026, the top ten weights of the China Securities Large Agriculture Index are Salt Lake Co., Ltd., Hainan Weizhiye, Zangge Mining, Wens Foodstuffs, Yili Group, Muyuan Foods, Dongpeng Beverage, Yuntianhua, Hainan Group, and A-Ka International, with the top ten stocks accounting for a total of 52.23%.

The Agriculture ETF Jiashi ( 516550 ) closely tracks the China Securities Large Agriculture Index. The index components involve soft drinks, agricultural products, food, agrochemicals, forestry products, agricultural machinery, and animal health, providing a convenient tool for one-click deployment of the agriculture sector.

Off-market investors without stock accounts can also invest in the agricultural industry chain through the Agriculture ETF Connect Fund (019279).