Since twenty-first Century, the No. 1 Central Document No. nineteenth guiding the work of agriculture, rural areas and farmers has been authorized by Xinhua News Agency on 22.
The document entitled “opinions of the CPC Central Committee and the State Council on doing a good job in the key work of comprehensively promoting rural revitalization in 2022” is divided into eight parts, including:
make every effort to do a good job in grain production and important Shenzhen Agricultural Products Group Co.Ltd(000061) supply, strengthen the basic support of modern agriculture, firmly hold the bottom line of not returning to poverty on a large scale, focus on industries to promote rural development, solidly and steadily promote rural construction, highlight practical results, improve rural governance, strengthen policy guarantee and institutional innovation, and uphold and strengthen the party’s overall leadership over the work of “agriculture, rural areas and farmers”.
What are the policy highlights of this heavyweight document? What investment opportunities are there? Focus and read!
Key words 1: food security
make every effort to do a good job in grain production and important Shenzhen Agricultural Products Group Co.Ltd(000061) supply
No. 1 central document put forward the following measures: grain production and important Shenzhen Agricultural Products Group Co.Ltd(000061) supply. stabilize the sown area and yield of grain throughout the year. The Chinese people’s rice bowl should be firmly in their own hands at all times to ensure that the sown area of grain is stable and the output remains above 1.3 trillion kg.
In recent years, food security has attracted much attention. The relevant person in charge of the Ministry of agriculture and rural areas has repeatedly stressed that China’s food security is fully guaranteed.
According to the data of the National Bureau of statistics, since 2015, China’s grain output has remained above 1.3 trillion Jin for seven consecutive years, ensuring the basic supply of the grain market. In addition, the inventory is sufficient and the family background is thick. The proportion of wheat and rice in the total inventory exceeds 70%. The wheat inventory can meet the consumption demand of one and a half years.
No. 1 central document put forward the plan to vigorously implement soybean and oil production capacity upgrading projects. increase subsidies for cultivated land rotation and incentives for large oil producing counties, focus on supporting appropriate regions, key varieties and business service subjects, promote strip composite planting of corn and soybean in the Huang Huai Hai, northwest and southwest regions, carry out grain and bean rotation in the northeast region, and promote the pilot of water to drought and rice to beans in some groundwater overexploitation areas and cold well irrigation rice areas in Heilongjiang Province, Develop winter fallow fields and expand rape planting in the Yangtze River Basin. Carry out demonstration of soybean planting in saline alkali land.
Tian Yaxiong, chief analyst of China Securities Co.Ltd(601066) futures Shenzhen Agricultural Products Group Co.Ltd(000061) , told the Shanghai Securities News that China’s total output is optimistic, but there are still contradictions in the structure. For example, a large number of oils and fats depend on imports. Therefore, on the one hand, we should ensure that the oil planting area will not be reduced, on the other hand, new planting technologies such as breeding need to be developed urgently. In addition, it can play the role of peanut and other mainstream advantageous crops in China and improve the output of peanut oil.
No. 1 central document put forward a long-term policy to stabilize pig production, stabilize the capacity of the basic production and prevent the production change radically.
At present, China’s pig breeding industry is at the bottom of the most complex “pig cycle”. As of February 22, the average price of pigs across the country had fallen to around 12 yuan / kg, significantly below the breeding cost.
Tian Yaxiong said that during the current round of pig overcapacity, it is expected that the time of the greatest pressure on pig marketing is likely to overlap with the trough of demand. How to resolve the irrational de productivity in the industrial trough will become the main driving point of the policy.
He predicted that the price support policy will be the main policy starting point. Relying on the price comparison index of pig grain and the stock of fertile sows, the regulators identify risks and collect and store when the price falls excessively, so as to stabilize production expectations and achieve effective “supporting the market” and stabilizing production capacity.
Key words 2: seed industry revitalization
vigorously promote key agricultural core technologies such as seed sources
No. 1 central document proposes vigorously promoting key agricultural core technologies such as provenance. We will fully implement the action plan for the revitalization of the seed industry. start major projects of agricultural biological breeding. We will accelerate the implementation of key agricultural core technology research projects, implement systems such as “showing leadership” and “ministry provincial linkage”, and carry out pilot long-term R & D projects. We will implement the seed law, implement the system of substantive derived varieties, strengthen the protection of intellectual property rights in the seed industry, and severely crack down on illegal and criminal acts such as trademark infringement in accordance with the law.
Yang Jianwen, a senior expert of the national high-end think tank of the Shanghai Academy of Social Sciences, told the Shanghai Securities News that the seed source problem and the development of the seed industry are related to the overall situation and fundamental. No. 1 central document also emphasized the importance of the technology of seed source in the end of last year, when the central economic work conference mentioned the “deep implementation of the seed industry revitalization action” and “the Chinese rice bowl must be firmly held in its own hands”. This central document also emphasized the importance of the technology of seed source in the way of “key” and “core”. The two major words were superimposed on the Central Committee.
In recent years, the policies focusing on seeds have been issued continuously, and the policy direction of fully developing the seed industry is obvious, such as the acceleration of the issuance of crop genetically modified safety certificate, the proposal of the action plan for the revitalization of the seed industry, the completion of the revision of the new seed law, and the coming into force The contents of four regulations, including the administrative measures for the safety evaluation of agricultural genetically modified organisms, the examination and Approval Measures for major crop varieties, the administrative measures for the production and operation license of crop seeds, and the provisions on the naming of agricultural plant varieties, have been expanded to the scope of genetically modified organisms.
Last year, the Ministry of agriculture and rural areas studied and formulated the action plan for the revitalization of the seed industry, and put forward a package of arrangements such as key tasks and safeguard measures for the revitalization of the seed industry, which provided a road map and mission statement for fighting a turnaround in the seed industry and promoting China’s transformation from a large seed industry to a powerful seed industry.
Huaxi Securities Co.Ltd(002926) believes that the No. 1 central document continues to emphasize the seed industry’s expectations for improving fundamentals in the policy climate. The seed industry related listed companies will have an important policy window period.
keyword 3: preventing poverty return
firmly hold the bottom line of no large-scale return to poverty
No. 1 central document pointed out that we should firmly defend the bottom line of scale poverty reduction and promote the continued increase in the population of poverty alleviation. promote poverty alleviation areas to rely more on development to consolidate and expand the achievements of poverty alleviation and make the lives of the people out of poverty higher.
Among the specific measures, the document requires to consolidate and improve the characteristic industries in poverty-stricken areas, improve the mechanism of linking agriculture with agriculture, and improve the family operating income of poverty-stricken people.
Yang Jianwen, a senior expert in the national high end think tank of Shanghai Academy of Social Sciences, told the Shanghai Securities Daily that the revitalization of the countryside and the prevention of poverty were organically combined. No. 1 central document has been put forward last year and some experience has also been gained. This is a great initiative in China’s practice. The key word is “development”. Through development, we can consolidate and expand the achievements of poverty alleviation.
“To solve the problem of rural poverty, we can not rely on relief alone, not just emergency response, but pay attention to the long-term mechanism and make overall arrangements. In the short term, we can ensure that there is no large-scale return to poverty, and in the long term, we can create conditions to continuously improve the lives of farmers, so as to gradually embark on the road of common prosperity.” Yang Jianwen said.
In terms of financial support, the No. 1 central document proposes that the central government should gradually increase the convergence of the central fiscal system to promote the proportion of Rural Revitalization subsidy funds for industrial development, and focus on supporting industries to fill in the short board of technology, facilities and marketing, and strengthen the leading role of the leading industry, so as to promote the upgrading of industrial upgrading.
If the conditions are met, the proportion of labor compensation can be increased.
Liu Huanxin, Secretary of the Party group and director of the National Bureau of rural revitalization, recently said that the proportion of central government bridging funds for industries should be further increased. On the basis of reaching 50% in 2021, we will strive to increase by 5 percentage points to 55% in 2022. All localities should develop labor-intensive industries according to local conditions, and support the development of leading enterprises and cooperatives that promote the employment of people out of poverty.
Key words 4: rural infrastructure
carry out rural infrastructure construction in key areas and vigorously promote the construction of digital countryside
This year No. 1 central document has many plans for rural construction, involving five years of rural settlements improvement, rural infrastructure construction in key areas, and digital village construction.
No. 1 central document mentioned that the implementation of rural residential environment improvement has been promoted for five years. measures include: starting from the actual needs of farmers, promoting the transformation of rural toilets, promoting water flushing sanitary toilets where conditions permit, and making overall arrangements for water supply guarantee and sewage treatment.
In 2018, the central government issued the three-year action plan for the improvement of rural human settlements. Zhu Xinkai, vice president of Renmin University of China and Dean of the school of environment, believes that from “three-year action” to “five-year action” and from “remediation” to “remediation and improvement”, it fully demonstrates the strategic determination and strong determination of the Party Central Committee and the State Council to continuously improve the rural living environment, and actively responds to the ardent expectations of the broad masses of farmers for building a beautiful countryside and living a high-quality life.
No. 1 central document clearly stated that rural infrastructure development in key areas should be carried out steadily. for example, orderly promote the connection of class III and above roads in villages and towns, hardened roads in natural villages (groups) with large population, and implement life safety protection projects and dangerous bridge reconstruction of rural roads.
Yang Xiaoyi, senior researcher of Beijing Mingshu Data Technology Co., Ltd., told the Shanghai Securities News that at the moment of increasing China’s economic cycle and further bridging the gap between urban and rural development, the future infrastructure market is about to sink again, especially under the background of government investment emphasizing “effectiveness”, rural investment can drive the demand and development The efficiency of promoting consumption and industrial revitalization in rural areas is considerable.
“It can be predicted that the investment in rural infrastructure and public services will increase by an order of magnitude in the next five years. The infrastructure standards for rural areas will also be significantly improved. We will not only pay attention to the bottom guarantee, but also pay attention to the overall driving effect of investment on rural areas.” Yang Xiaoyi thinks.
No. 1 central document also mentioned that we should vigorously promote the construction of digital villages. for example, promote the development of Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) and promote the integrated application of information technology and agricultural machinery and Agronomy; Strengthen the construction of rural information infrastructure.
Zhang Xueliang, executive director of the Yangtze River Delta and Yangtze River Economic Belt Development Institute, told reporters at Shanghai securities news that the high quality life in rural areas emphasized the digital technology to empower the rural public services and promoted the “Internet plus government services” to extend to the countryside. “Zhang Xueliang,” It also focuses on promoting the transformation of the supply of basic public services from focusing on the coverage of institutional administrative areas to the service coverage of permanent residents.
No. 1 central document pointed out that the investment in Rural Revitalization will be expanded. continue to take agriculture and rural areas as the priority guarantee area of the general public budget, further tilt the investment in the central budget to agriculture and rural areas, and compact the investment responsibility of local governments. Strengthen assessment and supervision, and steadily increase the proportion of land transfer income used in agriculture and rural areas. Support local governments to issue government bonds for qualified Rural Revitalization public welfare projects.
“This means that in the context of the continuous development of special bonds, the proportion of bond funds used in rural areas will also continue to increase for more long-term and public welfare rural infrastructure investment.” Yang Xiaoyi said
