Today, the CPC Central Committee and the State Council have made suggestions on the key work of Promoting Rural Revitalization in 2022, that is, the No. 1 central document issued in 2022. This is the No. 1 Central Document No. nineteenth since twenty-first Century guiding the work of agriculture, rural areas and farmers. The document points out that we should firmly adhere to the two bottom lines of ensuring national food security and preventing large-scale return to poverty, highlight annual tasks, targeted measures and effectiveness orientation, give full play to the leadership role of rural grass-roots party organizations, do a solid and orderly job in the key work of rural development, rural construction and rural governance, and promote new progress in Rural Revitalization New steps have been taken in agricultural and rural modernization.
Eight key points of No. 1 central document in 2022
ensure that the sown area of grain is stable and the output remains above 1.3 trillion kg
Stabilize the sown area and output of grain throughout the year. The Chinese people's rice bowl should always be firmly in their own hands. The rice bowl is mainly filled with Chinese grain. We should fully implement the same responsibility of the party and government for food security, and strictly assess the responsibility system for food security, so as to ensure that the sown area of grain is stable and the output is maintained at more than 1.3 trillion kg.
vigorously implement the soybean and oil production capacity improvement project
Vigorously implement the soybean and oil production capacity improvement project. We will increase subsidies for farmland rotation and incentives for large oil producing counties, focus on supporting appropriate regions, key varieties and business service subjects, promote belt 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 underground water overexploitation areas and well irrigated rice areas in cold 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. Support the expansion of Camellia oleifera planting area and the transformation and upgrading of low yield forests.
ensure the supply of "vegetable basket" products and stabilize the long-term support policy for pig production
Ensure the supply of "vegetable basket" products. We will intensify efforts to implement the mayor responsibility system of "vegetable basket". Stabilize the long-term support policies for pig production, stabilize the basic production capacity and prevent the ups and downs of production. Accelerate the expansion of beef, mutton and dairy production, and promote the pilot demonstration of the transformation and upgrading of grassland animal husbandry. Stabilize the area of aquaculture and improve the quality of fishery development. Stabilize the perennial vegetable land ownership in large and medium-sized cities, vigorously promote the construction of vegetable facilities in the north and vegetable transportation bases from the south to the north, and improve the emergency supply capacity of vegetables. Improve the cotton target price policy. Explore the development of sugar cane full cost insurance and planting income insurance. Carry out pilot projects to renovate old natural rubber plantations.
implement the subsidy policy for the purchase and application of agricultural machinery and optimize the payment method of subsidies
Improve the R & D and application level of agricultural machinery and equipment. Comprehensively sort out the weaknesses, strengthen the collaborative research on the engineering of agricultural machinery and equipment, accelerate the R & D and manufacturing of high-power machinery, small machinery for hilly and mountainous areas and facility gardening, and high-end intelligent machinery, which will be included in the national key R & D plan for long-term and stable support. Implement the subsidy policy for the purchase and application of agricultural machinery and optimize the payment method of subsidies. We will improve the performance evaluation mechanism of agricultural machinery, promote the input and output of subsidized machines and tools, optimize machines and subsidies, focus on supporting agricultural machinery such as grain drying, crawler operation, strip compound planting of corn and soybean, rapeseed harvest, and promote large-scale composite intelligent agricultural machinery. Promote the upgrading of emission standards for new agricultural machinery. Carry out the pilot of the integration of R & D, manufacturing, promotion and application of agricultural machinery.
strictly control the processing of fuel ethanol with corn as raw material, and do a good job in the storage and transportation of agricultural materials such as chemical fertilizer
Make overall plans for important Shenzhen Agricultural Products Group Co.Ltd(000061) regulation. Improve the Shenzhen Agricultural Products Group Co.Ltd(000061) whole industry chain monitoring and early warning system, promote the establishment of a unified Shenzhen Agricultural Products Group Co.Ltd(000061) supply and demand information release system, and strengthen regulation and emergency support by classification and variety. We will deepen the reform of the regulatory system and mechanism in the field of grain purchase and sale, carry out special rectification, and strictly punish systematic corruption in accordance with the law. Strengthen the construction of intelligent grain depots, promote the combination of civil air defense and technical defense, and strengthen the dynamic supervision of grain inventories. Strictly control the processing of fuel ethanol with corn as raw material. We will do a good job in the allocation and transportation of production reserves of agricultural materials such as chemical fertilizers, and promote the guarantee of supply and stable price. We will give priority to conservation, implement the action plan for food conservation, further promote the whole chain of production, transportation, storage and consumption, save grain and reduce losses, strengthen food security education, and oppose food waste.
vigorously promote key agricultural core technologies such as seed sources
Vigorously promote key agricultural core technologies such as seed sources. We will fully implement the action plan for the revitalization of the seed industry. We will accelerate the general survey and collection of agricultural germplasm resources and strengthen accurate identification and evaluation. Promote the construction of national major innovation platforms in the field of 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. Strengthen the construction of modern agricultural industrial technology system. Carry out the pilot of subsidy after R & D and promotion of major varieties. 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.
vigorously promote the construction of digital countryside and strengthen the construction of rural information infrastructure
Vigorously promote the construction of digital countryside. Promote Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) development and promote the integrated application of information technology and agricultural machinery and agronomy. Strengthen the training of farmers' digital literacy and skills. Digital technology can empower rural public services and promote Internet plus government services to extend to rural areas. Focus on solving practical problems and expand the application scenarios of agricultural and rural big data. Accelerate the construction of digital village standardization, study and formulate the development evaluation index system, and continue to carry out digital village pilot projects. Strengthen the construction of rural information infrastructure.
steadily increase the proportion of land transfer income used in agriculture and rural areas
Expand investment in Rural Revitalization. We will continue to give priority to agriculture and rural areas in the general public budget, further tilt investment in the central budget to agriculture and rural areas, and consolidate 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. Improve the reserve quality of projects in the field of Rural Revitalization. Strengthen budget performance management and supervision.
agriculture, forestry, animal husbandry and fishery sector rose well
According to the statistics of data treasure, benefiting from the "spring sowing" market of a shares, the trend of agriculture, forestry, animal husbandry and fishery index in February in the past decade only closed down in 2018, and rose in the rest of the time.
After the correction in January 2022, the agriculture, forestry, animal husbandry and fishery sector started before the festival (January 28), with a cumulative increase of 7.04%. Subdivided into industry sub sectors, all sub sectors recorded gains. Among them, pig breeding led the rise, with a range of 10.36%; Other planting, fruit and vegetable processing and seeds followed, with an increase of about 9%.
China Merchants Securities Co.Ltd(600999) said that it is optimistic that the gap between foreign production and demand will continue to expand, and the boom of seed industry will continue to improve due to the rise of grain prices due to the limited cultivated land resources in China.
According to the statistics of data treasure, 8 seed stocks have risen sharply since January 28, with an average increase of 11.27%. From the perspective of institutional attention, Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Shandong Denghai Seeds Co.Ltd(002041) , Winall Hi-Tech Seed Co.Ltd(300087) and other three 10 billion market capitalization stocks were rated by 15, 12 and 3 institutions respectively, and the institutions believe that the three listed companies have 39.02%, 9.5% and 41.73% room for rise respectively.
In terms of performance, based on the express data / upper limit of pre increase, Hefei Fengle Seed Co.Ltd(000713) and Shandong Denghai Seeds Co.Ltd(002041) are expected to double the net profit in 2021. Both companies mentioned the promotion of the large increase of seed business income on the profitability of the company in the description of performance changes. Gansu Dunhuang Seed Group Co.Ltd(600354) it is estimated that the net profit decreased by 59% year-on-year, and the revenue of the company's seed business also increased last year. The pre loss of performance is mainly affected by non recurring profits and losses.
According to the statistics of data treasure, among the stocks in the agriculture, forestry, animal husbandry and fishery industry with high growth performance, the performance of 10 stocks is expected to double, of which Shanghai Hile Bio-Technology Co.Ltd(603718) , Pengdu Agriculture & Animal Husbandry Co.Ltd(002505) , Baolingbao Biology Co.Ltd(002286) , Hefei Fengle Seed Co.Ltd(000713) 4 stocks have a net profit increase of more than 200%. It is worth noting that among the pig breeding sector led by the recent rise, only Leshan Giantstar Farming&Husbandry Corporation Limited(603477) one share of the performance pre increase, and the net profits of other companies decreased by more than 60% year-on-year. Citic Securities Company Limited(600030) said that the pig market after the festival has entered the traditional consumption off-season. The national development and Reform Commission recently said that it would start the collection and storage of pork according to the situation, and it is expected that the pig price may stabilize at the bottom. The worst performance point of each company has passed, and breeding stocks are facing emotional and performance repair.
