On February 23, the State Council Information Office held a press conference on the key work of comprehensively promoting rural revitalization in 2022. Nine questions were answered at the press conference. The contents include food security, work deployment of rural revitalization, holding the bottom line of no large-scale return to poverty, cultivated land construction and protection, promoting rural industry, stabilizing grain production and supply, rural construction, rural governance, soybean and oil production, etc.
Prior to that, Xinhua was authorized to issue the No. 1 central document in 2022 guiding the work of agriculture, rural areas and farmers.
The release of No. 1 central document has brought investment boom to the capital market. Today, the agricultural sector is active, and a number of securities companies released research reports to discuss investment opportunities.
As of the closing of a shares, digital village, agricultural machinery and Rural Revitalization sectors were among the top gainers, Hengfeng Information Technology Co.Ltd(300605) , Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) , Hubei Forbon Technology Co.Ltd(300387) , Guangxi Radio And Television Information Network Corporation Limited(600936) , Zjamp Group Co.Ltd(002758) , Guizhou Bc&Tv Information Network Co.Ltd(600996) and other stocks rose by the limit.
seed industry revitalization
Galaxy Securities said that the No. 1 document proposed to promote the construction of national major innovation platforms in the field of seed industry, accelerate the implementation of key agricultural core technology research projects, and implement the systems of “showing leadership” and “ministry provincial linkage”, indicating that the central government has determined the strategy of jointly promoting the construction of seed breeding bases at the national and provincial levels, so as to accelerate the improvement of China’s seed industry technology.
China International Capital Corporation Limited(601995) believes that China’s seed production industry has ushered in changes and is gradually adjusting and strengthening in many aspects, including strengthening the protection and utilization of seed sources, strengthening innovative protection, and promoting the development of biological breeding technology. Agriculture, especially seed production industry, will benefit from this, driving the improvement of investment sentiment.
Chuancai Securities said that China is a large country of agricultural production and seed use, and the crop seed industry is a national strategic and basic core industry.
Rural Revitalization infrastructure chain
“Rural areas should be revitalized and infrastructure should be first.” According to the research report released by Chuancai securities, firstly, electricity, tap water and roads are the most basic guarantee of quality of life. Secondly, sanitation facilities, public infrastructure, waste and sewage treatment, including communication services and other supporting facilities also need to keep up.
Minsheng Securities said that the infrastructure construction of Rural Revitalization mainly includes the construction of smooth roads, water conservancy projects (farmland water conservancy, human and livestock drinking water and water supply), power grid and broadband network; Construction of rural cold chain logistics system, pollution control and solid waste treatment in “eco livable”.
Recently, the State Council issued the “14th five year plan” to promote agricultural and rural modernization, which proposed that the popularization rate of sanitary toilets should reach 68%; Villages, towns and organic villages that meet the conditions have access to hardened roads and buses to achieve full coverage; Infrastructure such as water supply and power supply and communication network have been significantly improved.
Earlier, investors asked Huida Sanitary Ware Co.Ltd(603385) about the construction of rural toilets, and the company said it would actively respond to the call of national policies and strive to expand relevant businesses.
Jinan Shengquan Group Share Holding Co.Ltd(605589) said that the company insisted on the transformation and utilization of high value-added biomass, turned rural solid waste into treasure, actively explored ways to revitalize rural industries, and accelerated the integration and high-quality development of Rural three industries.
stabilize pig prices
Galaxy Securities believes that article 3 of Document No. 1 puts forward “long-term support policies for stabilizing pig production, stabilizing basic production capacity and preventing ups and downs”. In 2021, the pig breeding industry was oversupplied, and the pork price fell by 70%; The industry has sustained losses for five months, and the production capacity has been gradually eliminated. The long-term support policy for pig production shows that to a certain extent, the government will use administrative means to regulate pig supply in order to stabilize pig prices.
Hithink Royalflush Information Network Co.Ltd(300033) data showed that within one month after the No. 1 central document was issued from 2017 to 2021, the pork sector rose by 5.01%, -1.48%, 34.66%, 33.24% and -7.84% respectively, and the average monthly gain was 12.72% in 5 years, which significantly outperformed the Shanghai Composite Index (1.95% in the 5 months).
digital village construction
Minsheng Securities pointed out that according to this policy, the construction of digital countryside in the future will focus on infrastructure, industrial digitization, governance and public service informatization. “One network office” represents the sinking of government informatization from city to district and county, bringing a large incremental market; People’s livelihood digitalization and new infrastructure have great prospects.
Chuancai Securities said that it will promote the digital transformation of traditional agricultural production, operation and transaction through the revitalization and empowerment of digital economy and rural areas.
agricultural mechanization
Chuancai Securities believes that agricultural mechanization promotes the development of agricultural and rural productivity and changes the mode of agricultural production. In order to accelerate the modernization of agriculture and rural areas, agricultural mechanization is essential.
According to the national agricultural mechanization development plan of the 14th five year plan, by 2025, the total power of agricultural machinery in China will be stable at about 1.1 billion kw, the configuration structure of agricultural machinery will become more reasonable, and the operating conditions of agricultural machinery will be significantly improved.
No. 1 central document issued in 2022! Vigorously promote the construction of digital countryside and fully implement the action plan for the revitalization of seed industry
Heavy! No. 1 central document issued: vigorously implement soybean and oil production capacity upgrading project
A picture to read! Key points of No. 1 central document in 2022
Issue 1: compare what the No. 1 central document has appeared for the first time in the past five years.
No. 1 central document has come to promote the construction of digital village. What stocks are being mentioned to benefit from it?
