Agricultural industry: focus on Rural Revitalization and grasp the seed industry and pigs

Introduction to this report:

Seed industry: policy setting, full implementation of seed industry revitalization, further refinement of seed industry R & D and supervision, continuous improvement of industry pattern, and full benefits to leading companies with rich technical reserves; Pig: stabilize the basic production capacity and grasp the opportunities of leading companies.

Summary:

Event: the CPC Central Committee and the State Council issued the opinions on comprehensively promoting the key work of Rural Revitalization in 2022, which is the 19th document guiding the work of "agriculture, rural areas and farmers" since the new century.

Seed industry: fully implement the action plan for the revitalization of seed industry and further refine the R & D and supervision of seed industry; 1) In terms of policy setting: fully implement the revitalization of seed industry and implement the seed law; 2) In terms of research and development: "promote the construction of national major innovation platforms in the field of seed industry and start major projects of agricultural biological breeding", transgenic and other biological breeding is expected to be further promoted; 3) In terms of Supervision: "implement the substantive derivative variety system, strengthen the intellectual property protection of the seed industry, and severely crack down on illegal and criminal acts such as license infringement according to law." the document attaches great importance to the intellectual property rights of the seed industry and strengthens the law enforcement of the seed industry, which is expected to further standardize the industry ecology, continuously improve the industry pattern, and fully benefit the leading companies with rich technical reserves.

Agriculture and animal husbandry: 1) Shenzhen Agricultural Products Group Co.Ltd(000061) : further guarantee the safety of staple food, and the contradiction between corn supply and demand appears; The document proposes to ensure that the sown area of grain is stable, the output remains above 1.3 trillion kg, and strictly abide by the red line of 1.8 billion mu of cultivated land; In terms of staple food, "appropriately raise the minimum purchase price of rice and wheat in 2022, actively deal with the adverse effects of late sowing of wheat", solve the problem of weak wheat seedlings, stabilize the rice subsidy policy, and further ensure the safety of staple food; In terms of corn and soybean: "stabilize the subsidies for corn and soybean producers, and strictly control the fuel ethanol processing with corn as raw material." the contradiction between corn supply and demand is prominent. 2) Breeding: stabilize the long-term support policies for pig production, stabilize the basic production capacity and prevent the ups and downs of production.

Investment suggestion: recommend pig breeding sectors: Muyuan Foods Co.Ltd(002714) , Wens Foodstuff Group Co.Ltd(300498) , New Hope Liuhe Co.Ltd(000876) , Tecon Biology Co.Ltd(002100) , Tech-Bank Food Co.Ltd(002124) , Jiangxi Zhengbang Technology Co.Ltd(002157) , Beijing Dabeinong Technology Group Co.Ltd(002385) and benefit targets: Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Tangrenshen Group Co.Ltd(002567) . Recommended planting chain corn seed industry targets: Beijing Dabeinong Technology Group Co.Ltd(002385) , Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Winall Hi-Tech Seed Co.Ltd(300087) , Shenzhen Agricultural Products Group Co.Ltd(000061) high, recommended target Cofco Sugar Holding Co.Ltd(600737) , benefited target Jiangsu Provincial Agricultural Reclamation And Development Co.Ltd(601952) . Three faucets Muyuan Foods Co.Ltd(002714) , Guangdong Haid Group Co.Limited(002311) , Fujian Sunner Development Co.Ltd(002299) are recommended.

Risk tips: policy implementation is not as expected, natural disaster events and epidemic risks, food safety event risks, Shenzhen Agricultural Products Group Co.Ltd(000061) price fluctuations

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