Event:
The national two sessions in 2022 will be held in Beijing from March 4 to March 5, 2022. As a basic industry for China's development, agriculture is usually strategically deployed on key issues of agriculture in the two sessions. It is expected that the issue of "agriculture, rural areas and farmers" will remain one of the important topics in the two sessions in 2022.
Comments:
"Three rural" issues have always been the top priority of national work. The issue of "agriculture, rural areas and farmers" has always been the top priority of national work. In recent years, the two sessions have made a series of instructions on the issue of "agriculture, rural areas and farmers". As the opening year of the 14th five year plan, 2021 is an important historical node in China's new journey of building a socialist modern country in an all-round way. In the two sessions in 2021, the state stressed the need to accurately grasp the deployment arrangements of the two sessions for the work of agriculture, rural areas and farmers, and resolutely complete a series of goals and tasks proposed in the government work report to ensure safety and keep the bottom line. At the same time, we should formulate the plan for promoting agricultural and rural modernization and relevant supporting plans during the 14th five year plan, earnestly pay attention to agricultural production in spring, and solidly promote the inspection and rectification of the central government. Combined with the actual situation of China's agriculture, it is expected that the issue of "agriculture, rural areas and farmers" will still be one of the important topics in the two sessions in 2022. The work of stabilizing the basic situation of agriculture, adhering to the principle of no large-scale return to poverty and implementing cultivated land protection are expected to be further implemented in the two sessions.
The two sessions focused on the development of China's seed industry. Seeds are the foundation of agricultural modernization. Under the influence of the repeated covid-19 epidemic and the uncertainty of the international environment, it is very important to ensure the national food supply. No. 1 central document in 2022 is expected to be increased in 2022. The NPC and CPPCC will continue to increase agricultural input and ensure food supply, ensuring that the area of grain sown is stable and the output is maintained at more than 1 trillion and 300 billion jin. At the same time, we will implement the soybean and oil production capacity improvement project, improve our own grain supply capacity, appropriately increase the minimum purchase price of rice and wheat, stabilize the subsidy policies for corn and soybean producers and rice subsidies, and effectively ensure the income of farmers from grain planting. Based on the guarantee of China's grain supply, it is expected that the two sessions in 2022 will emphasize increasing the R & D capacity of the seed industry and vigorously promote the tackling of key agricultural core technologies such as seed sources, so as to effectively improve the comprehensive competitiveness of China's grain industry chain.
Aquaculture sector is the focus of the two sessions. At the two sessions in 2021, some delegates and members put forward a series of suggestions for the livestock and poultry breeding sector. These include the introduction of subsidy policies after the R & D and promotion of "China pig breeding" major projects as soon as possible, suggestions to continue to support the moderate breeding of small and medium-sized retail investors with families as the core, and promote the development of seed industry companies in the direction of integration of breeding, breeding and promotion. This year's No. 1 document also proposed to ensure the supply of "vegetable basket" products, stabilize the long-term support policy for pig production, stabilize the basic production capacity and prevent the ups and downs of production. It is expected that the two sessions in 2022 will put forward relevant policy guidelines according to the actual situation of China's aquaculture industry, so as to promote the healthy development of China's aquaculture sector.
Rural Revitalization may become one of the topics of concern of the two sessions. In 2022, the No. 1 central document put the Rural Revitalization in an important position, and indicated that it promoted the rural development by promoting the integration and development of the 123 industries and developing the county's rich industry. At the same time, in order to realize rural revitalization, it is suggested to actively and steadily promote rural construction and rural governance, expand investment in Rural Revitalization and strengthen financial services for rural revitalization, so as to promote the stable and healthy development of rural areas in China. It is expected that in the two sessions in 2022, Rural Revitalization may become one of the topics of concern of the two sessions, and representatives and members will put forward constructive suggestions for comprehensively promoting China's Rural Revitalization.
Investment strategy: as a basic industry for China's development, agriculture has made strategic deployment on key issues of agriculture at the two sessions over the years. It is expected that in the two sessions in 2022, the issues of "agriculture, rural areas and farmers" will be focused again. At the same time, the two sessions are expected to actively discuss and provide certain strategic deployment according to the situation of China's seed industry and breeding sector. It is suggested to focus on leading enterprises such as seed industry and breeding.
Risk tips: policy implementation is not as expected, natural disasters, large-scale epidemic outbreaks, etc.
