The Ministry of agriculture and rural areas issued the work plan for the supervision of agricultural genetically modified organisms in 2022, which mentioned strengthening the supervision of seed production and operation. Strengthen the investigation of seed production bases and suspected seed production fields, carry out timely detection before and at the seedling stage, check early and small, and prevent illegal genetically modified seeds from falling into the ground. Strengthen the sampling inspection of genetically modified components in seed processing and operation, severely punish illegal processing and operation according to law, and prevent illegal genetically modified seeds from flowing into the market. Improve the management of genetically modified soybean, corn, cotton and other varieties, and unblock the channel of industrial application. Strictly prevent genetically modified varieties from passing off as non genetically modified varieties for examination and approval, and those who have not obtained the safety certificate for the production and application of genetically modified organisms shall not be subject to regional test and variety examination and approval.
Previously, on December 24, 2021, the Standing Committee of the National People’s Congress adopted the amendment of the seed law, which will be implemented from March 1, 2022. Minsheng Securities pointed out that the revision and implementation of the seed law will further strengthen the protection of germplasm resources from the perspective of law, which will significantly improve the innovation accumulation of seed companies in the future, so as to better protect the new transgenic varieties that will be implemented in the future. Continue to pay attention to high-quality seed enterprises with leading scientific research strength and GM first mover advantage. In the future, they will fully benefit from the double dividends of “cycle” and “growth”, and the market share is expected to be further improved.
Tianfeng Securities Co.Ltd(601162) believes that only through “institutional change” + “technological change” can the scattered seed industry accelerate its development and benefit the leading enterprises, so as to maintain the driving force of R & D and improve the breeding level. The new seed law is a clarion call for the reform of seed industry system. The seed industry approval standards, approval methods and judicial procedures are carried out under the tone of “protecting seed industry innovation” of the new seed law. Companies that attach importance to R & D investment and have strong innovation ability, especially those with rich reserves of transgenic technology, are expected to gain a greater market share.
Beijing Dabeinong Technology Group Co.Ltd(002385) ( Beijing Dabeinong Technology Group Co.Ltd(002385) ) in terms of maize trait products, the first generation of transgenic insect resistant and herbicide tolerant maize product dbn9936 obtained the safety certificate of agricultural genetically modified organisms in northern spring maize area (nongji’an Zheng Zi (2019) No. 291) on January 21, 2020. On July 15, 2020, the company’s dbn9858 maize variety obtained the safety certificate of agricultural genetically modified organisms (production and application) (nongji’an Zheng Zi (2020) No. 195) in northern spring maize area. On January 11, 2021, dbn9936 and dbn9858 obtained the safety certificate (production application) of Huanghuai Haixia corn area, southwest corn area, northwest corn area and southern corn area.
Hefei Fengle Seed Co.Ltd(000713) ( Hefei Fengle Seed Co.Ltd(000713) ) the seed industry of the company has carried out the research and large-scale application of new technologies such as molecular assisted breeding, developed and verified the molecular markers of rice blast resistance, rice planthopper, amylose gene, ideal plant type gene, aroma gene, photo thermo sensitive genic male sterile gene and Maize rust resistance gene, Some markers have established a large-scale detection technology system and have been applied in practice; Master and apply the breeding technology of Maize Haploid induction line and DH line; Haploid breeding in rice flower culture has entered the stage of large-scale application. The company is at the leading level in China in the utilization of tropical maize germplasm resources and breakthrough variety breeding, indica japonica molecular design breeding and seed production technology research and development of rice.
Yuan Longping High-Tech Agriculture Co.Ltd(000998) ( Yuan Longping High-Tech Agriculture Co.Ltd(000998) ) company’s perfect commercial rice breeding system covers both Chinese and international markets. China’s rice R & D takes Hunan as the innovation center, relying on Yuan Longping High-Tech Agriculture Co.Ltd(000998) Seed Industry Research Institute and regional breeding stations, covering the upper reaches of the Yangtze River, the middle and lower reaches of the Yangtze River, South China and the Huang Huai rice region; One belt, one road, is the International Rice Research and development center. Hainan is a window to radiation rice planting countries along Philippines, Indonesia, Bangladesh, Vietnam and Pakistan. Taking Nanjing Southern Japonica Rice Research Institute as the base to tackle the southern japonica rice region, it has entered the stage of steady output of R & D achievements.
