According to China Central Television Network, the relevant person in charge of the national development and Reform Commission said on December 8 that to promote agricultural and rural modernization during the 14th Five Year Plan period, efforts will be made to implement the requirements of building a new development pattern in five aspects. First, deepen the structural reform of the agricultural supply side, promote the overall planning of grain, economy and feeding, and the coordination of agriculture, forestry, animal husbandry and fishery, optimize the structure of grain varieties, and promote the green transformation of agriculture. Second, strengthen the support of modern agricultural science and technology, deeply promote agricultural science and technology innovation, strengthen the protection and utilization of germplasm resources and the construction of seed bank, and improve the agricultural science and technology innovation system. Third, unblock the two-way circulation channels in rural areas, improve the county and rural three-level logistics distribution system, transform and improve the rural delivery logistics infrastructure, and strengthen the construction of rural market. Fourth, promote the upgrading of rural residents’ consumption echelon, take multiple measures to increase farmers’ income, implement rural consumption promotion actions, and vigorously implement rural construction actions. Fifth, promote the high-level opening-up of agriculture, implement the Shenzhen Agricultural Products Group Co.Ltd(000061) import diversification strategy, and deeply participate in the agriculture related negotiations of the World Trade Organization and global food and agriculture governance.
In terms of grain, Guotai Junan Securities Co.Ltd(601211) pointed out that according to the interpretation of the National Bureau of statistics, the national grain output reached a new high in 2021, and the growth of corn sowing area exceeded expectations. However, affected by the weather, the unit yield of corn declined, and the actual demand accelerated the development of transgenic technology. It is considered that China’s seed industry is in the process of accelerating integration, the commercialization of GM has begun, and the industry pattern will continue to improve in the future. It is recommended that Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Beijing Dabeinong Technology Group Co.Ltd(002385) , and Winall Hi-Tech Seed Co.Ltd(300087) with strong technical strength and GM first mover advantage are recommended, and the benefit target is the leading corn seed enterprise Shandong Denghai Seeds Co.Ltd(002041) .
In terms of rural logistics, Galaxy Securities believes that under the background of common prosperity, improving the rural mail and delivery logistics system will further accelerate, rural logistics will benefit from the continuous support of policies, and Shenzhen Agricultural Products Group Co.Ltd(000061) opportunities in areas such as uplink logistics chain, cold chain storage facilities and rural logistics equipment will be highlighted. Recommend integrated logistics providers S.F.Holding Co.Ltd(002352) and JD logistics with leading cold chain logistics capabilities; Transfar Zhilian Co.Ltd(002010) with 63 highway ports and storage resources is recommended; Tongda is recommended to be Zhongtong express, Yunda Holding Co.Ltd(002120) , Yto Express Group Co.Ltd(600233) , which takes the lead in the express market.
In terms of rural consumption, Huaan Securities Co.Ltd(600909) believes that the implementation of the policy of sending home appliances to the countryside will further open the demand space of the home appliance market and improve offline consumption on the premise that the epidemic situation in China is gradually stable and the supply and demand are gradually released. It is continuously recommended to pay attention to the integrated stove leader Zhejiang Meida Industrial Co.Ltd(002677) with strong product advantages and development potential and Marssenger Kitchenware Co.Ltd(300894) with multiple avant-garde marketing channels and rapid expansion of scale. It is recommended to continue to pay attention to the significant recovery of retail. At the same time, with the warming of the real estate, it is expected to have a significant marginal improvement in the fine decoration channel kitchen electric faucet Hangzhou Robam Appliances Co.Ltd(002508) . It is recommended to pay attention to Midea Group Co.Ltd(000333) , Haier Smart Home Co.Ltd(600690) , Gree Electric Appliances Inc.Of Zhuhai(000651) .
(Securities Times)
