Build two trillion level industries and the 14th five year plan for animal husbandry released a list of concept stocks with a pork self-sufficiency rate of 95%

During the 14th Five Year Plan period, meat production will continue to increase by a high margin, and egg and milk production will remain basically stable.

issuance of the 14th five year plan for animal husbandry and veterinary industry

According to the website of the Ministry of agriculture, recently, the Ministry of agriculture and rural areas formulated and issued the national animal husbandry and veterinary industry development plan during the 14th five year plan (hereinafter referred to as the plan), making a clear plan for the development objectives of the national animal husbandry and veterinary industry during the 14th five year plan.

The plan proposes that by 2025, significant progress will be made in the modernization of animal husbandry in China, and dairy, pig and poultry farming will take the lead in basically realizing modernization. The self-sufficiency rate of pork will remain at about 95%, that of beef and mutton will remain at about 85%, that of milk will reach more than 70%, and that of poultry meat and eggs will remain basically self-sufficient.

The plan specifies that during the "14th five year plan" period, efforts will be made to build a "2 + 4" modern animal husbandry industrial system, focusing on building two trillion level industries, including pig breeding output value of more than 1.5 trillion yuan and poultry breeding output value of more than 1 trillion yuan ; Four 100 billion level industries, including dairy breeding industry, beef cattle and sheep breeding industry, forage grass and characteristic livestock and poultry breeding industry, have reached 150 billion yuan .

Focusing on accelerating the construction of modern breeding system and modern processing and circulation system, improving animal epidemic prevention system, and continuously promoting the green circular development of animal husbandry, the plan puts forward nine key tasks, such as improving the intensive level of livestock and poultry breeding, strengthening animal epidemic prevention and control, and enhancing the service capacity of veterinary system.

meat production and large-scale breeding rate will continue to increase

In 2020, the total output of meat, poultry eggs and milk in China will be 77.48 million tons, 34.68 million tons and 35.3 million tons respectively. The output of meat and poultry eggs will continue to rank first in the world, and the output of milk will rank first in the world. The feed output is 253 million tons, ranking first in the world for ten consecutive years.

From the main indicators of the development of animal husbandry and veterinary industry in the 14th five year plan, meat production will continue to increase by a high margin, and egg and milk production will remain basically stable. Specifically, by 2025, China's meat output will increase to 89 million tons, an increase of 14.8% compared with 2020; The expected output targets of eggs and milk are 35 million tons and 36 million tons respectively, which remain basically stable compared with 2020.

Meanwhile, during the 14th Five Year Plan period, we will continue to improve the level of large-scale breeding and the rate of breeding mechanization. According to the planning objectives, the large-scale rate of livestock and poultry breeding will increase from 67.5% in 2020 to 78% in 2025, an increase of 10.5 percentage points. The mechanization rate of animal husbandry will increase from 35.8% last year to 50% in 2025, an increase of nearly 15 percentage points.

breeding concept generally callback

From the perspective of a shares, due to the continuous decline of pork this year and the generally poor performance of breeding concept, the leader Muyuan Foods Co.Ltd(002714) has callback more than 45% since the high point of the year, and New Hope Liuhe Co.Ltd(000876) has fallen more than 60% since the high point.

Huajin Securities said that the pig breeding industry may enter the loss period again in 2022. It is suggested to pay attention to the allocation opportunity of pig breeding stocks during the loss period. In the past three cycles, there were at least 2 and at most 3 "loss periods" in each cycle. The stock price level of the latter "loss period" is often higher than that of the previous "loss period", and most of the large wave of rising stock prices in the past three cycles start in the last "loss period" of the cycle. Therefore, it may be a feasible strategy to select high-quality targets with Pb valuation close to or below the historical bottom in the second "loss period".

In terms of feed and forage industry, the plan proposes to strengthen the modern feed industry and build a modern forage industry system. Gf Securities Co.Ltd(000776) it is expected that the demand of pig feed industry will remain basically stable in 2022, and the overall poultry feed industry is expected to reverse the downward trend of sales. The output of aquatic feed will continue to expand and the product structure will continue to upgrade with the growth of China's aquaculture industry.

In terms of veterinary medicine, the plan proposes to promote the transformation and upgrading of veterinary medicine industry, accelerate the development of Chinese veterinary medicine industry, strengthen the research and development of Chinese veterinary medicine feed additives, and support the development of animal specific APIs and preparations, safe and efficient multivalent multi vaccine, new labeled vaccine and veterinary diagnostic products.

(data treasure)

 

- Advertisment -