Comments:
Guarantee the effective supply of food, and expand the production capacity of soybeans and oilseeds. The “Opinions” pointed out that it is necessary to strictly assess the responsibility system for food security to ensure that the sown area of grains is stable and the output remains above 1.3 trillion kilograms. Under the influence of factors such as the repeated outbreak of the new crown epidemic and the uncertainty of the international environment, it is very important to ensure the national food supply. Considering my country’s high dependence on soybean imports and the wide application of soybean and other oil crops in feed and other fields, vigorously implementing the soybean and oilseed production capacity improvement project can reduce the dependence on foreign countries to a certain extent and effectively improve its own food supply capacity. .At the same time, in order to make every effort to do a good job in my country’s food production and importantagricultural productsSupply, the “Opinions” proposed to protect the “vegetable basket”
Product supply, stabilize the long-term support policy for hog production; appropriately increase the minimum purchase price of rice and wheat, stabilize the subsidy policy for corn and soybean producers and the subsidy policy for rice, and effectively ensure the income of farmers from grain cultivation.
Resolutely adhere to the bottom line of not returning to poverty on a large scale, and promote my country’s agricultural development to seek progress while maintaining stability. The year 2020 is the year that my country will make a decisive battle against poverty and build a moderately prosperous society in an all-round way. After significant achievements in poverty alleviation, my country’s No. 1 Central Document issued in 2022 intends to improve the monitoring and assistance mechanism, promote the continuous increase in the income of the poverty-stricken population, and increase support for key rural revitalization counties and centralized resettlement areas for relocation. Resolutely hold the bottom line of not returning to poverty on a large scale, and ensure that my country’s agricultural production increases steadily, farmers’ income steadily increases, and rural areas are stable and peaceful.
Vigorously promote the research on key agricultural core technologies such as seed sources, and improve comprehensive competitiveness. In terms of arable land, the “Opinions” proposed that the party and government should take the same responsibility for arable land protection and strictly observe the red line of 1.8 billion mu of arable land. At the same time, increase investment through multiple channels. In 2022, 100 million mu of high-standard farmland will be built, and a total of 400 million mu of high-efficiency water-saving irrigation area will be built; the action plan for the revitalization of the seed industry will be fully implemented; Pilot projects for subsidies after R&D and promotion. Increasing the research and development strength of the seed industry and promoting the improvement of core technologies such as seed sources can effectively guarantee my country’s food supply on the one hand, and effectively improve the comprehensive competitiveness of my country’s food industry chain on the other hand.
Focus on rural revitalization and promote rural construction and governance. The No. 1 document in 2022 places rural revitalization at an important position, and promotes rural development with industries by continuing to promote the integrated development of primary, secondary and tertiary industries in rural areas, and vigorously develop county-level enrichment industries. In addition, the “Opinions” focus on promoting rural construction and governance in an active and prudent manner, expanding investment in rural revitalization and strengthening financial services for rural revitalization, so as to promote the steady and healthy development of my country’s rural areas.
Investment strategy: Under the guidance of the “Opinions”, it is expected that the production capacity of major oil crops such as soybeans in my country is expected to continue to increase. At the same time, increasing investment in research and development of agricultural core technologies such as seed sources is expected to further increase my country’s grain competitiveness. In addition, the “Opinions” emphasize that we will adhere to the bottom line of not returning to poverty on a large scale, and promote rural construction and governance. my country’s agriculture is expected to achieve stable and healthy development. It is recommended to focus on leading enterprises such as seed industry and aquaculture.
Risk warning: Policy implementation is less than expected, natural disasters, large-scale disease outbreaks, etc.
(Article source: Dongguansecurities）