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The central No. 1 document releases the strong signal of heavy agriculture and strong agriculture - there is a "money" way in these areas

Release time: 2023-02-15


       On February 13, the "Opinions of the CPC Central Committee and The State Council on Comprehensively Promoting the Key work of Rural Revitalization in 2023" was released, which is the 20th central document guiding the work of "agriculture, rural areas and farmers" since the 21st century。The text includes nine parts, including ensuring stable production and supply of grain and important agricultural products, strengthening agricultural infrastructure construction, and strengthening agricultural science and technology and equipment support。

       The "Opinions" put forward requirements for the work of "agriculture, rural areas and farmers" in 2023, which released a strong signal of heavy agriculture and strong agriculture, and undoubtedly brought policy benefits to the development of the agrochemical industry。Yang Delong, chief economist of Qianhai Open Source Fund, said that the profitability of listed companies in the field of rural revitalization is expected to further improve。

       Stable production and supply: good for pesticide and fertilizer plate

       Food security is the top priority of our country's "agriculture, rural areas" work, compared with previous years, this year's central document No. 1 in food security "inks" quite a lot。

       A strong country must first strengthen farmers, and only when farmers are strong can the country be strong。If agriculture is strong, we must first be able to ensure the supply of grain and important agricultural products。Despite the multiple adverse factors such as the epidemic disaster, sharp fluctuations in international grain prices and high agricultural commodity prices last year, China's grain output still achieved a good harvest and increased production, providing strong support for stabilizing the economic market。

       At present and in the future, the situation of stabilizing production and ensuring supply is complicated and grim。China will implement a new round of action to increase grain production capacity of 100 million tons, so as to increase production capacity, optimize structure, enhance resilience, ensure income, and consolidate responsibility, and consolidate the foundation of food security in all aspects。

       Chen Li, chief economist of Chuancai Securities and director of the Institute, said that food security is one of the important components of current national security, and stabilizing production and ensuring supply is an important goal put forward by the Central Document No. 1 in recent years。Thus, the agricultural supply cycle is still driven by the return of plantation profits。

       Agricultural science and technology: revitalization of seed industry is imperative

       "Opinions" put forward, in-depth implementation of seed industry revitalization action。We completed a nationwide survey of agricultural germplasm resources。Establish an open, collaborative and shared application mechanism for accurate identification and evaluation of germplasm resources。We will comprehensively implement major biological breeding projects, make solid progress in the national joint research on breeding and the program for genetic improvement of livestock and poultry, and accelerate the cultivation of new varieties of high-yield and high-oil soybeans, short-growth rapeseed, and saline-alkali tolerant crops。We will accelerate the industrialization of corn and soybean biological breeding, expand the scope of pilot projects in an orderly manner, and standardize planting management。

       As the "chip" of agriculture, the revitalization of seed industry is imperative。At present, there is still a big gap between China and developed countries in breeding。Taking soybeans as an example, in recent years, the average self-sufficiency rate of China's oil soybeans is less than 15%, and the import volume is always high, mainly because of the low level of production, oil yield and mechanization of its own varieties。In recent years, the central No. 1 document has emphasized the research of key agricultural technologies such as national food security and seed industry, and proposed relevant policies and systems to vigorously promote the research of key agricultural core technologies such as seed sources, which is conducive to stimulating original innovation in breeding, building a modern commercial breeding system, and forming a cluster of seed industry revitalization enterprises。

       In the seed industry, the safety of seed industry and the development and promotion of improved varieties are the direction of policy support, and the breeding enterprises with research and development capabilities and the leading seed industry have greater opportunities。For the development of the seed industry, Sinofold Securities believes that with the increasing protection of intellectual property rights in the seed industry and the commercialization of genetically modified crops in China, the competitive pattern of the seed industry is expected to improve, and leading seed enterprises with core breeding advantages are expected to develop rapidly。

       Infrastructure: Focusing on soil improvement opportunities

       Cultivated land is the basis to ensure stable production and supply, so it is very important to protect cultivated land。Tang Renjian, director of the Office of the Central Rural Work Leading Group and Minister of Agriculture and Rural Affairs, has said that it is necessary to consolidate the foundation of food security in an all-round way。We will strengthen the material foundation for grain storage on land and technology, strengthen agricultural infrastructure construction with emphasis on cultivated land, and formulate a plan for gradually turning all permanent basic farmland into high-standard farmland。

       Soil health has become a major trend of green agriculture in the future, and it is necessary to ensure that 1.8 billion mu of arable land deserves its name。Strictly implement the priorities of cultivated land use, complete the phased tasks of high-standard farmland construction, do a good job of black land protection, and constantly improve the quality of cultivated land, so that farmland is truly farmland, and it must be good farmland。This provides new opportunities for agricultural enterprises that have long focused on soil improvement and functional fertilizers。It is understood that the total soil point exceeded the standard rate of 16.1%。Relevant research shows that the potential market of cultivated land restoration in China is 5.9 trillion yuan, site repair, mine repair a total of about 1 trillion yuan, so as to help poverty alleviation areas to enhance the endogenous development momentum, continue to consolidate and expand the responsibility for poverty alleviation achievements, and resolutely prevent the phenomenon of entire villages and townships returning to poverty。

       Last year, The State Council issued the Notice on carrying out the Third National Soil Survey, and decided to carry out the third national soil survey from 2022, using four years to comprehensively ascertain the soil quality of agricultural land。In order to realize the rational allocation and safe use of land resources, more and more funds will be invested in soil remediation, creating new opportunities for the development of the industry。Therefore, it will be beneficial to enterprises related to soil survey and restoration。

      (Source: China Chemical Industry News)