This year’s No. 1 central document was released by Xinhua on February 21st. This paper, entitled “opinions of the CPC Central Committee and the State Council on comprehensively promoting rural revitalization and speeding up agricultural and rural modernization”, consists of five parts, including: General requirements, effective connection between consolidating and expanding poverty alleviation achievements and rural revitalization, accelerating agricultural modernization, vigorously implementing rural construction actions, and strengthening the party’s overall leadership over the work of “agriculture, rural areas and farmers”.
In fact, it can be seen from the central rural work conference held at the end of last year that rural revitalization will occupy a very important position in this year’s work. At that meeting, Xi Jinping stressed that after the victory of poverty alleviation and victory, we should comprehensively promote rural revitalization.
The content of No.1 document is very rich. According to the document, the goal and task of 2021 is to further promote the structural reform of the agricultural supply side, keep the grain sown area stable, and the output will reach more than 1.3 trillion catties, steadily develop the pig industry, further improve the quality of agricultural products and food safety, continue to increase the income of farmers faster than that of urban residents, and consolidate the achievements of poverty alleviation. The plan for agricultural and rural modernization has been launched and implemented, the policy system and working mechanism for poverty alleviation have been effectively linked up with the rural revitalization, the rural construction has been started in an all-round way, the rural living environment has been improved, the key tasks of rural reform have been further promoted, and the rural society has maintained harmony and stability. In terms of details, Nanfan Silicon Valley, fishing port construction, undergrowth economy and other rare references also appeared in the documents.
What is the significance of the No.1 document? Wen Tiejun, a well-known expert on agriculture, rural areas and farmers in China, said that rural revitalization is a ballast. In his article “activating the value of hundreds of trillion yuan of ecological resources — the effective connection between Rural Revitalization Strategy and ecological civilization construction in the post epidemic era”, he even proposed to activate the value of millions of billion yuan of ecological assets that are silent in the countryside, and turn it into the driving force and guarantee of China’s economic growth in the future and the basic guarantee of China’s domestic circulation. So, which companies will welcome the wind?
No.1 focuses on “Rural Revitalization”
In February 21st, No. 1 central document of the CPC Central Committee was issued by the Xinhua news agency, entitled “the CPC Central Committee and the State Council on comprehensively promoting rural revitalization and speeding up the modernization of agriculture and rural areas”. This is the eighteenth No. 1 central document to guide the work of agriculture, rural areas and farmers since this century.
Taking Rural Revitalization as No.1 document has not exceeded expectations. Because at the central rural work conference held at the end of last year, general secretary Xi Jinping stressed that in the historical juncture of advancing towards the goal of the second hundred years, consolidating and expanding the results of tackling poverty and tackling poverty, Promoting Rural Revitalization and speeding up the modernization of agriculture and rural areas in an all-round way are important issues that require the whole party to attach great importance to the overall situation. The whole Party must fully understand the importance and urgency of doing a good job in the work of “agriculture, rural areas and farmers” in the new development stage, insist on solving the problems of “agriculture, rural areas and farmers” as the top priority of the whole Party’s work, and promote the revitalization of rural areas with the strength of the whole Party and society, so as to promote the high quality and high efficiency of agriculture, the livability and employment of rural areas, and the prosperity of farmers. After the victory of poverty alleviation, it is necessary to comprehensively promote rural revitalization, which is a historic shift of the focus of “agriculture, rural areas and farmers”.
The objectives and tasks proposed in this document are: in 2021, the agricultural supply side structural reform will be further promoted, the sown area of grain will remain stable, the output will reach more than 1.3 trillion catties, the pig industry will develop steadily, the quality of agricultural products and food safety will be further improved, the income of farmers will continue to grow faster than that of urban residents, and the achievements of poverty alleviation will continue to be consolidated. The plan for agricultural and rural modernization has been launched and implemented, the policy system and working mechanism for poverty alleviation have been effectively linked up with the rural revitalization, the rural construction has been started in an all-round way, the rural living environment has been improved, the key tasks of rural reform have been further promoted, and the rural society has maintained harmony and stability.
By 2025, important progress will be made in the modernization of agriculture and rural areas, the modernization of agricultural infrastructure will reach a new stage, the facilitation of rural living facilities will be initially realized, and the equalization of basic public services between urban and rural areas will be significantly improved. The agricultural foundation is more stable, the supply of grain and important agricultural products is more powerful, the agricultural production structure and regional layout are significantly optimized, the agricultural quality, efficiency and competitiveness are significantly improved, the modern rural industrial system is basically formed, and the areas with conditions are the first to basically realize the modernization of agriculture. The achievements of poverty alleviation were consolidated and expanded, and the income gap between urban and rural residents continued to narrow. Positive progress has been made in the green transformation of rural production and life style, the use of chemical fertilizers and pesticides has continued to decrease, and the rural ecological environment has been significantly improved. Remarkable results have been achieved in rural construction, the rural landscape has changed significantly, the vitality of rural development has been fully stimulated, the level of rural civilization has been improved, the security of rural development has become more powerful, and farmers’ sense of gain, happiness and security has been significantly improved.
Some noteworthy expressions
There is a huge amount of information in this document, and some expressions are relatively novel.
First, encourage the development of silage corn and other high-quality forage, stabilize soybean production, and take multiple measures to develop oilseed crops such as rape and peanut. We will improve the support policy system for large grain producing counties. We will expand the pilot scope of full cost insurance and income insurance for rice, wheat and corn, and support provinces that have the conditions to reduce the proportion of county subsidies for agricultural insurance premiums for three major grain crops in major grain producing counties. We will further promote high-quality grain projects.
The second is to actively develop the cattle and sheep industry, continue to implement the action of revitalizing the dairy industry, and promote the green and healthy aquaculture. We will promote the construction and management reform of fishing ports. Promote the development of woody grain and oil and under forest economy.
Third, implement a new round of livestock genetic improvement plan and modern seed industry upgrading project. We should respect science, strictly supervise, and promote the industrial application of biological breeding in an orderly way. Strengthen the protection of intellectual property rights in breeding field. We should support leading seed enterprises to establish and improve commercial seed breeding system, speed up the construction of Nanfan Silicon Valley, strengthen the construction of seed production base and improved seed breeding system, and study subsidy policies for major variety R & D and promotion, so as to promote the integrated development of breeding and promotion.
The fourth is to implement a new round of high standard farmland construction plan, improve the construction standards and quality, improve the management and protection mechanism, raise construction funds through multiple channels, and jointly increase the investment in the construction of high standard farmland in the main grain producing areas by the central and local governments, so as to build 100 million mu of high standard farmland with high yield and stable yield in 2021.
Fifth, establish modern forestry industry demonstration zone. Organize and carry out the action of “ten thousand enterprises prospering ten thousand villages”. Steadily promote the statistical accounting of agriculture and related industries reflecting the value of the whole industry chain.
Sixth, orderly implementation of large-scale population of natural villages (groups) through hardening road. Full implementation of the road leader system. Carry out rural clean energy construction project.
Millions of ecological assets will be activated?
Wen Tiejun, a famous expert on agriculture, rural areas and farmers in China, said that since the beginning of the new century, there have been several important nodes in rural work.
Firstly, the 16th National Congress of the Communist Party of China formally established the three rural issues in 2002 and made them the top priority of the whole Party’s work; secondly, in 2017, the 19th National Congress of the Communist Party of China put forward the Rural Revitalization Strategy, which was also the central rural work conference of that year, and put forward the working policy of five level secretaries to grasp the Rural Revitalization. Next, in 2020, the challenge of globalization under the influence of the epidemic situation highlights that rural revitalization is the ballast to deal with this great change that has not happened in a century.
He once wrote that Chinese society has always been a local society, and local culture is the origin of Chinese culture. Any act that deviates from this origin will be doomed to failure. There are few successful precedents in attracting investment, developing industry like the city, or developing so-called large-scale agriculture by learning from the west, but there are many cases of failure.
Therefore, Wen Tiejun proposed that we must find a new way to activate the value of millions of ecological assets that are silent in the countryside, and turn them into the driving force and guarantee of China’s economic growth in the future, and the basic guarantee of China’s domestic circulation.
Wen Tiejun wrote that practice shows that only by deepening ecological capital through Ecological Industrialization and industrial ecology can we realize the value of ecological resources at the same time. Along such a logic, we can embody the economic connotation of ecological civilization strategy. According to the “three changes” in the 2019 No. 1 central document, the transformation of resources into assets, capital changes and shareholders becoming shareholders, the new collective economy is reconstructed and the billions of ecological resources in rural society are activated.
From the market point of view, according to wind data, there are 12 listed companies involved in rural revitalization, with a market value of only more than 170 billion yuan. However, there are many companies involved in agricultural modernization, such as Yituo Co., Ltd. and Longxin General Electric Co., Ltd.; there are very few companies involved in seed industry and land reform, but the proposal to speed up the construction of Nanfan Silicon Valley is obviously good for seed industry, while the individual stocks involved in seed industry include Longping hi tech, Denghai seed industry, Quanyin hi tech, Fengle Seed Industry, Shennong technology, Wanxiang Denong and Dunhuang seed industry, etc To the land reform, there are su Ken Nongfa, Beidahuang, Hainan rubber and so on. In addition, the construction of fishing port may involve Dahu shares, Zhongshui fishery and other companies, and the under forest economy may involve Fenglin group, Fujian Jinsen and other companies. However, judging from last Friday’s market, most of these stocks have risen sharply.