农林牧渔：2024年中央农村工作会议点评-顶层设计加强，科技成果落地

Investment Rating - The industry investment rating is "Positive" (maintained) [6] Core Insights - The Central Rural Work Conference emphasized the importance of ensuring national food security and enhancing the supply capacity of important agricultural products, with a focus on stabilizing grain planting areas and improving crop yields [3][4] - The meeting highlighted the need for the promotion of agricultural technology and the application of scientific achievements to enhance agricultural productivity [4][5] - The report indicates that the commercialization of genetically modified corn is expected to accelerate, with a significant increase in planting area anticipated by 2025, shifting the seed industry valuation from cyclical to growth [4][6] Summary by Sections Policy and Strategy - The conference discussed the need to strengthen food production and ensure the stability of grain supply, with specific actions to enhance agricultural disaster prevention and mitigation capabilities [3][8] - It was noted that the government will continue to push for the development of genetically modified crops and increase the planting area of high-yield soybean varieties [3][4] Agricultural Technology - The report emphasizes the importance of accelerating the industrialization of biotechnology in agriculture, particularly in the context of seed breeding and the promotion of high-quality varieties [4][10] - The focus on agricultural technology innovation is seen as crucial for achieving food security and improving agricultural productivity [11][12] Land Reform and Rural Development - The meeting addressed the need for further rural reform, including the extension of land contracts for an additional 30 years, which is expected to stabilize land tenure and encourage agricultural investment [5][14] - The report suggests that optimizing land resource allocation will contribute to rural revitalization and enhance the efficiency of agricultural production [5][6]