政策红利下农林牧渔企业的三大增长 路径——《"十五五"规划建议》解读 联合资信 工商评级二部 | 李思雨 伦海玲 "加快农业农村现代化，扎实推进乡村全面振兴"，《中共中央关于制定国 民经济和社会发展第十五个五年规划的建议》将农业农村现代化提升至中 国式现代化全局战略高度。这一部署从政策补贴、效率提升、产业融合创 新等多维度，构建起行业高质量发展的政策框架。在政策支持与市场需求 的双重驱动下，农林牧渔企业可通过三大核心路径把握机遇、实现盈利增 长与结构优化。 www.lhratings.com 研究报告 1 农林牧渔是中国国民经济第一产业。"加快农业农村现代化，扎实推进乡村全面 振兴"，《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》（以下简 称《"十五五"规划建议》）将农业农村现代化提升至中国式现代化全局战略高度，从 政策补贴、效率提升、产业融合创新等维度，为农林牧渔行业企业的高质量发展构建 了政策框架。 路径一：政策补贴叠加多元融资支撑，构建盈利基础 《"十五五"规划建议》明确"提高强农惠农富农政策效能，健全财政优先保障、 金融重点倾斜、社会积极参与的多元投入格局"。 同时，2025 年 2 月 ...

Core Viewpoint - The article discusses the strategic planning and goals set forth in the "15th Five-Year Plan" for China's economic and social development, emphasizing the importance of achieving a per capita GDP level comparable to that of moderately developed countries by 2035, which requires maintaining an average annual growth rate of approximately 4.8% during the "15th Five-Year" period [1][6][10]. Economic Growth and Productivity - The "15th Five-Year Plan" aims to maintain economic growth within a reasonable range while steadily improving total factor productivity and significantly increasing the resident consumption rate [1][6]. - To achieve the target of per capita GDP reaching around $25,000 by 2035, an average annual growth rate of 4.8% is necessary, with potential growth rates estimated between 4.5% and 4.8% [6][7]. Demographic Challenges and Consumption - China is entering a phase of negative population growth and moderate aging, with projections indicating that by 2032, over 21% of the population will be aged 65 and above, which will impact consumption patterns [7]. - The emphasis on increasing the resident consumption rate is crucial to counteract the negative effects of demographic changes and to enhance the income levels and consumption capabilities of residents, particularly the elderly [7][10]. Income Distribution and Middle-Income Expansion - Expanding the middle-income group is essential for achieving higher levels of common prosperity and modernization by 2035 [10]. - Improving income distribution requires coordinated efforts across primary, secondary, and tertiary distribution, with a focus on enhancing labor market conditions and reducing structural unemployment [10][12]. Government Investment and Social Services - The article highlights the need for government spending to focus more on "investing in people" rather than solely on material investments, suggesting a shift in priorities to enhance social welfare and public services [8][13]. - Increasing the share of social spending in GDP is necessary to improve the quality of life and reduce poverty transmission across generations [13]. Artificial Intelligence and Employment - The development of artificial intelligence (AI) presents both challenges and opportunities for employment, necessitating alignment with an "employment-first strategy" to ensure that AI enhances rather than replaces human labor [14][15]. - AI can help address structural employment issues by improving labor productivity and facilitating the transition of labor from low-productivity agricultural sectors to higher-productivity non-agricultural sectors [20][22]. Urbanization and Household Registration Reform - The article discusses the ongoing urbanization process and the need for reforming the household registration system to facilitate labor mobility and improve access to public services for rural residents transitioning to urban areas [16][17]. - Enhancing public services in urban areas and reducing the disparity in service quality between urban and rural regions are critical for successful urbanization [17]. Agricultural Modernization - The potential for agricultural modernization in China is significant, with opportunities for labor transfer from agriculture to higher productivity sectors, supported by advancements in technology and AI [20][22]. - Modern agriculture is characterized by high labor productivity, large operational scales, and the application of scientific technologies, which can be further enhanced through AI [21][22].

实施乡村振兴战略，是以习近平同志为核心的党中央着眼党和国家事业全局作出的重大决策，是新时代 新征程"三农"工作的总抓手。习近平总书记明确提出，有力有效推进乡村全面振兴，以加快农业农村现 代化更好推进中国式现代化建设。党的二十届四中全会也对此作出重要部署，强调"加快农业农村现代 化，扎实推进乡村全面振兴"。乡村振兴，重在全面，是一项兼顾当前与长远的系统工程。在中国式现 代化的新征程上，我们必须学深悟透习近平总书记关于"三农"工作的重要论述，进一步全面深化农业农 村改革，做好乡村全面振兴这篇大文章。 第一，增强粮食和重要农产品供给保障能力。党的十八大以来，以习近平同志为核心的党中央高度重视 国家粮食安全，始终把解决好十几亿人口的吃饭问题作为治国理政的头等大事。2024年，我国粮食产量 首次突破1.4万亿斤，人均粮食占有量达500公斤，高于国际公认的400公斤粮食安全线，做到谷物基本 自给、口粮绝对安全。面对复杂多变的国际形势、耕地淡水等资源约束趋紧以及国内粮食需求持续增长 等多重挑战，要始终做好粮食和重要农产品的稳产保供工作。 着力抓好种子和耕地两个要害。抢抓战略机遇，完善产学研协同机制，推动基础研究与应用研究有 ...

11月19日，省委书记刘宁到新乡市获嘉县、红旗区，调研产业发展、科技创新等工作，推动党的二十届四中全会和习近平总书记重要讲话精神在基层落地生 根。 | 上一篇 王国民亦提出重相关部 C) | 官方备案企业征信机构 | 路威凯腾（广州）消费股权投资基金合伙企业（有 | 查一下 | | | | --- | --- | --- | --- | --- | --- | | 基本信息 11 | 法律诉讼 | 经营风险 | C 知彼阿尔法 经营信息 | 品应用, 识企极中心 | ■ 历 | | 执行事务合伙人 | 路威凯腾(成都) | 登记状态 私募基 | 在营(开业) 企业 | 成立日期 | 2024-10-30 | | | 金管理有限公司 | 出资额 | 94001万元人民币 | 实缴资本 | - | | 组织机构代码 | MAE3JBQF-7 | 工商注册号 | 440112004640985 | 纳税人识别号 | 91440112MAE3JE | | 企业类型 | 有限合伙企业 | 营业期限 | 2024-10-30 至 无固定期限 | 纳税人资质 | | | 人员规模 | - | 参保人数 | 核准日期 | | ...

全固态电池被视为下一代动力电池技术的重要方向，国轩高科研发的金石全固态电池已在今年进入中试量产阶段，将为我国动力电池产业的技术 升级提供新的动力。 ■安徽合肥：科创与产业同频 培育发展新动能 党的二十届四中全会提出，加快高水平科技自立自强，引领发展新质生产力。 安徽合肥，这座崛起的科创名城，正以高水平科技自立自强为笔，绘就新质生产力发展的生动图景。 中国科学院合肥物质科学研究院坐落于合肥市科学岛，是中国科学院所属大型综合性科研机构，建有30多个国家及省部级重点实验室和研究中 心，以及10多个大型实验平台。 科大硅谷服务平台公司创新政企合作机制，汇聚中国科大等校友资源，围绕成果转化、企业孵化、产业催化、生态优化，努力建设成为培育科技 企业、发展科创服务市场、营造创新创业生态的综合性服务平台。 湖北人形机器人创新中心依托丰富的技术人才资源和扎实的智能制造产业基础，正致力于建设成为全国领先的人形机器人公共服务平台。 从科学实验室到科创服务平台，合肥正以敢闯敢试的劲头，让高水平科技自立自强成为引领发展新质生产力的强劲引擎。 ■湖北武汉：人形机器人让未来科技"触手可及" ■江西：农业"精耕智种"引领致富路 党的二十届四 ...

Core Insights - The article emphasizes the importance of advancing agricultural and rural modernization as a long-term strategic task, focusing on both immediate and long-term goals to address pressing issues faced by farmers [2][3] Group 1: Agricultural Modernization Strategy - The city aims to implement practical measures that yield tangible benefits for farmers, ensuring their satisfaction while also planning for the next five years of agricultural development [2] - The strategy includes a focus on local resources and unique characteristics to enhance rural industries, promoting a transformation in rural economies [3] Group 2: Social and Cultural Aspects - The modernization effort is described as a profound social change that requires preserving traditional culture and improving rural governance, creating a shared spiritual home for communities [3] - There is a call for broad social mobilization, emphasizing the role of farmers as key players in rural revitalization and the importance of grassroots involvement [4] Group 3: Leadership and Collaboration - The article highlights the necessity of strong leadership and collaboration across various levels of government and departments to ensure effective implementation of rural policies [4] - It stresses the need for a coordinated approach to rural development, with a focus on empowering farmers and respecting their contributions to the revitalization process [4]

Economic Growth and Development Goals - The "15th Five-Year Plan" aims for a reasonable economic growth rate to achieve a per capita GDP at the level of middle-income countries by 2035, requiring an average annual growth rate of approximately 4.8% during this period [6][10] - The plan emphasizes the importance of improving total factor productivity, increasing the resident consumption rate, and ensuring synchronized growth of resident income and economic growth [6][10] Consumption and Income Distribution - The focus on increasing the resident consumption rate is crucial due to the anticipated challenges from negative population growth and aging demographics, which will impact demand [7][10] - The Gini coefficient of 0.465 indicates a need for improved income distribution, with efforts to ensure that low-income groups see faster income growth compared to high-income groups [7][10][12] Middle-Income Group Expansion - Expanding the middle-income group is essential for achieving higher levels of common prosperity and modernization, necessitating coordinated improvements in initial, secondary, and tertiary income distribution [10][12] - The labor market must address structural unemployment, particularly among the elderly and youth, through targeted training and support [10][11] Role of Artificial Intelligence - Artificial intelligence (AI) has the potential to exacerbate structural employment issues but can also enhance labor productivity, providing solutions to these challenges [15][16] - A systematic governance framework is needed to align AI development with employment priorities, ensuring that AI not only replaces jobs but also enhances worker capabilities [15][16] Urban-Rural Integration and Household Registration Reform - The reform of the household registration system is critical for urbanization, with the potential to convert over 200 million rural residents into urban citizens, thereby stabilizing labor supply and enhancing economic growth [18][19] - The focus should be on improving public services in smaller cities and rural areas to attract and retain residents [19] Agricultural Modernization - China's agricultural labor force still has significant potential for transfer to higher productivity sectors, with current agricultural labor accounting for 22% of the workforce [22][23] - Modern agriculture is characterized by high labor productivity, large operational scales, and the application of advanced technologies, including AI, to enhance efficiency and output [23][24]

Core Insights - The 14th Five-Year Plan is crucial for achieving the goal of modernizing China's economy and society by 2035, with a key indicator being the per capita GDP reaching the level of middle-income developed countries [1][5] - The plan emphasizes maintaining reasonable economic growth, improving total factor productivity, increasing the consumption rate, and expanding the middle-income group [1][5][6] Economic Growth and Productivity - The average annual growth rate required to reach the per capita GDP target of approximately $25,000 by 2035 is estimated to be around 4.8% [5][6] - Current potential growth rates for China's economy are estimated between 4.5% and 4.8%, with the possibility of increasing if reforms are intensified [5][6] Consumption and Income Distribution - The focus on increasing the consumption rate is driven by the need to address challenges posed by negative population growth and aging demographics, which will impact demand [6][7] - Improving income distribution is essential, with a current Gini coefficient of 0.465 indicating a need for faster income growth among low-income groups to expand the middle-income population [6][7][9] Employment and Labor Market - The labor market requires targeted efforts to address structural unemployment, particularly among the elderly and youth, through vocational training and support [8][9][11] - The rise of new employment forms, including gig economy jobs, necessitates the development of suitable social security systems to protect workers' rights [9][11][12] Urbanization and Household Registration Reform - Urbanization is ongoing, with a significant gap between registered and actual urban populations, indicating potential for economic contributions through household registration reform [15][16] - The reform aims to enhance public services and employment opportunities in cities, thereby attracting rural residents to urban areas [15][16] Agricultural Modernization - The potential for labor transfer from agriculture to higher productivity sectors remains significant, with current agricultural labor accounting for 22% of the workforce [17][18] - Modern agriculture is characterized by high labor productivity, large operational scales, and the application of advanced technologies, including AI [19][20]

央广网北京11月17日消息（记者朱敏）据中央广播电视总台中国之声《新闻和报纸摘要》报 道，"十五五"规划《建议》，把推动高质量发展确定为"十五五"时期经济社会发展的主题。本期《权威 访谈》从扩大高水平对外开放、农业农村现代化建设等方面进行解读。 坚持开放合作、互利共赢是中国式现代化的必然要求。《建议》围绕扩大高水平对外开放，开创合 作共赢新局面作出一系列重要部署，强调以开放促改革促发展，与世界各国共享机遇、共同发展。 商务部政策研究室主任杨正位：下一步，我们的开放要达到"高水平"，应体现在市场准入水平高、 贸易投资自由化便利化程度高、双循环良性互动水平高、对改革创新发展的促进作用高，以及人员、信 息往来便利程度越来越高。接下来开放的重点是服务业，争取再创制造业开放的辉煌。四中全会强调了 开创合作共赢新局面，这是应对世界百年变局、营造良好外部环境的必然要求。 农业农村现代化关系中国式现代化全局和成色。《建议》提出"加快农业农村现代化，扎实推进乡 村全面振兴"，强调促进城乡融合发展，持续巩固拓展脱贫攻坚成果，推动农村基本具备现代生活条 件，加快建设农业强国。 农业农村部部长韩俊：全会明确了今后一个时期农业农村发展 ...

Core Viewpoint - The "14th Five-Year Plan" emphasizes promoting high-quality development as the central theme for economic and social development during this period [1][3]. Group 1: High-Level Opening Up - The plan outlines a series of important deployments to expand high-level opening up, aiming to create a new situation of win-win cooperation [3]. - It emphasizes the necessity of open cooperation and mutual benefit as an inevitable requirement for Chinese-style modernization [3]. Group 2: Agricultural and Rural Modernization - The plan highlights the importance of accelerating agricultural and rural modernization, promoting comprehensive rural revitalization, and ensuring urban-rural integration [5]. - It stresses the need to consolidate and expand the achievements of poverty alleviation and to push for rural areas to meet modern living conditions [5]. - The goal is to build a strong agricultural nation and ensure sustainable and healthy economic development as a key focus for the current and future economic construction [5].