Recently a period of time supply and marketing clubs suddenly popular, some places are re-opening supply and marketing clubs. According to Hubei daily, the provincial supply and marketing cooperative learned that the implementation of the“Grass-roots community rehabilitation and Reconstruction Project” in Hubei province has achieved phased results. We will strive to have 1.5 million members of grass-roots cooperatives in the province by 2025.
In addition, the Ningxia supply and marketing cooperative association also revealed in October that, so far, the total number of grass-roots cooperatives in the whole system has reached 249, and the coverage rate of township supply and marketing cooperatives has increased from 56% in 2017 to 92.7% , service coverage is over 95% . Chongqing has reported that the city's Rural Comprehensive Service Cooperatives increased to 6,120, the administrative village coverage rate of 76% .
As soon as the news of the restoration and reconstruction of the grass-roots supply and marketing cooperatives in many places came out, the capital market performed actively, and the concept stocks of the supply and marketing cooperatives in the secondary market collectively rose sharply, the shares of listed companies such as the Union of Middle Peasants and Swan shares have been rising by the daily limit.
Although supply and marketing agencies have always existed, but most people are very unfamiliar. In the past, supply and marketing cooperatives were mainly rural collective-owned enterprises, mainly responsible for the purchase and marketing of agricultural products. Now the supply and marketing cooperatives are mostly companies, it is in some commodities, agricultural, waste materials recycling and other aspects still have a lot of advantages, such as cotton, pesticides, fertilizers, seeds, agricultural film and so on. In the secondary market, the state-owned enterprises controlled by supply and marketing co-operatives or local Sasac are included in the concept stocks of supply and marketing co-operatives.
What exactly is the new supply and marketing co-op?
The supply and marketing cooperative, or supply and marketing cooperative, was first established in 1950 as a comprehensive cooperative economic organization for agriculture, an economic entity formed on the principle of bottom-up, voluntary association, is one of the most important manifestations of the planned economy.
Later, with the development of reform and opening up, the individual economy and private economy became more and more developed, and the supply and marketing cooperative system was impacted by the reform, these operations led to uneven product quality and service attitudes of supply and marketing cooperatives, and eventually to the re-sale of housing and land. Slowly, some local supply and marketing cooperatives disappeared, but supply and marketing cooperatives only existed in another way, most of the enterprises affiliated to supply and marketing cooperatives are rooted in key civilian production industries such as agricultural logistics.
The“New Era supply and marketing co-op” has become the“Entity shop + online services” three-dimensional model, from the agricultural, land, finance, marketing and other angles involved in rural revitalization. “New Era supply and marketing cooperative” emphasizes to follow the principle of Commonweal, take the public ownership as the main body, although the profit, but does not take the profit as the final goal. Statistics show that the quality of 2021, supply and marketing cooperatives and the whole system has steadily improved, with total sales of 6.26 trillion yuan in the whole year, up 18.9 percent year-on-year.
Many concept stocks rose by the daily limit
In the capital market, the supply and marketing agency concept stock has also become a lot of investors in the eyes of the“Meat and potatoes.”.
November 4, the mid-farmers joint afternoon pulled up the daily limit of 5 consecutive boards, Swan shares previously rose the daily limit of 5 consecutive boards, Xinli Financial, China re-investment environment, Zhongbai Group, Zhejiang agricultural shares continue to rise. According to public data of after-hours trading, among the three-day cumulative trading seats of zhongnong shares, the first to sell is the institutional-only seat, and the second to sell is the trading unit of China Merchants Securities; the first to buy is the Changle North Road of Fuzhou of Ping an securities, the next four buy seats are all trading seats at Orient Wealth Securities.
Among the top five trading seats disclosed by Swan shares, both buyers and sellers were ordinary sales department seats, and no institutions were present. The top five trading seats were sold for a total of 17,711,600 yuan. Tianhe shares sold 13,724,700 yuan and 11,133,600 yuan for two institutional seats, and bought 3,899,400 yuan and 9,517,900 yuan, respectively. The remaining seats were for trading in the ordinary business department, the top five positions sold a total of 59.46 million yuan.
Among the three-day cumulative trading seats of the Middle Peasants' Union, an institution-specific seat appeared in the top five buying seats, buying 20,993,900 yuan and selling 1.854 million yuan. The other seats were all trading seats in the ordinary business department, a total of 12,137,600 yuan was sold in the top five trading positions.
Although supply and marketing agencies are concept stocks, but the performance of the listed companies more obvious differentiation.
What is the logic behind the development of supply and marketing cooperatives?
The first logic, since the fifteen plan, including the vision for 2035, as well as in the report of the 20th Party Congress, has talked about the domestic cycle and the building of a unified domestic market. In fact, from the policy documents, it will eventually fall. It will take a period of time for the market, including the digestion of People's thoughts, to open up the domestic circulation, is the establishment of a comprehensive domestic unified market a key link.
The second is that the chinese-style modernization mentioned in the report of the 20th party congress is to eventually achieve common prosperity. To achieve common prosperity, it is very important to raise the incomes of the relatively low-income groups, a considerable part of these people are in the countryside, and among them, there is talk of promoting the revitalization of the countryside, improving the living environment and living facilities in villages, towns and villages, as well as providing them with new sources of income, increase their income. In combination with this, the supply and marketing cooperatives in this system of outlets throughout the rural village group to start to develop, but also with this meaning, in conjunction with the common prosperity, improve rural income such ideas.
Third, as the growth of the consumer market in big cities has hit a bottleneck and competition among consumer brands has become more intense, entrepreneurs and equity investors have also begun to turn their attention to lower per capita income and consumption capacity, but the market volume is more extensive extension of large cities, third-and fourth-tier cities, as well as towns and villages, such as the sinking market.
What are the prospects for supply and marketing?
The future development of supply and marketing cooperatives in the logistics level, accelerate the construction of a modern rural logistics system. The construction of logistics network has always been the focus of the development of supply and marketing cooperative system, modern logistics represented by the cold chain logistics or the future development of supply and marketing cooperative point.
In order to implement the integrated plan for centralized development, there will be a greater reliance on the deployment of agricultural equipment and agricultural products and crops throughout the country. Therefore, a close communication platform and an offline support department should be established.
Second, the financial level, the grass-roots community to establish a cooperative platform for the three rural credit support. In 2017 and 2021, the No. 1 document of the CPC central committee both proposed the “Trinity” of production, supply and marketing and credit. The remarkable feature of this model is that it has brought into play the effect of“Four taels to divide a thousand catties” of financial funds, allowing farmers' financing costs to drop by nearly 40% compared with before, it has formed a three-level coordinated agro-supporting eco-sphere with highly efficient linkage among provinces, cities and counties, and pried more financial capital into sinking villages. This model is likely to be more widespread.
