菌草芦竹产业崛起,推动天府森林四库发展 The rise of Juncao Arundo Donax L industry promotes the development of Tianfu Forest's Four Reservoirs
发布时间:
2025-07-25
2024年,国家林草局与四川省人民政府联合印发《建设“天府森林四库”实施方案》(以下简称《主方案》),明确以“水库、钱库、粮库、碳库”(简称“四库”)为核心,打造全国首个森林资源综合利用示范省。此后,四川省林草局先后出台《科技赋能“天府森林四库”建设行动方案》《建设“天府森林四库”林木种苗保障行动方案》(以下简称《种苗方案》)等配套文件,并联合农发行等金融机构发布《关于“天府森林四库”项目金融服务的实施意见》《关于支持利用农业政策性金融加快推进“天府森林四库”建设的通知》(以下简称《金融通知》),形成“1+N”政策矩阵,为菌草芦竹等优势能源作物的发展提供了全链条支持。
In 2024, the National Forestry and Grassland Administration and the People's Government of Sichuan Province jointly issued the "Implementation Plan for Building the 'Four Treasures of Tianfu Forest'" (hereinafter referred to as the "Main Plan"), which clearly stated that the core of the plan is to build the first demonstration province for comprehensive utilization of forest resources in China, with 'reservoirs, cash reserves, grain reserves, and carbon reserves' (referred to as the' Four Treasures'). Subsequently, the Forestry and Grassland Bureau of Sichuan Province successively issued supporting documents such as the "Action Plan for Science and Technology Empowerment of the Construction of the 'Tianfu Forest Four Banks'" and the "Action Plan for Ensuring Tree Seedlings in the Construction of the' Tianfu Forest Four Banks'" (hereinafter referred to as the "Seedling Plan"), and jointly issued the "Implementation Opinions on Financial Services for the 'Tianfu Forest Four Banks' Project'" and the "Notice on Supporting the Use of Agricultural Policy Finance to Accelerate the Construction of the 'Tianfu Forest Four Banks'" (hereinafter referred to as the "Financial Notice") with financial institutions such as the Agricultural Development Bank, forming a "1+N" policy matrix, providing full chain support for the development of advantageous energy crops such as Juncao Arundo Donax L.

一、“四库”功能与菌草芦竹的政策适配性
《主方案》提出“统筹推进‘四库’协同建设”的核心目标,而菌草芦竹的生态与经济属性,与“四库”功能形成了高度契合的技术路径,具体适配性可通过配套政策进一步印证:
1. 水库:生态修复的“技术优选”
《主方案》将“建设长江黄河上游‘绿色天然水塔’”列为首要任务,要求“通过植被恢复提升水源涵养能力”(《主方案》第二部分第(一)条)。《科技赋能行动方案》明确“重点支持深根系、高覆盖度植被的选育与推广”,菌草芦竹根系发达,可向周边延伸达数米,入土最深根须可达1.5米,其根系在土壤中交织成网状结构,能将土壤和细沙石紧紧连接在一起,形成一个巨大的厚地毯,可有效增加土壤的孔隙度和保水能力,从而提高水源涵养量,符合《科技赋能行动方案》中“生态修复型植被”的技术导向,将被纳入《种苗方案》“优先推广的生态修复类能源作物名录”。
2. 粮库:林下经济的“供给创新”
《主方案》强调“构建多元化森林食物供给体系”(第二部分第(二)条),《科技赋能行动方案》进一步提出“研发高生物量、易加工的饲料型作物”。菌草芦竹生长初期的粗蛋白含量达15%~20%、纤维素含量达33%,符合优质青储饲料条件。新鲜芦竹每年可收割 4~5次以上,每亩每年产量15~18吨,远高于玉米青储产量和粗蛋白含量。种植2000万亩菌草芦竹,可生产2亿吨以上的青储饲料,对维护我国饲料安全、食肉安全意义重大,与《科技赋能行动方案》中“非粮饲料资源开发”要求高度匹配。此外,《种苗方案》明确“支持与粮食作物共生的复合种植模式”,菌草芦竹与大豆、马铃薯等矮秆作物混种时,可形成“高秆遮阴保墒+矮秆固氮增肥”的协同体系,符合《主方案》“藏粮于林”的战略方向。
3. 钱库:生态价值的“转化枢纽”
《主方案》提出“推动绿水青山转化为金山银山”(第二部分第(三)条),《金融通知》配套明确“重点支持生物质能源、林产加工等业态”。种植500万亩菌草芦竹,每亩产生物质10吨左右,相当于每年生产了5000万吨绿色煤炭,可加工制成生物质颗粒(热值为4200-4800大卡每公斤)保守实现产值为400亿元。如果利用菌草芦竹进行深加工,可以进一步发展氢能源、板材、造纸、饲料、炭基肥、化工产品等产业,将带动近2000亿元的产值。其全产业链可形成“种植—加工—能源化利用”的循环经济模式,直接对接《金融通知》中“生物质能源替代项目”的支持范围。《科技赋能行动方案》更提出“对年处理量超1万吨的生物质加工厂,给予技术改造补贴”,为菌草芦竹加工端的规模化发展提供了资金保障。
4. 碳库:负碳经济的“战略载体”
《主方案》要求“增强森林固碳增汇功能”(第二部分第(四)条),《科技赋能行动方案》进一步提出“研发负碳能源作物,建立碳汇核算标准”。作为全球首个通过植物新品种权认证的高产能源草,菌草芦竹凭借“一年种植、年年收割”“固碳效率是森林30倍”“热解可制绿氢+生物炭”等颠覆性优势,已成为我国“双碳”战略下生物质能产业的“绿色黄金”,符合《科技赋能行动方案》中“打造‘天府森林四库’建设科技样板”的要求。《金融通知》更明确“对纳入碳普惠平台的碳汇项目,提供碳汇收益权质押贷款”,为菌草芦竹碳汇的市场化交易提供了金融工具支持。
1、 The adaptability of the "Four Libraries" function to the policies of Juncao Arundo Donax L
The main plan proposes the core goal of "coordinating and promoting the coordinated construction of the 'four reservoirs'", and the ecological and economic attributes of Juncao Arundo Donax L form a highly compatible technical path with the functions of the' four reservoirs'. The specific adaptability can be further confirmed through supporting policies
1. Reservoir: "Technological Optimization" for Ecological Restoration
The "Main Plan" lists the construction of "green natural water towers" in the upper reaches of the Yangtze and Yellow Rivers as the top priority, and requires "improving water conservation capacity through vegetation restoration" (Article (1) of Part 2 of the "Main Plan"). The "Technology Empowerment Action Plan" clearly states that "key support is given to the breeding and promotion of deep root and high coverage vegetation". The root system of the Juncao Arundo Donax L is well-developed and can extend several meters to the surrounding area, with the deepest roots reaching up to 1.5 meters. Its root system interweaves into a network structure in the soil, tightly connecting the soil and fine sand to form a huge thick carpet, which can effectively increase the porosity and water retention capacity of the soil, thereby improving water conservation capacity. It is in line with the technical orientation of "ecological restoration vegetation" in the "Technology Empowerment Action Plan" and will be included in the "Priority Promotion of Ecological Restoration Energy Crops List" in the "Seedling Plan".
2. Grain Depot: "Supply Innovation" of Underforest Economy
The "Main Plan" emphasizes the construction of a diversified forest food supply system (Article 2 of Part II), and the "Science and Technology Empowerment Action Plan" further proposes the development of high biomass and easily processed feed crops. The crude protein content of Juncao Arundo Donax L in the early stage of growth reaches 15% to 20%, and the cellulose content reaches 33%, which meets the conditions for high-quality green storage feed. Fresh Juncao Arundo Donax L can be harvested 4-5 times a year, with an annual yield of 15-18 tons per acre, much higher than the yield and crude protein content of corn. Planting 20 million acres of Juncao Arundo Donax L can produce over 200 million tons of green storage feed, which is of great significance for maintaining feed safety and meat safety in China, and highly matches the requirements of "non grain feed resource development" in the "Science and Technology Empowerment Action Plan". In addition, the "Seed and Seedling Plan" clearly states that "a compound planting mode that supports symbiosis with grain crops" can be supported. When mixed with dwarf crops such as soybeans and potatoes, Juncao Arundo Donax L, a collaborative system of "high stem shading and moisture preservation+dwarf stem nitrogen fixation and fertilization" can be formed, which is in line with the strategic direction of "storing grain in forests" in the "Main Plan".
3. Money Treasury: The 'Transformation Hub' of Ecological Value
The "Main Plan" proposes to "promote the transformation of green mountains and clear waters into mountains of gold and silver" (Article (3) of Part II), and the "Financial Notice" clearly states that "key support will be given to biomass energy, forest product processing and other business formats". Planting 5 million acres of Juncao Arundo Donax L produces about 10 tons of material per acre, which is equivalent to producing 50 million tons of green coal annually. It can be processed into biomass pellets (with a calorific value of 4200-4800 kcal/kg) and conservatively achieve a production value of 40 billion yuan. If Juncao Arundo Donax L are used for deep processing, it can further develop industries such as hydrogen energy, board, papermaking, feed, carbon based fertilizers, and chemical products, which will drive an output value of nearly 200 billion yuan. Its entire industry chain can form a circular economy model of "planting processing energy utilization", directly connecting with the support scope of "biomass energy substitution projects" in the Financial Notice. The "Action Plan for Empowering Technology" proposes to provide technological transformation subsidies for biomass processing plants with an annual processing capacity of over 10000 tons, providing financial support for the large-scale development of Juncao Arundo Donax L processing.
4. Carbon Pool: A Strategic Carrier for Negative Carbon Economy
The "Main Plan" requires "enhancing the carbon sequestration and sink enhancement function of forests" (Article 4 of Part II), and the "Action Plan for Science and Technology Empowerment" further proposes "developing negative carbon energy crops and establishing carbon sink accounting standards". As the world's first high-yield energy grass to pass the certification of new plant species rights, the Juncao Arundo Donax L has become the "green gold" of China's biomass energy industry under the "dual carbon" strategy, with disruptive advantages such as "one year planting, annual harvesting", "carbon sequestration efficiency 30 times that of forests", and "pyrolysis can produce green hydrogen+biochar". It meets the requirements of the "Science and Technology Empowerment Action Plan" to create a technological model for the construction of the "Tianfu Forest Four Banks". The Financial Notice clarifies that "carbon sequestration projects included in the carbon inclusive platform will be provided with carbon sequestration yield pledge loans", providing financial instrument support for the market-oriented trading of Juncao Arundo Donax L carbon sequestration.

二、政策对接路径:“1+N”政策矩阵的落地支撑
四川省围绕“天府森林四库”构建的“1+N”政策矩阵(《主方案》+配套文件),为菌草芦竹的发展提供了“科技-种苗-碳汇-金融”全链条支持,具体对接路径如下:
1. 科技赋能:联合攻关与标准制定
《科技赋能行动方案》提出“建立‘四库’科技协同创新中心”,支持企业与科研院所联合开展技术攻关。四川省易通能源科技有限公司(以下简称“易通能源”)可重点推进:
· 技术合作:与四川省林科院、四川农业大学等机构合作,申报“菌草芦竹生态修复技术”“菌草芦竹饲料转化工艺”等课题,争取《科技赋能行动方案》的财政补助政策;
· 标准制定:参与《四川省能源作物碳汇核算标准》《林下复合种植技术规程》等地方标准编制(《科技赋能行动方案》明确“鼓励企业主导或参与标准制定”),提升行业话语权。
2. 种苗保障:优质资源与规模推广
《种苗方案》提出“到2027年,建成10个‘四库’专用种苗繁育基地,保障年供优质种苗5000万株”。易通能源可通过以下路径对接:
· 种苗认证:将菌草芦竹种苗申报《种苗方案》“重点推广品种”,通过省级专家评审后,可纳入“天府森林四库”种苗采购目录,享受“种苗价格30%补贴”;
· 基地共建:与省林草局合作建设“菌草芦竹种苗繁育示范基地”,符合《种苗方案》“企业参与种苗基地建设可获用地指标倾斜”的政策,优先保障100亩繁育用地。
3. 金融支持:多元工具与精准滴灌
《金融通知》与农发行《金融服务实施意见》提出“建立‘四库’项目白名单,提供专属信贷产品”。易通能源可重点利用:
· 碳汇收益权质押贷款:以菌草芦竹基地未来碳汇收益权为质押,向农发行申请贷款(《金融通知》明确“贷款额度可达碳汇预期收益的80%,利率下浮20%”);
· 绿色产业专项授信:通过农发行“天府森林贷”产品,申请最高5000万元授信(《金融服务实施意见》规定“项目符合‘四库’导向的,贷款期限最长15年,担保方式可放宽至信用担保”);
· 设备购置补贴贷款:对生物质加工厂设备采购,可叠加《科技赋能行动方案》“设备补贴30%”与《金融通知》“设备贷款贴息2%”政策,综合降低投资成本。
2、 Policy docking path: the implementation support of the "1+N" policy matrix
The "1+N" policy matrix (Main Plan+Supporting Documents) constructed by Sichuan Province around the "Four Treasures of Tianfu Forest" provides full chain support for the development of Juncao Arundo Donax L, including "technology seedling carbon sink finance". The specific docking path is as follows:
1. Technology empowerment: joint research and standard setting
The "Action Plan for Technology Empowerment" proposes to establish a "Four Libraries" technology collaborative innovation center to support joint technological research and development between enterprises and research institutes. Sichuan Yitong Energy Technology Co., Ltd. (hereinafter referred to as "Yitong Energy") can focus on promoting:
·Technical Cooperation: Cooperate with institutions such as Sichuan Academy of Forestry and Sichuan Agricultural University to apply for projects such as "Mushroom Grass and Bamboo Ecological Restoration Technology" and " Juncao Arundo Donax L Conversion Technology", and strive for financial subsidies under the "Science and Technology Empowerment Action Plan";
·Standard formulation: Participate in the formulation of local standards such as the Sichuan Energy Crop Carbon Sequestration Accounting Standard and the Technical Regulations for Under Forest Composite Planting (the Science and Technology Empowerment Action Plan clearly encourages enterprises to lead or participate in standard formulation), and enhance industry discourse power.
2. Seed and seedling guarantee: high-quality resources and scale promotion
The 'Seed Plan' proposes to establish 10 'Four Banks' dedicated seed breeding bases by 2027, ensuring an annual supply of 50 million high-quality seedlings. Yitong Energy can be connected through the following paths:
·Seed certification: Apply for the "Key Promotion Variety" of the "Seed Plan" for Juncao Arundo Donax L seedlings. After passing the provincial expert review, they can be included in the "Tianfu Forest Four Banks" seedling procurement catalog and enjoy a "30% subsidy on seedling prices";
·Base Co construction: Cooperate with the Provincial Forestry and Grassland Bureau to build a " Juncao Arundo Donax L Seedling Breeding Demonstration Base", which complies with the policy of "tilted land use indicators for enterprises participating in seedling base construction" in the "Seedling Plan", and prioritizes the protection of 100 acres of breeding land.
3. Financial support: diversified tools and precise drip irrigation
The "Financial Notice" and the "Implementation Opinions on Financial Services" of the Agricultural Development Bank of China propose to establish a "Four Treasuries" project whitelist and provide exclusive credit products. Yitong Energy can focus on utilizing:
·Pledge loan for carbon sequestration income rights: Using the future carbon sequestration income rights of the Juncao Arundo Donax L base as collateral, apply for a loan from the Agricultural Development Bank of China (the "Financial Notice" specifies that "the loan amount can reach 80% of the expected carbon sequestration income, with a 20% interest rate reduction");
·Green Industry Special Credit: Apply for a maximum credit of 50 million yuan through the Agricultural Development Bank's "Tianfu Forest Loan" product (the "Implementation Opinions on Financial Services" stipulate that "for projects that comply with the" Four Treasures "orientation, the loan term can be up to 15 years, and the guarantee method can be relaxed to credit guarantee");
·Equipment purchase subsidy loan: For the procurement of equipment for biomass processing plants, the "30% equipment subsidy" policy in the "Technology Empowerment Action Plan" and the "2% equipment loan discount" policy in the "Financial Notice" can be combined to comprehensively reduce investment costs.

三、企业实践方向:以政策为导向的落地建议
结合“1+N”政策矩阵,易通能源可分阶段推进菌草芦竹的规模化发展:
短期(2025—2026年):示范基地与政策试点
· 建设500亩“四库”功能协同示范基地:整合“水源涵养(水库)+林下饲料(粮库)+生物质加工(钱库)+碳汇交易(碳库)”四大功能,申报《主方案》“天府森林四库”示范标牌(获评后可获40%投资补贴);
· 对接种苗与科技政策:完成菌草芦竹种苗省级认证,联合科研机构启动“菌草芦竹碳汇核算”课题,争取2026年纳入《科技赋能行动方案》重点项目库。
中期(2027—2028年):产业扩张与标准输出
· 复制推广示范模式:依托《种苗方案》种苗保障能力,在长江上游干支流、四川盆周山区等地新建3~5个千亩级基地,对接《主方案》“长江上游干支流生态修复工程”等重大项目;
· 主导标准制定:推动《菌草芦竹碳汇核算地方标准》发布,通过《科技赋能行动方案》“标准制定奖励”政策(单个标准最高奖励100万元),强化行业技术壁垒。
长期(2029—2030年):国际对接与价值深化
· 拓展国际碳汇市场:通过《主方案》“对接欧盟CBAM机制”要求,开发热解多联产制氢、甲醇、生物炭等产品,完成菌草芦竹碳足迹认证,推动碳汇进入国际市场;
· 延伸产业链条:依托《科技赋能行动方案》“支持生物基材料研发”政策,开发菌草芦竹纤维板、可降解包装材料、热解多联产制氢(生物炭)等产品,从“能源作物”向“生物基材料供应商”升级。
3、 Enterprise Practice Direction: Policy oriented Implementation Suggestions
Based on the "1+N" policy matrix, Yitong Energy can promote the large-scale development of Juncao Arundo Donax L in stages:
Short term (2025-2026): Demonstration Bases and Policy Pilots
·Construct a 500 acre "Four Treasures" functional collaborative demonstration base: integrate the four major functions of "water source conservation (reservoir)+understory feed (grain depot)+biomass processing (treasury)+carbon trading (carbon depot)", and apply for the "Tianfu Forest Four Treasures" demonstration sign in the "Main Plan" (which can receive a 40% investment subsidy after evaluation);
·Docking seedlings and technology policies: Complete provincial-level certification of Juncao Arundo Donax L seedlings, collaborate with scientific research institutions to launch the " Juncao Arundo Donax L Carbon Sequestration Accounting" project, and strive to be included in the key project library of the "Science and Technology Empowerment Action Plan" by 2026.
Mid term (2027-2028): Industrial Expansion and Standard Output
·Copy and promote the demonstration model: relying on the seedling guarantee capability of the "Seedling Plan", build 3-5 thousand acre level bases in the upper reaches of the Yangtze River and the surrounding mountainous areas of the Sichuan Basin, and connect with major projects such as the "Main Plan" and the "Ecological Restoration Project of the Upper Reaches of the Yangtze River";
·Leading standard setting: Promote the release of the "Local Standards for Carbon Sequestration Accounting of Fungi, Grass, and Bamboo", and strengthen industry technical barriers through the "Standard Setting Incentive" policy of the "Science and Technology Empowerment Action Plan" (with a maximum reward of 1 million yuan for a single standard).
Long term (2029-2030): International docking and deepening of value
·Expanding the international carbon sink market: By aligning with the requirements of the EU CBAM mechanism in the "Main Plan", we will develop products such as hydrogen production through pyrolysis, methanol, and biochar, complete carbon footprint certification for Juncao Arundo Donax L, and promote the entry of carbon sinks into the international market;
·Extending the industrial chain: Based on the policy of "supporting the research and development of bio based materials" in the "Technology Empowerment Action Plan", we will develop products such as Juncao Arundo Donax L fiberboard, degradable packaging materials, and pyrolysis multi generation hydrogen production (biochar), upgrading from "energy crops" to "bio based material suppliers".

四、未来展望:政策驱动下的产业前景
根据《主方案》目标,到2027年四川“四库”建设将实现“森林蓄水能力达950亿立方米、林业综合产值7500亿元、年碳汇量0.95亿吨”三大核心指标;到2030年,林业综合产值将突破1万亿元(《主方案》第一部分“总体要求”)。菌草芦竹作为“四库”建设的核心载体,将在以下领域迎来爆发式增长:
· 生态修复领域:随着《主方案》“国土绿化综合项目”推进,菌草芦竹将成为四川生态修复的“标配物种”,预计2030年种植面积突破500万亩;
· 生物质能源领域:依托《金融通知》“生物质能源替代项目”支持,菌草芦竹制氢、生物质燃料、生物天然气等将逐步替代燃煤、燃油、天然气等化石能源,市场规模达数百亿级;
· 碳汇经济领域:通过“天府碳普惠平台”与国际碳市场对接,菌草芦竹碳汇将成为四川绿色经济的“新名片”,预计2030年碳汇交易年收入超数十亿元。
结语:四川省“天府森林四库”的“1+N”政策矩阵,为菌草芦竹提供了从技术研发、种苗供应到金融支持的全链条保障。易通能源可通过深度对接政策、强化科技协同、拓展产业生态,推动菌草芦竹从“技术优势”向“产业优势”转化,助力四川建成全国“森林四库”建设标杆。
4、 Future prospects: Industry prospects driven by policies
According to the objectives of the "Main Plan", by 2027, the construction of the "Four Reservoirs" in Sichuan will achieve three core indicators: a forest water storage capacity of 95 billion cubic meters, a comprehensive forestry output value of 750 billion yuan, and an annual carbon sink of 95 million tons; By 2030, the comprehensive output value of forestry will exceed 1 trillion yuan ("Overall Requirements" in Part One of the Main Plan). As the core carrier of the "Four Treasures" construction, Juncao Arundo Donax L will experience explosive growth in the following areas:
·In the field of ecological restoration: With the promotion of the "National Land Greening Comprehensive Project" in the "Main Plan", Juncao Arundo Donax L will become the "standard species" for ecological restoration in Sichuan, and it is expected that the planting area will exceed 5 million mu by 2030;
·In the field of biomass energy: With the support of the "Biomass Energy Replacement Project" in the Financial Notice, hydrogen production from Juncao Arundo Donax L, biomass fuel, and bio natural gas will gradually replace fossil fuels such as coal, oil, and natural gas, with a market size of tens of billions;
·In the field of carbon sequestration economy: Through the integration of the "Tianfu Carbon Inclusive Platform" with the international carbon market, Juncao Arundo Donax L carbon sequestration will become the "new business card" of Sichuan's green economy. It is expected that the annual revenue from carbon sequestration trading will exceed several billion yuan by 2030.
Conclusion: The "1+N" policy matrix of the "Four Treasures of Tianfu Forest" in Sichuan Province provides a full chain guarantee for Juncao Arundo Donax L, from technology research and development, seedling supply to financial support. Yitong Energy can promote the transformation of Juncao Arundo Donax L from "technological advantages" to "industrial advantages" by deeply aligning policies, strengthening technological collaboration, and expanding industrial ecology, helping Sichuan to build a national benchmark for the construction of "Four Forest Reservoirs".
附件:四川省已构建天府森林四库“1+N”政策体系
Attachment: Sichuan Province has established the "1+N" policy system for the Four Reservoirs of Tianfu Forest

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