6 月 8 日，农业农村部部长韩长赋主持召开部常务会议，传达学习中央有关会议精神，研究部署乡村振兴和品牌强农等工作。

In 2016 Poland’s agricultural sector including hunting, forestry and fishing accounted for 2.38% of GDP and 16% of total employment. The gross value added (GVA) of the sector reached PLN 44.23bn, up 11.6% y/y. There were 2.391mn employees working in the agriculture sector, which is highly fragmented with 74.6% of farms having an area of under 10 ha. Farms with over 15 ha of land make up 15.2% of all Polish farms, but use 60.6% of the agricultural area. Poland is a significant EU agricultural producer. It was the largest producer of apples, the second-largest producer of potatoes and the third-largest producer of cereals in 2016. According to estimates by the statistics office, in 2017 the cereal harvest reached 32.21mn tonnes, 8% higher y/y.

In 2016 the gross value added (GVA) of the Romanian agriculture, forestry and fishing sector reached RON 29,654.2mn and accounted for 4.34% of Romania’s total GVA and 3.89% of GDP. There were 1.726mn persons employed in the sector, which accounted for 20.8% of total employment in the Romanian economy. Romania has significant agricultural production potential due to its size and natural conditions, which include good quality soils. However, this potential cannot be realised because of an unfavourable farm structure. Agricultural holdings of less than 1 ha accounted for 53% of the total number of farms in 2016. Extreme fragmentation affects productivity and average yields, which in Romania are lower than those of the most productive EU countries. Despite this fragmentation Romania is an important agricultural producer – being the second-largest producer of grain maize in the EU and its third-largest producer of oilseeds.

当下生猪养殖正在筑底，禽链供给端持续紧缩，均存在整体性布局机会，从量利角度首推正邦科技、民和股份；养殖后周期行业以挤压式发展为主，饲料推荐成本端具备集中采购和具有丰富套期保值经验的海大集团；种业方面关注玉米，推荐玉米业务内生势头强劲，外延正在落地的隆平高科。

三农帮助我国工业化实现原始积累，支撑了经济多年的平稳发展。如今，我 国城市化率不断提高，农村作为缓冲垫的功能正在消失，防止下一次经济硬着陆就必然 要再平衡农村和城市。我们认为，国家应该顺应资本过剩之势，引导资本出海和下乡， 那么外有一带一路，内有乡村振兴，要更加注重区域平衡，缓解社会矛盾。在这个过程 中，不但能提振消费，而且龙头农业企业有望拿到更多资源，实现转型升级，增强国家 资本力量