近日，农业农村部和生态环境部联合印发了《国家土壤环境监测网农产品产地土壤环境监测工作方案（试行）》。

12 月 4 日，2018 两岸企业家峰会在厦门开幕。农业农村部办公厅主任广德福在“现代农业融合发展”分论坛上发表致辞。

p.p1 {margin: 0.0px 0.0px 0.0px 0.0px; font: 9.0px Verdana}The Americas farm management software and services market comprises major companies providing software and services for yield monitoring and farm mapping, weather monitoring and forecasting, animal health monitoring, lighting management, and feeding management among others. This varied range of market participants provide opportunities to other players willing to bear the high risks involved in the industry. This chapter details the latest strategies and developments adopted by the key market players in the farm management software and services market. In order to lead the market as well as engage in the process of market growth, a company needs to work in collaboration with the top market leaders, acquire the relatively weaker companies, bring new products and services to the market, and improve the existing products. Some of the key strategies adopted by the key market players are listed in the following figure

Our forecasts for corn consumption have been revised for all three countries. In Angola we now see demand reaching 2.2mn tonnes in 2018 before continuing to rise by an average annual growth rate of 3.0% to a level of 2.3mn tonnes in 2022. In Botswana we now see demand reaching 265,000 tonnes in 2018 before continuing to rise by an average annual growth rate of 2.95% to a level of 245,000 tonnes in 2022. In Namibia we now see demand reaching 240 tonnes in 2018 before remaining flat at the same level across our forecast period. We have revised down our forecasts for wheat production in Namibia in this update. We now see output reaching 11,000 tonnes in 2018 before contracting by an average annual growth rate of 12.2% to a level of 6,000 tonnes in 2022.

A Kazakh and Hungarian private equity firm has provided financing for the Aina Dairy Farm in the Akmola region of Kazakhstan. USD10.4mn was provided by the CCL Kazakhstan Silk Road Agricultural Growth Fund. The European Bank for Reconstruction and Development (EBRD) and the FAO are working with Kazakh authorities to modernise the dairy sector, by implementing digital solutions, such as geographic information systems (GIS), for instance. The Kazakh Ministry of Agriculture has revealed plans to create 31 mini-centres for milk-processing to boost value addition within the domestic dairy industry.

自2017年起，政府治理因生猪养殖造成的环保问题的力度加大。2018年在环保问题上延续了同等的力度。2018年上半年，因前期猪价高位造成行业产能过剩，导致生猪价格大幅下跌。2018年下半年，非洲猪瘟疫情在我国多个地区出现。为控制疫情，生猪调运受到限制。

不论规模化如何发展，猪价周期波动的特征始终存在。本轮猪价下跌周期从2016 年 5 月开始，至今下跌期已经历 30 个月。本轮下跌周期中，全国性的养殖亏损周期长度虽然还较短，但是亏损期的亏损幅度却已经超过上轮周期。行业低点由现金流成本决定，这轮猪价低点不仅已经低于上轮下行周期的最低点，而且也低于行业的现金流成本。

宏观层面，CPI上行期农业板块均有不俗表现，借明年通胀预期抬升东风，农业投资或有明显超额收益。同时，2018年上半年低谷过后，三季度板块业绩同比小幅增长5.5%，环比大幅改善，板块盈利边际向好趋势已现，2019年涨价逻辑或将是推升行业投资收益的核心因素。

截至12 月9 日，非洲猪瘟情已发生87 起，持续4 月之久。全国有21 个省（直辖市）发生非洲猪瘟疫情，其中，首次发生疫情的辽宁省已累计发生14 起；其次是安徽省发生9 起。疫情发生后，有关部门及时对疫区进行了封锁。截至12 月9 日，已有10 个省28 个疫点地区按规定解除了封锁。

8 年 5 月，猪价出现年内最低点，养殖户陷深度亏损达 10 周，本次周期完整区间或已显现（2014.4-2018.5）。结合二元母猪与生猪比价、疫情发展情况来看，母猪补栏积极性进入低迷期，产能去化进行中。预计新一轮猪价上扬或在2019 年二季度开始，在此之前或处于震荡期。在行业复苏上行之前，正是配置该板块的最佳时点。 

2018 年1-11 月（2018.01.01-2018.11.30）申万农林牧渔指数下跌21.97%，同期沪深300 指数下跌21.29%，行业跑输沪深300 指数0.68 个百分点，在申万28 个行业中排名第7 位。2018 年前三季度基金对农业的持股比例呈现低位波动，相对A 股的持股比例也处于近8 年的历史低位。

2018 年农业板块投资机会主要来自于畜禽养殖、宠物板块。白羽鸡行业高景气以及下半年非洲猪瘟疫情影响下的猪周期预期反转，导致畜禽养殖板块大幅跑赢指数；饲料板块表现继续分化，海大集团凭借综合优势，产能、销量继续维持较高增长，我们同时观察到受成本波动影响、下游盈利下滑，饲料企业整体盈利能力出现下降；疫苗板块，市场苗领域竞争加剧，龙头企业努力把握口蹄疫猪 OA 双价替代机遇；国内宠物行业规模继续蓬勃发展，佩蒂股份凭借新产品研发、下游客户优势，业绩实现快速增长；大宗农产品整体缺乏上行机会的背景下，糖、橡胶等企业盈利表现一般；玉米政策调整以及种植面积缩减，杂交玉米公司冲击明显。