4 月 20 日，农业农村部就一季度农业农村经济运行情况举行新闻发布会。 

由于去年冬季非瘟疫情抬头导致仔猪数量显著下降，将加大2021年6-8月生猪供给短缺，预计猪价在6-8月有望反弹，此外，猪价反弹有望提振白羽肉鸡市场，我们认为白羽肉鸡行情在2021 年6-8 月也同样将表现靓丽，基本面有望超预期。

年初至今农业板块弱于沪深300，动保表现突出 年初至6 月4 日农林牧渔板块-2.7%，同期沪深300 上涨0.33%，跑输市场整体表现。在申万行业分类中排名靠后。受益于养殖后周期逻辑、糖价上行等因素，动物保健（+20%）、农产品加工板块（+4.6%）涨幅较大；由于猪周期下行，以生猪养殖为主的企业跌幅较大，饲料、畜禽养殖板块-7.8%、-16.2%。

财政部等 11 个部门日前联合印发了《关于继续支持脱贫县统筹整合使用财政涉农资金工作的通知》，明确了 2021-2023 年支持脱贫县延续整合试点政策，2024-2025 年，政策实施范围调整至国家乡村振兴重点帮扶县。

4 月 6 日，国新办发表《人类减贫的中国实践》白皮书，并举行新闻发布会。有记者问如何让 1 亿多的新脱贫人口逐步进入中等收入群体。

电商渠道给经销商带来极大挑战，经销商在品牌上着力。冻干主食、猫主食罐、功能性零食更加差异化、细分化与创新化。宠物用品智能化、保健营养品层出不穷。中国宠物食品在供应链体系上优势明显。宠业新流量电商注重品牌力、个性化内容营销。

Over the past few years, there has been a growing demand for Sulphur Bentonite fertilizers in the agriculture industry, all over the world. Sulphur Bentonite is a micronutrient and it is one of the vital constituents of amino acids, utilized majorly in enhancing metabolic functions of plants. It also improves the efficiency of many other nutrients that are crucial for a good crop yield. The evolution of the market stems from the need for addressing the predominant Sulphur deficiency in plants, mostly in parts of Asia Pacific and Latin America. The presence of Sulphur deficiency can be lethal especially to some plants, such as in oilseed production. That aside, Sulphur Bentonite also finds its use in industries such as the oil and gas in drilling applications, wastewater treatment, power, food and beverages, and chemicals.