根据Wind 数据显示，公募基金2020 年4 季度报告基本披露完毕。我们以申万农林牧渔成分股为主，对基金的农林牧渔板块持仓情况及其变化趋势进行分析。统计口径选取为主动偏股+灵活配置型基金前十大重仓股，标准配置比例计算为行业的自由流通市值占A 股总体自由流通市值的比重。

本周猪价小幅回落。截至1 月22 日，国内外三元生猪均价为35.12元/kg，较上周价格下跌1.20 元左右；仔猪价格震荡，目前价格约为84.09元/kg，较上周价格下跌0.11 元左右；白条肉均价约为45.37 元/kg，较上周价格下跌1.69 元左右。

Molasses is a byproduct of the sugar refining industry. A hundred tons of sugar cane will give 10-11 tons of sugar and 34 tons of molasses. Sugar cane molasses is an organic waste material obtained from raw sugar during the refining process at sugar refineries. The effects of cane molasses percentage replacement on bitumen were examined by means of a various laboratory tests including PG (Performance Grade), RTFO (Rolling Thin- Film Oven).

Pure coconut water is the clear liquid found inside green coconuts. Nutritionally, coconut water does contain some nutrients, including the B vitamins Riboflavin (B2), Niacin (B3), pantothenic acid, folic acid, biotin, as well as trace amounts of thiamin (B1), Vitamin C, potassium, and sodium. Pure coconut water is made available in various flavors by the key players in the market. For analysis, the report is segmented into packaging type, flavor, portion size, end user, distribution channel, and region. The report scope includes various packaging types of pure coconut water, including plastic bottles, tetra packs, and cans. The categories of pure coconut water considered in the scope of the study include original flavor, fruit flavor, chocolate flavor, and others. The portion size segment includes small portion (less than 600ml) and large portion (more than 600ml). Based on end user, it is segmented into household, food services, catering services, and others. Moreover, it highlights the revenue generated from the sale of pure coconut water through various distribution channels such as direct distribution and retail distribution. Furthermore, it includes the revenue generated from sales of pure coconut water across North America, Europe, Asia-Pacific, and LAMEA.

2021 年是“十四五”开局之年，中央经济工作会议强调要保障粮食安全，关键在于落实藏粮于地、藏粮于技战略。

12 月 28 日至 29 日，中央农村工作会议在北京举行。习近平在会上强调，脱贫攻坚取得胜利后，要全面推进乡村振兴，这是“三农”工作重心的历史性转移。