Workflow
畜牧ETF(159867)受益供需预期,中证畜牧指数涨1.41%
Xin Lang Cai Jing·2025-05-20 03:48

Group 1 - The livestock ETF (159867.SZ) increased by 1.16%, with the related index, the CSI Livestock Index, rising by 1.41% [1] - Major constituent stocks such as Haida Group, Ruipeng Biological, and Juxing Agriculture saw significant increases, with Ruipeng Biological up by 12.46% [1] - The Hong Kong government announced a suspension of imports of poultry and poultry products from certain regions in Brazil and the United States due to outbreaks of highly pathogenic H5N1 avian influenza, which has led to increased attention on the domestic livestock industry [1] Group 2 - According to Citic Securities, the pig price is expected to show a weak fluctuation due to post-holiday demand decline and increased large pig slaughter, while the white feather chicken breeding sector may also experience weak price fluctuations due to easing supply tensions [2] - The analysis from Industrial Securities focuses on the beef cattle breeding industry, highlighting the advantages of imported breeds like Simmental in growth rate and slaughter yield, while local breeds maintain competitive adaptability [2] - The livestock ETF is associated with several key stocks, including Haida Group, Muyuan Foods, and Wens Foodstuffs, among others [2]