Xin Lang Cai Jing·2025-06-03 03:04Core Viewpoint - The livestock farming index in China shows a strong upward trend, with specific stocks experiencing significant gains, indicating a positive market sentiment in the livestock sector [1][2]. Group 1: Market Performance - As of June 3, 2025, the China Livestock Farming Index (930707) increased by 1.02%, with notable stock performances including Xiangjia Co., Ltd. (002982) up by 8.30%, Haida Group (002311) up by 2.89%, and Shennong Group (605296) up by 2.75% [1]. - The Livestock ETF (159867) rose by 0.49%, marking a third consecutive increase [1]. Group 2: Price Trends - Recent market data indicates a fluctuating rise in pig prices ahead of the holiday, driven by a reluctance among farming entities to sell at low prices and an increase in slaughterhouse demand due to pre-holiday stocking [1]. - The average weight of pigs sold slightly decreased last week, suggesting a potential shift in market dynamics as the industry prepares for seasonal changes [1]. Group 3: Future Outlook - Short-term projections suggest that rising temperatures may lead to increased weight gain in livestock, but the overall pig price is expected to face downward pressure due to seasonal consumption trends [1]. - In the medium term, a gradual recovery in the national breeding sow inventory is anticipated, with quality pig enterprises likely to achieve unexpected profits through increased sales and reduced costs despite a downward trend in the pig cycle expected in 2025 [1]. Group 4: Index Composition - The top ten weighted stocks in the China Livestock Farming Index (930707) include Haida Group (002311), Muyuan Foods (002714), Wens Foodstuff Group (300498), and others, collectively accounting for 68.9% of the index [2].