关注政策端因素，资金布局养殖板块，养殖ETF（159865）连续5日净流入额超1亿元

Group 1 - The average price of external three-yuan pigs in China on June 13 was 14.02 yuan/kg, a week-on-week decrease of 0.21%. The average price of 15 kg piglets was 32.89 yuan/kg, down 4.69% week-on-week [1] - The average weight of market pigs this week was 128.82 kg, a decrease of 0.35 kg week-on-week. The national frozen product storage capacity rate was 13.89%, an increase of 0.09 percentage points [1] - After a short-term decline in pig prices, the breeding sector's resistance to price drops has increased, leading to a gradual easing of large-scale slaughtering. However, terminal demand remains weak due to high temperatures, resulting in low slaughter volumes and insufficient terminal consumption [1] Group 2 - The future pig prices are expected to return to the cyclical logic based on the number of breeding sows, influenced by the clearance of backlog fat pigs and reduced secondary fattening [1] - Policy factors are crucial in regulating pig production capacity and influencing industry development trends, with a focus on the potential impact of industrial policies on industry behavior [1] - Investors without stock accounts may consider the Guotai Zhongzheng Livestock Breeding ETF Link A (012724) and Guotai Zhongzheng Livestock Breeding ETF Link C (012725) [1]