7月生猪行业盈利质量改善，“养猪ETF”——养殖ETF（159865）盘中迎净流入，连续3日净流入超2亿元

Group 1 - The core viewpoint indicates that the breeding sector is experiencing increased capital inflow, with the breeding ETF (159865) seeing a net inflow of 6 million units and over 200 million yuan in the past three days [1] - In July, the profit from self-breeding and self-raising of pigs improved month-on-month, with pig prices rebounding from a low of 24.1 yuan/kg to a mid-August peak of 21.06 yuan/kg, before experiencing a decline [1] - As of July 16, 2025, the pig price was 14.96 yuan/kg, reflecting an 8% decrease compared to the end of 2024 [1] Group 2 - The profit from self-breeding pigs was reported at 90.89 yuan per head, while the profit from purchased piglets was negative at -18.66 yuan per head [1] - The number of breeding sows in China was recorded at 40.42 million heads at the end of May, showing a slight month-on-month increase of 0.1% [1] - The breeding sector is expected to maintain a relatively stable average price throughout 2025, with potential variations due to the optimization of costs by leading pig companies and changes in production capacity and market conditions [1]