泰国禽肉企业输华暂停，畜牧ETF(159867)机会凸显

Group 1 - The core viewpoint indicates that the suspension of qualifications for several Thai poultry companies by the General Administration of Customs has led to a halt in poultry imports from Thailand, along with restrictions on imports from Brazil and the United States, potentially causing structural price increases in frozen products, particularly chicken feet and wings, by 20-30% due to a short-term supply gap of 5% [1] - As of August 6, 2025, the China Securities Livestock Breeding Index (930707) shows mixed performance among its constituent stocks, with Jinhe Biological leading with a 2.50% increase, while Xiongdi Technology experienced a 2.18% decline [1] - The Livestock ETF (159867) is closely tracking the China Securities Livestock Breeding Index, which includes companies involved in livestock feed, veterinary drugs, and livestock farming, reflecting the overall performance of listed companies in the livestock sector [1] Group 2 - As of July 31, 2025, the top ten weighted stocks in the China Securities Livestock Breeding Index (930707) account for 64.83% of the index, with major companies including Muyuan Foods, Wens Foodstuff Group, and Haida Group among others [2]