畜牧ETF(159867)上涨近1%，机构称行业“反内卷”利好明年猪价

Group 1 - The livestock industry is experiencing positive momentum driven by government policies aimed at controlling production capacity and stabilizing pork prices, indicating a commitment to high-quality development in the pig market [1][2] - The decline in the weight of pigs being sold may help reduce inventory and stabilize short-term pork prices, while the impact of a decrease in breeding sows may not be felt until the second half of next year [1] - If both the reduction in breeding sows and the decrease in weight are sustained, pork supply will significantly decrease next year, potentially leading to a gradual increase in pork price levels in the second half of the year [1] Group 2 - The China Livestock Breeding Index (930707) has shown an increase of 0.67%, with notable gains in constituent stocks such as Jinxinnong (up 2.49%) and Haili Biological (up 2.26%) [1] - The top ten weighted stocks in the China Livestock Breeding Index account for 64.83% of the index, including major companies like Muyuan Foods and Wens Foodstuffs [2]