Group 1 - The core viewpoint of the article highlights a significant inflow of capital into the livestock sector, with the Livestock ETF (159865) seeing a net inflow of 51 million units, indicating strong investor interest in livestock assets [1] - The policy environment for the livestock sector is improving, as the Ministry of Agriculture and Rural Affairs held a meeting on July 23 to promote high-quality development in the pig industry, emphasizing strict implementation of production capacity control measures [1] - Specific measures discussed include the reasonable elimination of breeding sows, appropriate reduction of breeding sow inventory, and strict control of new production capacity, alongside encouraging collaboration between large enterprises and smallholders to share industry development benefits [1] Group 2 - The Livestock Association plans to hold a meeting on August 13 to discuss concrete measures such as reducing breeding sows by 1 million heads, limiting secondary fattening, and lowering the average weight of pigs at market [1] - Relevant institutions suggest that the livestock sector may have entered a configuration phase, with attention on the marginal changes in the Livestock ETF (159865) [1] - For investors without stock accounts, alternative options include the Guotai CSI Livestock Breeding ETF Link A (012724) and Guotai CSI Livestock Breeding ETF Link C (012725) [1]
“养猪ETF”——养殖ETF(159865)盘中净流入超5000万份!机构:政策面看,养殖板块向好
Sou Hu Cai Jing·2025-08-13 06:58