Group 1 - The core viewpoint is that the livestock sector is experiencing increased investment interest, particularly in the breeding ETF (159865), which saw a net inflow of 157 million units today, indicating strong demand for breeding assets [1] - According to Xinyi Securities, there is an opportunity to capitalize on the high-quality development dividends in the industry by focusing on the cost-advantaged pig farming sector. Despite low price volatility and a slowdown in expansion, continuous cost optimization and industry consolidation can still drive profit growth for companies with cost advantages [1] - Related institutions suggest that the livestock sector may have gradually entered a configuration range, with attention on the marginal changes of the breeding ETF (159865). For investors without stock accounts, they can consider the Guotai CSI Animal Husbandry Breeding ETF Link A (012724) and Link C (012725) [2]
“养猪ETF”——养殖ETF(159865)今日盘中净流入超1.5亿份!连续5日净流入超2.3亿元!资金抢筹,火热布局养殖板块
Mei Ri Jing Ji Xin Wen·2025-08-25 07:17