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畜牧ETF(159867)上涨近1%,收储政策提振市场信心

Group 1 - The China Livestock Breeding Index (930707) increased by 0.72% as of August 26, 2025, with key stocks such as Xinghuo Technology (600866) rising by 2.04% and Muyuan Foods (002714) by 2.02% [1] - Pig prices are showing signs of stabilization after a prolonged decline, with major quotes in northern regions remaining stable and leading enterprises in Henan experiencing slight increases [1] - The government plans to conduct a central frozen pork reserve collection, with a notice issued for a bidding transaction of 10,000 tons of frozen pork on August 25 [1] Group 2 - The livestock ETF (159867) closely tracks the China Livestock Breeding Index, which includes listed companies involved in livestock feed, veterinary drugs, and livestock farming [2] - As of July 31, 2025, the top ten weighted stocks in the China Livestock Breeding Index accounted for 64.83% of the index, with Muyuan Foods (002714) and Wens Foodstuff Group (300498) being the largest contributors [3] Group 3 - China Galaxy Securities emphasizes the importance of a balanced investment strategy in the pig farming industry, predicting a potential year-on-year decline in pig prices by 2025, while costs are expected to decrease, leading to better-than-expected profits for quality pig farming companies [1] - The price of yellow chickens is correlated with pig prices, and given the low supply side, there is potential for price increases in the future [1]