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猪价新一轮上行或逐步开启,养殖ETF(516760)逆市上涨
Sou Hu Cai Jing·2025-08-26 02:31

Group 1 - The pig farming sector experienced a rise in stock prices, with the breeding ETF (516760) increasing by 0.43% and key stocks like Xinghuo Technology (600866) and Muyuan Foods (002714) rising by 2.04% and 2.02% respectively [1] - The National Development and Reform Commission reported that the national average pig-to-grain price ratio fell below 6:1, prompting the government to initiate central frozen pork reserves, with 10,000 tons to be stored on August 25 and 19,000 tons from August 26 to 29 [1] - The storage initiative is expected to boost market sentiment for pig prices, which are anticipated to rise due to previous factors such as outbreaks of disease and oversupply, leading to a reduction in supply and improved consumption at the end of the month [1] Group 2 - The breeding ETF closely tracks the China Securities Livestock Breeding Index, which includes companies involved in livestock feed, veterinary drugs, and livestock farming, reflecting the overall performance of related listed companies [2] - The latest price-to-earnings ratio (PE-TTM) for the breeding ETF is 13.71 times, which is below the historical average of 15.46%, indicating that the valuation is low compared to 84.54% of the time over the past three years [2] - The current low valuation of the sector suggests a high margin of safety, prompting a recommendation to actively monitor the breeding ETF (516760.SH) [2]