收储助推猪价见底回升，养殖ETF(516760)逆市涨0.72%

Group 1 - The pig farming sector experienced a rise in stock prices, with the breeding ETF (516760) increasing by 0.72% and key stocks such as Muyuan Foods (002714) up by 3.02%, Shennong Development (002299) by 2.14%, and Wens Foodstuff Group (300498) by 1.73% [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 reserve storage, with 10,000 tons to be stored on August 25 and 19,000 tons from August 26 to 29 [1] - The storage initiatives are expected to support pig prices, which are anticipated to begin a new upward trend due to previous factors such as the pandemic and large pig sales leading to overselling [1] Group 2 - The breeding ETF closely tracks the CSI Livestock Breeding Index, which includes listed companies involved in livestock feed, veterinary drugs, and livestock farming, reflecting the overall performance of the livestock breeding sector [2] - The latest price-to-earnings ratio (PE-TTM) for the CSI Livestock Breeding Index 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 and high safety margin in the sector suggest that investors should actively consider the breeding ETF (516760.SH) [2]