Group 1 - The pig farming sector has seen a collective surge, with the breeding ETF (516760) rising by 3.21%, marking a three-day consecutive increase [1] - Major stocks in the sector, such as Lihua Co. (300761), Xiaoming Co. (300967), and Shennong Group (605296), experienced significant gains of 7.95%, 5.70%, and 5.54% respectively [1] - The Ministry of Commerce has preliminarily ruled to impose anti-dumping duties ranging from 15.6% to 32.7% on pork and pork products imported from the EU, which is expected to impact the import volume significantly [1] Group 2 - After a period of adjustment, the valuation of pig farming enterprises is now at a bottom range, with leading companies still achieving good profitability [2] - The industry is expected to stabilize at the bottom of the economic cycle, with a potential for supply-side contraction leading to improved market share for top firms [2] - The breeding ETF closely tracks the CSI Livestock Breeding Index, which reflects the overall performance of listed companies in the livestock sector, currently showing a low price-to-earnings ratio of 14.11, indicating a historical low valuation [2]
科技降温资金流入生猪养殖板块，养殖ETF(516760)上涨3.21%， 冲击3连涨
Xin Lang Cai Jing·2025-09-08 02:27