畜牧ETF（159867）涨超2.2%，四重利好催化猪股行情

Group 1 - The average national price of pork has reached a new low of 13.61 yuan/kg, indicating a continued downward trend without signs of recovery [1] - The industry is experiencing a significant reduction in profitability, with average profits of 99 yuan per head for commodity pigs and 24 yuan per head for piglets, suggesting a potential shift towards losses [1] - Supply-side reforms are being actively supported by major pig farming companies, with a notable reduction in breeding stock expected, particularly from leading companies like Muyuan [1] Group 2 - The EU has implemented temporary anti-dumping measures on imported pork from the EU, with deposit rates ranging from 15.6% to 62.4%, effective from September 10, 2025 [2] - Following the announcement of the anti-dumping measures, the China Livestock Breeding Index rose by 2.35%, with significant gains in stocks such as Lihua and Shennong [2] - The Livestock ETF, which tracks the China Livestock Breeding Index, also saw an increase of 2.29%, indicating positive market sentiment [2] Group 3 - As of August 29, 2025, the top ten weighted stocks in the China Livestock Breeding Index accounted for 65.57% of the index, highlighting the concentration of market influence among these companies [3]