Group 1 - The core viewpoint is that the livestock sector is experiencing significant capital inflow, with a net inflow of 102 million shares into the livestock ETF (159865), indicating strong investor interest in livestock assets [1] - The industry is witnessing notable cost optimization, leading to sustained profitability in pig farming, with companies' balance sheets continuously improving [1] - The domestic sow inventory is expected to stabilize after a reduction, supported by enhanced farming efficiency, stringent cost control, and rigid consumer demand, suggesting that the pig farming industry may enter a prolonged profitability cycle with reduced volatility [1] Group 2 - Relevant institutions indicate that the livestock sector may have gradually entered a configuration phase, with attention on the marginal changes in the livestock ETF (159865) [2] - For investors without stock accounts, alternative options include the Guotai Zhongzheng Livestock Farming ETF Link A (012724) and Link C (012725) [2]
养殖ETF(159865)盘中净流入超1亿份,连续3日净流入超2.4亿元,资金抢筹布局养殖板块
Mei Ri Jing Ji Xin Wen·2025-09-10 06:22