Sou Hu Cai Jing·2025-09-15 03:39Group 1 - The core viewpoint of the news is that the livestock sector is experiencing a positive trend due to capacity regulation policies, leading to a rise in related stocks and ETFs [1] - The Ministry of Agriculture and Rural Affairs, along with the National Development and Reform Commission, is holding a meeting on September 16 to discuss pig production capacity regulation with 25 companies, including major players like Muyuan, Wens, and New Hope [1] - Recent policies aimed at controlling new production capacity are helping the industry move away from low-price competition, guiding pig prices into a reasonable profit range [1] Group 2 - The livestock ETF is currently trading at a low price-to-earnings ratio (PE-TTM) of 14.95, which is below 80.76% of the time over the past three years, indicating a high safety margin [2] - There is potential for the livestock sector to experience a rebound if funds shift from high-performing technology stocks to lower-valued sectors [2]