养殖ETF（159865）盘中净流入6300万份，规模突破50亿元，“含猪量”约60%

Group 1 - The core viewpoint indicates that the aquaculture ETF (159865) has seen a significant inflow of 63 million units, suggesting strong investor interest in aquaculture assets [1] - According to Guotai Haitong Securities, the proportion of pigs under 90kg for slaughter has slightly increased to 3.71%, indicating a marginal impact of the epidemic and policies on short-term prices [1] - The long-term perspective suggests that capacity control policies will continue to affect industry supply and pork prices, highlighting the importance of monitoring the determination and strength of these policies [1] Group 2 - Relevant institutions suggest that the aquaculture sector may have gradually entered a configuration range, with a focus on the marginal changes in the aquaculture ETF (159865) [2] - For investors without stock accounts, Guotai Zhongzheng Livestock Breeding ETF Link A (012724) and Guotai Zhongzheng Livestock Breeding ETF Link C (012725) are recommended alternatives [2] - The aquaculture ETF has an approximate pig content of 60%, meaning that the weight of related stocks in the swine breeding, poultry feed, and animal health sectors is significant [2]