养殖ETF（159865）净流入超1.6亿份，连续4日净流入超6亿元，“含猪量”约60%！机构：生猪政策加码

Core Viewpoint - The livestock ETF (159865) has seen a significant inflow of 162 million shares, indicating strong market interest in livestock assets [1] - The Ministry of Agriculture and Rural Affairs, in collaboration with the National Development and Reform Commission, has outlined specific measures for pig production capacity regulation, emphasizing its importance in the broader price control system aimed at boosting the Consumer Price Index (CPI) [1] Group 1: Policy and Regulation - A meeting was held on September 16, 2025, to discuss the implementation of production capacity regulation for pig farming, with clear deadlines and penalties for non-compliance [1] - The meeting highlighted that pig production capacity regulation is a crucial part of the pig price control system, which is integral to the overall price control framework [1] - The primary goal of these regulations is to enhance the CPI, with pork being a significant contributor to CPI fluctuations [1] Group 2: Industry Impact - The policy focus for the year has been on "controlling production and nurturing growth," with the recent meeting further detailing the "controlling breeding" tasks assigned to various farming entities [1] - Major companies, specifically the top 25 groups, are required to reduce production by 1 million pigs by the end of the year, while other farming entities will be managed through coordinated departmental efforts [1] - Non-compliance with these production targets will result in penalties such as the suspension of subsidies and credit [1] - Overall, the meeting signifies a potential acceleration in the reduction of industry production capacity, suggesting that the livestock sector may be entering a favorable investment phase [1]