养殖ETF（159865）净流入超1.3亿份，“含猪量”约60% 机构：生猪行业产能或进入加速去化阶段

Group 1 - The core viewpoint of the article highlights significant inflows into the breeding ETF (159865), amounting to 138 million units, indicating strong market interest in breeding assets [1] - Recent low pork prices are crucial as they significantly impact the Consumer Price Index (CPI), with pork being a core commodity that accounts for over 20% of CPI [1] - A meeting held by the Ministry of Agriculture and Rural Affairs and the National Development and Reform Commission on September 16, 2025, outlined production reduction tasks for major breeding companies, signaling an accelerated phase of capacity reduction in the pig farming industry [1] Group 2 - The breeding ETF has approximately 60% exposure to pig-related assets, which includes sectors such as pig farming, poultry feed, and animal health related to pig disease prevention [2] - Investors without stock accounts are advised to consider the Guotai CSI Livestock Breeding ETF Link A (012724) and Guotai CSI Livestock Breeding ETF Link C (012725) as alternative investment options [1]