养殖ETF（159865）净流入超2000万份，盘中涨超1%，“含猪量”约60%

Group 1 - The article highlights a significant inflow of 24 million units into the Livestock ETF (159865), indicating strong investor interest in livestock assets [1] - The swine breeding industry is experiencing ongoing supply pressure, with a 0.80% month-on-month decrease in the number of breeding sows in August, and a notable decline in pork prices, with the price per kilogram dropping by 2.74% to 13.15 yuan as of September 18 [1] - The Ministry of Agriculture and Rural Affairs, along with the National Development and Reform Commission, held a meeting on September 16, 2025, to discuss swine production capacity control, emphasizing a reduction in production tasks for major breeding groups by the end of the year [1] Group 2 - The poultry farming sector is facing uncertainties due to frequent outbreaks of avian influenza, which has led to a 20.69% month-on-month increase in the number of grandparent stock updates in August, positively impacting the white feather chicken industry chain prices in the medium to long term [1] - The recent low pork prices are crucial for stabilizing the Consumer Price Index (CPI), as pork accounts for over 20% of its weight, highlighting the macroeconomic significance of price stability [1] - Investors without stock accounts are encouraged to consider the Guotai CSI Livestock Breeding ETF Connect A (012724) and Connect C (012725) as alternative investment options [1]