猪企年底强制减产百万头！高“含猪量”农牧渔ETF（159275）盘中跳水！左侧布局正当时？

Core Viewpoint - The agricultural, animal husbandry, and fishery sector continues to experience a downturn, with the only agricultural ETF (159275) showing a decline of 0.51% as of the latest report [1][2]. Group 1: Market Performance - The agricultural ETF (159275) opened with a slight increase but then fluctuated downwards, currently priced at 0.976, reflecting a decrease of 0.005 [2]. - Key stocks in the sector, including biological companies and feed processing firms, have seen significant declines, with BioShares dropping over 4% and several others falling by more than 3% [1][2]. Group 2: Industry Trends - The pig farming industry is entering a phase of capacity reduction starting July 2025, with a reported decrease of 50,000 breeding sows from July to August this year [3]. - The industry is facing pressures from market conditions, disease risks, and regulatory policies, leading to an increased motivation for capacity reduction [4]. Group 3: Investment Insights - The current valuation of the agricultural and fishery sector is relatively low, with the agricultural ETF's underlying index showing a price-to-book ratio of 2.53, placing it in the 25th percentile over the past decade, indicating a favorable time for investment [3]. - The agricultural ETF (159275) tracks the CSI Agricultural Index, which includes major companies in the sector, with a concentration of about 40% in pig-related stocks [4].