Group 1 - The core viewpoint of the news indicates that the livestock sector is experiencing mixed performance, with specific stocks like Yisheng Co. leading gains while Xiaoming Co. is facing declines. The livestock ETF is seeing significant net inflows, suggesting investor interest in the sector [1] - Short-term projections suggest that pig prices may still have room to decline due to industry capacity adjustments under policy regulation and supply pressures. However, the overall industry is stabilizing at a low point in terms of profitability [1] - In the medium to long term, the pig farming industry is expected to maintain strong central profits. Despite rapid expansion post-African swine fever, many companies are expanding capacity at low quality, leading to significant cost variances. Leading companies are positioned to release substantial excess profits, indicating a preference for low-cost, high-quality enterprises [1] Group 2 - As of September 30, 2025, the top ten weighted stocks in the China Livestock Breeding Index account for 66.06% of the index, with major players including Muyuan Foods, Wens Foodstuff, and Haida Group [2]
畜牧ETF(159867)冲刺连续8天净流入，资金持续逆势布局
Xin Lang Cai Jing·2025-10-24 03:24