Core Insights - The livestock industry is experiencing a trend of reduced competition, compounded by the African swine fever outbreak, leading to increased capital inflows into the sector [1] - China Galaxy Securities predicts a year-on-year decline in average pig prices for 2025, with notable differences due to the optimization of production costs by leading pig companies, resulting in unexpected breeding profits [1] Group 1: Market Performance - As of October 29, 2025, the China Livestock Breeding Index (930707) shows significant stock price increases for several companies: Weilan Bio (603739) up 10.00%, Meinong Bio (301156) up 6.73%, and Luoniushan (000735) up 4.83% [1] - The Livestock ETF (159867) has seen a mixed market performance, with the latest price at 0.66 yuan, and has experienced continuous capital inflows over the past 10 days, totaling 47.796 million yuan [1] Group 2: Industry Dynamics - The average pig price has fallen to the cash cost line, creating cash flow pressures for breeding entities, which may accelerate capacity reduction in the industry [1] - The top ten weighted stocks in the China Livestock Breeding Index, as of September 30, 2025, include Muyuan Foods (002714) and Wens Foodstuff Group (300498), collectively accounting for 66.06% of the index [2]
畜牧ETF(159867)连续10天净流入，机构称板块可能出现超预期变化
Xin Lang Cai Jing·2025-10-29 06:29