农业农村部推进渔业现代化！农牧渔ETF（159275）下挫1.2%！机构：养殖业产能去化加速

Group 1 - The agricultural and fishery ETF (159275) showed weak performance with a price drop of 1.2% and a trading volume of 1.748 million yuan, while the fund's latest scale is 205 million yuan [1] - Key stocks such as Yike Food, Meihua Biological, and Luoniushan performed well with increases of 1.01%, 0.64%, and 0.56% respectively, while Jinhe Biological, Tiankang Biological, and Weilan Biological saw declines of 4.46%, 3.59%, and 3.29% [1] - The Ministry of Agriculture and Rural Affairs emphasized the importance of solidifying key work during the 14th Five-Year Plan period to support the modernization of the fishery sector, highlighting the successful construction of the "Haiwei 2" breeding platform in Zhanjiang, Guangdong [1] Group 2 - According to data from Tianfeng Securities, the supply of yellow chickens may contract, with demand being a core variable and production capacity at its lowest since 2018, suggesting that average prices in the second half of the year may outperform the first half [2] - The pig farming sector continues to experience losses, with policy guidance aimed at reducing production leading to ongoing capacity reduction [2] - The poultry industry faces challenges due to avian influenza, with a 21.78% year-on-year decline in the number of breeding stock, but a potential recovery in industry conditions is anticipated after three years of downturn [2]