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猪价周度反弹超7%,猪肉股集体走强,畜牧养殖ETF(516670)放量上涨1.12%
2 1 Shi Ji Jing Ji Bao Dao·2025-11-03 02:49

Group 1 - The core viewpoint of the articles highlights a significant rebound in pork prices, leading to a collective rise in pork-related stocks, with notable increases in companies like Luoniushan and Muyuan Foods [1][2] - The livestock farming ETF (516670) experienced a 1.12% increase, with a substantial net inflow of 390 million yuan over the past ten trading days, indicating strong investor interest [1] - According to the Ministry of Agriculture and Rural Affairs, the average price of live pigs increased by 6.1% from 11.8 yuan/kg to 12.52 yuan/kg within a week, and the weekly average price rose by 7.3% from 11.5 yuan/kg to 12.34 yuan/kg [1] Group 2 - The reduction in losses for pig farming is evident, with the profit from purchased piglets and self-breeding pigs narrowing to -89.33 yuan/head and -179.72 yuan/head respectively, indicating an improvement from the previous week [2] - The industry is witnessing a proactive reduction in production capacity despite the narrowing losses, with a focus on enhancing quality and efficiency in the long term, suggesting a potential upward shift in domestic pig price levels [2] - The livestock farming index covers the entire pig farming industry chain, with over 60% of the index weight attributed to pig-related stocks, and nearly 40% related to upstream and downstream sectors such as vaccines and feed [2]