Core Viewpoint - The current market is in a stage of supply-demand negotiation, with supply pressures easing and demand expected to improve as the weather cools and the curing season approaches [1] Supply Side - Large-scale pig farms are advancing their slaughtering pace, leading to a relative easing of slaughter pressure, and they are generally adopting strategies to control supply and raise prices, with notable price increases for standard pigs [1] Demand Side - As the weather turns colder and the curing season arrives, demand for pork is anticipated to gradually improve [1] Industry Trends - Under the guidance of national policies, the main trend in the pig farming industry will be "quality improvement and efficiency enhancement," leading to the gradual elimination of outdated production capacity [1] - High-quality production capacity with low costs and good financial conditions is expected to increase its market share [1] Investment Vehicle - The Livestock ETF (159865) tracks the China Securities Livestock Index (930707), which selects listed companies involved in livestock farming and feed processing to reflect the overall performance of the livestock industry [1] - The China Securities Livestock Index covers various sub-sectors, including livestock farming, feed, and animal health, demonstrating strong industry representation [1]
养殖ETF(159865)近20日净流入超6.5亿元,关注“含猪量”约60%的养殖ETF
Mei Ri Jing Ji Xin Wen·2025-11-21 06:22