Core Viewpoint - The national breeding sow inventory has fallen below 40 million heads in October, indicating that the industry is undergoing a capacity reduction process. It is anticipated that with policy support and market adjustments, the pig farming industry will trend towards quality improvement and efficiency enhancement, leading to an increase in market share for financially sound and low-cost quality enterprises [1]. Group 1: Industry Trends - The breeding sow inventory decline reflects a significant shift in the industry, suggesting a phase of capacity reduction [1]. - Future trends in the pig farming industry are expected to focus on quality and efficiency, supported by favorable policies and market adjustments [1]. Group 2: Investment Opportunities - Quality enterprises with better financial conditions and lower costs are likely to gain a larger market share as the industry evolves [1]. - The Livestock ETF (159865) tracks the CSI Livestock Index (930707), which includes listed companies involved in livestock farming and feed processing, providing a comprehensive representation of the livestock sector [1].
生猪养殖提质增效,养殖ETF(159865)涨超1.5%,近20日净流入超5.2亿元,关注“含猪量”约60%的养殖ETF
Mei Ri Jing Ji Xin Wen·2025-11-24 02:01