去产能迎来加速阶段，养殖ETF（159865）飘红，关注“含猪量”约60%的养殖ETF

Group 1 - The swine industry has entered a regulatory period, with relevant departments strengthening control measures to manage pig prices through capacity reduction [1] - In the short term, pig prices are under downward pressure due to an expected increase in pig slaughter volume in the second half of the year and the potential digestion of large pig inventories [1] - The current round of regulatory measures is unlikely to be very aggressive, with a focus on continuous policy adjustments to restore pig prices to a reasonable range [1] Group 2 - Opportunities in the swine industry are expected to arise from performance realization driven by low costs and value reassessment due to increased dividends [1] - The Livestock ETF (159865) tracks the China Securities Livestock Index (930707), which selects listed companies involved in livestock breeding and feed processing to reflect the overall performance of the livestock industry [1] - The China Securities Livestock Index covers multiple sub-sectors, including livestock breeding, feed, and animal health, demonstrating strong industry representation [1]