政策利好叠加估值低位，农牧渔板块逆市猛拉！全市场唯一农牧渔ETF（159275）盘中涨近1%，布局时机来临？

Group 1 - The agricultural, animal husbandry, and fishery sector experienced a rise in the market, with the only agricultural ETF (159275) showing an increase of 0.62% as of the report time [1][9] - Key stocks in the sector, including animal health, pig farming, and aquaculture, saw significant gains, with BioShares rising over 4%, and both Luo Niu Mountain and Tian Kang Biological increasing by over 2% [1][9] - The Ministry of Agriculture and Rural Affairs emphasized the need for comprehensive regulation of pig production capacity and dynamic adjustments to the breeding sow inventory target [1][10] Group 2 - Guohai Securities noted that the pig industry is entering a regulatory phase, with authorities reducing production capacity to control prices, which may face downward pressure due to increased market supply [3][11] - The current valuation of the agricultural and fishery sector is relatively low, with the market's highest "pig-related" ETF (159275) having a price-to-book ratio of 2.47, indicating a favorable long-term investment opportunity [3][11] - Dongfang Securities projected a high certainty of capacity reduction in the pig farming industry, with expectations for pig prices to rise by 2026 as the industry stabilizes [4][12] Group 3 - The agricultural ETF (159275) passively tracks the CSI Agricultural Index, which includes leading stocks in pig farming and covers various segments of the agricultural supply chain [4][12] - Investors can also consider agricultural ETF linked funds (Class A 013471/Class C 013472) to gain exposure to the agricultural sector [4][12]