HVSEN BIOTECH(SZ:300871) Sou Hu Cai Jing·2026-01-26 06:48Core Viewpoint - The agricultural, animal husbandry, and fishery sector is experiencing a strong upward trend, with the only agricultural ETF (159275) showing a significant increase, recovering key moving averages [1][3]. Group 1: Market Performance - The agricultural ETF (159275) opened with fluctuations but quickly surged, closing with a gain of 1.53%, recovering the 5-day, 10-day, and 20-day moving averages [1]. - Key stocks in the sector, such as Huisheng Biological and Rhine Biological, reached their daily limit, while others like Haili Biological and Zhongmu Co. also showed significant gains [1][2]. Group 2: Industry Insights - The livestock farming sector faces supply pressures, and policy guidance may accelerate capacity reduction. The poultry farming sector is influenced by frequent outbreaks of avian influenza, creating uncertainty in breeding stock imports, which could benefit the white feather chicken industry in the medium to long term [1]. - The animal health industry continues to show potential for growth, with new products being launched to drive revenue. The seed industry should focus on the progress of biological breeding expansion, while the pet sector maintains a growth trend with increasing market share for domestic brands [1]. Group 3: Valuation and Investment Opportunities - The current valuation of the agricultural, animal husbandry, and fishery sector is relatively low, indicating a favorable time for investment. As of January 23, the agricultural ETF (159275) had a price-to-book ratio of 2.5, positioned at the 23.53 percentile over the past five years, highlighting its long-term investment value [3]. - Short-term forecasts suggest that pig prices may still decline, with industry capacity already reduced due to policy adjustments and supply pressures. The overall profitability of the pig farming sector remains strong, with opportunities for high-quality enterprises to capture excess profits [3].