Mei Ri Jing Ji Xin Wen·2026-01-28 01:33Group 1 - The agricultural sector, particularly the pesticide and chemical segment, has shown signs of recovery since early January, indicating a cyclical repair trend [1] - The pig farming sub-sector continues to decline, but short-term performance may have already reflected pessimistic earnings expectations [1] - There has been a net inflow of funds into the agricultural ETF Huaxia (516810.SH) for two consecutive days, suggesting a strategy to capitalize on the recovery trend and upcoming policy expectations in February [1] Group 2 - Leading pig farming company Muyuan Foods is expected to list in Hong Kong as early as February, with a projected earnings forecast indicating profitability in Q4 2025 and a cost reduction that outpaces the industry [1] - According to Dongfang Securities, 2026 is anticipated to be an upward turning point for agriculture, with both livestock and crop sectors expected to drive growth, suggesting a positive trend for the sector [1] - The agricultural ETF Huaxia (516810.SH) passively tracks the CSI Agricultural Theme Index, with a composition of 93.64% in agriculture and basic chemicals, and the top ten weighted stocks include Muyuan Foods, Wens Foodstuffs, and others, with Muyuan and Wens accounting for nearly 25% of the total weight [1]