农林牧渔板块基金持仓三季报点评：行业比例降为标配，增持种植和消费

Investment Rating - The report assigns an "Accumulate" rating for the agriculture sector [2]. Core Views - The report highlights a decrease in fund holdings in the agriculture sector, with the proportion falling to a standard allocation. The focus is on increasing positions in planting and consumer goods [4][12]. - The report recommends attention to the seed and breeding sectors in Q4, with expectations of improved profitability in the pig breeding sector [14][15]. Summary by Sections Q3 Sector Holdings - In Q3 2024, the proportion of holdings in the agriculture sector was 0.78%, aligning closely with the standard industry allocation. This represents a decrease compared to previous quarters [9][10]. Breeding Sector Reduction and Planting and Consumer Sector Increase - The report notes a significant reduction in fund holdings in the pig breeding sector, while the planting sector saw an increase in fund numbers. Companies like Beidahuang and Hainan Rubber are highlighted for their strong dividend attributes [12]. Focus on Seed and Breeding in Q4 - The report anticipates a rebound in corn prices, which have recently hit a three-year low, and expects an increase in the area of genetically modified crops. The report recommends stocks such as Dabeinong and Longping High-Tech, with beneficiaries including Qianyuan High-Tech and Denghai Seeds [14]. - The pig breeding sector is expected to show substantial profitability in Q4, with both volume and price projected to increase compared to the same period last year. Recommended stocks include Muyuan Foods, Wens Foodstuff, and New Hope Liuhe [15]. Recommended Stocks - The report lists several recommended stocks for investment: Dabeinong, Longping High-Tech, Muyuan Foods, Wens Foodstuff, Shennong Group, New Hope Liuhe, and Tiankang Biological [16].