截至2025年12月1日 15:00，中证畜牧养殖指数(930707)成分股方面涨跌互现，天马科技(603668)领涨 3.26%，金新农(002548)上涨3.12%，海利生物(603718)上涨1.03%；温氏股份(300498)领跌。畜牧 ETF(159867)最新报价0.65元，今日净申购达950万份。 消息面上，为防范疫情传入风险，保障国内生猪产业安全与食品安全，中国海关总署于11月28日更新 《进口食品境外生产企业注册信息》，正式暂停受理西班牙巴塞罗那省12家猪肉企业自当日(含)起启运 的输华产品进口申报。此次举措严格遵循区域化管理协议精神，未波及西班牙其他无疫区域的猪肉输华 渠道。 开源证券指出，年末猪价存在供需双重支撑，猪价中枢或逐步上移。生产端，前期生猪集中出栏增加和 大猪存栏下降缓解后市供给压力，四季度生猪出栏节奏趋于平稳；需求端，猪肉消费进入冬季旺季；贸 易端，猪肉进口量减少有利于猪价企稳。展望后市，年末猪肉消费旺季供给增量有限，猪价存在向上支 撑，猪价中枢或逐步上移。 畜牧ETF紧密跟踪中证畜牧养殖指数，中证畜牧养殖指数选取涉及畜禽饲料、畜禽药物以及畜禽养殖等 业务的上市公司证券作为样 ...

开源证券指出，前期生猪超卖叠加降温消费提振，猪价或阶段性转强。展望后市，供给端受10月生猪超 卖及年初能繁减量影响，生猪供给或阶段性收缩；需求端，中央气象台于11月15日发布寒潮蓝色预警， 气温转凉猪肉年末消费有望提振。 养殖ETF（159865）跟踪的是中证畜牧指数（930707），该指数从沪深市场中选取业务涉及畜禽养殖、 饲料加工等领域的上市公司证券作为指数样本，以反映畜牧业相关上市公司证券的整体表现。中证畜牧 指数覆盖了畜禽养殖、饲料及动保等多个细分领域，具有较强的行业代表性。 （文章来源：每日经济新闻） ...

Group 1 - The pork sector experienced significant gains, with Zhenghong Technology hitting the daily limit and Bangji Technology rising over 6% [1] - Other companies in the sector, such as Tianbang Food, Aonong Biological, and Zhengbang Technology, also saw increases in their stock prices [1] - Specific stock performance includes Zhenghong Technology up by 9.97% to 8.27, Bangji Technology up by 6.10% to 24.00, and Tianbang Food up by 4.35% to 3.11 [2] Group 2 - Muyuan Foods announced a substantial increase in its expected net profit for the first half of 2025, projecting a range of 10.2 billion to 10.7 billion yuan, representing a year-on-year growth of 1129.97% to 1190.26% [3][4] - The company reported a basic earnings per share of 1.90 to 2.00 yuan, significantly higher than the previous year's 0.15 yuan [4] - The increase in profit is attributed to a rise in the number of pigs sold and a decrease in breeding costs compared to the previous year [4] Group 3 - Muyuan Foods sold approximately 38.39 million pigs in the first half of 2025, an 18.54% increase from 32.39 million in the same period of 2024 [5] - The sales revenue for the first half of 2025 reached 70.87 billion yuan, up 26.5% from 56.02 billion yuan in the previous year [5] Group 4 - Huatai Securities noted that since late May, pork prices have been fluctuating downwards, with expectations of accelerated weight reduction and inventory release in the short term [6] - The report suggests that supply pressure may ease slightly by the end of Q3 and Q4, coinciding with the seasonal peak in pork consumption around September [6] - The second half of 2025 is expected to see better-than-expected pork prices and improved profitability for leading pig farming companies due to ongoing cost advantages [6]