猪价弱周期

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养殖ETF(516760)盘中上涨,机构:预计后续猪价将呈现淡季不淡,旺季不旺的弱周期走势
Sou Hu Cai Jing· 2025-05-06 03:18
Group 1 - The China Livestock Breeding Index (930707) increased by 0.37% as of May 6, 2025, with notable gains from companies such as Brother Technology (002562) up 6.19% and Blue Biological (603739) up 2.64% [2] - The Livestock ETF (516760) rose by 0.32%, with a recent price of 0.62 yuan, and has accumulated a 6.88% increase over the past three months, ranking among the top comparable funds [2] - The Ministry of Agriculture and Rural Affairs emphasized stabilizing the production and supply of key agricultural products, particularly summer grain, and enhancing disaster response mechanisms to mitigate drought impacts [2] Group 2 - Institutions predict that the price of pigs will experience a weak cyclical trend in 2025 due to changes in the national breeding sow capacity and the impact of porcine epidemic diarrhea [3] - The Livestock ETF tracks the China Livestock Breeding Index, which reflects the overall performance of listed companies involved in livestock feed, veterinary drugs, and livestock farming [3] - As of April 30, 2025, the top ten weighted stocks in the China Livestock Breeding Index accounted for 69.38% of the index, with Hai Da Group (002311) and Mu Yuan Co. (002714) being the largest contributors [3] Group 3 - The latest price-to-earnings ratio (PE-TTM) for the Livestock ETF is 12.32, indicating it is at a historical low, being below 99.42% of the time over the past year [3] - The average weekly price of commercial pigs was 14.79 yuan/kg as of April 30, 2025, reflecting a decrease of 0.17 yuan/kg week-on-week, while the average price for 15 kg piglets was 649 yuan/head [2]