生猪板块行情启动

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最强反内卷!生猪期货接连反弹,什么信号?
Sou Hu Cai Jing· 2025-07-04 02:41
Group 1 - The livestock farming ETF (516670) has recorded five consecutive days of gains, with a net inflow of 7.34 million in funds, indicating a strong attraction to the sector [2] - The revival of the pig sector is attributed to two main reasons: the implementation of anti-competitive policies and seasonal demand [4][5] - Recent government actions, including a reduction in production capacity and the first significant domestic frozen pork storage this year, have boosted market sentiment [4] Group 2 - Seasonal demand is increasing as the market anticipates price hikes for the upcoming Mid-Autumn Festival and National Day, leading to speculative investments [5] - Since February, pig prices have been fluctuating downwards, but supply has tightened since June due to government policies, resulting in a price increase of 8.5% from 14.06 yuan per kilogram to 15.25 yuan per kilogram [7] - Leading companies in the sector, such as Muyuan Foods, Wens Foodstuff Group, and New Hope Liuhe, are favored by investors due to their strong cost control and high output realization [7]