证券代码：300498 证券简称：温氏股份 债券代码：123107 债券简称：温氏转债 温氏食品集团股份有限公司投资者关系活动记录表 编号：202602 | 投资者关 | 现场调研 电话会议 | | --- | --- | | 系活动类 | 业绩说明会 路演活动 | | 别 | 券商策略会 其他活动 | | 参与单位 | 2026 年 2 月 26 日-27 日，公司前往上海参加西部证券、财通证券、天风证券和东方证券 | | 名称及人 | | | 员姓名 | 春季策略会（线下），共组织 场交流，华泰保兴基金、富国基金、兴证全球基金、德 6 | | | 邦基金、招商基金等 25 家机构共 42 位机构投资者参与。部分名单详见附件清单。 | | | 重要提示：参会人员名单由组织机构提供并经整理后披露。公司无法保证所有参会人员 | | | 及其单位名称的完整性和准确性，敬请投资者注意。 | | 时间 | 2026 年 2 月 26 日-27 日 | | 地点 | 上海 | | 上市公司 | | | 接待人员 | 集团副总裁、董事会秘书蒋荣金，集团战略治理部高级经济师、证券事务代表覃刚禄， | | 姓名 ...

Group 1 - The core viewpoint of the article highlights the increasing investment interest in the livestock sector, particularly through the Livestock ETF (159865), which saw a net inflow of 1 million units and a total inflow of 20 million units during trading [1] - According to Caitong Securities, pig prices are on the rise due to reduced supply, increased trading of piglets, and a slowdown in the entry of second-breeding pigs, indicating a supply-demand tug-of-war that is pushing prices upward [1] - The Livestock ETF (159865) tracks the China Securities Livestock Index (930707), which selects listed companies involved in livestock farming and feed processing, reflecting the overall performance of the livestock-related securities [1] Group 2 - The China Securities Livestock Index covers multiple sub-sectors, including livestock farming, feed, and animal health, demonstrating strong industry representation [1] - The article anticipates that supply pressure will ease, combined with policy guidance, which may accelerate capacity reduction in the livestock sector [1]