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生猪亏损加剧催化行业巨变!农牧渔板块大涨,农牧渔ETF(159275)上探1.59%!布局时机到了?
Xin Lang Ji Jin· 2025-10-10 04:44
农牧渔板块今日(10月10日)表现强劲。全市场首只农牧渔ETF(159275)早盘低开后迅速拉升翻红, 盘中场内价格涨幅一度达到1.5%,截至午间收盘,涨0.3%。 成份股方面,农产品加工、动保、畜牧养殖等板块部分个股涨幅居前。截至午间收盘,冠农股份大涨 6.89%,生物股份涨4.52%,罗牛山、立华股份、瑞普生物、美农生物等多股跟涨超3%。 | | | 分时 多日 1分 5分 15分 30分 60分 日 周 · | | | | | | F9 盘荷盘后 婴加 九梦 面述 工具 (0 ) | | | 农牧渔ETF | | 159275 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1,019 | | | | 159275/表粒油ETF] 11:30 价 1.006 涨跌 0.00310.30%) 均价 1.011 成交量 0 | | | | 2025/10/10 | | E | 006 | | +0.003 +0.309 | | 1,011 | | of Children | | ...
“反内卷”持续推进,关注养殖ETF(159865)投资机会
Sou Hu Cai Jing· 2025-08-27 02:00
Group 1 - The core viewpoint of the article emphasizes the government's ongoing guidance to the top 30 enterprises to stabilize prices and limit production through measures such as reducing breeding sows, lowering weights, and banning second breeding [1] - The policy aims to stabilize market expectations, reduce speculative operations, and promote supply-demand balance and healthy development in the industry [1] - With the pressure of pig prices on CPI increasing in July and August, and the accumulated supply from previous periods, there is a possibility of further policy intensification to accelerate industry capacity reduction [1] Group 2 - Under the dual influence of policy constraints and market mechanisms, the domestic breeding sow inventory is expected to stabilize after a reduction [1] - Improvements in breeding efficiency, strengthened cost control, and rigid demand from consumers are expected to support the pig farming industry entering a prolonged profit cycle with reduced volatility [1] - The breeding sector may have gradually entered a configuration range, and interested investors are encouraged to pay attention to the marginal changes in the breeding ETF (159865) [1]