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畜牧ETF(159867)行业格局改善带来业绩弹性,蓄势也是机会
Xin Lang Cai Jing· 2025-07-31 09:09
Group 1 - The China Livestock Breeding Index (930707) shows mixed performance among its constituent stocks, with Tianma Technology (603668) leading the gain at 0.91% and Jinhe Biology (002688) experiencing the largest decline [1] - The average price of live pigs is reported at 14.15 yuan/kg, reflecting a week-on-week decrease of 0.84%, while the average slaughter weight is 128.48 kg, down by 0.35 kg [1] - The agricultural team from Guojin indicates that the industry leaders are actively reducing weight, and there is limited price rebound expected at the beginning and end of the month, with ongoing pressure on prices due to group weight reductions [1] Group 2 - In the beef sector, live cattle prices are experiencing short-term fluctuations, currently at 26.49 yuan/kg, with a slight increase of 0.04% week-on-week, while frozen product prices are at 51.7 yuan/kg, down by 0.07% [2] - The raw milk price in major production areas is stable at 3.04 yuan/kg, with a notification for a future adjustment to 2.7 yuan/kg for bulk milk, indicating an overall improvement in supply and demand [2] - The livestock ETF closely tracks the China Livestock Breeding Index, which includes listed companies involved in feed, veterinary drugs, and livestock farming, reflecting the overall performance of the livestock breeding sector [2] Group 3 - As of June 30, 2025, the top ten weighted stocks in the China Livestock Breeding Index account for 65.27% of the index, including Muyuan Foods (002714), Wens Foodstuff Group (300498), and others [3]