Group 1 - The core viewpoint of the article highlights that Muyuan Foods reported a significant year-on-year increase in net profit attributable to shareholders, rising by 1169.77% to 10.53 billion yuan in the first half of the year [1] - The company plans to reduce its breeding sows inventory to 3.3 million heads by the end of the year, actively responding to industry capacity regulation policies [1] - Muyuan Foods intends to distribute over 5 billion yuan in dividends, demonstrating its capability to return value to shareholders [1] Group 2 - CITIC Securities suggests that there may be continued policy intensification, accelerating industry capacity reduction, and continues to recommend the breeding sector, focusing on profitable and innovative companies [1] - The China Modern Agriculture Theme Index, which consists of 30 stocks related to various agricultural sectors, shows that the pig farming industry accounts for over 40% of its weight, with a current price-to-book ratio of 2.67, positioned at the 25th percentile since its inception in 2015 [1] - The E Fund Agricultural ETF (562900) tracks this index and has a low management fee rate of 0.15% per year, providing investors with a cost-effective way to capitalize on the recovery opportunities in the breeding industry [1]

金融界5月12日消息，上证指数高开高走，中证现代农业主题指数 (CS现代农，930662)下跌0.4%，报 997.35点，成交额75.19亿元。 从中证现代农业主题指数持仓的市场板块来看，深圳证券交易所占比74.03%、上海证券交易所占比 25.97%。 从中证现代农业主题指数持仓样本的行业来看，畜牧产品占比39.61%、饲料占比37.86%、农产品占比 8.40%、种业占比7.29%、动物保健与育种占比5.99%、农业机械占比0.84%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 跟踪CS现代农的公募基金包括：易方达中证现代农业主题ETF。 数据统计显示，中证现代农业主题指数近一个月下跌5.59%，近三个月上涨5.31%，年至今上涨1.82%。 据了解，中证现代农业主题指数选取30只业务涉及农产品 ...