Market Overview - A-shares showed mixed performance with the Shanghai Composite Index down 0.4%, Shenzhen Component Index up 0.3%, and ChiNext Index down 0.8% [1] - The market saw more stocks declining than rising, with sectors like pork, gaming, consumer electronics, and beauty care leading in gains, while CRO, rare earth permanent magnets, PEEK materials, and military industries faced declines [1] Index Performance - The STAR Market 50 Index, STAR Innovation Index, and ChiNext Index experienced adjustments, with related products seeing capital inflows, as evidenced by net subscriptions of 555 million and 389 million units for the STAR Innovation ETF and ChiNext ETF respectively [1] - The China Modern Agriculture Theme Index rose over 2% due to strong performance in poultry, pork, and agricultural processing sectors, with the corresponding ETF, E Fund (562900), showing active trading [1] Sector Analysis - The current market is characterized as a "healthy bull" market, led by technological growth, with indices reaching new highs without showing signs of overheating [1] - Most industries remain in a moderate crowding zone, with some sectors still at lower crowding levels, indicating a potential for continued market opportunities [1] - The market is experiencing a "blooming" trend, with various sectors and themes alternating in opportunities, suggesting sustainability despite significant upward movements [1] Daily Index Changes - The top performing indices included the Small and Medium 100 Index up 1.56% and the Deep Main Board 50 Index up 1.02%, while the STAR Market 50 Index and STAR Innovation 20 Index both fell by 1.31% [2] - The China Modern Agriculture Index and CS Modern Agriculture Index saw increases of 2.71% and 2.60% respectively, while the Rare Earth Industry Index decreased by 2.37% [2]

农业ETF易方达（562900）跟踪该指数，且管理费率仅为0.15%/年，可助力投资者低成本布局养殖行业 盈利复苏机遇。 （文章来源：每日经济新闻） 牧原股份最新发布的半年报显示，上半年公司归母净利润同比大幅增长1169.77%至105.3亿元，同时公 司宣布年末能繁母猪存栏将调减至330万头，积极响应行业产能调控政策。此外，牧原股份还拟分红超 50亿元，彰显企业回报能力。 中信证券指出，后续不排除政策持续加码，加速行业产能去化，继续推荐养殖板块，重点推荐盈利强兑 现的，以及模式创新有增量的标的。 中证现代农业主题指数由30只业务涉及农产品、种业、饲料、动物保健与育种、畜牧产品、渔业产品与 农业机械等领域的股票组成，反映现代农业主题股票的整体表现，其中生猪养殖行业权重占比超40%， 指数当前市净率为2.67倍，位于2015年发布以来25%分位处。 ...