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非瘟再现+政策强力去产能,猪周期拐点将至?农牧渔ETF(159275)逆市上探1.5%,四大细分领域获机构看好!
Xin Lang Ji Jin· 2025-10-10 11:54
太平洋证券指出,当前时点,生猪养殖业基本面和政策面的变化有利于行业产能去化,且目前大多数养 殖上市公司头均市值(对应2025年预估出栏量)仍处于历史底部区间,距离历史均值有较大上升空间, 长期投资价值凸显。 东方证券表示,考虑到当前肥猪和仔猪价格近期已降至年内低点,后续价格有望进一步回落(目前看, 2026年初以前肥猪出栏量将持续处于高位)。参考历史经验,肥猪与仔猪价格同低阶段,行业大概率开 启市场化去产能。此外,政策端也在持续强化对头部集团场产能的限制,两者叠加下,行业整体去产能 有望重启,助力猪价长期上涨。 从估值方面来看,当前,农牧渔板块估值仍处低位,当前或为板块较好配置时机。数据显示,截至昨日 (10月9日)收盘,农牧渔ETF(159275)标的指数中证全指农牧渔指数市净率为2.61倍,位于近10年 来34.9%分位点的低位,中长期配置性价比凸显。 农牧渔板块今日(10月10日)逆市猛攻。全市场首只农牧渔ETF(159275)早盘低开后迅速拉升翻红, 而后全天红盘震荡,盘中场内价格最高涨幅达到1.5%,截至收盘,逆市涨0.8%。值得注意的是,资金 午后加速抢筹,交易所数据显示,截至收盘,农牧渔ETF( ...
逆市上涨冲击四连阳!农牧渔ETF(159275)盘中实时净申购超4600万份
Mei Ri Jing Ji Xin Wen· 2025-10-10 05:43
展望后市,中邮证券指出,"反内卷"多次加码,利好明年猪价。自5月份以来,生猪行业"反内卷"持续 加码,农业部、发改委、行业协会等多方多次召开会议,围绕"控产能、降体重、限二育"精准发力。近 期政策实施成效初显。随着政策执行力度的进一步加大,叠加近期猪价已进入亏损区间,预计四季度行 业产能去化将有所加速,明年下半年猪价有望迎来新一轮上行趋势。 公开资料显示,全市场首只农牧渔ETF(159275)被动跟踪中证全指农牧渔指数,权重股包括牧原股 份、温氏股份、海大集团、新希望、梅花生物等细分行业龙头个股。标的指数持仓行业集中度高,前十 大行业权重超过90%,聚焦于农业养殖、饲料、种植行业等,可一键网罗农牧渔全产业链机遇。 (文章来源:每日经济新闻) 10月10日,A股多数板块回落,农牧渔板块逆市走强,全市场首只农牧渔ETF(159275)早盘一度上涨 1.5%,现涨0.7%,有望迎来上市四连阳行情。成分股方面,农产品加工、动保、畜牧养殖等板块部分 个股涨幅居前。截至发稿,农牧渔ETF(159275)盘中资金实时净申购超4600万份。 当前,农牧渔板块估值仍处低位,或为板块较好配置时机。截至10月9日收盘,农牧渔ETF ...
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 | | ...
业内首只农牧渔ETF(159275)今日火热上市,一键网罗农牧渔全产业链机遇!
Xin Lang Ji Jin· 2025-09-28 23:58
Group 1: Market Overview - The Shanghai Composite Index has stabilized above 3800 points, with the Shenzhen Component Index recently reaching new highs, and the ChiNext Index showing a nearly 50% increase year-to-date, indicating a significant improvement in the A-share market's profitability [1] - The launch of the first agricultural, animal husbandry, and fishery ETF (159275) on September 29 marks a response to the growing demand for diverse investment options among investors [1][4] Group 2: ETF Details - The agricultural, animal husbandry, and fishery ETF (159275) tracks the CSI All-Share Agricultural, Animal Husbandry, and Fishery Index, which covers key sectors such as pig farming, aquatic feed, animal health, and seeds, representing the entire agricultural value chain [1][4] - The CSI All-Share Agricultural, Animal Husbandry, and Fishery Index is currently at a low valuation, with a price-to-book ratio of 2.65, lower than similar indices, suggesting potential for growth [2][4] Group 3: Industry Insights - The pig farming sector, a core sub-industry, is experiencing low prices, with expectations of a new normal characterized by stable production and price increases over the next 1-3 years, which may enhance the profitability of quality enterprises [2] - The seed industry is seeing increased focus from national policies, with advancements in biotechnology and the potential acceleration of genetically modified crop commercialization, benefiting leading companies [3] Group 4: Performance Metrics - Since December 31, 2013, the CSI All-Share Agricultural, Animal Husbandry, and Fishery Index has achieved a cumulative increase of 96.84%, outperforming similar thematic indices and broad market indices [7] - During the industry upcycle from January 1, 2019, to March 1, 2021, the index recorded a cumulative return of 145.61%, significantly exceeding the returns of other agricultural and broad market indices [7] Group 5: Fund Management - The agricultural, animal husbandry, and fishery ETF (159275) is part of Huabao Fund's portfolio, which has an asset management scale of 125.6 billion yuan, solidifying its position as a leading player in the ETF market [8] - Huabao Fund has consistently won awards for its passive investment management, reflecting its strong performance in the ETF sector [8]
全市场首只!农牧渔ETF今日正式开售!
Xin Lang Cai Jing· 2025-09-08 02:49
Core Viewpoint - The launch of the Agricultural, Animal Husbandry, and Fishery ETF (159275) by Huabao Fund is expected to capitalize on the recovery of the A-share market and the low valuation of the agricultural sector, particularly in the pig farming industry, which is poised for a price rebound [1][2][3]. Company Summary - Huabao Fund has served 64.12 million clients and generated a total profit of 83.2 billion yuan for fund holders, with cumulative dividends reaching 59.4 billion yuan as of June 2025 [1][8]. - The Agricultural, Animal Husbandry, and Fishery ETF (159275) is the first ETF in the market to track the CSI Agricultural, Animal Husbandry, and Fishery Index, which encompasses various segments of the agricultural industry [1][5]. - As of August 2025, Huabao Fund's equity ETF assets under management reached 117.4 billion yuan, solidifying its position as a leading institution in the public fund ETF business [8]. Industry Summary - The agricultural sector has experienced a significant downturn over the past three and a half years, but recent trends indicate a recovery, with the sector's valuation remaining low [3]. - The CSI Agricultural, Animal Husbandry, and Fishery Index has a price-to-book ratio of 2.65, which is lower than similar indices, indicating potential for growth [3]. - The pig farming industry is currently at a low price point, with limited downside risk, and is expected to see improved profitability due to a new normal of stable production and price increases over the next 1-3 years [3]. - The seed industry is receiving increased governmental focus, with advancements in biotechnology expected to enhance competitiveness among leading companies [4]. - The CSI Agricultural, Animal Husbandry, and Fishery Index has outperformed similar thematic indices and broad market indices since its inception, with a cumulative return of 85.73% from December 2013 to July 2025 [7].
千亿ETF大厂低位入局!业内首只!农牧渔ETF(159275)重磅开售
Xin Lang Ji Jin· 2025-09-08 01:16
Core Viewpoint - The launch of the Agricultural, Animal Husbandry, and Fishery ETF (159275) by Huabao Fund is expected to capitalize on the recovery of the A-share market and the low valuation of the agricultural sector, particularly benefiting from the upward trend in the pig cycle [1][2][6]. Company Summary - Huabao Fund has served 64.12 million clients and generated a total profit of 83.2 billion yuan for fund holders, with cumulative dividends reaching 59.4 billion yuan as of June 2025 [1][5]. - The Agricultural, Animal Husbandry, and Fishery ETF (159275) is the first ETF in the market to track the CSI Agricultural, Animal Husbandry, and Fishery Index, which covers key sectors such as pig farming, aquatic feed, animal health, and seeds [1][4]. - Huabao Fund has a total asset management scale of 117.4 billion yuan in equity ETFs, solidifying its position as a leading institution in the ETF business [5]. Industry Summary - The agricultural sector has experienced a significant rebound following a prolonged downturn, with the CSI Agricultural, Animal Husbandry, and Fishery Index currently at a price-to-book ratio of 2.65, which is lower than similar indices [2][4]. - The pig farming industry is at a low price point, with limited downside potential, and is expected to see improved profitability for quality enterprises in the next 1-3 years due to a new normal of stable production and price increases [2][3]. - The seed industry is receiving increased attention from national policies, with advancements in biotechnology and the potential for accelerated commercialization of genetically modified crops [3].