（文章来源：界面新闻） 截至2025年3月26日收盘，中证农牧主题指数(931778)上涨0.34%，成分股中牧股份(600195)上涨 4.84%，益生股份(002458)上涨4.61%，立华股份(300761)上涨3.94%，牧原股份(002714)上涨3.55%，巨 星农牧(603477)上涨3.28%。农牧ETF(159616)盘中涨超1%，收涨0.56%， 实现3连涨。最新价报0.72 元，全天成交额达706.52万元，换手率10.5%，市场交投活跃。 消息面上，2月牧原股份仔猪销量同比激增17倍，占其总销量的16%，通过"仔猪+商品猪"策略应对 价格波动。牧原股份公告，2025年1-2月份，公司销售商品猪1146.1万头，同比变动10.51%；商品猪销 售均价14.76元/公斤，同比变动6.65%；商品猪销售收入204.22亿元，同比变动24.38%。公司销售仔猪 219.2万头，销售种猪6.9万头。 开源证券指出，生猪供给压力减弱需求边际向好，猪价中枢有望逐步抬升。据涌益咨询，2025年2 月全国生猪销售均价14.81元/公斤，环比-6.15%，同比+2.78%。涌益监控样本2025年2月日均屠 ...

Group 1: Market Overview - The three major indices experienced a collective decline, with the Shanghai Composite Index down 0.00%, the Shenzhen Component Index down 0.43%, and the ChiNext Index down 0.33% [1] - Sectors such as chemical raw materials, coal, and fertilizers showed notable gains, while shipbuilding, communication services, and internet services faced significant declines [1] Group 2: Coal Sector Insights - The coal sector's valuation and dividend yield attractiveness are on the rise, supported by a policy initiative from the coal association to control output and improve quality [2] - High-frequency data indicates a decrease in coal sales and inventory, with power coal prices continuing to decline and coking coal prices also falling [2] - The coal industry is entering a maintenance period, and with demand bottoming out, non-electric coal demand is gradually recovering, suggesting potential price increases [2] Group 3: Electricity Sector Developments - Domestic grid investment is entering a high-growth phase, with a reported investment of 43.6 billion yuan in the first two months of the year, marking a 33.5% year-on-year increase [3] - The demand for wind power is increasing globally, with significant growth expected in both onshore and offshore wind installations in various regions [3] - The wind turbine sector is anticipated to undergo a value reassessment due to the unexpected demand surge [3] Group 4: Agriculture and Livestock Sector Trends - The average price of piglets has rebounded rapidly over two weeks, indicating a seasonal increase in stocking demand [4] - The supply of live pigs is expected to increase, leading to a potential alignment of market prices with production costs [4] - The average price of piglets reached 510.95 yuan per head, reflecting a week-on-week increase of 6.77% [4]