截至2025年8月26日 13:39，中证畜牧养殖指数(930707)强势上涨2.67%，成分股晓鸣股份(300967)上涨 10.30%，天马科技(603668)上涨8.73%，牧原股份(002714)上涨8.10%，天康生物(002100)，圣农发展 (002299)等个股跟涨。畜牧ETF(159867)上涨2.86%，最新价报0.68元。 数据显示，截至2025年7月31日，中证畜牧养殖指数(930707)前十大权重股分别为牧原股份(002714)、温 氏股份(300498)、海大集团(002311)、梅花生物(600873)、新希望(000876)、大北农(002385)、圣农发展 (002299)、生物股份(600201)、天康生物(002100)、唐人神(002567)，前十大权重股合计占比64.83%。 畜牧ETF紧密跟踪中证畜牧养殖指数，中证畜牧养殖指数选取涉及畜禽饲料、畜禽药物以及畜禽养殖等 业务的上市公司证券作为样本，以反映畜牧养殖相关上市公司的整体表现。 市场高切低，畜牧板块午后持续走高，中国银河证券指出，我们持续重点强调关注生猪养殖行业的攻守 兼备布局机会，基于能繁母猪作用值及养殖效率 ...

Group 1 - The core viewpoint of the news highlights the positive performance of the livestock industry in China, with the China Livestock Breeding Index rising by 0.80% and key stocks such as Shengnong Development and Yisheng Shares showing significant gains [1] - The Ministry of Agriculture and Rural Affairs has initiated a meeting focused on the high-quality development of the pig industry, emphasizing the need to reduce production capacity, control operations, and lower weights, indicating a shift towards substantial capacity regulation [1] - According to招商证券, there is considerable room for efficiency optimization in China's pig farming industry compared to overseas counterparts, suggesting that leading companies may drive value extraction efforts over the coming years [1] Group 2 - The top ten weighted stocks in the China Livestock Breeding Index account for 64.83% of the index, with notable companies including Muyuan Foods, Wens Foodstuff, and Haida Group [2] - The Livestock ETF closely tracks the China Livestock Breeding Index, which includes listed companies involved in livestock feed, veterinary drugs, and livestock farming, reflecting the overall performance of related companies [1]

畜牧ETF紧密跟踪中证畜牧养殖指数，中证畜牧养殖指数选取涉及畜禽饲料、畜禽药物以及畜禽养殖等 业务的上市公司证券作为样本，以反映畜牧养殖相关上市公司的整体表现。 数据显示，截至2025年6月30日，中证畜牧养殖指数(930707)前十大权重股分别为牧原股份(002714)、温 氏股份(300498)、海大集团(002311)、梅花生物(600873)、新希望(000876)、大北农(002385)、生物股份 (600201)、圣农发展(002299)、唐人神(002567)、天康生物(002100)，前十大权重股合计占比65.27%。 截至2025年7月31日 15:00，中证畜牧养殖指数(930707)成分股方面涨跌互现，天马科技(603668)领涨 0.91%，生物股份(600201)上涨0.59%，美农生物(301156)上涨0.56%；金河生物(002688)领跌。畜牧 ETF(159867)最新报价0.63元。 国金农业团队指出，本周生猪均价14.15元/Kg，环比-0.84%；出栏均重128.48Kg，环比-0.35Kg。会议后 行业龙头依旧积极降重，散户看好8月价格持续压栏，目前看月初月末价格反 ...

Group 1 - The core viewpoint indicates that the pig farming industry is experiencing a short-term decline in pig prices due to accelerated weight reduction and increased slaughtering, but this is expected to lead to a price rebound around mid-June 2025 as supply contracts and inventory levels drop [1] - The China Livestock Breeding Index (930707) has shown positive performance with key stocks such as Shennong Group (605296) rising by 4.67%, Wens Foodstuff Group (300498) by 4.64%, and Muyuan Foods (002714) by 4.18% [1] - According to Everbright Securities, the industry capacity cycle has bottomed out, and the current high inventory levels are expected to decline, which may trigger a long-term profit uptrend in the sector after the inventory reduction phase ends [1] Group 2 - The Livestock ETF (159867) has increased by 1.31%, with the latest price reported at 0.62 yuan, reflecting the overall performance of the livestock breeding sector [1] - The China Livestock Breeding Index is designed to track the performance of listed companies involved in livestock feed, veterinary drugs, and livestock farming, with the top ten weighted stocks accounting for 68.9% of the index [2] - The top ten weighted stocks in the index include Haida Group (002311), Muyuan Foods (002714), Wens Foodstuff Group (300498), and others, indicating a concentrated market structure [2]

市场数据显示，节前猪价震荡上涨。上周养殖主体对于低价抵触情绪增强，阶段性主动缩量出栏以对抗 市场压力，叠加多地端午备货开启，屠企增量意愿增强，支撑猪价上涨。 截至2025年6月3日 10:38，中证畜牧养殖指数(930707)强势上涨1.02%，成分股湘佳股份(002982)上涨 8.30%，海大集团(002311)上涨2.89%，神农集团(605296)上涨2.75%，星湖科技(600866)，蔚蓝生物 (603739)等个股跟涨。 畜牧ETF(159867)上涨0.49%， 冲击3连涨。 畜牧ETF紧密跟踪中证畜牧养殖指数，中证畜牧养殖指数选取涉及畜禽饲料、畜禽药物以及畜禽养殖等 业务的上市公司证券作为样本，以反映畜牧养殖相关上市公司的整体表现。 数据显示，截至2025年5月30日，中证畜牧养殖指数(930707)前十大权重股分别为海大集团(002311)、牧 原股份(002714)、温氏股份(300498)、新希望(000876)、梅花生物(600873)、大北农(002385)、圣农发展 (002299)、生物股份(600201)、天康生物(002100)、唐人神(002567)，前十大权重股合计占比 ...

Market Overview - As of May 30, 2025, the Shanghai Composite Index closed down 0.47% at 3347.49 points, the Shenzhen Component Index down 0.85% at 10040.63 points, and the ChiNext Index down 0.96% at 1993.19 points, indicating a broad market decline [1] - The total trading volume of both markets reached 1.14 trillion yuan [1] Sector Performance - The top three sectors in terms of gains were the breeding industry (up 2.81%), rural commercial banks (up 1.70%), and chemical pharmaceuticals (up 1.21%) [1] - The sectors with the largest declines were packaging and printing (down 3.15%), electric machinery (down 2.83%), and consumer electronics (down 2.72%) [1] ETF Performance - A total of 208 non-currency ETFs rose, with an increase ratio of 18% [1] - The CSI Modern Agriculture Theme Index rose by 1.47%, with the E Fund Agriculture ETF increasing by 1.91% [1] - The CSI Livestock Breeding Index increased by 1.38%, with various livestock ETFs showing gains between 1.36% and 1.91% [1] Specific ETF Details - The Livestock ETF (516760.SH) has a latest share size of 205 million, closely tracking the CSI Livestock Breeding Index, which includes major companies like Haida Group and Muyuan Foods [3] - The Agriculture 50 ETF (159827.SZ) has a share size of 136 million, tracking the CSI Agriculture Theme Index, which includes companies like Muyuan Foods and Haida Group [4] - The current P/E ratio for the CSI Livestock Breeding Index is 12.55, which is lower than the average over the past three years [4] - The P/E ratio for the CSI Agriculture Theme Index is 14.73, also below the average for the past three years [4] Declining ETFs - A total of 901 non-currency ETFs fell, with a decline ratio of 79% [4] - The top declining ETFs included the Xinchuang ETF (down 5.19%) and the Hang Seng Internet ETF (down 2.77%) [6] Premium Rates - The S&P 500 Consumer Select Index showed a premium of 24.33%, while the S&P 500 ETF had a premium of 18.25% [7][9]

Group 1: Fund Management Changes - Fangzheng Fubang Fund announced the appointment of Li Yan as the new chairman, following He Yagang's retirement on May 28 [1] - Invesco Great Wall Fund's chairman, Li Jin, stepped down on May 29, with General Manager Kang Le taking over as acting chairman [1] - Yimin Fund reported the resignation of Li Jing as Deputy General Manager and Financial Officer due to personal reasons on May 29 [1] - Wang Jing and Zhu Hongyu were appointed as new Vice Presidents at China Merchants Fund, effective May 30 [2] Group 2: ETF Market Overview - The market experienced fluctuations, with the Shanghai Composite Index down 0.47%, the Shenzhen Component down 0.85%, and the ChiNext Index down 0.96% [3] - Total trading volume in the Shanghai and Shenzhen markets was 1.14 trillion yuan, a decrease of 462 billion yuan from the previous trading day [3] - The Bay Area ETF led the gains with an increase of 2.26%, while sectors like banking, aerospace, and biopharmaceuticals performed well [3][4] Group 3: ETF Performance Highlights - The top-performing ETFs included: - Bay Area ETF: 1.221 yuan, up 2.26% - Aquaculture ETF: 0.639 yuan, up 1.91% - Agriculture ETF: 0.747 yuan, up 1.91% [4] - Conversely, the leading decliner was the Xinchang ETF, down 5.19% [5] Group 4: Investment Opportunities - The focus on food security and improving agricultural productivity is a national policy, with transgenic biotechnology expected to accelerate under supportive policies [6] - Upgrading seed products is anticipated to boost sales and prices for quality seed companies, with leading firms currently valued at the bottom, highlighting long-term investment potential in agricultural ETFs [6]