The breeding sector rises and rose more than 4%to lead the market

Today, the breeding sector is exclusively, the market rises, leading the market, and the farming sector has burst into collective outbreaks. Related industries ETF -breeding ETF (159865) rose 4%, leading the market.

Today, the breeding industry sector opened rapidly, and Wen's shares rose more than 8%. The stocks such as Xiangjia and Dongrui Co., Ltd. rose more than 6%.

Looking at the news, according to the relevant website news on the 17th, the relevant meeting stated that in the next step, the relevant departments will continue to support the development and development of straw resources in the field of scientific and technological research and development in the field of cattle and sheep breeding to focus on breeding, new feed resource development, and high -quality forage production. Processing, efficient breeding, and prevention and control of major animal epidemic diseases, innovate an integration of a number of high -efficiency and practical new technologies and new products, strengthen technical guidance and services, improve the technical level of the use of straw feed and cattle and sheep farming, and help farmers increase production Increase efficiency.

From the high point on July 12, the recovery of the breeding ETF (159865) was obvious. As of August 18, the decline was nearly 10%. Overall, since this year, the overall decline in ETFs has fallen by more than 7%. Since the beginning of this year, the performance of the secondary market has not performed well, but from a fundamental point of view, the breeding sector is basically good, pork prices have continued to rise, and pig production capacity continues to be carried out.

Since April 2022, pig prices across the country have continued to rise rapidly, driving some listed pig companies in July. Since April, the prices of pigs and pork have risen for more than several months. Especially since July, pork prices have suddenly skyrocketed, from 24.21 yuan/kg to up to 29.8 yuan/kg.

According to the analysis of China Merchants Securities Report, benefited from the rise of pig prices, and pig farming has entered a comprehensive profit since July; the average profit of about 493 yuan/head from July to the present, from the high of 493 yuan/head, from 2014 to 2018 There is still a point-fixed space, the average profit of the pig farming is about 703 yuan/head, and the high level of the pig cycle in 2014 to 2018 has exceeded 2014 to 2018. China Merchants Securities believes that the turning point of this round of pig cycle has emerged in March 2022. The supply and demand structure of 22H2 continues to improve. It is expected to support the price of pig prices to maintain strong.

Changjiang Securities believes that the rapid rise in pig prices in the near future objectively reflects the current situation of the shortage of pig supply supply. According to the output trend of the production capacity of relevant departments and combined with the yield of sow materials, the supply of commercial pig supply in the fourth quarter of this year or the first quarter of next year may The situation that decreases from the previous quarter, and with the recovery of demand, the pork price before the Spring Festival next year does not rule out the possibility of hitting a new round of this round. At the current stage, the stock price of the breeding sector and pig prices are mismatched. As the profitability of the breeding sector continues to improve, the investment opportunities of the breeding sector are worthy of active layout.

Zhao Jinhou, chief analyst of the Shen Wanhongyuan Research Institute, believes that in the second half of the year, with the continuous recovery of the fundamentals of the breeding industry, the industry is expected to shift from losses to profitability, from less profit to profit. Next, the main concern of the agricultural sector is the rise of the industry.

For investment opportunities in the breeding sector, investors can lay out breeding leading stocks by breeding ETF (159865).

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