The Penghua Breeding ETF has experienced net capital inflows for five consecutive days, with a total net inflow of 54 million shares. Institutions recommend paying attention to allocation opportunities during the loss phase.

Funds flow into the breeding sector against the trend, with the breeding ETF Penghua(159867) today net subscription of 11 million units, achieving five consecutive days of net inflow, with a total net inflow of 54 million units. On the news front, China Storage Network issued a notice that on April 3rd, 10k tons of central reserve frozen pork will be auctioned for storage.

Guosheng Securities expects that participants with higher costs over a longer period will face reduction pressure, as changes in sow production capacity data will continue to catalyze. Investors are advised to pay attention to allocation opportunities during loss-making phases. Currently, valuations remain relatively low, and attention should be given to the allocation opportunities of low-cost pig enterprises.

As of 15:00 on April 3, 2026, in the component stocks of the CSI Livestock Breeding Index(930707), Xiaoming Co., Ltd. led the decline with 6.13%, Jinhai Biological dropped 5.70%, Huisheng Biological fell 5.66%, Xiangjia Co., Ltd. decreased 5.60%, and Jinxinnong declined 5.35%. The latest quote for the Penghua(159867) breeding ETF is 0.61 yuan.

The Penghua(159867) breeding ETF closely tracks the CSI Livestock Breeding Index, which selects listed companies involved in livestock feed, veterinary drugs, and livestock farming as samples to reflect the overall performance of livestock breeding-related listed companies.

Data shows that as of March 31, 2026, the top ten weights of the CSI Livestock Breeding Index930707 are Wen’s Shares, Haida Group, Muyuan Foods, Zhengbang Technology, Meihua Biological, New Hope, Biological Shares, North Dairies, Sanong Development, and Lihua Shares, with the top ten weights accounting for 67.68%.