今日，养殖板块继续反弹，养殖ETF（159865）涨超1.3%，连续4日净流入光大证券指出，生猪养殖板块报表端指引的行业产能周期已经触底，但持续的库存高位影响逻辑走顺。近期政策驱动加速行业降重去库存，量价关系有望重新匹配，长期视角下去库存结束后板块有望开启长周期盈利上行期。后周期板块方面，生猪存栏量回升提振饲料、动保需求，业绩已逐步回升。养殖ETF（159865）跟踪的是中证畜牧指数（代码：...
Source Link今日，养殖板块继续反弹，养殖ETF（159865）涨超1.3%，连续4日净流入光大证券指出，生猪养殖板块报表端指引的行业产能周期已经触底，但持续的库存高位影响逻辑走顺。近期政策驱动加速行业降重去库存，量价关系有望重新匹配，长期视角下去库存结束后板块有望开启长周期盈利上行期。后周期板块方面，生猪存栏量回升提振饲料、动保需求，业绩已逐步回升。养殖ETF（159865）跟踪的是中证畜牧指数（代码：...
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