Pork prices have risen for the eleventh consecutive time—could this be the moment to step into the 'pig cycle'? Analysts are sharply divided.

Pork prices have risen for eleven consecutive weeks, surging over 20%, thrusting the hog farming sector back into the spotlight. However, institutions are divided on whether this marks a rebound or a genuine reversal. Optimists point to deep industry losses, sustained declines in the breeding sow herd, and government-driven production cuts, arguing that a cyclical inflection point is approaching. Cautious analysts warn that secondary fattening merely 'defers supply,' and with weak seasonal demand coinciding with increased output from large-scale producers, pork prices still face downside risks. Entering the 'hog complex' may still represent a left-tail trade.

wallstreetcnJul 9 16:24

Express News | CSC Financial: The hog farming sector will see differentiation in the future.

BreakingsApr 20 07:59

Pork Prices Hit a Decade-Low! Where Are We in the Pork Cycle?

The price of live hogs continues to bottom out. On April 16, the national average price of standard three-breed hogs fell to RMB 8.68 per kilogram, hitting its lowest level since 2015, with only the RMB 6.4 per kilogram recorded in June 2006 being lower than the current level. However, the main continuous contract for live hog futures has started to rally, rising for three consecutive trading days and rebounding more than 5% from its low point, currently quoted at RMB 9,515. Meanwhile, as of April 15, the Livestock Farming ETF (516670) managed by China Merchants Asset Management saw net inflows totaling RMB 180 million over five consecutive trading days, with its year-to-date share increase amounting to 438 million shares, ranking first among livestock farming ETFs.

Gelonghui FinanceApr 16 18:58

ETF Midday Review | AI Application Sector's One-Day Rally Fades, Gaming ETF and Gaming Media ETF Down 3%

Gelonghui, September 26 | The three major indices of China's A-share market collectively declined in the morning session. As of the midday break, the Shanghai Composite Index fell by 0.18%, the Shenzhen Component Index dropped by 0.79%, and the ChiNext Index declined by 1.17%. The combined trading volume of the Shanghai, Shenzhen, and Beijing markets reached RMB 1.3818 trillion in the morning session, representing a decrease of RMB 174 billion compared to the previous day. More than 2,500 stocks across the market were in negative territory. In terms of sector performance, technology shares broadly retreated, with liquid cooling, Moore Threads-related stocks, and CPO concept stocks leading the declines. AI application-related sectors again experienced a 'one-day rally.' On the upside, wind power equipment, chemical fibers, military equipment, agrochemical products, and soybean-related sectors topped the gainers list. Regarding ETFs, the long-dormant military sector rebounded strongly, with Fubon Fund’s militar

Gelonghui FinanceSep 26, 2025 11:37

ETF summary | The computing power Sector rebounded, with the 500XINXI, GEM E Fund Artificial Intelligence ETF, and Cloud 50 ETF rising by 3.98%, 3.86%, and 3.77% respectively.

On June 5, Gelonghui reported that the three major indices of A-shares collectively rose today. At the close, the Shanghai Composite Index rose by 0.23%, the Shenzhen Component Index rose by 0.58%, and the GEM Index rose by 1.17%, while the North Securities 50 Index fell by 0.29%. The total transaction volume in the All Market was 1,317 billion yuan, an increase of 139.5 billion yuan compared to the previous day. 2,600 stocks in the All Market rose. In terms of sectors, military equipment restructuring, the Industry Chain of computing power, football, and stablecoins led the gains, while beauty and personal care and Food Processing sectors saw significant declines. Regarding ETFs, AI hardware rebounded collectively, with the computing power sector leading the gains, and investment from Southern Funds in the 500XINXI and GEM Artificial Intelligence ETF.

Gelonghui FinanceJun 5, 2025 15:10

ETF Review | The agriculture Sector was strong throughout the day, with the agriculture ETF rising by 2.64%. The cross-border ETF suffered a heavy loss, while the Yinhua ICBCCS CSOP S&P China New Economy Industry ETF(QDII) and CSI Cons Stap ETF fell by 7.

On April 3, Gelonghui reported that the three major A-share indices collectively adjusted today; at the close, the Shanghai Composite Index fell by 0.24%, the Shenzhen Component Index fell by 1.40%, the Chinext Price Index fell by 1.86%, and the North Securities 50 Index fell by 0.83%. The All Market transaction amount was 1157.8 billion yuan, an increase from the previous day's volume of 165.5 billion yuan. More than 3100 individual stocks in the All Market declined. In terms of sector trends, ZHONGHANZIMAOQU, animal vaccines, rail transit equipment, and consumer sectors led in gains; Consumer Electronics and Hithink RoyalFlush Information Network's overseas 50 sectors led in declines. In terms of ETFs, the farming sector remained strong throughout the day, with Ping An Fund's farming ETF, China Merchants Fund's livestock farming ETF, and Penghua Fund.

Gelonghui FinanceApr 3, 2025 15:12