Tianhong CSI Agriculture Thematic ETF

CS Agricultural Index Down, Mixed Performance Among Agricultural Stocks

399231

中证农业

000122

大农业

159825

512620

516810

At a press conference held on April 23, the Ministry of Agriculture and Rural Affairs stated that the foundation for grain and oil production in China during the first quarter of this year has been solid. Winter wheat growth and development have basically caught up with normal levels, while winter rapeseed planting area remains stable with good growth conditions. Spring plowing and sowing are progressing smoothly, the intended sowing area for the full year's grain crops remains generally stable, and spring sowing progress has exceeded 20%

Wallstreetcn

Agriculture Index

SSE Agriculture

Fullgoal CSI Agriculture Theme ETF

ChinaAMC CSI Agriculture Theme ETF

Ministry of Agriculture and Rural Affairs: Strong Foundation for Grain and Oil Production in First Quarter

The Tianhong CSI Agriculture Thematic ETF (512620) has seen a net inflow of over 400 million yuan in the past 30 days, with its current valuation being 74% lower than the past decade. Despite the overall decline in the agricultural sector, pig prices have rebounded from the bottom, with the average price of external three-bred pigs increasing by 13.6% week-on-week. The Ministry of Agriculture and Rural Affairs is promoting a reasonable recovery in pig prices, and Sichuan Province is implementing incentive policies for pig farming entities. CITIC Securities believes that the agricultural theme is evolving towards a strategic track that combines safety and growth potential

腾讯新闻 - 财经

Adisseo

YONFER

Asia-potash

MUYUAN

HAID GROUP

Pig prices have bottomed out and rebounded significantly! The agricultural ETF Tianhong (512620) has seen a net inflow of over 400 million yuan in the past 30 days, with valuations lower than 74% of the time in the past decade

Sichuan Province has implemented a subsidy policy for pig farming, and the agricultural ETF Tianhong (512620) has performed well in the market, with related indices rising. The agricultural sector as a whole is showing signs of recovery, with some constituent stocks such as Luoniushan and Cangge Mining experiencing significant increases. Guohai Securities analysis believes that although pig prices may fluctuate in the short term, the de-capacity of pig farming will accelerate, and the current period is a left-side allocation window for the pig farming sector

HKAIT

ZANGGE MINING

Long Ping High-Tech

HAINAN RUBBER GROUP

WENS

Sealand Securities

Sichuan implements subsidies for pig farming, the agricultural ETF Tianhong (512620) index turned positive during trading, institutions say the sector is currently in a left-side allocation window

002124

603668

159616

The Tianhong CSI Agriculture Theme ETF (512620) performed actively in trading on April 17, with a transaction amount of nearly 14 million yuan and a net inflow of over 6 million yuan. The cumulative net inflow over the past five days exceeded 52 million yuan. Despite the CSI Agriculture Theme Index falling by 1.92%, some constituent stocks such as Tech-bank and TIANMA TECH rose. Guosen Securities is optimistic about the reversal of the domestic livestock industry's big cycle, believing that leading enterprises will have significant cost advantages against the backdrop of capacity contraction

Tech-bank

TIANMA TECH

CCB Principal CSI Nongmu Theme ETF

MEIHUABIO;Mei Hua Group

BATIAN

GUOSEN SECURITIES

The Tianhong Agriculture ETF (512620) saw a net inflow of over 6 million yuan last Friday, with institutions optimistic about the reversal of the domestic livestock cycle

On April 15th, the Tianhong CSI Agriculture Thematic ETF (512620) performed actively in the A-share market, accumulating over 61 million yuan in the past 5 days. Despite a slight adjustment in the agriculture sector, with the CSI Agriculture Thematic Index falling by 0.25%, component stocks such as Tianbang Foods and Reap Bio performed strongly. The main contract for live pig futures rose, and pig prices hit a 10-year low, leading to increased discussions in the market about a reversal in pig prices. Zhongyou Securities pointed out that losses in the live pig industry are deepening, and signals of supply contraction are gradually accumulating, with expectations that pig prices will gradually stabilize

RINGPU

Huaying Agricultural

TECON

Pig prices continue to hit new lows, with funds betting on a reversal in advance? Agricultural ETF Tianhong (512620) has attracted over 61 million yuan in the past 5 days

HOGS

159172

Barchart Option

WisdomTree Lean Hogs

China Universal CSI Livestock Breeding Industry ETF

Hogs Leaking Lower on Wednesday

On March 14th, the three major indices of A-shares showed mixed results, with the agricultural ETF Tianhong (512620) rising against the trend, and constituent stocks performing strongly. Analysts expect that pig prices will rebound around May, although current pork prices are declining, and leading enterprises are cautious about their output. The agricultural ETF Tianhong closely tracks the CSI Agriculture Index, with a circulating scale exceeding 1.1 billion yuan, and recently received a net inflow of over 240 million yuan. Market analysis indicates that the pig inventory may reach an inflection point, but supply pressure still exists

Pig prices are declining, leading major enterprises to be cautious in their sales. The agricultural ETF Tianhong (512620) has seen its underlying index rise against the trend, with institutions predicting a rebound in pig prices around May

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The Tianhong CSI Agriculture Thematic ETF (512620) has attracted nearly 250 million yuan in funds over the past 20 trading days, with a net inflow of 14.3469 million yuan on April 9th. This ETF closely tracks the CSI Agriculture Index, covering areas such as breeding and agricultural chemicals, with constituent stocks including MUYUAN. Guosen Securities pointed out that the demand for fertilizers for spring plowing is rising, and the potash fertilizer market is bullish. Kaiyuan Securities believes that the supply in the pig farming industry is relaxed, and the capacity reduction process is expected to accelerate, with investors needing to pay attention to signals such as the inventory of breeding sows

The Tianhong CSI Agriculture Thematic ETF (512620) has raised nearly 250 million yuan in the past 20 days, institutions: the capacity reduction process in the pig industry is expected to accelerate

The Tianhong CSI Agriculture Thematic ETF (512620) has accumulated a net inflow of over 500 million yuan in the past 30 trading days, with its current valuation being lower than 74% of the time in the past decade. This ETF closely tracks the CSI Agriculture Index, with a one-year increase of 24.98%. The Ministry of Agriculture has implemented production filing management to regulate the inventory of breeding sows, with policy dividends being intensively realized. Kaiyuan Securities points out that the supply of the pig farming industry remains loose, and investors need to pay attention to changes in production capacity, such as the inventory of breeding sows

The Tianhong CSI Agriculture Thematic ETF (512620) has accumulated a net inflow of over 500 million yuan in the past 30 trading days, with the current valuation being lower than 74% of the time in the past decade

Tianhong CSI Agriculture Thematic ETF(512620.SH)

Ministry of Agriculture and Rural Affairs: Strong Foundation for Grain and Oil Production in First Quarter

Pig prices have bottomed out and rebounded significantly! The agricultural ETF Tianhong (512620) has seen a net inflow of over 400 million yuan in the past 30 days, with valuations lower than 74% of the time in the past decade

Sichuan implements subsidies for pig farming, the agricultural ETF Tianhong (512620) index turned positive during trading, institutions say the sector is currently in a left-side allocation window

The Tianhong Agriculture ETF (512620) saw a net inflow of over 6 million yuan last Friday, with institutions optimistic about the reversal of the domestic livestock cycle

Pig prices continue to hit new lows, with funds betting on a reversal in advance? Agricultural ETF Tianhong (512620) has attracted over 61 million yuan in the past 5 days