On April 17, the three major indices showed mixed results, with the agricultural sector experiencing a pullback. The CSI Agriculture Theme Index (000949.CSI) fell by 1.92%. Among the constituent stocks of this index, Tech-bank rose over 5%, TIANMA TECH increased by over 2%, MeiHua Bio rose by 0.37%, BaTian Co., Ltd. increased by 0.36%, and TaiHe Co., Ltd. rose by 0.04%.
In terms of related ETFs, the Wind financial terminal shows that as of the market close on that day, the Agricultural ETF Tianhong (512620) had a trading volume of nearly 14 million yuan, indicating active trading. In terms of capital flow, as of April 17, this ETF saw a net inflow of over 6 million yuan on that day, with a cumulative net inflow of over 52 million yuan in the past five days.
The Agricultural ETF Tianhong (512620) closely tracks the CSI Agriculture Index, covering areas such as breeding and agricultural chemicals. Its constituent stocks include leading agricultural companies like MuYuan Food, Wen's Foodstuffs Group, and HaiDa Group, achieving diversified layouts, and it also includes off-market connection funds (Class A 010769, Class C 010770).
GuoXin Securities expressed optimism about the reversal of the domestic livestock cycle, with the domestic and international beef and raw milk markets expected to resonate upward. In terms of live pigs, official capacity control will accelerate the cash flow improvement of leading enterprises, which are expected to transform into dividend targets. Against the backdrop of industry-wide capacity contraction, the cost advantages of leading companies are expected to significantly increase, reinforcing the strong.
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512620

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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

腾讯新闻 - 财经

Tech-bank

TIANMA TECH

Fullgoal CSI Agriculture Theme ETF

Tianhong CSI Agriculture Thematic ETF

CCB Principal CSI Nongmu Theme ETF

ChinaAMC CSI Agriculture Theme ETF

中证农业

MEIHUABIO;Mei Hua Group

BATIAN

MUYUAN

WENS

HAID GROUP

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