本周三（6月11日）港股盘初， 德康农牧 涨超10%再创历史新高，截至发稿报88.4港元，过去一个月已飙升超110%：
消息面上，德康农牧公告，2025年5月，公司销售生猪86.942万头(其中商品肉猪83.988万头)，销售收入约17亿元(人民币，下同)。5月公司商品肉猪销售均价14.64元╱公斤，环比下降1.15%。
截至5月31日止五个月，公司共销售生猪429.713万头(其中商品肉猪405.17万头)，销售收入84.574亿元。
申万宏源发研报指，2025年春节后至今，猪价表现持续强于市场预期，但产能恢复较为缓慢。
近期，行业中关于“降体重、稳产能”的预期发酵，对于下半年猪价预期或有重估机会，在持续偏强的猪价与持续回落的养殖成本之下，低成本生猪养殖标的盈利兑现值得期待。关注德康农牧等。
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