德康农牧:轻资产、低成本、高弹性 2024年成长兑现

中金公司
24 Jan

预告2024 年生物资产公允价值调整前净利润31-33 亿元,符合我们预期德康农牧公布2024 年业绩预告:2024 年不考虑生物资产价值变动的净利润同比扭亏至31-33 亿元,2H24 不考虑生物资产价值变动的净利润同比扭亏至27-29 亿元。业绩符合我们预期,较大幅扭亏主因畜禽价格回暖、养殖成本保持优势并快速下行。关注要点生猪业务兑现高质量成长,黄羽鸡业务稳健发展。据公司公告,1)生猪:量价齐...

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