智通财经APP获悉,德康农牧(02419)午前张超4%,截至发稿,涨4.05%,报30.85港元,成交额2285.76万港元。
消息面上,据3月10日市场消息报道,2月底至3月初,四川多家生猪生产企业陆续公布年度产能目标,不断传递出川猪扩产的强烈信号。2025年以来,四川4家上市猪企——四川德康农牧食品集团股份有限公司、新希望六和股份有限公司、乐山巨星农牧股份有限公司、巴中市巴山牧业股份有限公司,以及在川布局的双胞胎集团等行业龙头企业,纷纷谋划扩产。 农业农村厅相关负责人表示:“企业扩产的热情,证明超长猪周期已结束,这些扩产的规模是近年来最大的。从目前各龙头企业反馈的信号来看,“增”将是川猪在2025年的关键词和主基调。”
德康农牧相关负责人透露,企业正在加快省外布局,力争年内实现存栏量和出栏量“双增”。德康农牧将出资1000万元,成立海南德盛鑫康投资有限公司。德康农牧此前发布公告称,公司2024年生猪销售收入同比+54%至188.7亿元,生猪销量同比+24%至877.9万头;其中商品猪销量同比+28%至854.4万头,占生猪销量97%;商品猪售价同比+13%至16.7元/千克。
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