德康农牧(02419)盘中涨超7%,截至发稿,股价上涨6.85%,现报42.10港元,成交额4942.37万港元。
华鑫证券表示,关注国内内需消费与弱替代性出美商品涨价逻辑,叠加股市资金避险情绪,重点推荐生猪养殖五朵金花,其中包括德康农牧等。
招商证券认为,德康农牧生猪养殖成本居于行业第一梯队,头均盈利行业领先;2025年生猪养殖业或有微利,公司有望凭借成本优势获取超额利润。
天风证券表示,根据国家统计局和海关总署数据,2024年我国猪肉产量为5706万吨,从美国进口7万吨,仅占全国猪肉产量的0.1%,而玉米、豆粕价格或因进口成本提升而有所上涨,带动行业养殖成本抬升。
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