智通财经APP获悉，德康农牧(02419)涨超7%，截至发稿，涨7.23%，报42.25港元，成交额3387.77万港元。
消息面上，国务院关税税则委员会发布，自2025年4月10日12时起，对原产于美国的进口商品在现行适用关税税率基础上加征34%关税。华鑫证券表示，在中美贸易持续摩擦预期下，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%，因此关税反制或难以对生猪供应端产生影响。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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