智通财经APP获悉，德康农牧(02419)再涨超10%，截至发稿，涨8.02%，报50.5港元，成交额8216.66万港元。
消息面上，德康农牧公告显示，2025年4月，本公司销售生猪932.23千头，销售收入人民币18.67亿元；期内本公司商品肉猪销售均价人民币14.81元/公斤，环比下降0.80%。截至2025年4月30日止4个月，本公司共销售生猪3427.71千头，销售收入人民币67.58亿元。
华源证券此前指出，从行业与周期视角看，猪价预测的难度越来越大，而不同企业的经营效率差异仍十分明显，投资应从“周期思维”向“优质优价”转化。招商证券则表示，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。
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