智通财经APP获悉,德康农牧(02419)再涨超15%,年内股价已实现翻倍。截至发稿,涨11.79%,报55.95港元,成交额8351.29万港元。
消息面上,德康农牧此前发布公告,2025年3月,公司销售生猪90.065万头(其中商品肉猪85.426万头),销售收入人民币17.69亿元。2025年3月,公司商品肉猪销售均价人民币14.93元/公斤,较2025年1月下降2.61%。
太平洋证券指出,德康农牧自主培育的德康E系种猪自2023年起大面积推广,降本成效显著,测算目前公司完全成本或已降至13元/千克以下,成本居于行业第一梯队;预计未来三年公司生猪出栏增速在30%左右。黄羽鸡业务方面,公司充分利用其种鸡资源优势,提高中慢速及中速型黄羽肉鸡的比例,加大华南地区的拓展力度,预计黄鸡出栏量稳中略有增长。
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