德康农牧(02419)盘中涨近6%,高见63港元,再创上市新高。截至发稿,股价上涨4.96%,现报62.45港元,成交额6484.735万港元。
太平洋证券表示,公司养殖成本行业领先,估值修复空间较大。预计2025年公司养殖成本持续下降:生猪业务:公司自主培育的德康E系种猪自2023年起大面积推广,降本成效显著,该行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。公司计划自西南往华南及华东市场扩张,在自营农场与一号家庭农场稳健扩张的同时,重点发展二号家庭农场模式,预计未来三年公司生猪出栏增速在30%左右。
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