港股异动 | 德康农牧涨超13%再创新高，月内股价累涨近70%
5月30日，德康农牧盘中涨超13%，股价再创上市以来新高！月内股价累涨近70%。
开源证券指出，4月猪价淡季不淡。展望后市，供给端前期能繁淘汰缺口及冬春季腹泻病毒变异流行仔猪损失缺口传导将至，5月生猪出栏增量有限，需求端猪肉消费边际向好。外围看，中美贸易摩擦谈判互征关税下降虽超预期，但实际关税仍高于贸易摩擦前，饲料原料及替代肉类成本抬升。内外因素共同驱动下，5月猪价中枢或延续抬升态势，2025年猪价中枢有支撑。
太平洋证券表示，德康农牧养殖成本行业领先，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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