智通财经APP获悉，德康农牧(02419)近5%，截至发稿，涨4.53%，报83.15港元，成交额2.95亿港元。
消息面上，华源证券发布农林牧渔行业研报，该机构指出，5月能繁母猪存栏环比增加，农业农村部表示将针对生产成本偏高、产能增加较多的头部企业继续开展“窗口指导”。该机构认为，政策坚定维护猪价稳定，产能调控力度或继续加大。当前生猪板块估值处于相对低位，成本领先企业在2025年盈利确定性较强，推荐关注德康农牧。
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