港股异动 | 德康农牧(02419)再涨超6% 上半年调整前利润增超250% 中金维持目标价111港元

智通财经网
Aug 21, 2025

智通财经APP获悉,德康农牧(02419)再涨超6%,截至发稿,涨4.85%,报88.65港元,成交额1.01亿港元。

消息面上,德康农牧近日公布中期业绩,上半年实现营业收入116.95亿元,同比增长24.3%;公司生物资产公允价值调整前利润为12.73亿元,同比增长250.6%。其中,生猪板块收入达人民币98.79亿元,同比增长32.6%,生猪销量511.74万头,同比增长27.1%。

中金发布研报称,德康自发布24年年报后成长叙事认知度提升,流动性改善带动价值修复。我们测算近期公司头均市值2623元/头,较行业龙头平均估值仍存一定提升空间。该行表示,考虑公司基本面成长性延续及交易流动性改善,维持目标价111港元,维持“跑赢行业”评级。

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