智通财经APP获悉，德康农牧(02419)早盘涨超5%，截至发稿，涨4.73%，报69.7港元，成交额4234.14万港元。
消息面上，日前，在广东新兴举行的2025年生猪产业发展大会上，来自政府部门、行业协会及头部企业的代表认为，面对当前行业“内卷”加剧的严峻挑战，亟须通过产能调控与行业自律，推动行业走出困局，实现高质量发展。分析人士指出，行业反内卷有望支撑猪价中长期表现。
国信证券发布研报称，德康农牧创新践行“公司+母猪饲养及育肥场”的二号家庭农场养殖模式，将种猪直接交由农户饲养，实现更轻资产扩张、农户合作更稳定、且更有利于疾病防控等优势，2025年出栏规模有望突破1000万头，仍维持较快出栏增速，且单头盈利相比行业平均水平具备超额，看好后续估值修复空间。
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