金吾财讯 | 猪肉概念股强势,万洲国际(00288)涨3.79%,德康农牧(02419)涨3.46%。国信证券表示,生猪头部企业现金流快速好转,并有望转型为红利标的,在全行业产能收缩的背景下,龙头的成本优势有望明显提高,强者恒强。
金吾财讯 | 猪肉概念股强势,万洲国际(00288)涨3.79%,德康农牧(02419)涨3.46%。国信证券表示,生猪头部企业现金流快速好转,并有望转型为红利标的,在全行业产能收缩的背景下,龙头的成本优势有望明显提高,强者恒强。
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