智通财经APP获悉，德康农牧(02419)逆市涨超7%，截至发稿，涨4.9%，报74.95港元，成交额5930.28万港元。
消息面上，长江证券发布研报称，在当前养殖行业成本方差仍然较大的背景下，产能去化是一个持续的过程，成本高的养殖主体会率先实现去化，周期下行阶段养殖成本的竞争力也将成为企业最核心的竞争力，其次是企业自身的现金流。本轮周期或将带来养殖行业竞争格局的持续优化，真正有成本优势以及现金流的企业未来也有望迎来更长的盈利周期。
据悉，德康农牧长期致力于成本挖潜。据机构调研信息显示，公司2026年1月商品猪完全成本降至约11.9元/kg，稳居行业第一梯队。主要系生产效率提升带来的指标改善，以及通过精细化管理推动降本增效。未来预计仍有压降空间。
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