智通财经APP获悉，猪肉概念股午后拉升，截至发稿，德康农牧(02419)涨3.89%，报66.7港元；牧原股份(02714)涨3.08%，报40.2港元。
消息面上，中共中央政治局4月28日召开会议，分析研究当前经济形势和经济工作。会议提到抓好农业生产，稳定生猪等农产品价格。中航证券认为，鉴于政策和养殖利润等因素的驱动，行业产能去化趋势望延续，重视生猪板块配置机会。一是生猪周期轮转不止，配合“反内卷”政策引导，产能有望合理调减，猪价预期和生猪板块走势有望得到支撑。二是生猪行业优势企业价值属性增强。三是生猪行业优势企业红利属性增强。四是生猪头部企业推进全球化战略。
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