港股异动 | 德康农牧(02419)涨超9% 生猪强势站上11元大关 公司有望迎业绩拐点与估值重塑

智通财经
Sep 01

智通财经APP获悉,德康农牧(02419)早盘大涨超9%,截至发稿,涨7.57%,报58.25港元,成交额3937.08万港元。

消息面上,生猪市场8月迎来一波强势反弹行情。据中国养猪网监测,截至8月31日,全国外三元生猪出栏均价达到11.03元/公斤,多达29个省份报价飘红,市场情绪明显回暖。国信证券认为,头部猪企现金流有望率先实现好转,并转型为优质红利标的。核心看好低估值生猪养殖龙头。

值得一提的是,凭借科技创新+精益运营驱动增效降本,德康农牧完全成本、盈利效率保持行业领先,单头亏损优于同业,抗周期韧性凸显。兴业证券表示,公司有望在生猪业务景气修复与黄羽鸡盈利优化的双重驱动下,迎来业绩拐点与估值重塑。

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