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港股異動丨德康農牧大漲13% 股價創歷史新高 年內累漲超2倍!
德康農牧(2419.HK)今日逆勢走強,盤中一度大漲13.34%報83.25港元,股價創歷史新高,市值超320億港元,年內已累漲206%。消息面上,德康農牧公告,2025年5月,公司銷售生豬86.942萬頭(其中商品肉豬83.988萬頭),銷售收入約17億元(人民幣,下同)。5月公司商品肉豬銷售均價14.64元╱公斤,環比下降1.15%。截至5月31日止五個月,公司共銷售生豬429.713萬頭(其中商品肉豬405.17萬頭),銷售收入84.574億元。申萬宏源發研報指,2025年春節後至今,豬價表現持續強於市場預期,但產能恢復較爲緩慢。近期,行業中關於“降體重、穩產能”的預期發酵,對於下半年豬價預期或有重估機會,在持續偏強的豬價與持續回落的養殖成本之下,低成本生豬養殖標的盈利兌現值得期待。關注德康農牧等。(格隆匯)

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