长江证券：海大集团向上弹性较大，重点推荐

金融界05-27

长江证券研报指出，在饲料行业存量竞争的背景下，海大集团（002311）(002311.SZ)依靠着较强的核心竞争力，一直实现着市场份额的逆市提升，过去3年市占率从5.8%提升至7%。该行认为，当下饲料板块开始逐步进入优胜劣汰阶段，海大集团较强的增长确定性使得其稀缺性愈加突出，看好其长期成长。当下公司对应今年PE估值仅20X左右，处于历史估值水平底部，考虑公司长期成长确定性，以及今年下游养殖景气度...

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