德康农牧(02419)逆市涨2.39% 天风证券称今年猪价上涨空间可观

金吾资讯08-08

金吾财讯 | 德康农牧(02419)逆市走强，截至发稿，涨2.39%，报47.1港元。广发证券认为，当前生猪养殖已经回归较好盈利水平，随着3季度供需继续改善及养殖成本下行，行业有望受益猪价上行与成本下行之间“剪刀差”扩大，养殖企业利润水平有望超预期。天风证券最近发布专题研究报告指出，今年猪价反转趋势明确，随着供需剪刀差的持续放大，猪价上涨空间可观；另外行业补栏较为谨慎，或有利于延长本轮猪周期景气...

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