德康农牧(02419)跌超4.6% 机构指生猪养殖行业亏损确定性高

金吾财讯04-01

金吾财讯 | 德康农牧(02419)股价逆市走低，截至发稿，报61.95港元，跌幅4.62%，成交额3002.15万港元。国盛证券此前表示，本月各类产品价格走势延续，其中生猪报价触及9.46元/公斤，短期下行压力仍大，且考虑已经在路上的饲料成本上行，行业持续深度亏损确定性高，亏损幅度和长度正在超预期。市场调整后重新审视基本面，逻辑方向依旧是亏损产能去化，未来一个季度行业亏损几乎已成定局，逻辑增强的确定性高，再次提示建议加强配置。

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