德康农牧(02419)逆市升8.7% 机构料下半年农产品价格有望继续向上

金吾财讯06-10 13:35

金吾财讯 | 德康农牧(02419)股价逆市走高，截至发稿，报51.65港元，涨8.7%，成交额4128.55万港元。德康农牧公布，5月销售商品肉猪109.85万头，商品肉猪销售收入13.84亿元人民币。5月商品肉猪销售均价9.42元人民币╱公斤，较4月上涨2.17%。截至5月31日止五个月，集团共销售商品肉猪487.93万头，商品肉猪销售收入68.75亿元人民币。申万宏源发布研报称，展望下半年，农产品价格有望继续向上，而猪周期矛盾正不断累积。该行总结了三条投资主线：1.油价中枢上行叠加异常气候冲击，看好大宗农产品价格加速反转，布局受厄尔尼诺影响的品种；2.猪周期至暗时刻已过，但亏损压力与产能收缩仍在累积，拐点的确定性与弹性不断增强；3.肉鸡养殖板块供需矛盾弱化，盈利温和复苏，全产业链企业业绩与分红确定性提升，可作为附带内需复苏期权的高股息防御性选择。

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