Group 1 - The core viewpoint of the article highlights the need for the pig industry to overcome challenges through capacity regulation and industry self-discipline to achieve high-quality development [1] - Analysts suggest that the industry's efforts to counteract internal competition are expected to support the medium to long-term performance of pig prices [1] - The stock price of Dekang Agriculture (02419) rose over 5% in early trading, reflecting positive market sentiment, with a current price of 69.7 HKD and a trading volume of 42.34 million HKD [1] Group 2 - Guosen Securities reports that Dekang Agriculture is innovatively implementing a "company + sow breeding and fattening farm" model, which allows for lighter asset expansion and more stable cooperation with farmers [1] - The company aims to exceed a slaughter scale of 10 million heads by 2025, maintaining a rapid growth rate in output [1] - Dekang Agriculture's profitability per head is expected to be above the industry average, indicating potential for valuation recovery in the future [1]
德康农牧早盘涨超5% 行业反内卷有望支撑猪价 机构看好公司后续估值修复空间