Core Viewpoint - The stock of Dekang Agriculture (02419) has seen a rise of over 5%, attributed to positive industry sentiment regarding the pig farming sector's recovery and long-term price stability [1] Industry Summary - At the 2025 Pig Industry Development Conference held in Guangdong, representatives from government, industry associations, and leading enterprises emphasized the need for capacity regulation and industry self-discipline to overcome severe challenges posed by increasing competition within the industry [1] - Analysts suggest that the industry's efforts to combat internal competition may support the long-term performance of pig prices [1] Company Summary - Guosen Securities released a report highlighting Dekang Agriculture's innovative "company + sow breeding and fattening farm" model, which allows for direct sow management by farmers, leading to lighter asset expansion, more stable farmer cooperation, and better disease control [1] - The company is expected to exceed a slaughter scale of 10 million heads by 2025, maintaining a rapid growth rate in output, with per-head profitability expected to surpass the industry average, indicating potential for valuation recovery [1]
港股异动 | 德康农牧(02419)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