HK Stock Market Move | DEKON AGR (02419) rose more than 5% in early trading, leading the concept of pork stocks. The Ministry of Commerce and other departments have launched the central reserve frozen pork collection and procurement.

DEKON AGR (02419) rose more than 5% in early trading, leading the pork concept stocks. As of the time of publication, it was up 5.19% to HK $65.85, with a turnover of HK $49.2983 million. On the news front, according to Securities Times, the National Development and Reform Commission, the Ministry of Commerce, and the Ministry of Finance will carry out the second batch of central frozen pork reserve procurement and storage this year, and require simultaneous storage in various regions to better play the role of reserve regulation. Next, the National Development and Reform Commission and other departments will continue to closely monitor the dynamics of the live pig market, increase storage efforts, strengthen comprehensive production capacity control, guide livestock farms to make reasonable arrangements for production and operation, and promote the stable operation of the market. In "Behind the 11.9 yuan cost and sufficient fund reserves: How does DEKON AGR (02419) reconstruct the industry valuation anchor with "light assets + full industry chain"?", it pointed out that in the case of industry-wide pressure, the full-year total cost of DEKON AGR has dropped to about 12.32 yuan/kg, a year-on-year decrease of 9.74%. By the end of 2025, the full cost per kilogram will be further reduced to 11.9 yuan, with average profit per head and production efficiency consistently ranking among the top in the industry. With DEKON AGR achieving even lower full cost of pig breeding, and diversified sectors such as slaughtering and poultry shifting from "strategic investment" to "profit contribution", DEKON AGR is completing the evolution from a single breeding giant to a full industry chain food group.