卫龙美味(09985)今日盘中大涨8.05%,引发市场关注。该公司股价强劲上涨,主要受到即将公布的2024年度业绩以及分析师积极评价的推动。
据悉,卫龙美味将于今日披露2024年度业绩报告。国信证券表示,公司2024年上半年蔬菜制品收入同比增长56.6%,预计蔬菜产品将成为未来主要增长引擎。同时,面制品业务已走出调整期,2024年上半年收入同比增长5%。分析师看好公司未来3年的增长动力,认为产品创新和新兴渠道布局将为长远发展增添动力。
此外,摩根士丹利近期指出,卫龙美味今年以来股价已上涨66%,远超同期明晟中国指数17%的涨幅。该机构的渠道调研显示,2025年前两个月销售额增长约30%,大幅领先于整体主食和零食行业,这表明公司的销售业绩可能超出市场预期。投资者对公司的业绩预期和长期发展前景保持乐观,推动了今日的股价上涨。
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