异动解读 | 卫龙美味股价盘中大涨9.99%,创历史新高,业绩增长及高分红政策推动

异动解读
01 Apr

4月1日,卫龙美味(09985)股价盘中大涨9.99%,再度刷新历史高点。该股今年以来累计涨幅已超过130%,表现十分亮眼。

卫龙美味近期公布的2024年度财报显示,公司业绩增长强劲。全年收入达62.66亿元人民币,同比增长28.63%;公司拥有人应占利润为10.69亿元,同比增长21.37%。在产品结构方面,传统的辣条(调味面制品)业务保持稳定增长,收入增加4.6%至26.67亿元。更值得注意的是,公司的蔬菜制品业务表现突出,全年收入大幅增长59.1%至33.71亿元,占总收入的比例提升至53.8%,成为新的增长引擎。

此外,卫龙美味的高分红政策也吸引了投资者的关注。公司拟派发末期股息每股0.11元及特别股息每股0.18元,全年累计派息比率高达99%。华西证券分析认为,公司账面现金充裕,负债压力较小,且盈利状况良好,有能力持续维持高分红。同时,以魔芋为代表的蔬菜制品业务增长迅速,预计2025财年仍将保持较高增长势头。分析师看好魔芋食品低热量、健康的特点,认为其具有广泛的受众群体和较大的发展潜力。这些积极因素共同推动了卫龙美味股价的强劲表现。

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