卫龙美味（09985）今日盘中大涨8.05%，报价13.18港元，成交额6312.65万港元，引起市场广泛关注。
消息面上，卫龙美味将于今日披露2024年度业绩，这是推动股价上涨的主要原因。市场预期公司业绩表现强劲，特别是在蔬菜制品和面制品业务方面。国信证券指出，2024年上半年公司蔬菜制品收入同比增长56.6%，预计未来将成为主要增长引擎；而面制品业务也已走出调整期，2024年上半年同比增长5%。
此外，摩根士丹利近期调研显示，卫龙美味2025年前两个月销售额增长约30%，远超整体主食和零食行业水平。分析师看好公司未来3年增长动力充足，认为如果这种趋势持续，卫龙魔芋爽的销售额有望超出预期。值得注意的是，卫龙美味股价年初至今已上涨66%，大幅跑赢同期明晟中国指数17%的涨幅，这在很大程度上得益于被纳入港股通以及优异的销售业绩。
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