智通财经APP获悉，卫龙美味(09985)涨超6%，截至发稿，涨6.85%，报7.8港元，成交额1038.11万港元。
消息面上，方正证券近日发布研报称，近日我们参加了卫龙美味2025《共创成长组织提效》年会，核心反馈如下：龙头地位稳固，面制品稳步发展，菜制品高速成长。根据尼尔森数据，公司辣条产品连续3年保持全国销量第一，市占率为30%，是第二名的5倍。随着新品的持续推出，公司产品矩阵不断丰富，目前面制品合计10个SKU，菜制品合计8个SKU，通过在终端打造十连盒、十五连盒等集中陈列，品牌势能不断提升。
该行指出，全方位强化品牌建设。公司2025年计划加大营销总投资金额。春节旺季来临，关注年货节备货。今年春节较早，公司推出2025年CNY限定礼包产品，包括9.9元和19.9元年节系列包装产品、蛇皮袋礼包和赠品等，此外发布年节宣传片有望创造高热度话题，年货节有望实现较快增长。
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