智通财经APP获悉，卫龙美味(09985)续涨超4%，近一周交易日累计涨超20%。截至发稿，涨4.42%，报9.45港元，成交额849.65万港元。
消息面上，近日，恒生指数公司公布最新季检结果，其中卫龙美味获纳入恒生综合指数成份股，调整将于3月10日起正式生效。方正证券认为，随着恒生指数重新调整公司即将重新入通，流动性有望增强。中金表示，考虑到集团后续流动性改善及2025年增长性，上调卫龙美味目标价11.8%至9.5港元，仍有19.3%的上涨空间。
国泰君安指出，预计公司将同步进入港股通，流动性有望明显改善，从而带动估值上行。随着产品结构和渠道端调整完成，预计2024全年调味面制品营收有望恢复增长，未来有望保持平稳增长；蔬菜制品第二曲线成长性释放，随着近年魔芋品类热度提升、市场持续扩容，公司凭借品牌、规模、渠道营销等综合优势，叠加产能扩张，不断巩固龙头份额，海带等其他品类亦有较好的自然动销表现、贡献增长，预计2024年全年蔬菜制品显著贡献增量，2025年有望延续增长势能。
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