智通财经APP获悉，卫龙美味(09985)涨近4%，截至发稿，涨3.78%，报9.07港元，成交额1548.53万港元。
消息面上，2月21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。据中信证券研报估算，卫龙美味有可能被纳入港股通，因其满足了包括市值、流动性和上市时间等在内的一系列标准。
方正证券发布研报称，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。作为辣味龙头，公司估值有望受益于入通有所提升。中金研报指出，随着2025年门店产品陈列增加，单点卖力及复购有望进一步提升，预计魔芋爽产品有望保持较快增速。海带产品：2024-2025年海带成本同比回落，该行预计海带24/25年收入有望放量到近4/6 亿元。
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