中金发布研报称,考虑到集团后续流动性改善及2025年增长性,上调卫龙美味(09985)目标价11.8%至9.5港元,仍有19.3%的上涨空间,维持“跑赢行业”评级。考虑到卫龙增加盒装产品及陈列有利提高卖力,故上调集团2024-2025年收入2%/7%,至62/74.9亿元人民币。
2024年集团旗下产品魔芋爽性价比明显提升,中金预计该产品有望保持较快增速,并预测其收入于2024年有望超25亿元人民币。而海带产品的成本同比之下有所回落,预计2024-2025年海带产品收入有望升至4/6亿元人民币。
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