智通财经APP获悉，卫龙美味(09985)大涨超25%，截至发稿，涨25.05%，报11.98港元，成交额1.57亿港元。
消息面上，据上交所、深交所公告，卫龙美味正式获纳入港股通名单，于今日起正式生效。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。作为辣味龙头，公司估值有望受益于入通有所提升。国泰君安也表示，公司蔬菜制品放量，高增长、低估值，入通后流动性有望明显改善。
中金发布研报称，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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