智通财经APP获悉，卫龙美味(09985)涨超7%，截至发稿，涨7.27%，报11.8港元，成交额1.79亿港元。
消息面上，卫龙美味近期正式获纳入港股通名单。方正证券认为，随着恒生指数重新调整公司重新入通，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，从而带动估值上行。
国信证券指出，蔬菜制品进入快速成长期，面制品修复销量、扩充新品。公司未来3年增长动力充足。中金表示，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。
更多港股重磅资讯，下载智通财经app
更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.