智通财经APP获悉，卫龙美味(09985)再涨超6%，截至发稿，涨6.07%，报13.64港元，成交额1.08亿港元。
消息面上，摩根士丹利指出，卫龙美味股价年初至今上涨了66%(同期明晟中国指数(MSCI China)上涨17%)，这在很大程度上得益于被纳入港股通以及2025年前两个月的出色销售业绩，这也推动了其估值倍数的提升。该行的渠道调研显示，2025年前两个月的销售额增长约30%，远高于整体主食和零食的增长速度，这表明如果这种趋势持续下去，卫龙魔芋爽的销售额有望超出预期。
此外，卫龙美味近期正式获纳入港股通名单。国泰君安认为，公司入通后流动性有望明显改善，从而带动估值上行。此外，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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