智通财经APP获悉，卫龙美味(09985)涨超10%，高见13.54港元创上市以来新高。截至发稿，涨10.11%，报13.5港元，成交额9957.98万港元。
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，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，公司入通后流动性有望明显改善，从而带动估值上行。中金研报指出，2024年集团旗下产品魔芋爽性价比明显提升，该行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。
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。
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