智通财经APP获悉，卫龙美味(09985)涨超6%，高见14.76港元创上市新高，年内股价实现翻倍。截至发稿，涨6.36%，报14.72港元，成交额2.22亿港元。
消息面上，卫龙美味发布2024年度业绩，该集团取得来自客户合同的收入人民币62.66亿元(单位下同)，同比增加28.63%；公司拥有人应占利润10.69亿元，同比增加21.37%；每股盈利0.46元，拟派发末期股息每股0.11元及特别股息每股0.18元。财报显示，卫龙的辣条(调味面制品)产品全年营收增加4.6%至26.67亿元，基本盘地位稳固；蔬菜制品全年营收增加59.1%至33.71元，占总收入比例提升至53.8%。
国信证券研报指出，卫龙已在辣条、魔芋爽等品类形成规模优势并建设了全面的渠道覆盖体系，丰富的魔芋产品矩阵有望形成高增长势能，为公司长远发展增添动力。大摩的渠道调研显示，2025年前两个月，卫龙销售额增长约30%，远高于整体主食和零食的增长速度，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，该行预计公司2024-2026年的净利润复合年增长率(CAGR)超过10%。
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