智通财经APP获悉，卫龙美味(09985)早盘涨超7%，高见15.3港元续刷上市新高，年初至今股价实现翻倍。截至发稿，涨4.94%，报14.86港元，成交额3461.91万港元。
消息面上，卫龙美味近期发布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%。
华西证券认为，公司今年合计派发三次股息，累计派息比率达99%，体现了公司对股东回报的重视。从过往公司派息历史来看，公司自23年起始终维持60%左右的基础分红比例，同时派发一定比例的特别股息。从公司资产负债结构来看，公司账面现金充裕，负债端压力较小，且盈利状态良好，具备持续维持高分红的基础。经营层面来看，公司以魔芋为代表的菜制品第二曲线快速增长，25FY预计仍将维持较高势能。该行认为魔芋食材热量低、更健康，受众更广泛，具备较大发展潜力，值得长期关注。
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