港股异动 | 卫龙美味(09985)涨超9%续创新高 全年纯利同比增长21% 公司蔬菜制品实现高增

智通财经
01 Apr

智通财经APP获悉,卫龙美味(09985)涨超9%,盘中高见16.78港元再创上市新高,年内股价累涨逾1.3倍。截至发稿,涨8.67%,报16.54港元,成交额8879.32万港元。

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。结合24年中报派发中期股息0.16元人民币/股,公司24FY累计派发股息0.45元人民币/股,派息比率达99%。

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;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%。光大证券指,辣味食品天生具备成瘾性,用户粘性强,增长较为稳定,公司作为龙头有望受益于行业增长,维持“增持”评级。华西证券表示,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。此外,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。

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