智通财经APP获悉，卫龙美味(09985)涨超6%，高见17.28港元创上市新高。截至发稿，涨6.03%，报17.22港元，成交额2.21亿港元。
消息面上，中办、国办此前印发的《提振消费专项行动方案》与今年更加积极的财政政策同向发力，要求“发挥财政政策引导带动作用”，将促消费同惠民生、补短板结合起来。国联民生表示，外需不确定性增加，内需政策有望加速推进。方正证券认为，随着消费者收入水平提升和健康意识不断加强，零食品牌化程度有望不断提升，此外零食为低客单价情绪类消费品，受益于内需恢复需求有望提升。品类方面，魔芋等品类消费热度较高，相关企业有望受益。
卫龙美味2024年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%。华鑫证券指出，卫龙作为辣味休闲食品龙头企业，积极加强品牌建设，作为魔芋首创者，持续享受品类发展红利，目前产品铺市率仍有渗透空间，伴随零食量贩、会员制商超等高势能渠道快速发展，外部环境持续向上；此外，公司加强自动化产线布局，产能利用率持续提升，盈利能力有望持续释放。
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