智通财经APP获悉，卫龙美味(09985)涨超6%，截至发稿，涨6.52%，报17.64港元，成交额1.46亿港元。
消息面上，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。
另据中信证券测算，魔芋终端行业规模269亿元，其中魔芋休食/魔芋素食零食行业规模为183/85亿元。卫龙魔芋爽破局推动魔芋休食行业过去10年CAGR 20%，盐津魔芋素毛肚切入加速推动魔芋休食行业规模增长。该行看好国内魔芋休食市场规模未来具备1~2倍增量空间。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.