智通财经APP获悉，卫龙美味(09985)早盘涨超5%，盘中高见17.66港元，逼近历史前高17.68港元。截至发稿，涨4.41%，报17.52港元，成交额7031.28万港元。
消息面上，卫龙美味公布，与南宁高新管委会签订投资协议书，依托集团的资源及优势，在广西壮族自治区南宁市投资建设休闲食品生产基地，生产基地固定资产投资约10亿人民币。公告称，卫龙美味南宁生产基地紧密契合集团的长期发展战略目标。
大摩发布研报称，卫龙美味基本面在中国必需消费品板块中依然突出，预测其2025财年销售额将增长22%，将目标价由9.3港元上调至18.1港元。大摩提及，卫龙美味股价今年以来已上涨131%，认为其优于同业的基本面已基本反映在股价当中。考虑到魔芋种植周期较短，该行认为2025年下半年可能出现成本较低的魔芋原料，从而提供更好的入场时机。
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