摩根士丹利发表研报指,卫龙美味(09985.HK) 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%。据该行的渠道检查,卫龙美味2025年首季度销售趋势乐观,按年增长约30%。与大多数其他必需消费品企业相比,在宏观环境尚未回暖情况下,这些数字表现突出。其中,魔芋产品是主要驱动力,去年销售贡献达54%。该行预测2025年魔芋销售额将增长30%以上,受到持续的渠道扩张、销售点...
Source Link摩根士丹利发表研报指,卫龙美味(09985.HK) 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%。据该行的渠道检查,卫龙美味2025年首季度销售趋势乐观,按年增长约30%。与大多数其他必需消费品企业相比,在宏观环境尚未回暖情况下,这些数字表现突出。其中,魔芋产品是主要驱动力,去年销售贡献达54%。该行预测2025年魔芋销售额将增长30%以上,受到持续的渠道扩张、销售点...
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