卫龙美味(09985)今日盘中大涨5.04%,引发市场关注。这波涨势主要受到公司最新发布的2025年中期业绩报告的推动,以及分析师对公司未来发展的积极评价。
根据公司公布的2025年中期业绩,卫龙美味总收入约34.83亿元,同比上升18.5%;毛利约16.424亿元,同比上升12.3%;公司拥有人应占溢利约7.33亿元,同比增长18%。公司还宣布拟派发中期股息每股普通股0.18元。值得注意的是,蔬菜制品板块表现亮眼,上半年营收同比增长44.3%至21.09亿元,收入占比由上年度的49.7%增至60.5%,成为公司新的增长引擎。
国金证券对卫龙美味给予积极评价,特别看好公司魔芋产品的成长空间及新渠道合作效率。分析师认为,魔芋产品有望受益于新口味和新形态的推出,持续提升单点销量。此外,公司在传统渠道持续提效的同时,新兴渠道的合作也在加速推进。预计新渠道和新品类的协同效应将持续驱动公司业绩高增长。
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