6月4日，卫龙美味再涨逾8%！魔芋品类未来空间广阔，公司有望率先享受品类高速扩张红利。
中金发布研报称，近期休闲食品行业中魔芋零食受到消费者喜爱，因其口感爽脆，同时具备低热量、健康的特点。该行对魔芋产业链进行研究，并走访调研魔芋行业上市公司，认为魔芋品类未来空间广阔。根据该行测算，2024年魔芋休闲食品市场规模约为172-192亿元。
华泰证券认为，卫龙已成功打造国民辣条品牌形象、领先优势明显，并作为魔芋赛道的先行者、有望率先享受品类高速扩张的红利。卫龙根基稳固，品牌力构成竞争力的核心，并具备开创创新品类的定力与能力，敢为人先、勇于求变，后续或仍将聚焦打造大单品+拥抱新渠道，有望突破零食行业产品生命周期短、渠道结构多变两大痛点。
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