智通财经APP获悉,卫龙(09985)上市当日即破发,此后股价长期低于发行价10.56港元。今日午后卫龙拉升逾6%,高见11.2港元,收复发行价。截至发稿,卫龙涨5.14%,报11.04港元,成交额1842.96万港元。
中金发布研究报告称,中国辣味零食行业仍处于成长期且具有广阔的市场机会。但市场担忧2022年产品升级及价格带提价幅度偏高,2023年动销恢复较弱,并且对未来主要单品增长空间具有一定担忧。
该行认为,产品动销与产品力、品牌知名度及性价比均相关,提价确实对产品有一定影响,但是从另外两个角度卫龙具有明显竞争优势,随着2023年消费场景复苏,该行预计2023年公司动销将恢复。卫龙将发挥其产品、研发、生产、销售渠道和品牌的综合优势,市场份额有望进一步提升。
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