金吾财讯 | 卫龙美味(09985)午后走高，截至发稿，涨7.22%，报17.52港元，成交额4603万港元。消息面上，华泰证券表示，市场对魔芋品类的市场空间还没有充分认知，该行认为魔芋以其多变的形态、独特的口味和健康的属性，充分迎合了消费者偏好，市场空间或可超越辣条的百亿规模；对比邻国日本，我国人均魔芋消费水平提升空间充足。摩根士丹利指出，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。据该行的渠道检查，卫龙美味2025年首季度销售趋势乐观，同比增长约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、销售点增加及新口味渗透的推动。
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