卫龙美味午前涨近7% 大摩料其2025年魔芋销售额将增超30%

新浪港股
02 May
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  卫龙美味(09985)盘中涨超7%,截至发稿,股价上涨6.61%,现报17.42港元,成交额4167.62万港元。

  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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