智通财经APP获悉，卫龙美味(09985)涨超4%，截至发稿，涨4.14%，报15.08港元，成交额1.19亿港元。
消息面上，摩根士丹利发布研报称，上调卫龙美味评级至“增持”，因改革措施助其迅速突破新渠道，并有效应对成本挑战。另因公司效率提升及运营杠杆带来利润改善而上调公司净利润预测6-7%。报告指，卫龙被视为“新消费”代表，并非因为其营收加速增长，而是因为通过持续自身努力实现效率提升与利润率韧性。报告说，卫龙美味潜在新销售渠道的突破，虽不如零食专卖店或抖音那样关键，但仍可带来增量销售；海外市场拓展也可能迎来新里程碑。报告还提到，魔芋产品的市场需求稳健，卫龙在该领域的领先地位也依然稳固，上游成本的飚升也为新进入者设立了更高的门槛。
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