智通财经APP获悉，卫龙美味(09985)涨近4%，截至发稿，涨3.85%，报14.56港元，成交额7322.05万港元。
消息面上，近日公司在山姆渠道上新高纤牛肝菌魔芋产品。方正证券认为，公司营收体量较大，山姆渠道单品放量带来的营收弹性不高，但山姆作为高品质会员制商超能够为公司的产品创新能力提供强大背书，体现了公司在魔芋品类的深厚积累，进而提升品牌势能，助力更好成长。此外，今年以来魔芋产品的市场热度延续，越来越多的消费者认识到魔芋原料的健康属性，驱动魔芋市场规模不断扩大。公司目前为魔芋零食的龙头企业，随着魔芋产品的铺市率不断提升，魔芋营收有望保持快速增长趋势。
浙商证券表示，短期来看，通过推出新品填补麻辣口味辣条市场空白、优化渠道模式提升终端覆盖、发挥供应链优势支撑高性价比新品策略，有望挖掘面制品新的需求，保持稳健增长；长期来看，公司具备新品再创的能力，通过成熟的大单品延伸口味和持续创新产品，挖掘更多消费需求，同时通过全渠道网络释放增长潜力，推动面制品业务实现结构性升级，打开更大成长空间。
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