智通财经APP获悉，卫龙美味(09985)涨近6%，截至发稿，涨5.73%，报13.47港元，成交额8447.42万港元。
消息面上，招商证券日前研报指出，7月以来辣条侧竞争边际改善，魔芋侧关注产品推新与重点渠道拓展。根据渠道调研反馈，辣条侧7月下旬出现边际改善，主要系市场侧中小辣条企业逐步到达极限且无法进入新渠道，同时备货旺季到来，正常季节性回转；公司侧促销+SKU调整，进一步聚焦四大品类，产品矩阵快速补齐所致。此外，魔芋侧增长延续，后续重点关注产品推新、山姆侧与泰国市场放量情况。
此外，卫龙美味将于8月14日（本周四）披露截至2025年6月30日止六个月的中期业绩。中金预计1H25魔芋品类保持高增，预计1H25毛利率环比2H24有望改善。此外，展望下半年公司在山姆、海外渠道有望贡献新增量，另外辣条和魔芋新口味产品仍有铺货空间。
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