智通财经APP获悉，卫龙美味(09985)涨超5%，截至发稿，涨5.15%，报13.68港元，成交额1.19亿港元。
消息面上，卫龙美味近日披露半年报，公司上半年实现总收入为约34.83亿元，同比上升18.5%；公司拥有人应占溢利约7.33亿元，同比增长18%。收入增长主要由于集团在报告期内持续加强全渠道建设和品牌建设，并优化渠道结构。其中，蔬菜制品展现出强劲的增长势头，上半年营收同比增长44.3%至21.09亿元，收入占比由上年度的49.7%增至60.5%，成为拉动增长的新引擎。
浙商证券认为，公司依托品牌壁垒与持续创新的品类孵化能力，中长期增长动能充沛。东吴证券表示，下半年新品开始陆续铺市，比如臭豆腐等；Q3进入旺季，公司渠道精耕持续推进，叠加新品上市，收入增量可期。海外潜力较大，魔芋作为大单品有望帮助公司打开海外的影响力。
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