港股异动 | 卫龙美味(09985)涨超7% 魔芋零食成长空间大大摩料其2025年魔芋销售额将增超30%

智通财经2025-05-02

智通财经APP获悉，卫龙美味(09985)涨超7%，截至发稿，涨7.47%，报17.56港元，成交额4034.58万港元。消息面上，国泰海通证券认为，魔芋作为健康食材顺应消费趋势、成长空间大，魔芋零食大单品放量叠加渠道扩张助力，驱动魔芋零食龙头高成长。该行指出，卫龙、盐津在魔芋品类具备先发优势以及品牌、供应链、渠道的综合竞争优势，当前份额占比较高，2024年卫龙蔬菜制品营收33.7亿元、同比增长...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2532786374?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-05-02 11:45","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2532786374","market":"sh","top_or_hot":-1,"title":"港股异动 | 卫龙美味(09985)涨超7% 魔芋零食成长空间大 大摩料其2025年魔芋销售额将增超30%","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，卫龙美味(09985)涨超7%，截至发稿，涨7.47%，报17.56港元，成交额4034.58万港元。消息面上，国泰海通证券认为，魔芋作为健康食材顺应消费趋势、成长空间大，魔芋零食大单品放量叠加渠道扩张助力，驱动魔芋零食龙头高成长。该行指出，卫龙、盐津在魔芋品类具备先发优势以及品牌、供应链、渠道的综合竞争优势，当前份额占比较高，2024年卫龙蔬菜制品营收33.7亿元、同比增长...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1288915.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 卫龙美味(09985)涨超7% 魔芋零食成长空间大 大摩料其2025年魔芋销售额将增超30%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 卫龙美味(09985)涨超7% 魔芋零食成长空间大 大摩料其2025年魔芋销售额将增超30%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-02 11:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1288915.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，卫龙美味(09985)涨超7%，截至发稿，涨7.47%，报17.56港元，成交额4034.58万港元。消息面上，国泰海通证券认为，魔芋作为健康食材顺应消费趋势、成长空间大，魔芋零食大单品放量叠加渠道扩张助力，驱动魔芋零食龙头高成长。该行指出，卫龙、盐津在魔芋品类具备先发优势以及品牌、供应链、渠道的综合竞争优势，当前份额占比较高，2024年卫龙蔬菜制品营收33.7亿元、同比增长...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1288915.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4534","symbol_name":"瑞士信贷持仓","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1288915.html","article_id":"2532786374","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2532786374","pubTimestamp":1746157551,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，卫龙美味涨超7%，截至发稿，涨7.47%，报17.56港元，成交额4034.58万港元。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%。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。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4534":"瑞士信贷持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4581":"高盛持仓","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0971096721.USD":"富达环球金融服务 A","LU1548497426.USD":"安联环球人工智能AT Acc","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","BK4585":"ETF&股票定投概念","LU0106831901.USD":"贝莱德世界金融基金A2","BK4127":"投资银行业与经纪业","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4516":"特朗普概念","BK4504":"桥水持仓","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK1237":"包装食品与肉类","BK4588":"碎股","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","09985":"卫龙美味","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H"},"translate_title":"Hong Kong stocks changed Weilong Delicious (09985) rose by more than 7%. Konjac snacks have huge room for growth. It is expected that its konjac sales will increase by more than 30% in 2025","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09985":1},"content_text":"智通财经APP获悉，卫龙美味(09985)涨超7%，截至发稿，涨7.47%，报17.56港元，成交额4034.58万港元。消息面上，国泰海通证券认为，魔芋作为健康食材顺应消费趋势、成长空间大，魔芋零食大单品放量叠加渠道扩张助力，驱动魔芋零食龙头高成长。该行指出，卫龙、盐津在魔芋品类具备先发优势以及品牌、供应链、渠道的综合竞争优势，当前份额占比较高，2024年卫龙蔬菜制品营收33.7亿元、同比增长59%，产量增速超80%，魔芋零食市场份额60%+。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。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"movement","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2532786374","isCrawlerRequest":true}

港股异动 | 卫龙美味(09985)涨超7% 魔芋零食成长空间大 大摩料其2025年魔芋销售额将增超30%

精彩评论

港股异动 | 卫龙美味(09985)涨超7% 魔芋零食成长空间大大摩料其2025年魔芋销售额将增超30%