大摩：卫龙美味优于同业的基本面升目标价至18.1港元

新浪网2025-04-22

摩根士丹利发布研报称，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...

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大摩：卫龙美味优于同业的基本面 升目标价至18.1港元

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大摩：卫龙美味优于同业的基本面升目标价至18.1港元