港股異動丨衞龍美味4連升,創歷史新高,年內累升112%
衞龍美味(9985.HK)持續走強,盤中一度升超10%,至15.6港元,為連續第四日上升,股價創出歷史新高,市值達366億港元。該股年內已累升112%。公司3月27日公佈財報顯示,2024年收入同比增長28.6%至62.66億元;淨利潤同比增長21.4%至10.68億元,每股基本盈利約0.46元。董事會建議派發2024年末期股息每股0.11元,同時董事會建議派發特別股息每股0.18元,共計特別股息約4.23億元。光大證券發佈業績點評稱,衞龍美味2022-2023年因定價失誤和管理等問題,公司業績增長乏力。2024年以來各項改革措施逐步落地,公司業績重回快速增長。2025年公司將延續24年的性價比策略和推廣措施(包括大學線下促銷、增加“魔芋爽”陳列、投放梯媒廣吿等),在較高的員工士氣下,公司收入有望繼續快速增長。另外,24年公司持續提升分紅比例,分紅比例(含特別股息)從23年的88%提升至24年的99%。光大證券稱,辣味食品天生具備成癮性,用户粘性強,增長較為穩定,公司作為龍頭有望受益於行業增長,維持“增持”評級。

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