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“魔芋革命”引爆千亿赛道:卫龙美味凭借一根辣条撬动健康零食帝国

Core Viewpoint - Wei Long Mei Wei is transforming the future of spicy snacks through its seventh-generation smart factory in Luohe, integrating advanced technologies like AI, blockchain, and solar power to create a new paradigm in the production of spicy leisure foods [2][3]. Group 1: Factory and Technology Innovations - The seventh-generation factory represents not just an upgrade in production facilities but also a deep integration of food industry and digital economy, focusing on data empowerment, green manufacturing, and supply chain collaboration [3]. - The factory employs AI quality inspectors with a 99.9% accuracy rate, producing over 10,000 packages per hour, and utilizes rooftop solar power to provide 30% of its energy needs [3]. - Automation has led to a 33% reduction in workforce for certain processes, with production efficiency significantly improved, such as reducing freezing time from 8 hours to 2 hours [3]. Group 2: Financial Performance - In 2024, Wei Long Mei Wei achieved a revenue of 6.266 billion yuan, a year-on-year increase of 28.6%, and a net profit of 1.068 billion yuan, up 21.3% [4]. - The revenue from seasoning noodle products was 2.667 billion yuan, accounting for 42.6% of total revenue, while vegetable products generated 3.371 billion yuan, making up 53.8% of total revenue [4]. Group 3: Market Position and Growth - Wei Long Mei Wei is leveraging its konjac products to penetrate the 100 billion yuan health snack market, holding a 34% market share in the konjac product segment, which is 4.7 times larger than the second-place competitor [5]. - The konjac product line has seen a 59.1% revenue growth, positioning it as the fastest-growing category in the health snack sector [4][5]. - The company is innovating with new product launches, including flavors like spicy beef and sesame konjac snacks, to capture evolving consumer preferences [6]. Group 4: Stock Market Performance - Wei Long Mei Wei was included in the Hong Kong Stock Connect list on March 10, leading to a stock price increase of 111.66% from January 2 to June 13, 2025 [7]. - Following its inclusion in the Stock Connect, the stock price rose from 10.12 HKD per share to a historical high of 18.1 HKD per share on April 25 [7].