Group 1 - The core viewpoint of the article highlights that Wei Long Delicious (09985) has seen a nearly 6% increase in stock price, attributed to improved competitive margins in the spicy strip sector and new product launches in the konjac segment [1] - According to a report from China Merchants Securities, there has been a marginal improvement in the spicy strip market since late July, driven by limitations faced by small competitors and the onset of the seasonal stocking period [1] - The company is focusing on promotional activities and SKU adjustments, concentrating on four major product categories to enhance its product matrix [1] Group 2 - The konjac segment continues to show growth, with future attention on new product launches and expansion in key channels such as Sam's Club and the Thai market [1] - Wei Long Delicious is set to disclose its interim results for the six months ending June 30, 2025, on August 14, with expectations of high growth in the konjac category and improved gross margins compared to the second half of 2024 [1] - The outlook for the second half of the year suggests potential contributions from new volumes in overseas channels, as well as opportunities for new flavors in both spicy strips and konjac products [1]
港股异动 | 卫龙美味(09985)涨近6% 本周将公布中期业绩 机构看好其魔芋品类保持高增