Core Viewpoint - Wei Long Delicious (09985) has seen a stock price increase of over 6%, currently trading at HKD 13.55 with a transaction volume of HKD 44.41 million, indicating strong market interest and positive sentiment towards the company [1][1]. Financial Performance - In September, Wei Long's overall growth rate exceeded 20%, with significant growth in konjac products and stabilization in spicy snack products [1][1]. - The cost pressure for konjac powder has peaked, and a downward cost cycle is expected from 2025 to 2027 [1][1]. Product Development - Wei Long's konjac products are in a rapid growth phase, with classic flavors such as spicy, numbing, and sour continuing to penetrate the market, and new sesame flavor sales are quickly gaining traction [1][1]. Channel Strategy - The company has achieved comprehensive channel coverage, developing a "supplementary sales + assisted sales" model that supports the growth of distributors [1][1]. - Wei Long is positioned at the top level in the snack industry regarding network coverage and terminal control, effectively empowering new product promotions [1][1].
卫龙美味上涨，公司9月整体增速20%以上 麻酱新口味销售快速爬坡