Core Viewpoint - Weitong Delicious (09985) experienced a significant stock increase of over 6%, closing at HKD 11.19 with a trading volume of HKD 38.16 million, following the launch of the "Healthy Snack New Proposition Superfood Konjac" event in Xishuangbanna, Yunnan [1] Group 1: Industry Insights - The event gathered nutrition experts, industry association representatives, and media to discuss the transformation and future opportunities of the konjac industry [1] - A report titled "Development and Research of China's Konjac Food Industry" was released, indicating that the konjac industry in China is entering a new phase of standardization and value development [1] - The report highlighted a shift in konjac food consumption from "single scenarios and niche groups" to "diverse scenarios and broad audiences," characterized by trends of "healthiness, youthfulness, and convenience" [1] Group 2: Company Performance - Spicy flavor, konjac tripe products, and the Weitong brand emerged as the top three focal points for media and consumers, with Weitong's media attention frequency reaching 51 times per month, four times the industry average [1] - Guosen Securities noted that the company has established a significant barrier through its category brand model, with a longer operational duration compared to most snack companies, and the current konjac category is confirmed to have growth potential [1]
卫龙美味午后涨超6% 魔芋产业进入标准化、价值化发展新阶段 公司品类红利确定