新渠道和新品类共振

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港股异动丨卫龙美味大涨11% 上半年收入净利双增18.5% 中期派息比约60%
Ge Long Hui· 2025-08-15 07:24
Core Viewpoint - Wei Long Mei Wei (9985.HK) experienced a significant intraday increase of 11.48% to HKD 13.5 following the announcement of its interim results for the period ending June 30, 2025, showcasing strong revenue and profit growth [1] Financial Performance - The company reported a revenue of RMB 3.483 billion, representing a year-on-year growth of 18.5% [1] - Net profit also increased by 18.5% to RMB 736 million [1] - Basic earnings per share were RMB 0.31, with a proposed interim dividend of RMB 0.18 per share, marking a 12.5% increase year-on-year and a payout ratio of approximately 60% [1] Growth Drivers - Revenue growth was primarily driven by the company's ongoing enhancement of omnichannel and brand development, along with optimization of channel structure [1] - The improvement in operational profit was attributed to revenue growth and proactive enhancements in supply chain efficiency [1] Market Outlook - Guojin Securities issued a report indicating that konjac products are expected to benefit from the introduction of new flavors and formats, which will continue to enhance sales performance [1] - The company is expected to see ongoing improvements in traditional channels and accelerated cooperation in emerging channels [1] - The outlook remains positive for the company's new channels and product categories, which are anticipated to drive sustained high growth in performance [1] - Due to better-than-expected internal efficiency improvements, profit forecasts for 2025-2027 have been raised by 10%/8%/5% respectively, maintaining a "Buy" rating for Wei Long Mei Wei [1]