603345 安井食品
已收盘 12-15 15:00:00
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【券商聚焦】华泰证券首予安井食品(02648)买入评级 指公司稳态净利率有望逐步回升
金吾财讯 · 12-10
【券商聚焦】华泰证券首予安井食品(02648)买入评级 指公司稳态净利率有望逐步回升
安井食品:虾滑品类已成为公司新品中增长最强劲的大单品
北京商报 · 12-04
安井食品:虾滑品类已成为公司新品中增长最强劲的大单品
安井食品(603345)披露截至11月30日股份变动月报,12月3日股价下跌2.7%
证券之星 · 12-03
安井食品(603345)披露截至11月30日股份变动月报,12月3日股价下跌2.7%
安井食品:全资子公司鼎益丰注册资本增至4.1亿元
北京商报 · 12-03
安井食品:全资子公司鼎益丰注册资本增至4.1亿元
安井食品(603345)披露变更注册资本及修订公司章程等股东会决议公告,12月1日股价上涨2.95%
证券之星 · 12-01
安井食品(603345)披露变更注册资本及修订公司章程等股东会决议公告,12月1日股价上涨2.95%
港股异动 | 安井食品(02648)涨超6%再创新高 公司新品渠道共发力 机构称经营反转明确
智通财经 · 12-01
港股异动 | 安井食品(02648)涨超6%再创新高 公司新品渠道共发力 机构称经营反转明确
安井食品集团股份有限公司取消监事会并修订公司章程
中金财经 · 11-29
安井食品集团股份有限公司取消监事会并修订公司章程
安井食品上调2025年度向北海合缘关联交易预计额度
中金财经 · 11-29
安井食品上调2025年度向北海合缘关联交易预计额度
安井食品(02648)选举张清苗、章高路为联席董事长
智通财经 · 11-28
安井食品(02648)选举张清苗、章高路为联席董事长
港股异动 | 安井食品(02648)盘中涨近7% 行业价格战趋缓 机构称近期动销环比加快
智通财经 · 11-25
港股异动 | 安井食品(02648)盘中涨近7% 行业价格战趋缓 机构称近期动销环比加快
港股异动 | 安井食品(02648)尾盘涨近5% 机构称近期动销环比加快 后续春节有望继续加速
智通财经 · 11-19
港股异动 | 安井食品(02648)尾盘涨近5% 机构称近期动销环比加快 后续春节有望继续加速
安井食品(603345)披露拟取消监事会并变更部分募投项目,11月12日股价上涨5.19%
证券之星 · 11-12
安井食品(603345)披露拟取消监事会并变更部分募投项目,11月12日股价上涨5.19%
港股异动 | 安井食品(02648)涨超8%再创新高 3季度主业营收稳健 机构看好旺季持续改善
智通财经 · 11-12
港股异动 | 安井食品(02648)涨超8%再创新高 3季度主业营收稳健 机构看好旺季持续改善
11月10日安井食品涨5.26%,中庚价值先锋股票基金重仓该股
证券之星 · 11-10
11月10日安井食品涨5.26%,中庚价值先锋股票基金重仓该股
安井食品涨5.26%,中邮证券二个月前给出“买入”评级
证券之星 · 11-10
安井食品涨5.26%,中邮证券二个月前给出“买入”评级
港股异动 | 安井食品(02648)涨超5% 股价创上市新高 机构看好公司业绩逐季改善
智通财经 · 11-10
港股异动 | 安井食品(02648)涨超5% 股价创上市新高 机构看好公司业绩逐季改善
嘉华股份:安井食品是本公司的主要客户之一
证券日报网 · 11-05
嘉华股份:安井食品是本公司的主要客户之一
安井食品(603345)披露截至2025年10月31日股份变动月报,11月4日股价下跌1.4%
证券之星 · 11-04
安井食品(603345)披露截至2025年10月31日股份变动月报,11月4日股价下跌1.4%
港股异动 | 安井食品(02648)午前涨超4% 三季度扣非归母净利同比增长15.27% 商超大客户拓展稳步推进
智通财经 · 11-03
港股异动 | 安井食品(02648)午前涨超4% 三季度扣非归母净利同比增长15.27% 商超大客户拓展稳步推进
西南证券:给予安井食品买入评级
证券之星 · 11-02
西南证券:给予安井食品买入评级
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公司概况
公司名称:
安井食品集团股份有限公司
所属行业:
农副食品加工业
上市日期:
2017-02-22
主营业务:
安井食品集团股份有限公司的主营业务是速冻调制食品(以速冻鱼糜制品、速冻肉制品为主)、速冻菜肴制品和速冻面米制品等速冻食品的研发、生产和销售。公司的主要产品是鱼豆腐、鱼丸、撒尿肉丸、烤肠、小龙虾、小酥肉、虾滑、牛肉/羊肉卷、蛋饺、酸菜鱼、烧麦、奶香馒头、手抓饼、红糖馒头、吐司、菠萝包、司康、软欧包、贝果。目前公司拥有国家级企业技术中心、农业农村部冷冻调理水产品加工重点实验室和国家冷冻调理水产品加工分中心,在行业内拥有较强的技术创新能力,每年不断推出多种新品。公司已和江南大学等国内多个院校和科研院所建立了良好的产学研关系,陆续主持了科技部科技支撑计划子课题、“十四五”科技部国家重点研发计划食品制造与农产品物流科技支撑重点专项课题、自然资源部海洋经济创新发展区域示范项目。截至2025年6月30日,公司已取得IS022000、IS09001、IS014001、IS045001、HACCP等多类管理体系的151项认证证书。
发行价格:
11.12
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指公司稳态净利率有望逐步回升","url":"https://stock-news.laohu8.com/highlight/detail?id=2590030147","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590030147?lang=zh_cn&edition=full","pubTime":"2025-12-10 15:55","pubTimestamp":1765353312,"startTime":"0","endTime":"0","summary":"该机构首次覆盖安井食品H股并给予买入评级,目标价99.38港币。自下而上来看,速冻食品板块基本面改善初现曙光,随着主要企业竞争态度趋于理性、主动停止价格战和内卷,26年行业价格战有望同比缓和。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971300","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["603345","TNmain","ZFmain","02648","ZBmain","ZTmain","UBmain","ZNmain"],"gpt_icon":0},{"id":"2588884608","title":"安井食品:虾滑品类已成为公司新品中增长最强劲的大单品","url":"https://stock-news.laohu8.com/highlight/detail?id=2588884608","media":"北京商报","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588884608?lang=zh_cn&edition=full","pubTime":"2025-12-04 20:51","pubTimestamp":1764852676,"startTime":"0","endTime":"0","summary":"北京商报讯12月4日,安井食品在接受投资者调研时表示,虾滑品类已成为公司所有新品中增长最为强劲的大单品,持续实现高双位数增长,表现超出预期,未来仍将保持高速增长态势。公司今年推出了100克创新包装(包括大颗粒虾滑、黑虎虾滑),相比原有150克三角包装进一步拓展了消费场景。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202512043582884215.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512043582884215.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["02648","BK1237","LU1997245177.USD","LU1997245094.SGD","603345","BK0238","BK0201"],"gpt_icon":0},{"id":"2588044116","title":"安井食品(603345)披露截至11月30日股份变动月报,12月3日股价下跌2.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2588044116","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588044116?lang=zh_cn&edition=full","pubTime":"2025-12-03 22:05","pubTimestamp":1764770720,"startTime":"0","endTime":"0","summary":"截至2025年12月3日收盘,安井食品报收于81.49元,较前一交易日下跌2.7%,最新总市值为271.6亿元。近日,安井食品发布《截至2025年11月30日止之股份发行人的证券变动月报表》公告。公告显示,截至2025年11月30日,公司法定注册资本总额为人民币333,288,932元,其中H股普通股39,994,700股,A股普通股293,294,232股。此外,2023年股票期权激励计划项下期权失效26,400份,月底结存股份期权6,389,520份,可能发行或自库存转让的股份为6,389,520股A股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120300039935.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0238","BK0201","LU1997245177.USD","603345","02648","LU1997245094.SGD","BK1237"],"gpt_icon":1},{"id":"2588041925","title":"安井食品:全资子公司鼎益丰注册资本增至4.1亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2588041925","media":"北京商报","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588041925?lang=zh_cn&edition=full","pubTime":"2025-12-03 21:35","pubTimestamp":1764768958,"startTime":"0","endTime":"0","summary":"北京商报讯(记者郭秀娟王悦彤)12月3日,安井食品发布公告称,公司全资子公司鼎益丰食品(太仓)有限公司(以下简称“鼎益丰”)已完成工商变更登记,注册资本增资至4.1亿元,法定代表人变更为江恒。公告显示,此次变更源于安井食品此前调整非公开发行股票部分募投项目的决议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202512033581777871.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512033581777871.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["02648","BK0201","LU1997245177.USD","BK0238","603345","BK1237","LU1997245094.SGD"],"gpt_icon":0},{"id":"2588725561","title":"安井食品(603345)披露变更注册资本及修订公司章程等股东会决议公告,12月1日股价上涨2.95%","url":"https://stock-news.laohu8.com/highlight/detail?id=2588725561","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588725561?lang=zh_cn&edition=full","pubTime":"2025-12-01 17:48","pubTimestamp":1764582506,"startTime":"0","endTime":"0","summary":"截至2025年12月1日收盘,安井食品报收于83.85元,较前一交易日上涨2.95%,最新总市值为279.46亿元。公司近日发布公告称,安井食品集团股份有限公司于2025年11月28日召开2025年第一次临时股东会,会议审议通过了关于变更公司注册资本及修订《公司章程》的议案、取消监事会及修订《公司章程》的议案、修订多项公司治理制度的议案,以及变更非公开发行股票部分募投项目等共计13项议案。会议表决程序合法有效,出席股东所持表决权占比38.83%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120100022848.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["603345","BK0238","BK0201","LU1997245177.USD","BK1237","02648","LU1997245094.SGD"],"gpt_icon":0},{"id":"2588174237","title":"港股异动 | 安井食品(02648)涨超6%再创新高 公司新品渠道共发力 机构称经营反转明确","url":"https://stock-news.laohu8.com/highlight/detail?id=2588174237","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588174237?lang=zh_cn&edition=full","pubTime":"2025-12-01 10:45","pubTimestamp":1764557108,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,安井食品(02648)盘中涨超6%,高见77.75港元创上市新高。截至发稿,涨5.06%,报76.8港元,成交额3211.88万港元。华创证券发布研报称,近期我们参加安井食品2025年第一次临时股东大会,会上公司领导就近期经营、产品渠道战略,以及市场普遍关心的问题等进行统一回答。该行指出,公司强化新品驱动战略,当前进展良好,后续增量充足;优化渠道思路,策略更加精准,未来将有管控的拥抱商超定制化;行业格局改善,公司渠道新品共发力,经营反转趋势已明确。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1375799.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1997245094.SGD","LU1997245177.USD","BK1237","603345","02648","BK0238","BK0201"],"gpt_icon":0},{"id":"2587713768","title":"安井食品集团股份有限公司取消监事会并修订公司章程","url":"https://stock-news.laohu8.com/highlight/detail?id=2587713768","media":"中金财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2587713768?lang=zh_cn&edition=full","pubTime":"2025-11-29 19:42","pubTimestamp":1764416522,"startTime":"0","endTime":"0","summary":"中访网数据 安井食品集团股份有限公司于2025年11月28日成功召开2025年第一次临时股东会。会议审议并通过了包括变更公司注册资本、取消监事会及修订《公司章程》在内的13项议案。所有议案的审议表决程序符合相关法律法规及《公司章程》规定,法律意见书确认本次会议召集、召开程序及表决结果合法有效。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/ggzixun/20251129/31833783.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["603345","BK0201","BK1237","BK0238","02648","LU1997245177.USD","LU1997245094.SGD"],"gpt_icon":0},{"id":"2587682657","title":"安井食品上调2025年度向北海合缘关联交易预计额度","url":"https://stock-news.laohu8.com/highlight/detail?id=2587682657","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2587682657?lang=zh_cn&edition=full","pubTime":"2025-11-29 19:30","pubTimestamp":1764415815,"startTime":"0","endTime":"0","summary":"中访网数据 安井食品集团股份有限公司于2025年11月28日召开第五届董事会第二十五次会议,审议通过了调整2025年度日常关联交易预计额度的议案。根据公告,公司拟将向关联方北海合缘食品有限公司购买商品的预计额度从40,000万元上调至52,000万元,增加12,000万元;同时,向北海合缘出售商品的预计额度从1,000万元上调至1,500万元,增加500万元。截至2025年10月,公司与北海合缘的实际关联交易发生金额分别为购买商品36,938.06万元和出售商品1,018.35万元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/ggzixun/20251129/31833780.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK0238","02648","LU1997245177.USD","BK1237","LU1997245094.SGD","BK0201","603345"],"gpt_icon":0},{"id":"2586787146","title":"安井食品(02648)选举张清苗、章高路为联席董事长","url":"https://stock-news.laohu8.com/highlight/detail?id=2586787146","media":"智通财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586787146?lang=zh_cn&edition=full","pubTime":"2025-11-28 21:17","pubTimestamp":1764335874,"startTime":"0","endTime":"0","summary":"智通财经APP讯,安井食品(02648)发布公告,经董事会提名委员会审查同意,董事会第二十五次会议于2025年11月28日审议通过了《关于选举联席董事长的议案》,全票同意选举张清苗先生、章高路先生为公司第五届董事会联席董事长,任期自董事会审议通过之日起至第五届董事会任期届满之日止。章高路先生担任联席董事长后,其原任公司副董事长职务自动终止。此外,公司于2025年11月28日召开2025年第一次职工代表大会,选举张光玺先生担任公司第五届董事会职工代表董事,任期自职工代表大会选举通过之日起至第五届董事会届满之日止。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1375445.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0201","02648","LU1997245094.SGD","LU1997245177.USD","603345","BK0238","BK1237"],"gpt_icon":0},{"id":"2586544329","title":"港股异动 | 安井食品(02648)盘中涨近7% 行业价格战趋缓 机构称近期动销环比加快","url":"https://stock-news.laohu8.com/highlight/detail?id=2586544329","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586544329?lang=zh_cn&edition=full","pubTime":"2025-11-25 11:55","pubTimestamp":1764042947,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,安井食品盘中涨近7%,截至发稿,涨4.84%,报71.4港元,成交额4645.41万港元。财信证券发布研报称,从速冻板块上市公司三季报的表现来看,速冻食品行业需求端仍处于筑底企稳阶段,但存量竞争下降价促销的效果逐步减弱,价格战随之趋缓,安井食品、三全食品等上市公司毛利率逐步企稳。另外,随安井食品持续推进产品、渠道结构优化,以及经营提效,公司盈利能力迎来企稳改善。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1373154.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1997245094.SGD","BK1237","BK0238","BK0201","603345","02648","LU1997245177.USD"],"gpt_icon":0},{"id":"2584915896","title":"港股异动 | 安井食品(02648)尾盘涨近5% 机构称近期动销环比加快 后续春节有望继续加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2584915896","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2584915896?lang=zh_cn&edition=full","pubTime":"2025-11-19 15:40","pubTimestamp":1763538049,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,安井食品尾盘涨近5%,截至发稿,涨4.81%,报70.75港元,成交额4266.93万港元。消息面上,安井食品此前发布业绩,前三季度取得营业收入113.71亿元,同比增长2.66%;归母净利润9.49亿元。下半年旺季催化下,公司业绩有望逐季改善。而考虑今年天气偏冷、且公司新品放量,当前销售情况向好,后续旺季春节存在进一步加速可能。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1370944.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02648","LU1997245177.USD","603345","BK0201","BK0238","LU1997245094.SGD","BK1237"],"gpt_icon":0},{"id":"2582372249","title":"安井食品(603345)披露拟取消监事会并变更部分募投项目,11月12日股价上涨5.19%","url":"https://stock-news.laohu8.com/highlight/detail?id=2582372249","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582372249?lang=zh_cn&edition=full","pubTime":"2025-11-12 22:07","pubTimestamp":1762956436,"startTime":"0","endTime":"0","summary":"截至2025年11月12日收盘,安井食品报收于81.22元,较前一交易日上涨5.19%,最新总市值为270.7亿元。近日,安井食品集团股份有限公司发布关于召开2025年第一次临时股东会的通知,宣布将于2025年11月28日召开会议,审议包括变更公司注册资本、取消监事会、修订公司章程及相关治理制度、变更非公开发行股票部分募投项目等13项议案。其中,公司拟取消监事会,相关职权由董事会审计委员会行使。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025111200041108.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1997245094.SGD","LU1997245177.USD","BK0238","BK1237","603345","02648","BK0201"],"gpt_icon":0},{"id":"2582680312","title":"港股异动 | 安井食品(02648)涨超8%再创新高 3季度主业营收稳健 机构看好旺季持续改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2582680312","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582680312?lang=zh_cn&edition=full","pubTime":"2025-11-12 09:40","pubTimestamp":1762911608,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,安井食品涨超8%,高见73.5港元再创新高。截至发稿,涨8.45%,报73.15港元,成交额2178.79万港元。消息面上,安井食品近期披露的三季报显示,公司前三季度取得营业收入113.71亿元,同比增长2.66%;归母净利润9.49亿元。中银国际指出,3季度公司主业营收稳健,新渠道表现亮眼。下半年旺季催化下,公司业绩有望逐季改善。该行建议关注安井食品(渠道驱动转向产品驱动,锁鲜装毛利率稳定持续验证品牌效应等。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"44b564f48cd490c9b39a357d5c877808","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1368092.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02648","603345"],"gpt_icon":0},{"id":"2582753823","title":"11月10日安井食品涨5.26%,中庚价值先锋股票基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2582753823","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582753823?lang=zh_cn&edition=full","pubTime":"2025-11-10 16:27","pubTimestamp":1762763272,"startTime":"0","endTime":"0","summary":"证券之星消息,11月10日安井食品涨5.26%创60日新高,收盘报78.08元,换手率4.67%,成交量13.7万手,成交额10.5亿元。根据2025基金Q3季报公募基金重仓股数据,重仓该股的公募基金共33家,其中持有数量最多的公募基金为中庚基金的中庚价值先锋股票。中庚价值先锋股票目前规模为32.36亿元,最新净值1.0547,较上一交易日下跌0.32%,近一年上涨0.7%。陈涛在任的基金产品包括:中庚小盘价值股票,管理时间为2024年7月19日至今,期间收益率为34.68%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025111000020587.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["603345","BK0201","02648","LU1997245094.SGD","BK0238","LU1997245177.USD","BK1237"],"gpt_icon":0},{"id":"2582282305","title":"安井食品涨5.26%,中邮证券二个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2582282305","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582282305?lang=zh_cn&edition=full","pubTime":"2025-11-10 16:27","pubTimestamp":1762763262,"startTime":"0","endTime":"0","summary":"今日安井食品涨5.26%,收盘报78.08元。2025年8月28日,中邮证券研究员蔡雪昱,杨逸文发布了对安井食品的研报《上半年利润承压,新品推广/新渠道拓展驱动下半年增长》,该研报对安井食品给出“买入”评级。此外,西南证券研究员朱会振,舒尚立,民生证券研究员王言海,张玲玉,范锡蒙近期也对该股发布了研报,同样给出“买入”评级。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为海通证券的张宇轩。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025111000020582.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["161027","02648","603345"],"gpt_icon":0},{"id":"2582847344","title":"港股异动 | 安井食品(02648)涨超5% 股价创上市新高 机构看好公司业绩逐季改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2582847344","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582847344?lang=zh_cn&edition=full","pubTime":"2025-11-10 14:58","pubTimestamp":1762757902,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,安井食品(02648)涨超5%,高见69.05港元创上市新高。截至发稿,涨5.32%,报68.25港元,成交额7581.92万港元。消息面上,安井食品三季报显示,公司前三季度取得营业收入113.71亿元,同比增长2.66%;归母净利润9.49亿元。单季度来看,公司第三季度实现收入37.66亿元,同比增加6.61%,归母净利2.73亿元,同比增加11.8%。中银国际指出,3季度公司主业营收稳健,新渠道表现亮眼。公司以产品创新驱动增长,顺应渠道变革及消费者需求,进行内部调改。下半年旺季催化下,公司业绩有望逐季改善。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1367173.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02648","BK0201","LU1997245177.USD","BK0238","603345","BK1237","LU1997245094.SGD"],"gpt_icon":0},{"id":"2581513773","title":"嘉华股份:安井食品是本公司的主要客户之一","url":"https://stock-news.laohu8.com/highlight/detail?id=2581513773","media":"证券日报网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2581513773?lang=zh_cn&edition=full","pubTime":"2025-11-05 21:39","pubTimestamp":1762349940,"startTime":"0","endTime":"0","summary":"证券日报网讯嘉华股份11月5日在互动平台回答投资者提问时表示,安井食品是本公司的主要客户之一,双方已建立良好的合作关系。公司目前在手订单情况良好,能够满足正常生产经营所需。公司大豆蛋白产品有多种品类和型号,除应用于婴幼儿配方奶粉外,还因其较好的营养性及功能性广泛应用于肉制品、休闲豆制品、乳制品、营养制品、火锅料、烘焙制品、宠物食品等诸多领域,且已拓展到特医膳食和医药、化工、化妆品等非传统食品领域。\n\n\n海量资讯、精准解读,尽在新浪财经APP","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2025-11-05/doc-infwkiit2742080.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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22:12","pubTimestamp":1762265542,"startTime":"0","endTime":"0","summary":"截至2025年11月4日收盘,安井食品报收于73.82元,较前一交易日下跌1.4%,最新总市值为246.03亿元。公司近日发布公告,披露截至2025年10月31日止之股份发行人的证券变动月报表。公告显示,安井食品集团股份有限公司法定/注册股本无变动。H股法定股份为39,994,700股,每股面值人民币1元;A股法定股份为293,294,232股,每股面值人民币1元。股份期权计划中,2023年股票期权激励计划部分期权失效,减少4,294,280份,本月底结存股份期权数目为6,415,920份,均为A股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025110400039146.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["603345","BK0201","02648","LU1997245094.SGD","BK0238","LU1997245177.USD","BK1237"],"gpt_icon":1},{"id":"2580525404","title":"港股异动 | 安井食品(02648)午前涨超4% 三季度扣非归母净利同比增长15.27% 商超大客户拓展稳步推进","url":"https://stock-news.laohu8.com/highlight/detail?id=2580525404","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2580525404?lang=zh_cn&edition=full","pubTime":"2025-11-03 11:46","pubTimestamp":1762141598,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,安井食品午前涨超4%,截至发稿,涨4.27%,报64.65港元,成交额4861.63万港元。消息面上,近日,安井食品发布2025年前三季度业绩。光大证券指出,Q3单季总营收37.66亿元、同比增长6.61%,归母净利润2.73亿元,同比增长11.8%,扣非归母净利润2.64亿元,同比增长15.27%。该行认为,公司在产品端和渠道端积极求变,强调新品驱动,产品端加大升级换新,渠道端拥抱商超定制化趋势,行业价格竞争缓和下公司盈利能力也逐步修复。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1364321.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0201","BK0238","603345","02648","BK1237","LU1997245177.USD","LU1997245094.SGD"],"gpt_icon":0},{"id":"2580402281","title":"西南证券:给予安井食品买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2580402281","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2580402281?lang=zh_cn&edition=full","pubTime":"2025-11-02 15:01","pubTimestamp":1762066888,"startTime":"0","endTime":"0","summary":"西南证券股份有限公司朱会振,舒尚立近期对安井食品进行研究并发布了研究报告《2025年三季报点评:25Q3收入稳健,盈利能力稳中有进》,给予安井食品买入评级。单三季度毛利率保持稳健,主要系低毛利产品如小龙虾等占比下降所致。最新盈利预测明细如下:该股最近90天内共有25家机构给出评级,买入评级22家,增持评级3家;过去90天内机构目标均价为96.13。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025110200003688.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["600369","603345","02648"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1765801026038,"stockEarnings":[{"period":"1week","weight":-0.0082},{"period":"1month","weight":-0.0227},{"period":"3month","weight":0.0937},{"period":"6month","weight":0.0388},{"period":"1year","weight":-0.1194},{"period":"ytd","weight":0.0192}],"compareEarnings":[{"period":"1week","weight":-0.0034},{"period":"1month","weight":-0.0277},{"period":"3month","weight":0.0048},{"period":"6month","weight":0.1517},{"period":"1year","weight":0.1236},{"period":"ytd","weight":0.1604}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"安井食品集团股份有限公司","boardCode":"AI0013","boardName":"农副食品加工业","stockholders":"63194人(较上一季度增加78.51%)","perCapita":"4641股","listingDate":"2017-02-22","address":"福建省厦门市海沧区新阳路2508号","registeredCapital":"33328万元","survey":" 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