华创证券则表示，近期跟踪到在10-11月在高基数背景下，渠道数据保持良性较快增长，动销延续Q3以 来逐月改善趋势，主要系一是今年Q3无经销商大会促销，渠道库存水平不算高；二是新品贡献，安井 受益小品牌退出，终端动销出现明显增长，部分产品出现断货；三是天气转冷旺季来临，催化速冻食品 需求。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。 智通财经APP获悉，安井食品(02648)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。 ...

Core Viewpoint - Anjuke Foods (02648) has shown a nearly 5% increase in stock price, attributed to its solid performance in the third quarter and positive market conditions for frozen food products [1] Financial Performance - For the first three quarters, Anjuke Foods reported a revenue of 11.371 billion yuan, representing a year-on-year growth of 2.66% [1] - The net profit attributable to shareholders reached 949 million yuan [1] Market Trends - According to Zhongyin International, the company's main business revenue remained stable in Q3, with new channels performing well [1] - Huachuang Securities noted that channel data has shown healthy and rapid growth in October and November, despite high base comparisons [1] Growth Drivers - The company is driving growth through product innovation, adapting to channel changes and consumer demands [1] - Factors contributing to improved sales include the absence of a distributor conference promotion in Q3, low channel inventory levels, and the positive impact of new products [1] - The onset of colder weather is expected to boost demand for frozen food products, with potential for further acceleration during the upcoming Spring Festival [1]

智通财经APP获悉，根据2025年11月14日披露数据，山东墨龙（00568）、巨星传奇（06683）、协鑫科 技（03800）港股通持股占比增加值最大，分别增加3.46%、0.83%、0.75%；龙蟠科技（02465）、昊天 国际建投（01341）、南京熊猫电子股份（00553）港股通持股占比减少值最大，分别减 少-1.62%、-1.38%、-0.83%。 在最近有统计数据的5个交易日内，昊天国际建投（01341）、安井食品（02648）、天岳先进（02631） 港股通持股占比增加值最大，分别增加10.00%、3.02%、2.52%；中泽丰（01282）、龙蟠科技 （02465）、重庆钢铁股份（01053）港股通持股占比减少值最大，分别减少-7.47%、-7.41%、-2.85%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 山东墨龙(00568) | +3.46% | 60.02% | | 巨星传奇(06683) | +0.83% | 13.74% | | 协鑫科技(0 ...

Core Insights - The article highlights the changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies [1][2][3] Group 1: Increased Holdings - Haotian International Construction (01341) saw the largest increase in holdings, up by 3.17% to 67.62% [1] - Ruipu Lanjun (00666) and Anjii Food (02648) also experienced notable increases of 0.95% and 0.93%, reaching 8.29% and 34.73% respectively [1] - Over the last five trading days, Haotian International Construction (01341) had a remarkable increase of 13.82% in holdings [2] Group 2: Decreased Holdings - Tianqi Lithium (09696) and Global Medical (02666) both experienced a decrease of 1.40% in holdings, now at 35.86% and 22.01% respectively [1] - New Tian Green Energy (00956) had the largest decrease over the last five trading days, down by 9.02% to 56.82% [2] - Longpan Technology (02465) and Zhongze Feng (01282) also saw significant reductions of 5.82% and 7.46% respectively [2] Group 3: Summary of Top Changes - The top 20 companies with increased holdings include Haotian International Construction (01341), Ruipu Lanjun (00666), and Anjii Food (02648) [1] - The top 20 companies with decreased holdings include Tianqi Lithium (09696), Global Medical (02666), and Hengsheng Chinese Enterprises (02828) [1] - The five-day increase list features Haotian International Construction (01341) and Qingdao Bank (03866) with increases of 5.82% [2]

ANJOY FOODS GROUP CO., LTD. | | 特別決議案 | 贊成5 | 反對5 | 棄權5 | | --- | --- | --- | --- | --- | | 1. | 關於變更公司註冊資本及修訂《公司章程》的議案 | | | | | 2. | 關於取消監事會及修訂《公司章程》的議案 | | | | | 3. | 關於修訂公司《股東會議事規則》的議案 | | | | | 4. | 關於修訂公司《董事會議事規則》的議案 | | | | | | 普通決議案 | 贊成5 | 反對5 | 棄權5 | | 5. | 關於修訂公司《獨立董事工作細則》的議案 | | | | | 6. | 關於修訂公司《董事會審計委員會工作細則》的議案 | | | | | 7. | 關於修訂公司《關聯（連）交易決策制度》的議案 | | | | | 8. | 關於修訂公司《募集資金使用管理制度》的議案 | | | | | 9. | 關於修訂公司《經營投資管理辦法》的議案 | | | | | 10. | 關於修訂公司《內部審計制度》的議案 | | | | | 11. | 關於修訂公司《對外擔保管理制度》的議案 | | | ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本通告的內容概不負責，對其準確性或完整性亦 不發表任何聲明，並明確表示，概不對因本通告全部或任何部份內容而產生或因倚賴該等內容而引致的任 何損失承擔任何責任。 ANJOY FOODS GROUP CO., LTD. 安井食品集團股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2648） 2025年第一次臨時股東會通告 茲通告，安井食品集團股份有限公司（「本公司」）謹定於2025年11月28日（星期 五）下午14時30分於廈門市海滄區新陽路2508號會議室舉行2025年第一次臨時股東會 （「2025年第一次臨時股東會」），以審議及酌情通過下列決議案。除另行界定者外，本 通告所用詞彙與本公司日期為2025年11月12日載有下列決議案詳情的通函所界定者具 有相同涵義。 特別決議案 普通決議案 1. 關於變更公司註冊資本及修訂《公司章程》的議案 2. 關於取消監事會及修訂《公司章程》的議案 3. 關於修訂公司《股東會議事規則》的議案 4. 關於修訂公司《董事會議事規則》的議案 5. 關於修訂公司《獨立董事工作細則》的議案 6. 關於修訂公司《董事 ...

此乃要件 請即處理 閣下如對本通函任何方面或應採取的行動有任何疑問，應諮詢 閣下的股票經紀或其他註冊證 券商、銀行經理、律師、專業會計師或其他專業顧問。 2025年11月12日 閣下如已售出或轉讓所有名下的安井食品集團股份有限公司股份，應立即將本通函及隨附的代 表委任表格交予買方或承讓人，或交予經手買賣或轉讓的銀行、股票經紀或其他代理商，以便 轉交買方或承讓人。 香港交易及結算所有限公司及香港聯合交易所有限公司對本通函的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本通函全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 ANJOY FOODS GROUP CO., LTD. 安井食品集團股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2648） 變更公司註冊資本及修訂《公司章程》 取消監事會及修訂《公司章程》 修訂及制定部分公司治理制度 變更公司非公開發行股票部分募投項目 及 2025年第一次臨時股東會通告 安井食品集團股份有限公司謹定於2025年11月28日（星期五）下午14時30分於廈門市海滄區新 陽路2508號會議室舉行2025年第 ...

Core Viewpoint - Anjiu Food's stock price has reached a new high, reflecting positive market sentiment following the release of its third-quarter financial results [1] Financial Performance - For the first three quarters, Anjiu Food reported a revenue of 11.371 billion yuan, representing a year-on-year increase of 2.66% [1] - The net profit attributable to shareholders for the same period was 949 million yuan [1] - In the third quarter alone, the company achieved a revenue of 3.766 billion yuan, which is a year-on-year increase of 6.61% [1] - The net profit attributable to shareholders in the third quarter was 270 million yuan, showing a year-on-year increase of 11.8% [1] Market Reaction - Anjiu Food's stock price increased by over 8% during trading, reaching a peak of 73.5 Hong Kong dollars, and is currently trading at 72.35 Hong Kong dollars with a trading volume of 70.7904 million Hong Kong dollars [1]

Group 1 - Anjiu Foods (02648.HK) has seen its stock price increase by over 8%, reaching a new high of 73.5 HKD [1] - As of the latest update, the stock is up 8.45%, trading at 73.15 HKD with a transaction volume of 21.79 million HKD [1]

Group 1 - Company shares of Anjuke Foods (02648) rose over 8%, reaching a new high of 73.5 HKD, with a trading volume of 21.79 million HKD [1] - For the first three quarters, Anjuke Foods reported revenue of 11.371 billion CNY, a year-on-year increase of 2.66%, and a net profit attributable to shareholders of 949 million CNY [1] - In Q3 alone, the company achieved revenue of 3.766 billion CNY, up 6.61% year-on-year, and a net profit of 273 million CNY, an increase of 11.8% year-on-year [1] Group 2 - According to Zhongyin International, the company's main business revenue remained stable in Q3, with strong performance in new channels driven by product innovation [1] - The company is adapting to channel changes and consumer demands through internal adjustments, with expectations for improved performance in the second half of the year due to seasonal catalysts [1] - Huaxin Securities noted that the food price recovery in October has led to a narrowing of CPI declines, indicating a bottoming out in the restaurant supply chain industry [1] Group 3 - The industry has undergone nearly two years of adjustments, with corporate performance expected to stabilize by Q3 2025, as companies leverage product innovation, channel expansion, and strategic adjustments to enhance competitive differentiation [1] - The focus on brand and customer advantages is expected to yield positive transformation results for companies in the sector [1] - The recommendation is to pay attention to Anjuke Foods as it shifts from channel-driven to product-driven strategies, with stable gross margins from fresh-keeping packaging validating brand effects [1]