证券之星消息，1月19日食品加工板块较上一交易日上涨1.36%，安井食品领涨。当日上证指数报收于 4114.0，上涨0.29%。深证成指报收于14294.05，上涨0.09%。食品加工板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603345 | 安井食品 | 89.38 | 5.59% | 6.91万 | 6.10亿 | | 605338 | 巴比食品 | 32.40 | 4.68% | 4.53万 | 1.45亿 | | 605567 | 春壹食品 | 11.56 | 3.96% | 5.13万 | 5854.68万 | | 600073 | 光明肉业 | 6.75 | 3.85% | 1 29.95万 | 2.00亿 | | 002330 | 得利斯 | 667 | 3.74% | 28.16万 | 1.40亿 | | 920429 | 康比特 | 16.75 | 3.72% | 2.64万 | 4384.44万 | | 000639 | 西王食品 | 3.26 | ...

（文章来源：每日经济新闻） 每经AI快讯，安井食品(02648.HK)盘中涨超5%，截至发稿，涨5.12%，报76港元，成交额5800.53万港 元。 ...

国泰海通证券发布研报称，餐饮等服务业对CPI回升较敏感、有望率先受益，同时餐供行业竞争触底， 格局或逐步优化。该行认为龙头回收促销对行业格局改善的信号意义积极，供需改善预期下关注板块复 苏机会。 安井食品（603345）(02648)盘中涨超6%，截至发稿，涨5.12%，报76港元，成交额5800.53万港元。 消息面上，1月8日，安井食品在投资者互动平台回答投资者提问称，公司会根据市场动销状况、原材料 成本变化及行业竞争态势等综合因素定价并灵活调整。近期有对部分产品的促销政策进行适度回收。 ...

国泰海通证券发布研报称，餐饮等服务业对CPI回升较敏感、有望率先受益，同时餐供行业竞争触底， 格局或逐步优化。该行认为龙头回收促销对行业格局改善的信号意义积极，供需改善预期下关注板块复 苏机会。 智通财经APP获悉，安井食品(02648)盘中涨超6%，截至发稿，涨5.12%，报76港元，成交额5800.53万 港元。 消息面上，1月8日，安井食品在投资者互动平台回答投资者提问称，公司会根据市场动销状况、原材料 成本变化及行业竞争态势等综合因素定价并灵活调整。近期有对部分产品的促销政策进行适度回收。 ...

Group 1 - The core viewpoint of the news is that Anjuke Foods has seen a stock price increase of 5.32%, reaching 89.15 yuan per share, with a total market capitalization of 29.713 billion yuan as of January 19 [1] - Anjuke Foods, established on December 24, 2001, and listed on February 22, 2017, specializes in the research, production, and sales of frozen foods, including products like fish tofu, fish balls, and various frozen dishes [1] - The company's revenue composition includes 49.43% from frozen prepared foods, 31.77% from frozen dishes, 16.32% from frozen noodle and rice products, and 2.38% from agricultural products and others [1] Group 2 - According to data, one fund under Jiashi Fund holds a significant position in Anjuke Foods, with Jiashi New Consumption Stock A reducing its holdings by 241,900 shares, now holding 1,204,900 shares, which accounts for 5.66% of the fund's net value [2] - Jiashi New Consumption Stock A has a total scale of 1.478 billion yuan and has experienced a loss of 0.08% this year, ranking 5111 out of 5579 in its category [2] - The fund manager of Jiashi New Consumption Stock A, Tan Li, has been in position for 8 years and 286 days, with the best fund return during this period being 146.21% [3]

Core Viewpoint - Anjuke Foods (603345) is expected to see improved core business sales performance driven by new products and channel advantages, with management likely to announce a sales target for 2026 that will not be lower than double-digit growth compared to 2025 [1] Group 1: Financial Forecasts - Citigroup has raised its net profit forecast for Anjuke Foods for 2025 to 2027 by 1% to 14%, and increased the target price from 75.7 HKD to 90 HKD, which corresponds to a projected price-to-earnings ratio of approximately 18 times for 2026 [1] - Goldman Sachs expressed optimism regarding management's outlook for January performance, citing a low base, inventory replenishment before the Lunar New Year, and favorable weather conditions, predicting double-digit growth in main business revenue for 2026 [1] Group 2: Profitability and Cost Management - Management emphasized that there have been no significant changes in raw material costs recently, and with economies of scale, resilient pricing power, and stable raw material prices, a steady net profit margin is expected to be maintained [1]

Core Viewpoint - Anjuke Foods (02684) is expected to see improved core business sales performance driven by new products and channel advantages, with management likely to announce a sales target for 2026 that will not be lower than double-digit growth compared to 2025 [1] Group 1: Financial Forecasts - Citigroup has raised its net profit forecast for Anjuke Foods for 2025 to 2027 by 1% to 14%, and increased the target price from 75.7 HKD to 90 HKD, which corresponds to a projected price-to-earnings ratio of approximately 18 times for 2026 [1] - Goldman Sachs is optimistic about the management's outlook for January 2026, citing a low base, inventory replenishment before the Lunar New Year, and favorable weather conditions, expecting double-digit growth in main business revenue for 2026 [1] Group 2: Profitability and Cost Management - Management emphasized that there have been no significant changes in raw material costs recently, and with economies of scale, resilient pricing power, and stable raw material prices, the company is expected to maintain a robust net profit margin [1]

Group 1 - The core viewpoint of the news is that Anjuke Foods has shown a positive stock performance with a 10.95% increase year-to-date and significant trading activity, indicating investor interest and market confidence [1][3]. - As of January 15, Anjuke Foods' stock price reached 87.96 yuan per share, with a market capitalization of 29.316 billion yuan and a trading volume of 68.64 million yuan [1]. - The company has experienced a net inflow of main funds amounting to 1.0703 million yuan, with large orders contributing significantly to both buying and selling activities [1]. Group 2 - Anjuke Foods, established on December 24, 2001, and listed on February 22, 2017, specializes in the research, production, and sales of frozen foods, including various types of fish products and ready-to-eat meals [2]. - The company's revenue composition includes 49.43% from frozen prepared foods, 31.77% from frozen dishes, 16.32% from frozen noodle and rice products, and 2.38% from agricultural products and others [2]. - As of September 30, the number of shareholders increased to 63,200, while the average circulating shares per person decreased by 43.98% [3]. Group 3 - Anjuke Foods has distributed a total of 3.219 billion yuan in dividends since its A-share listing, with 2.521 billion yuan distributed in the last three years [4]. - As of September 30, 2025, the fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 5.401 million shares, a decrease of 6.5391 million shares from the previous period [4].

Core Viewpoint - Citigroup has raised the net profit forecast for Anjoy Foods (02648) for 2025 to 2027 by 1% to 14%, and increased the target price from HKD 75.7 to HKD 90, which corresponds to a projected price-to-earnings ratio of approximately 18 times for 2026, while maintaining a "Buy" rating [1] Group 1 - The improvement in Anjoy Foods' core business sales performance in the fourth quarter of last year is expected to be driven by new products and channel advantages [1] - The gross margin may be slightly pressured due to rising raw material prices [1] - The management is anticipated to announce a sales target for 2026 that will not be lower than double-digit growth compared to 2025 [1]

Core Viewpoint - The restaurant supply industry is experiencing a gradual easing of competition, with a consensus forming around this trend. The key to significant improvement in the sector in 2026 will depend on demand-side changes, with a prolonged bottoming period expected if demand remains stagnant [1][3]. Group 1: Industry Competition - Recent years have seen a weak recovery in the restaurant sector, leading to increased competition under pressure for market share. However, the marginal benefits from price competition have significantly decreased, and leading companies are advocating for rational competition. The profit margins in the sector rebounded in Q3 2025, indicating this shift [1][3]. - As the peak season approaches in Q4 2025 and January 2026, competition continues to ease, with companies like Anjijia adjusting promotional policies for certain products [1][3]. Group 2: New Growth Opportunities - Leading companies are actively seeking new growth through new products, channels, and markets. Anjijia is focusing on new product development and has adjusted its strategy to embrace supermarket customization, becoming a supplier for major retailers like Walmart and Sam's Club. The company is also planning to enter the halal market, which presents significant potential [2]. - Baoli Foods is enhancing its B2B business by tapping into existing customers and attracting new ones, while also maintaining a steady pace of new product launches in the C-end market [2]. - Babbi Foods has received positive feedback for its new store model, which is performing at 2-3 times the efficiency of traditional takeout stores, indicating potential for exceeding store opening expectations [2]. - Yihai International is expected to maintain robust growth in its B2B and overseas businesses, with a gradual stabilization anticipated for its related parties [2]. Group 3: Market Outlook - The market consensus is optimistic about the easing competition in the industry, with key uncertainties revolving around demand recovery, sustained improvement in market structure, and the potential for new products/channels/markets to generate significant incremental growth. The Consumer Price Index (CPI) is rising, which may restore consumer confidence, and there is anticipation for more domestic demand stimulus policies [3]. - The current low valuation of the sector suggests potential for a "Davis Double," where earnings exceed expectations, leading to a significant price increase [3]. Group 4: Investment Recommendations - The restaurant supply sector has passed its worst operational phase, with competition becoming more rational. Leading companies are making strides in new products, channels, and markets. Given the low valuations, the sector is expected to show elasticity, and a positive outlook is maintained. Key investment recommendations include Anjijia Foods, Baoli Foods, Lihai Foods, Babbi Foods, and Yihai International [4].