Anjoy food(603345)

Search documents
安井食品(603345) - 安井食品关于注销部分募集资金专户的公告
2025-06-25 09:30
本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 一、募集资金基本情况 经安井食品集团股份有限公司(以下简称"公司")第四届董事会第十七次 会议、2020 年年度股东大会审议通过,并经中国证券监督管理委员会《关于核 准福建安井食品股份有限公司非公开发行股票的批复》(证监许可[2021]3419 号) 核准,公司通过非公开发行股票方式向特定投资者发行 48,884,872 股人民币普通 股(A 股),发行价格为 116.08 元/股,募集资金总额为 5,674,555,941.76 元,扣 除与募集资金相关的发行费用 39,981,864.58 元(不含增值税),公司实际募集 资金净额为 5,634,574,077.18 元。 募 集 资 金 5,674,555,941.76 元 扣 除 相 关 剩 余 保 荐 承 销 费 用 人 民 币 35,586,690.18 元(不含增值税)(保荐承销费用不含增值税金额总计为 37,473,482.63 元,含增值税金额总计为 39,721,891.59 元,其中公司在 2021 年 12 ...
【IPO追踪】安井食品:港股折让21% 开启招股,景林为基石
Sou Hu Cai Jing· 2025-06-25 07:29
今年以来,包括宁德时代(03750.HK)、恒瑞医药(01276.HK)、三花智控(02050.HK)在内的多家A股巨头实现了在港上市。 根据弗若斯特沙利文资料,按2024年收入计,安井食品是中国最大的速冻食品公司,市场份额为6.6%。尤其是在速冻食品行业,2024年,公司在中 国速冻调制食品市场排名第一,市场份额为13.8%,是第二名的约五倍;2024年,安井食品在中国速冻菜肴制品市场排名第一,市场份额为5.0%,超 过该市场第二名至第四名的市场份额总和;2024年,安井食品在中国速冻面米制品市场排名第四,市场份额为3.2%。 业绩方面,2022年至2024年,安井食品的收入分别为121.06亿元(人民币,下同)、139.65亿元、150.30亿元;年内利润分别为11.18亿元、15.01亿 元、15.14亿元。 不过,今年一季度,安井食品的收入同比下降3.8%至35.81亿元,主要有如下一些原因:(1)2025年第一季度整体消费环境相对疲弱,加上暖冬的 影响,导致火锅食材的消费有所下降;(2)2024年及2025年的农历新年时间不同。农历新年的时间差异导致2024年第一季度的销售额更高。截至 2024年一 ...
安井食品(603345) - 安井食品关于刊发H股招股说明书、H股发行价格上限及H股香港公开发售等事宜的公告
2025-06-25 00:15
关于刊发H股招股说明书、H股发行价格上限及 H股香港公开发售等事宜的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 证券代码:603345 证券简称:安井食品 公告编号:2025-035 安井食品集团股份有限公司 安井食品集团股份有限公司(以下简称"公司")正在进行发行 H 股股票并 在香港联合交易所有限公司(以下简称"香港联交所")主板上市(以下简称"本 次发行 H 股并上市")的相关工作。 2025 年 1 月 20 日,公司向香港联交所递交了本次发行 H 股并上市的申请, 并于同日在香港联交所网站刊登了申请资料。具体内容详见公司于 2025 年 1 月 21 日在上海证券交易所网站(www.sse.com.cn)及指定媒体披露的《安井食品集 团股份有限公司关于向香港联交所递交 H 股发行上市的申请并刊发申请资料的 公告》(公告编号:临 2025-003)。 2025 年 5 月 15 日,中国证券监督管理委员会(以下简称"中国证监会") 出具《关于安井食品集团股份有限公司境外发行上市备案通知书》(国合函 [2025 ...
安井食品(02648.HK)预计7月4日上市 引入香港景林等多家基石
Ge Long Hui· 2025-06-24 22:57
Group 1 - The company, Anjoy Foods, plans to globally offer 39.9947 million H-shares, with 3.9995 million shares available in Hong Kong and 35.9952 million shares for international offering, with the subscription period from June 25 to June 30, 2025, and expected pricing on July 2, 2025 [1] - Anjoy Foods is the leading company in China's frozen food industry, holding a market share of 6.6% based on 2024 revenue, and ranks first in the frozen prepared food market with a market share of 13.8%, which is approximately five times that of the second-ranked competitor [1] - The company has established cornerstone investment agreements, with cornerstone investors agreeing to subscribe for shares totaling $90 million (or 706 million HKD), which translates to approximately 10.7037 million shares at the maximum offer price of 66.00 HKD per share [2] Group 2 - Assuming no exercise of the over-allotment option and a maximum offer price of 66.00 HKD per share, the company estimates net proceeds from the global offering to be approximately 2.496 billion HKD [3] - The company plans to allocate the proceeds from the global offering as follows: approximately 35% for expanding sales and distribution networks, 35% for enhancing procurement capabilities and optimizing the supply chain, 15% for business operation digitization, 5% for product development and technological innovation, and 10% for working capital and general corporate purposes [3]
速冻食品龙头安井食品(02648)今日起招股 基石投资者合共认购9000万美元发售股份
智通财经网· 2025-06-24 22:35
Company Overview - Company is a leading player in the Chinese frozen food industry, providing products for various consumption scenarios including households, restaurants, and dining out [2] - According to Frost & Sullivan, the company is the largest frozen food company in China by revenue in 2024, holding a market share of 6.6% [2] - In the frozen prepared food segment, the company ranks first in China with a market share of 13.8%, which is approximately five times that of the second-largest competitor [2] - The company also ranks first in the frozen vegetable products market with a market share of 5.0%, exceeding the combined market share of the second to fourth competitors [2] - In the frozen noodle and rice products market, the company ranks fourth with a market share of 3.2% [2] - The frozen food industry in China is competitive and fragmented, with the top five players holding a combined market share of 15.0% in 2024 [2] Financial Performance - The company has demonstrated strong financial performance and robust growth while maintaining industry-leading scale [2] - Revenue increased from RMB 12.1056 billion in 2022 to RMB 13.9649 billion in 2023, representing a growth of 15.4% [2] - Revenue further increased by 7.6% from RMB 13.9649 billion in 2023 to RMB 15.0296 billion in 2024 [2] - The company's net profit margins for 2022, 2023, and 2024 were 9.2%, 10.7%, and 10.1% respectively [2] IPO Details - Company plans to conduct an IPO from June 25 to June 30, 2025, offering 39.9947 million H-shares globally [1] - The public offering in Hong Kong will account for 10% of the total shares, while international offering will account for 90%, with an additional 15% over-allotment option [1] - The maximum offer price is set at HKD 66.00 per share, with trading expected to commence on July 4, 2025 [1] - The company has secured cornerstone investment agreements totaling USD 90 million from various investors [1] - Assuming no exercise of the over-allotment option and a share price of HKD 66.00, the net proceeds from the global offering are estimated to be approximately HKD 2.4958 billion [1] - The proceeds will be allocated as follows: 35% for expanding sales and distribution networks, 35% for enhancing procurement capabilities and optimizing supply chains, 15% for digitalizing operations, 5% for product development and technological innovation, and 10% for working capital and general corporate purposes [1]
六成中小股东的反对,拉不回要冲刺港股的安井
Guo Ji Jin Rong Bao· 2025-06-24 13:34
正在冲击港股的安井食品(下称"安井"),遭到了投资者连环拷问。 近日,安井食品(603345.SH)召开2024年度暨2025年第一季度业绩说明会,公司业绩、港股上市进展 与海外业务布局等成为关注焦点。 孙婉秋 摄 海外收入仅占1% 董事长刘鸣鸣在业绩会上介绍,公司于今年1月向香港联交所递交A1申请,6月5日举行上市聆讯。目前 各项工作正有序推进。 尽管赴港目的之一是为了加快国际化战略及海外业务布局,但安井当前的海外业绩却十分尴尬。 今年一季度,公司实现营收36亿元,其中境外收入仅3980.31万元,占比仅1%,且同比还下降3.1%。有 投资者质疑这与公司积极布局海外市场相悖。 经理张清苗则将海外业绩下滑归咎于国际关税贸易摩擦,并表示未来将重点拓展东南亚主要国家及地 区,通过在当地寻求战略合作、股权投资或并购等方式设厂,逐步扩大海外业务布局。 然而,目前安井在东南亚尚无实体布局,根基近乎空白。 招股书显示,公司近三年海外收入的占比始终徘徊在1%左右,主要依赖欧美市场,唯一的海外生产基 地还位于英国。 中小股东广投反对票 事实上,中小投资者对安井赴港上市的态度较为消极。 2024年12月的股东大会上,对安井发行 ...
苏超,彻底暴露了江苏的家底
商业洞察· 2025-06-24 09:26
Group 1 - The core viewpoint of the article highlights the unexpected popularity and financial success of the Jiangsu Provincial City Football League (referred to as "Su Super"), which has attracted significant sponsorship from both local and international brands, including Heineken, JD.com, and KFC [3][8][10] - The league has seen a rapid increase in sponsorship, with 19 sponsors confirmed by June 19, 2025, compared to only 6 at the start of the season, indicating a surge in interest and investment [7][8][20] - The total market value of the listed companies sponsoring the league exceeds 4 trillion yuan, showcasing the financial strength and appeal of the event [15][20] Group 2 - The Su Super has successfully integrated football with tourism and consumer spending, leading to a significant increase in visitor numbers and spending in host cities, with some cities seeing tourist numbers rise by over 48% [22][24] - The league's ability to attract major sponsors reflects its growing popularity, with sponsorship prices skyrocketing to 300 million yuan for official seats, indicating high demand [8][24] - The economic strength of Jiangsu province, with a GDP surpassing 13 trillion yuan in 2024, supports the league's financial viability and attractiveness to sponsors [25][26]
食品饮料周报:中央明确吃喝标准,关注白酒修复机会-20250623
Ping An Securities· 2025-06-23 03:17
Investment Rating - The industry investment rating is "Outperform the Market" (maintained) [27] Core Views - The central government has clarified standards for dining, which is expected to lead to a recovery in the liquor sector. This standard is anticipated to guide the development of consumption norms and boost the valuation of the liquor sector. Key recommendations include high-end liquor such as Kweichow Moutai, next-tier liquor like Shanxi Fenjiu, and real estate liquor brands such as Jianshiyuan and Gujinggongjiu [6][4] - The food index has shown a cumulative decline of 3.43%, with a recommendation to focus on investment opportunities arising from demand differentiation in consumer goods. The market is expected to gradually recover, with new demands and products emerging, particularly in the snack and beverage sectors, recommending brands like Three Squirrels and Dongpeng Beverage [6][4] Summary by Sections Liquor Industry - The liquor index has a cumulative increase of 1.08%, with top performers including Huangtai Liquor (+11.41%), Jinzhongzi Liquor (+9.78%), and Yingjia Gongjiu (+7.52%). The report emphasizes the potential for recovery in the liquor sector due to new consumption standards [6][7] - Recommendations include focusing on high-end liquor, next-tier liquor, and real estate liquor brands [6][4] Food Industry - The food index has a cumulative decline of 3.43%, with top performers being ST Jiajia (+6.93%), Huifa Food (+4.43%), and Ziyan Food (+1.49%). The report suggests that the consumer market shows resilience, with a gradual recovery expected [6][4] - Investment opportunities are highlighted in the snack and beverage sectors, with recommendations for Three Squirrels, Dongpeng Beverage, and Yanjinpuzi [6][4] Key Company Earnings Forecast - The report provides earnings per share (EPS) and price-to-earnings (PE) ratios for various companies, with Kweichow Moutai recommended at a PE of 20.8 for 2024, and Shanxi Fenjiu at 18.3 [26]
首设国际食品展区,广东(佛山)预制菜产业博览会拟7月18日开幕
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-21 05:53
Group 1 - The pre-prepared food industry in China is experiencing rapid development, with the Guangdong (Foshan) Pre-prepared Food Industry Expo scheduled for July 18-20, showcasing the latest industry innovations and facilitating market expansion [1][2] - The expo will feature five thematic exhibition areas, including pre-prepared food products, food industrial equipment, and an international food exhibition area, highlighting advancements such as ultra-low temperature freezing and AI cooking machines [1][2] - Over 100 leading companies in the pre-prepared food sector, including Anjijia Food, Shuanghui Group, and JD Logistics, are confirmed to participate, showcasing regional specialties and ensuring cold chain logistics support [2][3] Group 2 - The expo will host procurement release events and a special session on Douyin instant retail, aimed at enhancing communication between exhibitors and professional buyers, and exploring e-commerce opportunities [2] - An international food exhibition area will attract over 50 foreign brands from regions such as South America, Europe, and Southeast Asia, allowing local consumers to experience international cuisines [3] - The Foshan Pre-prepared Food Expo has successfully attracted over 1,000 participating companies and 260,000 professional visitors over the past three years, generating a contract value exceeding 1.6 billion yuan [3]
新消费快讯|爱零食与京东达成战略合作;腾讯音乐拟收购喜马拉亚100%股权
新消费智库· 2025-06-20 10:53
New Consumption Overview - Al y s sa Fernandez launched a traditional grain cake mix using TAM 105 wheat and other traditional grains [1][3] - Water Otter introduced "Oriental Jasmine" tea extract, made from jasmine flowers with no sugar or artificial ingredients [1][5] - New Hope released a light loquat drink, targeting outdoor activities and social gatherings, with approximately 139 kcal per bottle [1][6] - Huiyuan's new sparkling fruit juice series combines 10% real juice with bubbles, available in four flavors [1][6] - Dayao launched a prebiotic fruit juice soda, emphasizing "0 sugar 0 fat" for gut health [1][6] Investment and Financing - Starbucks CEO Brian Niccol indicated interest from multiple potential buyers for a stake in its China operations due to brand value and coffee sales growth [7][8] - Cargill is investing $90 million to automate its beef processing plant in Colorado to improve efficiency amid a beef shortage in the U.S. [7][11] - Feihe Dairy and Lihigh Foods established a joint venture in Inner Mongolia [7][12] - Tencent Music plans to acquire 100% of Himalaya, maintaining its brand and operational independence [7][12] - Anjuke Foods passed the listing hearing at the Hong Kong Stock Exchange, focusing on frozen food products [7][12] Major Companies - Quinoa beer is expected to invigorate the stagnant beer market, with a new product launched by Mel i, a brand founded by Harvard and MIT alumni [8][13] - Snack company Ai Ling Shi signed a strategic cooperation agreement with JD Logistics to enhance logistics efficiency [8][14] - Korean fashion e-commerce Mus insa plans to enter the Chinese market by opening its first store in Shanghai by Q4 2025 [8][15] - Chanel CEO Leena Nair received the CBE honor for her contributions to retail and consumer sectors [8][16] - McDonald's signed a strategic cooperation framework agreement with Wuxi, planning to open over 90 new restaurants in the next three years [8][17]