证券代码：603345 证券简称：安井食品 公告编号：临 2025-043 （即 安井食品集团股份有限公司 关于稳定股价行动、稳定价格期间结束 及超额配售权失效的公告 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。 经香港联合交易所有限公司（以下简称"香港联交所"）批准，安井食品集 团股份有限公司（以下简称"公司"）发行的 39,994,700 股 H 股股票（行使超额 配售权之前）已于 2025 年 7 月 4 日在香港联交所主板上市交易（以下简称"本 次发行 H 股并上市"）。具体内容详见公司于 2025 年 7 月 5 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境 外上市外资股（H 股）挂牌并上市交易的公告》（公告编号：临 2025-039）。 一、稳定价格行动及稳定价格期间结束 本次发行有关全球发售的稳定价格期间已于 2025 年 7 月 30 日（星期三） 提交香港公开发售申请的截止日期后第 30 日）结束。稳定价格操作人高盛（亚 洲）有限责任公司、其联属人 ...

整体协调人（为其自身及代表国际承销商）于稳定价格期间内并无行使超额配售权，故超额配售权已于 2025年7月30日失效。 格隆汇7月30日丨安井食品(603345.SH)公布，本次发行有关全球发售的稳定价格期间已于2025年7月30 日（星期三）（即提交香港公开发售申请的截止日期后第30日）结束。稳定价格操作人高盛（亚洲）有 限责任公司、其联属人士或代其行事的任何人士于稳定价格期内采取的稳定价格行动如下：1、在国际 发售中超额分配合计5,999,200股H股，约占全球发售项下可供认购发售股份总数（于超额配售权行使 前）的15%；2、于稳定价格期间在市场上按每股H股介于57.00港元至60.00港元的价格（不包括1%经纪 佣金、0.0027%香港证券及期货事务监察委员会交易征费、0.00565%香港联交所交易费及0.00015%香港 会计及财务汇报局交易征费）买入合计5,999,200股H股，约占于超额配售权行使前全球发售项下可供认 购发售股份总数的15%。稳定价格操作人、其联属人士或代其行事的任何人士于稳定价格期间在市场上 的最后一次买入于2025年7月30日（星期三）作出，价格为每股H股59.95港元（不包括 ...

Core Viewpoint - Anjiu Foods (02648) announced the end of the stabilization period for its global offering on July 30, 2025, which is 30 days after the deadline for submitting the application for public offering in Hong Kong [1] Summary by Relevant Sections - The overall coordinator (representing international underwriters) did not exercise the over-allotment option during the stabilization period, and the over-allotment option will expire on July 30, 2025 [1]

Core Viewpoint - Anjiu Foods (02648.HK) announced that the stabilization period for its global offering will end on July 30, 2025, and that the overall coordinator did not exercise the over-allotment option during this period [1] Group 1 - The stabilization period for Anjiu Foods' global offering is set to conclude on July 30, 2025 [1] - The overall coordinator, representing international underwriters, did not exercise the over-allotment option during the stabilization period [1] - The over-allotment option will expire on July 30, 2025 [1]

Core Viewpoint - Anjiu Foods (603345)(02648) announced that the stabilization period for its global offering will end on July 30, 2025, which is 30 days after the deadline for submitting the application for public offering in Hong Kong [1] Summary by Relevant Sections - The overall coordinator (representing international underwriters) did not exercise the over-allotment option during the stabilization period [1] - The over-allotment option will expire on July 30, 2025 [1]

证券代码：603345 证券简称：安井食品 公告编号：临 2025-043 安井食品集团股份有限公司 关于稳定股价行动、稳定价格期间结束 及超额配售权失效的公告 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。 经香港联合交易所有限公司（以下简称"香港联交所"）批准，安井食品集 团股份有限公司（以下简称"公司"）发行的 39,994,700 股 H 股股票（行使超额 配售权之前）已于 2025 年 7 月 4 日在香港联交所主板上市交易（以下简称"本 次发行 H 股并上市"）。具体内容详见公司于 2025 年 7 月 5 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境 外上市外资股（H 股）挂牌并上市交易的公告》（公告编号：临 2025-039）。 一、稳定价格行动及稳定价格期间结束 本次发行有关全球发售的稳定价格期间已于 2025 年 7 月 30 日（星期三）（即 提交香港公开发售申请的截止日期后第 30 日）结束。稳定价格操作人高盛（亚 洲）有限责任公司、其联属人士 ...

Group 1 - The core point of the news is that Anjoy Foods (603345.SH) has completed its global offering stabilization period on July 30, 2025, with actions taken by Goldman Sachs (Asia) LLC to stabilize the stock price [1] - During the stabilization period, a total of 5,999,200 H-shares were over-allocated, representing approximately 15% of the total shares available for subscription before the exercise of the over-allotment option [1] - The last purchase during the stabilization period was made at a price of HKD 59.95 per H-share, excluding various transaction fees [1] Group 2 - The overall coordinator did not exercise the over-allotment option during the stabilization period, resulting in the expiration of the over-allotment option on July 30, 2025 [2]

证券之星消息，7月30日食品加工板块较上一交易日上涨0.57%，光明肉业领涨。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。食品加工板块个股涨跌见下表： 从资金流向上来看，当日食品加工板块主力资金净流出2534.16万元，游资资金净流出462.48万元，散户 资金净流入2996.64万元。食品加工板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600073 光明肉业 | | 1800.84万 | 4.20% | 2633.61万 | 6.15% | -4434.44万 | -10.35% | | 603345 安井食品 | | 929.83万 | 2.71% | 33.57万 | 0.10% | -963.40万 | -2.81% | | 001215 千味央厨 | | 715.62万 | 7.40% | -99.48万 | -1.03 ...

从资金流向上来看，当日食品加工板块主力资金净流出1.27亿元，游资资金净流出2488.55万元，散户资 金净流入1.52亿元。食品加工板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 603345 | 安井食品 | | 3588.42万 | 9.81% | -3645.99万 | -9.97% | 57.57万 | 0.16% | | 002515 | 金字火腿 | | 2249.10万 | 14.02% | -1481.85万 | -9.24% | -767.25万 | -4.78% | | 002702 海欣食品 | | | 1308.54万 | 13.69% | -383.06万 | -4.01% | -925.48万 | -9.68% | | 002626 | 金达威 | | 1100.54万 | 4.62% | 1399.42万 | 5.88% | -2499.96 ...

Investment Rating - The report assigns an "Overweight" rating to the food and beverage industry, indicating that the industry index is expected to outperform the CSI 300 index by 10% or more over the next six months [1]. Core Insights - The food and beverage sector saw a 0.74% increase last week, underperforming the CSI 300 index by 0.95 percentage points, ranking 26th among 31 first-level sectors [12]. - The report highlights a rebound opportunity in the liquor sector, particularly for high-end and regional leading brands, as market sentiment improves and policy catalysts emerge [7][12]. - The beer sector is expected to recover this year, despite short-term disruptions from delivery platforms, with low inventory levels and favorable cost trends [7][12]. - The snack segment shows high growth potential, driven by strong categories and new channels, with specific products like konjac gaining popularity [7][12]. - The report emphasizes the importance of monitoring the dairy sector, where prices are stabilizing, and a potential turning point in raw milk prices is anticipated [7][12]. Summary by Sections 1. Market Performance - The food and beverage sector's performance last week was characterized by a 0.74% increase, with pre-processed foods and health products performing relatively well, rising by 1.97% and 1.88% respectively [12][17]. - The top five gainers included *ST Xifa, Jiaoda Anli, Huang Shang Huang, Tianyou Dejiu, and Tianrun Dairy, with increases ranging from 5.92% to 9.89% [12][17]. 2. Price Trends - As of July 27, 2024, the batch price for 2024 Moutai (scattered) was 1900 yuan, reflecting a weekly increase of 10 yuan and a monthly increase of 50 yuan [21]. - The beer production for June 2025 was reported at 4.12 million kiloliters, showing a year-on-year decrease of 0.2% [26]. 3. Industry Dynamics - The beverage manufacturing sector's profit decreased by 2.1% year-on-year in the first half of 2025, with total revenue reaching 814.69 billion yuan, a 1.9% increase [53]. - Jiangsu province's liquor production in the first half of 2025 was 81,700 kiloliters, down 15% year-on-year [53]. 4. Company Updates - Yanjing Beer announced a cash dividend of 1.90 yuan per 10 shares, totaling 536 million yuan, with the record date set for July 28 [55]. - Jiu Gui Jiu declared a cash dividend of 6.00 yuan per 10 shares, amounting to 195 million yuan, with the record date on July 30 [55].