北京商报讯(记者郭秀娟实习记者王悦彤)8月18日，安井食品（603345）发布公告称，将为其控股子公 司湖北新柳伍食品集团有限公司提供14898.3万元的担保。此担保用于支持新柳伍收购小龙虾原料等业 务所需的银行贷款等综合授信业务。截至目前，公司已实际为新柳伍提供的担保余额为10000万元。 目前，公司对外担保总额达到74898.3万元，占上市公司最近一期经审计净资产的5.78%，且不存在逾期 对外担保。 本次担保事项已通过公司2024年年度股东会审议，属于2025年度预计担保范围内的担保事项。新柳伍作 为公司的控股子公司，其经营状况稳定，担保风险可控。 ...

证券日报网讯8月18日晚间，安井食品（603345）发布公告称，截至公告披露日，公司对外担保总额为 74，898.30万元，均为对控股或全资子公司的担保，占上市公司最近一期经审计净资产的5.78%。公司 不存在逾期对外担保。 ...

证券代码：603345 证券简称：安井食品 公告编号：临 2025-047 安井食品集团股份有限公司 关于为控股子公司担保的情况公告 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。 重要内容提示： 被担保人名称及是否为上市公司关联人：湖北新柳伍食品集团有限公司 （以下简称"新柳伍"）为安井食品集团股份有限公司（以下简称"公司"）合并 报表范围内的控股子公司，不属于关联人。 本次担保金额及已实际为其提供的担保余额：本次为上述被担保人提供 的担保金额合计人民币 14,898.30 万元，少数股东按股权比例提供同等担保。截 至本公告披露日，公司已实际为其提供的担保余额为人民币 10,000.00 万元。 一、担保情况概述 公司控股子公司新柳伍因收购小龙虾原料等业务需向银行申请贷款等综合 授用信业务，为保证新柳伍授信额度的履行，公司分别与中国银行股份有限公司 潜江分行（以下简称"中国银行潜江分行"）、中国工商银行股份有限公司潜江 分行（以下简称"工商银行潜江分行"）签订了《最高额保证合同》，合计为新 柳伍提供担保金额 14,898.3 ...

证券之星消息，8月18日食品加工板块较上一交易日上涨0.55%，*ST春天领涨。当日上证指数报收于 3728.03，上涨0.85%。深证成指报收于11835.57，上涨1.73%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600381 | *ST春天 | 4.41 | 5.00% | 6.66万 | 2913.05万 | | | 600530 | 交大昂立 | 60'8 | 3.85% | 18.56万 | 1.48亿 | | | 002626 | 全达威 | 19.65 | 3.37% | 20.87万 | | 4.09亿 | | 836826 | 盖世食品 | 12.50 | 2.88% | - 4.46万 | 5546.05万 | | | 605089 | 味知香 | 26.30 | 2.81% | 1.69万 | 4377.88万 | | | 002216 | 三全食品 | 11.43 | 2.14% | 12.60万 | | 1.43 ...

Investment Rating - The report maintains an "Outperform" rating for the food and beverage sector [1][4]. Core Views - External positive factors are gradually increasing, and Kweichow Moutai's interim report demonstrates operational resilience. The report indicates that the liquor sector has shown a slight increase of 0.9% this week, with expectations for continued valuation recovery due to policy anticipation [2][11]. - The report highlights three investment themes: companies with strong anti-cyclical performance like Shanxi Fenjiu and Kweichow Moutai, companies with strong cyclical attributes like Luzhou Laojiao, and companies with low inventory burdens like Yingjia Gongjiu [2][13]. Summary by Sections 1. Weekly Insights - The food and beverage sector rose by 0.49% this week, underperforming the Shanghai Composite Index by 1.21 percentage points. The top five gainers in the sector included Guifaxiang (28.74%), Angel Yeast (7.52%), Tianwei Food (6.90%), Gujing Gongjiu (6.58%), and ST Tongpu (6.54%) [1][20]. 2. Liquor Sector - Kweichow Moutai's interim report showed a total revenue of 91.09 billion yuan, up 9.2% year-on-year, and a net profit of 45.4 billion yuan, up 8.9% year-on-year. The report notes a slight decline in profit margins due to fluctuations in gross and expense ratios, but the company has shown resilience amid industry adjustments [2][11]. - The report suggests that liquor companies will focus on destocking and promoting sales in the short term while emphasizing consumer engagement and internationalization in the medium to long term [2][13]. 3. Consumer Goods - The beer sector is entering a peak season, with a slight decrease in fund holdings in the second quarter of 2025. Yanjing Beer has seen an increase in fund holdings, while other major brands like Qingdao Beer and China Resources Beer have seen declines [3][14]. - The snack sector has seen an increase in fund holdings, particularly in Yanjinpuzi and Wancheng Group, indicating a shift towards a more category-driven growth model [3][15]. - The report recommends focusing on leading companies in various segments, including Kweichow Moutai, Wuliangye, Shanxi Fenjiu, Luzhou Laojiao, Nongfu Spring, and Dongpeng Beverage [3][19].

New Product Launches - Gu Ming launched the Super Berry Cup, featuring juice from 9 types of fruits using HPP technology [3] - Three Sany launched the Zero Sugar Coconut Milk series, including banana, sweet potato, and red tea flavors, with over 8.8% coconut content [4] - Xinqing launched the Natural Sweet Dried Fruits, made from 100% fresh fruit without sulfur fumigation [4] - Nestlé's KitKat introduced mini mousse cakes in three flavors, combining mousse with KitKat wafers [6] - Mengniu's Daily Fresh Cheese launched a new pistachio cheese product, crafted with 33 steps of French cheese-making [7] Industry Events - Lotte's burger chain, Lotte Li, opened its first store in California, USA, offering five types of burgers and Korean BBQ rice bowls [10] - Zhengzhou Coca-Cola and Fantawild Resort signed a strategic cooperation agreement to enhance immersive experiences [10] - BornTooth, a pet food brand, opened its fourth store in Shanghai, focusing on fresh food for pets [12] Investment and Financing - Guoquan announced a multi-million strategic investment in "Xiong Miao Master," focusing on community cooking solutions [17] - Chongqing Beer plans to invest 600 million yuan in its subsidiary to optimize its asset structure [19] - Marumi, a leader in medical nutrition, completed over 100 million yuan in B+ round financing for product development [20] - Zhi Nuo Technology secured several million yuan in Pre-A round financing for production capacity and team expansion [20] New Trends in Food and Beverage - Feng Wei Pai launched a rich Hong Kong-style milk tea, now available on JD platform [23] - OIKOS introduced a new yogurt specifically designed for GLP-1 users, featuring a patented blend of whey protein and vitamins [25] - Wang Xiaolu released a new series of marinated products, including duck feet and chicken feet, using low-temperature marination [24] Beauty and Personal Care Developments - Louis Vuitton announced the launch of its new beauty line, La Beauté Louis Vuitton, featuring 55 lipsticks and 10 lip balms [30] - Youthforia, a clean beauty brand, announced its closure and is clearing inventory at a discount [31] - Streamlined collaboration between Shanghai Jahwa's Yuzhu brand and retail pharmacies is underway to enhance market presence [31]

Summary of Key Points Core Viewpoint - Schroders PLC has increased its stake in Anjoy Foods (02648.HK) by purchasing 218,300 shares at an average price of HKD 60.2905 per share, raising its ownership from 8.93% to 9.47% as of August 12, 2025 [1]. Group 1: Shareholding Details - The total investment made by Schroders PLC in this transaction amounts to approximately HKD 13.1614 million [1]. - Following the purchase, Schroders PLC's total shareholding in Anjoy Foods is now 3.788 million shares [2]. Group 2: Market Impact - The increase in shareholding percentage indicates a growing confidence from Schroders PLC in Anjoy Foods' future performance [1].

8月14日，安井食品大宗交易成交11.34万股，成交额749.57万元，占当日总成交额的0.92%，成交价66.1元，较市场收盘价73.63元折价10.23%。 | | | | | | | 中信证券股份有限 | | 中信证券股份有限 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 2025-08-14 | 证券简称 安井食品 | 证券代码 603345 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 66.1 | 749.57 | 11.34 | 公司河北分公司 | 公司河北分公司 | 卖出营业部 | ...

（文章来源：证券时报网） 据统计，截至8月13日，沪深两市共有135只个股连续5日或5日以上获融资净买入。连续获融资净买入天 数最多的股票是惠城环保，已连续23个交易日获净买入；连续获融资净买入天数较多的还有探路者、华 曙高科、景嘉微、凯盛新材、安井食品、鑫宏业、天保基建、依米康、电投产融等股，分别获14个、12 个、11个、10个、10个、9个、9个、9个、9个交易日净买入。 ...

据iFind统计，截至8月12日，沪深两市共有141只个股连续5日或5日以上获融资净买入。连续获融资净 买入天数最多的股票是惠城环保，已连续22个交易日获净买入；连续获融资净买入天数较多的还有泰晶 科技、探路者、恒生电子、华曙高科、景嘉微、安井食品、凯盛新材、电投产融、道氏技术、迪威尔等 股，分别获13个、13个、13个、11个、10个、9个、9个、8个、8个、8个交易日净买入。 （文章来源：证券时报网） ...