Anjoy food(SH:603345) Zhi Tong Cai Jing·2025-11-12 01:58Core Viewpoint - Anjiu Food (603345) has seen its stock price rise over 8%, reaching a new high of 73.5 HKD, driven by positive quarterly earnings and market sentiment towards the consumer sector [1] Company Summary - Anjiu Food reported a revenue of 11.371 billion CNY for the first three quarters, reflecting a year-on-year growth of 2.66% [1] - The net profit attributable to shareholders for the same period was 949 million CNY [1] - In the third quarter alone, the company achieved a revenue of 3.766 billion CNY, which is a 6.61% increase year-on-year, and a net profit of 273 million CNY, marking an 11.8% increase year-on-year [1] - The company is focusing on product innovation to drive growth and is adapting to channel changes and consumer demands [1] - The performance is expected to improve gradually in the second half of the year due to seasonal factors [1] Industry Summary - The consumer sector has seen increased attention, with food price recovery contributing to a narrowing decline in the Consumer Price Index (CPI) [1] - The restaurant supply chain industry is reportedly at a turning point after nearly two years of adjustment, with key players leading the recovery [1] - Companies are actively leveraging product innovation, channel expansion, and strategic adjustments to enhance their competitive advantages [1] - The industry is expected to stabilize by the third quarter of 2025, with positive outcomes from brand and customer advantages [1]