港股异动 | 安井食品(02648)盘中涨近7% 行业价格战趋缓 机构称近期动销环比加快
智通财经网·2025-11-25 04:01

Core Viewpoint - The frozen food industry is stabilizing, with companies like Anjuke Foods showing signs of improved profitability due to product and channel optimization, despite a competitive pricing environment [1] Industry Summary - The frozen food sector is currently in a phase of demand stabilization, with companies experiencing a gradual improvement in gross margins as the effects of price wars diminish [1] - The recent quarterly reports indicate that the competitive landscape is shifting, leading to a reduction in aggressive promotional pricing strategies [1] Company Summary - Anjuke Foods' stock has seen a significant increase, rising nearly 7% during trading, with a current price of 71.4 HKD and a trading volume of 46.45 million HKD [1] - The company is benefiting from a favorable sales environment, attributed to the absence of promotional events in Q3, low channel inventory levels, and the exit of smaller brands, which has led to increased demand for its products [1] - The upcoming cold weather and the launch of new products are expected to further boost sales, particularly as the peak season approaches during the Spring Festival [1]