Core Viewpoint - Anjiu Food Group Co., Ltd. has announced a change in its fundraising project, reallocating 361 million yuan from its original technology upgrade projects to a new baking project, reflecting a strategic shift in response to market changes [1][2]. Group 1: Fundraising and Project Changes - The company plans to redirect 361 million yuan of its previously raised funds to the Dingyifeng Baking Project, which involves the construction of a new baking facility [1][2]. - The original fundraising amount was approximately 5.67 billion yuan, with a net amount of about 5.63 billion yuan after expenses. As of September 23, 2025, the company has invested 4.34 billion yuan, achieving a progress rate of 76.99% [1][2]. Group 2: New Baking Project Details - The Dingyifeng Baking Project will produce various baked goods, with a designed daily capacity of 67.42 tons. The total investment for the project is 410 million yuan, with 361 million yuan sourced from the fundraising [2][3]. - The project is expected to generate annual revenue of approximately 613.39 million yuan and a profit of about 67.83 million yuan, with an internal rate of return of 10.38% and a payback period of 8.05 years [3]. Group 3: Market Context and Challenges - The frozen food industry is experiencing intense competition, with a significant increase in the number of enterprises in the prepared dish sector, leading to aggressive price wars [4]. - In the first half of 2025, the company reported revenue of 7.60 billion yuan, a slight increase of 0.8%, but a notable decline in net profit by 15.79%, marking the first negative growth in mid-year net profit since its listing [3][4].

公司计划将四川安井技改项目、辽宁安井技改项目、泰州安井技改项目尚未投入使用的募集资金合计 1.81亿元及河南三期项目尚未投入使用的部分募集资金1.8亿元，合计3.61亿元变更用于鼎益丰烘焙面包 项目。新项目预计建设期为2年，建成后正常年可实现营业收入为6.13亿元，年利润总额为6783万元， 项目投资财务内部收益率为10.38%。 北京商报讯(记者郭秀娟王悦彤)9月30日，安井食品（603345）发布公告，计划变更非公开发行股票部 分募投项目。原项目包括四川安井技术升级改造项目、辽宁安井技术升级改造项目、泰州安井技术升级 改造项目和河南三期年产14万吨速冻食品扩建项目。新项目为鼎益丰食品(太仓)有限公司新建烘焙面包 项目，总投资金额为4.1亿元。 ...

ANJOY FOODS GROUP CO., LTD. 安井食品集團股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2648） 關於變更非公開發行股票部分募投項目的公告 茲提述安井食品集團股份有限公司（「公司」）日期為2025年6月25日的招股章程 「歷史、發展及公司架構－2022年的A股非公開發行」一節，內容有關公司於2022 年非公開發行A股，募集的所得款項淨額為人民幣5,634,574,077.18元。 一、變更募投項目的概述 （一）募集資金基本情況 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 經公司第四屆董事會第十七次會議、2020年年度股東大會審議通過，並 經中國證券監督管理委員會《關於核准福建安井食品股份有限公司非公 開發行股票的批覆》（證監許可[2021]3419號）核准，公司通過非公開發 行股票方式向特定投資者發行48,884,872股人民幣普通股（A股），發行價 格為人民幣116.08元╱股，募集資金總額為 ...