1月8日，安井食品涨5.02%，截至发稿，报86.00元/股，成交4.12亿元，换手率1.68%，总市值286.63亿 元。 资料显示，安井食品集团股份有限公司位于福建省厦门市海沧区新阳路2508号,香港湾仔皇后大道东183 号合和中心46楼，成立日期2001年12月24日，上市日期2017年2月22日，公司主营业务涉及安井食品集 团股份有限公司（原名：福建安井食品股份有限公司）是一家主要从事速冻食品的研发、生产和销售的 中国公司。该公司的速冻调制食品主要包括鱼豆腐、鱼丸、撒尿肉丸及烤肠等。速冻菜肴制品主要包括 小龙虾、小酥肉、虾滑、牛肉卷、羊肉卷、蛋饺及酸菜鱼等。速冻面米制品主要包括烧麦、奶香馒头、 手抓饼及红糖发糕等。其他产品主要包括鱼糜、鱼粉及其他鱼类副产品。该公司主要在中国国内和海外 市场开展业务。主营业务收入构成为：速冻调制食品49.43%，速冻菜肴制品31.77%，速冻面米制品 16.32%，农副产品及其他2.38%，其他(补充)0.09%。 从基金十大重仓股角度 责任编辑：小浪快报 数据显示，中银证券旗下1只基金重仓安井食品。中银证券鑫瑞6个月持有A（010170）三季度持有股数 2600股，占 ...

截至9月30日，安井食品股东户数6.32万，较上期增加78.56%；人均流通股4641股，较上期减少 43.98%。2025年1月-9月，安井食品实现营业收入113.71亿元，同比增长2.66%；归母净利润9.49亿元， 同比减少9.35%。 1月6日，安井食品涨1.62%，成交额3.69亿元。两融数据显示，当日安井食品获融资买入额2562.46万 元，融资偿还1673.92万元，融资净买入888.54万元。截至1月6日，安井食品融资融券余额合计4.44亿 元。 融资方面，安井食品当日融资买入2562.46万元。当前融资余额4.34亿元，占流通市值的1.79%，融资余 额低于近一年40%分位水平，处于较低位。 融券方面，安井食品1月6日融券偿还400.00股，融券卖出800.00股，按当日收盘价计算，卖出金额6.62 万元；融券余量12.19万股，融券余额1008.49万元，超过近一年70%分位水平，处于较高位。 资料显示，安井食品集团股份有限公司位于福建省厦门市海沧区新阳路2508号,香港湾仔皇后大道东183 号合和中心46楼，成立日期2001年12月24日，上市日期2017年2月22日，公司主营业务涉及安 ...

Investment Rating - The report assigns a "Buy" rating for Anjuke Foods (603345.SH) as the initial coverage [2]. Core Views - The report highlights that Anjuke Foods, as a leading player in the frozen food sector, is expected to benefit from the recovery in dining consumption, the implementation of national standards for prepared dishes, and the expansion of new products, leading to performance growth [6][7]. - The frozen food industry in China is projected to maintain steady growth, with a market size of approximately 210 billion yuan in 2024 and a CAGR of about 6.5% from 2019 to 2024 [6]. - The company’s revenue for 2025, 2026, and 2027 is forecasted to be 157.3 billion yuan, 168.3 billion yuan, and 182.5 billion yuan, respectively, with year-on-year growth rates of 4.0%, 7.0%, and 8.5% [6]. Summary by Sections Market Data - Closing price: 81.52 yuan - Market capitalization: 23,909 million yuan - Price-to-earnings ratio (PE): 17.6X for 2025 [2]. Financial Performance - Revenue for 2023 is projected at 14,045 million yuan, with a year-on-year growth rate of 15.3% [8]. - The net profit for 2025 is expected to be 1,359 million yuan, reflecting a decline of 8.4% compared to the previous year [8]. - Gross profit margins for various product lines are forecasted to improve, with frozen prepared food margins expected to reach 27.5% by 2025 [6][7]. Product and Innovation Strategy - The company is focusing on innovation in frozen dishes, with significant revenue growth in this segment, which accounted for 32.0% of total revenue in the first three quarters of 2025 [6][7]. - The acquisition of Dingwei Tai is expected to enhance the company's capabilities in the frozen baking segment, which is one of the fastest-growing areas in the frozen food industry [7]. Competitive Positioning - Anjuke Foods is positioned to benefit from the increasing standardization and regulation in the prepared food industry, which is expected to raise entry barriers and favor leading companies [6][7]. - The company has established strategic partnerships with major retailers and restaurant chains, enhancing its market presence and customer loyalty through customized product offerings [7].

格隆汇12月24日｜华西证券研报指出，安井食品业绩已现拐点，景气度持续回升。公司作为速冻食品行 业龙头，依托多元化创新和渠道结构升级，成功穿越行业周期，展现出极强的增长与盈利恢复动能。公 司业绩已现拐点，经营持续修复，25Q3单季营收同比提升6.6%，归母净利润增速回正达到11.8%，毛利 率同比提升，盈利能力边际改善显著，叠加Q4旺季餐饮复苏、渠道补货顺畅及新品发力，业绩有望延 续好转态势。公司从"渠道驱动"转向"新品驱动"为主，形成锁鲜装、虾滑、烤肠为核心的大单品群，通 过核心单品迭代、品类结构优化突破行业内卷，提升盈利能力，同时冷冻烘焙、清真食品等战略新业务 蓄势待发。另外，公司在"BC兼顾，全渠发力"的渠道战略推动下，形成了以经销商为基本盘，特通、 商超、新零售及电商协同发展的全矩阵布局，有效分散风险并驱动增长。行业竞争趋缓，龙头优势稳 固，维持"买入"评级。 ...

晚上7点多，零度的气温里，山东石油化工学院北门的街角排起长队，队伍顺着主干道北二路拐了两三 个弯，一直延伸到几十米开外。大家排起这长长的队伍，只为买一串4元的糖葫芦。 据了解，卖糖葫芦的田大叔前阵子儿子因病去世，为给儿子治病，家里掏空了所有。儿子还留下3个年 幼的孩子，最大的7岁，最小的不到4岁，家里还有两位年迈的老人要照顾。他强忍悲痛，摆摊卖糖葫芦 养活一家老小。 附近的摊主将他的遭遇发到朋友圈，"他撑起一个家很伟大"，附近暖心的大学生和市民们得知后想帮助 大叔，自发来买糖葫芦。 山东石油化工学院的大三学生窦婧文介绍，大概四五天前，微信群和朋友圈里，一条关于北门糖葫芦大 叔的帖子被反复转发，同学们基本上都了解这个情况，"排队的人实在是太多了，就是我没有买上，我 的同学昨天排了一个半小时才买到，我感觉很好吃，很新鲜的。"学生们甚至还建立了预订群，窦婧文 入群时才有100多人，后来已经近400人。 收入增加了，田大叔却总是在说"不好受"——施助者深知生活的不易，受助者同样如此。 网友评论： 来源 | 央视新闻 北京晚报 综合新华每日电讯 极目新闻 《生活帮》 东营交通音乐广播 编辑 | 杨家瑞 田大叔介绍，他早 ...

Core Viewpoint - Guangdong Guangken Livestock Group has made a significant leap in the 2025 Guangdong Agricultural Enterprise Brand Value Top 50 list, ranking 10th with a brand value of 4.436 billion yuan, up from 24th place in 2024, showcasing its strong market presence and brand appeal [4][5][42]. Group 1 - Guangken Livestock Group is recognized as a key player in the agricultural industry, being a national key leading enterprise in agricultural industrialization and ranked among the top 500 agricultural enterprises in China [7][8]. - The company has established a comprehensive development model in the pig industry, integrating breeding, smart farming, feed research, environmental management, technology support, and terminal sales [8][9]. - Guangken Livestock Group maintains the largest breeding scale among state-owned livestock enterprises in Guangdong, supported by a stable customer base and channel barriers [14][15]. Group 2 - The company aims to achieve its "623" development goals, which include an annual output of 6 million pigs, a feed production capacity of 2 million tons, and processing 3 million pigs [16][17]. - The rise in brand value is attributed to Guangken's multi-dimensional innovation in brand building and continuous investment in technology and reform [20][21]. - Guangken has invested over 100 million yuan in research and development, resulting in 90 patents and multiple awards for innovation, reinforcing its technological edge in the industry [22][23]. Group 3 - The brand strategy includes a collaborative system of a main brand and sub-brands, enhancing the synergy between "Guangken Livestock Group" and its sub-brands like "Heijiaobao" and "Guangken Meat Products" [30][31]. - The company has developed a full-channel promotion matrix, utilizing online platforms and offline stores to reach consumers effectively [32][33]. - Guangken has implemented a digital management system that integrates with national quality tracking platforms, earning recognition for its innovative management practices [39][40].

今年九十月份以来餐饮渠道的整体表现如何？是否有具体数据可以佐证？ 以调味料和冻品为例，餐饮渠道在九十月份的表现有所复苏。具体来看，9 月 份调味料的增长约为 4%，冻品增长约为 8%。10 月份调味料增长约 7%，冻 品则在 8%到 10%之间。整体来看，这两个品类在九十月份相比去年同期都有 所增长。 十一月份的数据情况如何？ 虽然十一月份尚无财务报告，但根据库房出库数据，冻品出库量同比增长 13.3%，调味料增长 6.5%。总体来看，九月至十一月期间渠道端客户状况较 为健康，但与全年预期目标仍有差距。例如，1 至 11 月调味料的平均增幅仅为 4.9%，低于预期的 6-7%；冻品增幅也只有 9%左右，同样低于预期的 15%。 餐饮供应链渠道深度跟踪 20251209 摘要 九至十一月餐饮渠道复苏加速，主要受益于季节性节庆活动、品牌促销 以及直营模式的灵活性，但 1-11 月调味料和冻品平均增幅分别仅为 4.9%和 9%，低于全年预期。 2025 年前 11 月，安井销售额已达 10 亿多元，思念达成 8 亿左右，三 全增长仅 3%，湾仔增长 2%，央厨负增长 7%，知味香预计能完成年度 任务。安井通过新品类 ...

天眼查显示，近日，东方甄选（北京）科技有限公司发生重要工商变更，孙东旭卸任法定代表人、经理、执行董事职务，由俞敏洪接任。 | 变更记录 10 0 @ | | | | 【 数据纠错 变更项目 - 变更时间 - 可导出 2天眼查 | | --- | --- | --- | --- | --- | | 序号 变更日期 | | 变更项目 | 要更前 | 变更后 12 | | | | 经营范围变更(含业务 | 技术推广:医护人员防护用品生产 (类医疗器械):企业形象策 | 一般项目;技术服务、技术开发、技术咨询、技术交流、技术转让、 一般项目:技术服务、技术开发、技术咨询、技术交流、技术转让. 技术推广;医护人员防护用品生产(l类医疗器械);企业形象策 | | | 2025-11-27 | | 划;广告制作;广告设计、代理:会议及展览服务;食用农产品批 | 划;广告制作;广告设计、代理;会议及展览服务;食用农产品批 | | | | 范围变更) | | 发;食用农产品零售;礼品花卉销售;畜牧渔业饲料销售;日用品销 发;食用农产品零售;礼品花卉销售;畜牧渔业饲料销售;日用品销 | | | | | | 雪:日用品批发:化妆品 ...

Core Viewpoint - The stock market of Dongfang Zhenxuan is showing signs of recovery after the internal letter incident involving Yu Minhong, with the latest market value reaching 21.708 billion HKD, compared to 21.308 billion HKD before the incident. However, the company faces significant challenges due to declining revenue and the departure of key personnel, raising questions about its future growth potential [1][2][4]. Group 1: Stock Market and Financial Performance - The market value of Dongfang Zhenxuan dropped nearly 1.7 billion HKD following the internal letter incident, but has since recovered slightly [1]. - The company experienced a significant decline in total revenue, with a 32.7% drop and a 97.5% decrease in net profit for the 2025 fiscal year [1][4]. - Compared to its peak market value of 74.21 billion HKD, Dongfang Zhenxuan has lost 54.21 billion HKD in market capitalization over the past three years [1]. Group 2: Key Personnel Changes - The departure of co-founder and former CEO Sun Dongxu was announced on November 6, leading to a more than 6% drop in stock price on the first trading day after the news [2]. - The company has lost two major figures, Dong Yuhui and Sun Dongxu, within two years, raising concerns about its ability to maintain strong sales without prominent streamers [2][3]. Group 3: Sales and Product Strategy - Dongfang Zhenxuan's self-operated products have become a significant growth driver, with over 732 self-operated products launched, contributing to 43.8% of total GMV in the 2025 fiscal year [5][6]. - The company has seen a decline in sales performance, with total GMV for self-operated products at 8.7 billion RMB, down 39% year-on-year [6][10]. - The company aims to develop a membership store model similar to Sam's Club, but currently faces challenges in membership revenue and retention rates compared to established competitors [10][11]. Group 4: Market Position and Competition - Dongfang Zhenxuan's reliance on a single platform, primarily Douyin, has led to a significant drop in order volume, with a noticeable decline in orders from 50.1 million to 41.5 million between the first and second halves of the 2025 fiscal year [9][10]. - The company is exploring multi-channel strategies, including launching its own app and expanding into offline channels, but still heavily depends on Douyin for sales [9][10].

Core Viewpoint - Spring Snow Food Group Co., Ltd. has received government subsidies totaling 3.79 million yuan, which accounts for 46.42% of the company's audited net profit attributable to shareholders for the most recent fiscal year [1][3]. Group 1: Government Subsidies and Support - The recent subsidy follows a previous amount of 1.3753 million yuan received on September 29, highlighting the local government's commitment to supporting enterprise development through financial incentives [1][3]. - The subsidies are part of Yantai's "Doubling Plan" aimed at fostering advanced manufacturing enterprises, with a total of 210 million yuan distributed to 83 companies during a recent conference [3][6]. Group 2: Business Performance and Financials - In 2024, the company reported revenue of 2.514 billion yuan, a decrease of 10.08% from the previous year, but achieved a net profit of 8.165 million yuan, marking a turnaround from a loss of 34.686 million yuan in 2023 [5][7]. - For the first three quarters of the year, the company achieved revenue of 1.912 billion yuan, a year-on-year increase of 5.95%, with net profit soaring by 1320.44% to 33.87 million yuan [7][8]. Group 3: Strategic Development Plans - The company is focusing on a "three-year doubling plan" with goals to achieve 10 billion yuan in revenue and a market capitalization of 20 billion yuan by 2030, leveraging its status as a key enterprise in Yantai's development strategy [3][4]. - Spring Snow Food is diversifying its product offerings beyond chicken, entering new markets such as processed seafood and sausages, with plans to establish a sausage division aiming for 30,000 tons in production and 500 million yuan in revenue within three years [7][8]. Group 4: Financial Health and Capital Structure - As of September 30, the company had 474 million yuan in cash compared to 675 million yuan in short-term borrowings, indicating a need for improved financial stability [9]. - The recent government subsidies, while not directly reflected as cash inflow, are expected to alleviate short-term financial pressures and enhance the company's capital structure [9].