锁鲜装6.0产品
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安井食品:虾滑品类已成为公司所有新品中增长最强劲大单品,表现超预期
Cai Jing Wang· 2025-12-04 11:17
12月4日,安井食品发布投资者调研记录表。当中披露,关于"除烘焙业务外,公司在品类扩张上还有哪 些其他规划?"提问,安井食品表示,公司初步筹划开拓清真食品这一广阔市场。为此,公司已收购并 计划启用"安斋"品牌,该品牌名称兼具清真属性和与"安井"的关联性。全球清真食品市场规模巨大,公 司相关产品此前在小范围试销中已获得良好市场反馈,验证了产品潜力。基于公司以往的团队经营能 力、渠道能力及新品研发能力,公司有信心能在该品类上取的较好的增长。 此外,围绕"公司后续推出的锁鲜装6.0产品与原有锁鲜装系列有哪些差异化?在锁鲜装产品上的后续规 划是什么?"问题,安井食品还称,公司锁鲜装6.0计划于今年12月推出,与原有系列相比,本次升级主 要体现在产品形态与应用场景的拓展。四款新产品中三款采用棒状或条状设计,不仅可用于传统火锅场 景,也能方便地改刀用于炒菜等多元烹饪方式,更好地满足了当下小型家庭与精致化饮食的需求,标志 着该系列从单一的火锅配料向更日常、更多元的消费场景延伸。展望后续规划,公司将继续推动锁鲜装 系列向健康化方向发展。未来的迭代版本将重点聚焦低GI、低热量等趋势。在推出节奏上,公司采取 审慎策略。今年底推出 ...
安井食品(603345):H股定价60港元对标A股折价30%发售 国际化战略迈出关键一步
Xin Lang Cai Jing· 2025-07-02 08:40
Group 1 - The core point of the news is that Anjuke Foods has announced the final offering price for its overseas H-share listing, set at HKD 60 per share, which corresponds to RMB 54.76, representing a discount of approximately 30% compared to the A-share closing price of RMB 78.74 on July 1 [1] - The total number of shares to be issued is 39,994,700, with a dilution ratio of about 13.65%. The market capitalization of A-shares is RMB 231 billion, corresponding to a 16.5x PE for 2025, while the H-share PE is approximately 11.5x [1] - The funds raised from the H-share issuance will be used for global sales network construction, supply chain system development, industrial investment and acquisitions, product development, technological upgrades, and working capital supplementation [1] Group 2 - The company is focusing on upgrading its C-end offerings and differentiating its products by embracing new retail channels and driving innovation in product development [2] - New product launches include four single and combination products for grilled sausages, six new specialty products for dough, and an upgraded "live fish fresh fish ball" for hot pot ingredients, aimed at attracting younger consumers [2] - The company has signed a share acquisition agreement with Dingwei Thai, marking a transition from being a frozen food leader to providing comprehensive dining solutions, while also accelerating international and overseas channel expansion [2]