变更募投资金的背后，是安井食品乃至整个冻品行业面临增长难题、急需寻找新的业绩增长点，押注冷冻烘焙是一个好的选择吗？ 变更资金用途 日前，冻品行业"一哥"安井食品发布了一则"变更非公开发行股票部分募投项目的公告"，计划将原规划用于四个速冻食品项目升级和扩建的部分资金，变 更到新烘焙项目的建设上。 未来，新项目能否取得预想中的收益暂未可知，但从安井食品变更募投项目背后的逻辑来看，传统速冻食品确实面临着较大的增长压力。 对于变更募投项目的具体原因，安井在公告中表示，原募投项目是公司基于当时速冻食品行业持续增长的态势、巩固市场主导地位的战略需求以及优化全 国"销地产"产能布局的考量而审慎制定的，旨在抓住速冻食品行业的增长机遇。但项目在推进过程中，宏观经济环境、产业政策以及消费市场均发生了变 化。与此同时，消费端的需求结构也在升级调整，消费者对健康、营养、便捷及多元化品类的追求日益凸显。 这些外部环境的变迁，改变了原募投项目所依赖的市场基础和行业情况。基于此，为了提高募集资金使用效率，安井拟进行本次变更，以拓展公司在在冷 冻烘焙领域的业务布局，为公司培育新的利润增长点。 具体来看，四个原项目分别为四川安井技术升级改造项 ...

Group 1 - The company, Anjii Food Group Co., Ltd., has reduced the registered capital of its subsidiary, Honghu Anjii Food Co., Ltd., from RMB 670 million to RMB 520 million, a total reduction of RMB 150 million [2] - The capital reduction only affects the unpaid registered capital portion, and the shareholding ratio of all shareholders remains unchanged [2] - The capital reduction does not constitute a related party transaction or a major asset restructuring, and it falls within the approval authority of the company's chairman, thus does not require board or shareholder approval [2] Group 2 - Honghu Anjii Food Co., Ltd. was established on March 15, 2022, with a registered capital of RMB 520 million and is located in Hubei Province [3] - The company operates in food production, sales, and related activities, with a focus on pre-prepared dishes as part of its investment project [3] - The capital reduction will not affect the existing asset status or normal operations of Honghu Anjii, nor will it impact the company's consolidated financial statements or current profits significantly [4]

格隆汇8月19日丨广州酒家(603043.SH)在互动平台表示，公司主营业务为食品制造及餐饮服务，其中食 品制造的产品有月饼系列产品、速冻食品、预制菜肴、广式腊肠腊味等产品，尚未生产酒类产品。 ...

2025年7月30日至8月1日，山东惠发食品股份有限公司（以下简称"惠发食品"）在吉隆坡会议中心举行 的第24届马来西亚国际食品和饮料贸易展览会（MIFB）上大放异彩。 东南亚市场作为全球食品行业增长的新引擎，正展现出巨大的发展潜力。惠发食品敏锐把握这一战略机 遇，通过MIFB这一国际化平台，不仅与马来西亚、新加坡、泰国等地的优质渠道商建立了深度联系， 更深入了解了区域市场的消费趋势和竞争格局。这种市场洞察将为企业后续的产品研发和市场策略提供 宝贵参考。展会期间，惠发食品团队还与还与当地经销商、连锁餐饮企业等建立了深度联系，为后续市 场拓展奠定了坚实基础。 作为东南亚地区具有行业影响力的盛会，MIFB以其23年的成功举办历史，成为连接全球食品饮料行业 的重要枢纽。在这个汇聚国际目光的舞台上，惠发食品以创新产品和品牌实力向来自世界各地的专业观 众展示了企业的蓬勃活力。 据悉，惠发食品将继续深化全球布局，通过持续创新和渠道优化，将更多优质产品带给全球消费者，同 时也将中国美食文化传播到世界各地。这种双向的文化交流和商业合作，不仅有助于提升企业竞争力， 更为中国食品产业的全球化发展提供了可借鉴的实践路径。 此次马来 ...

Core Viewpoint - Sanquan Foods plans to invest AUD 280 million to establish a production base in Australia, marking its first overseas investment to expand its international market presence and enhance competitiveness in response to increasing domestic and international competition [4][5][7]. Investment Details - The investment will be used for setting up and operating overseas companies, purchasing fixed assets, infrastructure renovation, marketing system development, and working capital [4]. - The overseas factory will focus on frozen food production, and the project has not yet commenced operations [5]. Market Context - The international Chinese cuisine market is projected to exceed USD 260 billion by 2024, with a compound annual growth rate (CAGR) of 12%, indicating significant growth potential [7]. - Sanquan Foods aims to leverage the high consumption capacity and lower competition in the Australian market to expand into New Zealand and Southeast Asia [7][8]. Financial Performance - Sanquan Foods has experienced a decline in revenue and net profit for two consecutive years, with revenues of CNY 7.056 billion and CNY 6.632 billion for 2023 and 2024, respectively, reflecting year-on-year decreases of 5.09% and 6.00% [12]. - The company reported a net profit of CNY 749 million and CNY 542 million for the same years, with declines of 6.55% and 27.64% [12]. Strategic Goals - The overseas investment is seen as a strategic move to enhance the company's market competitiveness and create a new growth engine amid increasing domestic competition [9][12]. - Sanquan Foods is also entering the prepared food sector, with plans to launch more products in this category, responding to the growing market for prepared dishes in China [11].

Fundraising Overview - The company raised a total of 5,674,555,941.76 CNY through a non-public offering of 48,884,872 shares at a price of 116.08 CNY per share, with a net amount of 5,634,574,077.18 CNY after deducting issuance costs [1][2] Fund Management - The company has established a three-party supervision agreement for the management of the raised funds, ensuring compliance with relevant regulations and protecting investor rights [2][3] Account Status - As of the announcement date, several fundraising special accounts are still active, while some accounts have been closed, including those at China Bank and China Minsheng Bank [3][4] Fund Utilization and Efficiency - The company has effectively managed idle funds to generate investment income and interest, while maintaining project quality and controlling costs [5][6] Account Closure - The company has completed the closure of specific fundraising accounts and transferred the remaining balance of 212,920.93 CNY to another account for ongoing projects [6][7]