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安井食品

70.350

+0.8501.22%

成交量：75.11万

成交额：5,271.52万

市值：234.27亿

市盈率：13.85

高：71.900

开：70.400

低：68.500

收：69.500

52周最高：86.350

52周最低：55.509

股本：3.33亿

香港流通股本：3,999.47万

量比：2.05

换手率：1.88%

股息：1.56

股息率：2.22%

每股收益(LYR):5.080

净资产收益率：9.80%

总资产收益率：5.69%

市净率：1.36

市盈率(LYR):13.85

市销率: 1.34

数据加载中...

总览公司新闻资讯公告

【机构调研记录】广发基金调研华锐精密、安井食品等3只个股（附名单）

安井食品：2月27日投资者关系活动记录，Pinpoint、国泰基金等多家机构参与

《大行》高盛：内地必需品春节需求超预期关注成本波动偏好调味品预制菜板块如海天(03288.HK)安井(02648.HK)等

阿斯达克财经

安井食品1.2亿加码河南：强化产能布局，能否激活业绩增长新引擎？

ITBEAR科技资讯

“豫商”1.2亿增资老家项目！300亿安井食品决战河南速冻腹地

每日卖空追踪 | 安井食品 03月11日卖空量成交3300股，卖空比例为0.87%

东兴证券：对标日本经验把握速冻行业新周期下投资机遇

安井食品03月10日主力净流入3.2万元散户资金抛售

上市公司安井食品，有最新变化

关注 | 团餐市场向品质化、健康化升级，冻品企业如何抓住机会做增量？

食品饮料行业周度更新：餐饮需求回暖调味品格局良性奠定改善契机

【招商食品|最新】食品饮料行业周报暨春季策略会反馈：首推餐饮链改善，白酒重回底部买点

招商证券食品饮料

安井食品(02648)拟向河南子公司增资1.2亿元

安井食品集团2026年2月证券变动：H股与A股结构稳定，期权计划有少量失效

中访网数据

安井食品（02648）2月股份变动月报表，股本维持稳定

安井食品03月05日主力净流出166.0万元散户资金买入

安井食品：公司始终重视市值管理工作和全体股东利益

食品饮料行业周报：餐饮消费回暖，需求韧性凸显

每日卖空追踪 | 安井食品 03月03日卖空量成交100股，卖空比例为0.01%

【券商聚焦】海通国际：中国必需消费2月需求回暖餐饮及供应链复苏显著

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03:30","pubTimestamp":1773257431,"startTime":"0","endTime":"0","summary":"速冻食品行业龙头企业安井食品近日宣布，将向全资子公司河南安井增资1.2亿元，用于推进河南三期年产14万吨速冻食品扩建项目。河南作为国内速冻食品产业的核心区域，聚集了三全食品、思念食品等多家知名企业，安井食品此次加码产能，被视为深化全国市场布局的重要举措。尽管资金状况良好，安井食品近年业绩增长却显乏力。2025年前三季度，公司营收约113.71亿元，同比增长2.66%；归母净利润约9.49亿元，同比减少9.35%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312041439a6b8d67d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312041439a6b8d67d&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1237","02648"],"gpt_icon":0},{"id":"2618462809","title":"“豫商”1.2亿增资老家项目！300亿安井食品决战河南速冻腹地","url":"https://stock-news.laohu8.com/highlight/detail?id=2618462809","media":"市场资讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618462809?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 18:40","pubTimestamp":1773225600,"startTime":"0","endTime":"0","summary":"　　来源 | 野马财经。　　这个豫商投资老家来硬的！　　安井食品方面表示，本次增资属既定募投项目的资金落实，并非新增投资，资金主要用于项目建设。　　安井食品2024年年报显示，将河南三期年产14万吨速冻食品扩建项目的建设期限延长至2028年5月。　　此次增资1.2亿背后，可见安井食品“存钱罐”比较丰满。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/s/2026-03-11/doc-inhqrmmh5481965.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1237","BK0201","LU1997245177.USD","BK0238","LU1997245094.SGD","02648","603345"],"gpt_icon":0},{"id":"2618792609","title":"每日卖空追踪 | 安井食品 03月11日卖空量成交3300股，卖空比例为0.87%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618792609","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618792609?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 16:30","pubTimestamp":1773217833,"startTime":"0","endTime":"0","summary":"安井食品北京时间03月11日，涨0.06%，卖空量成交3300股，较上一交易日减少87.36%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311163440a460b744&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311163440a460b744&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02648","BK1237"],"gpt_icon":0},{"id":"2618199611","title":"东兴证券：对标日本经验 把握速冻行业新周期下投资机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2618199611","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618199611?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 09:38","pubTimestamp":1773193132,"startTime":"0","endTime":"0","summary":"对标日本经验，中国冷冻食品行业正处于从快速扩张期向结构优化期迈进的关键节点该行预测，中国冷冻食品行业将呈现以下趋势：B端预制菜渗透率将持续提升，成为行业增长的核心驱动力；C端市场将加速向高品质、健康、便捷的调理食品升级，以满足新一代消费群体的需求；行业集中度将进一步提高，龙头企业将通过规模化、品牌化和全产业链布局巩固优势；冷链物流将加速向三四线城市及县域下沉，释放广阔的市场潜力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1412447.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0276","BK0183","BK0009","601198","BK0028","BK1237","BK0012","02648"],"gpt_icon":0},{"id":"2618957105","title":"安井食品03月10日主力净流入3.2万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2618957105","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618957105?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 16:15","pubTimestamp":1773130540,"startTime":"0","endTime":"0","summary":"03月10日, 安井食品股价涨3.18%，报收77.95元，成交金额3483.2万元，换手率1.12%，振幅3.84%，量比0.60。安井食品今日主力资金净流入3.2万元，上一交易日主力净流出375.3万元。该股近5个交易日上涨0.77%，主力资金累计净流出363.0万元；近20日主力资金累计净流入3377.4万元，其中净流入天数为13日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310161815a6b4c6fb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310161815a6b4c6fb&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02648","BK1237"],"gpt_icon":0},{"id":"2618002826","title":"上市公司安井食品，有最新变化","url":"https://stock-news.laohu8.com/highlight/detail?id=2618002826","media":"投资时间","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618002826?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 11:52","pubTimestamp":1773114732,"startTime":"0","endTime":"0","summary":"旗下河南安井食品有限公司发生工商变更，注册资本增幅约13%投资时间网、标点财经快讯天眼查App显示，近日，河南安井食品有限公司发生工商变更，注册资本由9.3亿人民币增至10.5亿人民币，增幅约13%。河南安井食品有限公司成立于2018年10月，法定代表人为江猛，经营范围包括速冻食品制造、肉制品及副产品加工、水产品及制品加工等。股东信息显示，该公司由安井食品（603345.SH）全资持股。投时关键词：安井食品（603345.SH）","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310115431a6b42629&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310115431a6b42629&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1237","02648"],"gpt_icon":0},{"id":"2618098608","title":"关注 | 团餐市场向品质化、健康化升级，冻品企业如何抓住机会做增量？","url":"https://stock-news.laohu8.com/highlight/detail?id=2618098608","media":"冷冻食品","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618098608?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 07:03","pubTimestamp":1773097416,"startTime":"0","endTime":"0","summary":"安井食品提到，中国团餐市场和西式餐饮市场规模正迅速扩张，对标准化、品质化和效率化的需求显著，速冻食品行业有望受益。整体来看，团餐正逐步上升为食品企业在消费结构调整背景下的重要抓手。随着团餐消费需求向“品质化”“健康化”持续升级，“吃得放心”“吃得健康”已成为市场刚需。团餐需求的升级为冻品企业带来了挑战与机遇。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310070834a6b383cf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310070834a6b383cf&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02648","BK1237"],"gpt_icon":0},{"id":"2618600281","title":"食品饮料行业周度更新：餐饮需求回暖 调味品格局良性奠定改善契机","url":"https://stock-news.laohu8.com/highlight/detail?id=2618600281","media":"长江证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618600281?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 00:00","pubTimestamp":1773072000,"startTime":"0","endTime":"0","summary":"周度聚焦：餐饮需求回暖，调味品格局良性奠定改善契机过去3 年，调味品的整体β改善偏弱，产品、库存周期影响量价节奏。调味品一超多强的格局，竞争环境良性。行业“一超”格局稳定，在我国酱油行业中海天味业的领先优势突出，且已经从酱油龙头向平台型调味品企业转型。大众品需求边际有望回暖，春节旺季需求改善，叠加节后补库需求良性，整体有望迎来开门红。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310073633a45cae34&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310073633a45cae34&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02648","08496","CIADY","09985","BK1132","BK1237","02319","09980"],"gpt_icon":0},{"id":"2618648592","title":"【招商食品|最新】食品饮料行业周报暨春季策略会反馈：首推餐饮链改善，白酒重回底部买点","url":"https://stock-news.laohu8.com/highlight/detail?id=2618648592","media":"招商证券食品饮料","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618648592?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 10:45","pubTimestamp":1773024308,"startTime":"0","endTime":"0","summary":"首推顺周期餐饮链改善。一季报预期逐步清晰后情绪性的压制因素有望解除。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030913043897aac876&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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发布公告，基于安井食品集团股份有限公司整体发展规划和战略布局，为切实落实募集资金用途、进一步提升资金使用效率，公司决定使用非公开发行股票募集资金及自有资金，对全资子公司河南安井食品有限公司增资人民币1.2亿元。近日，上述子公司已完成工商注册登记手续，并取得归属地市场监督管理局换发的《营业执照》。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1411100.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["603345","02648","BK1237","BK0238","LU1997245177.USD","BK0201","LU1997245094.SGD"],"gpt_icon":0},{"id":"2617750851","title":"安井食品集团2026年2月证券变动：H股与A股结构稳定，期权计划有少量失效","url":"https://stock-news.laohu8.com/highlight/detail?id=2617750851","media":"中访网数据","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617750851?lang=zh_cn&edition=fundamental","pubTime":"2026-03-06 01:50","pubTimestamp":1772733000,"startTime":"0","endTime":"0","summary":"中访网数据安井食品集团股份有限公司于2026年3月5日向香港联交所提交了截至2026年2月28日的证券变动月报表。报告显示，公司法定股本及已发行股本结构在本月内保持稳定。本月内，公司根据2023年股票期权激励计划发生了少量变动。该计划于2023年10月13日经临时股东大会批准采纳，并明确在公司H股上市后不再授予新期权。目前，根据该计划可能发行或转让的A股总数为6,374,880股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260306015140a450c1ff&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:37","pubTimestamp":1772699829,"startTime":"0","endTime":"0","summary":"安井食品集团股份有限公司于2026年3月5日发布2026年2月股份变动月报表。报告期截至2026年2月28日，公司H股及A股股本结构保持稳定，具体如下：。A股本月底发行股份总数为293,294,232股，其中292,133,332股为已发行股份，1,160,900股为库存股，亦无任何新增发行或回购注销活动。公司合并口径下，本月底注册股本依然为333,288,932股，未发生增减。公司确认遵守香港联交所《上市规则》及相关法律法规，并由联席公司秘书梁晨签署本次月报表。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02648"],"gpt_icon":0},{"id":"2617508529","title":"安井食品03月05日主力净流出166.0万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2617508529","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617508529?lang=zh_cn&edition=fundamental","pubTime":"2026-03-05 16:15","pubTimestamp":1772698540,"startTime":"0","endTime":"0","summary":"03月05日, 安井食品股价跌2.95%，报收75.70元，成交金额4401.1万元，换手率1.45%，振幅5.64%，量比0.53。安井食品今日主力资金净流出166.0万元，上一交易日主力净流入268.1万元。该股近5个交易日下跌8.82%，主力资金累计净流入1046.0万元；近20日主力资金累计净流入4532.5万元，其中净流入天数为14日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305161808a6a5c6d1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:10","pubTimestamp":1772622651,"startTime":"0","endTime":"0","summary":"证券日报网讯3月4日，安井食品在互动平台回答投资者提问时表示，公司始终重视市值管理工作和全体股东利益。根据国际指数编制公司MSCI公布的2026年2月指数季度调整结果，公司港股已被纳入MSCI全球小盘股指数。根据公开信息，MSCI指数对成份股的流动性等指标设有明确要求，本次纳入亦体现了相关认可。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603043661891349.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1237","LU1997245094.SGD","LU1997245177.USD","BK0201","02648","603345","BK0238"],"gpt_icon":0},{"id":"2616920377","title":"食品饮料行业周报：餐饮消费回暖，需求韧性凸显","url":"https://stock-news.laohu8.com/highlight/detail?id=2616920377","media":"东海证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616920377?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 00:06","pubTimestamp":1772553974,"startTime":"0","endTime":"0","summary":"餐饮消费回暖，增值税发票数据显示，春节假期餐饮消费升温，餐饮收入同比增长31.2%。终端需求韧性较强。其中，预计安井食品1-2月份同比增长加速，火锅料全家福、虾滑、速冻肠等表现亮眼。零食春节表现亮眼，关注健康化消费趋势。子板块方面，上周涨跌互现，其中预加工食品涨幅较大，上涨6.73%。其中雪粹婴幼儿奶粉召回涉及中国市场。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260304000626a44763d6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260304000626a44763d6&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1132","02648","08496","BK1237"],"gpt_icon":0},{"id":"2616949377","title":"每日卖空追踪 | 安井食品 03月03日卖空量成交100股，卖空比例为0.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616949377","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616949377?lang=zh_cn&edition=fundamental","pubTime":"2026-03-03 16:30","pubTimestamp":1772526634,"startTime":"0","endTime":"0","summary":"安井食品北京时间03月03日，跌3.73%，卖空量成交100股，较上一交易日减少99.86%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303163450a445cccd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:30","pubTimestamp":1772508643,"startTime":"0","endTime":"0","summary":"金吾财讯|海通国际发布研报指，中国必需消费行业2月呈现结构性复苏，8个跟踪行业中5个实现正增长。春节假期延长及居民出行热情高涨带动餐饮及供应链需求显著恢复，速冻食品、调味品、啤酒、餐饮和软饮料行业增速提升，其中速冻食品同比增8.9%，调味品连续3个月增速回升至5.6%。软饮料面临价格竞争加剧，折扣率较2025年同期低约10pct。风险提示经济增速放缓及食品安全问题可能影响行业复苏持续性。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303114332a444af56&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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