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安井食品

68.400

-3.100-4.34%

成交量：128.35万

成交额：8,937.84万

市值：227.77亿

市盈率：12.30

高：72.900

开：71.500

低：68.000

收：71.500

52周最高：73.500

52周最低：55.509

股本：3.33亿

香港流通股本：3,999.47万

量比：1.14

换手率：3.21%

股息：1.56

股息率：2.29%

每股收益(LYR):5.560

净资产收益率：9.80%

总资产收益率：5.69%

市净率：1.38

市盈率(LYR):12.30

市销率: 1.35

数据加载中...

总览公司新闻资讯公告

业务有刷子，减持有法子：安井食品的AB面

正干金融控股盘中异动早盘股价大跌5.00%

智通港股通占比异动统计|11月13日

安井食品（2648）2025年第一次临时股东大会将于11月28日召开

25Q3业绩总结专题报告（酒类）：白酒供给加速出清，啤酒盈利持续改善

时间的钟摆又一次指向了消费股

A股“一哥”，3万亿元！这些板块逆势走强

股息率超3%，ROE超10% 社保险资共同重仓11只低位优质股

安井食品股价再刷上市以来新高！三季度主业营收稳健，机构看好旺季持续改善

老虎资讯综合

港股异动 | 安井食品(02648)涨超8%再创新高 3季度主业营收稳健机构看好旺季持续改善

智通港股通占比异动统计|11月12日

食品饮料行业25Q3业绩总结专题报告（非酒类）：增速环比放缓，但恢复趋势不变

兴业证券：食品饮料三季报白酒降速出清大众品需求疲软

智通港股通占比异动统计|11月11日

安井食品：第五届董事会第二十四次会议审议并通过取消监事会及修订多项公司制度

港股异动 | 安井食品(02648)涨超5% 股价创上市新高机构看好公司业绩逐季改善

食品饮料行业事件点评报告：10月CPI同比环比双转正消费整体企稳信号明确

嘉世咨询-2025速冻食品行业现状与发展趋势报告-251108

【中原食品饮料】食品饮料行业10月月报：个股表现好于板块整体，关注新消费

中原证券研究所

2025Q3餐饮行业季度观察

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14:58","pubTimestamp":1762757902,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，安井食品(02648)涨超5%，高见69.05港元创上市新高。截至发稿，涨5.32%，报68.25港元，成交额7581.92万港元。消息面上，安井食品三季报显示，公司前三季度取得营业收入113.71亿元，同比增长2.66%；归母净利润9.49亿元。单季度来看，公司第三季度实现收入37.66亿元，同比增加6.61%，归母净利2.73亿元，同比增加11.8%。中银国际指出，3季度公司主业营收稳健，新渠道表现亮眼。公司以产品创新驱动增长，顺应渠道变革及消费者需求，进行内部调改。下半年旺季催化下，公司业绩有望逐季改善。","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/1367173.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0238","BK1237","LU1997245094.SGD","BK0201","603345","02648","LU1997245177.USD"],"gpt_icon":0},{"id":"2582877267","title":"食品饮料行业事件点评报告：10月CPI同比环比双转正 消费整体企稳信号明确","url":"https://stock-news.laohu8.com/highlight/detail?id=2582877267","media":"方正证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582877267?lang=zh_cn&edition=fundamental","pubTime":"2025-11-10 00:00","pubTimestamp":1762704000,"startTime":"0","endTime":"0","summary":"事件：统计局数据显示，10 月份，扩内需等政策措施持续显效，叠加国庆、中秋长假带动，居民消费价格指数环比上涨0.2%，同比上涨0.2%，扣除食品和能源价格的核心CPI 同比上涨1.2%，涨幅连续第6 个月扩大。10 月份CPI 数据传递出积极信号，消费市场呈现企稳回升态势。cpi 企稳回升后，对板块ASP 提升及消费升级的带动作用或逐步体现，板块弹性有望显现。保健品及食品添加剂：赛道持续变化，关注具有核心竞争力的相关标的。","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=nesSN20251110191919a6ef6348&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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13:04","pubTimestamp":1762578240,"startTime":"0","endTime":"0","summary":"本报告旨在深入剖析中国速冻食品行业的现状、竞争格局、产业链结构及未来发展趋势。我们估算，中国速冻食品市场的总体规模在2024年已逼近6000亿元人民币大关，并预计未来五年将以8%-10%的复合年增长率继续扩张。三全食品和思念食品则在C端米面市场占据传统优势，并积极向B端及预制菜领域拓展。一方面，冷链物流成本高企且发展不均、C端消费者对速冻食品“不健康”的刻板印象、以及产品同质化与价格战，仍是制约行业发展的关键瓶颈。","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=nesSN20251108142652a6ea754d&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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07:30","pubTimestamp":1762558257,"startTime":"0","endTime":"0","summary":"上涨个股主要集中在零食、乳品、保健品和软饮料板块。其中，软饮料和熟食的表现回落，白酒、啤酒、调味品仍延续下跌趋势。其中，食品饮料是唯一下跌的一级行业，市场表现位于全行业倒数第一，亦位于消费行业中的末位。截至10月31日，在31个一级行业中，食品饮料板块的估值低于20个行业，高于10个行业，在一级行业估值排名中位居后位。","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=nesSN20251108073239a4915fc6&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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17:56","pubTimestamp":1762509373,"startTime":"0","endTime":"0","summary":"国家统计局数据显示，2025年7月至9月，全国社会消费品零售总额同比增速由3.7%降为3.0%。2025年第三季度全国餐饮行业景气的大幅上升与7月、8月的暑假以及毕业季聚餐出游有关，长假期促使家庭出游与外出就餐，毕业季带来聚会聚餐，都造就了行业的景气度有所回升。从主要餐饮细分赛道来看，2025年第一季度至第三季度期间，西餐和现制饮品赛道的人均消费出现微降趋势，西餐赛道从80.3元降至78.6元，现制饮品赛道从19.1元降至18.4元。","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=nesSN20251107180235a48fed67&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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