11月12日，安井食品涨超8%，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。
安井食品近期披露的三季报显示，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。
值得一提的是，近期大消费关注度持续升温。华鑫证券指出，10月食品价格修复带动CPI降幅收窄，餐饮供应链行业出清触底，重点标的引领改善。行业历经近2年调整后，企业端业绩于2025年三季度呈现企稳态势，企业积极通过产品创新、渠道开拓、策略调整等方式复用自有优势，开启差异化竞争，在品牌、客户优势托底下转型成效释放良好。该行建议关注安井食品(渠道驱动转向产品驱动，锁鲜装毛利率稳定持续验证品牌效应等。
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