11月3日，港股市场上，安井食品（02648.HK）表现亮眼，盘中大涨5.08%。截至发稿，该股报64.65港元，成交额4861.63万港元。
消息面上，安井食品近期公布的2025年第三季度业绩表现突出。据报道，公司第三季度实现营收37.66亿元，同比增长6.61%；归母净利润2.73亿元，同比增长11.8%；扣非归母净利润2.64亿元，同比增长15.27%。值得注意的是，尽管原材料成本有所上涨，公司第三季度销售毛利率仍维持在19.99%的水平，与去年同期基本持平。
此外，安井食品在渠道拓展方面也取得了显著进展。公司今年重点拥抱商超定制化趋势，商超大客户拓展稳步推进。第三季度商超渠道收入同比增长28.1%，特通客户和新零售渠道如盒马等也呈现明显增量。分析认为，公司在产品端和渠道端的积极变革，有望持续推动其业绩增长。与此同时，港股通数据显示，安井食品的港股通持股占比增加0.28%，达到28.11%，反映出南向资金对公司前景的看好。
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