ANJOY FOOD (02648) witnessed a significant surge of 5.08% in Monday's trading session, building on its strong performance earlier in the day. The stock's upward momentum can be attributed to the company's recently released impressive financial results for the third quarter of 2025 and positive analyst commentary.

According to Everbright Securities' analysis, ANJOY FOOD demonstrated robust growth in Q3, with total revenue reaching RMB 3.77 billion, marking a 6.61% year-on-year increase. The company's net profit attributable to shareholders rose by 11.8% to RMB 273 million, while non-GAAP net profit saw an even more substantial growth of 15.27%, totaling RMB 264 million. Despite rising procurement costs for key ingredients like crayfish and fresh fish, the company managed to maintain a stable gross margin of 19.99% year-on-year, partly due to a reduced sales proportion of low-margin crayfish products.

Investors were particularly encouraged by ANJOY FOOD's strategic channel expansion and product diversification efforts. The company reported significant revenue growth in special direct sales (68.1% YoY), supermarkets (28.1% YoY), and new retail/e-commerce channels (38.1% YoY). This growth offset the flat performance in traditional dealer revenue, showcasing the company's successful adaptation to changing market dynamics. ANJOY FOOD's proactive approach in embracing supermarket customization trends and expanding its presence in major supermarket chains has been well-received by the market. Additionally, the company's focus on new product-driven upgrades and its ability to navigate easing industry price competition have contributed to its recovering profitability, further boosting investor confidence.