安井食品（02648）今日盘中大涨5.08%，截至13:00报64.95港元，成交额超5000万港元。分析认为，公司股价上涨主要受以下因素推动：
首先，安井食品近期发布的2025年第三季度业绩表现亮眼。据光大证券报告，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%。尽管原材料成本上涨，但公司通过调整产品结构，毛利率仍基本保持稳定。
其次，公司积极拓展渠道策略获得市场认可。光大证券指出，安井食品今年强调全面拥抱商超定制化趋势，商超大客户拓展稳步推进。此外，特通客户、盒马等新零售渠道亦有明显增量，显示公司渠道多元化战略初见成效。同时，数据显示港股通持股占比小幅上升，反映内地投资者对公司前景持积极态度。这些因素共同推动了安井食品股价的上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.