智通财经APP获悉，安井食品(02648)尾盘涨近5%，截至发稿，涨4.81%，报70.75港元，成交额4266.93万港元。
消息面上，安井食品此前发布业绩，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。中银国际指出，三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。
华创证券则表示，近期跟踪到在10-11月在高基数背景下，渠道数据保持良性较快增长，动销延续Q3以来逐月改善趋势，主要系一是今年Q3无经销商大会促销，渠道库存水平不算高；二是新品贡献，安井受益小品牌退出，终端动销出现明显增长，部分产品出现断货；三是天气转冷旺季来临，催化速冻食品需求。而考虑今年天气偏冷、且公司新品放量，当前销售情况向好，后续旺季春节存在进一步加速可能。
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