智通财经APP获悉，安井食品(02648)盘中涨近7%，截至发稿，涨4.84%，报71.4港元，成交额4645.41万港元。
财信证券发布研报称，从速冻板块上市公司三季报的表现来看，速冻食品行业需求端仍处于筑底企稳阶段，但存量竞争下降价促销的效果逐步减弱，价格战随之趋缓，安井食品、三全食品等上市公司毛利率逐步企稳。另外，随安井食品持续推进产品、渠道结构优化，以及经营提效，公司盈利能力迎来企稳改善。
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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