安井食品(02648)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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02648 安井食品

未开盘 03-16 16:08:22

74.300

+0.950

+1.30%

最高75.250	最低72.900	成交量24.42万
今开74.600	昨收73.350	日振幅3.20%
总市值247.42亿	流通市值29.72亿	总股本3.33亿
成交额1,806万	换手率0.61%	流通股本3,999万
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

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调研纪要：公司2025年实现扭亏为盈。德邦基金成立于2012年，截至目前，资产管理规模709.18亿元，排名78/212；资产管理规模555.57亿元，排名73/212；管理公募基金数72只，排名84/212；旗下公募基金经理16人，排名87/212。旗下最近一年表现最佳的公募基金产品为德邦鑫星价值灵活配置混合A，最新单位净值为4.16，近一年增长146.16%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026031600001663.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1237","BK0238","LU1997245094.SGD","603345","688328","LU1997245177.USD","02648","BK0251","BK0201"],"gpt_icon":0},{"id":"2619100898","title":"股市必读：安井食品（603345）3月13日披露最新机构调研信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2619100898","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619100898?lang=zh_cn&edition=full","pubTime":"2026-03-16 01:51","pubTimestamp":1773597070,"startTime":"0","endTime":"0","summary":"截至2026年3月13日收盘，安井食品报收于86.79元，下跌1.14%，换手率1.3%，成交量3.8万手，成交额3.34亿元。当日关注点来自交易信息汇总：3月13日主力资金净流出1424.22万元，游资资金净流入2089.4万元。机构调研要点公司将以港股上市为契机，坚定推进国际化战略。公司将烤肠板块定位为主业的第三大板块，与火锅料制品、米面制品并列。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026031600000702.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1997245177.USD","02648","LU1997245094.SGD","BK0238","603345","BK1237","BK0201"],"gpt_icon":0},{"id":"2618180855","title":"高盛：内地必需品春节需求超预期 关注成本波动 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、伊利，因这些行业需求触底反弹、供需周期改善且短期内受PET成本普遍波动情况下，影响相对较小。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1413137.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["03288","LU0274383008.USD","BK1237","LU0082770016.USD","BK1549","00322","BK1604","01579","02648","LU0197773673.USD","BK1200","LU0762540952.USD","01768","LU1981816686.USD","LU0197773160.USD","BK1132","LU0630378429.USD","BK1589","09633","LU0831093199.SGD","LU0630378692.HKD","IE0003895053.USD","IE0034224299.USD"],"gpt_icon":0},{"id":"2618979230","title":"安井食品1.2亿加码河南：强化产能布局，能否激活业绩增长新引擎？","url":"https://stock-news.laohu8.com/highlight/detail?id=2618979230","media":"ITBEAR科技资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618979230?lang=zh_cn&edition=full","pubTime":"2026-03-12 03:30","pubTimestamp":1773257431,"startTime":"0","endTime":"0","summary":"速冻食品行业龙头企业安井食品近日宣布，将向全资子公司河南安井增资1.2亿元，用于推进河南三期年产14万吨速冻食品扩建项目。河南作为国内速冻食品产业的核心区域，聚集了三全食品、思念食品等多家知名企业，安井食品此次加码产能，被视为深化全国市场布局的重要举措。尽管资金状况良好，安井食品近年业绩增长却显乏力。2025年前三季度，公司营收约113.71亿元，同比增长2.66%；归母净利润约9.49亿元，同比减少9.35%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312041439a6b8d67d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312041439a6b8d67d&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02648","BK1237"],"gpt_icon":0},{"id":"2618462809","title":"“豫商”1.2亿增资老家项目！300亿安井食品决战河南速冻腹地","url":"https://stock-news.laohu8.com/highlight/detail?id=2618462809","media":"市场资讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618462809?lang=zh_cn&edition=full","pubTime":"2026-03-11 18:40","pubTimestamp":1773225600,"startTime":"0","endTime":"0","summary":"　　来源 | 野马财经。　　这个豫商投资老家来硬的！　　安井食品方面表示，本次增资属既定募投项目的资金落实，并非新增投资，资金主要用于项目建设。　　安井食品2024年年报显示，将河南三期年产14万吨速冻食品扩建项目的建设期限延长至2028年5月。　　此次增资1.2亿背后，可见安井食品“存钱罐”比较丰满。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/s/2026-03-11/doc-inhqrmmh5481965.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0201","603345","LU1997245094.SGD","02648","BK1237","BK0238","LU1997245177.USD"],"gpt_icon":0},{"id":"2618792609","title":"每日卖空追踪 | 安井食品 03月11日卖空量成交3300股，卖空比例为0.87%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618792609","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618792609?lang=zh_cn&edition=full","pubTime":"2026-03-11 16:30","pubTimestamp":1773217833,"startTime":"0","endTime":"0","summary":"安井食品北京时间03月11日，涨0.06%，卖空量成交3300股，较上一交易日减少87.36%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311163440a460b744&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311163440a460b744&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02648","BK1237"],"gpt_icon":0},{"id":"2618199611","title":"东兴证券：对标日本经验 把握速冻行业新周期下投资机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2618199611","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618199611?lang=zh_cn&edition=full","pubTime":"2026-03-11 09:38","pubTimestamp":1773193132,"startTime":"0","endTime":"0","summary":"对标日本经验，中国冷冻食品行业正处于从快速扩张期向结构优化期迈进的关键节点该行预测，中国冷冻食品行业将呈现以下趋势：B端预制菜渗透率将持续提升，成为行业增长的核心驱动力；C端市场将加速向高品质、健康、便捷的调理食品升级，以满足新一代消费群体的需求；行业集中度将进一步提高，龙头企业将通过规模化、品牌化和全产业链布局巩固优势；冷链物流将加速向三四线城市及县域下沉，释放广阔的市场潜力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1412447.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0028","601198","BK0012","BK0009","BK0276","BK1237","BK0183","02648"],"gpt_icon":0},{"id":"2618957105","title":"安井食品03月10日主力净流入3.2万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2618957105","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618957105?lang=zh_cn&edition=full","pubTime":"2026-03-10 16:15","pubTimestamp":1773130540,"startTime":"0","endTime":"0","summary":"03月10日, 安井食品股价涨3.18%，报收77.95元，成交金额3483.2万元，换手率1.12%，振幅3.84%，量比0.60。安井食品今日主力资金净流入3.2万元，上一交易日主力净流出375.3万元。该股近5个交易日上涨0.77%，主力资金累计净流出363.0万元；近20日主力资金累计净流入3377.4万元，其中净流入天数为13日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310161815a6b4c6fb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:52","pubTimestamp":1773114732,"startTime":"0","endTime":"0","summary":"旗下河南安井食品有限公司发生工商变更，注册资本增幅约13%投资时间网、标点财经快讯天眼查App显示，近日，河南安井食品有限公司发生工商变更，注册资本由9.3亿人民币增至10.5亿人民币，增幅约13%。河南安井食品有限公司成立于2018年10月，法定代表人为江猛，经营范围包括速冻食品制造、肉制品及副产品加工、水产品及制品加工等。股东信息显示，该公司由安井食品（603345.SH）全资持股。投时关键词：安井食品（603345.SH）","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310115431a6b42629&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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07:03","pubTimestamp":1773097416,"startTime":"0","endTime":"0","summary":"安井食品提到，中国团餐市场和西式餐饮市场规模正迅速扩张，对标准化、品质化和效率化的需求显著，速冻食品行业有望受益。整体来看，团餐正逐步上升为食品企业在消费结构调整背景下的重要抓手。随着团餐消费需求向“品质化”“健康化”持续升级，“吃得放心”“吃得健康”已成为市场刚需。团餐需求的升级为冻品企业带来了挑战与机遇。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310070834a6b383cf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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年，调味品的整体β改善偏弱，产品、库存周期影响量价节奏。调味品一超多强的格局，竞争环境良性。行业“一超”格局稳定，在我国酱油行业中海天味业的领先优势突出，且已经从酱油龙头向平台型调味品企业转型。大众品需求边际有望回暖，春节旺季需求改善，叠加节后补库需求良性，整体有望迎来开门红。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310073633a45cae34&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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01:47","pubTimestamp":1772905632,"startTime":"0","endTime":"0","summary":"截至2026年3月6日收盘，安井食品报收于92.13元，较上周的95.91元下跌3.94%。本周，安井食品3月2日盘中最高价报97.5元，股价触及近一年最高点。本周关注点公司公告汇总：安井食品对全资子公司河南安井增资1.2亿元，用于募投项目实施。安井食品集团股份有限公司使用非公开发行股票募集资金及自有资金，对全资子公司河南安井食品有限公司增资人民币12,000万元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026030800000380.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["603345","LU1997245177.USD","LU1997245094.SGD","BK0238","BK1237","BK0201","02648"],"gpt_icon":0},{"id":"2617684600","title":"安井食品(02648)拟向河南子公司增资1.2亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2617684600","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617684600?lang=zh_cn&edition=full","pubTime":"2026-03-06 19:06","pubTimestamp":1772795168,"startTime":"0","endTime":"0","summary":"智通财经APP讯，安井食品 发布公告，基于安井食品集团股份有限公司整体发展规划和战略布局，为切实落实募集资金用途、进一步提升资金使用效率，公司决定使用非公开发行股票募集资金及自有资金，对全资子公司河南安井食品有限公司增资人民币1.2亿元。近日，上述子公司已完成工商注册登记手续，并取得归属地市场监督管理局换发的《营业执照》。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1411100.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["603345","02648","BK1237","BK0238","LU1997245177.USD","BK0201","LU1997245094.SGD"],"gpt_icon":0},{"id":"2617259455","title":"安井食品（603345）披露截至2026年2月28日证券变动月报表，3月5日股价下跌0.84%","url":"https://stock-news.laohu8.com/highlight/detail?id=2617259455","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617259455?lang=zh_cn&edition=full","pubTime":"2026-03-05 22:28","pubTimestamp":1772720899,"startTime":"0","endTime":"0","summary":"截至2026年3月5日收盘，安井食品报收于91.8元，较前一交易日下跌0.84%，最新总市值为305.96亿元。该股当日开盘93.0元，最高93.36元，最低91.3元，成交额达2.52亿元，换手率为0.93%。近日，安井食品集团股份有限公司披露《截至2026年2月28日止之股份发行人的证券变动月报表》。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026030500039546.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0238","BK0201","BK1237","02648","603345","LU1997245094.SGD","LU1997245177.USD","161027"],"gpt_icon":0},{"id":"1118045738","title":"安井食品（02648）2月股份变动月报表，股本维持稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=1118045738","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1118045738?lang=zh_cn&edition=full","pubTime":"2026-03-05 16:37","pubTimestamp":1772699829,"startTime":"0","endTime":"0","summary":"安井食品集团股份有限公司于2026年3月5日发布2026年2月股份变动月报表。报告期截至2026年2月28日，公司H股及A股股本结构保持稳定，具体如下：。A股本月底发行股份总数为293,294,232股，其中292,133,332股为已发行股份，1,160,900股为库存股，亦无任何新增发行或回购注销活动。公司合并口径下，本月底注册股本依然为333,288,932股，未发生增减。公司确认遵守香港联交所《上市规则》及相关法律法规，并由联席公司秘书梁晨签署本次月报表。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02648"],"gpt_icon":0},{"id":"2616531225","title":"安井食品：公司始终重视市值管理工作和全体股东利益","url":"https://stock-news.laohu8.com/highlight/detail?id=2616531225","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616531225?lang=zh_cn&edition=full","pubTime":"2026-03-04 19:10","pubTimestamp":1772622651,"startTime":"0","endTime":"0","summary":"证券日报网讯3月4日，安井食品在互动平台回答投资者提问时表示，公司始终重视市值管理工作和全体股东利益。根据国际指数编制公司MSCI公布的2026年2月指数季度调整结果，公司港股已被纳入MSCI全球小盘股指数。根据公开信息，MSCI指数对成份股的流动性等指标设有明确要求，本次纳入亦体现了相关认可。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603043661891349.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0201","603345","BK1237","BK0238","LU1997245094.SGD","02648","LU1997245177.USD"],"gpt_icon":0},{"id":"2616949377","title":"每日卖空追踪 | 安井食品 03月03日卖空量成交100股，卖空比例为0.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616949377","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616949377?lang=zh_cn&edition=full","pubTime":"2026-03-03 16:30","pubTimestamp":1772526634,"startTime":"0","endTime":"0","summary":"安井食品北京时间03月03日，跌3.73%，卖空量成交100股，较上一交易日减少99.86%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303163450a445cccd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:30","pubTimestamp":1772508643,"startTime":"0","endTime":"0","summary":"金吾财讯|海通国际发布研报指，中国必需消费行业2月呈现结构性复苏，8个跟踪行业中5个实现正增长。春节假期延长及居民出行热情高涨带动餐饮及供应链需求显著恢复，速冻食品、调味品、啤酒、餐饮和软饮料行业增速提升，其中速冻食品同比增8.9%，调味品连续3个月增速回升至5.6%。软饮料面临价格竞争加剧，折扣率较2025年同期低约10pct。风险提示经济增速放缓及食品安全问题可能影响行业复苏持续性。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303114332a444af56&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303114332a444af56&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02648","BK1132","BK1237","08496"],"gpt_icon":0},{"id":"2616804036","title":"食品饮料行业周报：节后茅台批价保持坚挺继续看好白酒及餐饮链头部标的","url":"https://stock-news.laohu8.com/highlight/detail?id=2616804036","media":"上海申银万国证...","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616804036?lang=zh_cn&edition=full","pubTime":"2026-03-01 21:11","pubTimestamp":1772370710,"startTime":"0","endTime":"0","summary":"投资分析意见：我们看好食品饮料板块2026 年投资机会，核心方向是顺周期的白酒和餐饮供应链，核心指标看CPI。白酒板块维持判断，春节白酒行业整体好于预期，我们认为茅台价格一季度筑底，行业迎本轮周期拐点，春节后茅台批价将保持坚挺。白酒板块：3 月1 日茅台批价散瓶1650 元，整箱批价1680 元，春节以后茅台批价保持坚挺，正验证我们的判断，主因茅台全面向C，供需适配。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260301211157a72daa19&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1772094633,"startTime":"0","endTime":"0","summary":"安井食品北京时间02月26日，涨3.28%，卖空量成交1500股，较上一交易日减少78.57%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226163508a4cab64d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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