A股異動 | 絕味食品盤中漲8% 擬募資購買設備改善產能 券商唱好
格隆匯9月27日丨絕味食品(603517.SH)盤中大漲8.6%,報66.77元,總市值410元。絕味食品在9月25日對投資者問答中表示,公司通過募投項目購入先進生產設備,非公開發行的募集資金將用於廣東阿華食品年產6.57萬噸、江蘇阿惠食品年產3萬噸、廣西阿秀食品年產2.5萬噸、盤山阿妙食品年產1.3萬噸、湖南阿瑞食品年產1萬噸及四川阿寧食品年產1.63萬噸的滷製肉製品及副產品加工建設項目,項目建成以後將有效提升絕味食品自動化生產水平,緩解產能瓶頸問題。公司表示,未來策略將從“跑馬圈地,飽和開店”升級為“深度覆蓋,渠道精耕”,通過複合式飽和開店,提升市佔率。國金證券23日發研報稱,滷味賽道多矩陣佈局初步成型,部分外投餐飲公司成績突出;公司第二季度投資收益扭虧為盈,預計全年淨利率可恢復至19年水平,短期回調後已具備估值性價比,維持絕味食品“買入”評級。

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