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食品股走強,加加食品(002650.SZ)等多股漲停

格隆匯11月4日丨食品股走強,加加食品、天味食品、青島食品漲停,鹽津鋪子漲超9%,佳禾食品漲超8%,中炬高新、安井食品、三全食品等紛紛上漲。

加加食品今日午間公佈,公司鑑於各主要原材物料、運輸、能源等成本持續上漲,為了更好地向消費者提供優質產品和服務,促進市場及行業的可持續發展,經公司研究並審慎考慮後決定,對加加醬油、蠔油、料酒、雞精和醋系列產品的出廠價格進行調整,上調幅度為3%-7%不等,新價格於2021年11月16日00:00正式執行。

佳禾食品在接受機構調研時表示,食品企業都在陸續提價,包括雀巢和其他巨頭。現在原材料還在高位狀態,我們後期會隨着原材料的走勢,擇日做提價的舉措。幅度會根據市場,包括競爭對手的情況進行核算。目前對於新單子會核算新的成本進行提價。

此前調味料生產商天味食品披露調研紀要表示,2021年前三季度原材料都有不同程度上漲,特別是油脂類原材料。公司通過優化運營管理,減小原材料價格波動帶來的影響。10月中旬,公司已對2款產品進行了提價,其他產品我們正在進行全面梳理。另據市場消息,10月以來已有至少7家食品行業上市公司披露加價。

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