安井食品(603345.SH)：擬投資10.35億元建洪湖安井年產10萬噸預製菜餚生產項目
格隆匯12月14日丨安井食品(603345.SH)公佈，因受2022年國內消費市場不振及遼寧當地疫情反覆等外部因素的影響，遼寧三期年產14萬噸速凍食品擴建項目工程進展晚於原定計劃。洪湖安井年產10萬噸預製菜餚生產項目是公司為順應消費需求變化、積極響應政府號召，重點佈局的首個專業化預製菜工廠，對資金投入體量及投入速度存在較大需求。公司根據未來業務發展規劃，結合現有募集資金使用情況，為提高募集資金使用效率，經研討後作出審慎決定：擬將遼寧三期項目原計劃投入募集資金金額減少60378.55萬元，後續遼寧三期項目所需資金將以公司自有資金投入；變更後相應新增洪湖安井項目，該項目擬使用募集資金投入60378.55萬元。
此次新增後的“洪湖安井年產10萬噸預製菜餚生產項目”總投資額為103507.72萬元，其中募集資金擬投入60378.55萬元。項目擬按照投產第一年達產率30%，第二年達產率70%，第三年起達產率100%實施生產計劃，完全達產後預計年均銷售收入約20億元，年均淨利潤約1.4億元。
隨着餐飲企業降本增效的迫切需求和家庭消費者對健康便捷類菜餚製品的食用頻率顯著增加、消費場景不斷豐富，市場對於預製菜餚的接受度和認可度逐步提升。預製菜餚行業進入快速成長期，產品形態也更加多樣化。
近年來，公司重點佈局的預製菜餚板塊業務快速發展，第二增長曲線初見成效。2022年前三季度，公司速凍菜餚製品業務實現營業收入21.08億元，同比增長129.57%。洪湖安井項目的投資建設，一方面系順應行業發展趨勢，滿足消費市場對預製菜餚產品持續增長的需求；另一方面亦立足於公司自身發展戰略，充分發揮公司現有優勢，通過自有產能投放進一步提高公司預製菜餚產品的綜合競爭力。
公司根據行業發展情況和未來業務規劃，結合現有募集資金使用情況，為提高募集資金使用效率，經研討後作出審慎決定，對非公開發行股票募投項目進行變更。洪湖安井項目將與公司原有華中生產基地即湖北安井食品有限公司、主營淡水小龍蝦、淡水魚糜的子公司洪湖市新宏業食品有限公司及湖北新柳伍食品集團有限公司形成戰略呼應，符合公司“三路並進，全渠發力”的經營策略和在預製菜餚板塊“自研自產+供應鏈代工+併購”的商業模式，進一步推動公司在該領域的產業佈局和高質量發展。項目的實施有利於提升公司在預製菜餚領域的產能儲備和行業地位、提高公司在預製菜餚板塊的規模效應和盈利能力、不斷夯實公司在食品安全方面的管控力，符合公司長遠發展規劃。
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