研報掘金丨方正證券:維持安井食品“強烈推薦”評級,加速國際化及海外渠道佈局
方正證券研報指出,安井食品(603345.SH)佈局 "深海蛋白+冷凍烘焙",劍指高端餐飲及國際化新戰場。2025年3月,安井食品擬以4.445億元收購鼎味泰70%股權,填補高端海鮮空白,並且助力安井國際化佈局進程。鼎味泰擁有出口資質,主要面向澳洲、日本、新加坡等國家及香港地區。認為安井與鼎味泰簽訂股份收購協議,標誌着公司從速凍龍頭向餐桌解決方案的躍遷:深海鱈魚與鎖鮮裝錨定高端餐飲,冷凍麪糰卡位烘焙賽道,以冷鏈網絡和B端客户資源串起協同效應,同時加速國際化及海外渠道佈局。維持“強烈推薦”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.