5連板調味品大牛股業績出爐！去年Q4淨利潤同比增5.69倍
近期，特朗普高關稅衝擊下，內需相關的消費板塊大牛股頻出。
今日，安記食品股價繼續漲停，實現5連板，最新報13.66元/股，總市值32.13億元。
近10個交易日，安記食品股價持續收紅，累計漲幅達75.8%。
股價連續漲停，資金紛紛涌入。今日，西湖國貿買入安記食品1440.34萬元，上塘路賣出2679.29萬元，量化打板賣出1344.72萬元。
去年Q4業績大爆發
4月21日晚間，安記食品發佈2024年財報和利潤分配方案公告。
2024年，安記食品實現營收6.07億元，同比下降4.06%；淨利潤爲3833.35萬元，同比增長23.29%；扣非淨利潤3146.92萬元，同比下降18.39%。
單季度來看，安記食品的業績在去年四季度出現大爆發，期間實現營收1.53億元，同比增長6.98%；淨利潤1702.42萬元，同比增長5.69倍；扣非淨利潤爲1394.07萬元，同比增長44.85%。
截止2024年12月31日，安記食品的總資產爲6.18億元，同比下降1.57%；歸屬於上市股東的所有者權益爲5.79億元，同比上升3.88%。
分產品來看，主要產品複合調味粉2024年實現銷售收入1.8億元， 同比下降了9.59%。
香辛料實現銷售收入2021.1萬元，同比下降11.57%。
風味清湯實現銷售收入138.21萬元，同比下降27.97%。
醬類調味品實現銷售收入2061.37萬元，同比下降12.35%。
天然提取物實現銷售收入619.17萬元，同比下降了15.99%。
同時，安記食品2024年度擬向全體股東每10股派發現金紅利0.9元，共計派發現金股利2116.8萬元，佔當期歸母淨利潤的55.22%。
市場前景廣闊
資料顯示，安記食品主營業務爲調味品的研發、生產和銷售，主要產品包括排骨味調料、海鮮味調料、骨湯味調料、牛肉味調料、雞鮮味調料、餐飲菜式調料等六大類產品。
調味品市場規模有望進一步增長，但行業集中度也將提升。據尚普諮詢數據顯示，2022年中國調味料市場規模達到5133億元，預計2025年市場規模達7881億元。
安記食品認爲，頭部企業憑藉資金、渠道、品牌優勢，在價格戰與產品創新中佔據主導地位。長期來看，市場將呈現 “兩極分化”，傳統調味品進入存量競爭，複合調味料保持10%以上增速，健康化、便捷化產品成爲新增長極。
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