智通财经APP获悉，安德利果汁(02218)午后急升逾17%，截至发稿，涨5.93%，报11.08港元，成交额1489.66万港元。
消息面上，安德利果汁将于4月22日举行董事会会议审议通过一季度合并业绩。公司此前公布预计2025年第一季度实现归属于上市公司股东净利润人民币约8,007万元到9,087万元，同比增加50%到70%。主要是由于客户订单需求增加，浓缩果汁的销售数量同比大幅增长所致。
海通证券指出，近年来行业格局变化较大，浓缩果汁行业中部分主要企业出现经营困难，面临诸多诉讼甚至进入破产重整程序，中小企业难以完全填补下游客户需求。公司将继续稳健扩大生产布局，积极关注市场上的并购与投资机会，整合产能、提升国内外市场份额，抢占优质原料产地，同时，以市场为导向不断拓展产品线以形成新的利润增长点，加大脱色脱酸浓缩果汁、NFC果汁、柠檬和橙汁、小品种果汁、香精等的产销量，适时切入新的产品市场，丰富公司的产品组合，形成以浓缩果汁为中心的多品种格局，为下游客户提供一站式的原料供给选择，提高客户粘性，强化行业龙头地位。
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