近半年该股累计上榜龙虎榜14次，上榜次日股价平均跌0.65%，上榜后5日平均跌6.39%。 资金流向方面，今日该股主力资金净流入434.66万元，其中，特大单净流入1730.58万元，大单资金净流 出1295.93万元。近5日主力资金净流入6357.40万元。（数据宝） 阳光乳业8月4日交易公开信息 阳光乳业今日下跌9.63%，全天换手率14.58%，成交额6.24亿元，振幅8.99%。龙虎榜数据显示，机构净 买入1352.55万元，营业部席位合计净卖出1355.37万元。 深交所公开信息显示，当日该股因日跌幅偏离值达-10.42%上榜，机构专用席位净买入1352.55万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.24亿元，其中，买入成交额为6193.23 万元，卖出成交额为6196.06万元，合计净卖出2.83万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买一，买入金额1523.25万元，卖出金 额170.71万元，合计净买入1352.55万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | ...

Group 1 - The company, Sunshine Dairy, has a diverse range of milk products catering to various age groups, including children, teenagers, young adults, and the elderly [1] - The product line includes children's growth milk and other suitable products for children, but does not offer any infant-specific products [1]

证券日报网讯阳光乳业（001318）8月4日在互动平台回答投资者提问时表示，公司目前没有婴幼儿乳粉 及婴幼儿专用牛奶等产品。根据普遍消费习惯，很多家庭会在孩子成长过程中逐步选择适合的牛奶类产 品给孩子饮用，有助于孩子更好成长，公司相继推出了儿童成长牛奶、优品益智多等多个适合儿童消费 类产品。国家出台育儿补贴政策是利国利民的好事，将有助于进一步提振国内消费和提升经济活力。 ...

证券之星消息，8月4日饮料乳品板块较上一交易日上涨0.95%，东鹏饮料领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。饮料乳品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 6655509 | 东鹏饮料 | 295.17 | 3.55% | 3.10万 | 9.11亿 | | 002946 | 新乳业 | 16.62 | 2.47% | 6.99万 | 1.15亿 | | 600419 | 天润乳业 | 10.77 | 1.41% | 4.73万 | 5083.80万 | | 600882 | 妙可蓝多 | 26.86 | 1.17% | - 3.84万 | 1.03亿 | | 002910 | 庄园牧场 | 10.06 | 0.60% | 8.35万 | 8328.28万 | | 603711 | 香飘飘 | 13.60 | 0.44% | 1.96万 | 2649.81万 | | 605300 | 佳木食品 | ...

Group 1: New Stock Offerings - Shenke Co., Ltd. (002633) has a tender offer period from July 29, 2025, to August 27, 2025[1] - ST Kelly (300326) has a tender offer period from July 17, 2025, to August 15, 2025[1] - ST Zitian (300280) has a tender offer period ending on July 21, 2025[1] Group 2: Market Alerts - Xizang Tourism (600749) reported severe abnormal fluctuations on July 31, 2025[1] - Tianlu Convertible Bonds (110060) announced significant market activity on July 30, 2025[1] - ST Suwu (600200) experienced unusual trading patterns on July 30, 2025[1] Group 3: Additional Announcements - Happiness Blue Ocean (300528) issued a notice on July 30, 2025, regarding market conditions[1] - Common Pharmaceutical (300966) provided updates on August 1, 2025, related to stock performance[1] - Dongjie Intelligent (300486) released a statement on August 1, 2025, concerning market volatility[1]

Core Viewpoint - Sunshine Dairy (001318.SZ) offers a diverse range of milk products catering to various age groups, including children, teenagers, young adults, and the elderly, but does not provide products specifically for infants [1] Group 1 - The company’s milk product categories include growth milk for children and other products suitable for child consumption [1] - The product line is designed to meet the needs of different consumer demographics, emphasizing a broad market appeal [1]

Group 1 - The company, Sunshine Dairy (001318), reported that as of July 31, 2025, the number of shareholders is expected to be 42,620 [1]

阳光乳业今日下跌9.59%，全天换手率17.92%，成交额8.71亿元，振幅11.08%。龙虎榜数据显示，机构 净卖出492.24万元，营业部席位合计净卖出3291.73万元。 深交所公开信息显示，当日该股因日跌幅偏离值达-9.61%上榜，机构专用席位净卖出492.24万元。 阳光乳业8月1日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 | 1509.71 | 618.98 | | | 部 | | | | 买二 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 1312.12 | 669.54 | | 买三 | 中国银河证券股份有限公司北京中关村大街证券营业部 | 1299.46 | 3.13 | | 买四 | 国信证券股份有限公司浙江互联网分公司 | 1183.43 | 688.77 | | 买五 | 国金证券股份有限公司深圳分公司 | 1110.17 | 318.40 | | 卖一 | 国泰海通证券股份有限公司 ...

Group 1 - On August 1, a total of 14 companies had their restricted shares unlocked, with a total unlock volume of 685 million shares, amounting to a market value of 9.427 billion yuan based on the latest closing price [1] - Five companies had an unlock volume exceeding 10 million shares, with Li New Energy, Huaton Co., and Beilu Zhikong leading the unlock volume at 465 million shares, 132 million shares, and 38.068 million shares respectively [1] - In terms of unlock market value, five companies had an unlock value exceeding 100 million yuan, with Li New Energy, Boshijie, and Beilu Zhikong leading at 3.28 billion yuan, 1.759 billion yuan, and 1.393 billion yuan respectively [1] Group 2 - Five companies had an unlock ratio exceeding 10% of their total share capital, with Li New Energy, Beilu Zhikong, and Boshijie having the highest unlock ratios at 49.78%, 28.82%, and 24.87% respectively [1]

Group 1 - The core point of the article is the introduction of a new childcare subsidy policy in China, effective from January 1, 2025, aimed at families with children under three years old [1] - Following the announcement, A-share infant and child concept stocks experienced a significant rise, with 124 out of 150 stocks in this sector closing higher between July 29 and 31, 2023 [1] - Notably, 12 stocks, including Beiyinmei and Sunshine Dairy, saw three consecutive days of closing increases, with Sunshine Dairy hitting the daily limit and its total market value increasing by approximately 1.274 billion yuan [1] Group 2 - Analysts from Xinyi Securities noted that the cash subsidy will enhance disposable income for families, directly benefiting the consumption scale of infant formula [1] - Dongguan Securities analysts indicated that the price of raw milk has been declining, and with steady capacity reduction and ongoing inventory digestion, the oversupply situation of raw milk is expected to improve [1] - The demand side is anticipated to benefit from the childcare subsidy policy, which may enhance population improvement expectations and subsequently increase dairy product demand, optimizing the supply-demand structure in the dairy industry [1]