Core Viewpoint - Beiyinmei's stock price has experienced fluctuations, with a year-to-date increase of 50.12% but a recent decline in the last five trading days by 4.24% [2] Group 1: Stock Performance - As of November 19, Beiyinmei's stock price was 6.32 CNY per share, with a market capitalization of 6.826 billion CNY [1] - The stock has seen a net outflow of 27.65 million CNY from main funds, with significant selling pressure [1] - Year-to-date, Beiyinmei has appeared on the trading leaderboard 24 times, with the most recent net buy of 17.77 million CNY on August 7 [2] Group 2: Financial Performance - For the period from January to September 2025, Beiyinmei reported a revenue of 2.033 billion CNY, a year-on-year decrease of 2.59%, while net profit attributable to shareholders increased by 48.07% to 106 million CNY [2] - The company's main revenue sources include milk powder (89.20%), with other categories contributing significantly less [2] Group 3: Shareholder Information - As of September 30, 2025, Beiyinmei had 147,900 shareholders, an increase of 3.24% from the previous period [2] - The average number of circulating shares per shareholder decreased by 3.14% to 7,302 shares [2] - The company has distributed a total of 9.61 billion CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]

Core Insights - Beiyinmei's stock increased by 0.31% on November 17, with a trading volume of 283 million yuan, indicating a stable market performance [1] - The company reported a net financing purchase of 2.03 million yuan on the same day, with a total financing and securities balance of 356 million yuan, which is 5.05% of its market capitalization [1] - For the first nine months of 2025, Beiyinmei achieved a revenue of 2.033 billion yuan, a year-on-year decrease of 2.59%, while net profit attributable to shareholders increased by 48.07% to 106 million yuan [2] Financing and Trading Activity - On November 17, Beiyinmei had a financing buy-in of 28.17 million yuan and a financing repayment of 26.14 million yuan, resulting in a net financing purchase of 2.03 million yuan [1] - The current financing balance of 356 million yuan exceeds the 50th percentile level over the past year, indicating a relatively high level of financing activity [1] - The company had no short selling activity on November 17, with a short selling balance of 1,304 yuan and a short selling volume of 200 shares, which is above the 70th percentile level over the past year [1] Shareholder and Dividend Information - As of September 30, 2025, Beiyinmei had 147,900 shareholders, an increase of 3.24% from the previous period, with an average of 7,302 circulating shares per shareholder, a decrease of 3.14% [2] - Since its A-share listing, Beiyinmei has distributed a total of 961 million yuan in dividends, with no dividends paid in the last three years [3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited increased its holdings by 4.36 million shares to 9.1823 million shares, while Tianhong Zhongzheng Food and Beverage ETF increased its holdings by 0.5232 million shares to 4.2728 million shares [3]

Core Insights - The beverage and dairy sector experienced a significant increase of 2.94% on November 10, with Huanlejia leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Beverage and Dairy Sector Performance - Huanlejia (300997) saw a closing price of 21.86, with a remarkable increase of 19.98% and a trading volume of 273,900 shares, amounting to a transaction value of 566 million [1] - Sanyuan (600429) closed at 5.47, up 10.06%, with a trading volume of 481,500 shares [1] - Zhuangyuan Pasture (002910) closed at 11.97, up 10.02%, with a trading volume of 174,800 shares [1] - Other notable performers include Pinwo Food (300892) with an 8.84% increase, Miaokelando (600882) with an 8.12% increase, and New Dairy (002946) with a 7.43% increase [1] Capital Flow Analysis - The beverage and dairy sector saw a net inflow of 904 million from institutional investors, while retail investors experienced a net outflow of 662 million [2] - The main capital inflow was observed in Yili (600887) with a net inflow of 307 million, while Huanlejia had a net outflow of 95.57 million from retail investors [3] - Other companies like Beiyinmei (002570) and Sanyuan (600429) also experienced significant capital movements, with net inflows of 175 million and 46.97 million respectively [3]

Core Insights - The dairy sector has seen a significant increase of 4.36%, leading the concept sectors in terms of growth, with 33 stocks rising, including notable gains from companies like Huanlejia and Sanyuan [1][2] Group 1: Market Performance - The dairy concept sector recorded a net inflow of 8.73 billion yuan, with 24 stocks experiencing net inflows, and five stocks seeing inflows exceeding 300 million yuan [2] - Yili Co. led the net inflow with 3.55 billion yuan, followed by Beiyinmei and Huanlejia with 1.72 billion yuan and 1.71 billion yuan respectively [2][3] Group 2: Stock Performance - Huanlejia achieved a remarkable increase of 20%, while Sanyuan and Zhuangyuan Pasture also hit the upper limit [1] - The top gainers in the dairy sector included Pinwo Foods, Miaokelando, and New Dairy, with increases of 8.84%, 8.12%, and 7.43% respectively [1][3] Group 3: Capital Flow Ratios - Huanlejia, Sanyuan, and Beiyinmei had the highest net inflow ratios at 30.31%, 18.63%, and 15.54% respectively [3] - The capital flow rankings showed that Yili Co. had a net inflow of 355.37 million yuan with a net inflow ratio of 10.81% [3][4]

Group 1 - The core viewpoint of the news is that Beiningmei's stock has seen a significant increase of 5.06%, reaching a price of 6.64 yuan per share, with a trading volume of 707 million yuan and a turnover rate of 10.06%, resulting in a total market capitalization of 7.171 billion yuan [1] - Beiningmei Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on April 27, 1999. The company went public on April 12, 2011, and its main business involves the research, production, and sales of infant food and milk-based nutritional products [1] - The revenue composition of Beiningmei's main business includes: 89.20% from milk powder, 4.69% from other (supplement) products, 3.54% from rice cereal, 1.71% from supplies, and 0.86% from other categories [1] Group 2 - Tianhong Fund has a fund that ranks among Beiningmei's top ten circulating shareholders. The Tianhong CSI Food and Beverage ETF (159736) increased its holdings by 523,200 shares in the third quarter, bringing its total to 4.2728 million shares, which accounts for 0.4% of the circulating shares [2] - The Tianhong CSI Food and Beverage ETF (159736) was established on September 9, 2021, with a latest scale of 5.525 billion yuan. Year-to-date, it has incurred a loss of 2.85%, ranking 4175 out of 4217 in its category; over the past year, it has lost 10.67%, ranking 3870 out of 3918; and since its inception, it has lost 29.32% [2]

Core Viewpoint - Beiningmei announced the repurchase of 8,741,454 shares, representing 0.8094% of the company's total share capital, through a centralized bidding transaction by October 31, 2025 [1] Summary by Category - **Share Repurchase Details** - The company has repurchased a total of 8,741,454 shares [1] - This repurchase accounts for 0.8094% of the total share capital [1] - The repurchase was conducted through a specialized securities account via centralized bidding [1]

Core Viewpoint - Beiningmei (002570.SZ) has repurchased a total of 8,741,454 shares, representing 0.8094% of the company's total share capital, through a centralized bidding transaction as of October 31, 2025 [1] Summary by Category - **Share Repurchase Details** - The maximum transaction price was 7.21 CNY per share, while the minimum transaction price was 6.10 CNY per share [1] - The total amount spent on the repurchase was 56,341,385.92 CNY, excluding transaction fees [1]

贝因美股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 贝因美股份有限公司（以下简称"公司"）于 2025 年 4 月 29 日召开的第九 届董事会第九次会议审议通过了《关于回购公司股份方案的议案》，公司拟以集 中竞价交易方式回购公司 A 股股票，用于公司未来实施的股权激励或员工持股 计划。本次回购金额不超过人民币 3 亿元（含），不低于人民币 1.5 亿元（含）， 回购价格不超过 9.06 元/股（含）。根据最高回购规模、回购价格上限测算，预 计回购股份数量为 3,311.26 万股，约占公司目前总股本的 3.07%。具体内容详见 公 司 于 2025 年 4 月 30 日 披 露 于 指 定 信 息 披 露 媒 体 及 巨 潮 资 讯 网 （http://www.cninfo.com.cn）上的《关于回购公司股份方案暨取得股票回购专项 贷款承诺函的公告》（公告编号：2025-035）。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》的相关规定，回购期间，上市公司应当在每个月的 ...

Group 1 - The company Beiningmei announced on November 3 that it has repurchased approximately 8.74 million shares, accounting for 0.8094% of its total share capital, through a special securities account for share buybacks [1] - The maximum transaction price for the repurchased shares was 7.21 yuan per share, while the minimum transaction price was 6.1 yuan per share [1] - The total amount spent on the share repurchase was approximately 56.34 million yuan [1]

Core Viewpoint - Beiyinmei's stock price has shown significant fluctuations, with a year-to-date increase of 53.68% and a recent decline over the past 60 days, indicating volatility in market performance [2]. Financial Performance - For the period from January to September 2025, Beiyinmei reported a revenue of 2.033 billion yuan, a year-on-year decrease of 2.59%, while the net profit attributable to shareholders increased by 48.07% to 106 million yuan [2]. - The company has cumulatively distributed 961 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Market Activity - As of November 3, Beiyinmei's stock price was 6.47 yuan per share, with a trading volume of 1.47 billion yuan and a market capitalization of 6.988 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" 24 times this year, with the most recent net purchase on August 7 amounting to 17.7676 million yuan [2]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 3.24% to 147,900, with an average of 7,302 circulating shares per person, a decrease of 3.14% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Tianhong Zhongzheng Food and Beverage ETF, with both increasing their holdings [3]. Market Position - Beiyinmei operates primarily in the infant food and milk-based nutrition sector, with its main revenue sources being milk powder (89.20%), followed by other categories [2]. - The company is classified under the food and beverage industry, specifically in the dairy products segment, and is involved in various concept sectors such as new retail and cross-border e-commerce [2].