近日有媒体报道，多位家长在社交平台发帖称，奶粉、纸尿裤和辅食等母婴产品出现涨价，也包括贝因美等品牌的部分产品。 对此，贝因美（002570.SZ）董秘8月5日在投资者关系平台上答复投资者问题时进行了回应。 有投资者提问，自从国家育儿补贴政策发布后，我关注到很多母婴产品出现了明显的涨价，我想问一下涨价的原因是什么，产品涨价会对贵公司业绩产生 实质影响么？ 贝因美回复称，公司的所有产品都没有涨价，请大家勿信谣不传谣。我们坚信国家政策红利的本质是惠及民生，企业的责任是让这份温暖真正传递到每个 家庭。贝因美始终坚持初心，让每个家庭都能享受到"货真价实"的育儿支持。 此外，8月3日，贝因美官方旗舰店抖音账号也发布视频称，贝因美坚守5%利润底线，所有品项都没有涨价。贝因美提到，持续承诺只赚良心钱。"国家育 儿补贴方案的落地说明国家政策的一大方向是降低生育成本，而不是相关企业乘机牟利的机会。" 另据蓝鲸新闻，记者查询了贝因美、飞鹤、美赞臣、金领冠、合生元多个市场上的主流奶粉品牌，结果显示，奶粉价格并没有出现像网传那般的普涨情 况，不少品牌的奶粉价格甚至出现波动下滑的态势，而品牌的价格波动主要是店铺活动导致。 此前，据红星资 ...

证券日报网讯贝因美（002570）8月5日在互动平台回答投资者提问时表示，公司的所有产品都没有涨 价，请大家勿信谣不传谣。 ...

Core Viewpoint - Recent reports indicate a price increase in maternal and infant products, including brands like Beingmate, despite the company's claims of no price hikes [1][3][5] Company Summary - Beingmate's spokesperson stated that all products have not increased in price and urged consumers not to believe rumors [1] - The company emphasized its commitment to maintaining a 5% profit margin and only earning "conscience money" [1] - As of August 5, Beingmate's stock closed at 7.08 yuan per share, down 4.19%, with a total market capitalization of approximately 7.6 billion yuan [6] Industry Summary - Parents have reported price increases for essential products like formula and diapers, with price hikes ranging from 10 to 60 yuan [3] - Various e-commerce platforms and physical stores have attributed price variations to different promotional policies rather than intentional price increases [5] - The maternal and infant industry is experiencing a significant price system adjustment after a prolonged price war that began in late 2020, which has weakened the premium pricing ability of domestic formula brands [5][8] - The recently implemented national childcare subsidy policy is expected to boost purchasing power for maternal and infant products, particularly in lower-tier markets [8]

Core Viewpoint - Recent reports indicate a price increase in maternal and infant products, including brands like BeiYinMei, despite the company's claims of no price hikes. The national childcare subsidy policy aims to reduce childbirth costs rather than allow companies to profit from it [3][10]. Group 1: Price Increase Claims - Multiple parents reported price increases for products such as milk powder and diapers, with price hikes ranging from 10 to 60 yuan [5]. - Customer service from various brands stated that price changes were due to different promotional policies rather than intentional price increases [5]. - The market is currently experiencing a price system adjustment after a prolonged price war in the milk powder industry, which has affected high-end pricing capabilities [5][10]. Group 2: Company Performance - BeiYinMei reported a total revenue of 2.773 billion yuan for 2024, a year-on-year increase of 9.7%, and a net profit of 103 million yuan, up 116.92% [6]. - Despite strong performance, the company's gross profit margin decreased by 4.12 percentage points, indicating challenges in cost control and product structure optimization [7]. Group 3: Market Context - The national childcare subsidy policy is expected to have a significant impact, particularly in lower-tier cities where birth rates are higher, potentially increasing purchasing power for maternal and infant products [10]. - The maternal and infant market in China is undergoing a deep adjustment period after four consecutive years of decline in newborn numbers [10].

针对近期市场关于部分母婴产品价格上涨的讨论，国产奶粉企业贝因美周二再次作出回应。 8月5日，有投资者向贝因美（002570.SZ）提问，自从国家育儿补贴政策发布后，关注到很多母婴产品 出现了明显的涨价，想问一下涨价的原因是什么，产品涨价会对贵公司业绩产生实质影响么？ 此前7月28日，中共中央办公厅、国务院办公厅印发《育儿补贴制度实施方案》，明确从2025年1月1日 起，无论一孩、二孩、三孩，每年均可领取3600元补贴，直至年满3周岁。这一政策是新中国成立以来 首次大范围、普惠式、直接性向群众发放的民生保障现金补贴。 受国家育儿补贴政策刺激，7月29日开盘后，乳业板块纷纷走强。随后据媒体报道，近日，有多位宝妈 在社交平台发帖称，奶粉、纸尿裤、辅食等母婴产品都已经出现涨价。如贝因美、至初、babycare和帮 宝适等品牌的部分产品价格上浮，从10元到60元不等。 对此，贝因美回复称，公司的所有产品都没有涨价，请大家勿信谣不传谣。我们坚信国家政策红利的本 质是惠及民生，企业的责任是让这份温暖真正传递到每个家庭。贝因美始终坚持初心，让每个家庭都能 享受到"货真价实"的育儿支持。 据贝因美发布的2024年年报，2024 ...

Group 1 - Recent reports indicate that some milk powder products have seen price increases ranging from tens to hundreds of yuan, with online store customer service acknowledging price adjustments [1][2] - Beiyinmei's Secretary responded on August 5, stating that all products have not increased in price and urged consumers not to believe or spread rumors [2] - On August 3, Beiyinmei's official Douyin account released a video asserting that the company maintains a 5% profit margin and has not raised prices, emphasizing a commitment to ethical pricing [2] Group 2 - Multiple parents reported price increases for products from brands including Beiyinmei, Zhichu, Babycare, and Pampers, with increases noted between 10 to 60 yuan [2] - Customer service from various brand flagship stores indicated that price changes were due to different promotional policies rather than intentional price hikes [2] - Industry analysts noted significant channel differentiation in the maternal and infant industry, leading to a complex pricing system where online prices are often lower than offline [2]

编辑 王进雨 新京报贝壳财经讯 8月5日，针对国家育儿补贴政策发布后母婴产品涨价的消息，贝因美在互动平台回 复称，公司的所有产品都没有涨价，请大家勿信谣不传谣。"我们坚信国家政策红利的本质是惠及民 生，企业的责任是让这份温暖真正传递到每个家庭。贝因美始终坚持初心，让每个家庭都能享受到'货 真价实'的育儿支持。" ...

图 片来源：视觉中国 近日有媒体报道，多位家长在社交平台发帖称，奶粉、纸尿裤和辅食等母婴产品出现涨价，也包括贝因 美等品牌的部分产品。 对此，贝因美（002570.SZ）董秘8月5日在投资者关系平台上答复投资者问题时，对此回应。 有投资者提问，自从国家育儿补贴政策发布后，我关注到很多母婴产品出现了明显的涨价，我想问一下 涨价的原因是什么，产品涨价会对贵公司业绩产生实质影响么？ 此前，据红星资本局报道，有多位家长向红星资本局列举称，贝因美、至初、babycare和帮宝适等品牌 的部分产品价格上浮，从10元到60元不等。 对于"涨价"传闻，8月3日，多家品牌电商旗舰店客服均表示，价格是因为不同时期促销政策活动不同， 并非刻意涨价。也有乳业分析师表示，母婴行业渠道分化严重，价格体系较混杂，大部分产品线上价格 比线下低出不少。 另外，因竞争激烈而呈现出"内卷"态势，自2020年下半年起，国产奶粉行业经历了长达四年的"价格 战"，严重削弱了其高端溢价能力。 据贝因美发布的2024年年报显示，2024年公司全年实现营业总收入27.73亿元，同比增长9.70%；归属净 利润1.03亿元，同比增长116.92%；扣非净利润7 ...

Group 1 - The company Beiningmei announced on its interactive platform that some of its infant formula, children's formula, and adult formula product lines are being sold at Pang Donglai in Xuchang [1]

格隆汇8月5日丨贝因美(002570.SZ)在互动平台表示，公司的所有产品都没有涨价，请大家勿信谣不传 谣。我们坚信国家政策红利的本质是惠及民生，企业的责任是让这份温暖真正传递到每个家庭。贝因美 始终坚持初心，让每个家庭都能享受到"货真价实"的育儿支持。 ...