贝因美（002570）今日涨9.97%，成交额29.18亿元，换手率38.91%，盘后龙虎榜数据显示，消闲派席位 净买入6189.82万元，深股通专用席位买入1.05亿元并卖出2443.65万元。 ...

贝因美直线涨停！ 就在刚刚，婴儿概念相关股票集体直线拉升。其中，贝因美（002570）封死涨停板，封单一度超过120 万手。孩子王（301078）、爱婴室（603214）、光明乳业（600597）等股票皆直线拉升。 国家育儿补贴制度实施方案7月28日公布。今天下午，国务院召开相关发布会。财政部社会保障司司长 郭阳会上表示，按照部署，中央财政将设立共同财政事权转移支付项目"育儿补贴补助资金"，今年初步 安排预算900亿元左右。 国金证券认为，估计初步将发放1200亿元左右的育儿补贴，并将形成855亿元的消费支出，拉动社零增 速0.18个百分点育儿补贴作为转移支付，对可选消费的支撑大于必选消费。 利好刺激 国务院新闻办公室今天14时举行新闻发布会，介绍育儿补贴制度及生育支持措施有关情况。2024年10 月，国务院办公厅印发《关于加快完善生育支持政策体系 推动建设生育友好型社会的若干措施》，提 出一揽子生育支持措施。 国家卫生健康委副主任郭燕红介绍，近年来，国家卫生健康委会同相关部门，认真贯彻中央决策部署， 加快完善生育支持政策体系，取得积极进展。在经济支持方面，多渠道降低群众生育、养育、教育成 本，将3岁以下婴幼 ...

Market Review - The Shanghai Composite Index experienced a high and then retreated, while the ChiNext Index fell over 2% during the day. The film sector continued its strong performance with stocks like Happiness Blue Sea and Golden Screen Media hitting the daily limit. The baby and child concept stocks surged, with Sunshine Dairy and Anzheng Fashion also reaching the limit. Conversely, high-profile stocks like Dongxin Peace and Tuoshan Heavy Industry faced significant declines, leading to over 3,500 stocks in the Shanghai and Shenzhen markets closing in the red. Today's trading volume reached 1.87 trillion [1]. Hot Topics Film Industry - The film sector saw another significant rise, with Happiness Blue Sea hitting the daily limit again, alongside Tianfu Cultural Tourism and Golden Screen Media. As of July 30, the cumulative box office for "Nanjing Photo Studio" reached 696 million, with projections estimating a final box office of 3.752 billion [3][4]. - According to Dongfang Securities, "Nanjing Photo Studio" has significantly exceeded expectations and is expected to contribute an additional 3 billion to the overall box office. Other films like "Lychee of Chang'an" and "The Legend of Luo Xiaohei 2" are also benefiting from the increased audience interest [4]. Pharmaceutical Sector - The pharmaceutical sector remained active, with stocks like Chenxin Pharmaceutical, Foci Pharmaceutical, and Dongcheng Pharmaceutical hitting the daily limit. The sector is experiencing a gradual recovery due to improved policies and the maturation of research pipelines, indicating a potential valuation re-rating opportunity [5][6]. Optimizing Fertility - The optimizing fertility sector saw gains in the afternoon, with stocks like Beichun Co. and Anzheng Fashion reaching the daily limit. The National Health Commission emphasized the need for enhanced research and policy support to alleviate the burden of child-rearing on families [7][8]. - With the implementation of child-rearing subsidies, the maternal and infant consumption industry chain is expected to benefit, particularly in areas such as food, consumables, toys, and maternity products [8]. Other Active Sectors - Other sectors showing activity include consumer goods, oil services, and domestic chips, while sectors like rare earths and RWA faced notable declines [9].

格隆汇7月30日｜A股三大指数今日涨跌不一，截至收盘，沪指涨0.17%报3615点，深证成指跌0.77%， 创业板指跌1.62%报2367点。全天成交1.87万亿元，较前一交易日增量417亿元，全市场超3500股下跌。 | 上证指数 深证成指 北证50 | | --- | | 3615.72 11203.03 1439.64 | | +6.01 +0.17% -86.38 -0.77% -25.68 -1.75% | | 科创50 创业板指 万得全A | | 1058.57 2367.68 5643.60 | | -11.88 -1.11% -38.91 -1.62% -22.71 -0.40% | | 沪深300 中证500 中证A500 | | 4151.24 6314.69 4899.20 | | -0.79 -0.02% -41.45 -0.65% -10.99 -0.22% | | 中证1000 中证2000 中证红利 | | 6718.48 2846.33 5581.48 | | -55.40 -0.82% -25.74 -0.90% +11.02 +0.20% | | 行业板块 [^ | | 涨 ...

近5日资金流向一览见下表： 证券之星消息，贝因美7月30日涨停收盘，收盘价7.39元。该股于14点14分涨停，未打开涨停，截止收 盘封单资金为1.91亿元，占其流通市值2.39%。 今日贝因美涨停的可能因素有：1、业绩增长预期强化：公司2024年营收同比增长9.7%，净利润同比大 增116.92%，市场对2025年中报延续增长态势存在较高期待；2、三孩政策红利释放：国家卫健委明确 育儿补贴政策实现全覆盖，叠加跨境电商渠道突破北美市场，强化婴幼儿食品龙头企业的政策受益逻 辑；3、概念题材催化：2025年7月新增"年度强势"概念标签，结合AI育儿等创新业务布局，形成市场炒 作热点；4、市场情绪共振：在生育支持政策密集出台背景下，三胎概念板块整体异动形成板块效应。 7月30日的资金流向数据方面，主力资金净流入2.39亿元，占总成交额8.18%，游资资金净流出7746.06 万元，占总成交额2.65%，散户资金净流出1.61亿元，占总成交额5.52%。 该股为乳业（奶粉），饮料，食品概念热股，当日乳业（奶粉）概念上涨2.39%，饮料概念上涨 1.78%，食品概念上涨1.18%。 以上内容为证券之星据公开信息整理，由A ...

金融界消息 截至2025年7月30日收盘，贝因美（002570）报收于7.39元，上涨9.97%，换手率38.91%， 成交量420.24万手，成交金额29.18亿元。 资金流向方面，今日主力资金净流入2.39亿元，占比成交额8.18%。其中，超大单净流入3.53亿元、占 成交额12.08%，大单净流出11391.87万元、占成交额3.9%，中单净流出流出7746.06万元、占成交额 2.65%，小单净流出16113.59万元、占成交额5.52%。 贝因美最新一期业绩显示，截至2025一季报，公司营业总收入7.28亿元、同比增长1.01%，归属净利润 4279.61万元，同比增长93.87%，扣非净利润3660.27万元，同比增长98.26%，流动比率1.041、速动比率 0.889、资产负债率58.49%。 天眼查商业履历信息显示，贝因美股份有限公司，成立于1999年，位于杭州市，是一家以从事食品制造 业为主的企业。企业注册资本108004.3333万人民币，实缴资本108004.3333万人民币。公司法定代表人 为谢宏。 通过天眼查大数据分析，贝因美股份有限公司共对外投资了41家企业，参与招投标项目7次， ...

Core Viewpoint - The A-share dairy sector experienced a short-term surge, with significant stock price increases for several companies, indicating positive market sentiment in the industry [1] Company Summaries - Beiyinmei reached a trading limit, reflecting strong investor interest and confidence in its performance [1] - Sunshine Dairy also hit the trading limit, suggesting a similar positive outlook among investors [1] - Other companies such as Knight Dairy, Panda Dairy, Western Pastoral, and Maiqu'er also saw price increases, indicating a broader rally in the dairy sector [1]

文/王海 导语： 7月28日，中国正式开启"育儿补贴元年"！国务院重磅发布《育儿补贴制度实施方案》，明确从2025年起，所有3周岁 以下婴幼儿每年可领取3600元国家补贴，直接引爆资本市场。次日开盘，乳业、托育、辅助生殖等板块掀起涨停潮， 贝因美、阳光乳业等12只A股封死涨停，港股中国育儿网络单日暴涨54%，锦欣生殖、中国飞鹤等龙头股集体飙升。 这场"真金白银"的政策红利，正催生万亿级消费新蓝海。 | 板块名称 | | 涨幅 | | | --- | --- | --- | --- | | 1 | 레 | +4.21% | | | P | 饮料制造 | +2.79% | | | 3 | 托育服务 | +2.11% | | | ঘ | 三胎概念 | +1.73% | | | 5 | 美容护理 | +1.26% | | | b | 社区团购 | +1.06% | | | T | 毛发医疗 | +0.88% | | | | 影视院线 | +0.84% | | | 9 | 辅助生殖 | +0.85196 | | | 代码 | 名称 | 演唱歌 现价 | | | 832786 骑士乳业 | | +21.12% | 13. ...

每经AI快讯，7月30日，婴童概念午后逆势拉升，贝因美直线涨停，此前阳光乳业2连板，安正时尚涨 停，骑士乳业、西部牧业、孩子王、熊猫乳品、爱婴室等快速冲高。 （文章来源：每日经济新闻） ...

Group 1 - A-share dairy stocks experienced a short-term surge, with Beiningmei hitting the daily limit up [1] - Sunshine Dairy previously reached the daily limit up, while Knight Dairy rose over 9% [1] - Other companies such as Western Pastoral and Qiaqia Food also saw increases [1]