贝因美8月4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 | 深股通专用 | 13677.14 | 14623.68 | | 买二 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 | 3830.60 | 2887.60 | | | 部 | | | | 买三 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | 3253.91 | 2894.79 | | 买四 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 3135.09 | 2936.24 | | 买五 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 3021.82 | 3382.66 | | 卖一 | 深股通专用 | 13677.14 | 14623.68 | | 卖二 | 中信建投证券股份有限公司重庆龙山路证券营业部 | 185.69 | 3965.79 | | 卖三 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 2246.31 | 3510.97 | | 卖四 | 东方财富证 ...

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 | ...

贝因美方面表示，所有品项都没有涨价。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。未来，贝因美会积极响应国家政策，用货真价实的产品助力行业发展。 5%的利润红线背后，是企业对社会责任的深刻理解。贝因美深知企业的良心不是成本，而是最珍贵的 品牌资产，更是穿越行业周期的生命力。在品质把控方面，贝因美有着"科学配方+国际标准化体系+全 球领先的智造技术"的全流程管控，并且能够拥有自建的奶粉、纸尿裤两大母婴主品工厂，自主严格掌 控品质。 在母婴市场竞争愈发激烈的今天，企业的经营理念往往决定着品牌的走向。贝因美提出"只赚5%"的经 营理念，是抱着永续经营的目标，低利润会迫使企业严控成本、提升产品效率，并在研发投入上花费更 多精力，长远来看，能够建立消费者信任，走得更远。 （文章来源：证券日报） 本报讯 （记者梁傲男）近日，国家育儿补贴方案公布，明确了对符合法规生育的3周岁以下婴幼儿每年 补贴3600元，按照工作计划，各地将在8月份陆续开发育儿补贴申领。国家生育补贴政策的落地，提升 了社会生育信心，有望带动新生人口回升，并进一步催化母婴市场需求。 贝因美股份有限公司（以下简称"贝因美"）一直在积极履行社会 ...

Core Viewpoint - The introduction of a nationwide child-rearing subsidy in China aims to stimulate birth rates and alleviate the financial burden on families, potentially creating a significant consumption market in the mother and baby sector [4][8][12]. Group 1: Subsidy Details - Starting January 1, 2025, families with children under three years old will receive an annual subsidy of 3,600 yuan per child, regardless of the number of children [4][6]. - The total annual subsidy scale is estimated at 72 billion yuan, with 60% expected to be spent on mother and baby consumption, leading to an annual consumption increase of approximately 43.2 billion yuan in the sector [6][8]. - The subsidy is designed to be accessible, with online application systems and some regions already implementing automatic disbursement methods [9]. Group 2: Market Impact - The subsidy is expected to create a consumption increase of around 0.2 percentage points in social retail sales, particularly benefiting essential consumer goods like baby food [11][12]. - The policy is anticipated to activate related industries, potentially generating over 300 billion yuan in additional consumption across sectors such as healthcare and education [11][12]. Group 3: Industry Opportunities - The mother and baby market will see immediate benefits, especially in essential products like formula and diapers, where the subsidy can cover about 30% of expenses [19][20]. - There is a growing opportunity in service consumption, including parent-child travel and childcare services, with the childcare market projected to reach 232.3 billion yuan by 2030 [19][20]. - Companies are encouraged to focus on high-value essential products and enhance user experience through partnerships and improved service delivery [24][26]. Group 4: Long-term Considerations - The subsidy is viewed as a starting point for a broader supportive environment for families, with additional measures needed in childcare services, education, and housing to truly encourage higher birth rates [17][26]. - Companies must innovate and avoid dependency on subsidies, focusing on capturing consumer trends and addressing parenting challenges to maintain competitive advantages in the evolving market landscape [26].

Core Viewpoint - The announcement of the pre-restructuring application by the controlling shareholder of Beingmate due to liquidity issues raises concerns about potential changes in company control and future development uncertainties [2][3][4]. Group 1: Company Situation - Beingmate's controlling shareholder, Zhejiang Xiaobei Demei Holdings, holds 12.28% of the company's shares, with 98.85% of these shares pledged or frozen [2]. - Despite the shareholder's financial troubles, Beingmate claims to have independent business operations and is currently functioning normally [2][4]. - The company has faced significant performance fluctuations in recent years, with a revenue of only 2.773 billion yuan in 2024, far below its historical peak of 6.1 billion yuan in 2013 [5][6]. Group 2: Industry Context - The infant formula market is experiencing increased concentration, with leading companies exerting pressure on Beingmate, which has struggled to maintain its market share [2][5]. - The market for infant formula is entering a phase of stock competition due to declining birth rates, leading to aggressive subsidy strategies from competitors like Feihe and Yili [7][8]. - Beingmate's attempts at diversification, including ventures into adult nutrition and pet food, have not yet yielded significant results, with new business contributing less than 10% of total revenue [6][7]. Group 3: Strategic Challenges - The company has faced management instability, with frequent changes in leadership affecting strategic coherence and execution [7]. - Beingmate's strategy of targeting low-profit margins to attract consumers may pose challenges in maintaining product quality and brand image [9]. - The company needs to focus on developing flagship products and enhancing market research to improve its competitive position [9].

Core Viewpoint - On August 1, the Shanghai Composite Index fell by 0.37%, with institutional investors appearing on the trading lists of 35 stocks, net buying 16 and net selling 19 [1] Group 1: Institutional Trading Activity - Institutional specialized seats were present in 35 stocks, with a total net purchase amount of 209 million yuan [1] - The stock with the highest net purchase was Tianfu Culture, which closed at the daily limit with a turnover rate of 25.38% and a transaction amount of 2.301 billion yuan, net buying 151.96 million yuan [2] - Other notable stocks included Deep Sanda A and Asia-Pacific Pharmaceutical, both closing at the daily limit with net purchases of 103.57 million yuan and 102.15 million yuan respectively [2] Group 2: Market Performance - Stocks with institutional net purchases averaged an increase of 4.27%, outperforming the Shanghai Composite Index [3] - The probability of stocks with institutional net purchases rising the next day is 46.54%, with a 39.94% chance of rising in the following three days [3] - Asia-Pacific Pharmaceutical is expected to have a net profit median of 105 million yuan, representing a year-on-year increase of 1817.74% [3] Group 3: Net Selling Activity - The stock with the highest net selling was Beifang Longchang, with a net outflow of 108.07 million yuan due to a turnover rate of 60.47% [3] - Other stocks with significant net selling included Kecuan Technology and Jinling Sports, with net outflows of 72.88 million yuan and 35.16 million yuan respectively [4][6] Group 4: Deep and Shanghai Stock Connect - On August 1, 13 stocks on the trading list had appearances from the Deep and Shanghai Stock Connect, with net purchases including Jiejia Weichuang and Bei Yinmei, totaling 172.24 million yuan and 76.40 million yuan respectively [7] - Stocks with net selling included Yidian Tianxia and Changcheng Military Industry, with net outflows of 73.59 million yuan and 47.28 million yuan respectively [7]

龙虎榜显示，买入前五合计买入4.11亿元，卖出前五合计卖出2.80亿元，净额1.31亿元。 其中，深股通专用、东方财富证券股份有限公司拉萨团结路第一证券营业部、东方财富证券股份有限公 司拉萨团结路第二证券营业部分别买入15438.70万元、5306.46万元、4530.64万元。 深股通专用、东方财富证券股份有限公司拉萨金融城南环路证券营业部、东方财富证券股份有限公司拉 萨团结路第一证券营业部分别卖出7798.50万元、4776.48万元、4214.78万元。 买入金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 深股通专用 15438.70 7798.50 7640.2 东方财 富证券股份有限公司拉萨团结路第一证券营业部 5306.46 4214.78 1091.68 东方财富证券股份有限公司拉 萨团结路第二证券营业部 4530.64 3139.90 1390.74 中信建投证券股份有限公司重庆龙山路证券营业部 4368.94 131.47 4237.47 东方财富证券股份有限公司拉萨金融城南环路证券营业部 3933.07 4776.48 -843.41 卖出金额最大的前5名营业部 买入额/万 卖出 ...

贝因美今日上涨2.09%，全天换手率38.47%，成交额32.66亿元，振幅13.23%。龙虎榜数据显示，深股通 净买入7640.23万元，营业部席位合计净买入5436.37万元。 深交所公开信息显示，当日该股因日换手率达38.47%上榜，深股通净买入7640.23万元。 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6.92亿元，其中，买入成交额为4.11亿 元，卖出成交额为2.80亿元，合计净买入1.31亿元。 贝因美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 | 深股通专用 | 15438.74 | 7798.50 | | 买二 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 5306.46 | 4214.78 | | 买三 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 4530.64 | 3139.90 | | 买四 | 中信建投证券股份有限公司重庆龙山路证券营业部 | 4368.94 | 131.47 | | 买五 | 东方 ...

证券之星消息，8月1日饮料乳品板块较上一交易日上涨0.45%，贝因美领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。饮料乳品板块个股涨跌见下表： 从资金流向上来看，当日饮料乳品板块主力资金净流入8208.22万元，游资资金净流出1.73亿元，散户资 金净流入9111.6万元。饮料乳品板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600887 | 伊利股份 | 7761.69万 | 8.13% | -6061.87万 | -6.35% | -1699.82万 | -1.78% | | 605499 | 东鹏饮料 | 7666.34万 | 13.09% | -2062.48万 | -3.52% | -5603.86万 | -9.57% | | 002570 | 贝因美 | 5384.89万 | 1.65% | -4241.84万 | ...

证券代码：002570 证券简称：贝因美 公告编号：2025-047 贝因美股份有限公司 贝因美股份有限公司 董事会 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，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"）董事会于 2025 年 7 月 31 日收到 公司董事陈玉泉先生的书面辞呈。因已达法定退休年龄，陈玉泉先生申请辞去公 司第九届董事会董事、董事会战略委员会委员的职务。辞职后，陈玉泉先生不再 担任公司及控股子公司任何职务。截至本公告披露日，陈玉泉先生未持有公司股 票，不存在应当履行而未履行的承诺事项。 陈玉泉先生原定任期至公司第九届董事会届满之日止，根据相关法律法规和 《公司章程》的规定，陈玉泉先生的辞职未导致公司董事会成员低于法定最低人 数，其辞职不会影响公司董事会的正常运行，陈玉泉先生的辞呈自送达公司董事 会之日起生效。公司将按照有关规定尽快完成董事补选工作。 陈玉泉先生在任职期间恪尽职守、勤勉尽责，为公司的可持续发展做出了重 要贡献，公司及公司董事会对陈玉泉先生任职期间的工作表示衷心感谢！ 特此公告。 ...