Core Viewpoint - The company Beiyinmei is leveraging the Spring Festival travel season by promoting its three major brands through high-speed train naming, aiming to connect with families and promote health for children during this significant travel period [1][3]. Group 1: Brand Promotion and Marketing - Beiyinmei's three brands, Keruixin, Aijia, and Hongai, are featured on high-speed trains across China's extensive rail network, showcasing their range of infant and child nutrition products [1][3]. - The high-speed train campaign is designed to deliver health messages to millions of travelers, emphasizing the importance of child nutrition as families reunite for the New Year [3][4]. Group 2: Product Features and Benefits - Hongai is recognized as a leading brand in the child nutrition sector, focusing on essential nutrients for children over three years old, promoting growth and development [7]. - Aijia milk powder has been awarded for its quality and is noted for being the first in China to incorporate lactoferrin in infant formula, providing triple protection for children during critical growth periods [10]. - Keruixin emphasizes a gentle, easily digestible formula with probiotics and patented ingredients to enhance nutrient absorption, supporting healthy growth for infants [13]. Group 3: Consumer Engagement and Experience - The collaboration with Alipay for a promotional event on the high-speed trains allows passengers to receive discounts, enhancing customer engagement and brand interaction [4]. - The high-speed train initiative is positioned as a way to not only facilitate travel but also to create memorable experiences for families, reinforcing the brand's commitment to child health and well-being [11][15].

当前，国货消费已从"情怀驱动"转向"品质驱动"，贝因美的此次入选，正是对"国货品牌需以实力赢市 场"的生动诠释。未来，随着其在特医食品、成人营养等细分赛道的进一步布局，以及全品类矩阵的持 续完善，这家拥有34年历史的国产母婴龙头，有望在国货崛起浪潮中持续释放成长潜力，为母婴行业乃 至整个国货赛道的高质量发展注入更多动能。 风险提示：以上内容为广告推广信息，该内容信息和准确性由提供消息原单位或组织独立承担完全责 任！ 从业务布局来看，贝因美的成长韧性源于"核心品类深耕+新赛道拓展"的双轮驱动。在核心奶粉业务 上，其凭借30余年母乳研究积淀与全产业链品控能力，稳居国产奶粉市占率前四，爱加、可睿欣、菁爱 三大系列分别覆盖"免疫需求""低敏需求""高性价比需求"，形成差异化产品矩阵;而在新赛道拓展中， 其"母婴生态、全家营养"战略成效显著：2024年米粉类收入同比激增111.09%，纸尿裤占用品类营收超 50%，2025年初推出的医护级湿巾、纸巾在抖音、拼多多等平台月销跻身全网前四，多款单品销售额破 百万，母婴小家电如消毒器、温奶器也逐步形成场景互补，实现从"奶粉供应商"到"全品类母婴服务 商"的跨越。 效率提升与价 ...

从行业价值来看，贝因美的此次荣誉为国产母婴品牌提供了"口碑突围"的参考路径。当前婴幼儿奶粉市 场已从"规模竞争"转向"价值竞争"，消费者对"基础营养"的关注逐步升级为"配方科学性、溯源透明 度"，贝因美的实践，恰好契合这一趋势。 未来，随着消费理性化趋势加剧，"用户推荐"将成为品牌竞争的核心壁垒。贝因美持续深化"货真价 实"战略，不仅能进一步巩固自身在婴幼儿奶粉赛道的优势，更将为国产母婴品牌树立"以口碑赢市 场"的标杆，推动行业从"产品比拼"向"价值深耕"迈进。 近日，品牌评级权威机构Chnbrand正式发布2026年（第十二届）中国顾客推荐度指数（C-NPS）报告。 在竞争激烈的婴幼儿奶粉品类中，国产母婴龙头贝因美（002570.SZ）凭借强劲的用户推荐意愿，荣 登"顾客最推荐品牌"榜单，这一荣誉不仅是消费者对其产品力的直接认可，更印证了其34年品牌积淀 下"货真价实"战略的深度落地。 作为中国首个顾客推荐度评价体系，C-NPS的权威性源于其科学严谨的调研逻辑：2026年调查覆盖全国 100+城市，针对15-64岁常住居民按性别、年龄、收入进行随机抽样，总样本量超256.2万个，覆盖170 个细分行业、1万 ...

证券代码：002570 证券简称：贝因美 公告编号：2026-014 贝因美股份有限公司 关于控股股东预重整公开招募投资人的公告 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。 重要提示： 1、截至本公告披露日，公司控股股东浙江小贝大美控股有限公司（以下简 称"小贝大美控股"）共持有公司股份 132,629,471 股，占公司总股本的 12.28%。 其中，被质押或冻结的股份数量为 131,105,171 股，占其所持股份比例为 98.85%。 浙江省金华市中级人民法院（以下简称"金华中院"）已裁定受理小贝大美控股 前期提出的预重整申请，其第一次债权人会议已表决通过《浙江小贝大美控股有 限公司预重整方案》，小贝大美控股后续实施重整，可能导致其在公司的股东权 益发生变动。 2、公司具有独立完整的业务及自主经营能力，在业务、人员、资产、机构、 财务等方面与控股股东相互独立。小贝大美控股的上述事项不会对公司日常生产 经营产生重大影响。公司的生产经营情况正常。 贝因美股份有限公司（以下简称"公司"或"贝因美"）今日通过全国企业 破产重整案件信息网查询获悉：小贝大美控股 ...

Group 1 - The core viewpoint of the news is that Beiyinmei's stock performance and financial metrics indicate a mixed outlook, with a slight increase in stock price but a decrease in revenue year-over-year [1][2] - On February 3, Beiyinmei's stock rose by 0.66%, with a trading volume of 115 million yuan, and a net financing buy of -1.50 million yuan, indicating a low financing balance compared to historical levels [1] - As of September 30, 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] Group 2 - The company has a total of 147,900 shareholders as of September 30, which is an increase of 3.24% from the previous period [2] - The main business revenue composition of Beiyinmei includes 89.20% from milk powder, 4.69% from other supplements, 3.54% from rice cereal, and 1.71% from other products [1] - The company has cumulatively distributed 9.61 billion yuan in dividends since its A-share listing, but has not distributed any dividends in the last three years [2]

Core Viewpoint - The announcement from Beiyinmei reveals that its controlling shareholder, Zhejiang Xiaobei Damei Holdings, has passed a pre-restructuring plan, indicating potential changes in control and future uncertainties for the company [1][2]. Group 1: Restructuring and Control Changes - The pre-restructuring plan was approved by specific creditor groups, allowing for the continuation of restructuring efforts, although the success of the restructuring remains uncertain [2][8]. - The restructuring aims to help the company recover by introducing strategic investors and debt swaps, with the approval signaling initial support from creditors for the proposed restructuring path [2][8]. - The potential change in control may lead to new development strategies and personnel arrangements, but the management's primary responsibility will be to maintain operational stability [3][7]. Group 2: Financial Challenges and Historical Context - Xiaobei Damei Holdings holds 12.28% of Beiyinmei's total shares, with 98.85% of these shares pledged or frozen, highlighting a precarious equity situation [3][4]. - Beiyinmei, once a leader in the domestic milk powder industry, has seen a significant decline in revenue from 61.17 billion in 2013 to 24.91 billion in 2018, with substantial losses totaling over 1.8 billion during 2016-2017 [4][5]. - The company's financial imbalance has been a long-term issue, exacerbated by aggressive credit policies that increased accounts receivable from 425 million in 2014 to 1.363 billion in 2015, leading to severe cash flow issues [4][5]. Group 3: Market Concerns and Future Outlook - Concerns are rising regarding the impact of the controlling shareholder's restructuring on the stability of the management and the strategic coherence of Beiyinmei, especially during its transformation phase [6][7]. - Despite the ongoing challenges, Beiyinmei has emphasized that its production and operational status remain normal, and the restructuring will not significantly affect daily operations [7][8]. - The approval of the pre-restructuring plan opens a new chapter in the debt crisis narrative, but the outcome of the formal restructuring process and its implications for control and strategy remain uncertain [8].

Core Viewpoint - The announcement from Beiyinmei reveals that its controlling shareholder, Zhejiang Xiaobei Damei Holdings, has passed a creditor meeting vote for its pre-restructuring plan, indicating potential changes in control for the company, which was once a leader in the domestic milk powder industry [1][3]. Group 1: Restructuring Process - The pre-restructuring plan was approved by specific creditor groups, including secured creditors, general creditors, and investors, which is a preliminary step towards formal restructuring [3]. - The restructuring aims to help the struggling company recover by introducing strategic investors and debt swaps, with the approval signaling initial support from creditors for the proposed restructuring path [4][8]. - The success of the restructuring remains uncertain, as it depends on various factors, including court acceptance and execution of the restructuring plan [8]. Group 2: Financial Challenges - Xiaobei Damei Holdings holds 12.28% of Beiyinmei's total shares, with 98.85% of these shares pledged or frozen, highlighting a precarious financial situation [5]. - Beiyinmei's revenue has significantly declined from 61.17 billion in 2013 to 24.91 billion in 2018, with substantial losses recorded in 2016 and 2017, leading to a "ST Beiyinmei" designation due to delisting risk [5][6]. - The company's debt crisis has been a result of a decade-long financial imbalance, exacerbated by aggressive credit policies that increased accounts receivable dramatically [6]. Group 3: Future Outlook - The potential change in control due to the restructuring raises concerns about the stability of the management and strategic continuity during a critical transformation period for Beiyinmei [7]. - Despite the challenges, Beiyinmei has maintained that its operations are normal and that the restructuring process will not significantly impact daily operations [7]. - The outcome of the restructuring could influence the competitive landscape of the domestic milk powder industry, with various stakeholders potentially vying for control [8].

Focus Events - Spot gold and silver prices ended a three-day decline, with London gold rising by 2.24% to $4,763.63 per ounce and London silver increasing by 4.17% to $82.43 per ounce [1] - Chip导科技 released its 2025 annual report, reporting revenue of 394 million yuan, a year-on-year increase of 11.52%, and a net profit attributable to shareholders of 106 million yuan, a year-on-year decrease of 4.91% [1] Industry Dynamics - Multiple institutions remain optimistic about the future of gold, with Guotai Junan predicting that gold prices could reach $6,000 per ounce in 2026 due to ongoing monetary system restructuring and central bank purchases [10] - Morgan Stanley raised its gold price forecast for the end of 2026 from $5,400 to $6,300 per ounce, citing sustained demand from central banks and investors [11] - Yuguang Jin铅 mentioned that fluctuations in silver prices have a complex impact on its profit margins due to the dynamic nature of raw material pricing [18] Policy and Regulation - The State Taxation Administration announced adjustments to VAT tax declaration matters, optimizing the reporting scope for general taxpayers and small-scale taxpayers [8] - The Ministry of Industry and Information Technology issued a mandatory national standard for automotive door handle safety, effective January 1, 2027, to enhance vehicle safety [12] Corporate Actions - Shanghai has initiated a project to acquire second-hand housing for affordable rental housing, focusing on matching housing types with talent needs [15] - Beiyinmei announced that its controlling shareholder's pre-restructuring plan was approved by the creditors' meeting, which may lead to changes in shareholder equity and control [21] - Midea Group reported a total expenditure of 1.998 billion yuan for repurchasing 0.35% of its shares [25]

格隆汇2月2日丨贝因美（维权）(002570.SZ)公布，截至2026年1月31日，公司通过股份回购专用证券账 户以集中竞价交易方式累计回购公司股份20,305,754股，占公司总股本的1.8801%，最高成交价为7.21 元/股，最低成交价为6.01元/股，成交总金额为127,529,298.92元（不含交易费用）。 ...

以下是第一财经对一些重要公告的汇总，供投资者参考。 ST开元公告称，公司预计2025年度经审计的期末净资产为负值，根据《深圳证券交易所创业板股票上 市规则》，在披露2025年年度报告后，公司股票交易可能被深圳证券交易所实施退市风险警示。 长飞光纤：全球光纤光缆行业市场环境正常 与数据中心相关的新型产品占需求总量的比例较小 长飞光纤发布异动公告，公司注意到近期市场对电信市场光纤光缆产品供需结构和价格波动，及算力数 据中心相关产品关注度较高。当前全球光纤光缆行业市场环境正常，产品单价波动对公司未来业绩的影 响需结合未来市场环境及公司业务情况进行综合判断。而与数据中心相关的新型产品占全球光纤光缆市 场需求总量的比例较小，敬请广大投资者注意投资风险，理性决策，审慎投资。 2连板利通电子：液冷产品研发尚处于前期探讨阶段 无星云算力调度平台、马来西亚波德申AI数据中心 项目 利通电子发布异动公告，关于网传的"液冷技术突破:自研浸没式液冷模组适配英伟达H100/B100芯片， PUE值低至1.09，运维成本下降42%。"、"利通电子拥有自研的液冷技术（PUE值低于行业平均），能 帮助解决数据中心高能耗的痛点，提升资源利用率 ...