Group 1 - The core point of the article is the introduction of a new childcare subsidy policy in China, effective from January 1, 2025, aimed at families with children under three years old [1] - Following the announcement, A-share infant and child concept stocks experienced a significant rise, with 124 out of 150 stocks in this sector closing higher between July 29 and 31, 2023 [1] - Notably, 12 stocks, including Beiyinmei and Sunshine Dairy, saw three consecutive days of closing increases, with Sunshine Dairy hitting the daily limit and its total market value increasing by approximately 1.274 billion yuan [1] Group 2 - Analysts from Xinyi Securities noted that the cash subsidy will enhance disposable income for families, directly benefiting the consumption scale of infant formula [1] - Dongguan Securities analysts indicated that the price of raw milk has been declining, and with steady capacity reduction and ongoing inventory digestion, the oversupply situation of raw milk is expected to improve [1] - The demand side is anticipated to benefit from the childcare subsidy policy, which may enhance population improvement expectations and subsequently increase dairy product demand, optimizing the supply-demand structure in the dairy industry [1]

7月31日，上证指数下跌1.18%，深证成指下跌1.73%，创业板指下跌1.66%。盘后龙虎榜数据显示，共 有50只个股因当日异动登上龙虎榜，资金净流入最多的是诺德股份（600110.SH），达4.23亿元。 据21投资通智能监测，26只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及16只。 4.23亿资金抢筹诺德股份，1.98亿资金出逃亚太药业 50只上榜的龙虎榜个股中，31只个股被净买入，19只个股被净卖出。其中，资金净买入最多的是诺德股 份，达4.23亿元，占总成交金额的22.01%。诺德股份当日收盘上涨10.02%，换手率为17.98%。 而龙虎榜中资金净流出最多的是亚太药业（002370.SZ），被净卖出为1.98亿元，占总成交金额的 10.06%。亚太药业收盘下跌6.14%，换手率为37.4%。 机构净卖出的个股中，金额最多的是东芯股份（688110.SH），当日收盘上涨19.99%，换手率为 7.22%。 北向资金净买入11股，净卖出5股 7月31日，北向资金参与龙虎榜中的个股共有16只，合计净买入7.96亿元。其中沪股通净买入6 股，净卖 出2 股，合计净买入6.2亿元；深股通净 ...

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！ 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 关于公司非独立董事辞职的公告 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。 特此公告。 贝因美股份有限公司 董事会 2025 年 8 月 1 ...

贝因美公告，公司董事会于2025年7月31日收到董事陈玉泉的书面辞呈。陈玉泉因达法定退休年龄，辞 去公司第九届董事会董事及董事会战略委员会委员职务。辞职后，陈玉泉不再担任公司及控股子公司任 何职务。公司将尽快完成董事补选工作。 ...

Group 1 - On July 31, Beiningmei's stock rose by 3.52%, reaching a turnover rate of 20%, with notable selling from well-known speculators [1] - The top five buying entities collectively purchased 288 million yuan, while the top five selling entities sold 474 million yuan, resulting in a net outflow of 185 million yuan [1] - Major buyers included the Shenzhen Stock Connect, Dongfang Caifu Securities Co., Ltd. Lhasa Financial City South Ring Road Securities Business Department, and Dongfang Caifu Securities Co., Ltd. Lhasa East Ring Road Second Securities Business Department, with purchases of 81.16 million yuan, 49.10 million yuan, and 49.01 million yuan respectively [1] Group 2 - The largest buying entities had the following net amounts: Shenzhen Stock Connect -40.53 million yuan, Dongfang Caifu Securities Lhasa Financial City South Ring Road -13.78 million yuan, and Dongfang Caifu Securities Lhasa East Ring Road Second -12.57 million yuan [2] - The largest selling entities included Shenzhen Stock Connect with a net outflow of -40.53 million yuan, Guotai Junan Securities Co., Ltd. Yichang Riverside Avenue Securities Business Department with -54.32 million yuan, and Kaiyuan Securities Co., Ltd. Xi'an West Street Securities Business Department with -58.42 million yuan [2]

贝因美今日上涨3.52%，全天换手率46.20%，成交额38.51亿元，振幅11.31%。龙虎榜数据显示，深股通 净卖出4052.91万元，营业部席位合计净卖出1.45亿元。 资金流向方面，今日该股主力资金净流出4.43亿元，其中，特大单净流出3.24亿元，大单资金净流出 1.19亿元。近5日主力资金净流出4.94亿元。 融资融券数据显示，该股最新（7月30日）两融余额为4.23亿元，其中，融资余额为4.23亿元，融券余额 为0.15万元。近5日融资余额合计增加1053.42万元，增幅为2.55%，融券余额合计增加226.00元，增幅 18.05%。（数据宝） 贝因美7月31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 | 8115.75 | 12168.66 | | 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 | 4910.42 | 3532.62 | | | 部 | | | | 买三 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 ...

格隆汇7月31日｜贝因美(002570)(002570.SZ)今日涨3.52%，换手率46.2%，成交额38.51亿元。龙虎榜数 据显示，深股通买入8116万元，卖出1.22亿元，净卖出4053万元；游资"消闲派"位列卖二席位，净卖出 5432万元；"量化打板"位列卖三席位，净卖出5843万元。上榜席位全天买入2.88亿元，卖出4.74亿元， 合计净卖出1.85亿元。(格隆汇) | 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | 卖出金额(万) | 占总成交比例 | 净额(万)0 | | 1 | 深殿通专用 | 508次 46.06% | 0 | 8115.75 | 2.11% | 12168.66 | 3.16% | -4052.91 | | 2 | 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 | 748次 31.55% | ▶ | 4910.42 | rel 1.28% | 3532 62 | 0. ...

Group 1 - The core viewpoint of the article highlights the positive market performance of Beiyinmei, with its stock price rising by 3.52% to 7.65 yuan as of July 31, and a trading volume of 3.851 billion yuan, indicating strong investor interest [1] - Beiyinmei operates in the food and beverage industry, focusing on the research, production, and sales of infant food and parent-child products, and is headquartered in Hangzhou, established in 1992 [1] - The Ministry of Finance announced the establishment of a "Childcare Subsidy Fund," with an initial budget of approximately 90 billion yuan for this year, which is closely related to Beiyinmei's main business [1] Group 2 - On July 31, Beiyinmei experienced a net outflow of 455 million yuan in main funds, accounting for 5.5% of its market capitalization, while the financing balance decreased by 4.01% to 423 million yuan compared to the previous day [1]

| 买入金额最大的前5名 | | | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | 1 | 深股通专用 | 508次 46.06% | 9 | 8115.75 | 2.11% | | 2 | 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 | 748次 31.55% | A | 4910.42 | 1.28% | | 3 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 918次 31.15% | ▲ | 4900.52 | 1.27% | | 4 | 东方财富证券股份有限公司拉萨团结路第一 和三如松三 | 854次 31.62% | ▲ | 4698.13 | 1.22% | | 5 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | 484次 26.86% | A | 4510.57 | 1.17% | | | 卖出金额最大的前5名 | | | | | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | 1 | 深股通专用 | 50 ...

Group 1 - The main focus of the article is on the significant outflow of capital from the top 20 stocks as of July 31, with specific amounts listed for each company [1][2] - The stocks with the highest capital outflow include Baosteel Co., Ltd. (-1.548 billion), Yangtze Power (-1.354 billion), and Dongfang Fortune (-1.140 billion) [1] - Other notable companies experiencing capital outflow are Northern Rare Earth (-1.011 billion), CATL (-0.942 billion), and Kweichow Moutai (-0.771 billion) [1] Group 2 - The article provides a detailed list of companies with their respective capital outflow amounts, indicating a trend of investors pulling back from these stocks [1] - The total outflow from the listed companies reflects a broader market sentiment that may impact future investment strategies [1]