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]

北京商报讯（记者 孔文燮）8月5日，贝因美在互动平台表示，公司的部分婴配粉、儿童粉及成人粉产 品系列在许昌胖东来销售。 ...

证券代码：002570 证券简称：贝因美 公告编号：2025-048 贝因美股份有限公司 关于回购公司股份的进展公告 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。 贝因美股份有限公司（以下简称"公司"）于 2025 年 4 月 29 日召开的第九 届董事会第九次会议审议通过了《关于回购公司股份方案的议案》，公司拟以集 中竞价交易方式回购公司 A 股股票，用于公司未来实施的股权激励或员工持股 计划。本次回购金额不超过人民币 3 亿元（含），不低于人民币 1.5 亿元（含）， 回购价格不超过 9.06 元/股（含）。根据最高回购规模、回购价格上限测算，预 计回购股份数量为 3,311.26 万股，约占公司目前总股本的 3.07%。具体内容详见 公司于 2025 年 4 月 30 日披露于指定信息披露媒体及巨潮资讯网 （http://www.cninfo.com.cn）上的《关于回购公司股份方案暨取得股票回购专项 贷款承诺函的公告》（公告编号：2025-035）。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》的相关规定， ...

证券代码：002570 证券简称：贝因美 公告编号：2025-049 贝因美股份有限公司 关于首次回购股份的进展公告 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。 贝因美股份有限公司（以下简称"公司"）于 2025 年 4 月 29 日召开的第九 届董事会第九次会议审议通过了《关于回购公司股份方案的议案》，公司拟以集 中竞价交易方式回购公司 A 股股票，用于公司未来实施的股权激励或员工持股 计划。本次回购金额不超过人民币 3 亿元（含），不低于人民币 1.5 亿元（含）， 回购价格不超过 9.06 元/股（含）。根据最高回购规模、回购价格上限测算，预 计回购股份数量为 3,311.26 万股，约占公司目前总股本的 3.07%。具体内容详见 公司于 2025 年 4 月 30 日披露于指定信息披露媒体及巨潮资讯网 （http://www.cninfo.com.cn）上的《关于回购公司股份方案暨取得股票回购专项 贷款承诺函的公告》（公告编号：2025-035）。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关规定， ...

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].

中经记者 阎娜 孙吉正 成都报道 近日，贝因美（002570.SZ）发布公告称，其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"）因"流动性紧张，不能清偿到期债务且明显缺乏清偿能力"，已向金华市中级人民法院提交预重 整申请。法院已正式裁定受理这一申请。 据公告，小贝大美控股持有贝因美12.28%的股份，其中98.85%处于质押或冻结状态。小贝大美控股重 整进展可能导致其在公司的股东权益发生变化，进而可能导致公司控制权发生变动。 贝因美方面表示，"公司具有独立完整的业务及自主经营能力，目前经营情况正常。" 贝因美在公告中强调，公司具有独立完整的业务及自主经营能力，目前生产经营正常。但值得注意的 是，小贝大美控股实控人谢宏同时担任贝因美董事长兼总经理；小贝大美控股总经理李晓京亦是贝因美 董事，存在交叉管理。 贝因美曾是国产奶粉行业的标杆企业，2011年上市时被称为"国产奶粉第一股"，但近年来贝因美业绩波 动较大，叠加婴幼儿配方奶粉市场集中度不断提升的行业趋势，使其面临来自头部企业的强力挤压。虽 然贝因美近年来积极尝试通过多元化转型寻求突破，但新业务尚未形成规模效应，而此次控股股东陷入 债务危机，无疑 ...

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]

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 ...

作者：智投君 深股通专用、国泰海通证券股份有限公司宜昌沿江大道证券营业部、开源证券股份有限公司西安西大街 证券营业部分别卖出12168.70万元、6506.75万元、5880.25万元。 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 8115.75 12168.70 -4052.95 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 4910.42 3532.62 1377.8 东方财富证券股份有限公司 拉萨东环路第二证券营业部 4900.52 3643.62 1256.9 东方财富证券股份有限公司拉萨团结路第一证券营 业部 4698.13 3525.56 1172.57 东方财富证券股份有限公司拉萨东环路第一证券营业部 4510.57 2967.97 1542.6 卖出金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 深股通专用 8115.75 12168.70 -4052.95 国泰海通证券股份有限公司宜昌沿江大道证券营业部 1074.94 6506.75 -5431.81 开源证券股份有限公司 西安西大街证券营业部 37.75 5880.25 -5842.5 国泰 ...

| 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 ...