证券代码：002570 证券简称：贝因美 编号：20190916 号 1 贝因美婴童食品股份有限公司 投资者关系活动记录表 | --- | --- | --- | |----------------|---------------------------------------------------|-------------------------| | | □ 特定对象调研 □分析师会议 | | | 投资者关系活动 | □ 媒体采访 ■业绩说明会 | | | 类别 | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ 其他 （请文字说明其他活动内容） | | | | 浙江亿方博投资发展有限公司 | 闫亚洲 | | | 上海仙翎投资管理合伙企业 | 李鑫 | | | 浙江洋哲晨资产管理有限公司 | 付俊荣 | | | 明悦（杭州）资产管理有限公司 | 王菊明 | | | 浙江省发展资产经营有限公司 | 徐璐 | | | 百咖金创 杨玲莹 | | | | 杭州众心投资管理 | | | | 惟像资本 赵科伟 | | | | 杭州玖龙资产管理有限公司 | 洪岩 | | | 杭州秉怀资 ...

1 证券代码：002570 证券简称：*ST 因美 贝因美婴童食品股份有限公司 投资者关系活动记录表 编号：20180718 号 | --- | --- | --- | |----------------|---------------------|----------------------------| | | | ■特定对象调研 □分析师会议 | | 投资者关系活动 | | □媒体采访 □业绩说明会 | | 类别 | | □新闻发布会 □路演活动 | | | □现场参观 | | | | □其他 | （请文字说明其他活动内容） | | | 国金证券 申晟 | | | | 国海证券 | 李鑫鑫 | | | 申万宏源 张喆 | | | | 申万宏源 | 毕晓静 | | | 太保资管 | 郭骁勇 | | | 腾跃基金 陈栋 | | | | 亚商投资 丁闻 | | | | 中银证券 | 王兴伟 | | | 平安证券 刘彪 | | | | 平安证券 | 易佳平 | | | 中泰证券 赵雯 | | | | 银河基金 | 施文琪 | | 参与单位名称及 | 万家基金 王琴 | | | 人员姓名 | 杭州炬元资产 | 刘 ...

Group 1: Company Strategy and Market Positioning - Beiyinmei positions itself as a "parenting expert and parent consultant," focusing on user needs and expanding its market boundaries within the maternal and infant ecosystem [3] - The company has a core business in infant formula and plans to expand into other areas such as maternal and infant food, products, services, and education [3] - Beiyinmei has unique advantages in the industry, including a solid industrial foundation, extensive data assets, strong R&D capabilities, and valuable content and brand resources [3] Group 2: Digital Transformation and Marketing - The company is undergoing digital transformation, emphasizing data-driven marketing and consumer-centric approaches [3][4] - A data marketing system is being established, utilizing over 1,000 indicators to create a comprehensive data asset system for new retail operations [3] - The integration of a precise marketing system aims to digitize business actions and enhance the relationship management network between headquarters and regional operations [3][4] Group 3: Competitive Advantages and Innovations - Beiyinmei prioritizes consumer needs in its design and development processes, differentiating itself from competitors [4] - The company has invested in tracking and tracing systems and was an early adopter of blockchain technology to enhance product quality and safety [4] - The first phase of the data platform's business system construction has been completed, with ongoing training and practical applications to replicate successful models [4] Group 4: Future Goals and Operational Efficiency - The company aims to improve operational efficiency by focusing on new retail scenarios and popular product categories [4] - Plans include implementing a comprehensive service system to enhance customer engagement and support sales staff in managing customer relationships [4]

编号：20210004 号 证券代码：002570 证券简称：贝因美 贝因美股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|-------------------------------------|------------------------------------------------------------------| | | | | | | □特定对象调研 | ■分析师会议 | | | □媒体采访 □业绩说明会 | | | 投资者关系活动 类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 | （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | 安信证券研究中心 安信证券研究中心 | 首席食品饮料行业分析师 苏铖 食品饮料行业分析师 张馨予 | | 时间 2021 | 年 6 月 24 日 | 09:30 | | 地点 | 贝因美大厦会议室 | | | 上市公司接待人 | 董事会秘书 李志容 | | | 员姓名 | 经营策略师 刘文春 | | | | | 【李志容 ...

编号：20210003 号 证券代码：002570 证券简称：贝因美 贝因美股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------------|-------------------------------------|----------------------------------------------------------------------| | | □特定对象调研 | ■分析师会议 | | | | □媒体采访 □业绩说明会 | | 投资者关系活动 类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 | （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | 信达证券，食品饮料分析师，马铮 | | | 时间 2021 | 年 6 月 11 日 | 11:00-12:00 | | | 地点 贝因美大厦会议室电话会议 | | | | 董事会秘书 李志容 | | | 上市公司接待人 员姓名 | 策略师 刘文春 证券事务代表 黄鹂 | | | | | 【李志容女士介绍了公司的战略发展思 ...

编号：20210002 号 证券代码：002570 证券简称：贝因美 贝因美股份有限公司 投资者关系活动记录表 | --- | --- | --- | |---------------------|------------------------------------------------------------------------------|------------------------------------------------| | | | | | | □特定对象调研 | ■分析师会议 | | | □媒体采访 □业绩说明会 | | | 投资者关系活 动类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 | （请文字说明其他活动内容） | | | | Citigroup Global Market, Jane Guo\Tiffany Feng | | | Southern Fund, Kang | Shao | | | Janus Henderson Investors, May Ling | Wee | | | Blackrock, YiTay Hui ...

证券代码：002570 证券简称：贝因美 编号：20210006 号 贝因美股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------- ...

编号：20210005 号 证券代码：002570 证券简称：贝因美 贝因美股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------| | | | | | | □特定对象调研 ■分析师会议 | | | | □媒体采访 □业绩说明会 | | | 投资者关系活动 类别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | □其他 （请文字说明其他活动内容） | | | | 浙商证券食品饮料分析师 | 孙天一 | | 参与单位名称及 人员姓名 | 浙商证券 食品饮料分析师 中信建投 食品饮料分析师 ...

证券代码：002570 证券简称：贝因美 贝因美股份有限公司 投资者关系活动记录表 编号：20210008 号 | --- | --- | --- | |---------------------|---------------------------|-------------------------------------------------------------------------------| | | | | | | □特定对象调研 | ■分析师会议 | | | | □媒体采访 □业绩说明会 | | 投资者关系活动 类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 | （请文字说明其他活动内容） | | 参与单位名称及 | 马铮 信达证券食品饮料行业 | 首席分析师 | | 人员姓名 | 程丽丽 | 信达证券食品饮料行业 研究员 | | | 苏香 摩根士丹利华鑫基金 | 助理研究员 | | 时间 2021 | 年 11 月 23 日 | 16:00 | | 地点 电话会议 | | | | 上市公司接待人 | 董事会秘书 李志容 | | | 员姓名 | 经 ...

Financial Performance - In 2021, the company achieved a revenue of 2.54 billion CNY, a decrease of 4.71% compared to 2020 [3] - The net profit attributable to shareholders was 73.31 million CNY, an increase of 122.61% from 2020 [3] - In Q1 2022, the company reported a revenue of 814 million CNY, a growth of 43.68% year-on-year [3] - The net profit attributable to shareholders in Q1 2022 was 20.13 million CNY, up by 38.45% compared to the same period last year [3] - Operating cash flow net amount reached 246.74 million CNY, an increase of 713.34% year-on-year [3] Company Strategy and Innovation - The company focuses on enhancing channel strength, consolidating existing markets, and expanding new markets to improve performance [3] - The founder's return as general manager has led to comprehensive reforms and innovations within the company [3] - The company is committed to maintaining its core competitive advantages in R&D, product quality, and brand management [4] Industry Outlook - The maternal and infant industry is characterized by high safety standards and strong consumer demand, with expectations of a rebound in birth rates post-pandemic [4] - New national standards and trends are expected to provide structural growth opportunities for domestic brands [4] Product Development and Compliance - The company has submitted 15 series of 45 infant formula registrations in compliance with new national standards [4] - Product innovation focuses on high-quality raw materials, advanced processes, and scientific formulations [4] Impact of COVID-19 - The pandemic has led to increased recognition of domestic brands and a shift in consumer preferences towards local products [5] - The company has been designated as a key supplier during the pandemic, contributing to public health efforts [5] - Post-pandemic, the company aims to leverage increased consumer focus on health and immunity to enhance its market position [5]