登录新浪财经APP 搜索【信披】查看更多考评等级 2025年4月16日晚间，A股"奶粉第一股"贝因美（002570.SZ）发布公告称，公司及相关人员、控股股东 贝因美集团收到浙江证监局下发的行政监管措施决定书。这份警示函直指公司存在的三大问题——收入 确认不合规、控股股东非经营性资金占用及财务资助事项未及时披露，董事长兼总经理谢宏、董事会秘 书兼财务总监金志强等多名现任及时任高管被点名追责。值得注意的是，就在监管披露当日，贝因美股 价尾盘再度涨停，近7个交易日已斩获5个涨停板，年内涨幅超七成，市值攀升至近80亿元。 财务信披不实与股东占资成焦点 浙江证监局现场检查发现，贝因美收入确认方式不符合企业会计准则，导致定期财务报告准确性存疑。 这一问题直接指向公司财务管理的核心环节，可能影响投资者对业绩真实性的判断。更为严重的是，控 股股东贝因美集团在2021年、2022年分别非经营性占用上市公司资金3091.66万元和1693.55万元，尽管 资金在当年内归还，但暴露出公司内控失效及大股东滥用控制权的风险。此外，公司对广西全安圣企业 管理有限公司的财务资助事项未履行审议及披露程序，进一步暴露了信披机制的疏漏。 基于 ...

乳业股盘初低迷，贝因美（002570）跌超9%，西部牧业（300106）、品渥食品（300892）、熊猫乳品 （300898）、骑士乳业、一鸣食品（605179）等跟跌。 暗盘资金正涌入这些股票，点击速看>>> ...

Group 1 - The majority of A-share dairy stocks opened lower, with Beiyinmei dropping over 9% [1] - Xibu Muye fell more than 6%, while other companies like Pinwo Foods and Yiming Foods also experienced declines [1]

Group 1 - Federal Reserve Chairman Powell warns against expecting interest rate cuts, emphasizing the priority of controlling inflation over supporting economic growth, with a forecast of slowing U.S. economic growth [2] - California becomes the first state to sue the Trump administration over its tariff policies, criticizing the administration for causing significant economic disruption [7] - The U.S. Department of Commerce imposes new export licensing requirements on NVIDIA and AMD for AI chips exported to China, with NVIDIA estimating a $5.5 billion cost and AMD projecting up to $800 million in expenses due to these restrictions [9] Group 2 - Major U.S. stock indices suffered significant declines, with the Nasdaq down 3.07%, the Dow Jones down 1.73%, and the S&P 500 down 2.24%, largely driven by losses in large tech stocks [3][4] - Notable declines in tech stocks included NVIDIA down 6.87%, Tesla down 4.94%, and Apple down 3.89%, leading to substantial market capitalization losses [3][4] - Chinese concept stocks also faced declines, with JD.com and Xpeng Motors both dropping over 5%, and Alibaba down over 4% [3] Group 3 - TSMC is expected to raise prices by 30% due to increased orders from U.S. tech giants like Apple, AMD, and NVIDIA, as they seek to mitigate the impact of upcoming semiconductor tariffs [11] - ASML reported Q1 orders of €3.94 billion, below the expected €4.82 billion, and projected Q2 net sales between €7.2 billion and €7.7 billion, indicating a potential slowdown in demand [12] - Tesla's production plans for its Cybercab and Semi truck have been disrupted due to increased tariffs on components imported from China, affecting its supply chain [13]

4月16日晚间，"国产奶粉第一股"贝因美（002570.SZ）发布公告称，公司及相关人员、控股股东于近日 收到浙江证监局下发的行政监管措施决定书。 浙江证监局在现场检查中发现贝因美存在以下问题： 一是公司收入确认不符合企业会计准则，上述事项导致公司定期财务报告披露不准确； 二 是公司控股股东贝因美集团存在非经营性资金占用情形，控股股东2021年和2022年分别占用 公司资金3091.66万元和1693.55万元，上述资金在当年内归还公司； 三是公司对广西全安圣 企业管理有限公司的财务资助事项未及时审议并披露。浙江证监局决定对贝因美及相关人 员、贝因美集团分别采取出具警示函的监督管理措施。 浙江证监局认为，贝因美上述行为违反了相关法律法规，决定对董事长兼总经理谢宏、董事会秘书兼财 务总监金志强、时任财务总监陈滨、时任董事会秘书李志容等人分别采取出具警示函的监督管理措施， 并记入证券期货市场诚信档案。 值得注意的是，贝因美股价近期大幅向上波动，3月14日至18日实现三连板，4月8日至4月16日，实现7 天5板。而去年8月贝因美股价尚在2元/股左右徘徊，至今已涨至7.30元/股。 今日发布的龙虎榜显示，买入前五合计 ...

今日焦点7天5板贝因美：收到浙江证监局行政监管措施决定书 7天5板贝因美公告称，公司及相关人员、控股股东收到浙江证监局下发的行政监管措施决定书。主要问 题包括：公司收入确认不符合企业会计准则，导致定期财务报告披露不准确；公司控股股东贝因美集团 有限公司存在非经营性资金占用情形，2021年和2022年分别占用公司资金3091.66万元和1693.55万元； 公司对广西全安圣企业管理有限公司的财务资助事项未及时审议并披露。浙江证监局决定对公司及相关 人员、控股股东分别采取出具警示函的监督管理措施，并记入证券期货市场诚信档案。公司及相关责任 人员、控股股东已积极按照相关法律法规要求认真总结、整改。 宏景科技：签署2.35亿元算力组网集成服务合同 宏景科技公告称，公司与Y公司经友好协商，于近日签署了《项目集成服务合同》，由公司按照Y公司 要求向Y公司提供算力组网集成服务，合同总金额为2.35亿元（含税）。公司通过高速网络将分散的计 算资源连接起来，形成统一的、可弹性调度的计算能力池，以支持客户的高性能计算、人工智能训练、 大数据分析等任务，帮助客户实现算力的高效聚合、协同共享，突破单机算力限制，提升资源利用率。 城地 ...

Group 1: Stock Buybacks and Loans - Goer Group announced a stock buyback plan of 500 million to 1 billion yuan for employee stock ownership or equity incentive plans, and received a loan commitment of 860 million yuan from China Construction Bank for this purpose [1] - China Railway received a loan commitment of up to 1.6 billion yuan from Industrial and Commercial Bank of China for stock buyback, specifically for repurchasing A-shares [2] - Yapu Co. plans to repurchase shares with an amount between 100 million to 200 million yuan, with a maximum repurchase price of 24.36 yuan per share [18] - Yongguan New Materials intends to repurchase shares with an amount between 30 million to 50 million yuan, with a maximum price of 20.50 yuan per share [19] Group 2: Acquisitions - Guangyun Technology plans to acquire 100% of Yilian Infinite for a cash consideration not exceeding 650 million yuan, focusing on network equipment sales in BRICS and Belt and Road countries [3] - Jiulian Technology is planning to acquire 51% of Chengdu Nengtong Technology, which is involved in military radar and electronic countermeasures, indicating a significant asset restructuring [4] - Zijin Mining completed the acquisition of 100% equity in Newmont Corporation's Akyem gold mine in Ghana, which had a revenue of 574 million USD and a net profit of 128 million USD in 2023 [6] Group 3: Financial Performance - Xiaocheng Technology reported a net profit of 46.55 million yuan for 2024, reversing a loss from the previous year, with a revenue increase of 47.71% [14] - Zongshen Power expects a net profit of 204 million to 240 million yuan for Q1 2025, representing a year-on-year increase of 70% to 100% [15] - Maoshuo Power reported a net profit of 598,000 yuan for Q1 2025, a significant decline of 95% year-on-year [16] Group 4: Regulatory and Market Updates - ST Pengbo's stock closed at 0.98 yuan, below the 1 yuan threshold, which may lead to delisting if it remains below this price for 20 consecutive trading days [5] - ST Hanma announced the removal of delisting risk warnings, changing its stock name to Hanma Technology, and increasing the daily price fluctuation limit from 5% to 10% [7] - Beiyinmei received an administrative regulatory measure from the Zhejiang Securities Regulatory Bureau due to issues with revenue recognition and non-operating fund occupation by its controlling shareholder [9]

4月16日，上证指数上涨0.26%，深证成指下跌0.85%，创业板指下跌1.21%。盘后龙虎榜数据显示，共 有48只个股因当日异动登上龙虎榜，资金净流入最多的是贝因美（002570.SZ），达1.19亿元。 据21投资通智能监测，25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8只。 1.19亿元资金抢筹贝因美，1.81亿元资金出逃潍柴重机 48只上榜的龙虎榜个股中，20只个股被净买入，28只个股被净卖出。其中，资金净买入最多的是贝因 美，达1.19亿元，占总成交金额的3.61%。贝因美当日收盘上涨9.94%，换手率为44.52%。 | 名称 | 涨跌幅 | 戊席榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元 | 总成交比 | | | | 贝因美 | 9.94% | 11890 | 3.61% | 44.52% | 1家机构买入,成功 | | | | | | | 率37.08% | | 连云港 | 9.95% | 5580 | 2.94% | 24.62% | 普通席位买入,成功 率42.94% ...

证券代码：002570 证券简称：贝因美 公告编号：2025-022 贝因美股份有限公司 关于收到浙江证监局行政监管措施决定书的公告 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。 贝因美股份有限公司（以下简称"公司"）及相关人员、控股股东于近日收 到中国证券监督管理委员会浙江监管局（以下简称"浙江证监局"）下发的行政 监管措施决定书，现将相关内容公告如下： 一、行政监管措施决定书的主要内容 （一）《关于对贝因美股份有限公司及相关人员采取出具警示函措施的决定》 （〔2025〕64 号） "贝因美股份有限公司、谢宏、金志强、包秀飞、陈滨、李志容、张洲峰： 我局在现场检查中发现公司存在以下问题： 一是公司收入确认不符合企业会计准则，上述事项导致公司定期财务报告披 露不准确；二是公司控股股东贝因美集团有限公司存在非经营性资金占用情形， 控股股东 2021 年和 2022 年分别占用公司资金 3,091.66 万元和 1,693.55 万元，上 述资金在当年内归还公司；三是公司对广西全安圣企业管理有限公司的财务资助 事项未及时审议并披露。 公司上述行为违反了《上市公司 ...

智通财经4月16日电，贝因美(002570.SZ)公告称，公司及相关人员、控股股东收到浙江证监局下发的行 政监管措施决定书。主要问题包括：公司收入确认不符合企业会计准则，导致定期财务报告披露不准 确；公司控股股东贝因美集团有限公司存在非经营性资金占用情形，2021年和2022年分别占用公司资金 3091.66万元和1693.55万元；公司对广西全安圣企业管理有限公司的财务资助事项未及时审议并披露。 浙江证监局决定对公司及相关人员等分别采取出具警示函的监督管理措施，并记入证券期货市场诚信档 案。 7天5板贝因美：收到浙江证监局行政监管措施决定书 ...