贝因美今日涨停，全天换手率43.67%，成交额31.66亿元，振幅8.62%。龙虎榜数据显示，机构净卖出 2451.57万元，营业部席位合计净卖出5551.13万元。 深交所公开信息显示，当日该股因日涨幅偏离值达9.28%、日换手率达43.67%上榜，机构专用席位净卖 出2451.57万元。 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 机构专用 | 7216.57 | 4816.20 | | 买二 | 机构专用 | 4401.71 | 4648.16 | | 买三 | 华鑫证券有限责任公司南昌分公司 | 3814.33 | 0.00 | | 买四 | 东方财富证券股份有限公司拉萨团结路第一证券营业 部 | 3698.47 | 3345.67 | | 买五 | 机构专用 | 3642.48 | 4809.46 | | 卖一 | 国泰海通证券股份有限公司上海江苏路证券营业部 | 149.20 | 9867.47 | | 卖二 | 机构专用 | 7216.57 | 4816.20 | | 卖三 | 机构专用 | ...

刚准备发，发现国家电影局就电影方面应对美升级对华关税答记者问：适度减少 美国影片进口数量。 这明天国产电影不得起飞喽！ 然后我一看今日机构买入数据， A股复盘 | 贸易孤立 / 2025.04.10 泰国： 财政部长Pichai Chunhavajira周四表示，欢迎美国宣布的90天关税暂 停，称这一时机将使两国能够达成互利协议。他告诉曼谷的记者， 谈判将重点放 在实现泰国与美国及其他伙伴国贸易平衡上。 日本： 经济产业省一名官员周四表示，如果根据世界贸易组织规则(WTO)发现任 何不公平做法，日本经济产业省将考虑对中国钢铁进口采取行动。该官员还表 示，日本将继续敦促美国政府免除其钢铁和铝关税。 东盟： 经济部长发表声明称，东盟承诺不对美国关税采取报复性措施，并表达与 美国进行坦诚和建设性对话以解决贸易相关问题的共同意愿。 所以，今天华尔街日报一篇文章说，越南成了最大的赢家！ 在"解放日"宣布关税 措施时，越南当时被加征了46%的关税，而现在越南成了最大的赢家之一，因为 越南将与大多数其他国家一样获得10%的关税税率。 | | 净买入 | | | 净或H | | --- | --- | --- | --- | ...

Core Viewpoint - The "three-child policy" concept stocks have shown significant growth, with a 4.82% increase, ranking fourth among concept sectors, indicating strong market interest and investment potential in this area [1][2]. Group 1: Market Performance - As of April 10, the three-child concept stocks saw 162 stocks rise, with notable performers including Taihu Snow and Knight Dairy reaching a 30% limit up, while companies like Qide New Materials and Western Animal Husbandry achieved 20% limit up [1]. - The leading gainers in the three-child concept include Jiayi Co., Huayi Group, and Rongxin Culture, with increases of 12.62%, 12.07%, and 10.80% respectively [1]. - Conversely, stocks such as Miaokelan Duo, Dengkang Oral, and Stable Medical experienced declines of 1.76%, 0.38%, and 0.26% respectively [1]. Group 2: Capital Inflow - The three-child concept sector attracted a net inflow of 1.408 billion yuan, with 94 stocks receiving net inflows, and 13 stocks exceeding 50 million yuan in net inflow [2]. - Leading the net inflow is Yili Co., with a net inflow of 291 million yuan, followed by Kid King, Bei Yin Mei, and Western Animal Husbandry with net inflows of 187 million yuan, 134 million yuan, and 105 million yuan respectively [2]. - In terms of capital inflow ratios, stocks like Kuaijingtong, Jinfalabi, and Yantang Dairy led with net inflow ratios of 49.27%, 39.47%, and 33.13% respectively [3]. Group 3: Stock Performance Metrics - Notable stocks in the three-child concept include Yili Co. with a 0.51% increase and a turnover rate of 1.28%, and Kid King with an 8.62% increase and a turnover rate of 15.63% [3]. - Other significant performers include Bei Yin Mei with a 9.95% increase and a turnover rate of 27.45%, and Western Animal Husbandry with a remarkable 19.97% increase and a turnover rate of 30.92% [3]. - Stocks like Jiechang Drive and Kuaijingtong also performed well, both achieving a 10% increase with respective turnover rates of 2.85% and 4.28% [3].

贝因美（002570）今日涨停，成交额17.87亿元，换手率27.45%，盘后龙虎榜数据显示，三机构专用席 位净买入9938.88万元。 暗盘资金正涌入这些股票，点击速看>>> ...

大消费股集体走强 张家界等多股涨停 智通财经4月10日电，大消费股盘中集体走强，旅游、乳业、零售等多个方向表现活跃，张家界、王府 井、欧亚集团、金发拉比、岭南股份、国芳集团涨停，贝因美、品渥食品、格力地产、孩子王、东百集 团、中国中免等多股涨停5%。 ...

Group 1 - The core point of the article is that Beingmate has completed its fifth employee stock ownership plan, which involves the transfer of 9.9399 million shares at a price of 2.50 yuan per share, totaling approximately 24.85 million yuan, marking a significant step in its long-term incentive strategy for core employees following previous buybacks in 2022 and 2024 [1] Group 2 - In the first three quarters of 2024, Beingmate achieved revenue of 2.087 billion yuan, a year-on-year increase of 8.91%, and a net profit attributable to shareholders of 71.7936 million yuan, up 45.3%. The significant growth in net profit was driven by improved industry demand and policy benefits, with the domestic birth rate rebounding to 9.54 million [2] - The company is optimizing its product structure by advancing its "Family Nutrition Strategy," which includes the introduction of adult nutrition products such as lactoferrin and probiotics [3] - Beingmate is enhancing operational efficiency by restructuring its channel system through a digital new retail platform [4] Group 3 - The potential impact of the employee stock ownership plan is noted, as previous stock option plans were terminated due to unmet performance targets. The current plan lacks clear performance assessment indicators, which may weaken the link between incentives and performance [5] - The participation of six current executives, who collectively hold 17.57% of the shares, raises questions about the fairness of the plan, especially given past concerns over "benefit transfer" due to the discounted share price [5] Group 4 - The competitive landscape shows that foreign brands are recovering market share through channel penetration and premium strategies, while Beingmate's market share remains low compared to leading brands like Feihe and Yili. The company needs to consolidate its advantages in lower-tier markets while accelerating the development of high-end products [6] - Beingmate is expanding its "Family Nutrition Strategy" and has established a new retail company to explore the Southeast Asian market, with its "beingmate" brand already entering the North American market. However, overseas business currently contributes a small portion of revenue [6] Group 5 - The implementation of the employee stock ownership plan is seen as a crucial measure for the company to address performance fluctuations and stabilize its core team. The recovery in performance during the first three quarters of 2024 supports this incentive plan [7] - Short-term impacts may include profit dilution due to share-based payment expenses, while long-term success will depend on the company's ability to enhance strategic execution and find differentiated paths in the competitive domestic milk powder market [7]

品渥食品、 贝因美双双涨停， 维维股份、 妙可蓝多、 李子园、 天润乳业、 新乳业、 骑士乳业、 三只 松鼠、 西麦食品等多股涨超5%。消息面上， 东兴证券研报表示，各地发放生育补贴有利于出生率的提 升，低线城市更为受益。与一线城市进口奶粉占比较高相比，低线城市国产奶粉占比较高，下线城市生 育率的提升利好国产奶粉销售。 ...

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。 贝因美股份有限公司（以下简称"公司"）分别于2025年1月8日召开第九届董事会第六次会议、2025年1 月24日召开2025年第一次临时股东大会，审议通过了《关于〈第五期员工持股计划（草案）〉及其摘要 的议案》等第五期员工持股计划相关议案。具体内容详见公司发布的相关公告。 根据中国证监会《关于上市公司实施员工持股计划试点的指导意见》《深圳证券交易所上市公司自律监 管指引第1号一一主板上市公司规范运作》等要求，现将公司第五期员工持股计划实施进展情况公告如 下： 一、第五期员工持股计划股份来源情况 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002570 证券简称：贝因美 公告编号：2025-019 贝因美股份有限公司关于第五期员工 持股计划完成非交易过户的公告 公司2022年8月26日召开的第八届董事会第十六次会议审议通过了《关于回购公司股份方案的议案》等 相关议案。同意公司以自有资金或自筹资金采取集中竞价交易方式以不超过7.17元/股的价格回购公司 股份，回购金额不低于人民币7,500万元（含）， ...

沪指4月8日上涨1.58%，申万所属行业中，今日上涨的有23个，涨幅居前的行业为农林牧渔、商贸零 售，涨幅分别为7.81%、3.44%。食品饮料行业位居今日涨幅榜第三。跌幅居前的行业为电子、汽车， 跌幅分别为1.69%、1.63%。 资金面上看，两市主力资金全天净流出601.79亿元，今日有4个行业主力资金净流入，商贸零售行业主 力资金净流入规模居首，该行业今日上涨3.44%，全天净流入资金23.04亿元，其次是农林牧渔行业，日 涨幅为7.81%，净流入资金为7.82亿元。 食品饮料行业今日上涨3.37%，全天主力资金净流入4.34亿元，该行业所属的个股共123只，今日上涨的 有115只，涨停的有13只；下跌的有7只，跌停的有2只。以资金流向数据进行统计，该行业资金净流入 的个股有50只，其中，净流入资金超亿元的有5只，净流入资金居首的是贝因美，今日净流入资金2.76 亿元，紧随其后的是伊利股份、五粮液，净流入资金分别为2.54亿元、1.48亿元。食品饮料行业资金净 流出个股中，资金净流出超千万元的有26只，净流出资金居前的有贵州茅台、泸州老窖、洋河股份，净 流出资金分别为4.25亿元、1.57亿元、8619 ...

证券代码：002570 证券简称：贝因美 公告编号：2025-020 贝因美股份有限公司 关于股票交易异常波动的公告 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。 一、股票交易异常波动的情况 贝因美股份有限公司（以下简称"本公司"或"公司"）股票（股票简称： 贝因美，股票代码：002570）交易价格于 2025 年 4 月 3 日至 8 日连续三个交易 日内收盘价格涨幅偏离值累计超过 20%。根据《深圳证券交易所交易规则》有关 规定，属于股票交易异常波动的情况。 二、公司关注并核实相关情况的说明 针对公司股票异常波动，公司董事会对有关事项进行了核实，并通过邮件方 式询问了公司控股股东及实际控制人，现就有关情况说明如下： 1、公司未发现前期披露的信息存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的本公司未公开重大信息； 3、公司生产经营情况正常，近期公司经营情况及内外部经营环境未发生或 预计将要发生重大变化； 特此公告。 贝因美股份有限公司 4、经询问，公司、控股股东和实际控制人不存在关于本公司的应披露而 ...