食品饮料板块15日盘中强势拉升，乳业股表现亮眼，截至发稿，欢乐家、皇氏集团、阳光乳业等涨停， 骑士乳业涨超8%，贝因美、晨光生物涨约5%。 消息面上，12月13日，全国医疗保障工作会议在北京召开，国家医保局在会议上发布多项数据和措施， 其中包括，力争2026年全国基本实现政策范围内分娩个人"无自付" 。 2026年，医保部门将推动将灵活就业人员、农民工、新就业形态人员纳入生育保险覆盖范围。合理提升 产前检查医疗费用保障水平，力争全国基本实现政策范围内分娩个人"无自付"。将适宜的分娩镇痛项目 按程序纳入基金支付范围。全面实现生育津贴按程序直接发放给参保人。 开源证券近日指出，近年婴配粉行业需求承压，政策刺激下需求及消费信心有望恢复。从整体乳制品行 业来看，长期也将受益于政策刺激下人口问题改善趋势。此外，近期乳制品行业出现新的积极变化，一 是国内乳企开始利用奶价底部窗口期发展以乳清为代表的深加工产品，产能逐渐释放后有望加大原奶下 游需求，将进一步填补供需缺口；二是行业开始探索出口潜力，当前国内大包粉价格优势明显，乳企在 确保相关指标及生产规范性的前提下尝试出口；两者均带来行业需求新动能，叠加供给侧持续出清，行 业 ...

Core Viewpoint - The company, Beingmate, indicated that it will actively plan related activities based on its business development and will announce any such activities promptly in the future [2] Group 1 - Beingmate responded to investor inquiries on its interactive platform regarding future business activities [2] - The company emphasized its commitment to align activities with its business development needs [2]

Core Viewpoint - The company, Beiyinmei Co., Ltd., has initiated a lawsuit against Heilongjiang Fengyou Hemp Planting Co., Ltd. regarding a patent contract dispute, with the case currently accepted by the Hangzhou Intermediate People's Court and awaiting trial [3][4]. Group 1: Lawsuit Details - The lawsuit involves a claim amount of 56,852,397.26 yuan, which includes interest losses calculated until November 20, 2025 [3][6]. - The plaintiff, Beiyinmei, alleges that Heilongjiang Fengyou failed to provide necessary technical support and authorization documents for the patented products, which has hindered the company's ability to utilize the patents [4][5]. - The company had previously paid a deposit of 50,000,000 yuan for patent licensing but claims that the defendant's refusal to cooperate has rendered the contract's objectives unachievable [4][5]. Group 2: Legal Proceedings - The case is currently in the acceptance stage at the Hangzhou Intermediate People's Court, and no trial date has been set yet [3]. - The company is seeking to terminate the agreements with Heilongjiang Fengyou and to recover the 50,000,000 yuan already paid [6]. - The potential impact of this lawsuit on the company's current and future profits remains uncertain due to the ongoing legal proceedings [6].

Core Viewpoint - The company has initiated legal proceedings against Heilongjiang Fengyou Hemp Planting Co., Ltd. regarding a dispute over a patent licensing agreement, with the amount in question being 56.8524 million yuan [1] Group 1: Legal Proceedings - The lawsuit has been accepted, involving a claim of 56.8524 million yuan [1] - The company entered into two agreements with Heilongjiang Fengyou in November 2021 and January 2022 for exclusive patent licensing and joint research cooperation [1] - The company paid a deposit of 50 million yuan for the patent licensing fee as per the agreement [1] Group 2: Contractual Obligations - Heilongjiang Fengyou failed to provide the necessary authorization documents and formal patent licensing contract [1] - The company did not receive the required technical materials and guidance to utilize the patent effectively [1] - The inability to use the patent has resulted from Heilongjiang Fengyou's non-compliance with the contractual obligations [1]

证券代码：002570 证券简称：贝因美 公告编号：2025-076 贝因美股份有限公司 关于公司重大诉讼事项的公告 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。 特别提示： 1、案件所处的诉讼阶段：浙江省杭州市中级人民法院已经受理，尚未开庭 审理。 2、公司所处的当事人地位：原告。 3、涉案金额：本诉请求金额为 56,852,397.26 元（其中，利息损失暂算至 2025 年 11 月 20 日）。 原告：贝因美股份有限公司 被告：黑龙江丰佑麻类种植有限公司 2、案件事实和理由 公司与黑龙江丰佑于 2021 年 11 月、2022 年 1 月分别签订了《专利产品独 家许可（排他性经营）暨共同研发合作协议》《专利产品独家许可（排他性经营） 暨共同研发合作协议之补充协议》，协议约定贝因美向黑龙江丰佑申请使用其所 有或拥有开发权限的专利产品，黑龙江丰佑为贝因美商业化生产提供必要的技术 支持等。合同签署后，公司于 2021 年 11 月向黑龙江丰佑支付专利许可费定金 50,000,000 元人民币，按约履行了合同义务。但是，黑龙江丰佑未就专利实施许 可事项出具授 ...

截至9月30日，贝因美股东户数14.79万，较上期增加3.24%；人均流通股7302股，较上期减少3.14%。 2025年1月-9月，贝因美实现营业收入20.33亿元，同比减少2.59%；归母净利润1.06亿元，同比增长 48.07%。 12月4日，贝因美（维权）盘中上涨2.13%，截至10:24，报6.23元/股，成交1.06亿元，换手率1.59%，总 市值67.29亿元。 分红方面，贝因美A股上市后累计派现9.61亿元。近三年，累计派现0.00元。 资金流向方面，主力资金净流入1040.17万元，特大单买入485.41万元，占比4.60%，卖出110.17万元， 占比1.04%；大单买入2028.34万元，占比19.22%，卖出1363.40万元，占比12.92%。 机构持仓方面，截止2025年9月30日，贝因美十大流通股东中，香港中央结算有限公司位居第六大流通 股东，持股918.23万股，相比上期增加436.16万股。天弘中证食品饮料ETF（159736）位居第八大流通 股东，持股427.28万股，相比上期增加52.32万股。 贝因美今年以来股价涨47.98%，近5个交易日涨2.64%，近20日跌2.3 ...

Core Viewpoint - The company, Beiningmei Co., Ltd., has initiated a share repurchase plan to enhance employee incentives and shareholder value, with a total repurchase amount not exceeding RMB 300 million and a minimum of RMB 150 million [1] Group 1: Share Repurchase Plan - The company plans to repurchase A-shares through centralized bidding, with a maximum repurchase price of RMB 9.06 per share, estimating to buy back approximately 33.11 million shares, which is about 3.07% of the total share capital [1] - As of November 30, 2025, the company has repurchased a total of 13,719,254 shares, representing 1.2703% of the total share capital, with a total transaction amount of RMB 87,254,779.92, excluding transaction fees [2] Group 2: Compliance and Regulations - The implementation of the share repurchase aligns with the company's repurchase plan and complies with relevant laws and regulations [3] - The timing, pricing, and trading methods of the share repurchase adhere to the regulations set forth by the Shenzhen Stock Exchange and the China Securities Regulatory Commission [4]

Group 1 - The company Beiningmei (SZ 002570) announced on December 1 that it has repurchased approximately 13.72 million shares, accounting for 1.2703% of its total share capital, with a total transaction amount of about 87.25 million yuan [1] - The highest transaction price for the repurchased shares was 7.21 yuan per share, while the lowest was 6.01 yuan per share [1] - As of the announcement, Beiningmei's market capitalization stands at 6.8 billion yuan [1] Group 2 - For the year 2024, Beiningmei's revenue composition is entirely from the infant and child industry, with a 100.0% share [1]

格隆汇12月1日丨贝因美（维权）(002570.SZ)公布，截至2025年11月30日，公司通过股份回购专用证券 账户以集中竞价交易方式累计回购公司股份13,719,254股，占公司总股本的1.2703%，最高成交价为7.21 元/股，最低成交价为6.01元/股，成交总金额为87,254,779.92元（不含交易费用）。 ...

证券代码：002570 证券简称：贝因美 公告编号：2025-075 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 ...