Core Viewpoint - Beiyinmei's innovative product "Red Love 666" calcium vitamin D3 complex energy drink has achieved significant market recognition, ranking among the top three in the infant and child nutrition product category on Douyin's 2025 Double 11 sales list [1][4]. Group 1: Product Performance - The "Red Love 666" liquid calcium product not only leads in sales but has also received endorsements from several authoritative media and top evaluation institutions, marking a key step in Beiyinmei's strategic transformation from infant formula to comprehensive nutrition products [2][8]. - During the Double 11 sales event, the product showcased strong market appeal, with significant sales achieved through live streaming by key influencers, surpassing 10 million yuan in sales [8][9]. Group 2: Nutritional Insights - Calcium is an essential element for human health, crucial for maintaining bone health and supporting normal growth and development. The recommended daily calcium intake varies by age, with children aged 1-4 needing 500 mg and adults requiring between 800-2000 mg [5][6]. - Despite the ongoing calcium supplementation trend, data indicates a severe deficiency in calcium among the population, with an average intake of only 400 mg per day [6]. Group 3: Innovation and Research - Beiyinmei's "Red Love 666" liquid calcium product is based on 33 years of life nutrition science research, addressing modern children's complex nutritional challenges through a comprehensive nutrient system that enhances calcium absorption and deposition in bones [7][10]. - The company has a robust research foundation, with over 6,000 square meters of independent R&D space, 13 research centers, and a national postdoctoral research station, leveraging extensive data on Chinese breast milk to support product innovation [14][15]. Group 4: Strategic Transformation - The launch of the "Red Love 666" product is seen as a pivotal move in Beiyinmei's strategy to transition from a focus on infant formula to a broader range of family nutrition products, creating new growth opportunities in the market [15][18]. - Beiyinmei is adapting to market changes by exploring a second growth curve centered around family needs, expanding its product offerings to include adult nutrition, diapers, and other health-related products [15][17]. Group 5: Future Outlook - Beiyinmei aims to uphold its commitment to quality and continue tapping into the health consumption potential of Chinese families, providing scientific, safe, and effective nutrition solutions tailored to various life stages and scenarios [19].

Market Overview - The beverage and dairy sector increased by 1.88% on November 28, with Yantang Dairy leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Stock Performance - Notable stock performances include: - Caobo Dao V (002732) rose by 9.99% to a closing price of 20.03, with a trading volume of 163,400 shares and a turnover of 322 million yuan [1] - Sunshine Dairy (001318) also increased by 9.99% to 15.97, with a trading volume of 126,000 shares and a turnover of 198 million yuan [1] - Panda Dairy (300898) saw a 5.90% increase, closing at 29.42 with a trading volume of 151,100 shares and a turnover of 441 million yuan [1] Capital Flow - The beverage and dairy sector experienced a net inflow of 433 million yuan from institutional investors, while retail investors saw a net outflow of 284 million yuan [2] - Key stocks in terms of capital flow include: - Yili Group (600887) had a net inflow of 117 million yuan from institutional investors, but a net outflow of 130 million yuan from retail investors [3] - Sunshine Dairy (001318) had a net inflow of 91 million yuan from institutional investors, with significant outflows from both retail and speculative investors [3]

Core Viewpoint - Beiyinmei's stock price has shown significant fluctuations, with a year-to-date increase of 47.51%, despite recent declines in the last 20 and 60 days [1][2]. Group 1: Stock Performance - As of November 28, Beiyinmei's stock price rose by 2.31% to 6.21 CNY per share, with a total market capitalization of 6.707 billion CNY [1]. - The stock has experienced a trading volume of 99.907 million CNY, with a turnover rate of 1.50% [1]. - Year-to-date, Beiyinmei's stock has been on the龙虎榜 (top trading list) 24 times, with the most recent appearance on August 7, where it recorded a net buy of 17.7676 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Beiyinmei reported a revenue of 2.033 billion CNY, a year-on-year decrease of 2.59%, while the net profit attributable to shareholders increased by 48.07% to 106 million CNY [2]. - The company's main revenue sources include milk powder (89.20%), with other categories contributing significantly less [1]. Group 3: Shareholder Information - As of September 30, 2025, Beiyinmei had 147,900 shareholders, an increase of 3.24% from the previous period, with an average of 7,302 circulating shares per shareholder, a decrease of 3.14% [2]. - The company has distributed a total of 9.61 billion CNY in dividends since its A-share listing, with no dividends paid in the last three years [3].

Core Viewpoint - The company announced a share buyback program, indicating confidence in its financial health and future prospects [2] Summary by Categories Company Actions - As of November 20, 2025, the company has repurchased a total of 11,738,254 shares through a dedicated securities account via centralized bidding, which represents 1.0868% of the company's total share capital [2]

Core Viewpoint - The company announced a share buyback program, indicating a commitment to returning value to shareholders and potentially signaling confidence in its future performance [1] Summary by Categories Share Buyback Details - As of November 20, 2025, the company has repurchased a total of 11,738,254 shares, which represents 1.0868% of the total share capital [1] - The highest transaction price during the buyback was 7.21 yuan per share, while the lowest was 6.10 yuan per share [1] - The total amount spent on the share buyback reached 75,254,399.92 yuan, excluding transaction fees [1]

证券代码：002570 证券简称：贝因美 公告编号：2025-074 贝因美股份有限公司 关于回购公司股份达到1%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），实施期限为自董事会审议通过回购方案之日 起 12 个月内。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《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，上市公司在回购期间，回购股份占上市公司总股本的比例每增加百分之一 的，应当 ...

Core Viewpoint - The company Beiningmei (002570.SZ) has conducted a share buyback, acquiring a total of 11,738,254 shares, which represents 1.0868% of its total share capital, with a total expenditure of approximately 75.25 million yuan [1] Summary by Category Share Buyback Details - The share buyback was executed through a dedicated securities account via centralized bidding [1] - The highest transaction price during the buyback was 7.21 yuan per share, while the lowest was 6.10 yuan per share [1] - The total amount spent on the buyback, excluding transaction fees, was 75,254,399.92 yuan [1]

Core Viewpoint - Beiningmei (002570.SZ) has announced a share buyback program, indicating a strategic move to enhance shareholder value through the repurchase of its own shares [1] Summary by Categories Share Buyback Details - The company has repurchased a total of 11,738,254 shares, which represents 1.0868% of its total share capital [1] - The highest transaction price during the buyback was 7.21 yuan per share, while the lowest was 6.10 yuan per share [1] - The total amount spent on the buyback reached 75,254,399.92 yuan, excluding transaction fees [1]

Core Viewpoint - The company has repurchased a total of 11.7383 million shares, representing 1.0868% of its total share capital, through a dedicated securities account by centralized bidding trading method until November 20, 2025 [1] Summary by Relevant Sections - **Share Repurchase Details** - Total shares repurchased: 11.7383 million shares [1] - Percentage of total share capital: 1.0868% [1] - Highest transaction price: 7.21 CNY per share [1] - Lowest transaction price: 6.1 CNY per share [1] - Total transaction amount: 75.2544 million CNY (excluding transaction fees) [1]

Market Overview - The beverage and dairy sector increased by 0.46% compared to the previous trading day, with San Yuan Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Stock Performance - San Yuan Co., Ltd. (600429) closed at 6.01, up 3.80% with a trading volume of 1.1457 million shares and a turnover of 691 million yuan [1] - Junyuan Health (605388) closed at 7.86, up 2.21% with a trading volume of 211,100 shares and a turnover of 166 million yuan [1] - Panda Dairy (300898) closed at 28.51, up 1.75% with a trading volume of 67,100 shares and a turnover of 191 million yuan [1] - New Dairy (002946) closed at 17.83, up 1.71% with a trading volume of 67,500 shares and a turnover of 119 million yuan [1] - Yangyuan Beverage (603156) closed at 28.27, up 1.58% with a trading volume of 86,900 shares and a turnover of 244 million yuan [1] - Yili Group (600887) closed at 29.58, up 0.20% with a trading volume of 630,400 shares and a turnover of 1.87 billion yuan [1] Capital Flow - The beverage and dairy sector experienced a net outflow of 6.8937 million yuan from institutional investors, while retail investors saw a net inflow of 40.3808 million yuan [2] - The capital flow for key stocks indicates varying trends, with Yili Group seeing a net inflow of 54.2414 million yuan from institutional investors [3] - Yangyuan Beverage had a net outflow of 43.5322 million yuan from retail investors, despite a net inflow of 36.7944 million yuan from institutional investors [3]