贝因美公告，公司作为原告的专利合同纠纷案已受理，涉案金额为5685.24万元。同时，公司作为被告 的反诉案件也已受理，涉案金额为7725.39万元。目前，两起案件均未开庭审理。 ...

证券代码：002570 证券简称：贝因美 公告编号：2026-016 贝因美股份有限公司 关于公司重大诉讼事项的进展公告 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。 特别提示： （一）本诉案件： 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。 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：反诉被告。 3、涉案金额：反诉请求金额为 77,253,939.28 元。 4、对上市公司损益产生的影响：本次诉讼由于尚未开庭审理，后续判决结 果尚存在不确定性，暂时无法预计其对公司本期利润或期后利润的影响。 敬请广大投资者谨慎决策，注意投资风险。 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）。 4、对上市公司损益产生的影响：本次诉讼由于尚未开庭审理，后续判决结 果尚存在不确定性，暂时无法预计其对公司本期利润或期后利润的影响。 （二）反诉案件： 反诉被告：贝因美股份有限公司 2、诉讼 ...

上市公司：承德露露（000848），阳光乳业（001318），皇氏集团（002329），贝因美（002570），西 部牧业（300106），品渥食品（300892），熊猫乳品（300898），三元股份（600429），光明乳业 （600597），妙可蓝多（600882），伊利股份（600887），李子园（605337） 相关报告：智研咨询发布的《2026-2032年中国饮料行业市场运营格局及未来前景分析报告》 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 2025年1-12月，酒、饮料和精制茶制造业企业数（以下数据涉及的企业，均为规模以上工业企业，从 2011年起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万 元）为5965个，和上年同期相比，减少了65个，同比下降1.08%，占工业总企业的比重为1.13%。 2016-202 ...

新年快乐 在过去的一年里，众多A股饮品上市公司曾纷纷推出形式多样的股东回馈活动，将这份"股东专属甜 蜜"从纸面福利，化为可品尝、可分享的真实滋味。2025年以来，A股市场6家饮品企业向投资者赠送公 司特有产品或提供专属购买权益。 从佳禾食品的浓香咖啡礼盒，到张裕A的葡萄酒新品尝鲜券，到舍得酒业的纪念酒专享认购，这些颇具 特色的股东回馈活动，将上市公司与股东之间的距离，从K线图拉近到生活日常。企业各显神通，把窖 藏经年的酒香、精心研磨的醇厚，化作一份份触手可及的实物心意，完成了从"股东"到"品鉴者"的情感 链接。 饮品上市公司对股东的回馈活动，往往设定了相当亲民的参与门槛。多数情况下，只要在股权登记日持 有公司股票，即便只有100股，也能享受到这份来自上市公司的特别心意。这样"轻量化"的持股要求， 大幅降低了股东的参与难度，让更多中小投资者有机会亲身体验公司产品。 这一设计背后，实则蕴含双重考量：一方面，它是企业向股东表达感谢、增强归属感的诚意之举；另一 方面，也是上市公司借助股东网络，实现新品体验与口碑传播的有效途径。中小股东作为最直接的利益 相关者，通过实际使用产品，不仅能更直观地了解公司业务，也往往乐于在 ...

小龙衔禧辞旧岁，骏马踏春送福来。 分红与回购历来是上市公司回报投资者的重要方式，如今，越来越多企业将投资者关怀融入日常、落到 常年，以特色产品、专属权益、体验服务等 "花式宠粉"，与投资者共享发展红利、传递品牌温度。本 期策划，我们盘点上市公司近年来 "请你吃、请你喝、请你玩" 的暖心福利，一起感受资本市场更具烟 火气的投资者关怀。 本期"上市公司请你吃"，为大家细数这些年为股东送上香菇酱、火腿、面条等特色好礼的上市公司，解 锁这份专属于投资者的福利。 整体来看，自2022年以来，涉及食品饮料、农林牧渔、社会服务、商贸零售等行业的23家公司向投资者 赠送公司特有产品或提供专属购买权益。 其中，6家多次开展回馈活动。盖世食品、仲景食品自2022年以来均开展了4次回馈活动，2家公司赠送 对象均为公司全体股东，盖世食品向符合条件的股东赠送盖世2025消暑礼盒、盖世露营礼盒、盖世煮海 鲜礼盒等产品；仲景食品向符合条件的股东赠送仲景香菇酱、仲景香菇贡菜、产品礼包等产品。 全聚德2023年以来多次开展回馈活动，主要向股东赠送权益卡，用于购买自营产品。另外，寿仙谷、五 芳斋、洽洽食品向股东赠送专属权益卡、粽子礼盒、定制礼盒 ...

Core Viewpoint - The dairy industry in the A-share market has shown strong resilience with nearly 90% of the 19 major dairy companies experiencing stock price increases, reflecting a robust recovery in consumer demand [1] Group 1: Performance Overview - 17 out of 19 major dairy companies in the A-share market recorded stock price increases, indicating a significant upward trend in the sector [1] - Leading the gains are regional boutique dairy companies and segment leaders, with Zhuangyuan Pasture (002910) achieving a remarkable 63.46% increase, followed by Knight Dairy (920786) at 50.83% and Beingmate (002570) at 48.65% [1][2] Group 2: Industry Leaders - Industry giants Yili (600887) and Mengniu (02319.HK) continue to serve as the "industry ballast," maintaining stable performance amidst a complex market environment [2] - Yili has shown positive growth and remains a preferred choice for investors due to its solid dividend capacity and fundamental stability, while Mengniu has strengthened its global position through ongoing brand upgrades and international expansion [2] Group 3: Divergence in Performance - Despite the overall positive trend, there are exceptions with Bright Dairy (600597) and Jiahe Foods (605300) experiencing declines of 1.54% and 8.79% respectively, attributed to intense competition and cost pressures [3] - Upstream companies like Modern Dairy (01117.HK) are facing challenges due to prolonged low raw milk prices, which have severely compressed profit margins [3] - The dairy sector is transitioning from "volume growth" to "quality transformation," with leading companies and regional dark horses contributing to the industry's prosperity, despite some facing short-term challenges [3]

Recent Events - The restructuring plan of the controlling shareholder, Zhejiang Xiaobei Demei Holdings Co., Ltd., was approved by the creditors' meeting on January 30, 2026, and the management is publicly recruiting potential investors, with a submission deadline of March 4, 2026, at 17:00, requiring a deposit of 80 million yuan [1] - This recruitment may lead to a change in company control, but the company emphasizes its operational independence from the controlling shareholder, stating that production and operations remain unaffected [1] Financial Performance - In the first three quarters of 2025, the company achieved a revenue of 2.033 billion yuan, a year-on-year decrease of 2.6%, while the net profit attributable to shareholders increased by 48.1% to 106 million yuan [2] - However, the net cash flow from operating activities decreased by 68.7% to 103 million yuan, indicating cash flow pressure [2] - The company's non-deductible net profit increased by 76.2%, reflecting an improvement in profitability [2] Company Status - The company announced in January 2025 its intention to use asset pledges to apply for loans, with the pledged asset's net value approximately 987 million yuan [3] - There are also pending lawsuits, including a lawsuit filed in December 2025 seeking to terminate a patent licensing agreement and recover deposits, which may introduce operational uncertainties [3]

Core Viewpoint - Beiyinmei Co., Ltd. is undergoing a pre-restructuring process due to significant debt issues faced by its controlling shareholder, Xiaobei Damei Holdings, which may lead to a change in control of the company [1][4][12]. Group 1: Debt and Restructuring - Xiaobei Damei Holdings has debts amounting to at least 2.1 billion yuan, with a high proportion of its shares pledged [1][3]. - The pre-restructuring plan was approved by the creditors' meeting, with significant support from both secured and unsecured creditors [2][3]. - The company is actively seeking restructuring investors with industrial synergy and financial strength to stabilize operations and optimize asset and debt structures [3][12]. Group 2: Company Background and Control - Xiaobei Damei Holdings, previously known as Beiyinmei Group, was established in July 2003 and is primarily controlled by its founder, Xie Hong, who holds 83.33% of the shares [5][6]. - The core asset of Xiaobei Damei is its 12.28% stake in Beiyinmei, with 98.85% of these shares pledged or frozen [6][9]. - The restructuring success is uncertain and may lead to a change in control, impacting Beiyinmei's stability and investor confidence [4][12]. Group 3: Market Context - The infant formula market is currently in a phase of stock competition, which poses challenges for attracting industrial investors to Xiaobei Damei's core assets [12]. - Beiyinmei has experienced fluctuating revenues and profits, with recent financial reports indicating a slight decline in revenue but an increase in net profit [11].

Group 1 - The National Development and Reform Commission will hold a press conference on the "Modern Capital Metropolitan Area Spatial Coordination Plan (2023-2035)" [1] - The Ministry of Commerce will hold a press conference to introduce recent key work in the business sector [2] - A total of 9 companies will have their restricted shares unlocked today, with a total unlock volume of 209 million shares, amounting to a market value of 2.644 billion yuan [3] Group 2 - 13 companies have disclosed stock repurchase progress, with 5 companies announcing new repurchase plans and 3 companies reporting on the implementation of their repurchase plans [4] - The highest repurchase plan amount disclosed is 100 million yuan by Chuzhou Dongfeng, followed by 927,200 yuan by Baiyang Co., and 635,400 yuan by Yanzhou Energy [4] - The highest repurchase amounts implemented include 141 million yuan by Beiyinmei, 60.89 million yuan by Yingfeng Co., and 18.61 million yuan by Huitai Medical [4] Group 3 - The U.S. January existing home sales annualized total data will be released [5]

Group 1 - The company Beiningmei (002570.SZ) announced that as of February 11, 2026, it has repurchased a total of 22.55 million shares through a dedicated securities account via centralized bidding, accounting for 2.0881% of the company's total share capital [1] - The maximum transaction price for the repurchased shares was 7.21 yuan per share, while the minimum transaction price was 6.01 yuan per share [1] - The total amount spent on the share repurchase was 141 million yuan, excluding transaction fees [1]