以下文章来源于e公司 ，作者证券时报 曾剑 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 认购对象中，葛卫东耗资约10亿元认购了2004.81万股。同时，方文艳也出资10亿元认购了2004.81万股股份。据公开资料，方文艳是超级牛散章建 平的妻子。 发行完成后，葛卫东、方文艳将并列为江淮汽车第8大股东。 公告显示，在江淮汽车此次向特定对象发行股票完成后，发行对象所认购的股份自发行结束之日起六个月内不得转让。 江淮汽车始建于1964年，是一家集全系列商用车、乘用车研产销服于一体，涵盖汽车出行、金融服务等众多领域的全球化综合型汽车企业集团。 2025年，公司实现汽车销量38.41万辆，同比下降4.72%。 去年，江淮汽车与华为合作推出的尊界品牌首款车型尊界S800上市，引发各方关注。有数据显示，尊界S800上市175天大定突破1.8万辆。对比竞 品，尊界S800已连续多月位居70万元以上豪华轿车市场榜首，超越保时捷帕拉梅 ...

2月10日晚间，江淮汽车披露定增发行情况报告书，公司将向葛卫东、方文艳、姚志超、广发证券等8名 特定对象发行7016.84万股股份，发行价格确定为49.88元/股，募集资金总额约35亿元，扣除发行费用 后，实际募集资金净额约34.8亿元。 根据公告，本次定增募集资金投向的高端智能电动平台开发项目，总投资约58.75亿元，旨在融合智能 化、网联化技术，打造覆盖轿车、SUV、MPV等品类的高端车型，助力公司完善产品结构、提升品牌 竞争力。 值得注意的是，葛卫东与方文艳的入局备受瞩目，二者也成为本次定增中获配金额最高的自然人投资 者。根据公告，二者均以自有资金参与认购，各获配2004.81万股股份，均耗资约10亿元，认购后持股 比例均为0.89%，共同跻身江淮汽车前十大股东之列，且本次认购前二人并未持有该公司股份。 或受此消息提振，今日江淮汽车股价涨5.9%，截至发稿报57.88元/股，总市值约1264亿元。 公开信息显示，葛卫东为混沌投资创始人，长期深耕A股市场，在能源、半导体等赛道布局深远；方文 艳则为知名牛散章建平的妻子。 除葛卫东本人外，其家族成员也已提前布局江淮汽车。公司2025年中报显示，葛卫东家族成员 ...

Core Viewpoint - Anhui Jianghuai Automobile Group Co., Ltd. reported a mixed performance in January, with production increasing significantly while sales experienced a slight decline, highlighting the growing importance of the new energy vehicle segment [1] Group 1: Production and Sales Performance - In January, the company's production reached 43,752 vehicles, representing a year-on-year increase of 24.86% [1] - The sales volume for the same month was 34,800 vehicles, showing a year-on-year decrease of 2.14% [1] - The new energy passenger vehicle segment was a standout, with production of 3,403 units, up 96.25% year-on-year, and sales of 3,151 units, up 183.11% year-on-year [1] Group 2: Market Environment and Strategy - The increasing market penetration of new energy vehicles, along with supportive policies for consumption prior to the Spring Festival, created a favorable environment for the company's sales growth in this segment [1] - The company has focused on breakthroughs in core technologies related to new energy, including batteries, motors, and electronic controls, while accelerating the iteration of new energy products to meet diverse consumer needs [1] Group 3: Future Prospects and Investments - The company has received approval for a 3.5 billion yuan private placement project, which will fund the annual production of 200,000 mid-to-high-end intelligent pure electric passenger vehicles, providing crucial support for timely delivery of future models [2] - With a diversified product matrix including sedans, MPVs, and SUVs, the company is expected to experience significant growth opportunities [2] - The market outlook for new energy vehicles is positive, with projections indicating that sales could reach 19 million units by 2026, reflecting a year-on-year growth of 15.2% [2]

49.88元/股，与发行底价的比率为123.93%，相较于市价折扣率仅为1%； 49.88元/股，与发行底价的比率为123.93%，相较于市价折扣率仅为1%； 认购金额前5：葛卫东、方文艳（章建平夫人）、杭州知春投资、广发证券、财通基金；截至2025Q3，葛卫东 （王萍（葛卫东夫人）、葛贵莲（葛卫东妹妹））已经持有40，117，938股，此次定增获配20，048，115股，合 计60，166，053股，以49.88元/股计，持有市值超30亿，已经成为第二大股东； 【招商汽车】江淮汽车：定增认购非常超预期，继续强烈推荐！ 认购金额前5：葛卫东、方文艳（章建平夫人）、杭州知春投资、广发证券、财通基金；截至2025Q3，葛卫东 （王萍（葛卫东夫人）、葛贵莲（葛卫东妹妹））已经持有40，117，938股，此次定增获配20，048，115股，合 计60，166，053股，以49.88元 【招商汽车】江淮汽车：定增认购非常超预期，继续强烈推荐！ 参与申购报价的单位及个人合计38家，包含不少头部公募及保险：新华资产、大成基金、华夏基金、汇添富基 金、UBS AG、鹏华基金、华泰资产等； 本次认购情况非常超预期，1、价格折扣 ...

认购金额前5：葛卫东、方文艳（章建平夫人）、杭州知春投资、广发证券、财通基金；截至2025Q3，葛卫东 （王萍（葛卫东夫人）、葛贵莲（葛卫东妹妹））已经持有40，117，938股，此次定增获配20，048，115股，合 计60，166，053股，以49.88元/股计，持有市值超30亿，已经成为第二大股东； 【招商汽车】江淮汽车：定增认购非常超预期，继续强烈推荐！ 49.88元/股，与发行底价的比率为123.93%，相较于市价折扣率仅为1%； 【招商汽车】江淮汽车：定增认购非常超预期，继续强烈推荐！ 49.88元/股，与发行底价的比率为123.93%，相较于市价折扣率仅为1%； 认购金额前5：葛卫东、方文艳（章建平夫人）、杭州知春投资、广发证券、财通基金；截至2025Q3，葛卫东 （王萍（葛卫东夫人）、葛贵莲（葛卫东妹妹））已经持有40，117，938股，此次定增获配20，048，115股，合 计60，166，053股，以49.88元/股 参与申购报价的单位及个人合计38家，包含不少头部公募及保险：新华资产、大成基金、华夏基金、汇添富基 金、UBS AG、鹏华基金、华泰资产等； 本次认购情况非常超预期，1、价格 ...

【个股观点】江淮汽车：定增99折顺利发行，重视新车周期带来的投资机会 玫瑰定增发行对象包括#个人葛卫东、方文燕、机构投资者杭州知春、广发证券、财通基金等。 定增99折顶格发行，共收到38名认购对象报价，最高报价达51.3元，充分证明长线资金看好公司长期价值，约等 于零折价锁定半年。 此前股价长期受定增压制，我们认为此次定增高价发行有望转化为股价助推因素！ 定增99折顶格发行，共收到38名认购对象报价，最高 【个股观点】江淮汽车：定增99折顺利发行，重视新车周期带来的投资机会 太阳事件：公司定增顺利发行，发行价49.88元（为底价123.93%，基准价99%），募资总额35亿元，主要用于高端 智能电动平台开发项目，该项目投资总额58.7亿元。 玫瑰尊界第二款产品MPV将于26Q3量产交付，并有望在4月北京车展上亮相，我们认为豪华车市场中，轿车是商 务属性最强、品牌壁垒最高的细分市场，尊界S800的成功为后续MPV、SUV产品奠定了良好的品牌基础，看好后 续车型胜率，看好尊界品牌对超豪华市场的格局重塑+空间扩容。 玫瑰S800单月交付超BBA总和，看好后续产品 尊界S800 12月交付4376台，已超过奔驰S级+ ...

2月11日，金融界财经早餐，宏观政策、资本市场、行业板块、公司个股资讯一览： 一、今日财经资讯 1、央行发布2025年第四季度中国货币政策执行报告。继续实施好适度宽松的货币政策。把促进经济稳定 增长、物价合理回升作为货币政策的重要考量，根据国内外经济金融形势和金融市场运行情况，把握好政 策实施的力度、节奏和时机。灵活高效运用降准降息等多种政策工具，保持流动性充裕和社会融资条件相 对宽松，引导金融总量合理增长、信贷均衡投放，使社会融资规模、货币供应量增长同经济增长、价格总 水平预期目标相匹配。 2、工业和信息化部等五部门办公厅(秘书局、综合局、综合司)发布《关于加强信息通信业能力建设 支撑 低空基础设施发展的实施意见》，其中提到，持续提升信息通信业技术基础能力、产业供给能力、网络支 撑能力和安全保障能力，有序推进低空场景通信网络建设，丰富拓展感知技术手段，辅助提升导航定位精 度，支撑建设低空智能网联系统，为低空经济发展提供坚实基础。 5、从机构近一个月来的调研情况看，半导体公司的调研热度居前。其中，华润微、东芯股份、神工股份 的机构来访量均超过70次。从资金流向看，据Choice测算，今年以来，截至2月9日，半 ...

Group 1 - In 2026, the average subsidy for scrapped and updated models is expected to decrease by 21% compared to 2025, while the subsidy for replacement models will drop by 30% [1] - The shift from fixed subsidies to tiered subsidies is expected to enhance fiscal efficiency, ensuring better funding support throughout the year [1] - The passenger car market is projected to experience a low-to-high trend in 2026, benefiting from consumption upgrades and policy support [1] Group 2 - Jianghuai Automobile has raised approximately 3.5 billion yuan through a private placement, with notable investor Ge Weidong subscribing for 2004.81 million shares at 49.88 yuan per share [2] - The investment reflects confidence in Jianghuai's collaboration model with Huawei [2] Group 3 - Zhejiang Geely Holding Group has undergone a change in legal representative, with An Conghui taking over from Li Donghui, indicating a strategic shift towards technology and operational depth [3] - The company was established in March 2003 with a registered capital of 1.03 billion yuan, involved in various automotive and investment activities [3] Group 4 - Alipay has launched a Robotaxi ride-hailing mini-program, currently operational in select areas of five cities, with plans for expansion [4] - This initiative is expected to accelerate the commercialization of autonomous driving taxis [4] Group 5 - Xiaomi has officially ceased production of its first-generation SU7, with total deliveries nearing 370,000 units [4] - The new SU7 is anticipated to continue driving sales for Xiaomi's automotive segment [5] Group 6 - In January, Toyota and Nissan reported sales increases in China, with Toyota up 6.6% to 145,500 units and Nissan up 10.1% to 50,024 units, while Honda's sales fell 16.5% to 57,489 units [6] - The decline in Honda's sales is attributed to delays in launching new electric vehicles [6] Group 7 - Hyundai is seeking to supply 50,000 IONIQ 5 autonomous vehicles to Waymo by 2028, with a total contract value potentially reaching 2.5 billion USD [6] - This represents one of the largest potential commercial orders in the autonomous driving sector in recent years [6]

从公司定期报告看，在此次参与江淮汽车定增之前，葛卫东关联人葛贵莲、王萍早已对江淮汽车有所布局。 2025年中报显示，葛卫东家族成员葛贵莲新进成为江淮汽车的第八大股东，持股数量为1186.1万股，持股占比为0.54%。截至2025年三季度末，葛卫东亲属 王萍新进成为江淮汽车的第五大股东，持股数量为2350.17万股，葛贵莲增持至1661.62万股，占总股本的0.76%。 市场人士表示，葛卫东家族成员自2025年第二季度起持续加仓江淮汽车，这一时间点与江淮汽车高端品牌"尊界S800"于2025年5月正式上市高度重合。葛卫 东的持续投入，表明他看好华为在智能驾驶、智能座舱等领域的技术赋能，能够为传统车企带来品牌跃迁和估值重估的机会，其逻辑与此前投资赛力斯 等"华为链"公司一脉相承。 转自：新华财经 新华财经北京2月11日电（丁晶）2月10日，江淮汽车披露定增发行情况报告书，核心为向特定对象发行股票的注册申请获批，募集资金总额约35亿元。最终 确定的8名发行对象中，知名投资人葛卫东和方文艳各获配约2000万股，金额均为10亿元，发行完成后，葛卫东、方文艳将并列为江淮汽车第8大股东。据公 开资料，方文艳是"超级牛散"章 ...

Market Overview - On February 10, 2026, the A-share market showed mixed results with the Shanghai Composite Index closing at 4128.37 points, up 0.13%, while the Shenzhen Component Index rose 0.02% to 14210.63 points, and the ChiNext Index fell 0.37% to 3320.54 points. Over 3100 stocks declined, and the total trading volume in the Shanghai and Shenzhen markets was 2.11 trillion yuan, a decrease of 140 billion yuan from the previous trading day [1] - The Hong Kong stock market experienced a pullback after an initial rise, with the Hang Seng Index closing at 27183.15 points, up 0.58% or 155.99 points, and a total trading volume of 234.04 billion HKD. The Hang Seng China Enterprises Index increased by 0.81% to 9242.75 points, while the Hang Seng Tech Index rose 0.62% to 5451.03 points [1] - In the U.S. stock market, major indices showed mixed performance, with the Dow Jones Industrial Average rising 0.61% to 47716.42 points, the S&P 500 increasing by 0.54% to 6849.09 points, and the Nasdaq Composite Index up 0.65% to 23365.69 points [1] New Stock Listing - The new stock "Yisiwei" (SSE: 688816) was listed on the Sci-Tech Innovation Board at an issue price of 55.95 yuan per share, with a price-to-earnings ratio of 90.39 times. The company focuses on the industrial intelligent vision sector, integrating design, research and development, manufacturing, and application of machine vision products. It has established a comprehensive system of industrial vision equipment for various processes in automotive manufacturing, successfully breaking the long-standing foreign brand monopoly in this field [2] Important News - On February 10, 2026, the People's Bank of China released the monetary policy execution report for the fourth quarter of 2025, emphasizing the need to balance interest rates and exchange rates. The report advocates for deepening interest rate marketization reforms and improving the transmission channels of monetary policy. It aims to enhance the market-based formation, regulation, and transmission mechanisms of interest rates, ensuring that short-term money market rates align closely with the central bank's policy rates [3] - The National Development and Reform Commission, along with other departments, issued implementation opinions on accelerating the application of artificial intelligence in the bidding and tendering sector. The initiative aims to improve the entire bidding process and management key points by promoting AI applications, enhancing service and regulatory digitalization, and ensuring fair and efficient allocation of public resources. By the end of 2026, key scenarios such as bid document detection and intelligent evaluation assistance are expected to achieve full coverage in certain provinces, with broader national application by the end of 2027 [4]