Core Viewpoint - The number of listed companies conducting private placements has significantly increased in 2023, with a total financing scale reaching 84.939 billion yuan, a 359% increase compared to the same period last year, indicating a robust recovery in the A-share market and a growing interest from public funds in high-quality projects [1][3]. Group 1: Market Activity - As of February 5, 2023, 12 listed companies have completed private placements, doubling the number from the same period last year [1]. - The total amount raised through these placements has reached 84.939 billion yuan, reflecting a substantial increase in market activity [1]. - Public funds such as E Fund, Caitong Fund, and Nord Fund have actively participated in these private placements, indicating a competitive environment for high-quality projects [1][2]. Group 2: Fund Participation - E Fund has emerged as a major player in the private placement of companies like Beiqi Blue Valley and Megmeet, with significant allocations across multiple funds [2]. - Other public fund companies, including Guotou Ruijin Fund and Huatai Asset Management, have also participated in various private placements, showcasing a broad interest in the market [2]. - The participation of multiple funds in projects like Megmeet and Beiqi Blue Valley highlights the trend of increasing collaboration among public funds in private placements [2]. Group 3: Industry Focus - The companies involved in these private placements predominantly exhibit "hard technology" characteristics, focusing on sectors such as electric vehicles, smart appliances, and electronic information technology [3]. - Approximately 70% of the financing from private placements is directed towards new productive forces, aligning with national strategic directions for industrial upgrades [3]. - The current trend indicates a healthy market environment characterized by stable volume and improved quality of projects, with a focus on high-quality companies leveraging capital markets to strengthen their core businesses [3][4]. Group 4: Investment Challenges - The increasing competition for high-quality private placement projects has raised the bar for fund managers' research and pricing capabilities [4]. - The disparity between a restrained supply of projects and a surging demand from various capital sources, including banks and insurance funds, has intensified the competition [4]. - The average issuance discount for private placements has risen, necessitating a greater emphasis on pricing strategies and research capabilities for successful investment [4].

Core Viewpoint - The collaboration between BAIC Group and Beijing Green Exchange aims to promote carbon reduction initiatives through the launch of the "carbon passport" for users of the Arcfox brand, facilitating individual contributions to carbon neutrality goals [1][3]. Group 1: Carbon Passport Initiative - The carbon passport for Arcfox users quantifies each trip taken by car owners as a meaningful carbon reduction action, encouraging ordinary users to actively participate in carbon neutrality efforts [3]. - The launch event included the issuance of the first batch of personal carbon passports to 10 Arcfox user representatives, highlighting the initiative's community engagement aspect [1]. Group 2: Technological and Manufacturing Advancements - BAIC New Energy is focusing on the development of core technologies such as electric drive, intelligent driving, and lightweight materials, embedding green attributes into their products [3]. - The Arcfox model, the Enjoy S9, received a "five-star healthy car" certification, while the Arcfox Alpha S5 was awarded "China's Top Ten Cars" and "Best Low Carbon Award," showcasing the brand's commitment to sustainability [3]. - The Arcfox factory is recognized as one of the first national-level green factories, and the Enjoy Super Factory achieved Beijing-level green factory status within 16 months of operation, reflecting the company's dedication to green manufacturing practices [3]. Group 3: Ecological Collaboration - BAIC Group emphasizes ecological collaboration through green procurement and supply chain synergy, working with partners to achieve carbon neutrality goals collectively [3].

Core Viewpoint - The company announced plans to utilize idle raised funds for cash management, indicating a strategic approach to optimize financial resources [1] Group 1: Company Announcement - On February 6, 2026, the company will hold its 11th Board of Directors meeting to review the proposal for cash management of idle raised funds [1] - The total amount proposed for cash management is up to RMB 5.5 billion, including the principal amount [1] - The usage period for these funds is set to be within 12 months from the date of board approval, allowing for rolling usage within the specified limit and timeframe [1]

Group 1 - The company, Beiqi Blue Valley, announced that its 11th Board of Directors meeting was held on February 6, 2026, via telecommunication voting [1] - The meeting reviewed documents including a proposal to change the company's registered capital [1] Group 2 - The central bank, which has been the largest buyer of gold for two consecutive years, announced plans to purchase an additional 150 tons of gold [1]

中信建投证券股份有限公司 一、募集资金基本情况 经中国证券监督管理委员会《关于同意北汽蓝谷新能源科技股份有限公司向 特定对象发行股票注册的批复》（证监许可〔2025〕2576 号）同意注册，公司 向特定对象发行股票 793,650,793 股，每股面值人民币 1.00 元，每股发行价格为 人民币 7.56 元，募集资金总额为人民币 5,999,999,995.08 元，扣除不含税发行费 用人民币 56,928,936.55 元后，实际募集资金净额为人民币 5,943,071,058.53 元。 募集资金已于 2026 年 1 月 20 日到位，到位情况业经致同会计师事务所（特殊普 通合伙）审验并出具致同验字（2026）第 110C000018 号《验资报告》。 为规范募集资金管理和使用，保护投资者的权益，公司对募集资金进行专户 存储管理，公司及子公司与保荐人中信建投证券股份有限公司、存放募集资金的 商业银行签署了《募集资金专户存储三方监管协议》。 二、募投项目拟投入募集资金金额的调整情况 由于公司向特定对象发行股票实际募集资金净额 5,943,071,058.53 元，少于 原计划投入募投项目金额 6,000 ...

一、募集资金基本情况 经中国证券监督管理委员会《关于同意北汽蓝谷新能源科技股份有限公司向 特定对象发行股票注册的批复》（证监许可〔2025〕2576 号）同意注册，公司 向特定对象发行股票 793,650,793 股，每股面值人民币 1.00 元，每股发行价格为 人民币 7.56 元，募集资金总额为人民币 5,999,999,995.08 元，扣除不含税发行费 用人民币 56,928,936.55 元后，实际募集资金净额为人民币 5,943,071,058.53 元。 募集资金已于 2026 年 1 月 20 日到位，到位情况业经致同会计师事务所（特殊普 通合伙）审验并出具致同验字（2026）第 110C000018 号《验资报告》。 中信建投证券股份有限公司关于 北汽蓝谷新能源科技股份有限公司使用募集资金置换预先 投入募投项目及已支付发行费用的自筹资金的核查意见 中信建投证券股份有限公司（以下简称"中信建投"或"保荐人"）作为北 汽蓝谷新能源科技股份有限公司（以下简称"北汽蓝谷"或"公司"）向特定对 象发行股票的保荐人，根据《证券发行上市保荐业务管理办法》《上市公司募集 资金监管规则》《上海证券交易所股票上 ...

北汽蓝谷新能源科技股份有限公司 以募集资金置换预先投入募投项目及已支付 发行费用情况 鉴证报告 致同会计师事务所（特殊普通合伙） 目录 北汽蓝谷新能源科技股份有限公司以募集资金置换预先投入募投项目及 已支付发行费用情况鉴证报告 北汽蓝谷新能源科技股份有限公司关于使用募集资金置换预先投入募投 项目及已支付发行费用的自筹资金的专项说明 1-2 致同会计师事务所（特殊普通合伙） 中国北京朝阳区建国门外大街 22 号 赛特广场 5 层邮编 100004 电话 +86 10 8566 5588 传真 +86 10 8566 5120 www.grantthornton.cn 北汽蓝谷新能源科技股份有限公司 以募集资金置换预先投入募投项目及已支付发行费用情况 鉴证报告 致同专字（2026）第110A000799号 北汽蓝谷新能源科技股份有限公司董事会： 我们审核了后附的北汽蓝谷新能源科技股份有限公司（以下简称北汽蓝谷）截至2026 年1月31日《关于使用募集资金置换预先投入募投项目及已支付发行费用的自筹资金的专 项说明》。按照中国证券监督管理委员会《上市公司募集资金监管规则》及《上海证券 交易所上市公司自律监管指引第1号 ...

中信建投证券股份有限公司 关于北汽蓝谷新能源科技股份有限公司子公司使用自有资 金、银行承兑汇票等方式支付募投项目部分款项并以募集资 金等额置换的核查意见 一、募集资金基本情况 经中国证券监督管理委员会《关于同意北汽蓝谷新能源科技股份有限公司向 特定对象发行股票注册的批复》（证监许可〔2025〕2576 号）同意注册，公司 向特定对象发行股票 793,650,793 股，每股面值人民币 1.00 元，每股发行价格为 人民币 7.56 元，募集资金总额为人民币 5,999,999,995.08 元，扣除不含税发行费 用人民币 56,928,936.55 元后，实际募集资金净额为人民币 5,943,071,058.53 元。 募集资金已于 2026 年 1 月 20 日到位，到位情况业经致同会计师事务所（特殊普 通合伙）审验并出具致同验字（2026）第 110C000018 号《验资报告》。 1 中信建投证券股份有限公司（以下简称"中信建投"或"保荐人"）作为北 汽蓝谷新能源科技股份有限公司（以下简称"北汽蓝谷"或"公司"）向特定对 象发行股票的保荐人，根据《证券发行上市保荐业务管理办法》《上市公司募集 资金监管规 ...

中信建投证券股份有限公司 关于北汽蓝谷新能源科技股份有限公司子公司使用部分闲 置募集资金临时补充流动资金的核查意见 中信建投证券股份有限公司（以下简称"中信建投"或"保荐人"）作为北 汽蓝谷新能源科技股份有限公司（以下简称"北汽蓝谷"或"公司"）向特定对 象发行股票的保荐人，根据《证券发行上市保荐业务管理办法》《上市公司募集 资金监管规则》《上海证券交易所股票上市规则》《上海证券交易所上市公司自 律监管指引第 11 号——持续督导》等有关规定，对公司子公司（以下简称"北 汽新能源"）使用部分闲置募集资金临时补充流动资金的事项进行了核查，具体 情况如下： 一、募集资金基本情况 | 发行名称 | 年向特定对象发行股票 2026 | | | --- | --- | --- | | 募集资金总额 | 5,999,999,995.08 | 元 | | 募集资金净额 | 5,943,071,058.53 | 元 | | 募集资金到账时间 | 2026 年 1 月 | 20 日 | | 前次用于暂时补充流动资金的募集资金归还日期及金额 | | 不适用 | 二、募集资金投资项目的基本情况 由于公司向特定对象发行股票实际募集资 ...

中信建投证券股份有限公司 关于北汽蓝谷新能源科技股份有限公司及其子公司使用部 分闲置募集资金现金管理的核查意见 中信建投证券股份有限公司（以下简称"中信建投"或"保荐人"）作为北 汽蓝谷新能源科技股份有限公司（以下简称"北汽蓝谷"或"公司"）向特定对 象发行股票的保荐人，根据《证券发行上市保荐业务管理办法》《上市公司募集 资金监管规则》《上海证券交易所股票上市规则》《上海证券交易所上市公司自 律监管指引第 11 号——持续督导》等有关规定，对公司及其子公司北京新能源 汽车股份有限公司（以下简称"北汽新能源"、"子公司"）使用部分闲置募集 资金现金管理的事项进行了核查，具体情况如下： 一、投资情况概述 （一）投资目的 为合理利用闲置募集资金，公司及子公司北汽新能源拟在确保募集资金投资 项目正常开展和募集资金安全的前提下进行现金管理，以更好地实现资金保值增 值，增加投资收益，维护股东利益。 （二）投资金额 公司及子公司拟使用总额不超过人民币 55 亿元（含本数）的闲置募集资金 进行现金管理，使用期限自公司董事会审议通过之日起 12 个月内，在上述额度 及期限内，可循环滚动使用。 项目： | 发行名称 | 2026 ...