Group 1 - The core point of the article is that Beijing Automotive Blue Valley (600733.SH) reported significant growth in sales for its subsidiary, Beijing New Energy Automobile Co., Ltd., with a year-on-year increase of 112.71% in November 2025 [2] - In November 2025, the total sales reached 32,328 vehicles, indicating a strong performance in the electric vehicle market [2] - Cumulatively, the sales for the year have reached 174,400 vehicles, reflecting a year-on-year growth of 78.93% [2]

研 究 专 题 定增双周报 2025 年 12 月 01 日 收益回暖，行业分化 ——定增市场双周报 2025.11.17-2025.11.30 本期投资提示： 请务必仔细阅读正文之后的各项信息披露与声明 相关研究 证 券 研 究 报 告 证券分析师 彭文玉 A0230517080001 pengwy@swsresearch.com 朱敏 A0230524050004 zhumin@swsresearch.com 任奕璇 A0230525050002 renyx2@swsresearch.com 联系人 朱敏 (8621)23297818× zhumin@swsresearch.com 本研究报告仅通过邮件提供给 中庚基金 使用。1 新 股 发 行 - ⚫ 新增项目增加，注册节奏加快。截至 2025 年 12 月 1 日，上两周（11 月 17 日至 11 月 30 日）新增 16 宗定增项目（其中竞价 12 宗），环比增加 4 宗；终止 11 宗（其中竞价 4 宗）， 环比增加 3 宗；发审委通过 16 宗（其中竞价 6 宗），环比持平；证监会通过 8 宗（其中竞 价 7 宗），环比增加 6 宗；处于正常待 ...

Group 1: Company Acquisitions - Company plans to acquire 51% stake in Shenzhen Betel Technology for 321 million yuan and 51% stake in Shanghai Tongtu for 357 million yuan [1] - Shanghai Tongtu specializes in IP technology licensing and chip design, with applications in various sectors including mobile, AR/VR, and automotive [1] Group 2: Investment Projects - Company announces an investment of 804 million yuan for the construction of a 200,000 kW/120,000 kWh grid-side independent energy storage demonstration project in Baotou [2] - The project aims to participate in the electricity spot market, buying electricity during low price periods and selling during peak times to generate profit [2] Group 3: International Expansion - Company intends to issue H-shares and list on the Hong Kong Stock Exchange to accelerate its international strategy and enhance global customer service capabilities [3] Group 4: Technological Collaboration - Company signs a technical agreement with Weijing Intelligent for the processing of humanoid robot components, focusing on material selection and design [4] - The company aims to leverage its expertise in high-end aluminum alloy materials to expand its application in emerging industries like humanoid robotics [4] Group 5: Share Buybacks - Company announces a share buyback of 1.6225 million shares from November 27 to November 28, with a total expenditure of 247 million yuan [5] Group 6: Performance Metrics - BAIC Blue Valley reports a 112.71% year-on-year increase in new energy vehicle sales for November [6] - SAIC Group experiences a 3.75% year-on-year decline in total vehicle sales for November [6]

Group 1 - The core point of the article is that Beijing Automotive Blue Valley (600733.SH) announced significant growth in sales for its subsidiary, Beijing New Energy Automobile Co., Ltd. [1] - In November 2025, the sales volume reached 32,300 units, representing a year-on-year increase of 112.71% [1] - Cumulatively, the sales for the year amounted to 174,400 units, showing a year-on-year growth of 78.93% [1]

Group 1 - The core point of the article is that Beijing Automotive Blue Valley (600733.SH) announced significant growth in sales for its subsidiary, Beijing New Energy Automobile Co., Ltd. [1] - In November 2025, the sales volume reached 32,300 units, representing a year-on-year increase of 112.71% [1] - Cumulatively, the sales for the current year reached 174,400 units, showing a year-on-year growth of 78.93% [1]

每经头条（nbdtoutiao）——5年期大面积下线，3年期利率低至1.5%仍一单难求：要么"售罄"要么"额度 紧张"！中长期大额存单为何在消失？ （记者 曾健辉） 每经AI快讯，北汽蓝谷（SH 600733，收盘价：7.79元）12月1日晚间发布公告称，北汽蓝谷2025年11月 汽车总销量约3.23万辆，同比增加112.71%；今年累计销量约17万辆，同比增加78.93%。 2024年1至12月份，北汽蓝谷的营业收入构成为：新能源汽车占比90.01%，其他业务占比9.99%。 截至发稿，北汽蓝谷市值为434亿元。 ...

北京商报讯（记者 蔺雨葳）12月1日，北汽蓝谷发布的公告显示，子公司北京新能源汽车股份有限公司 2025年11月汽车销量3.23万辆，同比增长112.71%；2025年1—11月累计销量17.44万辆，同比增长 78.93%。 ...

证券代码：600733 证券简称：北汽蓝谷 公告编号：临 2025-077 北汽蓝谷新能源科技股份有限公司 子公司2025年11月份产销快报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性 承担法律责任。 北汽蓝谷新能源科技股份有限公司子公司 2025 年 11 月份产销快报如下： | 单位 | | | | 产量（辆） | | | | | | 销量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月 | 去年 | 同比 | 本年 | 去年同期 | 同比 | 本月 | 去年 | 同比 | 本年 | 去年同期 | 同比 | | | | 同期 | 变动 | 累计 | 累计 | 变动 | | 同期 | 变动 | 累计 | 累计 | 变动 | | 北京新能源汽车 股份有限公司 | 31935 | 11382 | 180.57% | 170703 | 79287 | 115.30% | 32328 | 15198 | ...

Core Viewpoint - Beiqi Blue Valley reported significant growth in new energy vehicle sales and production for November, indicating strong performance in the electric vehicle market [1] Group 1: Sales and Production Data - In November, the production of new energy vehicles reached 31,935 units, representing a year-on-year increase of 180.57% [1] - The sales for the same month totaled 32,328 units, showing a year-on-year growth of 112.71% [1] - Cumulatively, the production for the year has reached 170,700 units, which is a 115.30% increase compared to the previous year [1] - The cumulative sales for the year stand at 174,400 units, reflecting a year-on-year increase of 78.93% [1]

人民财讯12月1日电，北汽蓝谷（600733）12月1日公告，子公司北京新能源汽车股份有限公司2025年11 月汽车销量3.23万辆，同比增长112.71%；2025年1—11月累计销量17.44万辆，同比增长78.93%。 ...