格隆汇2月1日丨北汽蓝谷(600733.SH)公告，北汽蓝谷新能源科技股份有限公司子公司2026年1月份产销 快报。子公司北京新能源汽车股份有限公司2026年1月份汽车销量8073辆，同比增长11.83%。2026年1 月产量11169辆，同比增加20.84%。 ...

1、本表为产销快报数据，具体数据以定期报告数据为准。 2、销量中包含部分由北京新能源汽车股份有限公司与北京汽车股份有限公司联合开发，由北京汽车股份有限公司生产、北京新能 源汽车股份有限公司对外销售的合作车型。 特此公告。 证券代码：600733 证券简称：北汽蓝谷 公告编号：临 2026-009 北汽蓝谷新能源科技股份有限公司 子公司2026年1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 2026 年 1 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 ...

北汽蓝谷公告，北京新能源汽车股份有限公司2026年1月产量11169辆，去年同期9243辆，同比增加 20.84%，本年累计11169辆；销量8073辆，去年同期7219辆，同比增加11.83%，本年累计8073辆。 ...

Core Viewpoint - Beijing Automotive Blue Valley (BAIC Blue Valley) has been actively engaging in capital market activities, indicating strong confidence from management in the company's long-term development and recognition of its growth potential by the capital market [1][2]. Group 1: Capital Market Activities - On January 29, 2023, 22 executives from BAIC Group and BAIC Blue Valley collectively increased their shareholdings by over 11 million yuan, with an average purchase price of 8.29 yuan per share, above the latest closing price of 8.05 yuan [1]. - On January 26, BAIC Blue Valley conducted a private placement of 794 million shares at 7.56 yuan per share, raising approximately 6 billion yuan, with a discount rate of about 9.3%, significantly narrower than previous placements [1][4]. Group 2: Governance and Management - The collective share purchase by executives is part of a governance transformation aimed at binding management's personal wealth to the company's stock price and long-term performance, fostering a mindset focused on maximizing enterprise value [4][5]. - The participation of all levels of management in the share purchase reflects a strong consensus on the dual-brand strategy and the transformation into a user-oriented "new state-owned enterprise" [5]. Group 3: Business Model and Strategy - BAIC Blue Valley is shifting towards a user-centered and market-oriented open ecosystem, moving from a research-driven to a user-driven approach [6][7]. - The company has established partnerships with industry leaders like Huawei and CATL, focusing on collaborative development to enhance key technologies and capabilities [7]. Group 4: Organizational Efficiency - BAIC Blue Valley has upgraded its organizational structure and team composition, emphasizing a young and practical management team to support its transformation [9]. - The company aims to achieve significant sales growth, with a target of 209,600 vehicles sold by 2025, representing an 84.1% year-on-year increase, alongside improvements in profitability [9]. Group 5: Insights and Future Outlook - The transformation of BAIC Blue Valley serves as a reference for traditional state-owned enterprises, combining state-owned resources with entrepreneurial governance mechanisms and user-centric strategies [11]. - The management's and institutional investors' willingness to invest at prices above market value indicates confidence in the effectiveness of this transformation model and its potential for future growth [11].

Investment Rating - The report maintains a positive outlook on the passenger car sector, particularly in the context of the new vehicle replacement policy and the resilience of exports [2][3]. Core Insights - The passenger car industry experienced a significant decline in retail sales in December 2025, with a year-on-year drop of 16% and a total retail volume of 227,000 units. The wholesale volume was 279,000 units, reflecting a decrease of 9.7% year-on-year [7][10]. - The penetration rate of new energy vehicles (NEVs) reached 58.7% in December 2025, showing a year-on-year increase of 10.9% [10][12]. - The report highlights the stability of the NEV market, with BYD holding a market share of 25% and Geely at 11% in December 2025 [16]. Electric Vehicle Data Tracking - The report indicates that the old-for-new vehicle replacement policy was implemented in January 2026, which is expected to stimulate demand in the passenger car market [2][3]. - In December 2025, the NEV wholesale volume was 156,300 units, with a year-on-year increase of 3.4% [12]. - The report notes a significant inventory reduction in the passenger car sector, with a total decrease of 69,000 units in December 2025, including 43,000 units of NEVs [13]. Globalization Data Tracking - The report tracks the performance of Chinese car manufacturers in international markets, noting that in December 2025, 641,000 passenger cars were exported, with 245,000 being NEVs, resulting in a penetration rate of 38.2% for NEVs [3][43]. - The report highlights the strong performance of BYD in exports, particularly in Southeast Asia, where the NEV penetration rate exceeded expectations [3][27]. - The market share of Chinese brands in various regions, including Southeast Asia and Europe, showed positive trends, with notable increases in the UK market [38][40].

Core Viewpoint - The announcement details the progress of a share buyback plan by the company and its major shareholders, reflecting confidence in the company's long-term investment value and strategic development plans [2][5]. Group 1: Buyback Plan Details - The buyback plan was initially disclosed on January 14, 2026, with a total intended investment between RMB 14.5 million and RMB 16.4 million [2][5]. - The buyback is being executed by 22 individuals, including directors and senior management from the company and its controlling shareholder, Beijing Automotive Group [5]. Group 2: Implementation Progress - As of January 29, 2026, the buyback has resulted in the acquisition of 1,331,000 shares, representing 0.02% of the total share capital, with a total investment of RMB 11.03 million, exceeding 50% of the minimum planned investment [3][6]. - The controlling shareholder and its concerted actions hold a total of 2,351,220,897 shares, accounting for 42.19% of the total share capital, and the buyback will not change the control of the company [6]. Group 3: Compliance and Commitments - The buyback complies with relevant laws and regulations, ensuring that it does not affect the company's listing conditions or change the controlling shareholder [8]. - The buyback participants have committed not to sell the acquired shares for six months following the completion of the buyback plan [8].

Core Viewpoint - The significant investment of 2.2 billion by E Fund in Beiqi Blue Valley, representing 36.67% of the total fundraising, indicates strong confidence in the company's potential for a turnaround in the competitive new energy vehicle market [1][19]. Group 1: Financial Performance and Growth - Beiqi Blue Valley is projected to incur a loss of 4.35 to 4.65 billion in 2025, with a reduction in losses by 33% to 37%, marking the best performance in six years [5]. - The company expects to sell 209,600 vehicles in 2025, a significant year-on-year increase of 84.06%, with revenue projected to reach approximately 28 billion, reflecting a 93% growth [5]. - The gross margin turned positive for the first time at 1.8% in Q3 2025, breaking the previous cycle of losses [6]. - Operating cash flow turned positive with a net amount of 754 million in the first three quarters of 2025, indicating improved financial health [7]. Group 2: Strategic Positioning and Market Dynamics - Beiqi Blue Valley is transitioning from a traditional automaker to a technology-driven company with dual brand strategies, supported by Huawei, focusing on both family vehicles and luxury segments [9][10]. - The "Extreme Fox" brand achieved a monthly sales record of over 24,000 units in December 2025, with an annual total of over 160,000 units, reflecting a 99% year-on-year growth [9]. - The "Enjoy" brand, developed in collaboration with Huawei, is gaining traction in the luxury car market, with significant sales milestones achieved [9]. Group 3: Investment Sentiment and Market Perception - The concentration of investment in Beiqi Blue Valley, with E Fund alone accounting for 36.67% of the total, suggests a strong commitment and thorough due diligence by institutional investors [15][16]. - The recent fundraising round saw 23 institutions competing, with a final issuance price of 7.56 yuan, reflecting a premium over the base price, indicating positive market sentiment [13][19]. - E Fund's investment strategy aligns with its historical approach of partnering with industry leaders, suggesting a long-term commitment to Beiqi Blue Valley's growth potential [11][19].

Core Viewpoint - The significant investment of 2.2 billion by E Fund in Beiqi Blue Valley, representing 36.67% of the total fundraising, indicates strong confidence in the company's potential for a turnaround in the competitive new energy vehicle market [1][19]. Group 1: Financial Performance and Growth Potential - Beiqi Blue Valley's projected loss for 2025 is between 4.35 billion to 4.65 billion, with a reduction in loss margin of 33% to 37%, marking the best performance in six years [6]. - The company expects to sell 209,600 vehicles in 2025, a year-on-year increase of 84.06%, with revenue projected to reach approximately 28 billion, reflecting a 93% growth [6]. - The gross margin turned positive for the first time at 1.8% in Q3 2025, breaking the previous cycle of losses [8]. - Operating cash flow turned positive with a net amount of 754 million in the first three quarters of 2025, indicating improved financial health [9]. Group 2: Strategic Positioning and Brand Development - Beiqi Blue Valley is transitioning from a traditional automaker to a tech-driven company with dual brand strategies, focusing on the "Extreme Fox" and "Xiangjie" brands [11]. - The "Extreme Fox" brand targets the mid-to-high-end consumer market, achieving a monthly sales record of over 24,000 units in December 2025, a 103% year-on-year increase [11]. - The "Xiangjie" brand, developed in collaboration with Huawei, aims at the luxury car market, with significant sales growth and recognition [12]. Group 3: Governance and Investment Dynamics - The entry of E Fund is expected to optimize Beiqi Blue Valley's governance structure and enhance operational efficiency, opening up new capital operation possibilities [13]. - The concentration of shareholding in the recent fundraising round, with E Fund alone accounting for 36.67%, reflects a strong commitment and thorough due diligence [18][19]. - E Fund's investment strategy emphasizes long-term growth by aligning with industry leaders, suggesting confidence in Beiqi Blue Valley's future performance [13][19].

证券代码：600733 证券简称：北汽蓝谷 公告编号：临 2026-008 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"）于 2026 年 1 月 14 日披露了《关于公司和控股股东部分董事、高级管理人员及骨干团队增持股份计划的公告》 （公告编号：临 2026-002），公司和控股股东北京汽车集团有限公司（以下简称"北汽集团"） 部分董事、高级管理人员及骨干团队（以下简称"增持主体"）基于对北汽蓝谷长期投资价值 的认可和对公司"三年跃升"及"十五五"发展战略的信心，计划自 2026 年 1 月 14 日（含本 日）起 6 个月内，通过上海证券交易所系统以集中竞价方式增持公司股份，合计拟增持金额不 低于人民币 1,450 万元，不超过人民币 1,640 万元。 增持计划的实施进展情况 截至公告披露日，增持主体以自有及自筹资金通过上海证券交易所交易系统集中竞价交易 方式累计增持公司股份 1,331,000 股，占公司总股本的 0.02%，增持金额为 1,103.10 万元。 增持金额已达到并超过本次增持计划拟增持最低金额的 50%，本次增持计划尚未实施完毕，增 持主体后续将按照增持计划继续增持公 ...

Group 1 - The passenger car sector increased by 0.12% on January 29, with SAIC Motor leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] - Key stocks in the passenger car sector showed varied performance, with SAIC Motor closing at 14.37, up 1.20%, and BYD closing at 92.31, down 1.10% [1] Group 2 - The net outflow of main funds in the passenger car sector was 709 million yuan, while retail investors saw a net inflow of 501 million yuan [1] - Detailed fund flow data indicates that major stocks like GAC Group and Great Wall Motors experienced significant net outflows from main funds [2] - Retail investors showed positive net inflows in several stocks, including GAC Group and Haima Automobile, despite overall sector outflows [2]