Market Overview - The oil service engineering sector experienced a decline of 1.83% on October 24, with Junyou Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Notable stock movements included: - Renji Co., Ltd. (002629) rose by 3.03% to a closing price of 61.6, with a trading volume of 293,600 shares and a turnover of 269 million yuan [1] - Junyou Co., Ltd. (002207) fell by 7.51% to a closing price of 8.38, with a trading volume of 607,500 shares and a turnover of 522 million yuan [2] - Other significant declines included Beiken Energy (002828) down 5.88% and Tongxin Petroleum (300164) down 4.72% [2] Capital Flow - The oil service engineering sector saw a net outflow of 185 million yuan from institutional investors, while retail investors contributed a net inflow of 209 million yuan [2][3] - Specific stock capital flows included: - Haiyou Development (600968) had a net inflow of 17.91 million yuan from institutional investors, but a net outflow of 15.76 million yuan from retail investors [3] - Zhongyou Engineering (600339) experienced a net inflow of 14.47 million yuan from institutional investors, with a net outflow of 3.09 million yuan from retail investors [3]

Core Points - Beiken Energy's stock declined by 2.74% with a turnover rate of 45.66% and a trading volume of 1.106 billion yuan, indicating significant market activity [2] - Institutional investors net sold 969,000 yuan, while total net selling from brokerage seats reached 65.7545 million yuan [2] - The stock has appeared on the trading leaderboard 9 times in the past six months, with an average price increase of 0.32% the day after being listed and an average decline of 8.64% over the following five days [2] Trading Data - The top five brokerage seats accounted for a total trading volume of 273 million yuan, with buying amounting to 10.3 million yuan and selling at 17 million yuan, resulting in a net selling of 66.7235 million yuan [2] - Among the brokerage seats, four institutional specialized seats were involved, with total buying of 77.3234 million yuan and selling of 78.2924 million yuan, leading to a net selling of 969,000 yuan [2] Fund Flow - The stock experienced a net outflow of 80.2283 million yuan in principal funds today, with large orders contributing to a net outflow of 33.603 million yuan and 46.6252 million yuan respectively [2] - Over the past five days, the stock has seen a net inflow of 76.7592 million yuan in principal funds [2]

Group 1 - The issuance is directed towards Mr. Chen Dong, who has held positions as the chairman and president of the company, and will result in a change of control as he becomes the controlling shareholder and actual controller after the issuance [1] - The company has applied for the issuance of up to 54 million shares, with expected fundraising of 353 million yuan, which has been accepted by the Shenzhen Stock Exchange [2] - The underwriting institution for this issuance is Xinda Securities Co., Ltd. [2]

Core Viewpoint - The Chinese stock market experienced slight declines, with the Shanghai Composite Index down by 0.07% and the Shenzhen Component Index down by 0.62%, indicating a mixed market sentiment amid varying sector performances [1]. Market Performance - The Shanghai Composite Index closed at 3913.76 points with a trading volume of 741.525 billion [1]. - The Shenzhen Component Index closed at 12996.61 points with a trading volume of 926.332 billion [1]. - The ChiNext Index closed at 3059.32 points with a trading volume of 412.990 billion [1]. Sector Highlights - The oil and gas extraction sector saw significant gains, with companies like Beiken Energy, Sinopec Oilfield Service, and Zhun Oil Co. hitting the daily limit [1]. - The real estate sector also performed strongly, with firms such as Yingxin Development, Guangming Real Estate, and Tianbao Infrastructure reaching the daily limit [1]. - The gold sector faced weakness throughout the day, with Western Gold and Hunan Gold dropping over 4% [1]. Other Notable Concepts - Concepts such as combustible ice, Tianjin Free Trade Zone, lab-grown meat, wind power equipment, and engineering machinery showed strong performance [1]. - Conversely, sectors like coal mining and processing, gas, and port shipping experienced notable declines [1].

Core Viewpoint - Beiken Energy (002828) has announced that its application for a specific issuance of A-shares for the year 2025 has been accepted by the Shenzhen Stock Exchange, which will lead to a change in control of the company [1] Group 1: Issuance Details - The company plans to issue shares at a price of 6.54 yuan per share, with a maximum of 54 million shares to be issued to employee Chen Dong, raising a total of no more than 353 million yuan [1] - The funds raised will be used entirely for supplementing working capital and repaying debts after deducting issuance costs [1] Group 2: Control Changes - This issuance constitutes a management buyout and related party transaction, resulting in a change of control [1] - Before the issuance, Chen Pinggui controlled 14.15% of the voting rights, making him the controlling shareholder and actual controller; after the issuance, Chen Dong will hold 21.18% of the shares, becoming the new controlling shareholder [1] - Following the issuance, Chen Pinggui's shareholding will decrease to 11.15% [1] Group 3: Company Performance - Beiken Energy's main business involves oil and gas engineering technology services and exploration and development [1] - In the first half of 2025, the company achieved an operating revenue of 465 million yuan and a net profit attributable to shareholders of 13.82 million yuan [1] Group 4: Regulatory Approval - The issuance is subject to approval by the Shenzhen Stock Exchange and registration consent from the China Securities Regulatory Commission, indicating uncertainty regarding the successful implementation of the plan [1]

Core Insights - The concept of "deep earth economy" has emerged and gained traction in the A-share market, attracting investor attention towards related business developments [1] Company Responses - **Boyin Tech**: The company's anti-corrosion and wear-resistant welding technology can be applied to oil and gas transportation pipelines requiring such technologies [1] - **Meiansen**: The company's products and technologies are primarily used for intelligent safety production in various underground mining spaces. They are actively developing mining robots for autonomous inspections in underground spaces, with steady progress in related R&D [1] - **Beilu Intelligent Control**: The company provides intelligent mining-related software and hardware products and solutions, aligning with national policies in the "deep earth economy" sector and seizing related development opportunities [1] - **China Communications Design**: Leading the deep earth future industry within the China Communications Group, the company has formed an innovative consortium focusing on deep geological exploration, ultra-deep shaft construction, and other technical R&D, achieving significant results [1] - **Metro Design**: The company is engaged in surveying, design, planning consulting, and engineering contracting in fields such as rail transit and municipal projects, participating in various urban underground space development projects [1] - **Suyuan Jingshen**: The company is currently focused on key projects related to deep earth development, including the Zhangxing gas storage facility (Phase I) and a joint venture with Jiangsu Guoxin Group for a 600MW compressed air energy storage project [1] Deep Earth Economy Index - The deep earth economy index has shown no change, with several companies experiencing significant stock price increases, such as: - **Deshi Co.**: 16.80% increase - **Keli Co.**: 12.42% increase - **Zhonghua Rock and Soil**: 10.12% increase - **Construction Machinery**: 10.05% increase [2]

股票简称：贝肯能源 股票简称：002828 贝肯能源控股集团股份有限公司 （Beiken Energy Group Co.,Ltd） （新疆克拉玛依市白碱滩区平安大道 2500-1 号） 向特定对象发行 A 股股票 募集说明书 （申报稿） 保荐机构（主承销商） （北京市西城区闹市口大街 9 号院 1 号楼） 二〇二五年十月 贝肯能源控股集团股份有限公司向特定对象发行 A 股股票 募集说明书 声 明 公司及全体董事、高级管理人员承诺本募集说明书不存在任何虚假记载、误 导性陈述或重大遗漏，并对其真实性、准确性、完整性承担相应的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人保证本募集说明书中财 务会计报告真实、准确、完整。 证券监督管理机构及其他政府部门对本次发行所作的任何决定，均不表明其 对发行人所发行证券的价值或投资者的收益作出实质性判断或者保证。任何与之 相反的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由发 行人自行负责，由此变化引致的投资风险，由投资者自行负责。投资者如有任何 疑问，应咨询自己的股票经纪人、律师、专业会计师或其他专业顾问。 1-1-1 ...

证券代码：002828 证券简称：贝肯能源 公告编号：2025-085 贝肯能源控股集团股份有限公司 关于 2025 年度向特定对象发行 A 股股票申请 获得深圳证券交易所受理的公告 贝肯能源控股集团股份有限公司（以下简称"公司"）于 2025 年 10 月 22 日收到深圳证券交易所（以下简称"深交所"）出具的《关于受理贝肯能源控股 集团股份有限公司向特定对象发行股票申请文件的通知》（深证上审〔2025〕194 号）。深交所对公司报送的向特定对象发行股票的申请文件进行了核对，认为申 请文件齐备，决定予以受理。 公司本次向特定对象发行 A 股股票事项尚需深交所审核通过，并获得中国证 券监督管理委员会（以下简称"中国证监会"）同意注册后方可实施，最终能否 通过深交所审核并获得中国证监会同意注册的决定及其时间尚存在不确定性。 公司将根据该事项进展情况，按照相关规定和要求及时履行信息披露义务， 敬请广大投资者注意投资风险。 特此公告。 贝肯能源控股集团股份有限公司 董事会 2025 年 10 月 22 日 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。 ...

北 京 市 汉 坤 律 师 事 务 所 关 于 贝 肯 能 源 控 股 集 团 股 份 有 限 公 司 向 特 定 对 象 发 行 A 股股票 的 法 律 意 见 书 汉坤（证）字[2025]第 40553-5-O-2 号 中国北京市东长安街 1 号东方广场 C1 座 9 层 100738 电话：(86 10) 8525 5500；传真：(86 10) 8525 5511 / 8525 5522 北京 上海 深圳 香港 海口 武汉 新加坡 纽约 硅谷 www.hankunlaw.com 贝肯能源控股集团股份有限公司 向特定对象发行 A 股股票的 法律意见书 汉坤（证）字[2025]第 40553-5-O-2 号 致：贝肯能源控股集团股份有限公司 | 一、 | 本次发行的批准和授权 | 6 | | --- | --- | --- | | 二、 | 发行人本次发行的主体资格 | 7 | | 三、 | 本次发行的实质条件 | 7 | | 四、 | 发行人的设立 | 11 | | 五、 | 发行人的独立性 | 11 | | 六、 | 发起人和实际控制人 | 12 | | 七、 | 发行人的股本及其演变 | 13 | ...

信达证券股份有限公司 关于 贝肯能源控股集团股份有限公司 向特定对象发行 A 股股票 （北京市西城区闹市口大街 9 号院 1 号楼） 二〇二五年十月 贝肯能源控股集团股份有限公司向特定对象发行股票 发行保荐书 声 明 信达证券股份有限公司（以下简称"信达证券"、"保荐人"或"保荐机构"） 接受贝肯能源控股集团股份有限公司（以下简称"贝肯能源"、"发行人"或"公 司"）的委托，担任贝肯能源控股集团股份有限公司向特定对象发行股票的保荐 机构，为本次发行出具发行保荐书。 之 发行保荐书 保荐机构（主承销商） 保荐机构及指定的保荐代表人根据《中华人民共和国公司法》《中华人民共 和国证券法》《证券发行上市保荐业务管理办法》《上市公司证券发行注册管理 办法》（以下简称"《注册管理办法》"）、《保荐人尽职调查工作准则》等有 关法律、法规和中国证券监督管理委员会、深圳证券交易所的有关规定，诚实守 信，勤勉尽责，严格按照依法制订的业务规则、行业执业规范和道德准则出具发 行保荐书，并保证所出具文件的真实性、准确性和完整性。 在本发行保荐书中，除上下文另有所指，释义与《贝肯能源控股集团股份有 限公司向特定对象发行A股股票募集说明书 ...