| 证券代码：300487 | 证券简称：蓝晓科技 | 公告编号：2026-015 | | --- | --- | --- | | 债券代码：123195 | 债券简称：蓝晓转02 | | 西安蓝晓科技新材料股份有限公司 关于控股股东股份解除质押的公告 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，不存在虚 假记载、误导性陈述或重大遗漏。 西安蓝晓科技新材料股份有限公司（以下简称"公司"）接到公司控股股东高 月静女士的通知，获悉高月静女士于近日将其质押的公司股份全部办理了解除质 押手续，现将有关情况公告如下： 中国证券登记结算有限责任公司出具的《解除证券质押登记通知》。 特此公告。 西安蓝晓科技新材料股份有限公司董事会 截至本公告披露日，上述股东及其一致行动人所持质押股份已全部解除质押， 具体情况如下： | 股东 | 持股 | | 本次解除质 | 本次解除质 | 占其所 | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 数量 | 持股 比例 | ...

Core Viewpoint - The increasing trend of funds focusing on inquiry transfer projects, which offer shorter cycles and greater discounts, is aimed at enhancing capital utilization efficiency [1]. Group 1: Market Trends - Since 2026, 12 listed companies have conducted inquiry transfers, with notable participation from well-known public and private fund institutions such as E Fund, Huaxia Fund, and Nord Fund [1][2]. - The inquiry transfer of Guangdong Wannianqing Pharmaceutical Co., Ltd. involved a maximum transfer of 8 million shares at a price of 18.80 CNY per share, reflecting a discount rate of 91.66% compared to the closing price on the pricing benchmark date [2][3]. Group 2: Participant Analysis - Private and public funds are the main participants in inquiry transfers, with private funds having the highest subscription frequency from 2020 to 2025, totaling 577 times [3]. - Public funds led with 82 subscriptions among licensed financial institutions, followed by QFII and securities companies with 43 and 60 subscriptions, respectively [3]. Group 3: Performance Metrics - As of February 11, 2026, 11 out of 12 companies that conducted inquiry transfers had stock prices above the initial transfer price, with some institutions achieving floating profits exceeding 30% [4]. - For example, Jiangbolong's inquiry transfer price was 212.09 CNY per share, while its stock price reached 284.14 CNY, resulting in a floating profit rate of approximately 34% [4]. Group 4: Comparative Analysis with Private Placements - Inquiry transfers have shown superior returns and discount performance compared to private placements, with an average return of 49.52% for inquiry transfers in 2025, surpassing the 38.61% return from competitive private placements [4][5]. - The number of companies conducting inquiry transfers increased from 12 in 2021 to 180 in 2025, indicating a growing acceptance of this method [5]. Group 5: Strategic Insights - Inquiry transfers and private placements complement each other by offering different risk-return profiles, attracting various investment strategies [5]. - The focus on sectors such as semiconductors, AI hardware, and domestic software is expected to enhance the visibility and growth certainty of leading companies, making their equity attractive assets [5].

Group 1 - The chemical sector is experiencing a rebound, with the chemical ETF (516020) showing a significant increase of 1.77% as of the report, peaking at a 1.98% rise during the trading session [1][2] - Key stocks in the sector include New Chemical Materials, which surged over 8%, and other notable gainers such as New Fengming, Rongsheng Petrochemical, and Tongkun Co., all showing increases of over 4% [1][2] - Recent reports from major foreign investment firms, including UBS and Morgan Stanley, have upgraded their outlook on the Chinese chemical industry, predicting a new upward cycle from 2026 to 2028 due to multiple positive factors [1][3] Group 2 - Guohai Securities suggests that the re-evaluation of the Chinese chemical industry could lead to a significant slowdown in global capacity expansion, potentially transforming the industry from a cash-consuming entity to a cash-generating one [3] - The chemical ETF (516020) tracks the CSI sub-sector chemical industry index, covering popular themes such as AI computing power, de-involution, robotics, and new energy [3]

Group 1 - The chemical sector continues to rebound, with the Chemical ETF (516020) showing a maximum intraday increase of 1.98% and a current increase of 1.77% as of the report [1][7] - Key stocks in the petrochemical and lithium battery sectors have seen significant gains, with New Zhou Bang rising over 8%, Xin Feng Ming increasing over 5%, and several others like Rongsheng Petrochemical and Tongkun Co. rising over 4% [1][7] - Recent reports from major foreign investment firms, including UBS and Morgan Stanley, are optimistic about the Chinese chemical industry, predicting a new upward cycle from 2026 to 2028 due to multiple positive factors [1][9] Group 2 - Guohai Securities suggests that the re-evaluation of the Chinese chemical industry could lead to a significant slowdown in global chemical capacity expansion, enhancing potential dividend yields and transforming the industry from a cash-consuming entity to a cash-generating one [3][9] - The Chemical ETF (516020) tracks the CSI sub-sector chemical industry theme index, covering popular themes such as AI computing power, anti-involution, robotics, and new energy, making it an efficient way to invest in the sector [3][9]

Core Viewpoint - The chemical sector experienced a significant rebound on February 3, 2026, with the chemical ETF (516020) rising by 3.97% and individual stocks in the phosphate, potash, and soda ash sectors showing notable gains [1] Group 1: Market Performance - The chemical ETF (516020) saw a maximum intraday increase of 4.3% before closing up 3.97% [1] - Key stocks included Hongda Co., which surged by 9.16%, and both Cangge Mining and Hualu Hengsheng, which rose over 6% [1] Group 2: Price Trends and Analysis - Recent price increases in various basic chemical products, including dyes and para-nitrochlorobenzene, have been attributed to the cancellation of export tax rebates, leading to a rush in exports [1] - Guojin Securities remains optimistic about investment opportunities in the basic chemical sector, recommending a focus on leading companies and those experiencing price increases from a low base [1] Group 3: Industry Outlook - The chemical sector has been on an upward trend since the "anti-involution" movement began in July 2025, with investment and supply-side logic strengthening since the fourth quarter of 2025 [1] - Demand from emerging sectors such as energy storage, AI, and commercial aerospace is accelerating, while traditional sectors like textiles and agriculture are expected to continue recovering [1] - Huafu Securities anticipates a rebound in profitability for the chemical industry in 2026, marking a new starting point for supply-demand rebalancing [1]

Core Viewpoint - The chemical sector experienced a significant rebound on February 3, with the chemical ETF (516020) rising by 3.97% by the end of the trading day, reflecting a broader positive trend in the industry [1][5]. Group 1: Market Performance - The chemical ETF (516020) saw a maximum intraday increase of 4.3% [1][5]. - Key stocks in the sector, such as Hongda Co., Ltd., surged by 9.16%, while Cangge Mining and Hualu Hengsheng both increased by over 6% [1][5]. Group 2: Price Trends and Analysis - Recent price increases in various basic chemical products, including dyes and para-nitrochlorobenzene, have been noted, attributed to the cancellation of export tax rebates, which has accelerated exports [1][5]. - Guojin Securities continues to be optimistic about investment opportunities in the basic chemical sector, recommending a focus on leading companies and those with price increases from a low base [1][5]. Group 3: Future Outlook - According to Guosheng Securities, since the "anti-involution" trend began in July 2025, the chemical sector has seen sustained growth, with investment and supply-side logic strengthening since the fourth quarter of 2025 [1][5]. - Huafu Securities anticipates a recovery in profitability for the chemical industry in 2026, suggesting that the sector is at a new starting point for supply-demand rebalancing [1][5][7]. Group 4: Investment Strategies - The chemical ETF (516020) tracks the CSI sub-industry theme index, covering popular topics such as AI computing power, anti-involution, robotics, and new energy, making it a potentially efficient way to invest in the sector [7][8].

注 1：高月静女士直接持有公司股份 65,468,937 股（含上市后资本公积转增的股份）， 其中首次公开发行股份前持股 61,425,000 股（含上市后资本公积转增的股份），上市后向特 定对象发行 4,043,937 股（含向特定对象发行后资本公积转增的股份）； 国信证券股份有限公司（以下简称"国信证券"或"组织券商"）受委托担 任高月静女士、寇晓康先生（以下简称"转让方"）以向特定机构投资者询价转 让（以下简称"询价转让"）方式减持所持有的西安蓝晓科技新材料股份有限公 司（以下简称"公司"或"蓝晓科技"）首次公开发行前已发行股份的组织券商。 经核查，国信证券就本次询价转让的转让方、受让方是否符合《深圳证券交 易所上市公司自律监管指引第 16 号——创业板上市公司股东询价和配售方式转 让股份（2025 年修订）》（以下简称"《询价转让和配售指引》"）要求，本次询价 转让的询价、转让过程与结果是否公平、公正，是否符合《询价转让和配售指引》 的规定作出如下报告说明。 一、本次询价转让概况 （一）本次询价转让的转让方 | | | | | 占已剔除回购专用 | | --- | --- | --- | --- | ...

| 证券代码：300487 | 证券简称：蓝晓科技 | 公告编号：2026-014 | | --- | --- | --- | | 债券代码：123195 | 债券简称：蓝晓转02 | | 3.本次首发前股东询价转让（以下简称"本次询价转让"）不通过集中竞价 交易或大宗交易方式进行，不触及要约收购。受让方通过本次询价转让受让的股 份，在受让后 6 个月内不得转让。 4.截至 2026 年 1 月 30 日，公司总股本为 509,133,808 股，其中公司回购专 用证券账户持有 550,000 股，本次实际询价转让股份数量为 10,153,316 股，占公 司总股本的比例为 1.99%，占已剔除回购专用账户中股份数量的总股本比例为 2.000%。本次询价转让的价格为 64.55 元/股，交易金额 655,396,547.80 元。 5.截至本公告披露日，本次询价转让已实施完毕。 西安蓝晓科技新材料股份有限公司 股东询价转让结果报告书暨控股股东、实际控制人 持有权益变动触及1%整数倍的提示性公告 股东高月静女士、寇晓康先生保证向西安蓝晓科技新材料股份有限公司提供 的信息内容不存在任何虚假记载、误导性陈述或者重大 ...

北京德恒律师事务所 关于西安蓝晓科技新材料股份有限公司 2026 年第一次临时股东会的 法律意见 法律意见 德恒 01G20250578-02 号 致：西安蓝晓科技新材料股份有限公司 北京德恒律师事务所受西安蓝晓科技新材料股份有限公司（以下简称"蓝晓 科技"或"公司"）委托，指派黄丰律师、赖元超律师出席蓝晓科技 2026 年第 一次临时股东会（以下简称"本次股东会"），对本次股东会的合法性进行见证 并出具本法律意见。 北京市西城区金融街 19 号富凯大厦 B 座 12 层 电话：010-52682888 传真：010-52682999 邮编：100033 北京德恒律师事务所 关于西安蓝晓科技新材料股份有限公司 2026 年第一次临时股东会的法律意见 北京德恒律师事务所 关于西安蓝晓科技新材料股份有限公司 2026 年第一次临时股东会的 本所及本所律师依据《中华人民共和国证券法》（以下简称"《证券法》"） 《律师事务所从事证券法律业务管理办法》和《律师事务所证券法律业务执业规 则（试行）》的规定及本法律意见书出具日以前已经发生或者存在的事实，严格 履行了法定职责，遵循了勤勉尽责和诚实信用原则，进行了充分的核查验 ...

| 证券代码：300487 | 证券简称：蓝晓科技 | 公告编号：2026-013 | | --- | --- | --- | | 债券代码：123195 | 债券简称：蓝晓转 02 | | 西安蓝晓科技新材料股份有限公司 2026 年第一次临时股东会决议公告 本公司及全体董事会成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者遗漏。 特别提示： 1. 本次股东会不存在否决议案的情形。 2. 本次股东会不涉及变更以往股东会已通过的决议。 （1）现场会议的召开时间：2026 年 1 月 29 日 14:00:00。 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2026 年 1 月 29 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互 联网投票系统投票的具体时间为 2026 年 1 月 29 日 9:15 至 15:00 的任意时间。 4.现场会议召开地点：西安市高新区锦业路135号公司会议室。 5.会议主持人：董事长高月静女士。 3. 本次股东会采取现场投票、网络投票相结合的方式召开。 一、会议召开和出席情况 （一）会议召开 ...