同业竞争承诺延期与关联交易公允遭问询 北汽蓝谷回复

Group 1 - The core issue raised by the Shanghai Stock Exchange is the competition and related party transactions between the company and its controlling shareholder, BAIC Group [1] - The company is required to explain the fulfillment of its commitment to avoid competition, the reasons for any delays, and whether there are significant obstacles to future compliance [1] - The exchange also inquired about the necessity and fairness of the significant related party transactions during the reporting period, including pricing mechanisms and whether these transactions affect the company's operational independence [1] Group 2 - In response to regulatory inquiries, the company stated that BAIC Group committed to resolving competition issues within six years from 2018, with a five-year extension to 2029 due to certain subsidiaries not meeting the conditions for injection into the listed company [2] - The company explained that its cooperation with Beijing Automotive is based on historical model platform technology and cost-effectiveness, with pricing following a 50-50 profit-sharing principle, indicating commercial logic and fairness [2] - The revenue from related party transactions has been decreasing, with projections indicating it will fall below 5% by the first half of 2025 [2]