每周股票复盘:贝肯能源(002828)拟定增募资不超3.48亿元

Core Viewpoint - Beiken Energy (002828) is undergoing a significant capital increase through a private placement, which will result in a change of control to Chen Dong as the new controlling shareholder and actual controller of the company [2][4]. Group 1: Stock Performance - As of December 31, 2025, Beiken Energy's stock closed at 10.66 yuan, down 3.44% from the previous week's 11.04 yuan [1]. - The stock reached a high of 11.1 yuan and a low of 10.5 yuan during the week [1]. - The company's current total market capitalization is 2.143 billion yuan, ranking 12th out of 13 in the oil service engineering sector and 5026th out of 5181 in the A-share market [1]. Group 2: Capital Increase Announcement - Beiken Energy has applied for a private placement of shares, with the underwriting institution responding to the Shenzhen Stock Exchange's inquiry regarding various financial aspects, including revenue, profit, and customer concentration [2][4]. - The private placement involves issuing shares to Chen Dong at a price of 6.54 yuan per share, with a total fundraising amount not exceeding 348.16 million yuan, aimed at supplementing working capital and repaying debts [3][4]. - The issuance has been approved by the board and shareholders but is still subject to approval by the Shenzhen Stock Exchange and registration with the China Securities Regulatory Commission [2][4][6]. Group 3: Legal and Financial Opinions - Han Kun Law Firm provided supplementary legal opinions regarding the private placement, addressing issues such as employee count decline, equity transfer pricing, and the relationship between Chen Dong and the actual controller [3]. - The accounting firm provided responses to financial inquiries, detailing revenue fluctuations, profit margins, customer concentration, and other financial metrics [4].