江淮汽车押宝尊界 定增35亿元全部用于开发高端智能电动平台

Group 1 - Jianghuai Automobile (600418.SH) issued 70.1684 million shares to 8 investors at a price of 49.88 yuan per share, raising approximately 3.5 billion yuan [2] - The issuance price represents an 8.7% discount to the closing price of 54.61 yuan on the day of issuance and a 23.93% premium over the base price [2] - Notable investors include Ge Weidong and Fang Wenyuan, each investing 1 billion yuan for 20.0481 million shares, making them the eighth largest shareholders with a 0.89% stake [2] Group 2 - The funds raised will be used for the development of a high-end intelligent electric platform, with a total planned investment of 5.875 billion yuan [3] - Jianghuai aims to accelerate the development of its high-end series models, including the second and third products of the Zun Jie brand [3] - The company anticipates a net loss of 1.68 billion yuan for the fiscal year 2025, attributed to increased competition in the international market and losses from its joint venture with Volkswagen Anhui [3] Group 3 - Jianghuai is undergoing strategic adjustments, integrating its marketing systems across passenger vehicles, new energy vehicles, and pickups to better align with user demand [4] - The company is deepening partnerships with Huawei and CATL to enhance core technologies such as intelligent driving and advanced battery systems [4] - A strategic cooperation agreement has been signed with Brembo to advance technology upgrades and software solutions [4] Group 4 - Following the announcement of the share issuance, Jianghuai's stock price rose by up to 7.72%, closing at 54.61 yuan per share, with a market capitalization nearing 120 billion yuan [5] - Over the past two years, Jianghuai's stock has increased by over 370%, reflecting investor optimism regarding its transformation prospects [5] - Ge Weidong's continued investment aligns with expectations of technological empowerment from Huawei, suggesting potential brand elevation and valuation reassessment for traditional automakers [5]