北京汽車(01958.HK)擬不超28.8億元認購北汽藍谷(600733.SH)股份
格隆匯7月15日丨北京汽車(01958.HK)公吿,於2022年7月15日,公司與公司控股股東北汽集團下屬A股上市公司北汽藍谷(600733.SH)訂立股份認購協議,據此,北汽藍谷有條件地同意向公司發行且公司有條件地同意認購不低於本次A股發行項下實際發行總股數35.99%的新A股,每新A股認購價格將按照本次A股發行的定價基準確定,且公司的認購金額不超過人民幣287,888.29萬元。
於本公吿日期,北汽藍谷為北汽集團(公司唯一控股股東)附屬公司,為北汽集團的聯繫人,因此為公司的關連人士。
本次A股發行的募集資金擬投入面向場景化產品的滑板平台開發、包括Arcfox品牌在內的整車產品升級開發、研發與核心能力建設等項目以及補充流動資金。相關投資項目符合產業政策以及國家戰略導向,預計能夠提升北汽藍谷的業務及產品競爭力,帶來投資回報、增厚股東權益(包括公司於北汽藍谷的權益)。
公司在擁有北汽藍谷6.25%的現有已發行A股總數的同時,也與其在產品研發、生產、營銷等業務領域存在戰略合作關係。通過參與本次A股發行,在實現公司對北汽藍谷持股反攤薄的同時,也可以隨着持股比例提升進一步加深本公司與北汽藍谷的合作關係、拓寬合作領域、節約公司在新能源領域的投資成本並分享新能源領域發展紅利。
儘管新能源汽車發展前景廣闊且政策支持力度較大,但受現階段產銷規模尚待提升、新能源汽車補貼持續退坡、原材料價格上漲、供應鏈結構性緊張等因素影響,目前國內主要新能源汽車企業普遍呈現經營虧損態勢。基於前述分析,公司對有競爭力的新能源汽車企業在中長期盈利能力提升持有合理預期。
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