"除了传统定增项目外，我们正在寻找一些周期更短、折扣更多的项目，以进一步提升资金的利用效率。"一位业内人士近日向记者表示，当前越来越多的 基金公司，正将目光投向询价转让。 收益率和折扣表现均优于定增 从股票转让后的表现来看，今年不少参与询价转让的机构都获得了不错的浮盈。 此次拟询价转让股数上限为800万股，询价转让的《认购邀请书》送达共计21家机构投资者，收到《认购报价表》合计3份。最终，按照相关规定，确定此 次询价转让的价格为18.80元/股，2家投资机构成为受让方，这两家机构分别为易米基金和诺德基金。Wind数据显示，粤万年青此次询价转让的定价基准 日为2月4日，折价率为91.66%（询价转让价除以定价基准日收盘价）。 上述事件并非个例。Wind数据显示，2026年以来，全市场已有粤万年青、盛美上海、九联科技、蓝晓科技等12家上市公司进行了询价转让。基金公司成 为参与询价转让的"常客"。以江波龙1月的询价转让为例，公告显示，有54家机构成为受让方。这些机构中既有易方达基金、国泰基金等大型公募机构， 也有财通基金、博道基金、金鹰基金等中小公募机构，还有上海睿量私募、南京盛泉恒元投资、上海金锝私募等多家百亿私 ...

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 ...

证券代码：300487 证券简称：蓝晓科技 公告编号：2025-011 债券代码：123195 债券简称：蓝晓转02 关于2021年限制性股票激励计划 首次授予部分第三个归属期及预留授予部分 西安蓝晓科技新材料股份有限公司 第二个归属期归属结果暨股份上市的公告 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。 重要内容提示： 1.本次归属股份的上市流通日：2026 年 1 月 30 日； 2.本次归属股票人数：397 人，其中首次授予部分的激励对象 312 人，预留授予 部分的激励对象 85 人； 3.本次归属股票数量：1,467,920股，占目前公司总股本的0.29%。其中，首次授 予部分拟归属股票数量为1,144,170股，占目前公司总股本的0.23%；预留授予部分 拟归属股票数量为323,750股，占目前公司总股本的0.06%。 西安蓝晓科技新材料股份有限公司（以下简称"公司"）于 2026 年 1 月 9 日召开 第五届董事会第十一次会议，审议通过了《关于 2021 年限制性股票激励计划首次授 予部分第三个归属期及预留授予部分第二个归属期归属条件成就的议案 ...