一、可转债发行上市概况 经中国证券监督管理委员会《关于核准江苏三房巷聚材股份有限公司公开发 行可转换公司债券的批复》（证监许可〔2022〕2933号）核准，江苏三房巷聚材 股份有限公司（以下简称"公司"、"本公司"）于2023年1月6日公开发行了2,500 万张可转换公司债券（以下简称"三房转债"），每张面值100元，发行总额250,000 万元，期限6年，"三房转债"票面利率为第一年0.30%、第二年0.50%、第三年1.00%、 第四年1.50%、第五年1.80%、第六年2.00%。 经上海证券交易所自律监管决定书[2023]14号文同意，公司发行的25亿元可 转换公司债券于2023年2月7日起在上海证券交易所上市交易，该可转换公司债券 证券简称为"三房转债"，证券代码为"110092"。 根据《上海证券交易所股票上市规则》等相关规定和《江苏三房巷聚材股份 有限公司公开发行可转换公司债券募集说明书》（以下简称"《募集说明书》"） 的约定，公司本次发行的"三房转债"自2023年7月12日起可转换为本公司股份， 转股期起止日期为2023年7月12日至2029年1月5日，初始转股价格为3.17元/股， 因公司实 ...

Company Overview - Jiangsu Sanfangxiang Polymeric Materials Co., Ltd. was established on June 13, 1994, and listed on March 6, 2003. The company is located in Zhouzhuang Town, Jiangyin City, Jiangsu Province. Its main business includes the production and sales of bottle-grade polyester chips and PTA, as well as PBT engineering plastics and thermal power [2]. Business Performance - For the period from January to September 2025, the company achieved operating revenue of 16.007 billion yuan, a year-on-year decrease of 12.49%. The net profit attributable to the parent company was -467 million yuan, reflecting a year-on-year decrease of 52.14% [2]. - The revenue composition of the company is as follows: bottle-grade polyester chips account for 79.87%, PTA for 17.60%, electricity and steam for 1.12%, engineering plastics for 0.78%, and other products and services for 0.62% [2]. Stock Performance - As of November 12, the stock price of Sanfangxiang decreased by 2.31%, trading at 2.54 yuan per share, with a total market capitalization of 9.898 billion yuan. The stock has increased by 38.04% year-to-date [1]. - The stock has appeared on the daily trading list (龙虎榜) seven times this year, with the most recent appearance on November 6, where it recorded a net purchase of 352.604 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders was 35,200, a decrease of 4.11% from the previous period. The average circulating shares per person increased by 4.28% to 110,719 shares [2]. - The company has distributed a total of 1.86 billion yuan in dividends since its A-share listing, with 584 million yuan distributed in the last three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the seventh-largest circulating shareholder, holding 9.8844 million shares as a new shareholder [3].

Group 1 - The chemical fiber sector experienced a rise of 3.07% on November 10, with Xinxiang Chemical Fiber leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] - Key stocks in the chemical fiber sector showed significant increases, with Xinxiang Chemical Fiber rising by 10.00% to a closing price of 5.39 [1] Group 2 - The chemical fiber sector saw a net inflow of 380 million yuan from main funds, while retail investors experienced a net outflow of 266 million yuan [2][3] - Major stocks like Huafeng Chemical and Xinxiang Chemical Fiber had varying net inflows and outflows, indicating mixed investor sentiment [3] - Xinxiang Chemical Fiber had a main fund net inflow of 130 million yuan, but also saw significant outflows from retail investors [3]

证券日报网讯 11月7日晚间，三房巷发布公告称，2025年11月6日，公司控股股东三房巷集团有限公司 （简称"三房巷集团"）将其持有的公司100，000，000股无限售流通股质押给上海浦东发展银行股份有 限公司江阴支行，在中国证券登记结算有限责任公司办理了质押登记手续，占其所持股份比例3.37%， 占公司总股本比例2.57%。质押融资资金用途：三房巷集团下属公司申请银行综合授信。 （编辑 任世碧） ...

Group 1 - The controlling shareholder of Sanfangxiang Group holds approximately 2.967 billion shares, accounting for 76.15% of the total share capital of the company [1] - After the recent pledge of shares, the total number of pledged shares by Sanfangxiang Group is about 1.849 billion shares, which represents 62.32% of the shares held by the group and 47.45% of the company's total share capital [1] - The company’s revenue composition for 2024 is projected to be 77.73% from the polyester industry, 20.13% from the chemical industry, 1.16% from other industries, and 0.97% from thermal power [1] Group 2 - The current market capitalization of Sanfangxiang is 9.9 billion yuan [2]

Group 1 - The chemical fiber sector increased by 1.54% on November 7, with Hui Long New Materials leading the gains [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] - The table of individual stocks in the chemical fiber sector shows various price changes, with Sanfangxiang down by 1.54% and Nanjing Chemical Fiber down by 1.53% [1] Group 2 - The chemical fiber sector experienced a net outflow of 49.33 million yuan from institutional investors, while retail investors saw a net inflow of 29.64 million yuan [3] - The table of fund flows indicates that Hengshen New Materials had a net inflow of 36.31 million yuan from institutional investors, but a net outflow from retail investors [3] - The overall fund flow data highlights a mixed sentiment in the sector, with some stocks attracting retail interest despite institutional selling [3]

| 证券代码：600370 | 证券简称：三房巷 | 公告编号：2025-083 | | --- | --- | --- | | 转债代码：110092 | 转债简称：三房转债 | | 江苏三房巷聚材股份有限公司 关于控股股东部分股份质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 江苏三房巷聚材股份有限公司（以下简称"公司"）控股股东三房巷集团 有限公司（以下简称"三房巷集团"）持有公司股份数量为2,967,261,031股，占公 司总股本的76.15%。本次股份质押后，三房巷集团累计质押股份数量为 1,849,049,900股，占其所持有公司股份总数的62.32%，占公司总股本的47.45%。 三房巷集团一致行动人江苏三房巷国际贸易有限公司（以下简称"三房巷国贸"） 持有公司股份数量为200,194,552股，占公司总股本的5.14%，未质押；三房巷集 团累计已质押股份数占三房巷集团及三房巷国贸所持有公司股份数的58.38%，占 公司总股本的47.45%。 近日，公司接到控股股东三房巷集团关于部分 ...

Group 1: Strong Individual Stocks - As of November 6, the Shanghai Composite Index rose by 0.97% to 4007.76 points, the Shenzhen Component Index increased by 1.73% to 13452.42 points, and the ChiNext Index climbed by 1.84% to 3224.62 points [1] - A total of 72 stocks in the A-share market hit the daily limit up, with the top three strong stocks being HeFu China (603122) with 8 consecutive limit ups, YaBang Co. (603188) with 2 limit ups in 4 days, and HuaSheng Lithium (688353) with its first limit up [1] - Detailed data for the top 10 strong stocks includes their stock codes, names, consecutive limit ups, turnover rates, and closing prices [1] Group 2: Strong Concept Sectors - The top three concept sectors based on A-share performance are Phosphate Chemical Industry with a rise of 3.92%, National Big Fund Holdings with an increase of 2.67%, and PVDF Concept with a gain of 2.5% [2][3] - The top 10 concept sectors are listed with their respective percentage changes, indicating a general positive trend across various sectors [3]

Core Viewpoint - Sanfangxiang (600370) experienced a trading halt today with a turnover rate of 1.62% and a transaction volume of 159 million yuan, despite a 12.49% year-on-year decline in revenue reported in the Q3 financial results [1] Trading Activity - The stock reached its daily limit with a price deviation of 9.24%, leading to its inclusion on the trading list [1] - The net buying from the Shanghai Stock Connect was 4.4 million yuan, while the total net buying from brokerage seats amounted to 30.86 million yuan [1] - The top five brokerage seats accounted for a total transaction volume of 87.37 million yuan, with a net buying of 35.26 million yuan [1] Fund Flow - The stock saw a net inflow of 48.17 million yuan from major funds, with a significant inflow of 48.42 million yuan from large orders [1] - Over the past five days, the net inflow of major funds reached 60.53 million yuan [1] Financial Performance - For the first three quarters, the company reported a total revenue of 16.007 billion yuan, reflecting a year-on-year decrease of 12.49%, and a net profit of -467 million yuan [1]

Market Overview - The chemical fiber sector increased by 2.41% on November 6, with Sanfangxiang leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Stock Performance - Notable stock performances in the chemical fiber sector included: - Shenma Co., Ltd. (600810) closed at 9.98, down 2.92% with a trading volume of 452,300 shares and a turnover of 450 million yuan - Jilin Chemical Fiber (000420) closed at 4.24, down 1.40% with a trading volume of 745,000 shares and a turnover of 317 million yuan - Youfu Co., Ltd. (002427) closed at 6.93, down 1.28% with a trading volume of 95,900 shares and a turnover of 16.66 million yuan [1] Capital Flow - The chemical fiber sector saw a net inflow of 20.26 million yuan from main funds, while retail funds experienced a net inflow of 8.87 million yuan [3] - Notable capital flows included: - Sanfangxiang (600370) had a net inflow of 49.73 million yuan from main funds, but a net outflow of 22.52 million yuan from retail funds - New Fengming (603225) had a net inflow of 35.55 million yuan from main funds, with a net outflow of 11.21 million yuan from retail funds [3]