【内容摘要】11月24日，资金面宽松无虞，主要回购利率低位盘整；债市整体窄幅震荡；转债市场主要 指数集体跟涨，转债个券多数上涨；各期限美债收益率普遍下行，主要欧洲经济体10年期国债收益率普 遍下行。 一、债市要闻 （一）国内要闻 【习近平同美国总统特朗普通电话】11月24日晚，国家主席习近平同美国总统特朗普通电话。习近平指 出，上个月我们在韩国釜山成功举行会晤，达成很多重要共识，为中美关系这艘巨轮稳健前行校准航 向、注入动力，也向世界传递积极信号。釜山会晤以来，中美关系总体稳定向好，受到两国和国际社会 普遍欢迎，事实再次说明，中美"合则两利、斗则俱伤"是经过实践反复验证的常识，中美"相互成就、 共同繁荣"是看得见、摸得着的实景。双方要保持住这个势头，坚持正确方向，秉持平等、尊重、互惠 态度，拉长合作清单、压缩问题清单，争取更多积极进展，为中美关系打开新的合作空间，更好造福两 国人民和世界人民。 【央行开展万亿元MLF操作，连续九个月超量续做】11月24日，据央行消息，11月25日，央行以固定 数量、利率招标、多重价位中标方式开展10000亿元MLF（中期借贷便利）操作，期限为1年期。Wind 数据显示，11月 ...

Group 1 - The core point of the news is that Peng Bo Shi (600804) has received a second administrative penalty from the Qingdao Securities Regulatory Bureau for failing to disclose significant guarantees and major lawsuits, which increases the potential for investor claims [1] - The first administrative penalty was issued on August 16, 2024, for failing to disclose related party transactions, significant contracts, and false records in annual reports from 2012 to 2022, with specific instances of profit inflation and asset overstatement detailed [1][2] - The company reported a net asset reduction of 196 million in each year from 2020 to 2022, representing 21.77%, 14.27%, and 18.51% of the net assets at the end of those years respectively [2] Group 2 - Investors who purchased Peng Bo Shi stock between April 12, 2013, and July 18, 2023, and sold or held the stock after July 18, 2023, may initiate claims, with previous successful judgments as precedents [2] - The company issued bonds "17 Peng Bo Debt" and "18 Peng Bo Debt" between 2017 and 2018, with the latter extended to 2024, which were based on financial statements from 2014 to 2022 [2] - Guizhou Bailin (002424) has also received a notice of investigation from the Securities Regulatory Commission for suspected information disclosure violations, indicating ongoing regulatory scrutiny in the industry [3]

Group 1 - The core viewpoint of the articles revolves around legal actions taken against companies Peng Bo Shi and Jiangsu Wu Zhong for failing to disclose significant financial information and engaging in fraudulent activities, leading to investor lawsuits [1][2][3] - Peng Bo Shi has been found guilty of not disclosing related party transactions, major contracts, and false records in annual reports from 2012 to 2022, resulting in a court ruling favoring investors [1][2] - Jiangsu Wu Zhong has been implicated in inflating revenue, costs, and profits in its annual reports from 2020 to 2023, with specific figures detailing the extent of the inflation [2][3] Group 2 - Investors who purchased shares of Peng Bo Shi between April 12, 2013, and July 18, 2023, and sold or held them after July 18, 2023, are eligible to file claims, with precedents of successful rulings [2] - For Jiangsu Wu Zhong, investors who bought shares between April 20, 2019, and February 27, 2025, and sold or held them after February 27, 2025, can also initiate claims based on the company's violations [3] - The legal team continues to accept claims from other investors affected by these companies' actions, indicating ongoing legal proceedings and potential for further rulings [1][2][3]

Group 1 - The core focus of Qingdao is on developing embodied intelligent robots as part of its innovative "10+1" industrial system, with 26 key tasks being advanced across five dimensions: technological breakthroughs, platform support, product innovation, resource supply, and ecological aggregation [1] - Qingdao has established a complete industrial chain covering "big and small brains, body, components, and application scenarios," with key component companies deeply integrated into the industry chain [1] - The city has positioned the Laoshan District Artificial Intelligence Industrial Park as the core platform for the embodied intelligent robot industry, attracting over 260 AI companies and forming a complete industrial cluster [2] Group 2 - Qingdao has developed a robust core component industry chain for robots, including high-precision motors, micro-sensors, reducers, and joint modules, achieving over 50% market share in the downstream of the embodied intelligent industry [2] - The city is leveraging its advantages in industrial, rehabilitation, and marine fields to build training scenarios, including general, rehabilitation, and marine training areas, enhancing the application ecosystem for embodied intelligence in healthcare [2] - Qingdao has established an embodied intelligent robot industry fund with a target scale of 10 billion yuan, aimed at accelerating the development of "Qingdao-made" embodied intelligent robots by integrating technology, talent, and industrial resources [3]

Group 1 - Kanghong Pharmaceutical received a drug registration certificate for Lifisig Eye Drops, approved for treating dry eye symptoms [1] - Kanghong Biotech, a wholly-owned subsidiary, received clinical trial approval for KH813 injection for metastatic non-squamous non-small cell lung cancer [1] - Kanghong Pharmaceutical was established in October 1996, focusing on drug and medical device research, production, and sales [1] Group 2 - Guoyuyuan's subsidiary received a government subsidy of 7.5521 million yuan, accounting for 10.14% of the company's audited net profit for 2024 [2] - Guoyuyuan was founded in November 1996, specializing in drug research, production, and sales [3] Group 3 - Haicheng Bonda's subsidiary signed a lease termination agreement, incurring a termination fee of 3.35 million USD [4] - Haicheng Bonda was established in December 2009, providing comprehensive modern logistics services [4] Group 4 - Hongxin Electronics' subsidiary signed contracts totaling 373 million yuan for computing power business [5] - Hongxin Electronics was founded in September 2003, focusing on FPC research, design, manufacturing, and sales [6] Group 5 - Tianbang Food reached a settlement agreement regarding a 1.214 billion yuan lawsuit, agreeing to repay 410 million yuan over 36 months [8] - Tianbang Food was established in September 1996, specializing in pig farming and pork processing [9] Group 6 - Daoshi Technology's controlling shareholder plans to reduce holdings by up to 1.97% of the company's shares [10] - Daoshi Technology was founded in September 2007, focusing on ceramic color glazes and related products [10] Group 7 - Jinpu Titanium is planning a major asset restructuring, leading to a stock suspension [10] - Jinpu Titanium was established in November 1989, specializing in titanium dioxide production and sales [11] Group 8 - Shenzhen Energy plans to invest 6.332 billion yuan in upgrading the Mawan Power Plant [12] - Shenzhen Energy was founded in August 1993, focusing on conventional and renewable energy development [13] Group 9 - Lihua Co. plans to reduce holdings by up to 3% of the company's shares [14] - Lihua Co. was established in June 1997, specializing in the breeding and sales of poultry [15] Group 10 - China Communications Construction Company plans to repurchase shares worth 500 million to 1 billion yuan [16] - China Communications Construction Company was founded in October 2006, focusing on infrastructure design and construction [17] Group 11 - Huatiankeji's subsidiary received a government subsidy of 80.6569 million yuan, accounting for 13.09% of the company's latest audited net profit [20] - Huatiankeji was established in December 2003, specializing in integrated circuit packaging and testing [21] Group 12 - Luxin Chuangtou plans to acquire shares in Hongke Electronics for a total of 9 million yuan [23] - Luxin Chuangtou was founded in November 1993, focusing on venture capital and industrial development [24] Group 13 - Feilong Co.'s controlling shareholder plans to reduce holdings by up to 563,250 shares [25] - Feilong Co. was established in January 2001, specializing in thermal management components for automotive and civil applications [26] Group 14 - Linglong Tire submitted an application for H-share listing on the Hong Kong Stock Exchange [27] - Linglong Tire was founded in June 1994, focusing on tire design, development, manufacturing, and sales [27] Group 15 - Saiwei Electronics plans to acquire 9.5% of its subsidiary's shares for up to 324 million yuan [28] - Saiwei Electronics was established in May 2008, focusing on MEMS chip development and semiconductor equipment [28] Group 16 - Suzhou Bank's major shareholder plans to increase holdings by no less than 400 million yuan [29] - Suzhou Bank was founded in December 2004, focusing on various banking services [29]

Group 1 - The company, Pengbo Telecom Media Group Co., Ltd., has received a decision from the Shanghai Stock Exchange to terminate its stock listing, effective June 10, 2025, with a trading period of 15 days until June 30, 2025 [1][2] - The company has appointed Jianghai Securities Co., Ltd. as its main sponsor to facilitate the transfer of shares to the National Equities Exchange and Quotations system after the delisting [2] - Jianghai Securities Co., Ltd. was established on December 15, 2003, and is a limited liability company based in Harbin, specializing in various securities services [2] Group 2 - After the stock is officially delisted, the company will announce the procedures for share confirmation, registration, and custody [3] - Investors are advised to pay attention to the announcements from the appointed main sponsor regarding the share confirmation process [3]

证券代码：600804 证券简称：退市鹏博 公告编号：2025-070 鹏博士电信传媒集团股份有限公司 股票终止上市暨摘牌的公告 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： 证券停复牌情况：适用 因公司股票终止上市,本公司的相关证券停复牌情况如下： | 证券代码 | 证券简称 | 停复牌类型 | | 停牌起始日 | 停牌 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 期间 | | | | 600804 | 退市鹏博 | A 股 | 停牌 | 2025/7/1 | | | | 是否进入退市板块挂牌：是。 主办券商：江海证券有限公司。 第一节 终止上市股票的证券种类、简称、代码、终止上市决定日期 1、证券种类：人民币普通股 公司股票于2025年6月10日进入退市整理期，截至2025年6月30日公司股票已 在退市整理期交易满 15个交易日，退市整理期已结束。 公司股票将于2025年7月3日被上海证券交易所 ...

| 证券代码：600804 | 证券简称：退市鹏博 | 公告编号：临2025-071 | | --- | --- | --- | | 债券代码：143606 | 债券简称：18鹏博债 | | 鹏博士电信传媒集团股份有限公司 关于聘请主办券商的公告 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。 一、聘请主办券商的情况说明 鹏博士电信传媒集团股份有限公司（以下简称"公司 "）于2025年5月30 日收到上海证券交易所出具的自律监管决定书《关于鹏博士电信传媒集团股份 有限公司股票终止上市的决定》（[2025]120号），上海证券交易所决定终止 公司股票上市。根据《上海证券交易所股票上市规则》的相关规定，公司股 票于2025年6月10日进入退市整理期交易。退市整理期为15个交易日，最后交 易日为2025年6月30日。退市整理期届满后5个交易日内，上海证券交易所将 对公司股票予以摘牌，公司股票终止上市。 根据《股票上市规则》第 9.1.15 条的规定，公司应当聘请具有主办券商业 务资格的证券公司，在上交所作出终止股票上市决定后立即安排 ...

Core Viewpoint - The company Pengbo will have its stock delisted from the Shanghai Stock Exchange on July 3, following the completion of its 15-day trading period in the delisting arrangement [1] Group 1 - The stock of Pengbo entered the delisting arrangement period on June 10 [1] - As of June 30, the company has completed the required trading days in the delisting arrangement [1] - The delisting will be officially executed on July 3 [1]

Group 1 - The stock of退市鹏博 (600804) experienced a limit down today, with a turnover rate of 10.18% and a transaction amount of 20.83 million yuan, showing a fluctuation of 14.29% [2] - The stock was listed on the Shanghai Stock Exchange's watch list due to a decline of 7.26% in its daily price deviation, with a net buying amount of 1.297 million yuan from brokerage seats [2] - In the past six months, the stock has appeared on the龙虎榜 22 times, with an average price drop of 3.01% the next day and an average drop of 14.06% over the following five days [3] Group 2 - The stock saw a net outflow of 1.3265 million yuan in main funds today, with a significant outflow of 3.5417 million yuan from large orders, while large orders saw a net inflow of 2.2153 million yuan [3] - The company's Q1 report indicated a revenue of 389 million yuan, a year-on-year decrease of 16.03%, and a net loss of 113 million yuan [3] - The top buying brokerage was 广发证券 with a purchase amount of 1.2935 million yuan, while the top selling brokerage was 东方财富 with a selling amount of 907,400 yuan [4]