（文章来源：证券日报） 证券日报网讯 1月21日，环旭电子发布公告称，投资者所持"环旭转债"除在规定时限内通过二级市场继 续交易或按照 18.58元的转股价格进行转股外，仅能选择以 100 元/张的票面价格加当期应计利息1.6323 元/张（即合计 101.6323 元/张）被强制赎回。若被强制赎回，可能面临较大投资损失。 ...

| 证券代码：601231 | 证券简称：环旭电子 公告编号：2026-007 | | --- | --- | | 转债代码：113045 | 转债简称：环旭转债 | 环旭电子股份有限公司 关于实施"环旭转债"赎回暨摘牌的 第一次提示性公告 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： 截至 2026 年 1 月 21 日收市后，距离 1 月 23 日（"环旭转债"最后交易日） 仅剩 2 个交易日，1 月 23 日为"环旭转债"最后一个交易日。 最后转股日：2026 年 1 月 28 日 截至 2026 年 1 月 21 日收市后，距离 1 月 28 日（"环旭转债"最后转股日） 仅剩 5 个交易日，1 月 28 日为"环旭转债"最后一个转股日。 环旭电子股份有限公司（以下简称"公司"）股票自 2025 年 12 月 8 日至 2026 年 1 月 7 日连续 30 个交易日内有 20 个交易日收盘价格不低于"环旭转债"当期 转股价格 18.58 元/股的 130%（即 24.154 元/股）。根据《环旭电子 ...

截至发稿，陈佳昀累计任职时间8年233天，现任基金资产总规模124.55亿元，任职期间最佳基金回报 73.17%， 任职期间最差基金回报-0.1%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，万家基金旗下1只基金重仓环旭电子。万家惠裕回报6个月持有期混合A（011243）三季度持 有股数2.3万股，与上期相比持股数量不变，占基金净值比例为0.65%，位居第九大重仓股。根据测算， 今日浮盈赚取约3.7万元。 万家惠裕回报6个月持有期混合A（011243）成立日期2021年6月28日，最新规模5480.9万。今年以来收 益0.49%，同类排名7937/8844；近一年收益7.18%，同类排名6814/8091；成立以来收益13.57%。 万家惠裕回报6个月持有期混合A（011243）基金经理为陈佳昀。 1月21日，环旭电子涨5.37%，截至发稿，报31.59元/股，成交12.74亿元，换手率1.85%，总市值720.04 亿元。 资料显示， ...

Core Viewpoint - The announcement details the early redemption and delisting of the "Huanxu Convertible Bonds" by Huanxu Electronics, highlighting key dates and conditions for bondholders [1][4][14]. Group 1: Redemption Details - The last trading day for the "Huanxu Convertible Bonds" is January 23, 2026, with the last conversion day set for January 28, 2026 [2][3][13]. - The redemption price is set at 101.6323 CNY per bond, which includes the face value and accrued interest [4][10]. - The redemption will be executed on January 29, 2026, following the redemption registration date of January 28, 2026 [6][12]. Group 2: Conditions for Redemption - The conditional redemption clause was triggered as the company's stock price met the criteria of being above 130% of the conversion price for at least 20 out of 30 trading days [5][8]. - The company has the right to redeem all or part of the unconverted bonds if the remaining balance is less than 30 million CNY [7][8]. Group 3: Investor Guidance - Bondholders are advised to convert or sell their bonds within the specified timeframe to avoid forced redemption [5][19]. - The company will issue a reminder announcement regarding the redemption before the end of the redemption period [11].

证券日报网讯 1月20日，环旭电子发布公告称，公司决定提前赎回"环旭转债"，赎回价格101.6323元/ 张，赎回登记日2026年1月28日，赎回款发放日2026年1月29日，赎回完成后"环旭转债"将于2026年1月 29日摘牌。 （文章来源：证券日报） ...

| 证券代码：601231 | 证券简称：环旭电子 | 公告编号：2026-006 | | --- | --- | --- | | 转债代码：113045 | 转债简称：环旭转债 | | 环旭电子股份有限公司 关于实施"环旭转债"赎回暨摘牌的公告 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 因提前赎回"环旭转债",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 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | | | | | 期间 | 止日 | | | 113045 | 环旭转债 | 可转债债券停牌 | 2026/1/26 | | | | 截至 2026 年 1 月 20 日收市后，距离 1 月 23 日（"环旭转债"最后交易日） 仅剩 3 个交易日，1 月 23 日为"环旭转债"最后一个交易日。 1.6323 元/张（即合计 101.6323 元/张）被强制赎 ...

每经AI快讯，"A股绿色报告"项目监控到的数据显示，环旭电子（601231）控股子公司环鸿电子（昆 山）有限公司电子产品模组及视讯、车用PCBA控制板产品改造升级项目环评审批获原则同意。该项目 总投资额达9000万元。该审批信息于2026年1月5日被相关监管机构披露。 | | 基础化工 | 江西省 | | --- | --- | --- | | | | 上海市 | | 环境违法违规 | 建筑装饰 | 四川省 | | | | 北京市 | | | 农林牧渔 | 海南市 | | | 环保 | 江苏省 | 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自 担。 "A股绿色报告"项目由每日经济新闻联合环保领域知名NGO公众环境研究中心（IPE）共同推出，旨在 让上市公司环境信息更加阳光透明。本项目基于31个省（区、市）、337个地级市政府发布的权威环境 监管数据，筛选监控上市公司及其旗下公司（包括分公司、参股公司和控股公司）的环境表现，加以专 业数据分析及深入解读，每日智能写作及时发布上市公司AI绿报，每周推出A股绿色周报，定期动态更 新上市公司环境风险榜。 上期（总第229期）A股绿色周 ...

Group 1 - The core viewpoint of the article highlights a strong rebound in AI computing hardware, with significant gains in related stocks and a forecasted explosive growth in AI server shipments by 2026 [1] - Goldman Sachs' analyst team predicts that the penetration rate of ASIC chips will rise to 40%, leading to a more than double year-on-year increase in shipments of 800G/1.6T optical modules [1] - The acceleration of ASIC chip penetration is expected to drive the AI server and optical communication industries towards a trillion-dollar market [1] Group 2 - In the consumer electronics sector, Apple's upcoming foldable iPhone is anticipated to be a strong catalyst for the smartphone market, while the PC market continues to face significant challenges [1] - Goldman Sachs emphasizes that demand for AI-related technologies and high-end hardware will continue to drive revenue growth in China's semiconductor, optical communication, and PCB industries [1] - Emerging sectors such as smart driving, AI software, and low-orbit satellites are accelerating their implementation due to policy and technological breakthroughs, providing diversified investment opportunities [1] Group 3 - The communication ETF Huaxia (515050) tracks the CSI 5G communication theme index, focusing on electronic (chips, PCBs, consumer electronics) and communication (optical modules, servers) computing hardware [1] - The top five holdings in the ETF include Zhongji Xuchuang, Xinyi Sheng, Luxshare Precision, Industrial Fulian, and Zhaoyi Innovation [1]

Group 1 - The consumer electronics manufacturing index increased by 2% during intraday trading on January 16 [1] - Huanxu Electronics saw a rise of over 8% [1] - Industrial Fulian increased by 5%, with other companies like Lingyi iTech, Luxshare Precision, and Wentai Technology also experiencing gains [1]

Market Performance - On January 15, the three major indices showed mixed results, with the Shanghai Composite Index briefly falling below 4100 points, closing down 0.33% [1] - The Shenzhen Component Index rose by 0.41%, and the ChiNext Index increased by 0.56% [1] - The total trading volume in the Shanghai and Shenzhen markets approached 3 trillion yuan, significantly down by over 1 trillion yuan compared to the previous day [1] Sector Performance - The semiconductor sector strengthened in the afternoon, with stocks like Xidian Co. hitting a 20% limit up and reaching a historical high [1] - The CPO concept saw fluctuations, with stocks like Huanxu Electronics also hitting the limit up [1] - The tourism and hotel sector was active, with stocks such as Shaanxi Tourism and Zhongxin Tourism reaching their limit up [1] - The non-ferrous metals sector also saw gains, with stocks like Sichuan Gold and Luoping Zinc Electric hitting the limit up [1] - Conversely, sectors like AI applications and commercial aerospace experienced significant declines [1] Stock Highlights - A total of 55 stocks hit the limit up across the market (excluding ST and delisted stocks), with 16 stocks on consecutive limit up days [1] - Notable stocks included Bofei Electric in the chemical sector with 5 consecutive limit ups, and AI application stocks like People's Daily with 4 consecutive limit ups [1][7] - The smart grid sector saw Sanbian Technology achieving 4 limit ups over 7 days [8] Investment Insights - TSMC is expected to have capital expenditures of $52 billion to $56 billion in 2026, with a total of $40.9 billion in 2025 [9] - The State Grid Corporation of China is projected to invest 4 trillion yuan in fixed assets during the 14th Five-Year Plan, a 40% increase from the previous plan [9] - The People's Bank of China announced a reduction in the minimum down payment ratio for commercial property loans to 30% [9]