Core Points - Qibin Group announced that December 2 will be the last conversion day for "Qibin Convertible Bonds" [2] - Investors can either convert the bonds at a price of 5.43 CNY per share or choose to be forcibly redeemed at a face value of 100 CNY plus accrued interest, totaling 101.1737 CNY per bond [2] - If investors opt for forced redemption, they may face potential investment losses [2]

自 2025 年 11 月 28 日起，"旗滨转债"已停止交易。 最后转股日：2025 年 12 月 2 日 截至 2025 年 11 月 28 日收市后，距离 12 月 2 日（"旗滨转债"最后转股日） 仅剩 2 个交易日，12 月 2 日为"旗滨转债"最后一个转股日。 | 证券代码：601636 | 证券简称：旗滨集团 公告编号：2025-125 | | --- | --- | | 可转债代码：113047 | 可转债简称：旗滨转债 | 株洲旗滨集团股份有限公司 关于实施"旗滨转债"赎回暨摘牌的第九次提示性公告 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： 本次提前赎回完成后，"旗滨转债"将自 2025 年 12 月 3 日起在上海证券 交易所摘牌。 投资者所持"旗滨转债"除在规定时限内按照 5.43 元/股的转股价格进行 转股外，仅能选择以 100 元/张的票面价格加当期应计利息（即 101.1737 元/张） 被强制赎回。若被强制赎回，可能面临投资损失。 "旗滨转债"已停止交易，公司特提醒"旗滨转债" ...

Market Overview - The glass and fiberglass sector increased by 0.59% compared to the previous trading day, with Zai Sheng Technology leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Stock Performance - Zai Sheng Technology (603601) closed at 5.06, up 6.30% with a trading volume of 736,000 shares and a turnover of 367 million yuan [1] - Sanxia New Material (600293) closed at 3.17, up 4.62% with a trading volume of 671,100 shares and a turnover of 212 million yuan [1] - Qibin Group (601636) closed at 6.10, up 2.18% with a trading volume of 774,000 shares and a turnover of 473 million yuan [1] - Other notable stocks include Kaisheng New Energy (600876) at 10.18, up 1.90%, and North Glass (002613) at 3.86, up 1.31% [1] Capital Flow - The glass and fiberglass sector saw a net inflow of 5.0468 million yuan from institutional investors, while retail investors contributed a net inflow of 68.8737 million yuan [2] - Conversely, speculative funds experienced a net outflow of 73.9205 million yuan [2] Individual Stock Capital Flow - Zhongcai Technology (002080) had a net inflow of 34.999 million yuan from institutional investors, while it faced a net outflow of 53.912 million yuan from speculative funds [3] - Zai Sheng Technology (603601) recorded a net inflow of 22.1793 million yuan from institutional investors, with a net outflow of 17.7831 million yuan from speculative funds [3] - Sanxia New Material (600293) saw a net inflow of 21.4818 million yuan from institutional investors, while retail investors had a net outflow of 26.2026 million yuan [3]

Core Viewpoint - The company announces the redemption and delisting of its convertible bonds, "Qibin Convertible Bonds," effective from November 28, 2025, with the last conversion date set for December 2, 2025 [1][3][14]. Group 1: Redemption Details - "Qibin Convertible Bonds" will stop trading from November 28, 2025, and will be redeemed at a price of 101.1737 CNY per bond, which includes accrued interest [2][4][8]. - The redemption date is set for December 3, 2025, with the redemption registration date on December 2, 2025 [4][13]. - Investors must convert their bonds at the conversion price of 5.43 CNY per share before the last conversion date to avoid forced redemption [2][14]. Group 2: Conditions for Redemption - The conditional redemption clause was triggered as the company's stock price met the requirement of being at least 130% of the conversion price for 15 out of 30 consecutive trading days [3][6]. - The total amount of unconverted "Qibin Convertible Bonds" as of November 26, 2025, is 162.491 million CNY, accounting for 10.83% of the total issuance [30][32]. Group 3: Impact on Shareholding - The conversion of "Qibin Convertible Bonds" has led to a dilution of the controlling shareholder's stake from 38.97% to 37.97%, which touches the 1% threshold but does not trigger a mandatory takeover bid [19][20][33]. - The total share capital of the company increased to 2,929,539,887 shares following the conversion of 246,146,539 shares from the bonds [29][32].

证券代码：601636 证券简称：旗滨集团 公告编号：2025-124 可转债代码：113047 可转债简称：旗滨转债 株洲旗滨集团股份有限公司 关于控股股东、实际控制人及一致行动人权益变动触 及 1%刻度的提示性公告 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： ●本次权益变动原因：株洲旗滨集团股份有限公司（以下简称"公司"）可 转换公司债券转股使得公司股份总数增加，导致控股股东福建旗滨集团有限公司 （以下简称"福建旗滨"）、实际控制人俞其兵及其一致行动人俞勇、宁波旗滨 投资有限公司（以下简称"宁波旗滨"）合计持股比例由38.97%被动稀释至37.97%， 触及1%的整数倍，不涉及持股数量发生变化。 ●本次权益变动未触及要约收购，不会导致公司第一大股东及实际控制人发 生变动。 一、公司可转换债券的基本情况 （二）可转换债券上市情况 经上海证券交易所《关于株洲旗滨集团股份有限公司可转换公司债券上市交 易的通知》(上海证券交易所自律监管决定书[2021]182号文)同意，公司150,000 万元可转换公司债券于 ...

| 证券代码：601636 | 证券简称：旗滨集团 公告编号：2025-123 | | --- | --- | | 可转债代码：113047 | 可转债简称：旗滨转债 | 株洲旗滨集团股份有限公司 关于实施"旗滨转债"赎回暨摘牌的第八次提示性公告 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： 自 2025 年 11 月 28 日起，"旗滨转债"停止交易。 赎回登记日：2025 年 12 月 2 日 赎回价格：101.1737 元/张 赎回款发放日：2025 年 12 月 3 日 最后交易日：2025 年 11 月 27 日 年 11 月 5 日召开第六届董事会第七次会议，审议通过了《关于提前赎回"旗滨转 债"的议案》，决定行使"旗滨转债"的提前赎回权,按照债券面值加当期应计利 息的价格对赎回登记日登记在册的"旗滨转债"全部赎回。具体内容详见公司于 2025 年 11 月 6 日披露的《关于提前赎回"旗滨转债"的公告》（公告编号：2025-104）。 现依据《上市公司证券发行注册管理办法》《可转换公司债券管理办 ...

Core Viewpoint - The announcement from Qibin Group indicates that as of November 26, 2025, a total of 1.338 billion yuan of "Qibin Convertible Bonds" has been converted into the company's A-shares, resulting in a total conversion of 246 million shares, which accounts for 9.16% of the total shares issued by the company before the conversion [1] Summary by Sections - **Convertible Bonds Conversion** - As of November 26, 2025, 1.338 billion yuan of "Qibin Convertible Bonds" has been converted into A-shares [1] - The total number of shares converted amounts to 246 million [1] - This conversion represents 9.16% of the total shares issued by the company prior to the conversion [1] - **Impact on Shareholding Structure** - From November 20 to November 26, 2025, a total of 74.977 million shares were converted [1] - The total share capital of the company has increased as a result of this conversion [1] - The shareholding ratio of the controlling shareholder, Fujian Qibin, and actual controllers Yu Qibin and his associates Yu Yong and Ningbo Qibin has been diluted from 38.97% to 37.97% [1] - There is no change in the number of shares held, and this will not lead to a change in the largest shareholder or actual controller [1]

Market Overview - The glass and fiberglass sector experienced a decline of 1.55% on November 27, with Honghe Technology leading the drop [1] - The Shanghai Composite Index closed at 3875.26, up 0.29%, while the Shenzhen Component Index closed at 12875.19, down 0.25% [1] Stock Performance - Key stocks in the glass and fiberglass sector showed varied performance: - Qibin Group (601636) closed at 5.97, up 3.47% with a trading volume of 734,400 shares and a turnover of 431 million yuan [1] - Jinjing Technology (600586) closed at 5.76, up 1.23% with a trading volume of 305,200 shares and a turnover of 174 million yuan [1] - Honghe Technology (603256) closed at 32.35, down 4.66% with a trading volume of 351,900 shares and a turnover of 1.185 billion yuan [2] - China Glass (600176) closed at 14.91, down 1.91% with a trading volume of 279,900 shares and a turnover of 423 million yuan [2] Capital Flow - The glass and fiberglass sector saw a net outflow of 233 million yuan from institutional investors, while retail investors had a net inflow of 308 million yuan [2] - Detailed capital flow for specific stocks indicates: - Qibin Group had a net inflow of 17.84 million yuan from institutional investors [3] - Jinjing Technology experienced a net outflow of 13.56 million yuan from retail investors [3] - South Glass A (000012) had a net inflow of 6.39 million yuan from institutional investors [3]

Core Viewpoint - As of November 26, a total of 74 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Longest Continuous Net Inflows - The stocks with the longest continuous net financing inflows are Huadian International, Lutai A, Guoke Military Industry, and Gongda High-Tech, each having recorded net inflows for 10 consecutive trading days [1] - Other notable stocks with significant net inflows include Bailong Oriental, Zhongchen Technology, Qibin Group, Yongjin Co., Zhuoyue Technology, Guizhou Gas, and Hongchuan Wisdom, which have also shown considerable financing activity [1]

Core Points - The company has announced the early redemption of its convertible bonds, "Qibin Convertible Bonds," with a redemption price of 101.1737 CNY per bond, effective from December 3, 2025 [1][2][6] - The last trading day for the bonds is November 27, 2025, and the last conversion day is December 2, 2025 [1][12] - The early redemption was triggered as the stock price met the condition of being at least 130% of the conversion price for 15 out of 30 consecutive trading days [3][4] Redemption Details - Redemption registration date is December 2, 2025, and the redemption payment date is December 3, 2025 [1][11] - Investors can either trade the bonds in the secondary market or convert them at a price of 5.43 CNY per share before the last trading day [2][3] - The company will freeze all unconverted bonds after the redemption registration date [9][14] Financial Calculations - The accrued interest for the bonds is calculated using the formula: IA = B × i × t ÷ 365, where B is the total face value, i is the annual coupon rate of 1.8%, and t is the number of days from the last interest payment to the redemption date [6][5] - The total accrued interest amounts to 1.1737 CNY per bond, leading to a total redemption price of 101.1737 CNY [6][5] Tax Implications - Individual investors are subject to a 20% tax on the interest income, resulting in a net redemption amount of 100.9390 CNY per bond after tax [6][7] - For qualified foreign institutional investors, the company will distribute the gross redemption amount of 101.1737 CNY per bond [8][7] Trading and Listing - The "Qibin Convertible Bonds" will be delisted from the Shanghai Stock Exchange on December 3, 2025 [13][10] - Investors are advised to convert or sell their bonds within the specified time frame to avoid forced redemption [15][14]