Core Points - Qibin Group announced the decision to exercise the early redemption of its convertible bonds, "Qibin Convertible Bonds," during the seventh meeting of the sixth board of directors on November 5, 2025 [2] - Investors holding "Qibin Convertible Bonds" can either continue trading in the secondary market within the specified time or convert them at a conversion price of 5.43 yuan per share, or face mandatory redemption at a price of 100 yuan per bond plus accrued interest [2] - The mandatory redemption may lead to significant investment losses for investors [2]

Company Overview - Qibin Group (SH 601636) announced on November 5 that its sixth board meeting was held, discussing the proposal for early redemption of "Qibin Convertible Bonds" [1] - As of the report, Qibin Group has a market capitalization of 19 billion yuan [1] Revenue Composition - For the year 2024, Qibin Group's revenue composition is as follows: glass manufacturing accounts for 98.04%, other businesses for 1.88%, and logistics for 0.08% [1]

证券代码：601636 证券简称：旗滨集团 公告编号：2025-104 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 关于提前赎回"旗滨转债"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： ●株洲旗滨集团股份有限公司（以下简称"公司"）股票自2025年9月30日 至2025年11月5日期间，满足连续三十个交易日中至少有十五个交易日的收盘价 不低于"旗滨转债"当期转股价格的130%（含130%，即7.06元/股），根据《株 洲旗滨集团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》"）的相关约定，已触发"旗滨转债"的赎回条款。 ●公司于2025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。 ●投资者所持"旗滨转债"除在规定时限内通过二级市场继续交易或按照 5.43元/股的转股价格进行转股外，仅能选择以 ...

甬兴证券有限公司 关于株洲旗滨集团股份有限公司 提前赎回"旗滨转债"的核查意见 甬兴证券有限公司（以下简称"保荐人"）作为株洲旗滨集团股份有限公司 （以下简称""旗滨集团"或"公司"）2021 年向不特定对象发行可转换公司债券 的保荐人，根据"证证券发行市保保荐务管理办法》 "证可转换公司债券理办法》 证市海证券交易所股票市保规则 证市海证券交易所市保公司自律监理指引第 1 号——规范运作 证市海证券交易所市保公司自律监理指引第 12 号——可转换公 司债券 等相关》律、》规和规范性文件的规定，对公司提前赎回"旗滨转债" 事项进行了核查，具体情况如下： 一、可转债发行市保概况 （一）可转债发行情况 根据中国证券监督理办委员会出具的"证关于核株株洲旗滨集团股份有限公司 公开发行可转换公司债券的批复 （证监许可[2021]409 号），公司于 2021 年 4 月 9 日向不特定对象发行面值总额为人民币 150,000 万元的可转换公司债券，期限 6 年。票面利率为第一年 0.20%、第二年 0.40%、第三年 0.60%、第四年 1.00%、 第五年 1.80%、第六年 2.00%。 （二）可转债市保情况 经市 ...

| 证券代码：601636 | 证券简称：旗滨集团 | 公告编号：2025-103 | | --- | --- | --- | | 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 第六届董事会第七次会议决议公告 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。 二、董事会会议审议情况 会议认真讨论和审议了本次会议议程事项，对有关议案进行了书面记名投票 表决，经全体董事审议和表决，会议通过了以下决议： （一）审议并通过了《关于提前赎回"旗滨转债"的议案》 表决结果：9 票同意、0 票反对、0 票弃权，通过。 公司股票自 2025 年 9 月 30 日至 2025 年 11 月 5 日期间，连续 21 个交易日 中已有 15 个交易日的收盘价不低于"旗滨转债"当期转股价格（5.43 元/股） 的 130%（含 130%，即 7.06 元/股），满足《株洲旗滨集团股份有限公司公开发 行可转换公司债券募集说明书》中约定的"连续三十个交易日中至少有十五个交 易日的收盘价不低于"旗滨转债"当期转股价格的 ...

Market Overview - The glass fiber sector increased by 0.54% on November 5, with Jinjing Technology leading the gains [1] - The Shanghai Composite Index closed at 3969.25, up 0.23%, while the Shenzhen Component Index closed at 13223.56, up 0.37% [1] Stock Performance - Jinjing Technology (600586) closed at 5.94, up 4.95% with a trading volume of 1,199,100 shares and a transaction value of 700 million [1] - Jiuding New Materials (002201) closed at 8.78, up 3.91% with a trading volume of 257,000 shares [1] - Qibin Group (601636) closed at 7.07, up 1.73% with a trading volume of 383,300 shares [1] - Other notable performers include: - Kaisheng New Energy (600876) at 11.29, up 1.71% [1] - Zaiseng Technology (603601) at 4.80, up 1.69% [1] - Sanxia New Materials (600293) at 3.34, up 1.52% [1] Capital Flow - The glass fiber sector saw a net inflow of 68.10 million from institutional investors, while retail investors experienced a net inflow of 1.59 million [2] - Notable capital flows include: - Jinjing Technology had a net outflow of 48.45 million from institutional investors [3] - China Jushi (600176) saw a net inflow of 28.19 million from institutional investors [3] - Jiuding New Materials had a net inflow of 20.33 million from institutional investors [3]

Group 1 - The company has approved a share repurchase plan, allowing for the repurchase of shares using its own or raised funds within a 12-month period from September 25, 2025, to September 24, 2026, with a total repurchase amount between RMB 100 million and 200 million [2] - The maximum repurchase price is set at RMB 9.00 per share, with an estimated repurchase quantity ranging from 11 million to 22 million shares [2] - The repurchased shares will be used for employee stock ownership plans or equity incentives [2] Group 2 - As of October 2025, the company has repurchased a total of 12,007,051 shares, representing 0.4474% of the total share capital, with a maximum purchase price of RMB 7.21 per share and a minimum of RMB 6.79 per share, totaling RMB 83,590,746.39 spent (excluding transaction fees) [3] - The cumulative repurchase amount represents 83.59% of the lower limit and 41.80% of the upper limit of the planned repurchase funds, while the quantity repurchased exceeds the lower limit by 109.16% and is 54.58% of the upper limit [3] - The implementation of the share repurchase is in compliance with relevant laws and regulations [4] Group 3 - The company will continue to actively promote the share repurchase in accordance with regulations and will make repurchase decisions based on market conditions during the repurchase period [5] - The company commits to timely information disclosure regarding the progress of the share repurchase [5]

Core Viewpoint - Qibin Group (601636) announced that as of October 31, 2025, it has repurchased a total of 12,007,051 shares, representing 0.4474% of the company's total share capital [1] Summary by Category - **Share Repurchase Details** - The company has completed the repurchase of 12,007,051 shares [1] - This repurchase accounts for 0.4474% of the total share capital [1]

Company Summary - Qibin Group announced a share repurchase of approximately 12.01 million shares, accounting for 0.4474% of the total share capital, with a total expenditure of approximately 83.59 million RMB [1] - The highest purchase price was 7.21 RMB per share, while the lowest was 6.79 RMB per share [1] - As of the report date, Qibin Group's market capitalization stands at 18.7 billion RMB [1] Industry Summary - In 2024, Qibin Group's revenue composition is as follows: glass manufacturing accounts for 98.04%, other businesses for 1.88%, and logistics for 0.08% [1] - There is a significant increase in overseas orders, with a reported surge of 246%, covering over 50 countries and regions [1] - Entrepreneurs have raised concerns about potential malicious competition as some entities are selling at a loss [1]

Core Viewpoint - Qibin Group (601636.SH) has repurchased a total of 12.0071 million shares, representing 0.4474% of the company's total share capital, with a total expenditure of RMB 83.5907 million as of October 31, 2025 [1] Summary by Relevant Sections - **Share Repurchase Details** - The highest purchase price was RMB 7.21 per share, while the lowest was RMB 6.79 per share [1] - The total amount paid does not include transaction fees [1] - **Utilization of Repurchase Funds** - The cumulative use of repurchase funds accounts for 83.59% of the lower limit of the disclosed repurchase plan [1] - This amount represents 41.80% of the upper limit of the repurchase plan [1] - **Repurchase Quantity Analysis** - The total number of shares repurchased is 109.16% of the lower limit of the disclosed repurchase plan [1] - This quantity represents 54.58% of the upper limit of the repurchase plan [1]