民生证券股份有限公司 关于深圳市景旺电子股份有限公司 提前赎回"景 23 转债"的核查意见 民生证券股份有限公司（以下简称"民生证券"或"保荐机构"）作为深圳 市景旺电子股份有限公司（以下简称"景旺电子"或"公司"）2023 年公开发行 可转换公司债券的保荐机构，根据《证券发行上市保荐业务管理办法》《可转换 公司债券管理办法》《上海证券交易所股票上市规则》《上海证券交易所上市公 司自律监管指引第 1 号——规范运作》和《上海证券交易所上市公司自律监管指 引第 12 号——可转换公司债券》等相关法规和规范性文件的要求，就景旺电子 提前赎回"景 23 转债"事项进行了核查，具体情况如下： 一、"景 23 转债"发行上市概况 经中国证券监督管理委员会《关于核准深圳市景旺电子股份有限公司公开发 行可转换公司债券的批复》（证监许可[2023]127 号）核准，公司于 2023 年 4 月 4 日公开发行可转换公司债券 1,154.00 万张，每张面值 100 元，募集资金总额 为人民币 115,400.00 万元，期限 6 年。可转换公司债券票面利率为：第一年 0.30%，第二年 0.50%，第三年 1.00%，第四年 ...

| 证券代码：603228 | 证券简称：景旺电子 | | 公告编号：2025-102 | | --- | --- | --- | --- | | 债券代码：113669 | 债券简称：景 23 | 转债 | | 深圳市景旺电子股份有限公司 第五届董事会第四次会议决议公告 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。 具体内容详见公司同日披露于上海证券交易所网站（www.sse.com.cn）及指 定信息披露媒体上的《景旺电子关于提前赎回"景 23 转债"的公告》（公告编号： 2025-103）。 特此公告。 深圳市景旺电子股份有限公司董事会 2025 年 9 月 10 日 公司股票存在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当 期转股价格的 130%的情形，已经触发公司《公开发行可转换公司债券募集说明 书》的有条件赎回条款。结合当前市场情况及公司自身发展规划，为减少公司财 务费用和资金成本，降低公司资产负债率，进一步优化公司整体资产结构，经审 慎考虑，公司董事会决定行使"景 23 转债"的提前赎回权利，按照债券面 ...

责任编辑：小浪快报 第1笔成交价格为53.30元，成交4.30万股，成交金额229.19万元，溢价率为0.00%，买方营业部为国联民 生证券股份有限公司总部，卖方营业部为中信证券股份有限公司上海分公司。 进一步统计，近3个月内该股累计发生64笔大宗交易，合计成交金额为7.14亿元。该股近5个交易日累计 下跌12.78%，主力资金合计净流出7.22亿元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 9月8日，景旺电子收跌2.56%，收盘价为53.30元，发生1笔大宗交易，合计成交量4.3万股，成交金额 229.19万元。 ...

Group 1 - On September 8, Jingwang Electronics executed a block trade of 43,000 shares, with a transaction value of 2.2919 million yuan, accounting for 0.15% of the total transaction volume for the day [1] - The transaction price was 53.3 yuan, which was in line with the market closing price of 53.3 yuan [1]

Company Overview - Jingwang Electronics, established on March 9, 1993, is located in Shenzhen, Guangdong Province, and specializes in the research, production, and sales of printed circuit boards (PCBs) [1] - The company's main business revenue composition is 94.67% from printed circuit boards and 5.33% from other supplementary sources [1] Stock Performance - On September 5, Jingwang Electronics' stock rose by 5.07%, reaching a price of 54.67 CNY per share, with a trading volume of 1.392 billion CNY and a turnover rate of 2.80% [1] - The total market capitalization of Jingwang Electronics is 51.542 billion CNY [1] Fund Holdings - According to data, one fund under GF Fund Management holds a significant position in Jingwang Electronics, specifically the GF Science and Technology Theme Flexible Allocation Mixed Fund (LOF) [2] - As of the second quarter, this fund held 552,500 shares of Jingwang Electronics, accounting for 3.79% of the fund's net asset value, making it the fifth-largest holding [2] - The fund has achieved a year-to-date return of 24.25% and a one-year return of 54.1%, ranking 2400 out of 8178 and 1741 out of 7978 in its category, respectively [2]

Group 1 - The core viewpoint of the news is that Jingwang Electronics has seen a significant increase in its stock price, rising by 5.07% to 54.67 CNY per share, with a trading volume of 1.392 billion CNY and a turnover rate of 2.80%, leading to a total market capitalization of 51.542 billion CNY [1] - Jingwang Electronics, established on March 9, 1993, and listed on January 6, 2017, is primarily engaged in the research, production, and sales of printed circuit boards, with 94.67% of its revenue coming from this main business and 5.33% from other supplementary activities [1] Group 2 - From the perspective of fund holdings, Jingwang Electronics is a significant position in the portfolio of the Jingguan Taifu Innovation Power Mixed Fund A (022336), which held 36,200 shares, accounting for 3.02% of the fund's net value, making it the sixth-largest holding [2] - The Jingguan Taifu Innovation Power Mixed Fund A was established on December 24, 2024, with a latest scale of 49.6468 million CNY and has achieved a year-to-date return of 15.8%, ranking 3895 out of 8178 in its category [2] - The fund manager, Cao Yongzhi, has been in the position for 256 days, with the fund's total assets amounting to 50.1113 million CNY, achieving a best return of 15.81% and a worst return of 15.49% during his tenure [2]

Company Overview - Jingwang Electronics, established on March 9, 1993, and listed on January 6, 2017, is located in Shenzhen, Guangdong Province, specializing in the research, production, and sales of printed circuit boards (PCBs) [1][2] - The company's main business revenue composition is 94.67% from printed circuit boards and 5.33% from other supplementary services [1] Stock Performance - As of September 5, the stock price of Jingwang Electronics increased by 2.02% to 53.08 CNY per share, with a total market capitalization of 50.043 billion CNY [1] - Year-to-date, the stock price has risen by 96.30%, but it has seen a decline of 16.92% in the last five trading days and 10.97% over the last 20 days [1] - The stock has appeared on the daily trading leaderboard five times this year, with the most recent instance on September 2, where it recorded a net buy of -50.4725 million CNY [1] Financial Performance - For the first half of 2025, Jingwang Electronics reported a revenue of 7.095 billion CNY, representing a year-on-year growth of 20.93%, while the net profit attributable to shareholders decreased by 1.06% to 650 million CNY [2] - The company has distributed a total of 3.057 billion CNY in dividends since its A-share listing, with 1.593 billion CNY distributed in the last three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 15.29% to 41,600, with an average of 22,190 circulating shares per shareholder, an increase of 18.29% [2] - Notable institutional shareholders include Hong Kong Central Clearing Limited, which holds 12.1388 million shares, and Southern CSI 500 ETF, which increased its holdings by 2.3751 million shares [3]

9月4日，景旺电子跌5.01%，截至发稿，报52.34元/股，成交12.07亿元，换手率2.36%，总市值493.45亿 元。 南方数字经济混合A（019410）成立日期2023年11月14日，最新规模3093.33万。今年以来收益36.9%， 同类排名1420/8180；近一年收益66.69%，同类排名1303/7978；成立以来收益54.92%。 南方数字经济混合A（019410）基金经理为王博。 截至发稿，王博累计任职时间5年300天，现任基金资产总规模47.63亿元，任职期间最佳基金回报 82.48%， 任职期间最差基金回报-43.42%。 南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年139天，现任基金资产总规模1389.99亿元，任职期间最佳基金回报 141.73%， 任职期间最差基金回报-47.6%。 从基金十大重仓股角度 数据显示，南方基金旗下1只基金重仓景旺电子。南方数字经济混合A（019410）二季度减持6300股， 持有股数4.34万股，占基金净值比例为4.41%，位居第八大重仓股。根据测算，今日浮亏损失约11.98万 元。 资料显示，深圳市景 ...

Group 1 - The company issued convertible bonds named "Jing 23 Convertible Bonds" on April 4, 2023, with a total of 11.54 million bonds and a total fundraising amount of RMB 1.154 billion, with a maturity of 6 years [1] - The coupon rates for the "Jing 23 Convertible Bonds" are set at 0.30% for the first year, increasing to 2.00% by the sixth year [1] - The bonds were listed for trading on May 9, 2023, under the code "113669" [1] Group 2 - The initial conversion price for the "Jing 23 Convertible Bonds" is set at RMB 25.71 per share, with the latest conversion price adjusted to RMB 23.91 per share [2] - The conversion price has been adjusted multiple times due to annual profit distributions, with the most recent adjustment occurring on June 11, 2025, bringing the price down to RMB 23.91 per share [2] Group 3 - The company has conditional redemption clauses for the "Jing 23 Convertible Bonds," allowing redemption if the stock price exceeds 130% of the conversion price for 15 out of 30 consecutive trading days or if the remaining unconverted bonds are less than RMB 30 million [3] - The company decided not to exercise the early redemption right on February 19, 2025, despite the stock price meeting the redemption criteria [5] - Future redemption rights will be reassessed after August 19, 2025, based on stock price performance [5][6]

Core Insights - On September 2, the Shanghai Composite Index fell by 0.45%, with institutional investors appearing on the trading lists of 28 stocks, net buying 13 and net selling 15 [1][2]. Institutional Trading Summary - The stock with the highest net buying by institutional seats was Lioo Co., which closed up 1.04% with a turnover rate of 34.11% and a transaction volume of 11.93 billion [2][5]. - The stock with the largest net selling was Jingwang Electronics, which saw a drop of 10.00% and a net selling amount of 290.28 million [3][6]. Stock Performance - Stocks with significant institutional net buying included: - Lioo Co.: Net buying of 222.45 million, closing up 1.04% [5]. - Giant Wheel Intelligent: Net buying of 91.08 million, closing up 10.01% [3][5]. - Slin Co.: Net buying of 86.56 million, closing up 11.32% [5]. - Stocks with significant institutional net selling included: - Jingwang Electronics: Net selling of 290.28 million, closing down 10.00% [6][9]. - Innovation Medical: Net selling of 216.24 million, closing down 3.33% [6][9]. - Hengbao Co.: Net selling of 138.32 million, closing down 9.99% [6][9]. Market Trends - The average increase for stocks with institutional net buying was 4.58%, outperforming the Shanghai Composite Index [3]. - The probability of stocks with institutional net buying rising the next day was 49.35%, with a 46.43% chance of outperforming the index [3]. Stock Connect Activity - On September 2, 27 stocks on the trading list had either Shanghai or Shenzhen Stock Connect participation, with notable net buying in Jianghai Co. (234.93 million), Jingwang Electronics (192.38 million), and Cambridge Technology (105.22 million) [7][8].