| 证券代码：603289 | 证券简称：泰瑞机器 | 公告编号：2026-008 | | --- | --- | --- | | 债券代码：113686 | 债券简称：泰瑞转债 | | 泰瑞机器股份有限公司 关于 2026 年第一季度可转债转股结果暨股份变动公告 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： 累计转股情况：截至 2026 年 3 月 31 日，已累计 1,401,000 元"泰瑞转 债"转换成泰瑞机器股份有限公司（以下简称"本公司"或"公司"）股份，因 转股形成的股份数量为 169,187 股，占可转债转股前公司已发行股份总额的 0.06%。 未转股可转债情况：截至 2026 年 3 月 31 日，公司尚未转股的"泰瑞转 债"金额为 336,399,000 元，占"泰瑞转债"发行总量的 99.59%。 本季度转股情况：自 2026 年 1 月 1 日至 2026 年 3 月 31 日，共有 11,000 元"泰瑞转债"已转换成公司股份，本期因转股形成的股份数量为 1,345 股。 一、可转债 ...

Group 1: Key Insights on Convertible Bonds - The report highlights the top ten convertible bonds for April, including companies like Meinuohua, Tai Rui Machinery, Jiangsu Huachen, Youfa Group, Huakang Clean, Asia Pacific Technology, Fuchun Dyeing and Weaving, Ruikeda, Hongya CNC, and Hebang Bio [2][10]. - The overall market for convertible bonds shows a 1.28% increase in the China Securities Convertible Bond Index, with sectors like non-ferrous metals, public utilities, and basic chemicals leading the gains [3][55]. - The report indicates that the valuation of convertible bonds remains at a relatively high historical level, despite a recent rebound in median prices within the par value range [3][55]. Group 2: Company-Specific Insights - Meinuohua is advancing its innovative pipeline project JH389, focusing on weight loss and blood sugar control, with significant developments in patent applications and commercialization strategies [10]. - Tai Rui Machinery is recognized as a leading manufacturer of injection molding machines in China, actively pursuing high-end market segments to compete with foreign counterparts [35][36]. - Jiangsu Huachen specializes in energy-efficient transformers and smart electrical equipment, with a strategic focus on expanding its presence in overseas markets, particularly in Southeast Asia and Europe [21][23]. - Youfa Group, the largest manufacturer of welded steel pipes in China, is expected to benefit from new supply-side reforms aimed at enhancing product quality and eliminating outdated capacity [18][20]. - Huakang Clean has established itself in the cleanroom integration service sector, focusing on the semiconductor and high-tech industries, with a robust portfolio of intellectual property [45]. - Asia Pacific Technology is a key player in automotive thermal management systems and lightweight materials, with a strong emphasis on innovation and collaboration with leading automotive manufacturers [11][15]. - Fuchun Dyeing and Weaving is focusing on PEEK applications in sectors like semiconductors and medical devices, with plans for significant investment to enhance production capacity [30]. - Ruikeda is a prominent supplier of connectors for the electric vehicle market, with a growing presence in data center applications, driven by high demand for its products [50][52]. - Hongya CNC is a leader in furniture manufacturing equipment, providing comprehensive automation solutions and focusing on high-precision components for various industries [25][26]. - Hebang Bio is a major supplier of glyphosate and diquat, benefiting from industry consolidation and a strong supply chain relationship with large agricultural chemical producers [41]. Group 3: Market Trends and Outlook - The report notes that while short-term expectations for the stock market may be cooling due to overseas uncertainties, long-term inflows of capital into the market are expected to continue, supporting a bullish outlook for the stock market [3][55]. - The increasing proportion of institutional investors in the convertible bond market is expected to deepen the impact of stock market expectations on convertible bond valuations, providing stability in the short term [3][55]. - The report suggests focusing on sectors such as AI, semiconductor domestic substitution, high-end manufacturing, and supply-demand optimization in various industries for potential investment opportunities [3][57].

| 证券代码：603289 | 证券简称：泰瑞机器 | 公告编号：2026-007 | | --- | --- | --- | | 债券代码：113686 | 债券简称：泰瑞转债 | | 公司于 2025 年 3 月 31 日召开第五届董事会第四次会议、第五届监事会第四 次会议，审议通过了《关于使用部分闲置募集资金暂时补充流动资金的议案》。 为提高募集资金的使用效率，减少财务费用，降低公司运营成本，维护公司和投 资者的利益，在确保募集资金投资项目建设的资金需求以及募集资金使用计划正 常进行的前提下，同意公司使用闲置募集资金暂时补充流动资金的金额不超过人 民币 5,900 万元，使用期限自董事会审议通过之日起不超过 12 个月。具体详见 公司于 2025 年 4 月 1 日在上海证券交易所网站（www.sse.com.cn）及指定媒体 披露的《关于使用闲置募集资金暂时补充流动资金的公告》（公告编号： 2025-013）。 二、归还募集资金的相关情况 截至 2026 年 3 月 27 日，公司已将在上述授权额度内实际使用的闲置募集资 金临时补充流动资金人民币 58,927,305.66 元全部归还至募集资金专用账 ...

Group 1: Key Insights on Convertible Bonds - The report highlights the top ten convertible bonds for March, including companies like Meinuohua, Tai Rui Machinery, and Jiangsu Huachen, each with unique growth drivers and market positions [2][10][21]. - The overall market sentiment is positive, with expectations of a "spring rally" driven by increased investment in technology and high-end manufacturing sectors [3][55]. - The report notes that the convertible bond market is experiencing a relative valuation high, with a decrease in median prices across various parity ranges, indicating potential investment opportunities [2][55]. Group 2: Company-Specific Insights - Meinuohua is advancing its innovative pipeline, particularly the JH389 project, which is expected to enhance its market position in the pharmaceutical sector [10]. - Tai Rui Machinery is recognized as a leading manufacturer of injection molding machines, focusing on high-end markets to compete with international players [33][34]. - Jiangsu Huachen is positioned to benefit from the global shift towards renewable energy, with a strategic focus on expanding its overseas market presence [21][22]. - Youfa Group, as the largest manufacturer of welded steel pipes in China, is leveraging its competitive advantages to navigate the upcoming supply-side reforms [19][20]. - Yubang New Materials is actively developing products for the energy storage and data center markets, anticipating significant growth in these sectors [43][44]. - Ruikeda is expanding its product offerings in the electric vehicle and data center markets, capitalizing on the growing demand for high-speed connectors [48][49]. - Hongya CNC is a leader in the furniture equipment sector, providing comprehensive automation solutions to enhance production efficiency [25][26]. - Qizhong Technology specializes in advanced packaging and testing services for integrated circuits, maintaining a competitive edge in the semiconductor industry [29][30]. - The report emphasizes the importance of monitoring the evolving market dynamics and technological advancements across these sectors to identify potential investment opportunities [3][56].

Group 1 - The core point of the article is that Tai Rui Machinery (603289) reported a total of 13,603 shareholders as of February 13, 2026 [1]

Group 1 - The company, Tai Rui Machinery, reported that as of February 10, 2026, the number of shareholders is 13,505 [2]

Group 1 - The company, Tai Rui Machinery, reported that as of February 10, 2026, the number of shareholders is 13,505 [2] - The number of shareholders is subject to change in real-time as trading progresses, providing limited value to investors [2] - The company emphasizes the risks associated with the stock market and advises caution when entering the market [2]

Core Viewpoint - The company, Tai Rui Machinery Co., Ltd., has received a final judgment from the Hangzhou Intermediate People's Court, confirming that the tenant, Hangzhou Aodu Commercial Management Co., Ltd., is liable for approximately 6.997 million yuan in rental payments and related fees due to overdue payments [2][3]. Group 1: Legal Proceedings - The company leased a property of 41,500 square meters in Hangzhou to Aodu Commercial for a total rental amount of 168.8312 million yuan over a 10-year period [3]. - A first-instance judgment required Aodu Commercial to pay various overdue amounts totaling 2,050,230 yuan for the period from February 10, 2025, to April 2, 2025, and 4,920,552 yuan for the rent during the rent-free period from August 10, 2024, to December 9, 2024 [3]. - The second-instance judgment upheld the original ruling, dismissing Aodu Commercial's appeal and confirming the payment obligations [5]. Group 2: Financial Impact - The company is currently unable to determine the exact impact of the litigation on its profits due to uncertainties regarding the enforceability of the assets involved [2][6]. - The company will conduct accounting treatment based on relevant accounting standards and actual circumstances, with the final impact on profits to be confirmed by an auditor [6].

| 证券简称：泰瑞机器 | 公告编号：2026-006 | | --- | --- | | 证券代码：603289 | | 债券代码：113686 债券简称：泰瑞转债 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个别及连带责任。 重要内容提示： 是否会对上市公司损益产生影响：浙江省杭州市中级人民法院二审维持 了原判，杭州奥都商业管理有限公司（以下简称"奥都商业"）需对泰瑞机器股 份有限公司（以下简称"公司"、"本公司"或"泰瑞机器"）承担合计约 699.7 万租金等偿付责任，公司将依法主张自身合法权益，积极采取相关法律措施维护 公司及股东合法权益。由于后续实际可执行资产存在较大的不确定性，故公司尚 无法判断其对公司本期利润或期后利润产生的影响，敬请广大投资者注意投资风 险。 一、合同基本情况及诉讼履约进展 公司将位于杭州钱塘区下沙街道文泽北路 245 号的房产出租给奥都商业用 于经营，租赁面积 41,500 平方米，租期 10 年，出租总金额为 16,883.12 万元（含 税）。具体内容详见公司于 2024 年 7 月 27 日在指 ...

Core Viewpoint - The company, Tai Rui Machinery (603289.SH), has triggered the conditional redemption clause of its convertible bonds due to the stock price exceeding 130% of the conversion price for fifteen trading days, but the board has decided not to exercise the early redemption option [1] Group 1 - The stock price of Tai Rui Machinery has been above the conversion price of the "Tai Rui Convertible Bonds" at 10.595 yuan per share for fifteen trading days from January 16, 2026, to February 5, 2026 [1] - The board of directors held a meeting on February 5, 2026, and approved the proposal not to redeem the "Tai Rui Convertible Bonds" early [1] - The company will not exercise the early redemption right for the next three months, from February 6, 2026, to May 5, 2026, even if the redemption clause is triggered again [1] Group 2 - After May 5, 2026, if the conditional redemption clause is triggered again, the board will convene to decide whether to exercise the early redemption right [1]