华福证券股份有限公司 关于重庆再升科技股份有限公司 提前赎回"再 22 转债"的核查意见 华福证券股份有限公司（以下简称"华福证券"或"保荐机构"）作为重庆再升 科技股份有限公司（以下简称"再升科技"或"公司"）2022 年公开发行可转换公司 债券（以下简称"再 22 转债"）的保荐机构，根据《证券发行上市保荐业务管 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》《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》等有关规定，保荐机构对再升科技提前赎回"再 22 转债"有 关事项进行了审慎核查，核查情况及核查意见如下： 一、再 22 转债发行上市情况 经中国证券监督管理委员会《关于核准重庆再升科技股份有限公司公开发行 可转换公司债券的批复》（证监许可（2022）1687号文）核准，公司于2022年9 月29日公开发行了510万张可转换公司债券，每张面值为人民币100.00元，发行总 额510,000,000.00元。发行方式采用向公司原A股股东优先配售，原A股股东优先 配售后余额部分（含原A股股东放弃优先配售部分）采用通过上海证券交易所交 ...

Core Viewpoint - The company has experienced significant stock price volatility and declining financial performance in recent quarters, prompting actions regarding shareholder equity and debt instruments [1] Financial Performance - For the first three quarters of 2025, the company's revenue was 985.12 million yuan, a year-on-year decrease of 10.11% [1] - The net profit for the same period was 81.25 million yuan, reflecting a year-on-year decline of 10.59% [1] Stock Performance - The company's stock price experienced an abnormal fluctuation, with a cumulative increase of over 20% during three consecutive trading days from December 24 to 26, 2025 [1] Shareholder Actions - The controlling shareholder, Guo Maozheng, is planning to transfer a portion of his shares through an agreement, which is subject to relevant procedural requirements [1] Product Revenue - The revenue contribution from aerospace products within the company's energy-efficient materials segment is approximately 0.5% for 2024, indicating limited current orders for "high-silica fiber products" [1] Debt Management - The board of directors has decided to redeem the "Zai 22 Convertible Bonds" early due to the triggering of conditional redemption clauses [1]

融资融券数据显示，该股最新（12月25日）两融余额为7.57亿元，其中，融资余额为7.56亿元，融券余 额为83.33万元。近5日融资余额合计增加1.44亿元，增幅为23.56%。融券余额合计增加46.57万元，增幅 126.65%。 10月29日公司发布的三季报数据显示，前三季度公司共实现营业收入9.85亿元，同比下降10.11%，实现 净利润8125.43万元，同比下降10.59%。（数据宝） 再升科技12月26日交易公开信息 再升科技(603601)今日涨停，全天换手率43.01%，成交额57.95亿元，振幅6.55%。龙虎榜数据显示，营 业部席位合计净卖出1.49亿元。 上交所公开信息显示，当日该股因日换手率达40.92%上榜，营业部席位合计净卖出1.49亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交10.33亿元，其中，买入成交额为4.42亿 元，卖出成交额为5.91亿元，合计净卖出1.49亿元。 具体来看，今日上榜营业部中，第一大买入营业部为国泰海通证券股份有限公司总部，买入金额为1.17 亿元，第一大卖出营业部为国泰海通证券股份有限公司北京知春路证券营业部，卖出金额为1.41亿 ...

Market Performance - The glass and fiberglass sector increased by 0.24% compared to the previous trading day, with Jiuding New Materials leading the gains [1] - The Shanghai Composite Index closed at 3963.68, up 0.1%, while the Shenzhen Component Index closed at 13603.89, up 0.54% [1] Stock Performance - Jiuding New Materials (002201) closed at 12.45, up 9.98% with a trading volume of 437,000 shares and a transaction value of 544 million [1] - Zais Technology (603601) also rose by 9.98% to close at 13.34, with a trading volume of 4.43 million shares and a transaction value of 5.795 billion [1] - Other notable performers include Sanxia New Materials (600293) up 5.66% and Jinjing Technology (600586) up 2.10% [1] Capital Flow - The glass and fiberglass sector experienced a net outflow of 1.389 billion from institutional investors, while retail investors saw a net inflow of 1.149 billion [2] - The overall capital flow indicates that retail investors are actively buying into the sector despite the institutional outflow [2] Individual Stock Capital Flow - Sanxia New Materials (600293) had a net inflow of 21.0753 million from institutional investors, while retail investors contributed a net inflow of 1.824 million [3] - Jiuding New Materials (002201) saw a net outflow of 17.2338 million from institutional investors but a net inflow of 12.6057 million from retail investors [3] - Other stocks like Yao Pi Glass (618009) and Changhai Co. (300196) faced significant net outflows from both institutional and retail investors [3]

证券时报·数据宝统计显示，再升科技今日收盘价为12.13元，上涨9.97%，日换手率为8.18%，成交额为 10.21亿元，全天主力资金净流入1.02亿元，近5日该股累计上涨26.35%，近5日资金合计净流入6.94亿 元。 再升科技12月25日大宗交易平台出现一笔成交，成交量650.00万股，成交金额7650.50万元，大宗交易成 交价为11.77元，相对今日收盘价折价2.97%。该笔交易的买方营业部为财通证券股份有限公司深圳分公 司，卖方营业部为平安证券股份有限公司上海临港新片区分公司。 进一步统计，近3个月内该股累计发生36笔大宗交易，合计成交金额为1.64亿元。 两融数据显示，该股最新融资余额为7.09亿元，近5日增加2.57亿元，增幅为56.85%。（数据宝） 12月25日再升科技大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 650.00 | 7650.50 | 11.77 | -2.97 ...

Core Viewpoint - The company has noted unusual trading activity related to its convertible bonds and is addressing market discussions regarding its supply to SpaceX, while clarifying its business focus and revenue impact from aerospace products [1] Group 1: Business Overview - The company's main business revolves around microfiber glass wool as core material, developing "clean air materials," "energy-efficient materials," and "dust-free air conditioning products" for three application spaces: industrial, mobile, and living [1] - The revenue from aerospace-related products within the energy-efficient materials segment is projected to account for approximately 0.5% of total revenue in 2024 [1] Group 2: Supply and Revenue Impact - Since 2020, the company has been supplying "high-silica fiber products" to a well-known international aerospace company, but the revenue contribution from this product line is extremely low and will not significantly impact overall performance [1] - Currently, there are no existing orders for "high-silica fiber products," and future order acquisition is subject to considerable uncertainty [1]

| 证券代码：603601 | 证券简称：再升科技 | | 公告编号：临 | 2025-124 | | --- | --- | --- | --- | --- | | 债券代码：113657 | 债券简称：再 22 | 转债 | | | 重庆再升科技股份有限公司 关于公司可转债交易异常波动的公告 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： 重庆再升科技股份有限公司（以下简称"再升科技"或"公司"）发行 的"再 22 转债"于 2025 年 12 月 23 日、12 月 24 日、12 月 25 日连续 3 个交易日内收盘价格涨幅偏离值累计达到 30%，根据《上海证券交易所 可转换公司债券交易实施细则》的相关规定，属于可转债交易异常波动 情况。 截至 2025 年 12 月 25 日，"再 22 转债"收盘价格为 325.7740 元/张， 相对于票面价格溢价 225.774%，转股溢价率 13.34%。 经公司自查，并向公司控股股东及实际控制人核实，截至本公告披露日， 确认不存在应披露而未披露的重大事项。 ...

Group 1 - The core point of the article is that "Zai 22 Convertible Bond" experienced an abnormal price fluctuation, with a cumulative increase of 30% over three consecutive trading days from December 23 to 25, 2025 [1] - As of December 25, the closing price of the bond was 325.7740 yuan per bond, representing a premium of 225.774% over the face value [1] - The company conducted a self-examination and confirmed with its controlling shareholder that there are no undisclosed significant matters [1] Group 2 - The controlling shareholder, Guo Mao, is planning to transfer part of his shares, but the details are still pending [1] - The company's revenue from aerospace products is expected to account for approximately 0.5% of total revenue in 2024 [1] - Currently, there are no orders for the "high-silica fiber products" [1] Group 3 - The convertible bonds are facing valuation and redemption risks, prompting the company to remind investors to be cautious [1]

Group 1 - The glass and fiberglass sector increased by 0.17% on December 25, with Jiuding New Materials leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] - Jiuding New Materials saw a closing price of 11.32, with a significant increase of 10.01% and a trading volume of 65,200 shares, amounting to 73.80 million yuan [1] Group 2 - The glass and fiberglass sector experienced a net outflow of 294 million yuan from institutional investors, while retail investors saw a net inflow of 432 million yuan [2] - The trading data indicates that Jiuding New Materials had a net inflow of 30.28 million yuan from institutional investors, representing 41.03% of its trading volume [3] - In contrast, China Jushi experienced a decline of 1.19% in its stock price, closing at 16.59 with a trading volume of 439,900 shares, totaling 73.20 million yuan [2]

Group 1 - The core focus of the news is on the performance of stocks in the A-share market, highlighting the significant number of stocks that have reached their daily limit up, particularly in the packaging and commercial aerospace sectors [1][2] - A total of 96 stocks in the A-share market hit the daily limit up on December 25, indicating strong market activity and investor interest [1] - Notable stocks include Jiamei Packaging with 7 consecutive limit ups and Hexing Packaging with 4 consecutive limit ups, showcasing the packaging sector's robust performance [1] Group 2 - In the commercial aerospace sector, Shenjian Co. achieved 6 consecutive limit ups, while Chuangyuan Technology recorded 4 consecutive limit ups, reflecting strong investor sentiment in this industry [1] - Other stocks with notable consecutive limit ups include Shengtong Energy with 10 days, indicating a strong upward trend in the gas sector [1] - The data also lists various other stocks with consecutive limit ups across different sectors, including electronic components, photovoltaic, construction, and transportation, indicating a broad market rally [1][2]