Core Points - The announcement from Tongcheng New Materials indicates that the last trading day for the "Tongcheng Convertible Bonds" is November 10, 2025, with only 2 trading days remaining as of November 6, 2025 [2] - The last conversion date for the "Tongcheng Convertible Bonds" is November 13, 2025, with 5 trading days left as of November 6, 2025 [2] - Investors can either continue trading the bonds in the secondary market or convert them at a price of 31.11 CNY per share, or face forced redemption at a total of 101.44 CNY per bond, which includes the face value and accrued interest [2]

Market Overview - The rubber sector increased by 1.05% on November 6, with Zhen'an Technology leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Stock Performance - Zhen'an Technology (300767) closed at 21.39, with a rise of 2.84% and a trading volume of 104,400 shares, amounting to a transaction value of 220 million yuan [1] - Other notable performers include: - Sanwei Co. (603033) at 11.44, up 1.96% [1] - Quecheng Co. (605183) at 19.41, up 1.94% [1] - Litong Technology (920225) at 39.18, up 1.90% [1] - Tiantie Technology (300587) at 7.41, up 1.65% [1] Capital Flow - The rubber sector experienced a net outflow of 68.88 million yuan from institutional investors, while retail investors saw a net inflow of 51.99 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Zhen'an Technology had a net inflow of 24.94 million yuan from institutional investors, but a net outflow of 18.53 million yuan from retail investors [3] - Tongcheng New Materials (603650) saw a net inflow of 17.44 million yuan from institutional investors and a net outflow of 45.17 million yuan from retail investors [3] - Sanwei Co. (603033) had a net inflow of 6.71 million yuan from institutional investors, while retail investors withdrew 5.34 million yuan [3]

Core Points - Tongcheng New Materials announced that the last conversion date for the "Tongcheng Convertible Bonds" is November 13, 2025, with only six trading days remaining until the deadline [1] - After the early redemption, the "Tongcheng Convertible Bonds" will be delisted from the Shanghai Stock Exchange on November 14, 2025 [1] - Investors can either continue trading the bonds in the secondary market within the specified time or convert them at a price of 31.11 CNY per share, or face forced redemption at a total of 101.44 CNY per bond, which includes the face value and accrued interest [1] - The company warns bondholders of potential significant investment losses if forced redemption occurs [1]

| 股票代码：603650 | 股票简称：彤程新材 | 编号：2025-085 | | --- | --- | --- | | 债券代码：113621 | 债券简称：彤程转债 | | 彤程新材料集团股份有限公司 关于年度预计融资担保进展的公告 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 ●担保人名称：华奇（中国）化工有限公司（以下简称"华奇化工"）、彤程化 学（中国）有限公司（以下简称"彤程化学"）、彤程新材料集团股份有限公司（以 下简称"公司"或"彤程新材"） ●被担保人名称：彤程新材、北京科华微电子材料有限公司（以下简称"科华微 电子"） ●是否为上市公司关联人：否 ●本次担保金额及已实际为其提供的担保余额：华奇化工本次为公司提供的担保 金额为人民币 29,000 万元，华奇化工实际为公司提供的担保余额为 70,450 万元。彤 程化学本次为公司提供的担保金额为人民币 20,000 万元，彤程化学实际为公司提供的 担保余额为 8,000 万元。公司本次为科华微电子提供的担保金额为人民币 3,000 万元， ...

| 股票代码：603650 | 股票简称：彤程新材 | 编号：2025-084 | | --- | --- | --- | | 债券代码：113621 | 债券简称：彤程转债 | | 彤程新材料集团股份有限公司 关于实施"彤程转债"赎回暨摘牌的第三次提示性公告 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 ●赎回登记日：2025 年 11 月 13 日 ●赎回价格：101.44 元/张 ●赎回款发放日：2025 年 11 月 14 日 ●最后交易日：2025 年 11 月 10 日 截至 2025 年 11 月 5 日收市后，距离 2025 年 11 月 10 日（"彤程转债"最后交易 日）仅剩 3 个交易日，2025 年 11 月 10 日为"彤程转债"最后一个交易日。 ●最后转股日：2025 年 11 月 13 日 截至 2025 年 11 月 5 日收市后，距离 2025 年 11 月 13 日（"彤程转债"最后转股 日）仅剩 6 个交易日，2025 年 11 月 13 日为"彤程转债"最后一个转股日。 ...

Core Viewpoint - Tongcheng New Materials announced that investors holding "Tongcheng Convertible Bonds" can either continue trading in the secondary market within the specified time or convert at a price of 31.11 CNY per share. If not, they will be forced to redeem at a face value of 100 CNY per bond plus accrued interest of 1.44 CNY per bond, totaling 101.44 CNY per bond, which may lead to significant investment losses [2]. Summary by Relevant Sections - **Investment Options**: Investors can trade in the secondary market or convert bonds at 31.11 CNY per share [2]. - **Forced Redemption**: If investors do not take action, they will face forced redemption at 101.44 CNY per bond, which includes the face value and accrued interest [2]. - **Potential Losses**: The forced redemption could result in substantial investment losses for the investors [2].

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 ●赎回登记日：2025 年 11 月 13 日 ●赎回价格：101.44 元/张 | 股票代码：603650 | 股票简称：彤程新材 编号：2025-083 | | --- | --- | | 债券代码：113621 | 债券简称：彤程转债 | 彤程新材料集团股份有限公司 关于实施"彤程转债"赎回暨摘牌的第二次提示性公告 彤程新材料集团股份有限公司（以下简称"公司"）股票自 2025 年 9 月 24 日至 2025 年 10 月 22 日期间，已有 15 个交易日的收盘价不低于"彤程转债"当期转股价 格的 130%（即 40.443 元/股），根据《彤程新材料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》"）的约定，已触发"彤程转债"的 有条件赎回条款。公司于 2025 年 10 月 22 日召开第四届董事会第二次会议，审议通 1 过了《关于提前赎回"彤程转债"的议案》，公司董事会决定行使"彤程转债"的提 前赎回权，按照债券面值加当 ...

Core Points - The Shanghai Composite Index closed at 3960.19 points, with a decline of 0.41% and a total trading volume of 1,938.395 billion yuan [1] - A total of 107 A-shares experienced a death cross, where the 5-day moving average fell below the 10-day moving average [1] Group 1: Stocks with Significant Death Cross - Hongyuan Electronics (603267) had a 5-day moving average of 52.69 yuan, down 1.97% from the 10-day moving average of 53.74 yuan, with a current price of 48.86 yuan, representing a deviation of -9.09% [1] - Zhongjian Technology (002779) reported a 5-day moving average of 123.82 yuan, down 1.88% from the 10-day moving average of 126.19 yuan, with a current price of 117.70 yuan, showing a deviation of -6.73% [1] - ST Huizhou (002122) showed a 5-day moving average of 3.56 yuan, down 1.41% from the 10-day moving average of 3.62 yuan, with a current price of 3.23 yuan, indicating a deviation of -10.65% [1] Group 2: Additional Stocks with Death Cross - Chao Hongji (002345) had a 5-day moving average of 13.02 yuan, down 1.33% from the 10-day moving average of 13.20 yuan, with a current price of 11.69 yuan, reflecting a deviation of -11.43% [1] - Kema Technology (301611) reported a 5-day moving average of 54.35 yuan, down 1.30% from the 10-day moving average of 55.06 yuan, with a current price of 52.30 yuan, showing a deviation of -5.02% [1] - Chuangyi Tong (300991) had a 5-day moving average of 40.78 yuan, down 1.26% from the 10-day moving average of 41.30 yuan, with a current price of 39.27 yuan, indicating a deviation of -4.91% [1]

Core Viewpoint - Tongcheng New Materials experienced a stock price decline of 2.01% on November 4, with a current price of 39.45 CNY per share and a total market capitalization of 23.629 billion CNY [1] Financial Performance - For the period from January to September 2025, Tongcheng New Materials reported a revenue of 2.523 billion CNY, representing a year-on-year growth of 4.06%, and a net profit attributable to shareholders of 494 million CNY, which is a 12.65% increase compared to the previous year [2] - Cumulative cash dividends since the company's A-share listing amount to 1.493 billion CNY, with 847 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Tongcheng New Materials reached 60,200, an increase of 27.61% from the previous period, while the average number of circulating shares per person decreased by 21.42% to 9,914 shares [2] - The top ten circulating shareholders include new entrants such as Penghua CSI Sub-Segment Chemical Industry Theme ETF and Guotai CSI Semiconductor Materials and Equipment Theme ETF, indicating a shift in institutional holdings [3] Stock Performance - Year-to-date, the stock price of Tongcheng New Materials has increased by 14.44%, but it has seen a decline of 9.87% over the last five trading days and a decrease of 6.54% over the past 20 days [1] - The stock has shown a significant increase of 20.90% over the last 60 days [1] Business Overview - Tongcheng New Materials, established on June 4, 2008, and listed on June 27, 2018, specializes in the research, production, sales, and related trade of fine chemical materials [1] - The company's main revenue sources include rubber additives and other products (70.06%), electronic materials (26.69%), and fully biodegradable materials (3.25%) [1] - The company operates within the basic chemical industry, specifically in rubber additives, and is involved in sectors such as new materials, photoresists, rare earth permanent magnets, semiconductors, and graphene [1]

Core Viewpoint - The company announces the early redemption of its convertible bonds "Tongcheng Convertible Bonds" and provides important dates and conditions for bondholders [1][2][4][5] Redemption Details - Redemption registration date is set for November 13, 2025 [2] - Redemption price is 101.44 CNY per bond [9] - Redemption payment date is November 14, 2025 [2] - Last trading day for the bonds is November 10, 2025 [2][11] Conversion and Trading Information - Last conversion date is November 13, 2025 [3] - The bonds will be delisted from the Shanghai Stock Exchange starting November 14, 2025 [4][12] - Bondholders can either trade in the secondary market or convert at a price of 31.11 CNY per share [4] Conditional Redemption Clause - The conditional redemption clause was triggered as the stock price was above 130% of the conversion price for 15 trading days [5][7] - The company has the right to redeem all or part of the bonds if the remaining unconverted bonds are less than 30 million CNY [6] Interest Calculation - The accrued interest for the bonds is calculated as 1.44 CNY per bond, leading to a total redemption price of 101.44 CNY [9] Tax Implications - Individual investors are subject to a 20% tax on interest income, resulting in a net redemption amount of 101.152 CNY after tax [13] - Qualified foreign institutional investors will receive the full redemption amount of 101.44 CNY [14]