| 证券代码：603809 | 证券简称：豪能股份 | 公告编号：2025-064 | | --- | --- | --- | | 转债代码：113690 | 转债简称：豪 24 | 转债 | 成都豪能科技股份有限公司 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公告内容不存在虚假记载、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 2025 年 9 月 30 日，累计共有 548,563,000.00 元"豪 24 转债"转换成公司股票，累计因转股形成的股份数量为 86,657,967 股，占可 转债转股前公司已发行股份总额的 10.3961%。 未转股可转债情况：截至 2025 年 9 月 30 日，尚未转股的"豪 24 转债" 金额为 1,437,000.00 元，占"豪 24 转债"发行总量的 0.2613%。 本季度转股情况：自 2025 年 7 月 1 日至 2025 年 9 月 30 日期间，"豪 24 转债"转股金额为 382,175,000.00 元，因转股形成的股份数量为 60,373,094 股。 一、可转债发行 ...

| 证券代码：603809 | 证券简称：豪能股份 | 公告编号：2025-065 | | --- | --- | --- | | | 转债 | | | 转债代码：113690 | 转债简称：豪 24 | | 成都豪能科技股份有限公司 关于实施"豪 24 转债"赎回暨摘牌的 最后一次提示性公告 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： 自 2025 年 9 月 30 日起，"豪 24 转债"已停止交易。 最后转股日：2025 年 10 月 10 日 截至 2025 年 10 月 9 日收市后，距离 10 月 10 日（"豪 24 转债"最后转股日）仅 剩 1 个交易日，10 月 10 日为"豪 24 转债"最后一个转股日。 "豪 24 转债"已停止交易，特提醒"豪 24 转债"持有人注意在限期内转股。 成都豪能科技股份有限公司（以下简称"公司"）的股票自 2025 年 8 月 25 日 至 2025 年 9 月 12 日连续三十个交易日内有十五个交易日收盘价格不低于"豪 24 转债"当期转股价格的 130 ...

Group 1 - The core point of the news is that Haoneng Co., Ltd. experienced a stock price decline of 5.23%, with a current share price of 15.76 yuan and a total market capitalization of 14.496 billion yuan [1] - Haoneng Co., Ltd. is primarily engaged in the research, production, and sales of synchronizer components for automotive transmissions, with its main business revenue composition being: synchronizers 48.89%, differentials 21.21%, other components 14.50%, aerospace parts 13.22%, and others 2.19% [1] Group 2 - From the perspective of fund holdings, Wanji Fund has one fund heavily invested in Haoneng Co., Ltd., specifically Wanji Ruixing A (001518), which held 245,300 shares, accounting for 4.28% of the fund's net value [2] - Wanji Ruixing A (001518) has achieved a year-to-date return of 51.31%, ranking 1230 out of 8238 in its category, and a one-year return of 42.97%, ranking 1785 out of 8082 [2]

Core Viewpoint - Haoneng Co., Ltd. announced that investors holding "Hao 24 Convertible Bonds" can only convert at a price of 6.33 CNY per share or face mandatory redemption at a face value of 100 CNY per bond plus accrued interest, which totals 100.1945 CNY per bond. This mandatory redemption could lead to significant investment losses for investors [1]. Summary by Category - **Company Announcement** - Haoneng Co., Ltd. released an announcement regarding the options available to investors holding "Hao 24 Convertible Bonds" [1]. - **Investment Options** - Investors can either convert their bonds at a price of 6.33 CNY per share or opt for mandatory redemption at 100 CNY per bond plus accrued interest of 0.1945 CNY, resulting in a total of 100.1945 CNY per bond [1]. - **Potential Risks** - The possibility of mandatory redemption poses a risk of substantial investment losses for investors [1].

| 证券代码：603809 | 证券简称：豪能股份 | 公告编号：2025-063 | | --- | --- | --- | | | 转债 | | | 转债代码：113690 | 转债简称：豪 24 | | 成都豪能科技股份有限公司 关于实施"豪 24 转债"赎回暨摘牌的 第七次提示性公告 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： 自 2025 年 9 月 30 日起，"豪 24 转债"已停止交易。 最后转股日：2025 年 10 月 10 日 截至 2025 年 9 月 30 日收市后，距离 10 月 10 日（"豪 24 转债"最后转股日）仅 剩 2 个交易日，10 月 10 日为"豪 24 转债"最后一个转股日。 "豪 24 转债"已停止交易，特提醒"豪 24 转债"持有人注意在限期内转股。 成都豪能科技股份有限公司（以下简称"公司"）的股票自 2025 年 8 月 25 日 至 2025 年 9 月 12 日连续三十个交易日内有十五个交易日收盘价格不低于"豪 24 转债"当期转股价格的 130% ...

| 证券代码：603809 | 证券简称：豪能股份 | | | 公告编号：2025-062 | | --- | --- | --- | --- | --- | | 转债代码：113690 | 转债简称：豪 | 24 | 转债 | | 成都豪能科技股份有限公司 关于"豪 24 转债"转股数量累计达到转股前 公司已发行股份总额 10%暨股份变动公告 本公司董事会及全体董事保证公告内容不存在虚假记载、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： 未转股可转债情况：截至 2025 年 9 月 29 日，尚未转股的"豪 24 转债" 金额为 4,100,000.00 元，占"豪 24 转债"发行总量的 0.7455%。 一、可转债发行上市概况 根据中国证券监督管理委员会（以下简称"中国证监会"）《关于成都豪能 科技股份有限公司向不特定对象发行可转换公司债券注册的批复》（证监许可 〔2024〕374 号），成都豪能科技股份有限公司（以下简称"公司"）于 2024 年 10 月 23 日向不特定对象发行 550 万张可转换公司债券（以下简称"可转债"）， 每张面值 100 元， ...

Core Viewpoint - Haoneng Co., Ltd. announced that investors holding "Hao 24 Convertible Bonds" can only convert at a price of 6.33 CNY per share or face mandatory redemption at a face value of 100 CNY per bond plus accrued interest, which totals 100.1945 CNY per bond. This situation may lead to significant investment losses for investors [1]. Summary by Categories - **Company Announcement** - Haoneng Co., Ltd. released an announcement regarding the options available to investors holding "Hao 24 Convertible Bonds" [1]. - **Investment Options** - Investors can either convert their bonds at a price of 6.33 CNY per share or opt for mandatory redemption at 100 CNY per bond plus accrued interest of 0.1945 CNY, resulting in a total of 100.1945 CNY per bond [1]. - **Potential Risks** - The mandatory redemption option may expose investors to considerable investment losses [1].

Investment Rating - The report maintains an "Overweight" rating for the automotive industry [4][18]. Core Insights - The humanoid robot sector is gaining attention, particularly showcased at the 2025 Shanghai Industrial Expo, indicating a growing demand for innovative technologies [2][16]. - The report emphasizes the importance of identifying high-cost performance technology routes similar to lithium iron phosphate batteries in the electric vehicle sector, and companies with inherent advantages like CATL [18][17]. - The domestic passenger car market is facing increased competition as the effects of vehicle replacement programs diminish, leading to a recommendation for companies that focus on differentiated competition [18][15]. Summary by Sections 1. Industry Weekly Market Review - The automotive index remained flat over the past week, while the new energy vehicle index fell by 2%. The commercial vehicle index decreased by 3% [2][7]. - Over the past month, the automotive index increased by 5%, while the new energy vehicle index decreased by 2% [8][9]. 2. Investment Strategy and Recommendations - The report suggests focusing on companies like Dechang Motor Holdings and Haoneng Co., which are positioned to benefit from the humanoid robot supply chain [18][19]. - It highlights the potential of companies like Great Wall Motors, SAIC Motor, and JAC Motors in the competitive passenger car market [18][19]. - Recommendations for the heavy truck market include China National Heavy Duty Truck Group, Foton Motor, and Weichai Power, which are expected to benefit from industry upgrades [18][19]. - In the automotive parts sector, companies like Nexteer Automotive and Asia-Pacific Holdings are recommended due to their growth potential [18][19]. 3. Passenger Car Weekly Sales - From September 1 to 21, 2025, retail sales of passenger cars reached 1.191 million units, a year-on-year increase of 1% [15]. - The retail penetration rate for new energy vehicles reached 58.5%, with cumulative retail sales of 8.267 million units this year, reflecting a 24% year-on-year growth [15][18]. 4. Humanoid Robots at the Expo - The report notes the participation of several humanoid robot manufacturers at the Shanghai Industrial Expo, showcasing advancements in robotics technology [16][17]. - Companies like Xynova Future are highlighted for their comprehensive production capabilities in the humanoid robot sector, indicating a trend towards innovation and cost efficiency [17][18].

| 证券代码：603809 | 证券简称：豪能股份 | | 公告编号：2025-061 | | --- | --- | --- | --- | | 转债代码：113690 | 转债简称：豪 24 | 转债 | | 成都豪能科技股份有限公司 关于实施"豪 24 转债"赎回暨摘牌的 第六次提示性公告 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： 自 2025 年 9 月 30 日起，"豪 24 转债"停止交易。 最后转股日：2025 年 10 月 10 日 截至 2025 年 9 月 29 日收市后，距离 10 月 10 日（"豪 24 转债"最后转股日）仅 剩 3 个交易日，10 月 10 日为"豪 24 转债"最后一个转股日。 成都豪能科技股份有限公司（以下简称"公司"）的股票自 2025 年 8 月 25 日 至 2025 年 9 月 12 日连续三十个交易日内有十五个交易日收盘价格不低于"豪 24 转债"当期转股价格的 130%。根据公司《成都豪能科技股份有限公司 2023 年向 不特定对象发行可转换公司 ...

Group 1 - The core announcement from Haoneng Co., Ltd. indicates that the last trading day for the "Hao 24 Convertible Bond" is September 29, 2025, and the last conversion day is October 10, 2025 [1] - After the early redemption, the "Hao 24 Convertible Bond" will be delisted from the Shanghai Stock Exchange on October 13, 2025 [1] - Investors can either continue trading the bonds in the secondary market within the specified timeframe or convert them at a price of 6.33 CNY per share, or face forced redemption at a price of 100 CNY per bond plus accrued interest, which totals 100.1945 CNY per bond [1]