Core Points - Luokai Co., Ltd. experienced a stock price increase of 5.27%, reaching 21.37 CNY per share, with a trading volume of 146 million CNY and a turnover rate of 4.11%, resulting in a total market capitalization of 3.61 billion CNY [1] - The company, established on September 30, 2010, and listed on October 17, 2017, specializes in the research, production, and sales of key components for high and low voltage circuit breakers, smart ring network cabinets, and their critical accessories [1] - The revenue composition of Luokai Co., Ltd. includes: circuit breaker operating mechanisms (21.64%), complete cabinet accessories (19.94%), complete cabinet products (18.88%), frame structures (15.77%), other products (12.29%), circuit breakers (9.44%), and supplementary items (2.04%) [1] Shareholder Information - Among the top ten circulating shareholders of Luokai Co., Ltd., a fund under China Merchants Fund, specifically the China Merchants Quantitative Selected Stock A (001917), entered the top ten in the second quarter, holding 683,800 shares, which accounts for 0.43% of the circulating shares [2] - The estimated floating profit for this fund today is approximately 731,700 CNY [2] - The China Merchants Quantitative Selected Stock A fund was established on March 15, 2016, with a latest scale of 3.66 billion CNY, achieving a year-to-date return of 44.25% and a one-year return of 49.24% [2]

Group 1 - The core point of the news is that Luokai Co., Ltd. experienced a decline in stock price by 5.07%, trading at 19.65 CNY per share, with a total market capitalization of 3.32 billion CNY as of the report date [1] - Luokai Co., Ltd. was established on September 30, 2010, and went public on October 17, 2017. The company specializes in the research, production, and sales of key components for high and low voltage circuit breakers and smart ring network cabinets [1] - The main revenue composition of Luokai Co., Ltd. includes: circuit breaker operating mechanisms (21.64%), complete cabinet accessories (19.94%), complete cabinet products (18.88%), frame structures (15.77%), other products (12.29%), circuit breakers (9.44%), and other supplementary products (2.04%) [1] Group 2 - Among the top ten circulating shareholders of Luokai Co., Ltd., a fund under China Merchants Fund, specifically the China Merchants Quantitative Selected Stock Fund A (001917), entered the top ten in the second quarter, holding 683,800 shares, which accounts for 0.43% of the circulating shares [2] - The China Merchants Quantitative Selected Stock Fund A (001917) was established on March 15, 2016, with a latest scale of 3.663 billion CNY. The fund has achieved a return of 43.95% year-to-date, ranking 1030 out of 4218 in its category [2] - The fund manager of China Merchants Quantitative Selected Stock Fund A is Wang Ping, who has a cumulative tenure of 15 years and 133 days, with the fund's total asset size at 21.247 billion CNY [3]

| 证券代码：603829 | 证券简称：洛凯股份 | 公告编号：2025-057 | | --- | --- | --- | | 债券代码：113689 | 债券简称：洛凯转债 | | 江苏洛凯机电股份有限公司 关于第一大股东及其一致行动人权益变动触及 1% 刻度的提示性公告 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个别及连带责任。 | 股东名称 | 变动方式 | 本次权益变动前 | | 本次权益变动后 | | | --- | --- | --- | --- | --- | --- | | | | 持股数量 | 持股比例 | 持股数量 | 持股比例 | | | | （股） | （%） | （股） | （%） | | 洛辉投资 | 持有股份数 | 35,900,000 | 21.66 | 35,900,000 | 21.25 | | 洛腾投资 | 量不变，持股 比例被动减 | 32,300,000 | 19.48 | 32,300,000 | 19.12 | | 洛盛投资 | 少 | 19,400,000 | 11.70 | 19 ...

关于第一大股东、持股 5%以上股东权益变动触及 1% 刻度的提示性公告 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个别及连带责任。 | 证券代码：603829 | 证券简称：洛凯股份 | 公告编号：2025-056 | | --- | --- | --- | | 债券代码：113689 | 债券简称：洛凯转债 | | 江苏洛凯机电股份有限公司 重要内容提示： 本次权益变动原因：江苏洛凯机电股份有限公司（以下简称"公司"或 "本公司"）可转换公司债券转股使得公司股份总数增加，导致第一大股东常州 市洛辉投资有限公司（以下简称"洛辉投资"）及其一致行动人常州市洛腾投资 有限公司（以下简称"洛腾投资"）、常州市洛盛投资合伙企业（有限合伙）（以 下简称"洛盛投资"）合计持股比例由 53.99%被动稀释至 52.84%，触及 1%的整 数倍，不涉及持股数量发生变化；公司持股 5%以上股东上海电科创业投资有限 公司（以下简称"上海电科"）及其一致行动人上海添赛电气科技有限公司（以 下简称"添赛电气"）合计持股比例由 14.48%被动稀释至 13. ...

Market Overview - The Shanghai Composite Index closed at 3869.25 points, with a change of 0.10% [1] - The total trading volume of A-shares reached 1,280.495 billion yuan [1] Technical Analysis - A total of 175 A-shares experienced a death cross between the 5-day and 10-day moving averages [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Yuanjie Technology: 5-day MA down by 2.50% from the 10-day MA [1] - Shanshan Shares: 5-day MA down by 2.32% from the 10-day MA [1] - Zijian Electronics: 5-day MA down by 2.09% from the 10-day MA [1] Individual Stock Performance - Yuanjie Technology (688498): Increased by 3.59% with a trading turnover of 2.90% [1] - Shanshan Shares (600884): Increased by 0.22% with a trading turnover of 3.13% [1] - Zijian Electronics (301121): Decreased by 0.60% with a trading turnover of 3.19% [1] - Other notable stocks include: - WuXi AppTec (603259): Increased by 2.21% [1] - Fabon (300925): Increased by 1.67% [1] Summary of Stocks with Death Cross - Stocks with a death cross and their respective metrics include: - Yuanjie Technology: 5-day MA at 374.57 yuan, 10-day MA at 384.17 yuan [1] - Shanshan Shares: 5-day MA at 14.17 yuan, 10-day MA at 14.51 yuan [1] - Zijian Electronics: 5-day MA at 48.72 yuan, 10-day MA at 49.76 yuan [1] - The latest prices of these stocks are below their 10-day moving averages, indicating potential bearish trends [1]

Core Points - The Shanghai Composite Index is at 3876.54 points with a change of 0.29%, and the total trading volume of A-shares is 961.216 billion yuan [1] - A total of 158 A-shares have seen their 5-day moving average cross below the 10-day moving average, indicating potential bearish trends [1] Group 1: Stocks with Significant Moving Average Crosses - Yuanjie Technology (688498) has a 5-day moving average of 374.30 yuan, which is 2.53% lower than its 10-day moving average of 384.03 yuan, with a current price of 357.58 yuan, down 6.89% from the 10-day average [1] - Shanshan Co., Ltd. (600884) shows a 5-day moving average of 14.14 yuan, down 2.43% from its 10-day moving average of 14.49 yuan, with a current price of 13.29 yuan, down 8.28% from the 10-day average [1] - ZhiJian Electronics (301121) has a 5-day moving average of 48.75 yuan, which is 2.05% lower than its 10-day moving average of 49.78 yuan, with a current price of 46.54 yuan, down 6.50% from the 10-day average [1] Group 2: Other Notable Stocks - WuXi AppTec (603259) has a 5-day moving average of 102.27 yuan, which is 1.97% lower than its 10-day moving average of 104.33 yuan, with a current price of 98.12 yuan, down 5.95% from the 10-day average [1] - Fabon Information (300925) shows a 5-day moving average of 25.73 yuan, down 1.78% from its 10-day moving average of 26.20 yuan, with a current price of 25.13 yuan, down 4.07% from the 10-day average [1] - Loka (603829) has a 5-day moving average of 21.29 yuan, which is 1.73% lower than its 10-day moving average of 21.67 yuan, with a current price of 20.07 yuan, down 7.37% from the 10-day average [1]

Core Viewpoint - The equity change is due to the conversion of convertible bonds, resulting in a dilution of the shareholding percentage of the largest shareholder and its concerted parties, but does not involve a change in the number of shares held [2][3]. Group 1: Convertible Bond Details - Jiangsu Luokai Electromechanical Co., Ltd. issued 4,034,310 convertible bonds with a total fundraising amount of RMB 403.431 million, with a maturity of 6 years [4]. - The initial conversion price is RMB 15.45 per share, while the current conversion price is RMB 15.33 per share [4]. - As of October 13, 2025, a total of 2,254,853 shares have been converted from the convertible bonds, increasing the total number of shares to 162,254,853 [5]. Group 2: Shareholding Changes - The largest shareholder, Changzhou Luohui Investment Co., Ltd., and its concerted parties saw their combined shareholding percentage decrease from 54.73% to 53.99% due to the bond conversion [2][5]. - This equity change does not trigger a mandatory tender offer and will not lead to a change in the largest shareholder or actual controller of the company [3][6]. Group 3: Future Considerations - The conversion of the convertible bonds is currently ongoing, and the specific number and timing of conversions remain uncertain [7]. - The company will fulfill its disclosure obligations in accordance with relevant laws and regulations if further equity changes occur [7].

本次权益变动未触及要约收购，不会导致公司第一大股东及实际控制人发生变动。 格隆汇10月14日丨洛凯股份(603829.SH)公布，可转换公司债券转股使得公司股份总数增加，导致第一 大股东常州市洛辉投资有限公司及其一致行动人常州市洛腾投资有限公司、常州市洛盛投资合伙企业合 计持股比例由 54.73%被动稀释至 53.99%，触及1%的整数倍，不涉及持股数量发生变化。 ...

重要内容提示： 本次权益变动系江苏洛凯机电股份有限公司（以下简称"公司"或"本 公司"）可转换公司债券转股使得公司股份总数增加，导致第一大股东常州市洛 辉投资有限公司（以下简称"洛辉投资"）及其一致行动人常州市洛腾投资有限 公司（以下简称"洛腾投资"）、常州市洛盛投资合伙企业（有限合伙）（以下简 称"洛盛投资"）合计持股比例由 54.73%被动稀释至 53.99%，触及 1%的整数倍， 不涉及持股数量发生变化。 关于第一大股东及其一致行动人权益变动触及 1% 刻度的提示性公告 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个别及连带责任。 本次权益变动未触及要约收购，不会导致公司第一大股东及实际控制人 发生变动。 | 证券代码：603829 | 证券简称：洛凯股份 | 公告编号：2025-055 | | --- | --- | --- | | 债券代码：113689 | 债券简称：洛凯转债 | | 江苏洛凯机电股份有限公司 一、公司可转债的基本情况 经中国证券监督管理委员会《关于同意江苏洛凯机电股份有限公司向不特定 对象发行可转换公司债 ...

格隆汇10月14日丨洛凯股份(603829.SH)公布，可转换公司债券转股使得公司股份总数增加，导致第一 大股东常州市洛辉投资有限公司及其一致行动人常州市洛腾投资有限公司、常州市洛盛投资合伙企业合 计持股比例由 54.73%被动稀释至 53.99%，触及1%的整数倍，不涉及持股数量发生变化。 本次权益变动未触及要约收购，不会导致公司第一大股东及实际控制人发生变动。 ...