证券代码：605058 证券简称：澳弘电子 公告编号：2026-004 常州澳弘电子股份公司 关于使用闲置募集资金进行现金管理到期赎回并 继续进行现金管理的公告 一、本次使用闲置募集资金购买现金管理产品到期赎回情况 投资种类：结构性存款 投资金额：人民币 5,000 万元 公司于 2025 年 12 月 24 日、2025 年 12 月 31 日分别使用暂时闲置募集资金 购买现金管理产品，具体内容详见公司于 2025 年 12 月 26 日披露的《常州澳弘 电子股份有限公司关于使用闲置募集资金进行现金管理的进展公告》(公告编 号:2025-068)及 2026 年 1 月 6 日披露的《常州澳弘电子股份有限公司关于使用 闲置募集资金进行现金管理的进展公告》(公告编号:2026-001)。近日，公司已 | 产品名称 | 受托人 | 产品金额 | 起息日 | 到期日 | 年化收 | 赎回金额 | 实际收益 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 名称 | （万元） | | | 益率（%） | （万元） | （万元） | | 共赢慧信 汇率挂钩 ...

Fundraising Overview - The company raised a total of RMB 58 million by issuing 5.8 million convertible bonds at a price of RMB 100 each, with net proceeds amounting to RMB 57.54 million after deducting underwriting and sponsorship fees [1][2] - The funds were fully received by December 17, 2025, and verified by a certified public accountant [1] Fund Management and Regulatory Compliance - The company has established a special account for the raised funds and signed a tripartite supervision agreement with the sponsor and the bank to ensure proper management and usage of the funds [2][3] - The board of directors approved the opening of the special account and the signing of the regulatory agreement on December 8, 2025 [2] Tripartite Agreement Details - The tripartite agreement involves the company, the bank (China Everbright Bank Nanjing Branch), and the sponsor (Guojin Securities) to oversee the fund usage [3][4] - The special account is designated solely for the "Thailand Production Base Construction Project" and cannot be used for other purposes [3] Supervision and Reporting Obligations - The sponsor is responsible for supervising the fund usage and must conduct regular checks, including on-site investigations and written inquiries [4][5] - The bank is required to provide monthly account statements to the company and the sponsor, ensuring transparency in fund management [5] Conditions for Fund Withdrawal - Any withdrawal exceeding RMB 50 million or 20% of the net proceeds must be reported to the sponsor, along with a detailed expenditure list [5] - The agreement can be terminated if the bank fails to provide timely account statements or does not cooperate with the sponsor's investigations [5]

证券代码：605058 证券简称：澳弘电子 公告编号：2026-003 常州澳弘电子股份有限公司 关于新增募集资金专户并签订募集资金三方监管协议的公告 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。 一、募集资金基本情况 根据中国证券监督管理委员会《关于同意常州澳弘电子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〔2025〕2543 号)，常州澳 弘电子股份有限公司(以下简称"公司"或"澳弘电子")于 2025 年 12 月 11 日 公开发行了 580 万张可转换公司债券，发行价格为每张 100 元，募集资金总额为 人民币 58,000.00 万元，扣除承销费用及保荐费用合计 460.00 万元(不含增值 税)，实际收到募集资金 57,540.00 万元。本次向不特定对象发行可转换公司债 券发行费用 5,902,830.19 元(不含增值税)，实际募集资金净额为人民币 574,097,169.81 元。前述募集资金已于 2025 年 12 月 17 日全部到账，容诚会计 师事务所(特殊普通合伙)对本次募 ...

Group 1 - The core viewpoint of the news is that Aohong Electronics has experienced fluctuations in its stock price and trading volume, with a recent decline of 2.12% in its share price, currently at 31.41 CNY per share, and a market capitalization of 4.489 billion CNY [1] - As of January 26, 2025, Aohong Electronics has seen a year-to-date stock price increase of 2.92%, with a 1.23% decline over the last five trading days, a 3.15% increase over the last 20 days, and a 2.05% increase over the last 60 days [1] - The company, established on June 22, 2005, and listed on October 21, 2020, primarily engages in the research, production, and sales of printed circuit boards, with 89.10% of its revenue coming from this core business [1] Group 2 - As of September 30, 2025, Aohong Electronics reported a total revenue of 1.006 billion CNY, reflecting a year-on-year growth of 6.69%, and a net profit attributable to shareholders of 107 million CNY, also showing a growth of 6.45% [1] - The company has distributed a total of 229 million CNY in dividends since its A-share listing, with 172 million CNY distributed over the past three years [2] - As of September 30, 2025, the number of shareholders for Aohong Electronics increased by 7.36% to 14,600, while the average circulating shares per person decreased by 6.86% to 9,809 shares [1]

Core Viewpoint - The company focuses on the research, production, and sales of PCBs, with plans to deepen its involvement in automotive electronics and power energy sectors over the next three years [1] Group 1: Business Overview - The company's main products include single/double-sided boards, multilayer boards, and HDI boards [1] - The applications of these products are widespread, covering smart home, automotive electronics, new energy/power, consumer office, and medical industrial control sectors [1] Group 2: Future Plans - In the next three years, the company will prioritize automotive electronics (including new energy) and power energy (mainly AI server power) [1] - The company aims to advance HDI project technological upgrades and establish a factory in Thailand [1] - Plans include expanding high-end PCB production capacity and optimizing global layout and product structure [1]

Core Viewpoint - Company PCB products are currently used in a limited capacity within the optical module application field, with 800G optical module products undergoing sample testing and approval, which has minimal impact on the company's overall performance [1] Group 1 - Company has a small application of PCB products in the optical module sector [1] - The 800G optical module products are in the sample testing and approval stage [1] - The business from these products has a negligible effect on the company's overall performance [1]

Core Viewpoint - The company has seen a rapid increase in its automotive electronics business, with products now applied in over 30 domestic and international automotive brands, covering both new energy vehicles and traditional fuel vehicles [1] Group 1: Business Expansion - The automotive electronics business has significantly increased its share in recent years [1] - Products are widely used in various automotive systems including battery management systems, transmission systems, brake control, steering wheels, water pumps, cooling systems, headlights, rearview mirrors, seats, radiators, in-car sensing systems, and millimeter-wave radar [1]

Core Viewpoint - Aohong Electronics (605058) has products that are applied in the commercial aerospace sector, such as aviation hydraulics and satellite internet communication, but these business segments represent a small proportion of the company's overall performance, thus having a minimal impact on overall results [1]. Group 1 - The company has products utilized in the commercial aerospace field [1] - Applications include aviation hydraulics and satellite internet communication [1] - The overall contribution of these business segments to the company's performance is minor [1]

Group 1 - The core viewpoint of the article is that Aohong Electronics (605058) is experiencing normal business operations with a healthy order volume and high factory capacity utilization [1] Group 2 - The company reported that its recent business operations are stable and functioning well [1] - Aohong Electronics indicated that its order levels are relatively full, suggesting strong demand for its products [1] - The factory capacity utilization rate is maintained at a high level, reflecting efficient production processes [1]

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - Last week, the A - share market first rose and then declined. The daily trading volume of the whole market reached a record high of 3.99 trillion yuan on Wednesday. After the exchange adjusted the margin ratio for margin trading, market sentiment cooled down. The commercial aerospace sector retreated from its high, and the market focus shifted to AI applications, semiconductors, etc. The bond market yield declined, and the 10 - year Treasury bond rate closed at 1.84% on Friday, down 3.58bp from the previous week [1][8][9]. - In the convertible bond market, most individual convertible bonds rose last week. The CSI Convertible Bond Index increased by 1.08% for the whole week, the median price increased by 0.63%, and the arithmetic average parity increased by 1.39%. The conversion premium rate of the whole market decreased by 0.64% compared with the previous week [2][9]. - Although the current market price and the valuation of convertible bonds in each parity range are close to the 100% quantile position in history, the equity market is in a clear upward trend. Institutions are more worried about missing out on the upward trend than about market declines, which strongly supports the valuation of convertible bonds. Currently, it is the stage with the strongest certainty of upward market momentum [3][19]. - For relative returns, it is recommended to focus on lithium - battery, semiconductor equipment and materials, chemical industry, and securities brokerage sectors. For absolute - return funds, attention should be paid to the undervalued leading companies in the still - stagnant industries [4][20]. 3. Summary According to Relevant Catalogs Market Focus (January 12 - January 16, 2026) Stock Market - The A - share market first rose and then declined. The daily trading volume reached a record high on Wednesday. After the adjustment of the margin ratio for margin trading, market sentiment cooled down. The commercial aerospace sector retreated from its high, and the market focus shifted to AI applications, semiconductors, etc. The dividend - paying sector still underperformed. Most Shenwan primary industries declined, with computer, electronics, non - ferrous metals, media, and machinery leading the gains, and national defense and military industry, real estate, agriculture, forestry, animal husbandry, and coal performing poorly [1][8][9]. Bond Market - Although the equity market continued to rise at the beginning of the week, the impact on the bond market weakened significantly. Due to the increasing expectation of an equity market adjustment after a rapid rise, the bond market yield declined. After the central bank cut the interest rate of structural monetary policy tools on Thursday, the yield fluctuated and remained stable overall. The 10 - year Treasury bond rate closed at 1.84% on Friday, down 3.58bp from the previous week [1][9]. Convertible Bond Market - Most individual convertible bonds rose. The CSI Convertible Bond Index increased by 1.08% for the whole week, the median price increased by 0.63%, and the arithmetic average parity increased by 1.39%. The conversion premium rate of the whole market decreased by 0.64% compared with the previous week. Most industries in the convertible bond market rose, with computer, electronics, media, and machinery leading the gains, and national defense and military industry, building materials, coal, and transportation performing poorly. The top - rising individual bonds were related to semiconductors and AI applications, while the top - falling ones were mainly from the commercial aerospace sector [2][9][13]. Views and Strategies (January 19 - January 23, 2026) - The consensus on the upward trend supports the valuation of convertible bonds. The equity market first rose and then declined last week, and the theme shifted from aerospace to AI applications and semiconductor equipment. The relevant convertible bonds performed well, the average parity increased further, and the median market price rose to 139 yuan. The premium rate of equity - biased convertible bonds in the high - parity range increased significantly, and the convertible bond ETF still showed a significant net inflow trend. Newly - listed bonds were still strong [3][19]. - For relative returns, focus on high - probability equity - biased sectors such as lithium - battery (price increases are gradually implemented, and domestic and overseas demand is booming), semiconductor equipment and materials (expansion of Changxin and Changcun, and increasing localization rate), chemical industry (anti - involution in the polyester industry chain), and securities brokerage (benefiting from the booming stock market trading volume and previous underperformance). For absolute - return funds, pay attention to the undervalued leading companies in the still - stagnant industries, including two - wheeled vehicles, beauty and personal care, architectural design, and pig farming [4][20]. Valuation Overview - As of January 16, 2026, for equity - biased convertible bonds, the average conversion premium rates in different parity ranges are at high quantile positions in history. For debt - biased convertible bonds, the average YTM of bonds with a parity below 70 yuan is in the lower quantile position. The average implied volatility of all convertible bonds and the difference between the implied volatility of convertible bonds and the long - term actual volatility of the underlying stocks are also at high quantile positions [21]. Primary Market Tracking - Last week (January 12 - January 16, 2026), Shangtai Convertible Bond and Naipu Convertible Bond 02 announced their issuance, and Aohong, Shuangle, and Jin 05 Convertible Bonds were listed. In the future week (January 19 - January 23, 2026), there are no announcements of convertible bond issuance and listing. Last week, 4 companies got the exchange's approval for registration, 1 company's application was accepted by the exchange, 2 companies' plans passed the shareholders' meeting, and 4 companies released board proposals. Currently, there are 99 convertible bonds to be issued, with a total scale of 155.14 billion yuan [28][34].