（文章来源：证券日报） 证券日报网讯 12月15日晚间，澳弘电子发布公告称，公司董事会于2025年12月15日召开第三届董事会 第九次会议，审议通过了《关于公司开展外汇衍生品交易业务的议案》。 ...

近日，澳弘电子发布关于开展外汇衍生品交易业务的公告。公告显示，常州澳弘电子股份有限公司为防 范和控制外币利汇率风险，结合实际业务需要，拟在董事会审议通过之日起12个月内开展外汇衍生品交 易业务，交易品种包括远期结售汇、外汇掉期、外汇期权等，预计动用的交易保证金和权利金上限不超 过7,000万元人民币，任一交易日持有的最高合约价值不超过8亿元人民币，资金来源为自有资金。该事 项已经公司第三届董事会第九次会议审议通过，无需提交股东大会审议。公司强调不以投机为目的，存 在市场、流动性、信用和操作等风险，并制定了相应风控措施。 截至2025年12月15日收盘，澳弘电子（605058）报收于29.29元，较前一交易日下跌1.68%，最新总市值 为41.86亿元。该股当日开盘29.51元，最高29.78元，最低29.19元，成交额达8897.97万元，换手率为 2.11%。 最新公告列表 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 《澳弘电子关于开展外汇衍生品交易业务的公告》 《澳弘电子向不特定对象发行可转换公司债券网上中签结果公告》 ...

重要内容提示： 证券代码：605058 证券简称：澳弘电子 公告编号：2025-059 常州澳弘电子股份有限公司 关于开展外汇衍生品交易业务的公告 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。 交易主要情况 | | □获取投资收益 | | | --- | --- | --- | | 交易目的 | ☑套期保值（合约类别：□商品；☑外汇；□其他：________） | | | | □其他：________ | | | 交易期限 | 自公司董事会审议通过之日起 12 个月内有效 | | | 外汇业务交 | 远期结售汇、人民币和其他外汇的掉期业务、远期外汇买卖、 | | | 易品种 | 外汇掉期、外汇期权、利率互换、利率掉期、利率期权等 | | | 交易金额 | 预计动用的交易保证金和权利金 7,000万元 上限（单位：万元） | | | | 预计任一交易日持有的最高合约 80,000万元 | | | | 价值（单位：万元） | | | 资金来源 | ☑自有资金 □其他___ | □借贷资金 | 已履行及拟履行的审议程序：常州澳弘电 ...

澳弘电子公告称，公司董事会于2025年12月15日审议通过开展外汇衍生品交易业务，无需提交股东会审 议。交易期限自审议通过之日起12个月内有效，预计动用交易保证金和权利金上限不超0.7亿元，任一 交易日持有的最高合约价值不超8亿元，资金来源为自有资金。交易业务包括远期结售汇等多种类型。 同时，公司提示交易存在市场、流动性、信用和内部操作风险，并制定了相应风控措施。 ...

[Table_Info1] 证券研究报告 [Table_Title] 证券研究报告/债券研究报告 澳弘转债定价：首日转股溢价率 45%~50% ---东北固收转债分析 报告摘要： [Table_Summary] 12 月 9 日，澳弘电子公告拟于 2025 年 12 月 11 日通过网上发行可转债， 公司本次计划发行可转换公司债券募集资金总额不超过 5.80 亿元。本次 发行募集资金扣除发行费用后，5.80 亿元拟全部用于泰国生产基地建设 项目，项目总投资 5.96 亿元。 澳弘转债发行方式为优先配售，网上发行，债项和主体评级 AA-。发行 规模为 5.80 亿元，初始转股价格为 34.04 元，参考 12 月 12 日正股收盘 价格 29.79 元，转债平价 87.51 元，参考同期限同评级中债企业债到期收 益率（12 月 12 日）为 3.75%，到期赎回价 112 元，计算纯债价值为 92.83 元。博弈条款方面，下修条款（15/30，85%）正常、赎回条款（15/30， 130%）正常、回售条款（30/30，70%）正常。综合来看，债券发行规模 一般，流动性一般，评级尚可，债底保护性较好。机构入库不难 ...

1. Report Industry Investment Rating - No industry investment rating information is provided in the report. 2. Core Viewpoints of the Report - Last week (December 8 - December 12), the A - share market was volatile. Two important meetings boosted market risk appetite, and trading volume increased. AI hardware and commercial aerospace led the gains, while coal and petroleum and petrochemical sectors lagged. The bond market slightly recovered, with the 10 - year Treasury bond yield at 1.84% on Friday, down 0.84bp from the previous week. The convertible bond market had most individual bonds closing lower, with the CSI Convertible Bond Index up 0.20% for the week, the median price up 0.10%, and the calculated arithmetic average parity down 0.35%. The overall conversion premium rate increased by 2.20% compared to the previous week [1][6][7]. - Some issuers showed a strong willingness to convert. The convertible bond market followed the stock market's volatility last week. Despite the significant adjustment of the micro - cap stock index, the CSI Convertible Bond Index closed slightly higher, showing strong resilience and improved trading volume. Several issuers of near - maturing convertible bonds proposed downward revisions, and the pricing after the proposed downward revisions varied based on the remaining term and industry fundamentals [2][15]. - Looking ahead, with the end - of - year important meetings and the Fed's rate cut settled, the market will enter a policy vacuum period. Relative return investors are advised to make small - position balanced allocations of non - redeemable and appropriately - priced equity - biased convertible bonds in sectors such as power, storage, semiconductor equipment and materials for domestic substitution, commercial aerospace, and humanoid robots. Absolute return investors should focus on high - volatility stocks under 130 yuan or industry leaders with historically low valuations in sectors like two - wheeled vehicles, cosmetics, and breeding [2][15]. 3. Summaries by Related Catalogs Market Focus (December 8 - December 12) Stock Market - A - shares were volatile. The trading volume exceeded 2 trillion on Monday and Friday. The Shanghai Composite Index rose 0.54% on Monday, fell 0.37% on Tuesday, fell 0.23% on Wednesday, fell 0.7% on Thursday, and rose 0.41% on Friday. The Shenzhen Component Index rose 1.39% on Monday, fell 0.39% on Tuesday, rose 0.29% on Wednesday, fell 1.27% on Thursday, and rose 0.84% on Friday. The ChiNext Index rose 2.6% on Monday, rose 0.61% on Tuesday, fell 0.02% on Wednesday, fell 1.41% on Thursday, and rose 0.97% on Friday [1][6]. - Most Shenwan primary industries closed lower. Communication (6.27%), national defense and military industry (2.80%), electronics (2.63%), machinery and equipment (1.38%), and power equipment (1.19%) led the gains, while coal (-3.64%), petroleum and petrochemical (-3.52%), steel (-2.89%), and real estate (-2.62%) lagged [7]. Bond Market - After the Politburo meeting and the Central Economic Work Conference, the moderately loose monetary policy remained unchanged, and inflation data showed a continued price improvement trend. The bond market slightly recovered, with the 10 - year Treasury bond yield at 1.84% on Friday, down 0.84bp from the previous week [1][7]. Convertible Bond Market - Most individual convertible bonds closed lower. The CSI Convertible Bond Index rose 0.20% for the week, the median price rose 0.10%, and the arithmetic average parity fell 0.35%. The overall conversion premium rate increased by 2.20%. The arithmetic average conversion premium rates of convertible bonds with parities in [90,100), [100,110), and [110,120) changed by +2.09%, -1.73%, and +0.20%, respectively, and were at the 94%, 96%, and 89% quantiles since 2023 [1][7]. - Most convertible bond industries closed lower. Building materials (+6.14%), national defense and military industry (+4.27%), power equipment (+1.25%), and beauty care (+0.94%) led the gains, while social services (-2.32%), coal (-2.12%), commercial and retail (-1.52%), and basic chemicals (-1.31%) lagged [8]. - The top - rising individual convertible bonds were Zai 22 (commercial aerospace), Huamao (computing power), Weidao (semiconductor equipment), Jize (green alcohol), and Hangyu (commercial aerospace). The top - falling individual convertible bonds were Yingbo (low - altitude economy & announced strong redemption), Hongtu (satellite application), Huarui (CNC cutting tools), Sanfang (polyester chips), and Yake (automobile aluminum) [1][10]. - The total trading volume of the convertible bond market last week was 285.692 billion yuan, with an average daily trading volume of 57.138 billion yuan, an increase from the previous week [13]. Valuation - As of December 12, 2025, for equity - biased convertible bonds, the average conversion premium rates for parities in the ranges of 80 - 90 yuan, 90 - 100 yuan, 100 - 110 yuan, 110 - 120 yuan, 120 - 130 yuan, and above 130 yuan were 45.18%, 34.97%, 27.88%, 20.1%, 10.88%, and 13.62%, respectively, at the 94%/90%, 94%/95%, 94%/95%, 91%/90%, 70%/53%, and 97%/98% quantiles since 2010/2021. - For debt - biased convertible bonds, the average YTM for parities below 70 yuan was -3.48%, at the 2%/6% quantiles since 2010/2021. - The average implied volatility of all convertible bonds was 43.46%, at the 88%/91% quantiles since 2010/2021. The difference between the convertible bond's implied volatility and the stock's long - term actual volatility was 2.31%, at the 84%/85% quantiles since 2010/2021 [16]. Primary Market Tracking New Issuance and Listing - Last week (December 8 - December 12), Aohong, Shenyu, Tianzhun, and Dingjie convertible bonds announced issuance, while Maolai and Ruike convertible bonds were listed. - Aohong Convertible Bond (111024.SH): The underlying stock is Aohong Electronics (605058.SH), in the electronics industry. The issuance scale is 580 million yuan, with a credit rating of AA -. The funds will be used for the construction of a production base in Thailand [23]. - Shenyu Convertible Bond (123262.SZ): The underlying stock is Shenyu Co., Ltd. (300563.SZ), in the communication industry. The issuance scale is 500 million yuan, with a credit rating of AA -. The funds will be used for the construction of data lines in the intelligent field [24]. - Tianzhun Convertible Bond (118062.SH): The underlying stock is Tianzhun Technology (688003.SH), in the machinery and equipment industry. The issuance scale is 872 million yuan, with a credit rating of AA -. The funds will be used for R & D and industrialization projects in industrial vision equipment, semiconductor metrology equipment, and intelligent driving and embodied intelligent controllers [25][26]. - Dingjie Convertible Bond (123263.SZ): The underlying stock is Dingjie Digital Intelligence (300378.SZ), in the computer industry. The issuance scale is 828 million yuan, with a credit rating of AA. The funds will be used for the Dingjie Digital Intelligence Ecological Empowerment Platform project and to supplement working capital [27]. - Maolai Convertible Bond (118061.SH): The underlying stock is Maolai Optics (688502.SH), in the electronics industry. The issuance scale is 563 million yuan, with a credit rating of A+. The funds will be used for ultra - precision optical production and processing projects, ultra - precision optical technology R & D centers, and to supplement working capital [28]. - Ruike Convertible Bond (118060.SH): The underlying stock is Ruike Da (688800.SH), in the electronics industry. The issuance scale is 1 billion yuan, with a credit rating of AA -. The funds will be used for the renovation and upgrade of high - frequency and high - speed connection systems, intelligent energy connection systems, and to supplement working capital [29]. Future Issuance and Listing - As of December 12, there were no announcements of convertible bond issuances or listings for the next week (December 15 - December 19). - Last week, one company (Shuangle Co., Ltd.) was approved for registration, two companies (Tonglian Precision and Xianghe Industry) passed the listing committee review, three companies (Suzhou Tianmai, Baoti Co., Ltd., and Zhongqi Co., Ltd.) were accepted by the exchange, and two companies (Hubei Yihua and Zhaomin Technology) passed the shareholders' meeting. There were no new board - proposed enterprises. - As of now, there are 92 convertible bonds waiting to be issued, with a total scale of 146.43 billion yuan, including 3 approved for registration with a total scale of 2.5 billion yuan and 9 that have passed the listing committee review with a total scale of 9.99 billion yuan [30].

Group 1 - The core point of the announcement is the results of the online lottery for the issuance of convertible bonds by Changzhou Aohong Electronics Co., Ltd. [1] - The company issued a total of 58,301 winning numbers for the convertible bonds, with each winning number allowing the subscription of 1 lot (1,000 yuan) of Aohong convertible bonds [2] - The lottery was conducted under the principles of openness, fairness, and justice, supervised by relevant representatives and notarized by the Shanghai Oriental Notary Office [1][2]

网上中签结果公告 保荐人（主承销商）：国金证券股份有限公司 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。 根据《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发行公 告》，发行人常州澳弘电子股份有限公司及本次向不特定对象发行可转换公司债 券的保荐人（主承销商）国金证券股份有限公司于 2025 年 12 月 12 日（T+1 日） 主持了常州澳弘电子股份有限公司向不特定对象发行 A 股可转换公司债券（以下 简称"澳弘转债"）网上发行中签摇号仪式。摇号仪式按照公开、公平、公正的 原则在有关单位代表的监督下进行，摇号结果经上海市东方公证处公证。 证券代码：605058 证券简称：澳弘电子 公告编号：2025-058 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 特此公告。 发行人：常州澳弘电子股份有限公司 保荐人（主承销商）：国金证券股份有限公司 2025 年 12 月 15 日 （此页无正文，为《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 券网上中签结果公告》之盖章页） 常州澳弘电子股份有限公司 年 ...

证券代码：605058 证券简称：澳弘电子 公告编号：2025-057 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 常州澳弘电子股份有限公司（以下简称"澳弘电子"或"发行人"）向不特定对象 发行 58,000.00 万元可转换公司债券（以下简称"可转债"或"澳弘转债"）已获得中 国证券监督管理委员会（以下简称"中国证监会"）证监许可〔2025〕2543 号文同 意注册。本次发行的保荐人（主承销商）为国金证券股份有限公司（以下简称"国 金证券"、"保荐人（主承销商）"或"主承销商"）。本次发行的可转债简称为"澳弘 转债"，债券代码为"111024"。 请投资者认真阅读本公告。本次发行在发行流程、缴款和投资者弃购处理等 环节的重要提示如下： 1、网上投资者申购可转债中签后，应根据《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网上中签结果公告》履行资金交收义务，确保其资 金账户在 2025 年 12 月 15 日（T+2 日）日终有足额的认购资金，能够认购中签后 的 1 手或 1 手整数倍的可转债，投资者款项划付需遵守投资者所在证券公司的相 关规定。投资者认购资金不足的，不足部分视为放弃认 ...

Core Viewpoint - The company has received approval from the China Securities Regulatory Commission (CSRC) for the issuance of 580 million yuan in convertible bonds, named "Aohong Convertible Bonds" [1] Group 1: Bond Issuance Details - The issuance includes a preferential subscription for existing shareholders amounting to 522 million yuan, which represents 89.95% of the total issuance [1] - The public subscription for online investors is set at 58 million yuan, accounting for 10.05% of the total [1] - The online subscription success rate is reported at 0.00065988% [1] Group 2: Subscription and Underwriting - The subscription period for existing shareholders and online public investors will end on December 11, 2025 [1] - Investors who successfully subscribe online must ensure sufficient funds in their accounts by December 15, 2025, or their subscriptions will be considered forfeited [1] - The lead underwriter will underwrite any shortfall in subscription amounts, with a cap of 30% on the underwriting ratio [1] Group 3: Future Announcements - The listing date for the Aohong Convertible Bonds will be announced separately [1]