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创新药概念持续走强,海南海药、奥锐特、必贝特-U涨停
Mei Ri Jing Ji Xin Wen· 2026-01-08 02:00
每经AI快讯,1月8日,创新药概念持续走强,海南海药、奥锐特、必贝特-U涨停,苑东生物、泰恩 康、汇宇制药-W、奥赛康、上海谊众等跟涨。 (文章来源:每日经济新闻) ...
奥锐特(605116) - 奥锐特药业股份有限公司关于可转债转股结果暨股份变动公告
2026-01-05 08:16
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: 累计转股情况:截至 2025 年 12 月 31 日,累计已有面值 9,000 元"奥 锐转债"转为公司 A 股普通股,累计转股股数为 353 股,占"奥锐转债"转股 前公司已发行普通股股份总额的 0.0001%。 未转股可转债情况:截至 2025 年 12 月 31 日,尚未转股的"奥锐转债" 面值为人民币 812,111,000 元,占"奥锐转债"发行总量的比例为 99.9989%。 证券代码:605116 证券简称:奥锐特 公告编号:2026-002 债券代码:111021 债券简称:奥锐转债 奥锐特药业股份有限公司 关于可转债转股结果暨股份变动公告 本季度转股情况:"奥锐转债"自 2025 年 2 月 5 日起可转换为公司股票, 2025 年 10 月 1 日至 2025 年 12 月 31 日期间共有面值 1,000 元"奥锐转债"转 为公司 A 股普通股,转股后的股份数为 40 股。 一、可转债发行上市概况 (一)可转债发行情况 经中国证券监督管理委员 ...
东北固收转债分析:2026年1月十大转债-2026年1月
NORTHEAST SECURITIES· 2026-01-05 01:13
1. Report Industry Investment Rating No relevant content provided. 2. Report's Core View The report presents the top ten convertible bonds in January 2026, including their credit ratings, closing prices at the end of December, conversion premium rates, and the trailing twelve - month price - to - earnings ratios (PE - TTM) of their underlying stocks. It also details the business profiles, financial performance, and key highlights of the companies corresponding to these convertible bonds [2][4][6]. 3. Summary by Company 3.1 Zhongte Convertible Bond - **Company Overview**: A globally leading specialized special - steel material manufacturer with an annual production capacity of about 20 million tons of special - steel materials. It has multiple production and raw - material bases, forming a coastal and riverside industrial chain layout [11]. - **Financial Performance**: In 2024, its operating income was 109.203 billion yuan (YoY - 4.22%), net profit attributable to the parent company was 5.126 billion yuan (YoY - 10.41%). In the first three quarters of 2025, operating income was 81.206 billion yuan (YoY - 2.75%), and net profit attributable to the parent company was 4.33 billion yuan (YoY + 12.88%) [11]. - **Company Highlights**: It is one of the world's most comprehensive special - steel enterprises in terms of variety and specification. It has a complete industrial chain, leading cost - control ability, and is seeking external expansion opportunities [12]. 3.2 Shanlu Convertible Bond - **Company Overview**: Focuses on road and bridge engineering construction and maintenance, and is expanding into other fields. It has a complete business and management system [29]. - **Financial Performance**: In 2024, its operating income was 71.348 billion yuan (YoY - 2.3%), net profit attributable to the parent company was 2.322 billion yuan (YoY + 1.47%). In the first three quarters of 2025, operating income was 41.354 billion yuan (YoY - 3.11%), and net profit attributable to the parent company was 1.41 billion yuan (YoY - 3.27%) [29]. - **Company Highlights**: It has the concept of China - specific valuation, potential for improvement in balance sheet and orders, benefits from regional infrastructure plans, and is exploring overseas markets [30]. 3.3 Hebang Convertible Bond - **Company Overview**: Has advantages in resource supply and has completed a basic layout in the chemical, agricultural, and photovoltaic fields, with four major business segments [44]. - **Financial Performance**: In 2024, its operating income was 8.547 billion yuan (YoY - 3.13%), net profit attributable to the parent company was 31 million yuan (YoY - 97.55%). In the first three quarters of 2025, operating income was 5.927 billion yuan (YoY - 13.02%), and net profit attributable to the parent company was 93 million yuan (YoY - 57.93%) [44]. - **Company Highlights**: Its phosphate mines and salt mines contribute profits, and its liquid methionine production is a major profit - contributor [45]. 3.4 Huayuan Convertible Bond - **Company Overview**: Focuses on building a complete vitamin D3 upstream - downstream industrial chain, with products in the vitamin and chemical - preparation fields [56]. - **Financial Performance**: In 2024, its operating income was 1.243 billion yuan (YoY + 13.58%), net profit attributable to the parent company was 309 million yuan (YoY + 60.76%). In the first three quarters of 2025, operating income was 936 million yuan (YoY - 0.2%), and net profit attributable to the parent company was 234 million yuan (YoY - 3.07%) [56]. - **Company Highlights**: It has leading products in the market, is expanding its product matrix, and has a strong layout in the pharmaceutical manufacturing field [57]. 3.5 Xingye Convertible Bond - **Company Overview**: One of the first joint - stock commercial banks in China, evolving into a modern financial service group with multiple financial licenses [70]. - **Financial Performance**: In 2024, its operating income was 212.226 billion yuan (YoY + 0.66%), net profit attributable to the parent company was 77.205 billion yuan (YoY + 0.12%). In the first three quarters of 2025, operating income was 161.234 billion yuan (YoY - 1.82%), and net profit attributable to the parent company was 63.083 billion yuan (YoY + 0.12%) [70]. - **Company Highlights**: It has stable asset quality and scale growth, with a large number of customers [71]. 3.6 Aima Convertible Bond - **Company Overview**: The leading enterprise in the electric two - wheeled vehicle industry, producing and selling electric bicycles, scooters, and motorcycles [80]. - **Financial Performance**: In 2024, its operating income was 21.606 billion yuan (YoY + 2.71%), net profit attributable to the parent company was 1.988 billion yuan (YoY + 5.68%). In the first three quarters of 2025, operating income was 21.093 billion yuan (YoY + 20.78%), and net profit attributable to the parent company was 1.907 billion yuan (YoY + 22.78%) [80]. - **Company Highlights**: It may benefit from government subsidies, new national standards, and has potential for improving gross margins [81]. 3.7 Chongyin Convertible Bond - **Company Overview**: The earliest local joint - stock commercial bank in the upper reaches of the Yangtze River and Southwest China, listed on the Hong Kong Stock Exchange and included in the "Leading Sheep" plan [90]. - **Financial Performance**: In 2024, its operating income was 13.679 billion yuan (YoY + 3.54%), net profit attributable to the parent company was 5.117 billion yuan (YoY + 3.8%). In the first three quarters of 2025, operating income was 11.74 billion yuan (YoY + 10.4%), and net profit attributable to the parent company was 4.879 billion yuan (YoY + 10.19%) [90]. - **Company Highlights**: It benefits from the regional economic development, has stable asset - scale growth, and actively adjusts its business strategies [91][94]. 3.8 Tianye Convertible Bond - **Company Overview**: The first industrial enterprise of the Xinjiang Production and Construction Corps, a leading enterprise in the chlor - alkali chemical industry with an integrated circular economy industrial chain [103]. - **Financial Performance**: In 2024, its operating income was 11.156 billion yuan (YoY - 2.7%), net profit attributable to the parent company was 68 million yuan (YoY + 108.83%). In the first three quarters of 2025, operating income was 7.97 billion yuan (YoY + 2.2%), and net profit attributable to the parent company was 7 million yuan (YoY - 28.79%) [103]. - **Company Highlights**: It has cost - advantage in caustic soda production and plans to increase dividend frequency and has coal - mine projects in progress [106]. 3.9 Aorui Convertible Bond - **Company Overview**: A company focusing on the R & D, production, and sales of complex APIs and preparations, leading in several technical fields [119]. - **Financial Performance**: In 2024, its operating income was 1.476 billion yuan (YoY + 16.89%), net profit attributable to the parent company was 355 million yuan (YoY + 22.59%). In the first three quarters of 2025, operating income was 1.237 billion yuan (YoY + 13.67%), and net profit attributable to the parent company was 354 million yuan (YoY + 24.58%) [119]. - **Company Highlights**: It is optimizing its distribution network, expanding its overseas market for preparations, and has high - quality customer resources [120]. 3.10 Yushui Convertible Bond - **Company Overview**: The largest water supply and drainage integrated enterprise in Chongqing, with a monopoly position in the local market [133]. - **Financial Performance**: In 2024, its operating income was 6.999 billion yuan (YoY - 3.52%), net profit attributable to the parent company was 785 million yuan (YoY - 27.88%). In the first three quarters of 2025, operating income was 5.568 billion yuan (YoY + 7.21%), and net profit attributable to the parent company was 779 million yuan (YoY + 7.1%) [133]. - **Company Highlights**: It has a high market share, is expanding its business regionally, and has achieved cost control through intelligent applications [134].
奥锐特:累计回购约263万股
Mei Ri Jing Ji Xin Wen· 2026-01-04 14:04
Company Summary - Aorite announced on January 4 that as of December 31, 2025, it has repurchased approximately 2.63 million shares through the Shanghai Stock Exchange, representing 0.65% of the company's total share capital [1] - The highest repurchase price was 22.59 CNY per share, while the lowest was 18.83 CNY per share, with a total expenditure of approximately 55.12 million CNY [1] Industry Insights - The article mentions significant predictions for 2026, including a potential 20% decline in the US stock market, the collapse of the AI bubble, and the disruptive impact of quantum computing on cryptocurrency [1] - Additionally, it highlights a forecasted surge in gold prices, potentially exceeding 10,000 USD [1]
奥锐特(605116.SH):累计回购262.72万股公司股份
Ge Long Hui A P P· 2026-01-04 09:12
格隆汇1月4日丨奥锐特(605116.SH)公布,截至2025年12月31日,公司通过上海证券交易所交易系统以 集中竞价交易方式已累计回购公司股份262.72万股,占公司目前总股本的比例为0.65%,回购成交的最 高价为22.59元/股,最低价为18.83元/股,支付的资金总额为人民币55,124,396.68元(不含交易费用)。 ...
奥锐特(605116) - 奥锐特药业股份有限公司关于以集中竞价交易方式回购公司股份的进展公告
2026-01-04 07:48
| | | 奥锐特药业股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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: | 回购方案首次披露日 | 2025/1/22 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 1 1 月 | 月 | 21 | 日~2026 | 年 | 20 日 | | 预计回购金额 | 6,000万元~12,000万元 | | | | | | | 回购用途 | □减少注册资本 □用于员工持股计划或股权激励 | | | | | | | | √用于转换公司可转债 | | | | | | | | □为维护公司价值及股东权益 | | | | | | | 累计已回购股数 | 2,627,238股 | | | | | | | 累计已回购股数占总股本比例 | 0.65% | | | | | | | 累计已回购金额 | 55,124,396.68元 | | | | | | | 实际回购价格区 ...
奥锐特(605116) - 国泰海通证券股份有限公司关于奥锐特药业股份有限公司向不特定对象发行可转换公司债券第三次临时受托管理事务报告
2025-12-30 09:49
㛗⾞ㆶ〦φྛ䭆⢯ 㛗⾞ԙ⸷φ ٰㆶ〦φྛ䭆䖢ٰ ٰԙ⸷φ ള⌦⎭䙐䇷㛗Գᴿ䲆ޢਮ ީӄ ྛ䭆⢯㦥ѐ㛗Գᴿ䲆ޢਮ ٰਮޢу⢯ᇐሯ䊗ਇ㺂ਥ䖢ᦘੇ ㅢп⅗Ѫᰬᢎ㇗⨼Ӂࣗᣛ δ ᒪᓜε ᢎ㇗⨼Ӱ ӂɂӂӊᒪॷӂᴾ 1 䠃㾷༦᱄ ഭ⌠⎧䙊䇱ࡨ㛑ԭᴹ䲀ޜਨ˄ԕлㆰ〠Āഭ⌠⎧䙊ā˅㕆ࡦᵜᣕⲴᇩ৺ ؑᶕⓀҾྕ䭀⢩㦟ъ㛑ԭᴹ䲀ޜਨ˄ԕлㆰ〠Āྕ䭀⢩āǃĀޜਨāᡆĀਁ㹼Ӫā˅ ሩཆޜᐳⲴޜᔰؑᣛ䵢᮷Ԧԕ৺ਁ㹼Ӫੁഭ⌠⎧䙊ᨀⲴ䍴ᯉDŽ 2 жȽᵢ⅗ਥ䖢ٰਇ㺂рᐸะᵢ߫ ഭ⌠⎧䙊᤹➗ljޜਨ٪ࡨਇᢈ㇑⨶Ӫᢗъ㹼Ѫ߶ࡉNJㅹޣ㿴ᇊ৺оྕ䭀⢩ ㆮ䇒Ⲵljਇᢈ㇑⨶ॿ䇞NJ㓖ᇊ㕆ࡦᵜᣕDŽ ᵜᣕнᶴᡀሩᣅ䍴㘵䘋㹼ᡆн䘋㹼Ḁ亩㹼ѪⲴ᧘㦀㿱ˈᣅ䍴㘵ᓄሩޣ һᇌڊࠪ・⤜ࡔˈᯝ㘼нᓄሶᵜᣕѝⲴԫօᇩᦞԕѪഭ⌠⎧䙊ᡰⲴ䈪 ᡆ༠᰾DŽ䈧ᣅ䍴㘵⤜・ᖱ䈒уъᵪᶴ㿱ˈ൘ԫօᛵߥлˈᣅ䍴㘵н㜭ሶᵜᣕ Ѫᣅ䍴㹼ѪᦞDŽ ഭ⌠⎧䙊ᨀ䈧ᣅ䍴㘵৺ᰦޣ⌘ਁ㹼ӪⲴؑᣛ䵢᮷Ԧˈᒦᐢⶓ׳ਁ㹼Ӫ৺ᰦ ን㹼ؑᣛ䵢ѹ࣑DŽ ṩᦞѝഭ䇱ࡨⴁⶓ㇑⨶ငઈՊljޣҾ਼ྕ䭀⢩㦟ъ㛑ԭᴹ䲀ޜਨੁн⢩ᇊ ሩ䊑ਁ㹼ਟ䖜ᦒޜਨ٪ࡨ⌘Ⲵᢩ༽NJ˄䇱ⴁ䇨ਟǒ2024Ǔ924 ਧ˅ˈޜਨҾ 2024 ᒤ ...
奥锐特(605116) - 奥锐特药业股份有限公司关于部分限制性股票回购注销不调整“奥锐转债”转股价格的公告
2025-12-30 09:49
证券代码:605116 证券简称:奥锐特 公告编号:2025-090 债券代码:111021 债券简称:奥锐转债 奥锐特药业股份有限公司 关于部分限制性股票回购注销不调整"奥锐转债"转 股价格的公告 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: "奥锐转债"调整前转股价格:24.94 元/股 "奥锐转债"调整后转股价格:24.94 元/股 因此,"奥锐转债"的转股价格将进行调整,本次调整符合《募集说明书》 的规定。 二、转股价格调整公式与调整结果 因本次回购注销的部分限制性股票占公司总股本比例较小,经计算,本 次回购注销实施完成后,"奥锐转债"的转股价格不变。 奥锐特药业股份有限公司(以下简称"公司")于 2024 年 7 月 26 日向不特 定对象发行可转换公司债券 812,120,000.00 元,并于 2024 年 8 月 15 日起在上 海证券交易所上市交易,债券简称"奥锐转债",债券代码"111021"。"奥锐转 债"存续期 6 年,存续时间为 2024 年 7 月 26 日至 2030 年 7 月 ...
奥锐特(605116) - 奥锐特药业股份有限公司关于部分限制性股票回购注销实施公告
2025-12-30 09:49
奥锐特药业股份有限公司 | 证券代码:605116 | 证券简称:奥锐特 | 公告编号:2025-089 | | --- | --- | --- | | 债券代码:111021 | 债券简称:奥锐转债 | | 关于部分限制性股票回购注销实施公告 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: 回购注销原因:奥锐特药业股份有限公司(以下简称"公司")于 2025 年 10 月 29 日召开第三届董事会第十七次会议,审议通过了《关于回购注销 2022 年限制性股票激励计划部分限制性股票的议案》。根据《上市公司股权激励管理 办法》(以下简称"《管理办法》")《奥锐特药业股份有限公司 2022 年限制性股票 激励计划(草案)》(以下简称"《激励计划》")等相关规定,鉴于公司 2022 年限 制性股票激励计划中的 1 名激励对象与公司解除劳动合同而不再具备激励资格, 公司决定对其持有的已获授但尚未解除限售的合计 12,000 股限制性股票予以回 购注销。 本次注销股份的有关情况 | 回购股份数量 | 注销股份数量 | 预 ...
奥锐特(605116) - 国浩律师(杭州)事务所关于奥锐特药业股份有限公司2022年限制性股票激励计划部分限制性股票回购注销实施的法律意见书
2025-12-30 09:48
国浩律师(杭州)事务所 关 于 奥锐特药业股份有限公司 2022 年限制性股票激励计划 部分限制性股票回购注销实施 的法律意见书 法律意见书 国浩律师(杭州)事务所 地址:杭州市上城区老复兴路白塔公园 B 区 2 号、15 号国浩律师楼 邮编:310008 GrandallBuilding,No.2&No.15,BlockB,BaitaPark,OldFuxingRoad,Hangzhou,Zhejiang310008,China 电话/Tel:(+86)(571)85775888 传真/Fax:(+86)(571)85775643 电子邮箱/Mail:grandallhz@grandall.com.cn 网址/Website:http://www.grandall.com.cn 二〇二五年十二月 法律意见书 国浩律师(杭州)事务所 国浩律师(杭州)事务所 关 于 奥锐特药业股份有限公司 致:奥锐特药业股份有限公司 根据奥锐特药业股份有限公司(以下简称"奥锐特"或"公司")与国浩律 师(杭州)事务所(以下简称"本所")签订的专项法律服务委托协议,本所接 受奥锐特的委托,依据《中华人民共和国公司法》《中华人民共 ...