格隆汇12月24日丨奥锐特(605116.SH)公布，截至本公告披露日，天台铂恩以集中竞价交易方式减持100 万股，占公司总股本的0.25%，本次减持计划已实施完毕。天台铂融恩目前仍持有公司股份560.6万股， 占公司总股本的1.38%。 ...

本公司董事会、全体董事及相关股东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。 | 证券代码：605116 | 证券简称：奥锐特 | 公告编号：2025-088 | | --- | --- | --- | | 债券代码：111021 | 债券简称：奥锐转债 | | 奥锐特药业股份有限公司 股东减持股份结果公告 重要内容提示： 大股东持股的基本情况 本次减持计划实施前，奥锐特药业股份有限公司（以下简称"公司"）的股 份总数为 406,195,234 股，天台铂恩投资管理合伙企业（有限合伙）（以下简称 "天台铂恩"）及其一致行动人浙江桐本投资有限公司（以下简称"浙江桐本"）、 天台铂融投资合伙企业（有限合伙）（以下简称"天台铂融"）合计持有公司股份 167,919,800 股，占公司总股本的 41.34%。其中天台铂恩持有公司股份 6,606,000 股，占公司总股本的 1.63%；浙江桐本持有公司股份 153,583,200 股，占公司总 股本的 37.81%；天台铂融持有公司股份 7,730,600 股，占公司总股本的 1.90%。 上述股份均来源 ...

Group 1 - The core viewpoint of the news is that Aorite Pharmaceutical Co., Ltd. has seen a stock price increase of 5.04%, reaching 23.15 CNY per share, with a total market capitalization of 9.403 billion CNY [1] - Aorite Pharmaceutical, established on March 5, 1998, and listed on September 21, 2020, specializes in the research, production, and sales of specialty APIs and pharmaceutical intermediates [1] - The company's revenue composition includes 85.12% from API and intermediate sales, 11.64% from finished drug sales, 2.74% from import and export trade, and 0.50% from other sources [1] Group 2 - From the perspective of fund holdings, Aorite is a major holding in the China Life Asset Management's fund, specifically the China Life Asset Health Science Mixed A Fund (005043), which holds 210,000 shares, unchanged from the previous period [2] - The fund's net asset value proportion for Aorite is 9.07%, making it the largest holding in the fund [2] - The fund has experienced a loss of 3.61% this year, ranking 7991 out of 8088 in its category, and a loss of 4.86% over the past year, ranking 7960 out of 8057 [2]

Group 1 - The company, Aorite Pharmaceutical Co., Ltd., has received a GMP compliance inspection notice from the Zhejiang Provincial Drug Administration, confirming that its production lines meet the required standards [1] - The inspection covered the production of active pharmaceutical ingredients, specifically mometasone furoate and betamethasone, conducted from November 12 to November 14, 2025 [1] - The inspection concluded that the company complies with the relevant laws and regulations, including the Drug Administration Law and the Good Manufacturing Practice (GMP) guidelines [1] Group 2 - The company is expected to maintain stable product quality and production capacity, which will help meet market demand for its pharmaceutical products [3] - The company acknowledges that future sales may be influenced by market conditions and industry policies, indicating potential uncertainties in the pharmaceutical sector [3]

| 证券代码：605116 | 证券简称：奥锐特 | 公告编号：2025-087 | | --- | --- | --- | | 债券代码：111021 | 债券简称：奥锐转债 | | 奥锐特药业股份有限公司 关于通过药品 GMP 符合性检查的公告 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。 近日，奥锐特药业股份有限公司（以下简称"奥锐特"或"公司"）收到浙 江省药品监督管理局签发的《药品GMP符合性检查告知书》（浙2025第0267号、浙 2025第0268号），现将相关情况公告如下： 一、GMP 检查相关信息 企业名称：奥锐特药业股份有限公司 生产地址：浙江省天台县八都工业园区 检查范围及相关车间、生产线：1.原料药（糠酸莫米松）：806、863车间， A3生产线；2.原料药（倍他米松）：802车间，BETB生产线 检查时间：2025年11月12日-2025年11月14日 检查结论：符合《中华人民共和国药品管理法》《药品生产监督管理办法》 《药品生产质量管理规范》（2010年修订）和相关附录等有关要求。 | 主要生产品 ...

Core Viewpoint - The company received a GMP compliance inspection notice from the Zhejiang Provincial Drug Administration, indicating that its production facilities will be inspected in November 2025, and the results are expected to have no significant impact on performance [1] Group 1: Inspection Details - The inspection will take place from November 12 to 14, 2025, at the company's production site in Tiantai County, Zhejiang, covering workshops 806, 863, and 802, as well as related production lines [1] - The inspection involves the active pharmaceutical ingredients mometasone furoate and betamethasone, with the conclusion indicating compliance with relevant requirements [1] Group 2: Sales Performance - In 2024, the sales revenue for mometasone furoate formulations is projected to be 1.43 billion yuan, while betamethasone formulations are expected to generate 15 million yuan [1] - The company notes that product sales are influenced by multiple factors, leading to inherent uncertainties [1]

Core Viewpoint - Aorite (605116.SH) has received the GMP compliance inspection notice from the Zhejiang Provincial Drug Administration, indicating that its production lines meet GMP standards, which will help maintain product quality and production capacity [1] Group 1: GMP Compliance - The company has passed the GMP compliance inspection for its production lines related to raw materials, specifically mometasone furoate and betamethasone [1] - The inspection covered specific workshops and production lines: Workshop 806 and 863 for mometasone furoate, and Workshop 802 for betamethasone [1] Group 2: Impact on Operations - The successful GMP compliance will support the company's ability to meet market demand for its products [1] - The inspection results are not expected to have a significant impact on the company's financial performance [1]

Core Viewpoint - Aorite (605116.SH) has received the Drug GMP Compliance Inspection Notification from the Zhejiang Provincial Drug Administration, indicating that its production lines meet GMP requirements, which will help maintain product quality and production capacity [1] Group 1: GMP Compliance - The company passed the GMP compliance inspection for its raw materials, specifically Mometasone Furoate and Betamethasone, across designated workshops and production lines [1] - The inspection covered workshops 806, 863, and 802, as well as production lines A3 and BETB [1] Group 2: Impact on Operations - The successful GMP compliance will support the company's ability to meet market demand for its products [1] - The inspection results are not expected to have a significant impact on the company's financial performance [1]

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report The report presents the top ten convertible bonds for December 2025, analyzing each bond's issuer, including its financial performance, business scope, and key attractions [1][3][4]. 3. Summary by Company 3.1 Zhongte Convertible Bond - **Company Profile**: A globally leading specialized special steel material manufacturing enterprise with a production capacity of about 20 million tons of special steel materials per year [11]. - **Financial Performance**: In 2024, its operating income was 109.203 billion yuan (YoY -4.22%), and the net profit attributable to the parent was 5.126 billion yuan (YoY -10.41%). In the first three quarters of 2025, the operating income was 81.206 billion yuan (YoY -2.75%), and the net profit attributable to the parent 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 specifications, with leading market shares in core products such as bearing steel and automotive steel. It has a complete industrial chain and strong cost - control capabilities, and is actively seeking external expansion [12]. 3.2 Shanlu Convertible Bond - **Company Profile**: Mainly engaged in road and bridge engineering construction and maintenance, and actively 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%), and the net profit attributable to the parent was 2.322 billion yuan (YoY +1.47%). In the first three quarters of 2025, the operating income was 41.354 billion yuan (YoY -3.11%), and the net profit attributable to the parent was 1.41 billion yuan (YoY -3.27%) [29]. - **Company Highlights**: Controlled by the Shandong Provincial State - owned Assets Supervision and Administration Commission, it has the concept of "China Special Valuation". It is expected to benefit from infrastructure construction in Shandong and the "Belt and Road" initiative [30]. 3.3 Hebang Convertible Bond - **Company Profile**: With advantages in salt mines, phosphate mines, and natural gas supply, it has completed the basic layout in the chemical, agricultural, and photovoltaic fields [44]. - **Financial Performance**: In 2024, its operating income was 8.547 billion yuan (YoY -3.13%), and the net profit attributable to the parent was 31 million yuan (YoY -97.55%). In the first three quarters of 2025, the operating income was 5.927 billion yuan (YoY -13.02%), and the net profit attributable to the parent was 93 million yuan (YoY -57.93%) [44]. - **Company Highlights**: Its phosphate mines and salt mines contribute stable profits, and the liquid methionine business has high - margin performance [45]. 3.4 Huayuan Convertible Bond - **Company Profile**: Focused on building a complete vitamin D3 upstream - downstream industrial chain, with products including cholesterol, vitamin D3, and chemical preparations [57]. - **Financial Performance**: In 2024, its operating income was 1.243 billion yuan (YoY +13.58%), and the net profit attributable to the parent was 309 million yuan (YoY +60.76%). In the first three quarters of 2025, the operating income was 936 million yuan (YoY -0.2%), and the net profit attributable to the parent was 234 million yuan (YoY -3.07%) [57]. - **Company Highlights**: It is a leader in NF - grade cholesterol and 25 - hydroxyvitamin D3 products. It is expanding its product matrix and has a layout in the pharmaceutical manufacturing field [58]. 3.5 Xingye Convertible Bond - **Company Profile**: One of the first joint - stock commercial banks approved by the State Council and the People's Bank of China, evolving into a modern financial service group [71]. - **Financial Performance**: In 2024, its operating income was 212.226 billion yuan (YoY +0.66%), and the net profit attributable to the parent was 77.205 billion yuan (YoY +0.12%). In the first three quarters of 2025, the operating income was 161.234 billion yuan (YoY -1.82%), and the net profit attributable to the parent was 63.083 billion yuan (YoY +0.12%) [71]. - **Company Highlights**: It has stable asset quality and scale growth, with a large number of corporate and retail customers [72]. 3.6 Huanxu Convertible Bond - **Company Profile**: A global leader in electronic manufacturing design, providing value - added services to brand customers [81]. - **Financial Performance**: In 2024, its operating income was 60.691 billion yuan (YoY -0.17%), and the net profit attributable to the parent was 1.652 billion yuan (YoY -15.16%). In the first three quarters of 2025, the operating income was 43.641 billion yuan (YoY -0.83%), and the net profit attributable to the parent was 1.263 billion yuan (YoY -2.6%) [81]. - **Company Highlights**: It is a leading manufacturer of smart wearable SiP modules, with advanced packaging technologies and a global production layout [82]. 3.7 Chongyin Convertible Bond - **Company Profile**: 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 selected for the "Leading Bank" program [94]. - **Financial Performance**: In 2024, its operating income was 13.679 billion yuan (YoY +3.54%), and the net profit attributable to the parent was 5.117 billion yuan (YoY +3.8%). In the first three quarters of 2025, the operating income was 11.74 billion yuan (YoY +10.4%), and the net profit attributable to the parent was 4.879 billion yuan (YoY +10.19%) [94]. - **Company Highlights**: Benefiting from the Chengdu - Chongqing economic circle strategy, it has stable asset - scale growth and a reasonable credit strategy [96]. 3.8 Tianye Convertible Bond - **Company Profile**: The first industrial enterprise of the Xinjiang Production and Construction Corps and 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%), and the net profit attributable to the parent was 68 million yuan (YoY +108.83%). In the first three quarters of 2025, the operating income was 7.97 billion yuan (YoY +2.2%), and the net profit attributable to the parent was 7 million yuan (YoY -28.79%) [103]. - **Company Highlights**: The cost of caustic soda production is relatively fixed, and it plans to increase the dividend frequency and has coal - mine projects in progress [106]. 3.9 Aorui Convertible Bond - **Company Profile**: 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%), and the net profit attributable to the parent was 355 million yuan (YoY +22.59%). In the first three quarters of 2025, the operating income was 1.237 billion yuan (YoY +13.67%), and the net profit attributable to the parent was 354 million yuan (YoY +24.58%) [119]. - **Company Highlights**: It has an optimized distributor network, expanding preparation products, and high - quality customer resources [120]. 3.10 Yushui Convertible Bond - **Company Profile**: The largest water supply and drainage integrated enterprise in Chongqing, with a stable monopoly position in the local market [133]. - **Financial Performance**: In 2024, its operating income was 6.999 billion yuan (YoY -3.52%), and the net profit attributable to the parent was 785 million yuan (YoY -27.88%). In the first three quarters of 2025, the operating income was 5.568 billion yuan (YoY +7.21%), and the net profit attributable to the parent was 779 million yuan (YoY +7.1%) [133]. - **Company Highlights**: It has a high market share in Chongqing, is expanding externally, and has effective cost - control measures [134].

Core Points - Aorite (605116.SH) announced a share buyback program, having repurchased a total of 2.3502 million shares as of November 30, 2025, which represents 0.58% of the company's total share capital [1] - The highest price paid for the repurchased shares was 22.59 CNY per share, while the lowest price was 18.83 CNY per share [1] - The total amount spent on the share buyback was approximately 48.9994 million CNY, excluding transaction fees [1]