| 证券代码：605166 | 证券简称：聚合顺 | 公告编号：2025-083 | | --- | --- | --- | | 转债代码：111003 | 转债简称：聚合转债 | | | 转债代码：111020 | 转债简称：合顺转债 | | 聚合顺新材料股份有限公司 2025年第二季度主要经营数据公告 二、报告期公司主要产品和原材料的价格变动情况： （一）主要产品价格波动情况 | 主要产品 | 2024年4-6月 | 2025年4-6月 | 2025年4-6月 同比变动幅度 | 2025年4-6月 环比变动幅度 | | --- | --- | --- | --- | --- | | | 均价（元/吨） | 均价（元/吨） | | | | | | | （%） | （%） | | 尼龙切片 | 13,225.75 | 9,747.83 | -26.30 | -10.92 | （二）主要原料价格波动情况 | 原材料 | 2024年4-6月 | 2025年4-6月 | 2025年4-6月 | 2025年4-6月 | | --- | --- | --- | --- | --- | | | 均价（元/吨） | 均价（ ...

(一) 实际募集资金金额和资金到账时间 1. 首次公开发行股票实际募集资金金额和资金到账时间 根据中国证券监督管理委员会《关于核准杭州聚合顺新材料股份有限公司首次公开发行 股票的批复》（证监许可〔2020〕779 号），本公司由主承销商广发证券股份有限公司采用 网下向符合条件的投资者询价配售和网上向持有上海市场非限售 A 股股份市值的社会公众 投资者定价发行相结合的方式，向社会公众公开发行人民币普通股股票 7,888.70 万股，发 行价为每股人民币 7.05 元，共计募集资金 55,615.34 万元，坐扣承销和保荐费用 3,046.36 万元和税款人民币 182.78 万元（税款由本公司以自有资金承担）后的募集资金为 52,386.20 万元，已由主承销商广发证券股份有限公司于 2020 年 6 月 12 日汇入本公司募集资金监管账 户。另减除上网发行费、招股说明书印刷费、申报会计师费、律师费、评估费等与发行权益 性证券直接相关的新增外部费用 1,930.50 万元后，公司本次募集资金净额为 50,638.48 万 元。上述募集资金到位情况业经天健会计师事务所(特殊普通合伙)审验，并由其出具《验资 报告》 ...

国泰海通证券股份有限公司 关于聚合顺新材料股份有限公司 部分募投项目实施主体股权变更并使用部分募集资金向实 施主体提供借款以实施募投项目的核查意见 国泰海通证券股份有限公司（以下简称"保荐机构"）作为聚合顺新材料股 份有限公司（以下简称"聚合顺""上市公司"或"公司"）2024 年向不特定对 象发行可转换公司债券的保荐机构，根据《证券发行上市保荐业务管理办法》《上 市公司募集资金监管规则》《上海证券交易所股票上市规则》以及《上海证券交 易所上市公司自律监管指引第 1 号——规范运作》等有关规定，对公司"合顺转 债"的部分募投项目实施主体股权变更并使用部分募集资金向实施主体提供借款 以实施募投项目事项进行了核查，具体情况如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意杭州聚合顺新材料股份有限公司向不 特定对象发行可转换公司债券注册的批复》（证监许可〔2024〕861 号）同意注 册，聚合顺于 2024 年 7 月 22 日向不特定对象发行了 338 万张可转换公司债券， 每张面值 100 元，发行总额 33,800.00 万元，扣除各项发行费用后的募集资金净 额为人民币 33,166.52 万元 ...

Group 1 - The core issue is that 聚合顺新材料股份有限公司 was fined 5,000 RMB for failing to maintain fire safety equipment and signage, which was identified during an inspection on June 6, 2025 [1][2] - The company was found to have committed a minor violation under the Fire Protection Law of the People's Republic of China, specifically Article 60, Paragraph 1, Item 1 [1][2] - The company was established on November 1, 2013, in Hangzhou, Zhejiang Province, with a registered capital of 315.547 million RMB, and specializes in the research, production, and sales of nylon 6 chips [2] Group 2 - On September 20 and September 26, 2024, the company used 90 million RMB of idle raised funds for cash management without timely disclosure, violating regulatory requirements [4] - The company’s chairman, general manager, and former secretary failed to ensure compliance with fundraising and disclosure obligations, leading to a warning letter issued by the regulatory authority [4]

Market Overview - On August 20, the chemical fiber sector rose by 2.77% compared to the previous trading day, with Jilin Carbon Valley leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Stock Performance - Jilin Carbon Valley (836077) closed at 16.23, up 11.16% with a trading volume of 281,100 shares and a transaction value of 444 million yuan [1] - Suzhou Longjie (603332) closed at 15.83, up 10.01% with a trading volume of 337,700 shares and a transaction value of 515 million yuan [1] - Jilin Chemical Fiber (000420) closed at 4.64, up 9.95% with a trading volume of 1,309,800 shares and a transaction value of 602 million yuan [1] - Other notable stocks include 聚合顺 (605166) at 13.00, up 7.17%, and 南京化纤 (600889) at 16.77, up 6.68% [1] Capital Flow - The chemical fiber sector saw a net inflow of 453 million yuan from main funds, while retail funds experienced a net outflow of 316 million yuan [2] - The main funds' net inflow for Jilin Chemical Fiber (000420) was 200 million yuan, accounting for 33.27% of its total [3] - Suzhou Longjie (603332) had a main fund net inflow of 119 million yuan, representing 23.14% of its total [3]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The chlor-alkali industry is experiencing a recovery in profitability, driven by a tightening supply of glyphosate and glufosinate, leading to price increases [4][20] - The "anti-involution" policy is expected to be a key focus in 2025 and beyond, aiming to optimize the competitive landscape in the chemical industry [26] Summary by Sections Industry Trends - The chemical industry index outperformed the CSI 300 index by 1.1% this week, with 76.7% of the 545 tracked stocks showing weekly gains [17] - The average price of glyphosate increased to 26,399 CNY/ton, a rise of 0.37% from the previous week, while glufosinate also saw a price increase [21][22] Key Products Tracking - Urea and potassium chloride prices have risen, while phosphorite and phosphates remain stable [52] - The average price of urea reached 1,780 CNY/ton, up 0.62% from the previous week, driven by improved market sentiment [52][54] Recommended and Beneficiary Stocks - Recommended stocks include leading chemical companies such as Wanhua Chemical, Hualu Hengsheng, and Hengli Petrochemical [6][26] - Beneficiary stocks include companies like Jiangshan Co., Ltd. and Hebei New Chemical Materials [24][27]

Core Insights - The total salary of CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - The chemical fiber industry saw a total CFO salary of 12.80 million yuan, with an average salary of 640,000 yuan, reflecting a year-on-year increase of 4.38% [2] Salary Analysis - The highest-paid CFO in the chemical fiber industry is Sun Jie from Huafeng Chemical, earning 1.75 million yuan, which is 2.7 times the industry average [3] - The lowest-paid CFO is Qu Dajun from Jilin Chemical Fiber, with an annual salary of 160,000 yuan, only a quarter of the industry average [3] - Xu Ping from Youcai Resources experienced the highest salary increase, with a 93% rise to 572,600 yuan, despite the company's revenue declining by 3.7% [4] Educational and Age Demographics - In the chemical fiber industry, 70% of CFOs hold a bachelor's degree, while 15% have an associate degree and 15% have a master's degree [3] - Most CFOs are over 40 years old, with the youngest being 35 years old [3] Performance Metrics - Huafeng Chemical reported a revenue of 26.93 billion yuan in 2024, a 2.4% increase, but its net profit decreased by 10.4% to 2.22 billion yuan [3] - Jiejian Equipment achieved a revenue of 3.883 billion yuan, a 3.9% increase, but its net profit fell by 13.9% [3] Regulatory Actions - Two CFOs in the chemical fiber industry faced administrative penalties in 2024, with one receiving a warning from the Henan Securities Regulatory Bureau [5][6]

Core Viewpoint - The announcement details the results of the "He Shun Convertible Bond" repurchase, including the repurchase period, effective declaration quantity, and the impact on the company's financials [1][2]. Group 1: Repurchase Details - The repurchase period for the "He Shun Convertible Bond" is from July 22, 2025, to July 28, 2025 [1]. - The effective declaration quantity for the repurchase is 10 bonds [1]. - The total repurchase amount is 1,000.00 yuan, which includes interest [1]. - The funds for the repurchase will be disbursed on July 31, 2025 [1]. Group 2: Company Meetings and Approvals - The company held its third temporary shareholders' meeting and the first bondholders' meeting on July 14, 2025, where it approved adjustments to certain fundraising project contents and construction progress [1]. - The repurchase clause for the convertible bonds became effective as per the company's previously disclosed fundraising prospectus [1][2]. Group 3: Repurchase Results and Impact - The repurchase price for the "He Shun Convertible Bond" is set at 100.00 yuan per bond, including the current interest [2]. - The repurchase will not affect the company's cash flow, asset status, or share capital situation [2]. - Unrepurchased "He Shun Convertible Bonds" will continue to be traded on the Shanghai Stock Exchange [2].

一、本次可转债回售的公告情况 2025 年 7 月 15 日，公司于上海证券交易所网站（www.sse.com.cn）披露了 《聚合顺新材料股份有限公司关于"合顺转债"可选择回售的公告》（公告编号： 2025-069），并分别于 2025 年 7 月 18 日、2025 年 7 月 22 日、2025 年 7 月 28 日披露了《聚合顺新材料股份有限公司关于"合顺转债"可选择回售的第一次提 示性公告》（公告编号：2025-073）、《聚合顺新材料股份有限公司关于"合顺 关于"合顺转债"回售结果的公告 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： 聚合顺新材料股份有限公司（以下简称"公司"）于 2025 年 7 月 14 日召开 公司 2025 年第三次临时股东大会及"合顺转债"2025 年第一次债券持有人会议， 均审议通过《关于调整及优化部分募投项目内容及建设进度的议案》，同意调整 变更"合顺转债"部分募投项目。根据公司 2024 年 7 月 18 日披露于上海证券交 易所网站（www.sse.com.cn） ...

Core Points - The company announced the third reminder for the optional redemption of the "He Shun Convertible Bonds" [1] - The redemption price is set at 100.00 RMB per bond, including accrued interest [1][3] - The redemption period is from July 22, 2025, to July 28, 2025, with funds to be disbursed on July 31, 2025 [1][4] - During the redemption period, the "He Shun Convertible Bonds" will stop converting into shares [1][4] - Bondholders have the right to choose whether to redeem part or all of their unconverted bonds, and the redemption is not mandatory [1][2] Redemption Terms - The additional redemption clause is activated if there are significant changes in the use of funds compared to the commitments in the prospectus [2] - The calculation for accrued interest is based on the formula: IA = B × i × t / 365, where B is the total face value of the bonds held, i is the annual coupon rate, and t is the number of days [3] - For the second year of the "He Shun Convertible Bonds," the coupon rate is 0.40%, resulting in no accrued interest for the redemption price [3] Redemption Process - Bondholders must submit their redemption requests through the Shanghai Stock Exchange trading system during the specified period [4] - The redemption period is from July 22, 2025, to July 28, 2025, with the price set at 100.00 RMB per bond [4] - The bonds will continue to trade during the redemption period but will not be convertible into shares [4]