| 证券代码：605167 | 证券简称：利柏特 | 公告编号：2025-031 | | --- | --- | --- | | 债券代码：111023 | 债券简称：利柏转债 | | 江苏利柏特股份有限公司 关于使用募集资金置换预先投入募投项目及 已支付发行费用的自筹资金公告 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： 江苏利柏特股份有限公司（以下简称"公司"）拟使用募集资金置换预先 投入募集资金投资项目的自筹资金为人民币 49,608.35 万元，使用募集资金置换 已支付发行费用的自筹资金为人民币 118.84 万元，合计人民币 49,727.19 万元， 符合募集资金到账后 6 个月内进行置换的规定。 一、募集资金基本情况 根据中国证券监督管理委员会出具的《关于同意江苏利柏特股份有限公司向 不特定对象发行可转换公司债券注册的批复》（证监许可〔2025〕1173 号），公 司本次向不特定对象发行了 7,500,000 张可转换公司债券，每张面值为人民币 100 元，募集资金总额为人民币 75,000.0 ...

| 证券代码：605167 | 证券简称：利柏特 | 公告编号：2025-030 | | --- | --- | --- | | 债券代码：111023 | 债券简称：利柏转债 | | 江苏利柏特股份有限公司 第五届监事会第十六次会议决议公告 本公司监事会及全体监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、监事会会议召开情况 江苏利柏特股份有限公司（以下简称"公司"）第五届监事会第十六次会议 于 2025 年 7 月 31 日（星期四）在公司会议室以现场结合通讯的方式召开。会议 通知已于 2025 年 7 月 25 日以书面及邮件等方式送达全体监事。 本次会议应出席监事 3 人，实际出席监事 3 人。会议由监事会主席张英洁女 士主持，董事、高管列席。本次会议召开符合有关法律、行政法规、部门规章、 规范性文件和《公司章程》的规定。 二、监事会会议审议情况 （一）审议通过《关于使用募集资金置换预先投入的自筹资金的议案》 具体内容详见披露于上海证券交易所网站（www.sse.com.cn）的《江苏利柏 特股份有限公司关于使用募集资金置换预先投入 ...

| 证券代码：605167 | 证券简称：利柏特 | 公告编号：2025-029 | | --- | --- | --- | | 债券代码：111023 | 债券简称：利柏转债 | | 江苏利柏特股份有限公司 第五届董事会第十六次会议决议公告 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、董事会会议召开情况 江苏利柏特股份有限公司（以下简称"公司"）第五届董事会第十六次会议 于 2025 年 7 月 31 日（星期四）在公司会议室以现场结合通讯的方式召开。会议 通知已于 2025 年 7 月 25 日以书面及邮件等方式送达全体董事。 本次会议应出席董事 9 人，实际出席董事 9 人。会议由董事长沈斌强先生主 持，监事、高管列席。本次会议召开符合有关法律、行政法规、部门规章、规范 性文件和《公司章程》的规定。 二、董事会会议审议情况 （一）审议通过《关于使用募集资金置换预先投入的自筹资金的议案》 具体内容详见披露于上海证券交易所网站（www.sse.com.cn）的《江苏利柏 特股份有限公司关于使用募集资金置换预先投入募投 ...

Group 1 - The core viewpoint of the article highlights the recent performance and financial metrics of Libat (605167), indicating a slight decline in stock price and a mixed financial performance in the latest quarterly report [1][3] - As of July 31, 2025, Libat's stock closed at 10.74 yuan, down 1.29%, with a turnover rate of 1.23% and a trading volume of 55,100 lots, amounting to 59.66 million yuan [1] - The company experienced a net outflow of main funds amounting to 10.02 million yuan, representing 16.8% of the total transaction amount, with significant outflows from large orders [1] Group 2 - For the first quarter of 2025, Libat reported total operating revenue of 668 million yuan, a year-on-year increase of 1.45%, while net profit attributable to shareholders decreased by 8.07% to 35.87 million yuan [1] - The company's non-recurring net profit was 33.23 million yuan, reflecting a year-on-year growth of 5.71% [1] - Financial ratios indicate a current ratio of 1.519, a quick ratio of 1.400, and a debt-to-asset ratio of 45.45% [1] Group 3 - Libat has made investments in 8 external companies and participated in 13 bidding projects, showcasing its active engagement in business development [2] - The company holds 8 trademark registrations and 142 patents, indicating a strong focus on intellectual property [2] - Additionally, Libat possesses 46 administrative licenses, further demonstrating its operational capabilities [2]

Core Viewpoint - The recent public fund reports reveal that high-performing funds have achieved impressive returns by focusing on sectors like innovative pharmaceuticals and new consumption, while also highlighting a trend towards thematic funds targeting niche markets [1][2][5]. Fund Performance and Holdings - High-performing funds have seen significant returns, with the Changcheng Pharmaceutical Industry Fund achieving a return rate of 102.52% this year, driven primarily by its focus on innovative pharmaceuticals [2]. - Many top-performing funds in the first half of the year are pharmaceutical-themed, including Zhongyin Hong Kong Stock Connect Pharmaceutical and Huashan Pharmaceutical Biotechnology [2][3]. - The top holdings of several funds have shifted towards technology and pharmaceuticals, with notable new additions like Zhongji Xuchuang and Xin Yisheng in the top ten holdings of the China Europe Digital Economy Mixed Fund [3]. Thematic Funds and Sector Focus - Some actively managed funds have undergone significant portfolio changes, with a complete overhaul of their top holdings to focus on emerging sectors like robotics and short dramas [4]. - The Tongtai Industry Upgrade Mixed Fund increased its stock position from 30% to 90% and shifted its focus to robotics, while the Tongtai Huile Mixed Fund transitioned to short drama and gaming stocks [4]. - Fund companies are launching numerous thematic products targeting specific high-growth sectors, such as controllable nuclear fusion and deep-sea technology, indicating a trend towards specialized investment strategies [5]. Market Outlook - Fund managers maintain a positive outlook for the equity market in the third quarter, with confidence in the performance of related sectors [6]. - The Changcheng Pharmaceutical Industry Fund manager anticipates growth in innovative pharmaceuticals driven by overseas licensing and domestic sales, while the Tongtai Industry Upgrade Fund manager expects significant opportunities in the robotics sector due to increased production and technological advancements [6].

Core Viewpoint - Jiangsu Libert INC. is issuing convertible bonds to raise funds, with a total issuance amount of 750 million yuan, aimed at enhancing its operational capabilities and expanding its market presence [2][4]. Overview of Convertible Bonds - The convertible bonds are named "Libert Convertible Bonds" with the code 111023 [2]. - The total issuance volume is 750 million yuan, equivalent to 7.5 million bonds [2]. - The bonds will be listed on the Shanghai Stock Exchange on July 22, 2025 [2]. - The duration of the bonds is from July 3, 2025, to July 2, 2031 [2]. - The conversion period for the bonds is from January 9, 2026, to July 2, 2031 [2]. Company Profile - Jiangsu Libert INC. was established on October 20, 2006, and transformed into a joint-stock company on January 31, 2011 [5][6]. - The company is headquartered in Jiangsu Province, with a total share capital of 449,070,000 yuan [5]. - The company specializes in the design and manufacturing of industrial modules, with a focus on engineering services across various disciplines [12][19]. Business Operations - The company operates in the industrial module design and manufacturing sector, providing a full range of services including engineering design, procurement, construction, and maintenance [19][26]. - The company has established a strong market presence, serving well-known multinational clients such as BASF, Honeywell, and Dow Chemical [12][26]. - The company holds various international certifications, including ASME and EN certifications, enabling it to meet global market requirements [13][26]. Competitive Landscape - The company is recognized as a national high-tech enterprise and has a significant market share in the industrial module sector [26]. - The industry is experiencing a shift towards modular construction, driven by the increasing demand for efficiency and cost-effectiveness in project execution [22]. - The company faces competition from both domestic and international firms, but its extensive experience and technical capabilities provide a competitive edge [25][26].

股票简称：利柏特 股票代码：605167 江苏利柏特股份有限公司 Jiangsu Libert INC. （江苏省张家港江苏扬子江重型装备产业园沿江公路 2667 号） （中国（上海）自由贸易试验区商城路 618 号） 二〇二五年七月 江苏利柏特股份有限公司 上市公告书 第一节 重要声明与提示 江苏利柏特股份有限公司（以下简称"利柏特""发行人""公司"或"本 公司"）全体董事、监事和高级管理人员保证上市公告书的真实性、准确性、完 整性，承诺上市公告书不存在虚假记载、误导性陈述或重大遗漏，并对其内容的 真实性、准确性和完整性承担个别和连带的法律责任。 向不特定对象发行可转换公司债券 上市公告书 保荐人（主承销商） 根据《中华人民共和国公司法》（以下简称"《公司法》"）《中华人民共 和国证券法》（以下简称"《证券法》"）等有关法律、法规的规定，本公司董 事、高级管理人员已依法履行诚信和勤勉尽责的义务和责任。 二、可转换公司债券代码：111023 三、可转换公司债券发行量：75,000.00 万元（7,500,000 张，750,000 手） 中国证券监督管理委员会（以下简称"中国证监会"）、上海证券交易所（以 ...

Fundraising Overview - Jiangsu Libat Co., Ltd. issued 7,500,000 convertible bonds with a face value of RMB 100 each, raising a total of RMB 75,000 million, with a net amount of RMB 74,434.37 million after deducting issuance costs of RMB 565.63 million [1][2] - The funds were fully received on July 9, 2025, and verified by Zhonghui Accounting Firm [1] Fund Management and Regulatory Agreements - The company established a special account for the raised funds and signed a tripartite regulatory agreement with its wholly-owned subsidiary Nantong Libat Heavy Industry Co., Ltd., the sponsor Guotai Junan Securities Co., Ltd., and the bank holding the funds [2][3] - The special account is designated solely for the "Nantong Libat Heavy Industry Co., Ltd. Large Industrial Module Manufacturing Project" and cannot be used for other purposes [3][4] Responsibilities and Oversight - The sponsor is responsible for supervising the use of the raised funds and must conduct at least one on-site investigation every six months [4][5] - The bank must provide monthly account statements to the company and the sponsor, ensuring transparency in fund management [5][6] - If the company withdraws more than RMB 50 million or 20% of the net raised funds within 12 months, it must notify the sponsor and provide a spending list [5][6]

证券代码：605167 证券简称：利柏特 公告编号：2025-028 江苏利柏特股份有限公司 关于签订募集资金专户存储监管协议的公告 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出具的《关于同意江苏利柏特股份有限公司向 不特定对象发行可转换公司债券注册的批复》（证监许可〔2025〕1173 号），江 苏利柏特股份有限公司（以下简称"公司"或"利柏特股份"）本次向不特定对 象发行了 7,500,000 张可转换公司债券，每张面值为人民币 100 元，募集资金总 额为人民币 75,000.00 万元。扣除各项发行费用（不含税）人民币 565.63 万元， 实际募集资金净额为人民币 74,434.37 万元。上述募集资金已于 2025 年 7 月 9 日全部到账，中汇会计师事务所（特殊普通合伙）于 2025 年 7 月 9 日对本次募 集资金到账情况进行了审验，并出具了中汇会验［2025］10005 号《验证报告》。 二、募集资金专户存储监管协议的签订情况和募集资金专户的开立情况 ...

Investment Rating - The industry rating is maintained as "Outperform the Market" [5] Core Insights - The construction sector has seen a significant increase in attention towards urban renewal, with undervalued large-cap stocks showing signs of stabilization. The sector's performance is driven by improved demand-side policy expectations and a shift away from excessive competition, benefiting both large and small-cap stocks. The report suggests focusing on high-growth segments such as urban renewal, coal chemical, nuclear power, and steel structures, while also considering the beta opportunities in large-cap stocks [1][13][14]. Summary by Sections Urban Renewal - Urban renewal is accelerating, with policies from the central government outlining goals and support measures. The focus includes the renovation of old residential areas, establishing safety management systems for buildings, and creating resilient and smart cities. The report identifies four key categories for investment: design and testing, construction and decoration, urban infrastructure renovation, and resilient/smart city initiatives, highlighting specific companies in each category [2][15][17]. Market Performance - The construction index rose by 2.77% in the week of July 7-11, outperforming the Shanghai and Shenzhen 300 index by 1.76 percentage points. Notable performers included Guosheng Technology (+42.98%), New City (+34.73%), and Beautiful Ecology (+34.46%) [4][21][26]. Investment Recommendations - The report emphasizes the cyclical opportunities arising from improved physical work volume in infrastructure. It suggests focusing on high-demand areas such as water conservancy, railways, and aviation, particularly in regions like Sichuan, Zhejiang, Anhui, and Jiangsu. Recommended companies include Sichuan Road and Bridge, Zhejiang Communications, and major state-owned enterprises like China Communications Construction and China Railway Construction [27][28]. Emerging Business Directions - The report highlights the growing demand for computing power driven by AI applications, recommending companies like Hainan Huatie for their transition into computing power leasing. It also notes the potential in cleanroom sectors due to the ongoing domestic replacement in the semiconductor industry, suggesting companies like Baicheng and Shenghui Integration [29][30]. Major Projects and Themes - The report identifies significant investment opportunities in major hydropower projects, deep-sea economy, and low-altitude economy, recommending companies involved in these sectors, such as China Power Construction and China Energy Engineering [32][30].