证券代码：688301 证券简称：奕瑞科技 可转债代码：118025 可转债简称：奕瑞转债 奕瑞电子科技集团股份有限公司 向不特定对象发行可转换公司债券 受托管理事务报告 （2024 年度） 债券受托管理人 二〇二五年六月 重要声明 本报告依据《公司债券发行与交易管理办法》（以下简称"《管理办 法》"）、《上海奕瑞光电子科技股份有限公司向不特定对象发行可转换公司 债券之债券受托管理协议》（以下简称"《受托管理协议》"）、《上海奕瑞 光电子科技股份有限公司向不特定对象发行可转换公司债券募集说明书》（以 下简称"《募集说明书》"）、《奕瑞电子科技集团股份有限公司 2024 年年度 报告》等相关公开信息披露文件、第三方中介机构出具的专业意见等，由本期 债券受托管理人中国国际金融股份有限公司（以下简称"中金公司"）编制。 中金公司对本报告中所包含的从上述文件中引述内容和信息未进行独立验证， 也不就该等引述内容和信息的真实性、准确性和完整性做出任何保证或承担任 何责任。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相 关事宜做出独立判断，而不应将本报告中的任何内容据以作为中金公司所作的 承诺或声明。在 ...

中国国际金融股份有限公司 关于奕瑞电子科技集团股份有限公司股东 向特定机构投资者询价转让股份的核查报告 中国国际金融股份有限公司（以下简称"中金公司""组织券商"）受奕瑞电 子科技集团股份有限公司（以下简称"奕瑞科技""上市公司"）股东海南合毅 投资有限公司（以下简称"海南合毅""转让方"）委托，组织实施本次奕瑞科 技首次公开发行股票并在科创板上市前股东向特定机构投资者询价转让（以下简 称"本次询价转让"）。 经核查，中金公司就本次询价转让的转让方、受让方是否符合《上海证券交 易所科创板上市公司自律监管指引第 4 号——询价转让和配售》（以下简称"《询 价转让和配售指引》"）要求，本次询价转让的询价、转让过程与结果是否公平、 公正，是否符合《询价转让和配售指引》的规定作出如下报告说明。 1 （三）转让方式 转让方作为上海证券交易所科创板上市公司奕瑞科技首发前股东，根据《询 价转让和配售指引》有关规定以向特定机构投资者询价转让方式转让股份。 （四）本次询价转让价格下限确定原则 一、本次询价转让概述 （一）本次询价转让转让方 截至 2025 年 6 月 20 日，转让方所持公司股份的数量、比例情况如下： | 序号 ...

Group 1 - The core viewpoint of the news is that Yirui Technology's stock performance and financial metrics indicate a competitive position within the medical device industry, despite a slight decline in stock price and revenue [1] - As of June 26, Yirui Technology's closing price was 88.77 yuan, down 1.31%, with a rolling PE ratio of 37.90 times and a total market capitalization of 17.773 billion yuan [1] - The average PE ratio for the medical device industry is 49.45 times, with a median of 35.92 times, positioning Yirui Technology at the 80th rank within the industry [1][2] Group 2 - As of March 31, 2025, Yirui Technology had 5,745 shareholders, a decrease of 883 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The main business of Yirui Technology includes the research, production, sales, and service of digital X-ray detectors, high-voltage generators, and other core components [1] - In the latest quarterly report for Q1 2025, Yirui Technology reported an operating income of 482 million yuan, a year-on-year decrease of 1.92%, and a net profit of 143 million yuan, a year-on-year increase of 2.74%, with a gross profit margin of 48.92% [1]

Core Viewpoint - The credit rating for Yirui Technology Group Co., Ltd. and its convertible bonds remains stable at "AA" according to the recent tracking report by Dongfang Jincheng International Credit Assessment Co., Ltd. [1][2] Group 1 - The previous credit rating for the company was "AA" with a stable outlook, and this rating has been maintained in the latest assessment [1][2] - The credit rating for the "Yirui Convertible Bonds" is also confirmed at "AA" with a stable outlook [1][2] - The tracking credit rating report was disclosed on the Shanghai Stock Exchange website on the same day it was issued [2]

证券代码：688301 证券简称：奕瑞科技 公告编号：2025-045 转债代码：118025 转债简称：奕瑞转债 奕瑞电子科技集团股份有限公司 股东询价转让定价情况提示性公告 股东海南合毅投资有限公司保证向奕瑞电子科技集团股份有限公司提供的 信息内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确 性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： ? 根据 2025 年 6 月 23 日询价申购情况，初步确定的奕瑞电子科技集团股 份有限公司（以下简称"公司"）股东询价转让（以下简称"本次询价转让"）的 转让价格为 75.86 元/股。 ? 受让方通过询价转让受让的股份，在受让后 6 个月内不得转让。 一、本次询价转让初步定价 （一）经向机构投资者询价，初步确定的转让价格为 75.86 元/股。 （二）参与本次询价转让报价的机构投资者共 29 家，涵盖了基金管理公司、 保险公司、证券公司、期货公司、合格境外投资者、私募基金管理人等专业机构 投资者。参与本次询价转让报价的机构投资者合计有效认购股份数量为 1,164 万 股，对应的有效 ...

Core Viewpoint - The credit rating agency maintains the credit rating of Yirui Technology Group Co., Ltd. at AA with a stable outlook, indicating strong financial health and operational performance in the digital X-ray detector industry [1][8]. Company Overview - Yirui Technology primarily engages in the research, production, and sales of digital X-ray detectors, and is one of the few manufacturers globally capable of mass production of amorphous silicon, IGZO, CMOS, and flexible substrate sensor technologies [9][11]. - As of March 2025, the company's total assets amounted to 91.34 billion yuan, with total liabilities at 35.81 billion yuan and equity at 47.83 billion yuan [12]. Financial Performance - The company reported total revenue of 18.31 billion yuan in 2024, with a profit of 5.07 billion yuan, reflecting a slight decline in revenue compared to the previous year [8][12]. - The gross profit margin remains high, although there was a decrease in revenue from digital X-ray detectors by 12.04% due to increased market competition and economic factors [21]. Market Position and Growth - The global digital X-ray detector market is expected to grow, driven by advancements in technology and increasing demand in the medical sector, with a projected market size of 50.3 billion USD by 2030 [16][19]. - The company has established a strong market presence in the medical and industrial sectors, with significant sales growth in new core components and comprehensive solutions [9][21]. Investment and Projects - The company issued 14.35 billion yuan in convertible bonds to fund projects related to new detector technologies and the establishment of a comprehensive innovation base [13]. - The projects are expected to enhance production capacity significantly, with an anticipated increase of 32,000 units for CMOS detectors and 2,000 units for CT detectors upon completion [13]. Industry Analysis - The digital X-ray detector industry is characterized by high technical barriers and a concentrated market, with major players including both domestic and international firms [20][21]. - The industry is poised for growth as domestic manufacturers improve their R&D capabilities, potentially leading to a shift in global production bases for X-ray core components [21].

| 证券代码：688301 | 证券简称：奕瑞科技 | 公告编号：2025-045 | | --- | --- | --- | | 转债代码：118025 | 转债简称：奕瑞转债 | | 奕瑞电子科技集团股份有限公司 股东询价转让定价情况提示性公告 股东海南合毅投资有限公司保证向奕瑞电子科技集团股份有限公司提供的 信息内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确 性和完整性依法承担法律责任。 重要内容提示： 根据 2025 年 6 月 23 日询价申购情况，初步确定的奕瑞电子科技集团股 份有限公司（以下简称"公司"）股东询价转让（以下简称"本次询价转让"）的 转让价格为 75.86 元/股。 受让方通过询价转让受让的股份，在受让后 6 个月内不得转让。 一、本次询价转让初步定价 （一）经向机构投资者询价，初步确定的转让价格为 75.86 元/股。 （二）参与本次询价转让报价的机构投资者共 29 家，涵盖了基金管理公司、 保险公司、证券公司、期货公司、合格境外投资者、私募基金管理人等专业机构 投资者。参与本次询价转让报价的机构投资者合计有效认购股份数量为 1,164 万 股，对应的有效认购 ...

本次债券评级：公司主体信用等级为"AA"，评级展望为"稳定"，"奕瑞 转债"的信用等级为"AA"。 | 证券代码：688301 | 证券简称：奕瑞科技 | 公告编号：2025-044 | | --- | --- | --- | | 转债代码：118025 | 转债简称：奕瑞转债 | | 奕瑞电子科技集团股份有限公司 关于"奕瑞转债"跟踪信用评级结果的公告 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、准确性和完整性依法承担法律责任。 重要内容提示 前次债券评级：公司主体信用等级为"AA"，评级展望为"稳定"，"奕瑞 转债"的信用等级为"AA"。 1 特此公告。 根据《上市公司证券发行注册管理办法》《上海证券交易所科创板股票上市 规则》等有关规定，奕瑞电子科技集团股份有限公司（以下简称"公司"）委托 信用评级机构东方金诚国际信用评估有限公司（以下简称"东方金诚"）对公司 向不特定对象发行的可转换公司债券（以下简称"奕瑞转债"）进行了跟踪信用 评级。 公司前次主体信用等级为"AA"，评级展望为"稳定"，"奕瑞转债"的信用 等级为"AA"，评级机构为东方金诚， ...

奕瑞科技公告，根据2025年6月23日询价申购情况，初步确定的股东询价转让转让价格为75.86元/股。 受让方通过询价转让受让的股份，在受让后6个月内不得转让。参与本次询价转让报价的机构投资者共 29家，合计有效认购股份数量为1164万股，对应的有效认购倍数约为1.9倍。本次询价转让拟转让股份 已获全额认购，初步确定受让方为22家机构投资者，拟受让股份总数为612.24万股。 ...

Core Viewpoint - The Shanghai Stock Exchange Sci-Tech Innovation Board Medical Index has shown a decline in performance over various time frames, indicating potential challenges in the medical sector within the Sci-Tech Innovation Board [1][2]. Group 1: Index Performance - The Shanghai Sci-Tech Innovation Board Medical Index reported a value of 697.06 points, with a decline of 4.19% over the past month, 7.99% over the past three months, and 3.88% year-to-date [1]. - The index is composed of no more than 30 listed companies in the medical field, reflecting the overall performance of medical stocks on the Sci-Tech Innovation Board, with a base date of December 30, 2022, set at 1000.0 points [1]. Group 2: Index Holdings - The top ten weighted companies in the index include: Huatai Medical (10.77%), United Imaging (10.14%), Yirui Technology (7.2%), Aibo Medical (6.29%), Rejing Biology (5.94%), Nanwei Medical (4.99%), Shengxiang Biology (4.84%), Xinmai Medical (4.35%), Haier Biology (3.92%), and Yahui Long (3.41%) [1]. - The index is exclusively composed of companies listed on the Shanghai Stock Exchange, with the industry breakdown showing that medical consumables account for 42.66%, medical devices for 30.80%, and in vitro diagnostics for 26.54% [2]. Group 3: Index Adjustment Mechanism - The index samples are adjusted quarterly, with implementation occurring on the next trading day following the second Friday of March, June, September, and December [2]. - Weight factors are adjusted in accordance with the sample changes, and in special circumstances, the index may undergo temporary adjustments [2].