| 证券代码：688362 | 证券简称：甬矽电子 | 公告编号：2025-093 | | --- | --- | --- | | 债券代码：118057 | 债券简称：甬矽转债 | | （三）可转债转股期限 本次发行的可转换公司债券转股期自可转换公司债券发行结束之日（2025 年7月2日）起满六个月后的第一个交易日（2026年1月2日，非交易日顺延）起 至可转换公司债券到期日（2031年6月25日）止（如遇法定节假日或休息日延至 其后的第1个交易日；顺延期间付息款项不另计息）。 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： 根据相关法律法规规定及《甬矽电子（宁波）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》"）的约 定，甬矽电子（宁波）股份有限公司（以下简称"公司"）本次发行的"甬矽 转债"自2026年1月2日起可转换为公司股份。 公司现就本次向不特定对象发行可转换公司债券，对不符合上海证券 交易所科创板股票投资者适当性要求的投资者所持"甬矽转债"不能转股的风 险， ...

Core Viewpoint - The company, Yongxi Electronics, primarily serves SoC customers and has not yet ventured into the storage chip market, despite inquiries about its packaging and testing services for various storage chip products [1] Group 1 - The company received inquiries regarding its packaging and testing services for DRAM and Flash storage chips [1] - The company's current focus is on SoC customers, indicating a strategic direction in its service offerings [1] - There is no current involvement in the storage chip packaging and testing business, highlighting a potential area for future expansion [1]

Core Viewpoint - On November 17, a total of 17 listed companies will have their restricted shares unlocked, with a total market value of approximately 22.745 billion yuan [1] Summary by Category Restricted Shares Unlocking - The total number of restricted shares unlocking on this date is significant, with a total market value of about 22.745 billion yuan [1] - Specific companies and their respective unlocking details include: - Yingte Group (000411): 273,600 shares from equity incentive [1] - East China Pharmaceutical (000963): 1,630,300 shares from equity incentive [1] - Innovation New Materials (600361): 2.867 billion shares from other types [1] - Fida Environmental Protection (600526): 152 million shares with extended lock-up period [1] - New Mileage (002219): 8.7 million shares from equity incentive [1] - Anke Bio (300009): 12.3941 million shares from equity incentive [1] - Songcheng Performance (300144): 2.16 million shares from equity incentive [1] - Keheng Co., Ltd. (300340): 511,400 shares from equity incentive [1] - Haoxiangni (002582): 1 million shares from equity incentive [1] - Zhongzhi Technology (301361): 2.252 million shares from pre-issue [1] - Jack Co., Ltd. (603337): 2.4576 million shares from equity incentive [1] - Tian'ao Electronics (002935): 105,400 shares from equity incentive [1] - Huatuo Cable (605196): 556,000 shares from equity incentive [1] - Yongshuntai (001338): 266 million shares from pre-issue [1] - New World (301277): 149 million shares from pre-issue [1] - Yongxi Electronics (688362): 130 million shares [1] - Kangxi Communication (688653): 3.184 million shares [1]

Core Viewpoint - A total of 32.91 billion shares with a market value of 28.164 billion yuan are set to be unlocked on November 17, involving 13 companies [1] Group 1: Unlocking Details - The companies with the highest unlocking volumes are Innovation New Materials, New World, and Yongshuntai, with unlocking shares of 2.287 billion, 291 million, and 266 million respectively [1] - In terms of market value, Innovation New Materials, New Nuo Wei, and Yongxi Electronics lead with unlocking values of 10.542 billion yuan, 5.34 billion yuan, and 3.97 billion yuan respectively [1] - The companies with the highest unlocking ratios relative to total share capital are New World, Innovation New Materials, and Yongshuntai, with ratios of 74.24%, 60.88%, and 52.97% respectively [1]

（文章来源：证券日报） 证券日报网讯甬矽电子11月14日在互动平台回答投资者提问时表示，公司本次通过公开竞拍的方式获取 宁波宇昌的100%股权，全程公开透明，资金来源为公司自有及自筹资金，不涉及可转债募集资金，价 格基于第三方评估机构出具的评估结果确定，具体情况详见公司《关于控股子公司参与竞拍宁波宇昌建 设发展有限公司股权的公告》。本次收购的标的公司核心资产为公司正在使用的二期厂房，也是公司总 规划投资111亿元二期项目所在地。公司二期厂房采用"EPC+F"代建模式，前期由公司租赁使用，根据 企业会计准则的相关要求，公司已将与二期厂房相关的租赁及潜在的回购义务确认为使用权资产与租赁 负债。因此本次收购不会使得公司负债总额和财务费用产生重大变化，不会对生产经营产生重大不利影 响；同时，本次收购完成后，可以实现对主要资产的自主控制，有利于稳定经营环境、降低未来不确定 性，符合公司战略。本次收购不会导致公司主营业务发生重大变化，公司亦不会开展房地产、工程建设 等业务。 ...

Core Viewpoint - The company emphasizes that its stock price is influenced by various factors including fundamentals, market sentiment, and investor expectations, while focusing on its core business to enhance competitiveness and profitability [1] Group 1 - The company aims to enrich its packaging product types while ensuring the quality of packaging and testing services [1] - The company is committed to improving its ability to serve customers, which is expected to drive steady revenue growth [1] - The company seeks to enhance its competitive advantages and sustainable profitability to protect the interests of its investors [1]

格隆汇11月14日丨甬矽电子(688362.SH)在投资者互动平台表示,甬矽半导体（海南）有限公司为公司全 资子公司，目前尚未开展业务。 ...

Group 1 - The company, Yongxi Electronics (688362.SH), primarily serves SoC (System on Chip) customers and has not yet ventured into the storage chip market [1]

Core Viewpoint - The announcement details the upcoming listing and circulation of 129,835,000 restricted shares of Yongxi Electronics (Ningbo) Co., Ltd., which will be available for trading starting November 17, 2025, following the expiration of the lock-up period [2][3][19]. Summary by Sections Listing Details - The total number of shares to be listed is 129,835,000, which represents 31.63% of the company's total share capital as of the announcement date [5][19]. - The shares are part of the initial public offering (IPO) and will be available for trading after a 36-month lock-up period [5][19]. Share Capital Changes - After the IPO, the total share capital of the company was 407,660,000 shares, consisting of 362,074,866 restricted shares and 45,585,134 unrestricted shares [4][6]. - The company has undergone several changes in share capital due to stock incentive plans, with the total share capital increasing to 41,048,303 shares as of September 2025 [8][9]. Commitments from Shareholders - The controlling shareholder, Yongshunxin, and other significant shareholders have committed to not transferring or managing their shares for 36 months post-IPO, with automatic extensions if certain price conditions are met [10][12][16]. - These commitments are in line with regulatory requirements and are aimed at ensuring market stability [10][12][16]. Compliance and Verification - The underwriter, Ping An Securities Co., Ltd., has verified that the shareholders have adhered to their commitments regarding the lock-up period and share circulation [19]. - The announcement confirms that there are no fund occupation issues by the controlling shareholder or related parties [18].

Group 1 - The core viewpoint of the article is that Yongxi Electronics emphasizes the importance of market value management and actively engages with investors to communicate the company's value and positive changes [1] Group 2 - The company's stock price is influenced by various factors including fundamentals, market sentiment, and investor expectations [1] - Since 2024, the company has implemented two share buybacks as part of its market value management strategy [1] - The company maintains active communication with investors through various channels such as performance briefings, public emails, investor hotlines, on-site research, and strategy meetings [1]