Core Viewpoint - Haiyou New Materials (688680.SH) is currently experiencing a decline in stock price, closing at 47.64 yuan with a drop of 2.50%, indicating a state of underperformance since its IPO [1] Group 1: IPO and Fundraising - Haiyou New Materials was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 22, 2021, with an issuance of 21.01 million shares at a price of 69.94 yuan per share [1] - The total amount raised from the IPO was 1.469 billion yuan, with a net amount of 1.347 billion yuan after deducting issuance costs [1] - The final net fundraising amount exceeded the original plan by 747 million yuan, with the company initially aiming to raise 600 million yuan for various projects [1] Group 2: Convertible Bonds - In 2022, the company was approved to issue 6.94 million convertible bonds at a face value of 100 yuan each, raising a total of 694 million yuan [2] - After deducting related costs of 2.6028 million yuan, the actual net amount raised was 691.3972 million yuan, which has been fully received [2] - The total fundraising from the IPO and the convertible bond issuance combined amounts to 2.163 billion yuan [3]

证券代码:688680 证券简称:海优新材 公告编号：2025-057 转债代码:118008 转债简称:海优转债 上海海优威新材料股份有限公司 关于"海优转债"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、准确性和完整性依法承担法律责任。 重要内容提示： 一、本次可转债回售的公告情况 2025 年 8 月 5 日，公司在上海证券交易所网站披露了《上海海优威新材料股 份有限公司关于"海优转债"可选择回售的公告》（公告编号：2025-053），并分 别于 2025 年 8 月 6 日、2025 年 8 月 13 日、2025 年 8 月 15 日披露了《上海海优 威新材料股份有限公司关于"海优转债"可选择回售的第一次提示性公告》（公告 编号：2025-054）、《上海海优威新材料股份有限公司关于"海优转债"可选择回 售的第二次提示性公告》（公告编号：2025-055）、《上海海优威新材料股份有限公 司关于"海优转债"可选择回售的第三次提示性公告》（公告编号：2025-056）。 "海优转债"的转债代码为"118008"，转债回售价格为 10 ...

金融界消息 截至2025年8月14日收盘，海优新材（688680）报收于45.94元，下跌4.59%，换手率 4.16%，成交量3.50万手，成交金额1.63亿元。 来源：金融界 资金流向方面，今日主力资金净流出1941.92万元，占比成交额11.92%。其中，超大单净流出2051.48万 元、占成交额12.59%，大单净流入109.56万元、占成交额0.67%，中单净流出流入1034.52万元、占成交 额6.35%，小单净流入907.40万元、占成交额5.57%。 天眼查商业履历信息显示，上海海优威新材料股份有限公司，成立于2005年，位于上海市，是一家以从 事专业技术服务业为主的企业。企业注册资本8402.0325万人民币，实缴资本8402.0211万人民币。公司 法定代表人为李民。 通过天眼查大数据分析，上海海优威新材料股份有限公司共对外投资了17家企业，参与招投标项目2 次，知识产权方面有商标信息93条，专利信息305条，此外企业还拥有行政许可5个。 海优新材最新一期业绩显示，截至2025一季报，公司营业总收入3.16亿元、同比减少64.02%，归属净利 润5743.82万元，同比减少204.86%， ...

| 证券代码:688680 | 证券简称:海优新材 | 公告编号：2025-056 | | --- | --- | --- | | 转债代码:118008 | 转债简称:海优转债 | | 上海海优威新材料股份有限公司 关于"海优转债"可选择回售的第三次提示性公告 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： 风险提示：可转债持有人选择回售等同于以 100.22 元/张（含当期利息） 卖出持有的"海优转债"。截至目前，"海优转债"的收盘价格高于本次回售价格， 可转债持有人选择回售可能会带来损失，敬请可转债持有人注意风险。 上海海优威新材料股份有限公司（以下简称"公司"）于 2022 年 6 月 23 日向 不特定对象发行了 694 万张可转换公司债券（转债简称："海优转债"，转债代码： 118008），每张面值 100 元，发行总额 69,400.00 万元。根据战略规划和经营需要， 公司于 2025 年 8 月 1 日召开"海优转债"2025 年第一次债券持有人会议及 2025 年第三次临时股东会，审议通 ...

Key Points - The company announced a repurchase price of 100.22 RMB per bond, including current interest [1][5] - The repurchase period is set from August 12, 2025, to August 18, 2025 [1][5] - The payment date for repurchase funds is August 21, 2025 [1][5] - The repurchase is not mandatory for bondholders [1][5] - The company issued 6.94 million convertible bonds on June 23, 2022 [1][2] - A bondholder meeting will be held on August 1, 2025, to approve the termination of one fundraising project and redirect remaining funds to a new project [1][3] - The terminated project is the "Annual Production of 200 Million Square Meters of Photovoltaic Packaging Adhesive Film Project (Phase I)" [1][3] - The new project is the "Annual Production of 2 Million Square Meters of PDLC Light Control Film Product Construction Project (Phase I)" [1][3] - The additional repurchase clause is activated due to significant changes in the use of raised funds [2][3] - The bondholders have the right to sell back all or part of their convertible bonds during the repurchase period [4][5] - The bond's coupon rate for the fourth year is 1.60%, with interest calculated for 50 days [4][5] - The repurchase process requires bondholders to submit their repurchase requests through the Shanghai Stock Exchange trading system [5][6] - The bonds will continue to trade during the repurchase period, but conversion will be suspended [5][6] - If the total face value of the convertible bonds falls below 30 million RMB due to repurchase, trading will continue until the end of the repurchase period [6]

金融界消息 截至2025年8月12日收盘，海优新材（688680）报收于48.75元，下跌2.83%，换手率 3.56%，成交量2.99万手，成交金额1.46亿元。 海优新材最新一期业绩显示，截至2025一季报，公司营业总收入3.16亿元、同比减少64.02%，归属净利 润5743.82万元，同比减少204.86%，扣非净利润5790.67万元，同比减少166.72%，流动比率2.708、速动 比率2.485、资产负债率48.14%。 来源：金融界 资金流向方面，今日主力资金净流出1553.94万元，占比成交额10.64%。其中，超大单净流出452.49万 元、占成交额3.1%，大单净流出1101.46万元、占成交额7.54%，中单净流出流入1612.20万元、占成交 额11.04%，小单净流出58.26万元、占成交额0.4%。 天眼查商业履历信息显示，上海海优威新材料股份有限公司，成立于2005年，位于上海市，是一家以从 事专业技术服务业为主的企业。企业注册资本8402.0325万人民币，实缴资本8402.0211万人民币。公司 法定代表人为李民。 通过天眼查大数据分析，上海海优威新材料股份有限公司共对外投 ...

| 证券代码:688680 | 证券简称:海优新材 | 公告编号：2025-055 | | --- | --- | --- | | 转债代码:118008 | 转债简称:海优转债 | | 上海海优威新材料股份有限公司 关于"海优转债"可选择回售的第二次提示性公告 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： 风险提示：可转债持有人选择回售等同于以 100.22 元/张（含当期利息） 卖出持有的"海优转债"。截至目前，"海优转债"的收盘价格高于本次回售价格， 可转债持有人选择回售可能会带来损失，敬请可转债持有人注意风险。 上海海优威新材料股份有限公司（以下简称"公司"）于 2022 年 6 月 23 日向 不特定对象发行了 694 万张可转换公司债券（转债简称："海优转债"，转债代码： 118008），每张面值 100 元，发行总额 69,400.00 万元。根据战略规划和经营需要， 公司于 2025 年 8 月 1 日召开"海优转债"2025 年第一次债券持有人会议及 2025 年第三次临时股东会，审议通 ...

中证鹏元资信评估股份有限公司 中证鹏元公告【2025】392 号 中证鹏元关于关注上海海优威新材料股份有限公司募投项 目发生重大变化的公告 中证鹏元资信评估股份有限公司（以下简称"中证鹏元"）对上 海海优威新材料股份有限公司（以下简称"海优新材"或"公司"， 股票代码：688680.SH）及其发行的下述债券开展评级。除评级委托 关系外，中证鹏元及评级从业人员与公司不存在任何足以影响评级行 为独立、客观、公正的关联关系。 | | | 主体等级 | 债项等级 评级展望 | | | | | --- | --- | --- | --- | --- | --- | --- | | 债券简称 海优转债 | 上一次评级时间 2025 | 年 6 月 | 上一次评级结果 A 稳定 | 27 | 日 | A | 根据公司于 2025 年 7 月 17 日发布的《关于部分募投项目终止并 将剩余募集资金投入新增募投项目的公告》，公司拟终止"年产 2 亿 平方米光伏封装胶膜项目（一期）"，同时新增"年产 200 万平米 PDCLC 调光膜产品建设项目（一期）"，并将剩余募集资金 22,602.78 万元（含账户利息与理财收益，最终金 ...

Group 1 - A total of 99 stocks in the Shanghai and Shenzhen markets have received net buying from main funds for 5 consecutive days or more as of August 8 [1] - The stocks with the longest consecutive net buying days are Laofengxiang, Beijiajie, Qingsong Jianhua, and Hu塑股份, each with 13 consecutive trading days of net buying [1] - Other notable stocks with significant net buying days include Tengda Construction, Juxing Agriculture, Shouyao Holdings, Haiyou New Materials, Haier Smart Home, ST Qibu, Bangji Technology, and Weichuang Electric, with 11, 11, 10, 9, 9, 9, 8, and 8 trading days of net buying respectively [1]

Group 1 - The core viewpoint of the news is the significant advancements expected in brain-computer interface (BCI) technology by 2027, with the establishment of an advanced technical, industrial, and standard system [1][3] - The Ministry of Industry and Information Technology, along with six other departments, has issued implementation opinions to promote innovation and development in the BCI industry, aiming for breakthroughs in key technologies and the establishment of a robust industrial ecosystem by 2030 [3] - The BCI market is projected to expand rapidly, driven by the increasing application of BCI products in various sectors such as industrial manufacturing, healthcare, and consumer life [3][4] Group 2 - Following positive news, several BCI-related stocks experienced significant price increases, with Beiyikang reaching a 13.57% rise and Sanbo Brain Science increasing by 11.69% [2] - The report from Founder Securities highlights the acceleration of commercial transformation in the BCI sector, particularly in non-invasive applications for medical rehabilitation and emotional management, indicating a broad market outlook [4] - Open Source Securities notes that the BCI technology landscape is undergoing rapid transformation, with upstream technological advancements leading to breakthroughs in downstream applications, suggesting a promising commercial future for domestic BCI companies [4]