Group 1 - Lithium mining stocks continue to adjust, with companies such as Guocheng Mining, Rongjie Co., Dawi Co., and Shengxin Lithium Energy hitting the daily limit down [1] - Jinyuan Co. also reached the daily limit down, while companies like Tibet Mining and Yahua Group experienced significant declines [1]

Group 1 - The core viewpoint of the article highlights the continued adjustment in the A-share lithium mining sector, with several companies experiencing significant declines in stock prices [1] Group 2 - Companies such as Guocheng Mining, Dazhong Mining, and Shengxin Lithium Energy have hit the daily limit down, indicating severe market pressure [1] - Other companies like Jinyuan Co., Rongjie Co., and Yahua Group also reported notable declines, contributing to the overall downturn in the sector [1]

Core Viewpoint - The company has decided to exercise its right to redeem the "Guocheng Convertible Bonds" early due to market conditions and internal considerations, with a redemption price set at 100.82 yuan per bond, including interest and tax [4][12][13]. Summary by Sections Redemption Details - The redemption price for "Guocheng Convertible Bonds" is 100.82 yuan per bond, which includes accrued interest at a rate of 2.00% [12][13]. - The redemption conditions are met as of November 19, 2025, and the bonds will be forcibly redeemed if not converted by December 11, 2025 [3][11]. - Key dates include: - Redemption conditions satisfaction date: November 19, 2025 [5] - Last trading day: December 9, 2025 [5] - Redemption registration date: December 11, 2025 [5] - Conversion stop date: December 12, 2025 [5] - Redemption date: December 12, 2025 [5] - Funds arrival date: December 17, 2025 [5] - Investor funds arrival date: December 19, 2025 [5]. Bond Issuance and Trading - The company issued 8,500,000 convertible bonds on July 15, 2020, with a total value of 85 million yuan [4]. - The bonds were listed on the Shenzhen Stock Exchange starting August 10, 2020, under the name "Guocheng Convertible Bonds" [4]. Conversion Terms - The conversion period for the bonds is from January 21, 2021, to July 14, 2026, with an initial conversion price of 21.07 yuan per share, adjusted to 21.06 yuan per share as of June 30, 2021 [7]. - The conversion price has been adjusted multiple times, with the latest adjustment setting it at 12.58 yuan per share effective July 26, 2024 [9]. Conditional Redemption Clauses - The company has the right to redeem the bonds if the stock price remains above 130% of the conversion price for at least 15 out of 30 trading days or if the remaining unconverted bonds are less than 30 million yuan [10][11].

登录新浪财经APP 搜索【信披】查看更多考评等级 国城矿业股份有限公司 关于提前赎回"国城转债"的第二次提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 证券代码：000688 证券简称：国城矿业（维权） 公告编号：2025-100 债券代码：127019 债券简称：国城转债 1、"国城转债"赎回价格：100.82元/张（含当期应计利息，当期年利率为2.00%，且当期利息含税），扣 税后的赎回价格以中国证券登记结算有限责任公司深圳分公司（以下简称"中登公司"）核准的价格为 准。 10、最后一个交易日可转债简称：Z城转债 11、根据安排，截至2025年12月11日收市后仍未转股的"国城转债"将被强制赎回。本次赎回完成 后，"国城转债"将在深圳证券交易所摘牌。投资者持有的"国城转债"存在被质押或冻结情形的，建议在 停止转股日前解除质押或冻结，以免出现因无法转股而被强制赎回的情形。 12、风险提示：本次"国城转债"赎回价格可能与其停止交易和停止转股前的市场价格存在较大差异，特 提醒持有人注意在限期内转股。投资者如未及时转股，可能面临损失，敬请投 ...

| 证券代码：000688 | 证券简称：国城矿业 | 公告编号：2025-100 | | --- | --- | --- | | 债券代码：127019 | 债券简称：国城转债 | | 5、停止转股日：2025年12月12日 国城矿业股份有限公司 关于提前赎回"国城转债"的第二次提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、"国城转债"赎回价格：100.82元/张（含当期应计利息，当期年利率为 2.00%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任公 司深圳分公司（以下简称"中登公司"）核准的价格为准。 2、赎回条件满足日：2025年11月19日 3、停止交易日：2025年12月9日 4、赎回登记日：2025年12月11日 6、赎回日：2025年12月12日 7、赎回资金到账日（到达中登公司账户）：2025年12月17日 8、投资者赎回款到账日：2025年12月19日 9、赎回类别：全部赎回 10、最后一个交易日可转债简称：Z城转债 11、根据安排，截至2025年12月11日收市后仍未转股的"国城转债"将被强 ...

Group 1 - The titanium dioxide concept sector experienced a decline of 7.12%, ranking among the top losers in the market [1][2] - Notable stocks within the titanium dioxide sector that faced significant declines include Guocheng Mining, which hit the daily limit down, and Jinpu Titanium Industry, Huiyun Titanium Industry, and Tianyuan Co., which also saw substantial drops [1][2] - The sector saw a net outflow of 376 million yuan from major funds, with 13 stocks experiencing net outflows, and 8 of those exceeding 10 million yuan [2] Group 2 - The stock with the highest net outflow was Zhenhua Co., with a net outflow of 128.44 million yuan, followed by Vanadium Titanium Co. and Titanium Chemical Co. with net outflows of 71.60 million yuan and 56.35 million yuan, respectively [2] - The top losers in the titanium dioxide concept included Zhenhua Co. (-7.37%), Vanadium Titanium Co. (-6.23%), and Titanium Chemical Co. (-8.56%) [2] - Other notable declines were observed in Tianyuan Co. (-9.44%) and Guocheng Mining (-9.98%), indicating a widespread downturn in the sector [2]

Market Overview - The A-share market opened lower on November 21, with all three major indices declining. The Shanghai Composite Index fell by 1.12%, while the Shenzhen Component and ChiNext Index dropped over 2% [1][2]. - The current levels of the indices are as follows: Shanghai Composite Index at 3887.03, Shenzhen Component at 12710.84, and ChiNext Index at 2968.84 [2]. Sector Performance - The storage chip and aquaculture sectors experienced significant declines, leading the market downturn [1]. - The lithium mining sector saw a collective adjustment, with several stocks, including major players like Dazhong Mining and Shengxin Lithium Energy, hitting the daily limit down [2][3]. Lithium Market Dynamics - The lithium carbonate futures on the Guangxi Futures Exchange experienced a sharp decline, with prices dropping over 7% at one point and settling down more than 5% [2][4]. - The lithium sector index decreased by 6.06%, indicating a broader market correction in this area [3]. Individual Stock Movements - Notable declines in individual stocks within the lithium sector include Jiangte Electric (-10.03%), Dazhong Mining (-10.01%), and Shengxin Lithium Energy (-10.00%) [3]. - Other significant losers include Rongjie Co. (-10.00%), Yongxing Materials (-9.99%), and Yahua Group (-9.99%) [3].

Core Viewpoint - The announcement details a passive dilution of the shareholding percentage of a major shareholder, Whale Domain Private Equity Fund, due to the conversion of convertible bonds, resulting in their ownership falling below 5% [2][3][6]. Group 1: Shareholding Changes - Whale Domain Private Equity Fund's shareholding has been diluted from 5.01% to 4.99% following the conversion of 25,182,756 shares from the company's convertible bonds [3][5]. - After this change, Whale Domain Private Equity Fund no longer qualifies as a major shareholder, holding 57 million shares [2][3]. Group 2: Convertible Bond Redemption - The company has decided to exercise its right for early redemption of the "Guocheng Convertible Bonds" at a price of 100.82 CNY per bond, including accrued interest [10][19]. - The redemption process includes a series of key dates: trading will stop on December 9, 2025, with the redemption date set for December 12, 2025 [10][25]. - The bonds will be forcibly redeemed if not converted by the end of the trading day on December 11, 2025, and will be delisted from the Shenzhen Stock Exchange thereafter [28].

筒式权益变动报告书 上市公司名称:国城矿业股份有限公司 股票上市地点:深圳证券交易所 股票简称:国城矿业 股票代码:000688 信息披露义务人姓名:鲸域资产管理(上海)有限公司-鲸域腾晟私募证券投资 基金 住所:中国(上海)自由贸易试验区耀华路251号一幢一层 通讯地址:上海市浦东新区丁香路1299号1704B室 股份变动性质:持股比例被动稀释(可转换公司债券转股) 签署日期:2025年11月19日 信息披露义务人声明 一、信息披露义务人依据《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")、《上市公司收购管理办法》(以下简称"收购 办法")、《公开发行证券的公司信息披露内容与格式准则第15号一权益变动报告 书》(以下简称"准则15号")及相关的法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准,其履行亦不违反 信息披露义务人公司章程或内部规则中的任何条款,或与之相冲突。 国城矿业股份有限公司 | 第一节 释义 | .. | | --- | --- | | 第二节 信息披露义务人介绍 | . | | 第三节 权益变动的目的及持股计划 ...

| 证券代码：000688 | 证券简称：国城矿业 | 公告编号：2025-098 | | --- | --- | --- | | 债券代码：127019 | 债券简称：国城转债 | | 国城矿业股份有限公司 关于持股 5%以上股东持股比例被动稀释至 5%以下 权益变动的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 特别提示： 1、本次权益变动系公司持股5%以上股东鲸域私募基金，因公司可转债转股 导致其持股比例被动稀释降至5%以下。 2、本次权益变动后，鲸域私募基金仍持有公司股份 5,700 万股，占公司当 前总股本比例为 4.99%，不再是公司持股 5%以上股东。 3、本次权益变动不涉及股东股份增持或减持，不触及要约收购，不会导致 公司控股股东及实际控制人发生变化，不会影响公司的治理结构和持续经营。 国城矿业股份有限公司（以下简称"公司"）于近日收到持股 5%以上股东鲸 域资产管理（上海）有限公司－鲸域腾晟私募证券投资基金（以下简称"鲸域私 募基金"）出具的《简式权益变动报告书》，现将本次权益变动的相关内容公告 如下： 一、本次权益变动的基本情 ...