Group 1 - The stock price of Zhongqi New Materials as of July 30, 2025, is 41.96 yuan, down 0.87% from the previous trading day, with a trading volume of 2.21 billion yuan and a turnover rate of 3.37% [1] - Zhongqi New Materials specializes in the research, production, and sales of artificial quartz stone decorative materials, which are widely used in kitchen countertops and bathroom countertops [1] - The company operates in the renovation and decoration sector, while also being involved in semiconductor concepts and equity transfer topics [1] Group 2 - On July 30, the company announced that from July 18 to July 30, its stock price has not fallen below 130% of the conversion price of "Zhongqi Convertible Bonds" for nine consecutive trading days, which may trigger conditional redemption clauses [1] - If the conditions are met, the company's board of directors has the authority to decide whether to redeem the unconverted convertible bonds [1]

Core Viewpoint - The company, Guangdong Zhongqi New Materials Co., Ltd., has announced that its convertible bond, "Zhongqi Convertible Bond," is expected to trigger redemption conditions due to the stock price exceeding 130% of the current conversion price for nine consecutive trading days [1][6]. Summary by Sections Convertible Bond Issuance and Listing - The company issued 5.4 million convertible bonds on March 3, 2023, with a total value of 540 million yuan and a maturity of six years [1][2]. - The bonds were listed on the Shenzhen Stock Exchange on April 25, 2023, under the name "Zhongqi Convertible Bond" and code "127081" [2]. Conversion Period and Price Adjustments - The conversion period for the bonds is from September 11, 2023, to March 2, 2029 [2]. - The initial conversion price was set at 30.27 yuan per share, which has been adjusted multiple times, with the latest adjustment bringing it down to 14.76 yuan per share effective from May 29, 2025 [3][5]. Conditional Redemption Terms - The company has outlined conditional redemption terms in its prospectus, allowing for redemption 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 [6]. - The company has the authority to decide on the redemption of the bonds at face value plus accrued interest if the conditions are met [6]. Potential Trigger for Redemption - From July 18 to July 30, 2025, the company's stock price has been above 19.188 yuan (130% of the conversion price), indicating a potential trigger for the conditional redemption of the "Zhongqi Convertible Bond" [1][6].

Group 1 - The company announced that from July 18, 2025, to July 30, 2025, its stock closing price has been above 130% of the conversion price of "Zhongqi Convertible Bonds," which is 19.188 yuan per share [1] - The potential triggering of the conditional redemption clause for "Zhongqi Convertible Bonds" is anticipated due to the stock performance [1] - The company's board of directors has the authority to decide whether to redeem all or part of the unconverted "Zhongqi Convertible Bonds" at face value plus accrued interest [1]

通过天眼查大数据分析，广东中旗新材料股份有限公司共对外投资了8家企业，参与招投标项目12次， 知识产权方面有商标信息19条，专利信息147条，此外企业还拥有行政许可41个。 金融界消息 截至2025年7月30日收盘，中旗新材（001212）报收于41.96元，下跌0.87%，换手率 3.37%，成交量5.27万手，成交金额2.21亿元。 来源：金融界 天眼查商业履历信息显示，广东中旗新材料股份有限公司，成立于2007年，位于佛山市，是一家以从事 非金属矿物制品业为主的企业。企业注册资本11787.3185万人民币，实缴资本9067万人民币。公司法定 代表人为周军。 资金流向方面，今日主力资金净流出1005.11万元，占比成交额4.56%。其中，超大单净流出630.82万 元、占成交额2.86%，大单净流出374.30万元、占成交额1.7%，中单净流出流出864.75万元、占成交额 3.92%，小单净流入1869.86万元、占成交额8.48%。 中旗新材最新一期业绩显示，截至2025一季报，公司营业总收入8097.39万元、同比减少39.40%，归属 净利润413.34万元，同比减少128.45%，扣非净利润6 ...

| 证券代码：001212 | 证券简称：中旗新材 | 公告编号：2025-067 | | --- | --- | --- | | 转债代码：127081 | 债券简称：中旗转债 | | 广东中旗新材料股份有限公司 关于"中旗转债"预计触发赎回条件的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 自 2025 年 7 月 18 日至 2025 年 7 月 30 日，广东中旗新材料股份有限公司（以 下简称"公司"）股票已有九个交易日的收盘价不低于"中旗转债"当期转股价 格（即 14.76 元/股）的 130%（即 19.188 元/股），预计后续可能触发"中旗转 债"有条件赎回条款。根据《广东中旗新材料股份有限公司公开发行可转换公司 债券募集说明书》（以下简称《募集说明书》）中有条件赎回条款的相关规定， 届时公司董事会有权决定是否按照债券面值加当期应计利息的价格赎回全部或 部分未转股的"中旗转债"。敬请广大投资者详细了解可转换公司债券相关规定， 并及时关注公司后续公告，注意投资风险。 一、可转换公司债券发行上市情况 （一）可转换公司债券发 ...

Core Viewpoint - The article discusses the rising trend of reverse mergers in the primary market, highlighting how startup companies are acquiring listed companies as a new route for capital market operations [1][2][3]. Group 1: Reverse Mergers - In July, a listed company, Aowei New Materials, announced that Zhiyuan Robotics would acquire at least 63.62% of its shares for 2.1 billion yuan, changing the controlling shareholder to Zhiyuan Hengyue [2]. - This method of reverse mergers is seen as a new operational model for startups, allowing them to access the secondary market without meeting independent listing requirements [3]. - Several hard-tech startups are exploring the feasibility of this model, indicating a shift in how companies approach capital markets [3]. Group 2: M&A Market Activity - The M&A market has been active this year, with reverse mergers gaining attention and numerous M&A funds being established [4]. - Over 10 regions have introduced policies to support M&A restructuring and fund establishment, indicating a strong push from state-owned assets [5]. - Notable M&A funds include China Pacific Insurance's proposed 300 billion yuan fund, focusing on state-owned enterprise reform and modern industrial system construction [6]. Group 3: Investment Institutions' Strategies - Investment institutions are increasingly looking at mergers and acquisitions as a viable exit strategy, especially in light of recent regulatory changes [13][14]. - The introduction of the "924 New Policy" by the CSRC supports private equity funds in acquiring listed companies, which could lead to significant M&A activity in the A-share market [10][15]. - Many investment firms are establishing dedicated M&A departments to capitalize on these opportunities, reflecting a growing trend in the industry [18][19]. Group 4: Future Outlook - The article anticipates more private equity funds participating in significant M&A transactions following the implementation of the new restructuring regulations [21]. - The government is encouraging the establishment of market-oriented M&A mother funds and secondary market funds to promote a healthy cycle in the venture capital industry [20].

Core Viewpoint - The report outlines the equity changes of Guangdong Zhongqi New Materials Co., Ltd, indicating a reduction in shareholding by Hainan Yuminghua Venture Capital Co., Ltd and its associated parties, leading to a dilution of their ownership percentage [1][2][3]. Group 1: Equity Change Details - Hainan Yuminghua plans to transfer 9,334,300 shares, representing 5.10% of the total share capital, to Chen Yaomin, resulting in a decrease in their shareholding [5][8]. - The total share capital of the company increased from 122,142,242 shares to 183,023,996 shares due to the issuance of convertible bonds, leading to passive dilution of the shareholding of Hainan Yuminghua and its associates [9][10]. - Following the transfer, Hainan Yuminghua's shareholding will decrease from 10.00% to 4.25%, while the total voting rights held by them will also be affected [8][9]. Group 2: Agreements and Compliance - The equity change is based on agreements signed between Hainan Yuminghua, Zhou Jun, and Guangdong Xingkong Technology Equipment Co., Ltd, which aims to stabilize control over the company [6][11]. - The total transaction price for the share transfer is set at approximately 803.43 million yuan, with an average price of 26.34 yuan per share [12][14]. - The report confirms that all necessary compliance procedures with the Shenzhen Stock Exchange have been completed for the share transfer [10][13]. Group 3: Future Plans - Hainan Yuminghua does not rule out the possibility of increasing or decreasing its shareholding in the next 12 months, adhering to relevant regulations [7][8]. - The report emphasizes the commitment of the information disclosing parties to ensure the accuracy and completeness of the information provided [2][3].

广东中旗新材料股份有限公司 四、本次权益变动是根据本报告书所载明的资料进行的。除本报告书披露的 信息外，信息披露义务人没有委托或者授权任何其他人提供未在本报告书中列载 的信息和对本报告书做出任何解释或者说明。 简式权益变动报告书 （修订稿） 签署日期：二〇二五年七月 上市公司： 广东中旗新材料股份有限公司 上市地点： 深圳证券交易所 股票简称： 中旗新材 股票代码： 001212 信息披露义务人一： 海南羽明华创业投资有限公司 注册地址： 海南省洋浦经济开发区新英湾区控股大道 1 号洋浦迎 宾馆 3 层蓝宝石厅 3055 室 通讯地址： 广东省佛山市禅城区季华五路 57 号万科金融中心 B 座 17 层 信息披露义务人二： 周军 住所/通讯地址： 广东省佛山市禅城区季华五路 57 号万科金融中心 B 座 17 层 信息披露义务人三： 熊宏文 住所/通讯地址： 黄冈市黄州区禹王街道华海大道特 1 号 股份权益变动性质： 减少（持股比例下降、被动稀释） 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》《上市公司收购管理办法》 《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》 ...

广东中旗新材料股份有限公司 详式权益变动报告书 （修订稿） | 信息披露义务人二： | 陈耀民 | | --- | --- | | 住所： | 上海市虹口区广中路****** | | 通讯地址： | 上海市虹口区广中路****** | 股份权益变动性质： 持股比例增加（协议受让） 签署日期：二〇二五年七月 上市公司： 广东中旗新材料股份有限公司 上市地点： 深圳证券交易所 股票简称： 中旗新材 股票代码： 001212.SZ 信息披露义务人一： 广东星空科技装备有限公司 住所： 广州市增城区增江街塔山大道 166 号 通讯地址： 上海市闵行区万芳路 515 号 B 座 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》《上市公司收购管理办法》 《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》 《公开发行证券的公司信息披露内容与格式准则第 16 号——上市公司收购报告 书》等相关法律、法规和规范性文件编制。 二、截至本报告书签署日，信息披露义务人签署本报告书已获得必要的授权 和批准，其履行亦不违反其章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》 ...

华泰联合证券有限责任公司 关于 广东中旗新材料股份有限公司 详式权益变动报告书 之 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司收购 管理办法》《公开发行证券公司信息披露内容与格式准则第15号——权益变动报 告书》《公开发行证券公司信息披露内容与格式准则第16号——上市公司收购报 告书》等相关法律、法规的规定，华泰联合证券有限责任公司（简称"本财务顾 问"）按照行业公认的业务标准、道德规范，本着诚实信用、勤勉尽责的精神， 对本次权益变动的相关情况和资料进行了核查，对《广东中旗新材料股份有限公 司详式权益变动报告书》所披露的内容出具核查意见。 本财务顾问特作出如下声明： 一、本财务顾问依据的有关资料由信息披露义务人提供。信息披露义务人已 作出声明，保证其所提供的资料均为真实、准确、完整的原始书面资料或副本资 料，副本资料或复印件与其原始资料或原件一致，所有文件的签名、印章均是真 实的；所有文件和材料不存在虚假记载、误导性陈述或重大遗漏，并对所提供信 息的真实性、准确性和完整性承担个别和连带的法律责任。 二、本财务顾问已按照规定履行尽职调查义务，有充分理由确信所发表的专 业意见与信息披露义务人申 ...