New Stock Offerings - Jichuan Pharmaceutical (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST Yazhen (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - Zhongcheng Tui (300208) has 11 trading days remaining until the last trading day[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 11 trading days remaining until the last trading day[1] - Hengli Tui (000622) is in the delisting arrangement period with 8 trading days remaining[1] - Tui Shi Jiu You (600462) has 7 trading days remaining until the last trading day[1] Market Volatility - Beifang Changlong (301357) reported severe abnormal fluctuations[1] - Multiple companies, including Jichuan Pharmaceutical and *ST Yazhen, are under scrutiny for trading anomalies[1]

Group 1 - The company's stock price experienced a significant fluctuation, with a cumulative increase of over 20% over three consecutive trading days (June 30, July 1, and July 2, 2025) [1] - The company conducted a verification regarding the abnormal stock price movement and confirmed that there are no undisclosed major information or significant matters under planning [1][1] - The board of directors confirmed that there are no undisclosed matters that should be disclosed according to the Shenzhen Stock Exchange listing rules, nor any information that could significantly impact the trading price of the company's stock and its derivatives [1][1]

债券代码：127098 债券简称：欧晶转债 证券代码：001269 证券简称：欧晶科技 公告编号：2025-058 内蒙古欧晶科技股份有限公司 关于公司股票交易异常波动的公告 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。 一、股票交易波动情况 内蒙古欧晶科技股份有限公司（以下简称"公司"）股票连续 3 个交易日 （2025 年 6 月 30 日、2025 年 7 月 1 日、2025 年 7 月 2 日）收盘价格涨幅偏离 值累计超过 20%，根据《深圳证券交易所交易规则》有关规定，属于股票交易异 常波动情形。 二、公司关注、核实情况说明 5、股票异常波动期间，公司第一大股东不存在买卖公司股票的情形。 三、是否存在应披露而未披露信息的说明 公司董事会确认，公司目前没有任何根据《深圳证券交易所股票上市规则》 等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协 议等；董事会也未获悉公司有根据《深圳证券交易所股票上市规则》等有关规定 应予以披露而未披露的、对公司股票及其衍生品种交易价格产生较大影响的信息； 1 针对公司股票价格异常波动情况，公司对 ...

欧晶科技（001269）发布异动公告，公司近期经营情况正常，不存在内外部经营环境发生重大变化的情 形。公司及公司第一大股东不存在关于本公司的应披露而未披露的重大事项，也不存在处于筹划阶段的 重大事项。股票异常波动期间，公司第一大股东不存在买卖公司股票的情形。 ...

Core Viewpoint - The recent surge in polysilicon prices and related stocks is driven by multiple favorable factors, including government policies aimed at improving product quality and reducing low-price competition in the industry [2][5]. Group 1: Market Performance - Polysilicon prices opened high and surged over 5% in early trading, with significant activity in photovoltaic stocks, including notable gains in companies like Yamaton and Tongwei [1][5]. - The industrial commodity futures market showed strong bullish sentiment, with polysilicon, industrial silicon, and glass leading the gains [5]. Group 2: Government Policies - A recent high-level meeting emphasized the need to regulate low-price competition and promote the exit of outdated production capacity, which is seen as a major positive for the market [2][5]. - Domestic leading photovoltaic glass companies plan to collectively reduce production by 30% starting in July, which is expected to decrease domestic glass output to around 45 GW [4]. Group 3: International Influence - The U.S. "Big and Beautiful" bill passed in the Senate, which is expected to boost solar and wind energy stocks, with significant gains observed in related companies [3][7]. - The bill's provisions include the removal of tax obligations for solar and wind projects, further enhancing market optimism [7]. Group 4: Economic Outlook - Morgan Stanley has raised its growth forecasts for China's economy to 5.1% and 5.3% for the next two years, highlighting the dual drivers of technological innovation and policy support [8]. - The recent decline in the U.S. dollar index is expected to enhance the financial attributes of commodity futures, potentially increasing demand for these products [8].

Group 1 - The silicon energy sector is experiencing a significant rally, with *ST Xinyuan (300472) hitting a 20% limit up, and Daqo Energy rising over 7% [1] - Other companies such as Oujing Technology (001269), Tongwei Co., Ltd. (600438), and Dongyue Silicon Material (300821) are also seeing gains [1] - Previously, the main contract for polysilicon on the Shanghai Futures Exchange has seen its increase expand to 5% [1] Group 2 - There is a notable influx of dark pool funds into these stocks, indicating strong investor interest [1]

Group 1 - The company issued 4,700,000 convertible bonds on November 24, 2023, with a term of 6 years, approved by the China Securities Regulatory Commission [1] - The convertible bonds will be listed on the Shenzhen Stock Exchange starting December 15, 2023, with a total value of 47 million yuan [1] - The conversion period for the bonds is from May 30, 2024, to November 23, 2029 [2] Group 2 - The initial conversion price of the bonds was set at 45.91 yuan per share, which was adjusted to 44.71 yuan per share on June 17, 2024, following a cash dividend distribution [2] - The conversion price was further revised to 42.00 yuan per share effective October 14, 2024, after approval from the board and shareholders [3] Group 3 - As of June 30, 2025, the remaining convertible bonds amounted to 4,693,063, with a total face value of 469,306,300 yuan [3] - The total share capital increased from 192,407,260 shares to 192,411,335 shares due to the conversion of bonds, resulting in an increase of 4,075 shares in the unrestricted circulating stock [4]

债券代码：127098 债券简称：欧晶转债 证券代码：001269 证券简称：欧晶科技 公告编号：2025-057 内蒙古欧晶科技股份有限公司 关于 2025 年第二季度可转债转股情况的公告 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： 3、转股价格：42.00 元/股 4、转股起止日期：2024 年 5 月 30 日至 2029 年 11 月 23 日 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管 指引第 15 号——可转换公司债券》等有关规定，内蒙古欧晶科技股份有限公司 （以下称"公司"）现将 2025 年第二季度可转换公司债券转股及公司股份变动 情况公告如下： 一、可转债发行上市情况 （一）可转债发行情况 经中国证券监督管理委员会《关于同意内蒙古欧晶科技股份有限公司向不特 定对象发行可转换公司债券注册的批复》（证监许可[2023]2508 号）同意注册， 公司于 2023 年 11 月 24 日向不特定对象发行可转换公司债券 4,700,000.00 张， 债券期限 6 年。 （二）可转债上市情况 经深圳证券交易所同意 ...

Group 1 - The company Inner Mongolia Oujing Technology Co., Ltd. has agreed to provide a guarantee for its wholly-owned subsidiary Ningxia Oujing Technology Co., Ltd. to apply for credit from financial institutions, with a total amount not exceeding 300 million RMB [1] - Recently, Ningxia Oujing applied for a comprehensive credit of up to 50 million RMB from China Everbright Bank, and the company signed a maximum guarantee contract for this credit [1][2] - The guarantee covers the principal, interest, penalties, and other costs related to the debt repayment obligations of Ningxia Oujing to the bank [2][3] Group 2 - As of the announcement date, the total approved guarantee amount by the company and its subsidiaries is 300 million RMB, accounting for 28.24% of the latest audited net assets [3] - After this guarantee, the total outstanding guarantee amount is 50 million RMB, which is 4.71% of the latest audited net assets [3] - The company and its subsidiaries do not have any overdue guarantees or guarantees involving litigation [3]

Core Viewpoint - The company, Oujing Technology, has announced the provision of guarantees for its wholly-owned subsidiary, Ningxia Oujing Technology Co., Ltd., to support its financial needs through a credit application [1][2]. Group 1: Company Guarantee Details - Oujing Technology's board and supervisory board approved a guarantee of up to 300 million RMB for its subsidiary to apply for credit from financial institutions, effective from the date of the annual shareholders' meeting in 2024 until the next annual meeting in 2025 [1]. - Ningxia Oujing has applied for a comprehensive credit facility of up to 50 million RMB from China Everbright Bank, with Oujing Technology signing a maximum guarantee contract for this amount, which falls within the previously approved guarantee limit [1]. Group 2: Financial Performance of Ningxia Oujing - Ningxia Oujing was established on August 10, 2021, with a registered capital of 238.601 million RMB, and it is fully owned by Oujing Technology [2]. - As of December 31, 2024, Ningxia Oujing reported total assets of 731.5402 million RMB, total liabilities of 383.4971 million RMB, and net assets of 348.0431 million RMB. By March 31, 2025, total assets decreased to 715.3903 million RMB, with total liabilities at 367.8988 million RMB and net assets at 347.4916 million RMB [2]. - For the year 2024, Ningxia Oujing's revenue was 225.8272 million RMB, with a net loss of 17.4963 million RMB. In the first quarter of 2025, revenue was 30.8623 million RMB, with a net loss of 0.05515 million RMB [2]. Group 3: Guarantee Ratios and Status - The total approved guarantee amount for the company and its subsidiaries is 300 million RMB, which represents 28.24% of the latest audited net assets [2]. - After the current guarantee, the total external guarantee balance is 5 million RMB, accounting for 4.71% of the latest audited net assets [2]. - The company and its subsidiaries do not have any guarantees for entities outside the consolidated financial statements, nor do they have overdue guarantees or guarantees involved in litigation [2].