Core Viewpoint - Zhejiang Southeast Steel Structure Co., Ltd. announces the interest payment details for its convertible bonds, "Dongnan Convertible Bonds," for the second year, highlighting the interest rates and payment schedule [2][11]. Group 1: Bond Details - The "Dongnan Convertible Bonds" will pay interest on January 5, 2026, at a rate of 5.00 RMB (including tax) for every 10 bonds with a face value of 1,000 RMB [2][11]. - The total issuance amount of the convertible bonds is 2 billion RMB (20 million bonds) [3][4]. - The bonds have a maturity period from January 3, 2024, to January 2, 2030, with annual interest payments [4][5]. Group 2: Interest Rates - The coupon rates for the bonds are structured as follows: 0.30% for the first year, 0.50% for the second year, 1.00% for the third year, 1.50% for the fourth year, 1.80% for the fifth year, and 2.00% for the sixth year [2][4][11]. Group 3: Payment Schedule - The bondholder registration date for the interest payment is December 31, 2025, and the ex-dividend date is also January 5, 2026 [2][12][15]. - The company will entrust China Securities Depository and Clearing Corporation Limited Shenzhen Branch to handle the interest payment process [12]. Group 4: Taxation Information - Individual bondholders are subject to a 20% personal income tax on the interest earned, which will be withheld at the time of payment [13]. - Qualified foreign institutional investors (QFIIs) and RMB qualified foreign institutional investors (RQFIIs) are exempt from corporate income tax on interest income until December 31, 2025 [14].

证券代码：002135 证券简称：东南网架 公告编号：2025-096 债券代码：127103 债券简称：东南转债 浙江东南网架股份有限公司 关于可转换公司债券 2026 年付息的提示性公告 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、"东南转债"将于 2026 年 1 月 5 日按面值支付第二年利息，每 10 张"东 南转债"（面值 1,000 元）利息为人民币 5.00 元（含税）； 2、债权登记日：2025 年 12 月 31 日； 5、"东南转债"票面利率：第一年 0.30%，第二年 0.50%，第三年 1.00%， 第四年 1.50%，第五年 1.80%，第六年 2.00%。 6、"东南转债"本次付息债权登记日为 2025 年 12 月 31 日，凡在 2025 年 12 月 31 日（含）前买入并持有本期债券的投资者享有本次派发的利息；2025 年 12 月 31 日卖出本期债券的投资者不享有本次派发的利息。在 2025 年 12 月 31 日前（含）申请转换成公司股票的可转换公司债券，公司不再向其持有人支 付本计息年度及以后计 ...

Group 1: Metal Futures and Market Impact - Recent rapid increases in precious and industrial metal futures prices have led to heightened volatility risks, prompting the CME Group to raise margin requirements for trading metals including gold, silver, palladium, and lithium [1] - The new margin requirements, effective after the close of trading on the upcoming Monday, include a 10% increase for gold futures, approximately 13.6% for silver, and 23% for platinum [1] - Following the announcement, international metal futures prices experienced multiple rounds of declines, with gold prices falling below the $4500 per ounce mark, closing at $4497.9 per ounce, a decrease of 1.20% [1] Group 2: AI and Investment Insights - Jinglin Asset Management, a major private equity firm, has indicated that 2026 may mark the true beginning of the widespread adoption of AI Agents [1] Group 3: Fund and Market Adjustments - Guotou Silver LOF announced a temporary suspension of trading on December 30, 2025, to protect investor interests, with the possibility of extending the suspension if market price premiums do not decrease [2] Group 4: Airline Fuel Charges - Starting January 5, 2026, domestic airlines in China will reduce the fuel surcharge for passenger transport, with fees decreasing by 10 yuan for flights under 800 kilometers and 20 yuan for longer flights [3] Group 5: Energy and Technology Developments - The first 30MW pure hydrogen gas turbine has successfully achieved stable operation, marking a significant advancement in hydrogen power generation technology [3] - The Chinese government has confirmed the continuation of the "national subsidy" for consumer goods, which has significantly boosted the sales of mid-to-high-end products in recent years [4] Group 6: Corporate Changes and Developments - Financial adjustments include the appointment of Bi Chunhui as the deputy director of the research institute at Zheshang Securities [5] - Zero Run Technology's CEO confirmed that the company will maintain control by the founding team despite the investment from FAW [6] - China Software plans to sell 555 X86 servers and two properties to optimize idle assets [7] Group 7: Market Transactions and Contracts - Financial services firm Caitong Securities has received approval from the China Securities Regulatory Commission to publicly issue bonds totaling up to 150 billion yuan [8] - Southeast Network Frame has won an EPC project worth 8.87 billion yuan [11] - Shanxi Expressway intends to acquire a 15% stake in Shanxi Transportation Development Group for 74.8 million yuan [12] - Rima Precision's subsidiary has been designated as a supplier for a new energy vehicle project, with expected sales of approximately 1.342 billion yuan over its lifecycle [13] - Nankuang Group signed a 3 billion yuan equipment procurement contract for iron ore processing [14] - Guangdong Yuedian A's Dapu Power Plant's second phase has successfully commenced commercial operations [15] - China Energy Construction's subsidiary has won an EPC project worth approximately 6.864 billion yuan [16] Group 8: Stock Market Updates - ST Dongtong's stock will resume trading on December 30, 2025, entering a delisting preparation period [17] - The Shanghai Composite Index recorded a slight increase, marking a nine-day rise, while the Shenzhen Component Index experienced a decline [18][19]

Core Viewpoint - The company, Dongnan Network Frame (002135.SZ), has been awarded a contract for the "China Vision Valley Industrial Base (Standard Factory) Project EPC General Contracting" in partnership with China United Engineering Co., Ltd, with a total bid amount of RMB 887 million [1] Group 1 - The company received a "Notice of Winning Bid" from Hangzhou Xiaoshan Sanjiang Chuangzhi New City Development Co., Ltd [1] - The total amount of the project bid is RMB 887 million [1] - The contract is part of a consortium bid, and the specific signing amount for the company will be determined by subsequent agreements among the parties involved [1]

Core Viewpoint - The company, Dongnan Network Frame (002135.SZ), has been awarded a contract for the "China Vision Valley Industrial Base (Standard Factory) Project EPC General Contracting" in partnership with China United Engineering Co., Ltd, with a total bid amount of RMB 887 million [1] Group 1 - The company received a "Notice of Winning Bid" from Hangzhou Xiaoshan Sanjiang Chuangzhi New City Development Co., Ltd [1] - The total amount of the project bid is RMB 887 million [1] - The contract amount for the company will be determined based on subsequent specific implementation agreements with other parties [1]

Core Viewpoint - The company, Dongnan Network Frame (002135.SZ), has won a bid for the "China Vision Industry Base (Standard Factory) Project EPC Engineering General Contract" in partnership with China United Engineering Co., Ltd, with a total bid amount of RMB 887.26443 million [1] Group 1 - The company received a "Notice of Winning Bid" from Hangzhou Xiaoshan Sanjiang Chuangzhi New City Construction Development Co., Ltd [1] - The total amount of the winning bid is RMB 88,726.4430 million [1] - The project is part of a consortium bid, and the specific contract amount for the company will be determined by subsequent agreements among the parties involved [1]

Group 1 - The core point of the article is that Southeast Network Framework (002135) announced on December 29 that it has won a bid for the "China Vision Valley Industrial Base (Standard Factory) Project EPC Engineering General Contract" in a consortium with China United Engineering Co., Ltd. [1] - The total bid amount is 887 million yuan, which accounts for 7.89% of the company's audited operating income for the year 2024 [1]

Core Viewpoint - The company has won a bid for the "China Shigu Industry Base (Standard Factory) Project EPC General Contracting" in partnership with China United Engineering Co., with a total bid amount of 887.26443 million yuan, which represents 7.89% of the company's audited revenue for 2024 [1] Group 1 - The project duration is set for 1185 calendar days [1] - Winning the bid is expected to expand the company's general contracting business and positively impact future operations [1] - The company has not yet signed a formal contract with the owner, leading to uncertainties in the terms [1]

| 证券代码：002135 | 证券简称：东南网架 | 公告编号：2025-095 | | --- | --- | --- | | 债券代码：127103 | 债券简称：东南转债 | | 浙江东南网架股份有限公司 关于中标 EPC 项目的公告 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。 智能建造、光伏新能源等领域持续发力，将为"中国视谷"全域联动建设注入强 劲动能。本项目将聚焦"智造产业社区"功能定位，打造高标准、高效率、高韧 性的产业载体，为视觉智能产业链企业提供优质生产空间。 一、中标通知书的主要内容 1、项目名称：中国视谷产业基地（标准厂房）项目 EPC 工程总承包 2、招标人：杭州萧山三江创智新城建设发展有限公司 3、中标单位：浙江东南网架股份有限公司、中国联合工程有限公司组成的 联合体 4、中标价格：人民币 88,726.4430 万元 5、中标内容范围：包含所有施工图设计、各类专项设计（含深化设计）、施 工图图审、施工图预算编制、建安工程施工、设备采购、竣工图编制、竣工验收、 档案移交、竣工备案移交、产权证等办理及保修服务等其他建设方面的内容， ...

证券代码：002135 证券简称：东南网架 公告编号：2025-094 债券代码：127103 债券简称：东南转债 浙江东南网架股份有限公司 关于可转换公司债券 2026 年付息的提示性公告 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、"东南转债"将于 2026 年 1 月 5 日按面值支付第二年利息，每 10 张"东 南转债"（面值 1,000 元）利息为人民币 5.00 元（含税）； 2、债权登记日：2025 年 12 月 31 日； 3、除息日：2026 年 1 月 5 日； 4、付息日：2026 年 1 月 5 日； 5、"东南转债"票面利率：第一年 0.30%，第二年 0.50%，第三年 1.00%， 第四年 1.50%，第五年 1.80%，第六年 2.00%。 6、"东南转债"本次付息债权登记日为 2025 年 12 月 31 日，凡在 2025 年 12 月 31 日（含）前买入并持有本期债券的投资者享有本次派发的利息；2025 年 12 月 31 日卖出本期债券的投资者不享有本次派发的利息。在 2025 年 12 月 31 ...