证券代码：002203 证券简称：海亮股份 公告编号：2025-057 债券代码：128081 债券简称：海亮转债 浙江海亮股份有限公司 关于"海亮转债"预计满足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：002203 证券简称：海亮股份 债券代码：128081 债券简称：海亮转债 转股价格：9.20 元/股 转股期限：2020 年 5 月 27 日至 2025 年 11 月 21 日 自 2025 年 8 月 4 日起至 2025 年 8 月 15 日，浙江海亮股份有限公司（以下 简称"公司"）股票已有 9 个交易日的收盘价不低于当期转股价格（即 9.20 元/ 股）的 130%（即 11.96 元/股）。若在未来触发"海亮转债"的有条件赎回条款， 即公司股票在任何连续三十个交易日中至少十五个交易日的收盘价不低于当期 转股价格的 130%（含 130%），根据《浙江海亮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约 定，届时公司董事会有权决定按照债券面值加 ...

| 证券代码：002203 | 证券简称：海亮股份 | 公告编号：2025-057 | | --- | --- | --- | | 债券代码：128081 | 债券简称：海亮转债 | | 浙江海亮股份有限公司 关于"海亮转债"预计满足赎回条件的提示性公告 （一）可转债发行情况 经中国证券监督管理委员会"证监许可[2019]1943 号"文核准浙江海亮股 一、可转债发行上市概况 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：002203 | | | | | | 证券简称：海亮股份 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 债券代码：128081 | | | | | | 债券简称：海亮转债 | | | | | | | 转股价格：9.20 | 元/股 | | | | | | | | | | | | 转股期限：2020 | 年 | 5 | 月 | 27 | 日至 | 2025 | 年 | 11 | 月 | 2 ...

Market Performance - As of August 15, the PET copper foil concept increased by 3.66%, ranking 6th among concept sectors, with 41 stocks rising, including Nord Shares, Dongcai Technology, and Hailiang Shares hitting the daily limit [1] - The top gainers in the sector were Copper Crown Copper Foil, Jiejia Weichuang, and Defu Technology, which rose by 14.49%, 10.86%, and 9.25% respectively [1] Sector Overview - The PET copper foil sector saw a net inflow of 1.26 billion yuan from main funds today, with 27 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflows [2] - The leading stock in terms of net inflow was Nord Shares, with a net inflow of 662 million yuan, followed by Dongcai Technology, Hailiang Shares, and Defu Technology with net inflows of 254 million yuan, 155 million yuan, and 97.67 million yuan respectively [2] Fund Flow Ratios - The stocks with the highest net inflow ratios included Nord Shares, Dongcai Technology, and Yinglian Shares, with net inflow ratios of 42.41%, 20.20%, and 15.13% respectively [3] - The detailed fund flow for PET copper foil concept stocks showed that Nord Shares had a daily increase of 10.06% with a turnover rate of 13.07%, while Dongcai Technology increased by 10.02% with a turnover rate of 7.46% [3][4]

| 成交量（万 | 成交金额（万 | 成交价格 | 相对当日收盘折溢价 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 股） | 元） | （元） | （%） | 业部 | | | 505.33 | 6746.20 | 13.35 | 0.00 | 机构专 | 华泰证券股份有限公司深 | | | | | | 用 | 圳分公司 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 进一步统计，近3个月内该股累计发生7笔大宗交易，合计成交金额为1.72亿元。 证券时报·数据宝统计显示，海亮股份今日收盘价为13.35元，上涨9.97%，日换手率为4.83%，成交额为 12.61亿元，全天主力资金净流入1.55亿元，近5日该股累计上涨8.89%，近5日资金合计净流入1.18亿 元。 两融数据显示，该股最新融资余额为13.06亿元，近5日增加1747.74万元，增幅为1.36%。（数据宝） 8月15日海亮股份大宗交易一览 海亮股份8月15日大宗交易平台出现一笔成交，成交量505.33万股，成交金额6746.20万元，大宗交易成 交价为13.35 ...

Group 1 - The industrial metal sector increased by 2.53% on August 15, with Jintian Co. leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] - Jintian Co. saw a closing price of 11.39, with a rise of 10.05%, and a trading volume of 2.23 million shares [1] Group 2 - The industrial metal sector experienced a net inflow of 841 million yuan from main funds, while retail funds saw a net outflow of 356 million yuan [2] - The trading data indicates that Hai Liang Co. had a net inflow of 183 million yuan from main funds, but a net outflow of 122 million yuan from retail investors [3] - The overall trading volume for the industrial metal sector was significant, with various companies showing notable price movements and trading volumes [1][2][3]

Market Overview - The Shanghai Composite Index closed at 3696.77 points, above the five-day moving average, with an increase of 0.83% [1] - The total trading volume of A-shares reached 22,728.38 billion yuan [1] Stocks Performance - A total of 1,268 A-shares have surpassed the five-day moving average, with notable stocks showing significant deviation rates [1] - Stocks with the highest deviation rates include: - Jiehuate (688141) with a deviation rate of 15.18% and a daily increase of 20.01% [1] - Kexin Information (300730) with a deviation rate of 15.07% and a daily increase of 19.99% [1] - Nanya New Materials (688519) with a deviation rate of 14.63% and a daily increase of 20.00% [1] Additional Notable Stocks - Other stocks with significant daily increases and deviation rates include: - Zhinanzhen (300803) with a deviation rate of 14.10% and a daily increase of 20.00% [1] - Jiurixin Materials (688199) with a deviation rate of 12.77% and a daily increase of 19.98% [1] - Haixia Chuangxin (300300) with a deviation rate of 12.22% and a daily increase of 17.37% [1]

Group 1: Market Overview - The A-share market is currently active, with brokerage analysts conducting extensive research on listed companies as half-year reports are being disclosed [1][2] - A total of 162 companies have been researched by brokerages since August, covering popular sectors such as electronics, pharmaceuticals, machinery, and power equipment [1][2] Group 2: Sector Focus - The electronics, machinery, and pharmaceutical sectors are the most researched, with 22, 20, and 21 companies respectively [2] - The pet sector, particularly Zhongchong Co., Ltd. (002891), has attracted the most attention, with 61 brokerages participating in its recent performance briefing [2][3] Group 3: Company Highlights - Zhongchong Co., Ltd. has established over 22 modern production bases globally and is expanding its projects in various countries, including the US and Canada [3] - Ninebot Inc. has garnered interest from 47 brokerages, focusing on its electric two-wheeler profit margins and the development of its intelligent ecosystem [3] - Jerry Holdings (002353) has been researched by 41 brokerages, with a focus on its business structure and overseas market development [3] Group 4: Pharmaceutical Sector Insights - The pharmaceutical sector has seen significant interest, with over 65 research reports published in August, including 10 deep-dive reports [4] - Companies like Jiuzhou Pharmaceutical (603456) and Sanxin Medical (300453) have been actively researched, with Jiuzhou reporting a net profit of 526 million yuan, a 10.7% increase year-on-year [4][5] - Bo Rui Pharmaceutical has seen its stock price rise over 277% this year, with plans to expand its product offerings globally [5] Group 5: Rating Adjustments - Brokerages have upgraded the ratings of seven companies since August, including Aisheng Co., Ltd. (600732) and Huaneng International (600011) [6] - Huaneng International reported a net profit of 9.262 billion yuan, a 24.26% increase, prompting an upgrade to "buy" rating [6] - One stock, Fuling Pickles (002507), was downgraded from "buy" to "hold" due to slower sales recovery and increased cost pressures [6]

Market Overview - On August 14, the industrial metals sector declined by 0.45%, with electrical alloys leading the drop [1] - The Shanghai Composite Index closed at 3666.44, down 0.46%, while the Shenzhen Component Index closed at 11451.43, down 0.87% [1] Stock Performance - Notable gainers in the industrial metals sector included: - Jintian Co., Ltd. (601609) with a closing price of 10.35, up 9.99% [1] - Yian Technology (300328) at 13.31, up 3.02% with a trading volume of 1.31 million shares and a turnover of 1.768 billion [1] - Mengmei New Materials (002988) at 46.27, up 2.25% with a trading volume of 66,600 shares and a turnover of 308 million [1] - Major decliners included: - Electrical Alloy (300697) at 15.62, down 5.33% with a trading volume of 400,500 shares and a turnover of 641 million [2] - Hesheng Co., Ltd. (002824) at 18.54, down 4.73% with a trading volume of 182,600 shares and a turnover of 343 million [2] - Lidao New Materials (603937) at 11.47, down 4.26% with a trading volume of 314,000 shares and a turnover of 380 million [2] Capital Flow - The industrial metals sector experienced a net outflow of 1.389 billion from institutional investors, while retail investors saw a net inflow of 1.143 billion [2][3] - Specific stock capital flows indicated: - Yian Technology (300328) had a net inflow of 138.579 million from institutional investors [3] - Electrical Alloy (300697) saw a net outflow of 142 million from institutional investors [3]

Group 1 - The core point of the announcement is that the equity change is due to the conversion of convertible bonds, leading to a passive dilution of the controlling shareholder's equity from 34.25% to 33.95%, which touches the 1% integer threshold [2][4] - The equity change does not involve any change in the number of shares held by the controlling shareholder and does not trigger a mandatory bid or affect the company's governance structure and ongoing operations [2][4] - The company will continue to monitor shareholder equity changes and fulfill its information disclosure obligations in accordance with relevant laws and regulations [4][5]

| 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交星 | 成交金额 买方营业部 (万元) | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | (万股/万份) | | | | | 2025-08-13 | 002203 | 海亮股份 | 11.36 | 266.00 | 3,021.76恒泰证券股份有限 | | 中国银河证券股份 | | | | | | | | 公司杭州婺江路证 | 有限公司北京苏州 | | | | | | | | 券营业部 | 街证券营业部 | 8月13日，海亮股份大宗交易成交266万股，成交额3021.76万元，占当日总成交额的6.24%，成交价11.36元，较市场收盘价 12.19元折价6.81%。 ...