新能源汽车、智能电子、机器人、低空经济等新兴产业迅猛崛起，对上游尼龙新材料的需求呈现爆发式 增长。在这样的产业背景下，尼龙66行业的龙头企业，聚合顺新材料股份有限公司（以下简称"聚合 顺"）为何要从浙江杭州来到山东淄博，投资27亿元建设新项目？ 山东聚合顺新材料有限公司副总经理张志强的回答直截了当："过去从国外进口己二腈不仅价格高，交 货周期还长达数月。得知中国化学天辰齐翔在淄博成功投产己二腈项目后，我们当即下决心过来投资布 局。" 己二腈国产化的成功，不仅打破了国外长期的技术垄断和价格壁垒，更从根本上提升了我国高端尼龙新 材料产业链的自主可控能力。 面对投产初期遭遇的"价格战"压力，天辰齐翔通过实施200多项技改项目，持续优化反应效率，实现了 成本大幅下降和利润稳步提升。在全球产业链波动加剧的背景下，这家掌握核心技术的"开拓者"成功吸 引了聚合顺等下游企业集聚淄博，形成了以技术优势带动产业集聚的良性循环，走出了一条从技术突围 到生态制胜的逆袭之路。 作为淄博市工程塑料产业链的"链主"企业，天辰齐翔的带动作用不止于吸引下游企业。在产业链上游， 企业与淄博齐翔腾达化工实现了丙烯、丁二烯等基础原料的"隔墙供应"， ...

| 证券代码：002408 | 证券简称：齐翔腾达 | 公告编号：2025-039 | | --- | --- | --- | | 债券代码：128128 | 债券简称：齐翔转 2 | | 淄博齐翔腾达化工股份有限公司 关于预计触发转股价格向下修正条件的提示性公告 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： 1、证券代码：002408 证券简称：齐翔腾达 2、债券代码：128128 债券简称：齐翔转 2 3、转股价格：5.37 元/股 4、转股期限：2021 年 2 月 26 日至 2026 年 8 月 19 日 1、可转债发行情况 经中国证券监督管理委员会证监许可[2020]1342 号文核准，公司于 2020 年 8 月 20 日公开发行了 2,990 万张可转换公司债券（以下简称"可转债"），每张面值 100 元，发行总额 299,000 万元。 2、可转债上市情况 经深交所"深证上[2020]835 号"文同意，公司 299,000 万元可转债于 2020 年 9 月 15 日起在深交所挂牌交易，债券简称"齐翔转 2"，债券代码"128 ...

| 证券代码：002408 | 证券简称：齐翔腾达 | 公告编号：2025-038 | | --- | --- | --- | | 债券代码：128128 | 债券简称：齐翔转 2 | | 淄博齐翔腾达化工股份有限公司 2025 年半年度业绩预告 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。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日—2025 年 6 月 30 日 2、业绩预告情况：☑同向下降 | 项目 | 本报告期 | | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 盈利：1,900 | 万元至 | 2,850 | 万元 | 盈利：13,894.83 | 万元 | | | 比上年同期下降：79.49%至 | | | 86.33% | | | | 扣除非经常性损 | 盈利：1,800 | 万元至 | 2,700 | 万元 | 盈利：12,443.37 | 万元 | | 益后的净利润 | 比上年同期下降：78.30%至 | | ...

Core Viewpoint - The company QiXiang Tengda (002408) expects a significant decline in net profit for the first half of 2025, with projections ranging from 19 million to 28.5 million yuan, representing a decrease of 79.49% to 86.33% compared to the same period last year [1] Financial Summary - The net profit attributable to shareholders is projected to be between 19 million and 28.5 million yuan, down from 139 million yuan in the same period last year [1] - The net profit after excluding non-recurring gains and losses is expected to be between 18 million and 27 million yuan, reflecting a year-on-year decline of 78.3% to 85.53% [1] - The basic earnings per share are anticipated to be between 0.01 yuan and 0.01 yuan, compared to 0.05 yuan in the previous year [1] Influencing Factors - The decline in performance is attributed to several factors, including geopolitical conflicts, uncertainty in tariff policies, weak downstream demand in the domestic chemical industry, and intensified competition within the industry [1]

Group 1 - The company issued convertible bonds "齐翔转 2" with a total amount of 2,990 million yuan, approved by the China Securities Regulatory Commission [1][2] - The conversion price for "齐翔转 2" was adjusted multiple times, starting from 8.22 yuan per share to 5.37 yuan per share as of June 16, 2025 [2][3][5] - As of June 30, 2025, a total of 292,111,124 shares have been converted from "齐翔转 2", with a total conversion amount of 2,310,614,400 yuan [5][6] Group 2 - The total share capital of the company increased to 2,842,843,629 shares after the recent conversion, with 99.99% being unrestricted circulating shares [6][7] - The company has implemented several capital increase plans through the conversion of bonds, impacting the share structure significantly [3][4][5]

淄博齐翔腾达化工股份有限公司 2025 年第二季度可转换公司债券转股情况的公告 证券代码:002408 证券简称:齐翔腾达 公告编号:2025-037 债券代码:128128 债券简称:齐翔转 2 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： 证券代码：002408 证券简称：齐翔腾达 债券代码：128128 债券简称：齐翔转 2 转股价格：人民币 5.37 元/股 转股期限：2021 年 2 月 26 日至 2026 年 8 月 19 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，淄博齐翔腾达化工股份有限公 司（以下简称"公司"）现将 2025 年第二季度可转换公司债券（以下简称"齐 翔转 2"）转股及公司股份变动情况公告如下： 一、可转债发行上市基本情况 1、可转债发行情况 经中国证券监督管理委员会证监许可[2020]1342 号文核准，公司于 2020 年 8 月 20 日公开发行了 2,990 万张可转换公司债券（以下简称"可转债"），每 张面值 100 元，发行总 ...

Group 1 - Fengcai Technology is conducting an H-share issuance with a maximum price of 120.50 HKD per share, aiming to raise funds for its specialized chip business [1] - The global offering consists of 16.3 million shares, with 1.63 million shares available for public offering in Hong Kong [1] - Zijin Mining plans to acquire the Raygorodok gold mine project in Kazakhstan for 1.2 billion USD, enhancing its resource portfolio [1][2] Group 2 - Mindray Medical's shareholder plans to reduce holdings by up to 5 million shares, approximately 0.41% of the total share capital, due to personal funding needs [3] - Degute is planning to acquire control of Haowei Technology through a combination of cash and share issuance, leading to a temporary suspension of its stock [4] - New Dairy's controlling shareholder intends to reduce its stake by up to 3% of the total share capital, also for funding purposes [5] Group 3 - Yueyang Xinchang has resumed production after completing maintenance on its main production facilities, positively impacting its operations [6] - Chengdu Xian Dao has terminated its major asset restructuring plan due to failure to reach agreement on key terms [7] - Maglev Technology's shareholder plans to reduce its stake by up to 3% of the total share capital for personal financial arrangements [9] Group 4 - Zhongyan Dadi announced a cash dividend of 2.82 CNY per 10 shares and a capital increase of 3.99 shares per 10 shares [10] - Yunda Co. plans to distribute a cash dividend of 0.6 CNY per 10 shares, totaling approximately 47.22 million CNY [12] - Victory Co. intends to distribute a cash dividend of 0.42 CNY per 10 shares, amounting to around 36.06 million CNY [13] Group 5 - Shagang Group has invested 2.67 billion CNY in financial products while planning to use up to 8 billion CNY of idle funds for further investments [14] - Jiuyuan Yinhai's subsidiary won an 8.43 million CNY project contract, constituting a related party transaction [15] - China Railway Signal & Communication has announced the resignation of a board member due to personal reasons [16] Group 6 - China Rare Earth clarified that recent management changes have not affected its operations, ensuring stability in production [17] - Qixiang Tengda plans to conduct routine maintenance on its 60,000-ton acetone plant for 60 days to enhance operational safety [19] - ST King Kong's subsidiary signed a 399 million CNY contract for computing power services, indicating growth in its service offerings [20] Group 7 - Ziguang Guowei repurchased 775,500 shares for approximately 49.62 million CNY, reflecting confidence in its market position [22] - Qin Port's major shareholder plans to reduce its stake by up to 2% of the total share capital for development needs [22] - Longqi Technology has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange, expanding its market presence [24]

Group 1 - Longqi Technology has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [1] - Chengdu XianDao has terminated the acquisition of approximately 65% equity in Nanjing Haina Pharmaceutical Technology Co., Ltd. due to failure to reach consensus on core terms [4] - Unigroup Guowei repurchased 775,500 shares for a total amount of 49.6173 million yuan on June 27 [5] Group 2 - Qinhuangdao State-owned Assets Supervision and Administration Commission plans to reduce its stake in Qin Port Co., Ltd. by up to 2% [2] - Magu Technology's shareholder Baolifeng intends to reduce its stake by up to 3% [3] - New Dairy's controlling shareholder plans to reduce its stake by up to 3% due to funding needs [6] Group 3 - Mindray Medical's shareholder EverUnion (H.K.) Limited plans to reduce its stake by up to 500,000 shares, representing approximately 0.41% of the total share capital [7] - Degute plans to acquire control of Haowei Technology, with trading suspended from June 30 [8]

| 证券代码：002408 | 证券简称：齐翔腾达 公告编号：2025-036 | | --- | --- | | 债券代码：128128 | 债券简称：齐翔转 2 | 淄博齐翔腾达化工股份有限公司 关于 6 万吨甲乙酮装置例行停车检修的公告 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。 2025 年 6 月 30 日 公司本次检修计划是根据本套甲乙酮装置的运行周期提出的，并已做好充分 事前准备工作，将确保检修工作安全、环保、高效进行。公司将根据装置检修改 造的时间进度，陆续恢复生产。本次检修期间将减少甲乙酮产品产量，不会对公 司全年生产经营计划的完成及经营业绩产生重大影响。本次实施停车检修有利于 提升甲乙酮装置生产设备性能和运行质量、确保生产装置安全高效运行，能够促 进公司生产经营良性发展，符合公司和全体股东的利益。 公司将根据本次停车检修的进展情况，及时履行信息披露义务。公司指定的 信息披露媒体为《证券日报》《证券时报》《中国证券报》《上海证券报》和巨 潮资讯网（www.cninfo.com.cn），敬请投资者关注相关公告，注意投资风险。 特此公告。 淄 ...

Core Viewpoint - The company Qi Xiang Teng Da plans to conduct routine maintenance on its 60,000-ton acetone and methanol production facility starting June 30, 2025, for a duration of 60 days, which will reduce acetone product output but will not significantly impact the company's overall production and operational performance for the year [1] Summary by Relevant Categories Company Operations - The maintenance is aimed at ensuring the safe and stable operation of the acetone and methanol facility [1] - The expected downtime for the maintenance is 60 days [1] - The reduction in acetone product output during this period is acknowledged, but it is stated that it will not have a major impact on the company's annual production and operational plans [1]