Core Viewpoint - The announcement details the conversion status of the company's convertible bonds "齐翔转2" for the third quarter of 2025, including the bond issuance, listing, conversion price adjustments, and the total amount converted into shares [2][3][4][5][6][7][8]. Group 1: Convertible Bond Issuance and Listing - The company issued 29.9 million convertible bonds with a total value of 299 million yuan, approved by the China Securities Regulatory Commission on August 20, 2020 [2]. - The bonds were listed on the Shenzhen Stock Exchange starting September 15, 2020, under the code "128128" [3]. Group 2: Conversion Price Adjustments - The initial conversion price was set at 8.22 yuan per share, which was adjusted to 7.97 yuan on June 25, 2021, and further adjusted to 5.69 yuan on September 29, 2021 [4][5]. - Subsequent adjustments were made, with the conversion price changing to 5.53 yuan on July 19, 2023, and then to 5.46 yuan on June 6, 2024, followed by 5.40 yuan on December 31, 2024, and finally to 5.37 yuan on June 16, 2025 [6][7]. Group 3: Conversion and Share Capital Changes - In the third quarter of 2025, the company saw a reduction of 3,000 yuan (30 bonds) in the convertible bond amount, resulting in a conversion of 558 shares [8]. - As of September 30, 2025, a total of 2.31 billion yuan (23,106,174 bonds) had been converted into 292,111,682 shares, with 26,986,867 shares converted using repurchased shares [8]. - The remaining convertible bond amount as of September 30, 2025, was 679.38 million yuan, with 6,793,826 bonds still outstanding [8].

证券代码:002408 证券简称:齐翔腾达 公告编号:2025-055 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 年第三季度可转换公司债券转股情况的公告 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。 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 年第三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 ...

Core Insights - Shandong Energy Qixiang Tengda is focused on enhancing quality and efficiency this year by maximizing the potential of its facilities and addressing profit leakage points [1][2] - The company has implemented a series of targeted initiatives, including specialized meetings and project launches, to improve economic and technical indicators [1] - Optimization of the circulating water system has been a key strategy, involving both reduction of energy consumption and enhancement of economic benefits [1][2] Group 1 - The company has organized specialized meetings to analyze and develop targeted solutions for enhancing facility performance [1] - A dual approach of "adding" and "subtracting" has been adopted, including the separate use of industrial water and the external supply of valuable condensate water [1] - The optimization of the circulating water system has led to reduced energy consumption and improved economic efficiency [2] Group 2 - Qixiang Tengda has leveraged the collaborative advantages of its facilities by integrating the circulating water systems of Chemical Plant II and Chemical Plant V [2] - The optimization plan involved monitoring key indicators such as water pressure and flow rate in real-time to ensure operational stability [2] - The successful implementation of the optimization plan has resulted in lower energy consumption and increased flexibility and efficiency of the circulating water system [2]

Core Viewpoint - Qixiang Tengda's stock performance shows a decline in trading volume and financing activities, indicating potential liquidity issues and reduced investor interest [1][2]. Financing Summary - On September 30, Qixiang Tengda experienced a financing buy-in of 5.38 million yuan, with a net financing outflow of 4.27 million yuan, resulting in a total financing balance of 403 million yuan [1]. - The current financing balance represents 2.93% of the circulating market value, which is below the 10% percentile level over the past year, indicating a low financing level [1]. - The company also saw a securities lending repayment of 11,900 shares and a securities lending sell-out of 1,400 shares, with a total lending balance of 1.76 million yuan, also below the 20% percentile level over the past year [1]. Business Performance Summary - For the first half of 2025, Qixiang Tengda reported a revenue of 12.21 billion yuan, a year-on-year decrease of 4.09%, and a net profit attributable to shareholders of 23.15 million yuan, down 83.34% year-on-year [2]. - The company's main business revenue composition includes 42.93% from maleic anhydride, 35.28% from foreign trade, 10.72% from other chemicals, 8.96% from acetone, and 2.12% from other sources [1]. Shareholder and Dividend Information - Since its A-share listing, Qixiang Tengda has distributed a total of 2.64 billion yuan in dividends, with 908 million yuan distributed over the past three years [3]. - As of June 30, 2025, the number of shareholders decreased to 56,400, while the average circulating shares per person increased by 5.83% to 48,740 shares [2][3]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited as the fourth-largest shareholder, reducing its stake by 3.59 million shares, while new entrants include Southern CSI 1000 ETF and Huaxia CSI 1000 ETF [3].

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： | 证券代码：002408 | 证券简称：齐翔腾达 | 公告编号：2025-054 | | --- | --- | --- | | 债券代码：128128 | 债券简称：齐翔转 2 | | 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"128128"。 3、可转债转股情况 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 ...

Core Insights - The company, Qixiang Tengda, reported that as of September 20, 2025, the number of shareholders is 56,444 [1] Company Summary - Qixiang Tengda's shareholder count is projected to reach 56,444 by September 20, 2025 [1]

Core Viewpoint - The company, Qixiang Tengda, reported a current overall capacity utilization rate of approximately 70% and is focused on maximizing production of profitable products while reducing production costs [1] Group 1 - The company's overall capacity utilization rate is about 70% [1] - The company is actively exploring internal potential to lower production costs [1] - The company aims to maximize the production capacity of profitable products to achieve full production and sales of operational devices [1]

Market Overview - The refining and trading sector experienced a decline of 0.19% on September 29, with Compton leading the drop [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - Daqing Huake (000985) saw a significant increase of 10.00%, closing at 19.91 with a trading volume of 59,900 shares and a turnover of 117 million yuan [1] - Other notable gainers included Bohui Co. (300839) with a 4.42% increase, Baocao Co. (002476) up 2.10%, and Maohua Shihua (000637) rising by 1.95% [1] - Conversely, Compton (603798) led the declines with a drop of 3.70%, closing at 16.64, alongside Rongsheng Petrochemical (002493) down 3.24% [2] Capital Flow - The refining and trading sector saw a net outflow of 66.36 million yuan from institutional investors, while retail investors contributed a net inflow of 2.50 million yuan [2] - The main stocks with significant capital inflow included Daqing Huake with 39.99 million yuan and China Petroleum (601857) with 35.17 million yuan [3] - Notably, Baocao Co. experienced a net inflow of 20.54 million yuan from institutional investors, despite a net outflow from retail investors [3]

Core Viewpoint - The company, Qixiang Tengda (002408.SZ), has reported an overall capacity utilization rate of approximately 70% for its production facilities, indicating a focus on maximizing production efficiency and profitability [1] Group 1 - The company is actively exploring internal potential to reduce production costs [1] - The company is leveraging the advantages of flexible production to ensure maximum output of profitable products [1] - The goal is to achieve full production and sales of operational products [1]

Core Insights - Qixiang Tengda has been recognized as a "Technology Innovation Advanced Unit" at the first Technology Conference and Talent Work Promotion Meeting of Shandong Energy New Materials Company, showcasing its achievements in empowering transformation through technology and enhancing core competitiveness [1] - The company is navigating the increasingly competitive chemical industry by strengthening top-level design and deepening the integration of industry, academia, and research [1] - Qixiang Tengda emphasizes the deep integration of technological innovation and industrial innovation to accelerate the development of new productive forces [2] Group 1 - The company has established an innovation leadership group led by key executives to coordinate technological breakthroughs, platform construction, and achievement transformation, along with implementing a "Technology Innovation Work Management Method" to standardize project processes [1] - A comprehensive training system has been developed to support technological innovation, which includes mentorship, craftsman cultivation, and skills competitions to enhance employee skills and ignite innovation enthusiasm [1] Group 2 - Qixiang Tengda actively builds industry-university-research cooperation platforms, enhancing collaboration with universities and research institutions to tackle key technologies such as special emulsions and chemical catalysts [2] - The company has adopted a "three-in-one" strategy of production system optimization, technological transformation, and process innovation to continuously tap into the potential of its facilities, effectively reducing energy consumption while ensuring stable production [2]