证券代码：002540 证券简称：亚太科技 公告编号：2025-052 债券代码：127082 债券简称：亚科转债 近日，公司接到控股股东周福海先生的通知，获悉 2023 年 4 月 27 日至 2025 年 7 月 21 日期间其通过竞价交易及大宗交易方式转让其所持有的"亚科转债" 共计 1,303,882 张，占公司可转债发行总量的 11.25%。 江苏亚太轻合金科技股份有限公司 关于债券持有人可转债持有比例变动达 10%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。 一、可转债发行上市概况 具体变动情况如下： 经中国证券监督管理委员会《关于核准江苏亚太轻合金科技股份有限公司公 开发行可转换公司债券的批复》（证监许可[2023]156 号）核准，江苏亚太轻合金 科技股份有限公司（以下简称"公司"）于 2023 年 3 月 15 日公开发行了 1,159 万 张可转债，每张面值为人民币 100 元，按面值发行，共计发行 1,159 万张，募集 资金总额为 1,159,000,000 元。经深圳证券交易所《关于江苏亚太轻合金科技股 份有限公司可转换公司 ...

证券代码：002540 证券简称：亚太科技 公告编号：2025-051 债券代码：127082 债券简称：亚科转债 江苏亚太轻合金科技股份有限公司 关于第一期股票期权和限制性股票激励计划部分限制性股 票回购注销完成暨调整可转债转股价格的公告 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： 和限制性股票激励计划（以下简称"本激励计划"）本次回购注销限制性股票数量 为357万股，占本次回购注销前公司总股本1,251,700,032股的0.285%，涉及激励 对象81名，回购资金总额为7,978,952.14元； 司完成上述限制性股票的回购注销手续，本次回购注销后，公司总股本由 的转股价格由5.38元/股调整为5.39元/股，本次转股价格调整生效日期为2025年7 月22日，本次调整可转债转股价格不涉及暂停转股事项。 一、本激励计划已履行的审批程序和信息披露情况 （一）公司于2023年9月26日召开第六届董事会第十三次会议和第六届监事 会第十一次会议，审议通过了《关于公司 <第一期股票期权和限制性股票激励计> 划（草案）>及其摘要的议案》、《关于江苏亚太 ...

债券代码：127082 债券简称：亚科转债 江苏亚太轻合金科技股份有限公司 关于第一期股票期权和限制性股票激励计划部分限制性股 票回购注销完成暨调整可转债转股价格的公告 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：002540 证券简称：亚太科技 公告编号：2025-051 2、截至本公告披露日，公司已在中国证券登记结算有限责任公司深圳分公 司完成上述限制性股票的回购注销手续，本次回购注销后，公司总股本由 1,251,700,032股变更为1,248,413,917股； 3、因本次回购注销限制性股票导致公司总股本减少，公司可转债"亚科转债" 的转股价格由5.38元/股调整为5.39元/股，本次转股价格调整生效日期为2025年7 月22日，本次调整可转债转股价格不涉及暂停转股事项。 一、本激励计划已履行的审批程序和信息披露情况 （一）公司于2023年9月26日召开第六届董事会第十三次会议和第六届监事 会第十一次会议，审议通过了《关于公司<第一期股票期权和限制性股票激励计 划（草案）>及其摘要的议案》、《关于江苏亚太轻合金科技股份有限公司 ...

Company Overview - Established in 2001 and listed on Shenzhen Stock Exchange in 2011, the company has total assets of CNY 8.181 billion as of Q1 2025 [1] - A key supplier in the automotive thermal management and lightweight system components sectors, focusing on high-end aluminum alloy material applications [1] Aerospace Sector - Products in the aerospace field include high-strength aluminum alloys for hydraulic, braking, sealing, heat exchange, door, and seat systems [2] - The company has received certification from major aircraft manufacturers and is actively supplying critical components, supporting domestic aerospace development [2] Future Capacity Expansion - Plans for 2024 include projects such as: - High-performance aluminum profile manufacturing for aerospace - 2 million sets of high-strength aluminum system components for new energy vehicles - 12 million lightweight aluminum parts for automotive applications - 14,000 tons of high-efficiency aluminum tubes for home air conditioning [3] Project Progress - Investment of CNY 600 million for the Northeast headquarters production base for automotive lightweight aluminum products is underway, with construction progressing as planned [4] Raw Material Price Management - The company employs a production model based on customer orders and pricing linked to aluminum ingot prices, mitigating the impact of price fluctuations [5] Profit Distribution - For the 2024 half-year profit distribution, CNY 197.5 million was allocated, with a cash dividend of CNY 1.6 per 10 shares [6][7] - For the 2024 annual profit distribution, CNY 247.2 million will be distributed at CNY 2.0 per 10 shares [7] Competitive Advantages - Major partnerships with leading companies in the automotive thermal management and lightweight systems, generating over CNY 3 billion in revenue from thermal management products, accounting for 42% of total revenue [8] - Continuous investment in technology, quality, and project planning to enhance core competitiveness [8] Future Development Strategy - The company aims to capture opportunities in high-end aluminum applications across automotive, aerospace, marine engineering, and new energy sectors, with a goal to become the largest supplier of lightweight alloy materials globally [9][10]

Group 1 - The company issued a total of 11.59 million convertible bonds, raising a total of 1.159 billion yuan, with a net amount of approximately 1.1497 billion yuan after deducting underwriting fees [1][2] - The convertible bonds were listed on the Shenzhen Stock Exchange on April 27, 2023, under the code 127082 and the name "亚科转债" [2] - The conversion period for the bonds is from September 15, 2023, to March 8, 2029 [2] Group 2 - The initial conversion price was set at 6.46 yuan per share, adjusted to 6.22 yuan on May 26, 2023, and will further adjust to 5.74 yuan on May 30, 2024, and 5.58 yuan on September 29, 2024 [2][3] - The company's total share capital increased to 1,251,700,032 shares after the conversion of bonds [3] - The proportion of non-restricted shares remains at 69.42% of the total share capital [3]

Group 1: Industry Overview - Guinea holds the world's largest bauxite reserves, accounting for 25.52% of the total [1] - Aluminum is the third most abundant metal in the Earth's crust, following oxygen and silicon [1] - Global bauxite resources are concentrated in a few countries, including Guinea, Australia, Vietnam, Brazil, Indonesia, China, India, and Russia [1] - China is the largest consumer and importer of bauxite, with a significant role in the global bauxite industry [1] - As of the end of 2024, the proven bauxite reserves globally are approximately 2.9 billion tons, with a static reserve-to-production ratio of about 64.44 years [1] Group 2: Market Demand and Trends - There is an increasing demand for lightweight aluminum profiles globally, particularly in the automotive and aerospace sectors [4] - The rapid development of industries such as new energy vehicles and photovoltaics is creating new opportunities for the aluminum profile industry [4] - The application of aluminum profiles in various sectors is deepening, leading to a significant increase in demand [4] Group 3: Company Rankings and Performance - In April 2024, the top companies in China's industrial aluminum profile sector were announced, with Conglin Aluminum Technology, Dingmei New Materials, and Fen'an Aluminum ranking in the top three [7][8] - The top companies in aluminum melting and casting services included Hunan Baling Kiln Energy Saving, Guangdong Jucheng Equipment Technology, and Zhejiang Lanwei Environmental Protection Equipment [9] - Major listed companies in the aluminum industry include China Aluminum, Nanshan Aluminum, Yun Aluminum, and Shenhuo Co., with revenues exceeding 30 billion yuan [10][11] - China Aluminum leads in revenue with 136.36 billion yuan from the primary aluminum segment, while Yun Aluminum and Shenhuo Co. also show strong performance [11][13]

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：002540，证券简称：亚太科技 转股期限：2023年9月15日起至2029年3月8日 江苏亚太轻合金科技股份有限公司 关于 2025 年第二季度可转换公司债券转股情况的公告 证券代码：002540 证券简称：亚太科技 公告编号：2025-050 债券代码：127082 债券简称：亚科转债 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》的有关规定，江苏亚太轻合金科技股份 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 "可转债"）转股及公司股份变动情况公告如下： 一、可转债发行上市概况 （一）可转债发行情况 经中国证券监督管理委员会《关于核准江苏亚太轻合金科技股份有限公司公 开发行可转换公司债券的批复》（证监许可[2023]156 号）核准，公司于 2023 年 3 月 9 日公开发行了 1159 万张可转债，每张面值为人民币 100 元，按面值发行， 共计发行 1159 万张，募集资金总额为 1,159,0 ...

Company Overview - Jiangsu Asia-Pacific Light Alloy Technology Co., Ltd. was established in 2001 and listed on the Shenzhen Stock Exchange in 2011. As of Q1 2025, the total assets reached CNY 8.181 billion [1] - The company is a key supplier in the automotive thermal management and lightweight system components sectors, focusing on high-end aluminum alloy material applications [1] Core Competitive Advantages - The company is a significant aluminum supplier for global automotive thermal management systems, achieving over CNY 3 billion in revenue in 2024, accounting for approximately 42% of total revenue [2] - In the lightweight system components sector, the company generated nearly CNY 3.1 billion in revenue, representing about 41% of total revenue, with leading market shares in suspension and control system aluminum materials [2] Pricing Strategy - The pricing model for aluminum products is based on "aluminum ingot price + processing fee," with the ingot price referencing the monthly average of Shanghai Nonferrous Metals Market A00 aluminum ingot prices [3] Profit Distribution - For the 2024 semi-annual profit distribution, the company distributed CNY 1.6 per 10 shares, totaling CNY 197.5 million. For the 2024 annual distribution, CNY 2.0 per 10 shares was distributed, totaling CNY 247.2 million [4] Future Capacity Planning - The company is advancing several projects, including high-performance aluminum profiles for aviation and high-strength aluminum system components for new energy vehicles, aiming for significant production increases [5][6] Future Development Outlook - The company anticipates growth opportunities driven by global sustainable development policies and the upgrading of industrial structures. The automotive industry is evolving towards efficiency, cleanliness, and intelligence, presenting new challenges and opportunities in thermal management and lightweight technologies [6]

Core Viewpoint - The industrial aluminum profile market in China is experiencing significant growth driven by the increasing demand for lightweight vehicles and the expansion of the new energy vehicle sector, alongside robust demand from the photovoltaic industry [1][9]. Market Overview - Industrial aluminum profiles are primarily alloy materials made from aluminum, produced through processes like melting and extrusion, resulting in various shapes for different applications [2]. - The market is witnessing a production capacity expansion among Chinese manufacturers to meet the rising demand, with a projected production volume of 11.705 million tons in 2024, marking a year-on-year increase of 23.21% [1][9]. Market Policies - A series of supportive policies have been introduced to encourage technological innovation and green manufacturing in the industrial aluminum profile sector, including guidelines for recycling and promoting green finance [4][6]. Industry Chain - The upstream of the industrial aluminum profile industry includes bauxite, recycled aluminum, and production equipment, while the downstream encompasses applications in photovoltaic, new energy vehicles, and construction [7]. Competitive Landscape - The industrial aluminum profile market is highly competitive, with numerous players entering the field. The top twenty companies include prominent names such as Conglin Aluminum Technology and Dingmei New Materials [11][13]. - Conglin Aluminum Technology specializes in high-end industrial aluminum profiles and lightweight equipment, serving major clients like China CRRC and Maersk [14]. - Dingmei New Materials focuses on high-performance aluminum and magnesium alloys, achieving a revenue of 1.491 billion yuan in 2024, with 44.01% from industrial aluminum materials [16]. Development Trends - The industry is expected to adopt smart production lines and technologies such as IoT and AI to enhance efficiency and reduce costs. The use of recycled aluminum is anticipated to increase, promoting resource circularity [18].

中信建投证券股份有限公司 关于 江苏亚太轻合金科技股份有限公司向不特定对 象发行可转换公司债券 受托管理事务报告 （2024 年度） 受托管理人：中信建投证券股份有限公司 二〇二五年六月 重要声明 本报告依据《公司债券发行与交易管理办法》（以下简称"《管理办法》"）、 《公司债券受托管理人执业行为准则》（以下简称"《执业行为准则》"）、《公司信 用类债券信息披露管理办法》和其他相关法律、法规、规范性文件及自律规则的 规定、《江苏亚太轻合金科技股份有限公司向不特定对象发行可转换公司债券之 受托管理协议》（以下简称"《受托管理协议》"）、《江苏亚太轻合金科技股份有限 公司向不特定对象发行可转换公司债券募集说明书》（以下简称"《募集说明书》"） 及其它相关信息披露文件以及江苏亚太轻合金科技股份有限公司（以下简称"亚 太科技"、"发行人"或"公司"）出具的相关说明文件和提供的相关资料等，由 受托管理人中信建投证券股份有限公司（以下简称"中信建投证券"）编制。中 信建投证券编制本报告所引用的财务数据，引自经公证天业会计师事务所（特殊 普通合伙）审计的 2024 年度审计报告。本报告其他内容及信息来源于第三方专 业机构出 ...