| 证券代码：002822 | 证券简称：*ST 中装 | 公告编号：2025-126 | | --- | --- | --- | | 债券代码：127033 | 债券简称：中装转2 | | 深圳市中装建设集团股份有限公司 关于中装转2即将停止转股的重要提示性公告 bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 重要风险提示： 1、"中装转2"的最后一个转股日：2025年9月18日（星期四）。 2025年9月18日收市前，持有"中装转2"的投资者仍可进行转股，为避免 损失，敬请广大投资者注意及时转股。 2025年9月19日起，债券持有人不再享 有转股的权利。 2、2025 年 9 月 18 日收市后，仍未转股的"中装转 2"持有人可基于依法享 有的债权进行债权申报。公司被深圳市中级人民法院（以下简称"深圳中院"） 裁定受理重整后，鉴于公司债务结构复杂、债权人数众多、债权申报尚未结束， 公司正在与产业投资人进行协商，目前仍在积极编制《重整计划草案》，整体 框架已 ...

Group 1 - The decoration and renovation sector increased by 1.16% on September 16, with *ST Zhongzhuang leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] - Key stocks in the decoration sector showed significant price increases, with *ST Zhongzhuang rising by 5.12% to a closing price of 3.49 [1] Group 2 - The main funds in the decoration sector experienced a net outflow of 109 million yuan, while retail investors saw a net inflow of 85.09 million yuan [2] - The trading volume for *ST Zhongzhuang was 223,800 hands, with a transaction amount of 77.47 million yuan [1] - The stock *ST Dongyi also saw a notable increase of 5.00%, closing at 5.04 with a trading volume of 187,600 hands [1] Group 3 - The net inflow of funds for *ST Zhongzhuang was 20.20 million yuan, representing 26.08% of the total [3] - In contrast, *ST Hainan Development experienced a net outflow of 34.93 million yuan, with a net fund share of 7.35% [3] - The overall trend indicates a mixed performance among individual stocks within the sector, with some experiencing significant inflows while others faced outflows [3]

Group 1: Industry Overview - The solid waste treatment sector is emerging as a new avenue for Chinese industries to expand overseas, driven by the ongoing green transformation of the "Belt and Road" initiative [1] - The global waste-to-energy market is projected to exceed $60 billion within five years, with most countries still in the early stages of development, representing a typical blue ocean market [1] - The demand for solid waste treatment is expected to grow as the global carbon neutrality process accelerates, providing opportunities for leading companies in the industry [3] Group 2: Company Highlights - Kangheng Environment is currently the largest Chinese company in the solid waste sector with overseas investments in 12 waste-to-energy projects, processing over 15,000 tons daily [1] - The company has established 90 industrial parks globally, providing environmental energy services to over 100 million people [1] - Kangheng Environment's self-developed SUS mechanical grate furnace has received EU CE certification and is utilized in over 300 waste-to-energy plants worldwide, with a daily processing capacity exceeding 300,000 tons, making it the top supplier of waste incineration equipment globally [1] - The company is recognized as a model for green innovation in China, as highlighted in the "National Development Achievements Commemorative Special Edition" by China Daily [2] Group 3: Strategic Developments - Kangheng Environment is participating in the restructuring of ST Zhongzhuang, which marks a significant step in capital operations [2] - The restructuring process has led to rapid business collaboration, including a contract for property services worth approximately 31.97 million yuan for Kangheng Environment's global headquarters [2] - Both companies are advancing an innovative business model called "Green Electricity Direct Supply AIDC," leveraging Kangheng Environment's annual green electricity supply capacity of 3.7 billion kilowatt-hours and ST Zhongzhuang's expertise in the IDC field [2]

Core Points - The actual controllers of *ST Zhongzhuang, Zhuang Xiaohong and Zhuang Zhannuo, experienced a change in their shareholding due to judicial auction and convertible bond conversion, resulting in a decrease in their shareholding ratio from 17.32% to 16.44% [1] - The total share capital increased from 888,863,632 shares to 920,907,012 shares due to the conversion of "Zhongzhuang Convertible Bond 2" [1] - The change in equity will not affect the controlling shareholder or the actual controllers of the company, nor will it impact the company's governance and operations [1]

Core Points - Starting from September 19, 2025, *ST Zhongzhuang (stock code: 002822) will no longer grant conversion rights for "Zhongzhuang Zhuan 2" (bond code: 127033) holders, with the last conversion date being September 18 [1] - The company was placed under delisting risk warning on August 20, and to protect bondholders' rights, the conversion period has been extended until the 30th natural day after the restructuring is accepted [1] - After the market closes on September 18, bondholders who have not converted can declare unsecured ordinary claims, which will be settled alongside other ordinary claims, with the immediate repayment ratio likely to be low and the actual payment time uncertain [1] - If the restructuring fails, the company may face bankruptcy, and the repayment situation for "Zhongzhuang Zhuan 2" remains unclear [1] - The company has set up a consultation hotline to remind investors to be aware of risks and to invest rationally [1]

| 证券代码：002822 | 证券简称：*ST | 中装 | 公告编号：2025-125 | | --- | --- | --- | --- | | 债券代码：127033 | 债券简称：中装转2 | | | 二、其他说明 1、本次司法拍卖暂缓不会对公司的生产经营产生不利影响，也不会导致公 司控制权发生变更。公司将持续关注上述股份后续的进展情况，并将按照有关法 律法规及规范性文件的要求及时履行信息披露义务。 2、截至本公告披露日，庄小红女士和庄展诺先生合计持有中装建设股票 151,372,668股，其中被司法冻结和再冻结151,372,668股，占其所持公司总股本的 100.00%，占公司总股本的16.44%；庄小红女士和庄展诺先生累计被质押股份为 26,155,780股，占其所持公司总股本的17.28%，占公司总股本的2.84%。 3、截至本公告披露日，除上述暂缓的股票拍卖事项外，庄小红女士、庄展 1 深圳市中装建设集团股份有限公司 关于实际控制人部分股份被司法拍卖的进展公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 深圳市中装建设集团股份有限公司（以下 ...

| 证券代码：002822 | 中装 证券简称：*ST | 公告编号：2025-124 | | --- | --- | --- | | 债券代码：127033 | 债券简称：中装转2 | | 深圳市中装建设集团股份有限公司 关于实际控制人持股比例变动触及1%整数倍的权益 变动公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 特别提示： 一、本次权益变动情况 经深交所审核同意，公司116,000.00万元可转换公司债券于2021年5月24日起 在深交所挂牌交易，债券简称"中装转2"，债券代码"127033"。 根据有关规定和《深圳市中装建设集团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》"）的约定，公司本次发行的"中 装转2"自2021年10月22日起至债券到期日2027年4月15日止，可转换为本公司股 份。初始转股价格为6.33元/股，当前转股价格为3.79元/股。 1 2025年9月4日至2025年9月12日期间，"中装转2"累计有1,215,210张发生转 股，转股数量为32,043,380股，总股本由888,863,632股 ...

| 证券代码：002822 | 证券简称：*ST 中装 | 公告编号：2025-123 | | --- | --- | --- | | 债券代码：127033 | 债券简称：中装转2 | | 深圳市中装建设集团股份有限公司 关于中装转2即将停止转股的重要提示性公告 bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 重要风险提示： 1、"中装转2"的最后一个转股日：2025年9月18日（星期四）。 公司于 2025 年 8 月 20 日在指定信息披露媒体上发布了《关于法院裁定受理 公司重整暨公司股票交易将被实施退市风险警示的公告》（公告编号：2025-091）， 根据《深圳证券交易所股票上市规则》第 9.4.1 条的相关规定，公司股票交易被 实施退市风险警示(*ST)。若公司重整失败而被法院宣告破产，公司股票将面临 被终止上市的风险。 2025年9月18日收市前，持有"中装转2"的投资者仍可进行转股，为避免 损失，敬请广大投资者注意及时转股。 2025年9月19日 ...

Core Viewpoint - *ST Zhongzhuang has officially begun substantive business cooperation with Kangheng Environment by winning a property service procurement project for Kangheng's global headquarters, marking a significant step in their strategic partnership [1][2]. Group 1: Business Cooperation - *ST Zhongzhuang's subsidiary, Shenzhen Technology Park Property Group, won a bid for a property service project valued at 31.9743 million yuan, indicating a formal start to collaboration with Kangheng Environment [1]. - A comprehensive strategic cooperation agreement was signed between *ST Zhongzhuang and Kangheng Environment, establishing a foundation for long-term development and enhancing the intrinsic value of *ST Zhongzhuang [1][2]. - The project is located in the core area of the Hongqiao International Central Business District in Shanghai and will serve as a benchmark for showcasing digital management capabilities [2]. Group 2: Financial Performance and Growth Potential - *ST Zhongzhuang has been deepening its investment in the property management sector, with increasing revenue and profit contributions from this segment [2]. - The property management sector is viewed as a crucial supplement to the company's future business development, with potential for significant cash flow improvement and innovation in service offerings [2]. Group 3: Environmental and Energy Initiatives - The strategic cooperation includes exploring green electricity supply for AIDC (Artificial Intelligence Data Center) business, aligning with national policies promoting renewable energy [4]. - Kangheng Environment has invested in 90 waste-to-energy projects, processing approximately 120,000 tons of waste daily, which represents 10% of the national total [4]. - The collaboration aims to integrate green electricity supply with AIDC services, creating a unique business model that combines environmental protection, energy, and computing power [4]. Group 4: Restructuring and Investment - Kangheng Environment's involvement in *ST Zhongzhuang's restructuring process began with their selection as a pre-restructuring investor, indicating a deep commitment to the company's turnaround [5]. - The restructuring agreement was signed in March, with the Shenzhen Intermediate People's Court initiating the restructuring process in August [5]. Group 5: Industry Position and Technological Advancements - Kangheng Environment is recognized as the largest provider of waste incineration equipment and technology globally, with a market share exceeding 40% [6]. - The company is advancing technologies such as supercritical waste heat boilers and AI applications in waste incineration, positioning itself at the forefront of the industry [6]. - The collaboration with *ST Zhongzhuang is expected to enhance Kangheng Environment's ability to support the latter's restructuring and long-term value enhancement [6].

Group 1 - The company issued 11.6 million convertible bonds with a total value of 116 million yuan, approved by the China Securities Regulatory Commission on April 16, 2021 [3] - The convertible bonds, named "Zhongzhuang Zhuan 2," were listed on the Shenzhen Stock Exchange starting May 24, 2021 [4] - The company is currently undergoing a restructuring process, with a risk of bankruptcy if the restructuring fails, leading to a potential termination of stock listing [5][8] Group 2 - The last conversion date for "Zhongzhuang Zhuan 2" is September 18, 2025, after which bondholders will lose their conversion rights [5][7] - Bondholders who do not convert by the deadline can file claims as unsecured creditors, but the repayment ratio during restructuring may be low and uncertain [6][7] - A creditors' meeting is scheduled for October 14, 2025, where creditors can participate if they file their claims by September 30, 2025 [6]