登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：003036 证券简称：泰坦股份公告编号：2025-054 债券代码：127096 债券简称：泰坦转债 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： 1、"泰坦转债"将于2025年10月27日按面值支付第二年利息，每10张"泰坦转债"（面值1,000元）利息为 7.00元（含税） 第四年1.70%、第五年2.50%、第六年3.00% 浙江泰坦股份有限公司 关于可转换公司债券2025年付息公告 6、"泰坦转债"本次付息的债权登记日为2025年10月24日，凡在2025年10月24日（含）前买入并持有本 期债券的投资者享有本次派发的利息；2025年10月24日卖出本期债券的投资者不享有本次派发的利息 7、下一付息期起息日：2025年10月25日 经中国证券监督管理委员会证监许可〔2022〕2866号文核准，浙江泰坦股份有限公司（以下简称"公 司"）于2023年10月25日向不特定对象发行295.50万张可转换公司债券，根据公司《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 ...

| 证券代码：003036 | 证券简称：泰坦股份 | 公告编号：2025-054 | | --- | --- | --- | | 债券代码：127096 | 债券简称：泰坦转债 | | 浙江泰坦股份有限公司 关于可转换公司债券 2025 年付息公告 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： 1、"泰坦转债"将于 2025 年 10 月 27 日按面值支付第二年利息，每 10 张 "泰坦转债"（面值 1,000 元）利息为 7.00 元（含税） 2、债权登记日：2025 年 10 月 24 日 3、除息日：2025 年 10 月 27 日 4、付息日：2025 年 10 月 27 日 5、"泰坦转债"票面利率：第一年 0.50%、第二年 0.70%、第三年 1.00%、 第四年 1.70%、第五年 2.50%、第六年 3.00% 6、"泰坦转债"本次付息的债权登记日为 2025 年 10 月 24 日，凡在 2025 年 10 月 24 日（含）前买入并持有本期债券的投资者享有本次派发的利息；2025 年 10 月 24 日卖出本期债券的投资 ...

Core Viewpoint - The continuous rainy weather in the Huanghuai region is significantly impacting the autumn harvest and winter wheat planting, prompting insurance companies to implement measures to facilitate claims and support farmers [1][3]. Group 1: Impact of Weather on Agriculture - The Huanghuai region has experienced multiple rounds of continuous rainfall this year, leading to higher precipitation levels compared to previous years, which poses challenges for timely harvesting and planting [3]. - The persistent rain has resulted in noticeable yield reductions in certain areas, particularly in Henan and Puyang, where insurance companies are actively engaging in claims assessments [4]. Group 2: Insurance Companies' Response - Major insurance companies like PICC, Ping An, and Taikang are opening green channels and simplifying claims processes to expedite compensation for farmers affected by the weather [1][3]. - Insurance institutions are utilizing technology such as drones and satellite remote sensing to enhance the efficiency of loss assessments and to establish scientific loss determination rules [4][8]. Group 3: Challenges in Claims Assessment - The claims assessment process faces significant challenges due to the unique nature of continuous rain, the widespread and dispersed nature of the affected areas, and the complexity of loss evaluations [7]. - The gradual and hidden damage caused by continuous rain complicates the quantification of losses, making it difficult to distinguish between natural yield reductions and weather-related damages [7]. Group 4: Technological Integration and Data Construction - Insurance companies are encouraged to strengthen technological integration by utilizing drones and satellites for loss assessments and developing weather index insurance to reduce the need for on-site evaluations [8]. - There is a call for enhanced data construction, including the development of agricultural risk models that integrate meteorological and crop yield data to create precise agricultural risk maps and loss assessment models [8].

| 证券代码：003036 | 证券简称：泰坦股份 | 公告编号：2025-053 | | --- | --- | --- | | 债券代码：127096 | 债券简称：泰坦转债 | | 浙江泰坦股份有限公司 关于 2025 年第三季度可转换公司债券转股情况公告 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： 1、累计转股情况：浙江泰坦股份有限公司可转换公司债券（以下简称"泰 坦转债"）于 2024 年 5 月 6 日开始转股，截至 2025 年 9 月 30 日，累计共有 3,550,600.00 元"泰坦转债"转为公司股份，因转股形成的股份数量为 267,121 股，占"泰坦转债"转股前公司已发行股份总额的 0.124%。 2、未转股可转债情况：截至 2025 年 9 月 30 日，尚未转股的"泰坦转债" 金额为 291,949,400.00 元，占"泰坦转债"发行总额的 99.80%。 3、本季度转股情况：2025 年 7 月 1 日至 2025 年 9 月 30 日期间，"泰坦转 债"因转股减少 29,899 张（2,989,900.00 ...

New Stock Issuance - YouSheng Co., Ltd. (Securities Code: 732418) issued shares at a price of 46.36 RMB on September 12, 2025[1] - *ST Tianmao (Securities Code: 000627) has a cash option declaration period from September 15 to September 19, 2025[1] - *ST Zitian (Securities Code: 300280) enters the delisting arrangement period starting September 15, 2025[1] Trading Alerts - Hangke Technology (Securities Code: 688006) reported severe abnormal fluctuations on September 11, 2025[1] - Shanghai Electric Power (Securities Code: 600021) had a trading volume of 8,487 on September 10, 2025[1] - Tianji Co., Ltd. (Securities Code: 002759) reported a trading volume of 8,705 on September 10, 2025[1] Abnormal Fluctuations - ST Lingnan (Securities Code: 002717) reported a trading volume of 7,965 on September 10, 2025[3] - ST Huaxi (Securities Code: 002630) reported a trading volume of 9,579 on September 11, 2025[3] - ST Jianye (Securities Code: 600381) reported a trading volume of 5,420 on September 3, 2025[3]

Summary of Key Points Core Viewpoint - Titan Co., Ltd. experienced a decline of 5.64% in its stock price, with a trading volume of 2.94 billion yuan and a turnover rate of 7.51% on the day of reporting [2]. Trading Activity - The stock was listed on the Dragon and Tiger List due to a price deviation of -8.18%, with institutional investors net selling 17.92 million yuan [2]. - The top five trading departments accounted for a total transaction volume of 85.51 million yuan, with a net selling amount of 9.10 million yuan [2]. - Among the trading departments, three institutional special seats were involved, with a total buying amount of 8.32 million yuan and a selling amount of 26.23 million yuan, resulting in a net sell of 17.92 million yuan [2]. Historical Performance - Over the past six months, Titan Co., Ltd. has appeared on the Dragon and Tiger List six times, with an average price drop of 4.21% the day after being listed and an average decline of 8.25% in the following five days [2]. Capital Flow - On the reporting day, the stock saw a net inflow of 6.28 million yuan from major funds, including a net inflow of 2.85 million yuan from large orders [2]. - In the past five days, the net inflow of major funds amounted to 35.92 million yuan [2].

Market Overview - The convertible bond market showed positive performance with the Zhongzheng Convertible Bond Index rising by 1.23% to 480.25, with a total trading volume of 76.871 billion [1] - A total of 437 convertible bonds were traded, with 409 increasing in value, 1 remaining flat, and 27 declining [1] Top Performing Convertible Bonds - The top five performing convertible bonds included: - Fushi Convertible Bond (123217) with a rise of 20.0% - Jing 23 Convertible Bond (113669) also up by 20.0% - Jiazhe Convertible Bond (113039) increasing by 17.69% - Chongda Convertible Bond 2 (128131) up by 14.01% - Outong Convertible Bond (not specified) rising by 11.67% [2] Underperforming Convertible Bonds - The five convertible bonds with the largest declines were: - Kaizhong Convertible Bond (113698) down by 3.29% - Yaoshi Convertible Bond (123145) decreasing by 2.92% - Titan Convertible Bond (127096) falling by 2.69% - Huicheng Convertible Bond (not specified) down by 2.04% [2] Corresponding Stock Performance - Among the stocks corresponding to the convertible bonds, 352 stocks rose, 16 remained flat, and 69 declined [1] - The top five performing stocks included: - Si Hui Fushi (300852) with a rise of 19.99% - Jingke Technology (601778) increasing by 10.05% - Chongda Technology (002815) up by 10.01% - Luxshare Precision (not specified) rising by 10.00% - Jingwang Electronics (not specified) also up by 10.00% [4] Declining Stocks - The stocks with the largest declines included: - Titan Shares (not specified) down by 5.64% - Huahai Pharmaceutical (not specified) decreasing by 4.26% - Nenghui Technology (not specified) down by 3.88% - Shouhua Gas (not specified) falling by 2.99% - Shandong Zhanggu (not specified) down by 2.98% [5]

Group 1 - Dematech won a 900 million yuan overseas smart logistics project from a well-known e-commerce giant in Latin America, focusing on intelligent logistics cross-belt sorting systems and related services [1] - Kang En Bei received approval for the registration of short-term financing bonds and medium-term notes, with a total registration amount of 1 billion yuan, valid for two years [1][2] - Zhi Xiang Jin Tai's GR1803 injection for systemic lupus erythematosus clinical trial has been approved by the National Medical Products Administration [2] Group 2 - Jin Da Wei's subsidiary received approval for a veterinary drug product, pyridone, valid from September 3, 2025, to September 2, 2030 [4] - Fu Li Wang's subsidiary plans to invest 500 million yuan in a high-end wire material project, focusing on high-strength prestressed steel strands for various applications [5] - He Li Biological's subsidiary's Class III medical device registration application has been accepted, focusing on natural bone repair materials [12] Group 3 - Lin Yang Energy won a 244 million yuan metering equipment project from Southern Power Grid, expected to positively impact its 2025 and 2026 performance [20] - Sanxia Water plans to absorb its wholly-owned subsidiary, Chongqing Changdian United Energy, with all assets and liabilities to be inherited by Sanxia Water [13] - Tian Cheng Technology canceled the use of 91 million yuan of raised funds for permanent working capital, ensuring no impact on the normal operation of investment projects [24] Group 4 - Baosteel received approval to publicly issue bonds totaling 20 billion yuan to professional investors, valid for 24 months [52] - Tian Kang Biological reported a 10.15% year-on-year increase in pig sales in August, with a total of 263,800 pigs sold [53] - Xinjiang Construction won multiple major projects totaling 4.506 billion yuan, including a 2.4 billion yuan photovoltaic hydrogen synthesis project [18]

Core Viewpoint - Titan Co., Ltd. experienced a decline of 4.50% in its stock price, with a trading volume of 4.89 billion yuan and a fluctuation of 17.49% on the day of reporting [2] Trading Activity - The stock had a turnover rate of 11.64%, indicating significant trading activity [2] - Institutional investors net sold 1.8833 million yuan, while total net selling from brokerage seats reached 37.1407 million yuan [2] - The top five trading departments accounted for a total transaction volume of 1.50 billion yuan, with buying amounting to 55.7143 million yuan and selling at 94.7383 million yuan, resulting in a net selling of 39.024 million yuan [2] Institutional Participation - Three institutional specialized seats were involved in trading, with total buying of 28.2329 million yuan and selling of 30.1162 million yuan, leading to a net selling of 1.8833 million yuan [2] - Over the past six months, the stock has appeared on the trading list five times, with an average price drop of 3.85% the day after being listed and an average decline of 7.55% over the following five days [2] Capital Flow - The stock saw a net outflow of 54.9728 million yuan in principal funds, with large orders contributing to a net outflow of 21.8274 million yuan and 33.1454 million yuan respectively [2] - In the last five days, the stock experienced a net inflow of 40.3605 million yuan [2]

Core Viewpoint - Titan Co., Ltd. experienced a decline of 4.50% in its stock price, with a trading volume of 4.89 billion yuan and a volatility of 17.49% on the day of reporting [1] Trading Activity - The stock had a turnover rate of 11.64%, with institutional investors net selling 1.88 million yuan and total net selling from brokerage seats amounting to 37.14 million yuan [1] - The top five brokerage seats accounted for a total transaction volume of 150 million yuan, with buying transactions totaling 55.71 million yuan and selling transactions totaling 94.73 million yuan, resulting in a net selling of 39.02 million yuan [1] Institutional Participation - Among the brokerage seats, three institutional specialized seats were involved, with total buying amounting to 28.23 million yuan and selling amounting to 30.12 million yuan, leading to a net selling of 1.88 million yuan [1] - Over the past six months, the stock has appeared on the trading leaderboard five times, with an average price drop of 3.85% the day after being listed and an average decline of 7.55% over the following five days [1] Capital Flow - The stock saw a net outflow of 54.97 million yuan in principal funds, with a significant outflow of 21.83 million yuan from large orders and 33.15 million yuan from major orders [1] - In the last five days, the stock experienced a net inflow of 40.36 million yuan in principal funds [1]