| 证券代码：300151 | 证券简称：昌红科技 | 公告编号：2026-007 | | --- | --- | --- | | 债券代码：123109 | 债券简称：昌红转债 | | 深圳市昌红科技股份有限公司 关于 2026 年第一季度可转债转股情况的公告 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、"昌红转债"（债券代码: 123109）转股期为 2021 年 10 月 8 日至 2027 年 3 月 31 日；初始转股价格为 28.26 元/股，最新转股价格为 26.72 元/股。 根据《深圳证券交易所创业板股票上市规则》和《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，深圳市昌红科技股份 有限公司（以下简称"公司"）现将 2026 年第一季度可转换公司债券（以下简称"昌 红转债"或"可转债"）转股及公司总股本变化情况公告如下： 一、可转换公司债券基本情况 （一）可转换公司债券发行情况 经中国证券监督管理委员会出具的《关于同意深圳市昌红科技股份有限公司 向不特定对象发行可转换公司债券注册的批复》（ ...

| 证券代码: | 300151 | 证券简称：昌红科技 | 公告编号：2026-005 | | --- | --- | --- | --- | | 债券代码: | 123109 | 债券简称: 昌红转债 | | 深圳市昌红科技股份有限公司 关于可转换公司债券 2026 年付息的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示 1、"昌红转债"（债券代码：123109）将于 2026 年 4 月 1 日按面值支付第五 年利息，每 10 张"昌红转债"（面值 1,000.00 元）利息为 25.00 元（含税）。 2、债权登记日：2026 年 3 月 31 日 3、除息日：2026 年 4 月 1 日 4、付息日：2026 年 4 月 1 日 5、本次付息期间及票面利率：计息期间为 2025 年 4 月 1 日至 2026 年 3 月 31 日，票面利率为 2.50%。 6、"昌红转债"本次付息的债权登记日为 2026 年 3 月 31 日，截至 2026 年 3 月 31 日下午深圳证券交易所收市后，在中国证券登记结算有限责任公司深圳分 公司（以 ...

Core Insights - The automotive cold stamping die industry is crucial for vehicle manufacturing, playing a key role in new model development, production efficiency, and industrial upgrades [1][4] - China's automotive industry has rapidly developed since the reform and opening up, becoming the world's largest automobile producer and new car consumer market [4][5] - By 2025, China's automotive production and sales are expected to reach 34.53 million and 34.40 million units, respectively, setting new historical records [5] Industry Overview - Automotive dies are essential tools used in various manufacturing processes, with cold stamping dies specifically used for producing car body components [2][4] - The automotive cold stamping die market is projected to grow significantly, with a market size of 53.77 billion yuan by 2025 and 57.34 billion yuan by 2026 [5] Industry Development Status - The rapid growth of the automotive industry in China has created vast opportunities for die design and manufacturing [4][5] - The quality of stamping dies directly impacts the quality of finished vehicles, making them a critical component in the automotive supply chain [5] Industry Chain - The upstream of the cold stamping die industry includes raw materials like die steel and production equipment such as CNC machines and stamping machines [6] - The downstream involves automotive manufacturing companies that require a deep understanding of market demand and production processes [6] Competitive Landscape - The domestic cold stamping die industry includes key players such as Tianjin Automotive Die Co., Ltd., FAW Die Manufacturing Co., Ltd., and Ningbo Zhenyu Technology Co., Ltd. [9][10] - Tianjin Automotive Die is recognized as a leading supplier with comprehensive service capabilities, achieving significant revenue in the first half of 2025 [10] Future Development Prospects - The demand for automotive dies is expected to increase due to the rapid turnover of vehicle models and the shortening of development cycles [11] - The industry is poised for growth, driven by the need for new models and upgrades, although it faces challenges and competition [11]

Core Viewpoint - Changhong Technology (300151) is experiencing fluctuations in financing and stock prices, with recent financial data indicating a decline in revenue and net profit, despite a recent uptick in stock performance [1][3]. Group 1: Financing and Stock Performance - As of February 11, 2026, the financing and securities balance for Changhong Technology was 539 million yuan, down 0.37% from the previous day, with a net sell of 1.9988 million yuan in financing and 200 shares in securities [1]. - On February 12, 2026, the stock price showed a slight increase of 0.41%, closing at 17.20 yuan, following a recent trend of price fluctuations [1]. - Over the past week (February 9 to 13, 2026), the stock price increased by 7.11%, with a daily high of 5.07% on February 9, closing at 17.00 yuan, and reaching 17.33 yuan on February 13, up 0.76% [2]. Group 2: Financial Performance - The financial report released on February 12, 2026, indicated that for the first nine months of 2025, Changhong Technology's revenue was 743 million yuan, a year-on-year decrease of 4.95%, while the net profit attributable to shareholders was 48.4626 million yuan, down 40.47% year-on-year [3]. - The main business segments include smart manufacturing products, accounting for 66.94%, and medical devices and consumables, accounting for 25.87% [3]. - Despite the recent stock price increase, the financial data suggests that the company's short-term performance is under pressure [3].

Group 1 - The company emphasizes the importance of communication and engagement with investors [1] - The company is committed to solidifying its core business while ensuring stable operations [1] - The company plans to enhance investor communication efforts, diversify communication methods, and strengthen its promotional activities to showcase its operational status and growth potential [1]

Core Viewpoint - Changhong Technology emphasizes its core competitiveness in high-end medical consumables and semiconductor fields, focusing on precision mold design, large-scale automated manufacturing, and high-purity material application [2] Group 1: Core Competencies - The company's core competencies are rooted in high-precision mold design capabilities, large-scale and automated manufacturing capabilities, and the comprehensive accumulation of high-purity material application [2] - The company has prioritized technological accumulation since its establishment, continuously expanding the application of precision processing manufacturing into high-quality and high-precision industries [2] Group 2: Industry Requirements - High-end medical consumables and semiconductor industries demand extremely high precision, consistency, and stability in polymer plastic products [2] - Precision mold design capability and stable large-scale production and automation levels are key to achieving product quality and delivery capabilities [2] Group 3: Strategic Collaborations - The company places significant emphasis on material application research and has established strategic partnerships with several domestic material suppliers for joint development [2] - These collaborations aim to continuously enhance product performance and strengthen supply chain stability [2] Group 4: Product Development - Multiple products are currently undergoing customer validation, with further progress to be disclosed in future company communications [2]

Core Viewpoint - Changhong Technology emphasizes the accuracy and completeness of its periodic reports, asserting no false records or misleading statements exist, and projects a revenue of 743 million yuan for the first three quarters of 2025 [2] Group 1: Financial Performance - The company achieved a revenue of 129 million yuan from medical devices and consumables in the first half of 2025, with a gross margin of 35.64% [2] - The total revenue for the first three quarters of 2025 is projected to be 743 million yuan [2] Group 2: Market Position - Changhong Technology supplies high polymer consumables such as reaction cups and Tip heads to domestic and global IVD giants, with an annual supply quantity exceeding 1 billion units [2]

Group 1 - The company, Changhong Technology, has completed the main construction of its high-end medical equipment and consumables base in South China, with some cleanroom renovations nearing completion and production equipment being installed and debugged [1] - The headquarters renovation and upgrade project has seen the completion of the dormitory main structure and renovations, making it ready for occupancy [1] - The renovation of the old factory within the headquarters upgrade project has also been completed, with office renovations currently underway [1] - In Vietnam, the CN11 factory construction project has one building and one comprehensive building completed, with internal renovations ongoing and some production equipment already moved in [1]

Core Viewpoint - The company provided updates on the progress of several construction projects, indicating significant advancements in their development timelines [1]. Group 1: Project Updates - The high-end medical equipment and consumables base in South China has completed the main construction, with cleanroom renovations nearing completion and some production equipment already moved in for simultaneous debugging [1]. - The headquarters renovation and upgrade project has fully completed the dormitory construction and renovations, making it ready for occupancy [1]. - The old factory renovation within the headquarters upgrade project has completed the main construction, and the focus is now on office renovations [1]. - The Vietnam CN11 factory construction has completed one building and one comprehensive building, with internal renovations ongoing and some production equipment already moved in [1].

Group 1 - Changhong Technology announced an investor research meeting scheduled for January 20, 2026, from 14:30 to 16:00 [1] - The meeting will be attended by key executives including Chairman and General Manager Li Huanchang, Vice General Manager and Board Secretary Liu Li, and Securities Affairs Representative Chen Xiaofen [1]