| 证券代码：300224 | 证券简称：正海磁材 公告编号：2025-18-28 | | --- | --- | | 债券代码：123169 | 债券简称：正海转债 | 烟台正海磁性材料股份有限公司 关于正海转债即将停止转股暨 赎回前最后一个交易日的重要提示性公告 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。 重要内容提示： 1、最后转股日：2025 年 9 月 19 日 2025 年 9 月 19 日收市前，持有"正海转债"的投资者仍可进行转股，2025 年 9 月 19 日收市后，未实施转股的"正海转债"将停止转股，剩余可转债将按 照 100.50 元/张的价格被强制赎回。若被强制赎回，投资者可能面临投资损失。 截至 2025 年 9 月 18 日收市后，距离 2025 年 9 月 22 日（"正海转债"停 止转股日）仅剩 1 个交易日。 2、债券持有人若转股，需开通创业板交易权限。投资者不符合创业板股票 适当性管理要求的，不能将所持"正海转债"转换为股票，特提请投资者关注不 能转股的风险。 3、特提醒"正海转债"持有人注意在限期内转股。 特别提示： ...

Market Overview - On September 17, the metal new materials sector rose by 1.95%, with Huitong New Materials leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Top Performers - Huitong New Materials (Code: 833751) closed at 25.15, up 7.16% with a trading volume of 47,400 shares and a transaction value of 116 million [1] - Jinli Permanent Magnet (Code: 300748) closed at 37.90, up 6.49% with a trading volume of 928,700 shares and a transaction value of 344.3 million [1] - Tunan Co., Ltd. (Code: 300855) closed at 28.49, up 4.63% with a trading volume of 83,600 shares and a transaction value of 235 million [1] Underperformers - Shenzhen New Star (Code: 603978) closed at 20.51, down 3.93% with a trading volume of 161,500 shares [2] - Youyan Powder Materials (Code: 688456) closed at 51.93, down 3.83% with a trading volume of 38,200 shares [2] - Zhongzhou Special Materials (Code: 300963) closed at 18.36, down 1.98% with a trading volume of 115,100 shares [2] Capital Flow - The metal new materials sector saw a net inflow of 287 million from institutional investors, while retail investors experienced a net outflow of 234 million [2][3] - Major stocks like Jinli Permanent Magnet and Boweitai Gold saw significant net inflows from institutional investors, indicating strong institutional interest [3] Summary of Individual Stock Performance - Jinli Permanent Magnet had a net inflow of 221 million from institutional investors, while retail investors saw a net outflow of 174 million [3] - Boweitai Gold had a net inflow of 46.73 million from institutional investors, with retail investors experiencing a net outflow of 1.94 million [3] - Zhenghai Magnetic Materials had a net inflow of 45.98 million from institutional investors, while retail investors saw a net outflow of 4.52 million [3]

1、最后转股日：2025 年 9 月 19 日 2025 年 9 月 19 日收市前，持有"正海转债"的投资者仍可进行转股，2025 年 9 月 19 日收市后，未实施转股的"正海转债"将停止转股，剩余可转债将按 照 100.50 元/张的价格被强制赎回。若被强制赎回，投资者可能面临投资损失。 截至 2025 年 9 月 17 日收市后，距离 2025 年 9 月 22 日（"正海转债"停 止转股日）仅剩 2 个交易日。 2、债券持有人若转股，需开通创业板交易权限。投资者不符合创业板股票 适当性管理要求的，不能将所持"正海转债"转换为股票，特提请投资者关注不 能转股的风险。 | 证券代码：300224 | 证券简称：正海磁材 公告编号：2025-18-27 | | --- | --- | | 债券代码：123169 | 债券简称：正海转债 | 烟台正海磁性材料股份有限公司 关于正海转债赎回实施暨即将停止转股的重要提示性公告 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。 重要内容提示： 8、投资者赎回款到账日：2025 年 9 月 29 日 3、特提醒"正海转 ...

| 证券代码：300224 | 证券简称：正海磁材 公告编号：2025-18-26 | | --- | --- | | 债券代码：123169 | 债券简称：正海转债 | 重要内容提示： 1、最后转股日：2025 年 9 月 19 日 2025 年 9 月 19 日收市前，持有"正海转债"的投资者仍可进行转股，2025 年 9 月 19 日收市后，未实施转股的"正海转债"将停止转股，剩余可转债将按 照 100.50 元/张的价格被强制赎回。若被强制赎回，投资者可能面临投资损失。 截至 2025 年 9 月 16 日收市后，距离 2025 年 9 月 22 日（"正海转债"停 止转股日）仅剩 3 个交易日。 烟台正海磁性材料股份有限公司 关于正海转债赎回实施暨即将停止转股的重要提示性公告 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。 2、债券持有人若转股，需开通创业板交易权限。投资者不符合创业板股票 适当性管理要求的，不能将所持"正海转债"转换为股票，特提请投资者关注不 能转股的风险。 3、特提醒"正海转债"持有人注意在限期内转股。 特别提示： 1、"正海转债 ...

Market Overview - On September 16, A-shares opened slightly higher with the Shanghai Composite Index up 0.14% at 3865.98 points, the Shenzhen Component Index up 0.09% at 13017.58 points, and the ChiNext Index up 0.2% at 3072.3 points [1] - The market focus included stocks like Shoukai Co., which opened up 1.65% after a significant price increase, and other sectors such as gold and real estate showing strong performance [1] Company News - CATL announced that its sodium-ion battery has passed the new national standard certification, making it the first globally certified sodium-ion battery for passenger vehicles [2] - Shoukai Co. experienced a significant stock price fluctuation, with a cumulative increase of 100% over a short period, indicating abnormal trading activity [2] - Shanghai Construction Group reported an increase in gold mine resources, valued at approximately 4.27 billion RMB, although this has minimal impact on the company's overall revenue [2] - New Dazheng is planning a major asset restructuring involving the acquisition of at least 51% of Jiaxin Liheng Facility Management [3] - Jiugui Liquor's collaboration with a partner has led to strong sales of a new product, with plans to accelerate the development of innovative alcoholic beverages [3] - Longpan Technology signed a procurement agreement with CATL for lithium iron phosphate cathode materials, with total sales expected to exceed 6 billion RMB [3] - Dingtong Technology plans to invest up to 15 million USD in Vietnam for the development of high-speed communication connectors and other products [3] - Borui Pharmaceutical received approval for clinical trials of a new drug targeting obesity, marking a significant milestone in its product development [3] Stock Movements - Siwu Fushi's major shareholder reduced their stake by approximately 0.94%, bringing their total holding down to 64.8% [4] - Junsheng Electronics secured projects with major automotive brands, with a total lifecycle order value estimated at around 15 billion RMB [4] Investment Opportunities - Crystal Morning plans to acquire 100% of Chip Micro Semiconductor for 316 million RMB, focusing on IoT and automotive applications [5] - Nanfeng Co. is in the early stages of a 3D printing service project, with an initial investment of 50 million RMB [5] - Zhenghai Magnetic Materials' convertible bonds will cease trading after September 16, with a forced redemption price set at 100.50 RMB per bond [5] Regulatory Updates - ST Suwu's stock price fell below 1 RMB, risking delisting if it remains below this threshold for 20 consecutive trading days [6] Industry Trends - Keli Yuan plans to accelerate the construction of energy storage projects in various regions, aiming for at least 4 GWh of new projects by the end of 2025 [7] - The electronic industry is seeing a shift towards advanced packaging and thermal management solutions, driven by the demands of AI and data centers [11] - The new policies from the National Development and Reform Commission and the National Energy Administration are expected to boost the growth of energy storage and wind power projects [19]

Group 1 - The Chinese Ministry of Commerce announced a basic framework consensus with the U.S. to resolve the TikTok issue and promote economic cooperation [2] - Nvidia is under further investigation for violating China's antitrust laws related to its acquisition of Mellanox Technologies [3] - The State Administration of Foreign Exchange released new measures to facilitate foreign investment and improve cross-border financing [4] Group 2 - The National Bureau of Statistics reported that the real estate market is stabilizing, with a narrowing decline in sales and prices over the first eight months of the year [8] - Multiple automotive companies, including Dongfeng and BYD, have committed to a new payment standard to enhance collaboration within the industry [9] - The U.S. is pressuring allies to impose tariffs on China based on its purchase of Russian oil, which China strongly opposes [7] Group 3 - Elon Musk disclosed a $1 billion purchase of Tesla shares, boosting investor confidence and the company's stock price [13] - Recent rumors about the collapse of gold merchants in Shenzhen were found to be exaggerated, with many businesses still operating normally [14] - Several new energy vehicle companies, including Neta and WM Motor, are attempting to revive operations after previous shutdowns [15] Group 4 - The energy storage industry is experiencing significant growth due to favorable policies and increased demand [16] - The semiconductor market is seeing a new wave of price increases, benefiting several related stocks [16] - The A-share market showed mixed performance, with the Shanghai Composite Index closing at 3860.50 points, down 0.26% [16][17]

| 证券代码：300224 | 证券简称：正海磁材 | 公告编号：2025-18-25 | | --- | --- | --- | | 债券代码：123169 | 债券简称：正海转债 | | 烟台正海磁性材料股份有限公司 关于正海转债赎回实施暨即将停止交易的重要提示性公告 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。 重要内容提示： 1、最后交易日：2025 年 9 月 16 日 2025 年 9 月 16 日为"正海转债"最后一个交易日；当日"正海转债"简称 为"Z 海转债"；2025 年 9 月 16 日收市后"正海转债"将停止交易。 2、最后转股日：2025 年 9 月 19 日 特别提示： 1、"正海转债"赎回价格：100.50 元/张（含当期应计利息，当期年利率为 0.60%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任公司 深圳分公司（以下简称"中国结算"）核准的价格为准。 2、赎回条件满足日：2025 年 8 月 22 日 3、停止交易日：2025 年 9 月 17 日 4、赎回登记日：2025 年 9 月 19 日 1 5、赎 ...

关于正海转债赎回实施暨即将停止交易的重要提示性公告 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。 重要内容提示： 1、最后交易日：2025 年 9 月 16 日 | 证券代码：300224 | 证券简称：正海磁材 公告编号：2025-18-24 | | --- | --- | | 债券代码：123169 | 债券简称：正海转债 | 烟台正海磁性材料股份有限公司 2025 年 9 月 16 日为"正海转债"最后一个交易日；当日"正海转债"简称 为"Z 海转债"；2025 年 9 月 16 日收市后"正海转债"将停止交易。 2、最后转股日：2025 年 9 月 19 日 2025 年 9 月 19 日收市前，持有"正海转债"的投资者仍可进行转股，2025 年 9 月 19 日收市后，未实施转股的"正海转债"将停止转股，剩余可转债将按 照 100.50 元/张的价格被强制赎回。若被强制赎回，投资者可能面临投资损失。 截至 2025 年 9 月 12 日收市后，距离 2025 年 9 月 17 日（"正海转债"停 止交易日）仅剩 2 个交易日；距离 2025 年 9 ...

公司董事、副总裁史丙强先生拟自本公告披露之日起15个交易日后的三个月内（窗口期不减持）以集中 竞价或大宗交易的方式减持本公司股份不超过64,915股（占公司总股本比例0.0071%，占剔除公司回购 专用账户股份后的总股本比例0.0071%）。 格隆汇9月11日丨正海磁材(300224.SZ)公布，公司董事、副总裁、财务总监兼董事会秘书高波女士拟自 本公告披露之日起15个交易日后的三个月内（窗口期不减持）以集中竞价或大宗交易的方式减持本公司 股份不超过297,973股（占公司总股本比例0.0326%，占剔除公司回购专用账户股份后的总股本比例 0.0328%）。 ...

Core Viewpoint - On September 11, a total of 26 A-share listed companies disclosed their shareholding reduction plans, indicating a trend of insider selling in the market [1][2]. Group 1: Company Buybacks - Baicheng Pharmaceutical's controlling shareholder adjusted the upper limit of its buyback plan to no more than 80 yuan per share [2]. Group 2: Company Reductions - Notable companies with planned reductions include: - Zhenghai Magnetic Materials: Directors Gao Bo and Shi Bingqiang plan to reduce their holdings [2]. - Youkede: The actual controller intends to transfer 5.13% of the company's shares at 19.74 yuan per share [2]. - Xinjun Network: Shanghai Senxiao Investment Center reduced its holdings by 1.6271 million shares [2]. - Haige Communication: Shareholder Yang Haizhou plans to reduce holdings by up to 3.5 million shares [2]. - Mind Electronics: Shareholder New大陆 plans to reduce holdings by no more than 1.2% of the company's shares [2]. - Tuoer Si: Shareholder plans to reduce holdings by no more than 0.5% of the company's shares [2]. - Youfang Technology: Some directors and supervisors plan to reduce holdings by no more than 1.3185% of the company's shares [2]. - Juguang Technology: Shareholder Yan Suibin's reduction plan has been completed [2]. - Zhiyuan New Energy: Controlling shareholder's concerted actor Wang Ran plans to reduce holdings by no more than 3% of the company's shares [2]. - Huatai Medical: Vice Chairman Cheng Zhenghui reduced holdings by 2.8203 million shares between September 3 and September 11 [2]. - Shanhaishan: Shareholders Dajiankang and Director Ren Yingxiang plan to reduce holdings by up to 4.08% of the company's shares [2]. - Wanxun Control: Shareholder Zunwei Trading plans to reduce holdings by no more than 2.5 million shares [2]. - Maijie Technology: Shareholder Zhang Meirong plans to reduce holdings by no more than 1% of the company's shares [2]. - Yinghuate: Shareholder Xie Lichuang plans to reduce holdings by no more than 1% of the company's shares [2]. - Jinpu Garden: Shareholder plans to reduce holdings by no more than 4.58% of the company's shares [2]. - Wenzhou Hongfeng: Controlling shareholder Chen Xiao plans to reduce holdings by no more than 12.5 million shares [2]. - Futec Technology: Shareholder Changjiang Weilai Industrial Fund plans to reduce holdings by no more than 3% of the company's shares [2]. - Huahai Chengke: Shareholder Yang Senmao plans to reduce holdings by no more than 3% of the company's shares [2]. - Yizhiming: Actual controller and concerted actors plan to reduce holdings by no more than 7.27 million shares [2]. - Zhongke Environmental Protection: Shareholder plans to reduce holdings by 1.2% of the company's shares [2]. - Zhongwen Online: Shareholder plans to reduce holdings by no more than 2% of the company's shares [2]. - Bidetech: Director and Deputy General Manager He Ming plans to reduce holdings by no more than 0.0466% of the company's shares [2]. - Jihua Group: Director and Vice Chairman Yang Quanming plans to reduce holdings by no more than 0.3% of the company's shares [2]. - Shengke Communication: National Integrated Circuit Industry Investment Fund has reduced holdings by 4.1 million shares [2]. - Suqian Liansheng: Fangyuan Zhihui plans to reduce holdings by no more than 3% of the company's shares [2]. - Jifeng Co., Ltd.: Shareholder Yu Wanli plans to reduce holdings by no more than 2% of the company's total share capital [2].