Group 1 - The report highlights the top ten convertible bonds for October, emphasizing companies like Zhengfan Technology, Wentai Technology, and Huanxu Electronics, which are positioned for growth in their respective sectors [1][2][57]. - Zhengfan Technology's non-equipment business is a key driver of its continuous performance growth, focusing on high-tech industries such as integrated circuits and biopharmaceuticals [8][9]. - Wentai Technology is recognized as a global leader in automotive semiconductors, with a strong focus on high ASP products that support its future growth [38][39]. Group 2 - Huanxu Electronics provides comprehensive manufacturing services for electronic products, with a strong presence in cloud computing and data centers, indicating robust demand in these sectors [46][48]. - The report suggests that the "反内卷" (anti-involution) trend may create opportunities for midstream sectors like new energy and steel, which could see price recoveries [2][58]. - The report anticipates that the inflow of fixed-income funds into the convertible bond market will continue, supporting valuations and reducing the likelihood of significant declines in October [2][58]. Group 3 - The report identifies specific convertible bonds to watch, including those from companies like TianNeng Heavy Industry, which is a domestic leader in wind power tower manufacturing, and is expected to benefit from increasing demand in the renewable energy sector [42][43]. - The agricultural chemical sector is highlighted through Hebang Biological, which is experiencing improved profitability due to favorable supply-demand dynamics in glyphosate products [24][27]. - The report also notes that companies like Youfa Group are poised to benefit from the new round of supply-side reforms, enhancing their national and international market presence [19][20].

Company Overview - Deepin Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on December 25, 2000. The company went public on May 16, 2018. Its main business involves information security, with revenue composition as follows: 47.68% from network security, 46.36% from cloud computing and IT infrastructure, and 5.96% from basic networking and IoT [1]. Stock Performance - As of September 26, Deepin's stock price decreased by 2.15%, trading at 120.80 CNY per share, with a total market capitalization of 50.964 billion CNY. The stock has increased by 110.68% year-to-date, with a 1.40% increase over the last five trading days, a 6.72% decrease over the last 20 days, and a 35.23% increase over the last 60 days [1]. - The company has seen a net outflow of 7.7519 million CNY in principal funds, with significant buying and selling activity from large orders [1]. Financial Performance - For the first half of 2025, Deepin reported a revenue of 3.009 billion CNY, representing a year-on-year growth of 11.16%. However, the net profit attributable to shareholders was -228 million CNY, which is a 61.54% increase compared to the previous period [2]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 14.04% to 27,600, with an average of 10,081 circulating shares per person, an increase of 16.35% [2]. - The company has distributed a total of 297 million CNY in dividends since its A-share listing, with 47.074 million CNY distributed over the last three years [3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder with 13.4141 million shares, a decrease of 2.6082 million shares from the previous period. Other notable shareholders include Wanjiayouxuan and E Fund's ChiNext ETF, with varying changes in their holdings [3].

Group 1 - The core point of the news is that 深信服科技股份有限公司 (Deepin Technology Co., Ltd.) experienced a stock price increase of 5.02%, reaching 126.05 CNY per share, with a trading volume of 569 million CNY and a turnover rate of 1.65%, resulting in a total market capitalization of 53.178 billion CNY [1] - The company, founded on December 25, 2000, and listed on May 16, 2018, is primarily engaged in information security, with its revenue composition being 47.68% from network security, 46.36% from cloud computing and IT infrastructure, and 5.96% from basic networking and IoT [1] Group 2 - From the perspective of fund holdings, 太平基金 (Taiping Fund) has one fund heavily invested in 深信服, specifically the 太平睿庆混合A (Taiping Ruiqing Mixed A) fund, which held 10,100 shares in the second quarter, accounting for 0.83% of the fund's net value, ranking as the tenth largest holding [2] - The 太平睿庆混合A fund, established on December 21, 2021, has a current size of 112 million CNY, with a year-to-date return of 3.09% and a one-year return of 6.18%, ranking 7312 out of 8003 in its category [2] - The fund manager, 甘源 (Gan Yuan), has been in the position for 4 years and 217 days, overseeing total assets of 6.266 billion CNY, with the best fund return during his tenure being 8.84% and the worst being -0.84% [2]

（编辑 任世碧） 证券日报网讯 9月24日晚间，深信服发布公告称，公司于2025年9月24日召开第三届董事会第三十一次 会议及第三届监事会第二十四次会议，审议通过了《关于调整募集资金投资项目实施期限的议案》，同 意公司将2023年度向不特定对象发行可转债募集资金投资项目之一的"软件定义IT基础架构项目"延期。 ...

Group 1 - The company Shenxinfu (SZ 300454) held its 31st meeting of the third board of directors on September 24, 2025, via telecommunication, where it reviewed the proposal to amend the implementation rules of the board's specialized committees [1] - For the first half of 2025, Shenxinfu's revenue composition was as follows: enterprises accounted for 48.74%, government and public institutions for 41.57%, and finance and others for 9.68% [1] - As of the report date, Shenxinfu's market capitalization was 50.6 billion yuan [1] Group 2 - On the anniversary of September 24, the total market capitalization of A-shares exceeded 116 trillion yuan, indicating significant changes reshaping the new ecosystem of China's capital market [1]

中信建投证券股份有限公司 关于深信服科技股份有限公司 调整募集资金投资项目实施期限的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐人"）作为深 信服科技股份有限公司（以下简称"深信服"或"公司"）向不特定对象发行可转换 公司债券并上市的保荐人，根据《证券发行上市保荐业务管理办法》《深圳证券交 易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创 业板上市公司规范运作》《上市公司募集资金监管规则》等有关规定，对公司调整 募集资金投资项目实施期限事项进行了核查，具体情况如下： 一、募集资金投资项目的概述 （一）募集资金基本情况 经中国证券监督管理委员会《关于同意深信服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》（证监许可〔2023〕1428 号）批复同意，公 司向不特定对象发行可转换公司债券数量 1,214.7560 万张，每张面值 100.00 元， 募集资金总额为人民币 1,214,756,000.00 元，扣除发行费用人民币 9,036,166.38 元 后，募集资金净额为人民币 1,205,719,833.62 元。上述资金到位情况已经致同会计 ...

股东会议事规则 第一章 总则 第一条 为规范深信服科技股份有限公司（以下简称公司）行为，保证股东 会依法行使职权，根据《中华人民共和国公司法》（以下简称《公司法》）、《中华 人民共和国证券法》（以下简称《证券法》）、《上市公司股东会规则》（以下简称 《股东会规则》）、《上市公司治理准则》及其他相关规定，制定本规则。 第二条 公司应当严格按照法律、行政法规、《公司章程》及本规则等相关规 定召开股东会，保证股东能够依法行使权利。 公司董事会应当切实履行职责，认真、按时组织股东会。公司全体董事应当 勤勉尽责，确保股东会正常召开和依法行使职权。 第三条 股东会应当在《公司法》和《公司章程》规定的范围内行使职权。 第四条 股东会分为年度股东会和临时股东会。年度股东会每年召开一次， 应当于上一会计年度结束后的 6 个月内举行。临时股东会不定期召开，出现本规 则第六条规定的情形时，临时股东会应当在 2 个月内召开。 深信服科技股份有限公司 公司在上述期限内不能召开股东会的，应当报告中国证券监督管理委员会深 圳监管局和深圳证券交易所，说明原因并公告。 第五条 公司召开股东会，应当聘请律师对以下问题出具法律意见并公告： （一） ...

深信服科技股份有限公司 董事会议事规则 第一章 总 则 第一条 为规范深信服科技股份有限公司（以下简称公司）董事会的议事内容、 办法和程序，保证董事会正确行使职权，并不断提高董事会决策的科学性、正确性 和合规性，根据《中华人民共和国公司法》（以下简称《公司法》）、《中华人民 共和国证券法》等法律、行政法规及《公司章程》的规定，特制定本规则。 第二条 公司董事会对股东会负责，并依据国家有关法律、法规和《公司章程》 行使职权，承担义务。 第三条 公司董事会召开会议是其行使职权的一种主要形式，凡属《公司章程》 规定的董事会职权范围内的事项，均应通过董事会会议审议决定的形式来实施，其 他机构和董事个人均不能越过董事会而单独行使职权。 第四条 本规则对公司全体董事、董事会秘书及列席董事会会议的高级管理人 员等都具有约束力。 第二章 董事会和董事会专门委员会 第五条 董事会对股东会负责，依据《公司章程》和股东会决议赋予的职权对 公司实行管理。 第六条 董事会由 7 名董事组成，其中 3 名为独立董事，1 名为职工代表董事。 设董事长 1 名，设副董事长 1 名，董事长及副董事长由公司全体董事过半数选举 产生。 第七条 董 ...

深信服科技股份有限公司章程 二〇二五年九月 | | | | 第一章 | 总则 | | 1 | | --- | --- | --- | --- | | 第二章 | 经营宗旨和范围 | | 2 | | 第三章 | 股 份 | | 3 | | 第四章 | 股东和股东会 | | 8 | | 第五章 | 董事会 | | 26 | | 第六章 | 高级管理人员 | | 37 | | 第七章 | 董事会专门委员会 | | 39 | | 第八章 | 财务会计制度、利润分配和审计 | | 41 | | 第九章 | 通知和公告 | | 46 | | 第十章 | 合并、分立、增资、减资、解散和清算 | | 47 | | 第十一章 | 修改章程 | | 51 | | 第十二章 | 附则 | | 51 | 第一章 总则 第一条 为维护深信服科技股份有限公司、股东、职工和债权人的合法权益， 规范公司的组织和行为，根据《中华人民共和国公司法》（以下简称《公司法》）、 《中华人民共和国证券法》（以下简称《证券法》）和其他有关规定，制定本章 程。 第二条 深信服科技股份有限公司系依照《公司法》和其他有关规定成立的 股份有限公司（以下简称公司） ...

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。 深信服科技股份有限公司（以下简称"公司"）于 2025 年 9 月 24 日召开公司 第三届董事会第三十一次会议，审议通过了《关于变更注册资本并修订〈公司章 程〉及其附件》的议案。本议案尚需提交公司股东会审议。现将具体情况公告如 下： 一、本次注册资本及股份总数拟变更情况 公司因向 2022 年度限制性股票激励计划项下的激励对象增发股票共 1,910,460 股，可转债转股 2,503 股，致公司总股本由 419,970,744 股增加至 421,883,707 股，注册资本由 419,970,744 元变更为 421,883,707 元。 二、本次《公司章程》及其附件拟修订情况 | 证券代码：300454 | 证券简称：深信服 | 公告编号：2025-062 | | --- | --- | --- | | 债券代码：123210 | 债券简称：信服转债 | | 深信服科技股份有限公司 关于变更注册资本并修订《公司章程》 及其附件的公告 根据《公司法》《上市公司章程指引》《深圳证券交易所创业板股票上市规则》 等相 ...