Core Viewpoint - The article provides detailed information on various convertible bonds, including their current prices, redemption prices, last trading dates, conversion values, remaining scales, and their proportion to the underlying stocks, indicating potential investment opportunities in the convertible bond market [1][4][6]. Group 1: Convertible Bonds Overview - The article lists several convertible bonds with their respective details, such as: - Tian Ci Convertible Bond (Code: 127073) has a current price of 141.600, a strong redemption price of 100.290, and a conversion value of 142.60 [1]. - Qi Bin Convertible Bond (Code: 113047) has a current price of 109.529 and a conversion value of 109.95 [1]. - Hong Fa Convertible Bond (Code: 110082) has a current price of 125.088 and a conversion value of 125.57 [1]. Group 2: Redemption and Trading Information - The article provides information on the redemption and trading aspects of various convertible bonds: - Fenghuo Convertible Bond (Code: 110062) has a current price of 105.968 and a redemption price of 106.000, with a last trading date of 2025-12-01 [4]. - Eagle 19 Convertible Bond (Code: 110063) has a current price of 114.801 and a redemption price of 111.000 [4]. - Hongda Retired Bond (Code: 404003) has a current price of 16.764 and a redemption price of 118.000, indicating a significant premium [4]. Group 3: Premium and Conversion Value Analysis - The article highlights the premium rates and conversion values of certain convertible bonds: - Nenghui Convertible Bond (Code: 123185) has a current price of 131.900, a conversion value of 132.64, and a premium rate of -0.56% [6]. - Yong 02 Convertible Bond (Code: 113654) has a current price of 139.838, a conversion value of 139.63, with a premium rate of 0.15% [6]. - Xiangfeng Convertible Bond (Code: 123225) has a current price of 134.460, a conversion value of 116.29, and a premium rate of 15.62% [6].

Group 1: Shareholding Changes - Hengyi Petrochemical's controlling shareholder plans to increase its stake by 1.5 billion to 2.5 billion yuan, with a share price not exceeding 10 yuan per share [1] - Kailer Co., Ltd.'s major shareholder plans to reduce its stake by up to 2.99%, equating to a maximum of 2.6958 million shares [2] - Lvtong Technology's five shareholders plan to collectively reduce their stake by up to 4%, totaling a maximum of 5.6514 million shares [3] - Tianji Co., Ltd.'s shareholder reduced its stake by 4.97 million shares, bringing its holding below 5% [4] Group 2: Mergers and Acquisitions - Haishun New Materials' wholly-owned subsidiary plans to acquire 100% of Zhengyi Packaging for 94.35 million yuan [5] - Tanshan plans to acquire 51% of Shenzhen Beitelai Electronics for 321 million yuan and 51% of Shanghai Tongtu Semiconductor for 357 million yuan [6] - Aihua Group intends to acquire 100% of Aihua New Power for 20.356 million yuan to enhance its capabilities in the film capacitor industry [7] - Rongtai Health plans to acquire 21% of Youmo Youyang Health Technology for 42 million yuan, aiming to control 56.5% of the voting rights post-transaction [8]

Group 1: Company Acquisitions - Company plans to acquire 51% stake in Shenzhen Betel Technology for 321 million yuan and 51% stake in Shanghai Tongtu for 357 million yuan [1] - Shanghai Tongtu specializes in IP technology licensing and chip design, with applications in various sectors including mobile, AR/VR, and automotive [1] Group 2: Investment Projects - Company announces an investment of 804 million yuan for the construction of a 200,000 kW/120,000 kWh grid-side independent energy storage demonstration project in Baotou [2] - The project aims to participate in the electricity spot market, buying electricity during low price periods and selling during peak times to generate profit [2] Group 3: International Expansion - Company intends to issue H-shares and list on the Hong Kong Stock Exchange to accelerate its international strategy and enhance global customer service capabilities [3] Group 4: Technological Collaboration - Company signs a technical agreement with Weijing Intelligent for the processing of humanoid robot components, focusing on material selection and design [4] - The company aims to leverage its expertise in high-end aluminum alloy materials to expand its application in emerging industries like humanoid robotics [4] Group 5: Share Buybacks - Company announces a share buyback of 1.6225 million shares from November 27 to November 28, with a total expenditure of 247 million yuan [5] Group 6: Performance Metrics - BAIC Blue Valley reports a 112.71% year-on-year increase in new energy vehicle sales for November [6] - SAIC Group experiences a 3.75% year-on-year decline in total vehicle sales for November [6]

Core Viewpoint - The company Haishun New Materials (300501.SZ) announced the acquisition of 100% equity in Guangdong Zhengyi Packaging Co., Ltd. for 94.35 million yuan, which does not constitute a related party transaction or a major asset restructuring [1] Group 1: Acquisition Details - Haishun's wholly-owned subsidiary Suzhou Haishun plans to acquire Guangdong Zhengyi Packaging for 94.35 million yuan [1] - The assessed value of Zhengyi Packaging's 100% equity is 90.7941 million yuan, with the transaction price negotiated at 94.35 million yuan [1] - Following the completion of the transaction, Zhengyi Packaging will become a wholly-owned subsidiary of Haishun New Materials [1] Group 2: Business Operations - Zhengyi Packaging is primarily engaged in the research, development, production, and sales of packaging films [1] - The main customers of Zhengyi Packaging include domestic printing and bag-making manufacturers, as well as food production companies [1] - The products of Zhengyi Packaging are widely used in the packaging of food, beverages, pharmaceuticals, and cosmetics [1]

一、董事会会议召开情况 上海海顺新型药用包装材料股份有限公司（以下简称"公司"） 于2025年11月27日以电话、微信、电子邮件等通讯方式发出召开第六 届董事会第二次会议的通知，会议于2025年12月1日以通讯会议方式 召开，应出席董事7人，实际出席董事7人，高级管理人员列席会议。 本次董事会会议的召集、召开和表决程序符合《公司法》等法律、法 规及《公司章程》的有关规定，合法有效。 证券代码：300501 证券简称：海顺新材 公告编号：2025-109 债券代码：123183 债券简称：海顺转债 上海海顺新型药用包装材料股份有限公司 第六届董事会第二次会议决议公告 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。 三、备查文件 1、第六届董事会第二次会议决议。 2、《股权收购协议》。 特此公告。 二、董事会会议审议情况 本次会议由董事长黄勤先生主持，经与会董事认真审议，通过了 以下议案： 审议通过《关于全资子公司收购股权暨拟签署股权收购协议的议 案》 公司同意全资子公司苏州海顺包装材料有限公司以人民币 9,435.00万元收购广东正一包装股份有限公司100%股权 ...

| | | 上海海顺新型药用包装材料股份有限公司 关于全资子公司收购股权暨拟签署股权收购协议的公告 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。 重要内容提示： 截至目前，标的公司的相关审计和评估工作已经完成，公司于 2 025 年 12 月 1 日召开第六届董事会第二次会议，审议通过《关于全 资子公司收购股权暨拟签署股权收购协议的议案》，同意子公司苏州 海顺以人民币 9,435.00 万元收购正一包装 100%股权，现将有关情况 公告如下： 1、上海海顺新型药用包装材料股份有限公司（以下简称"公司"、 "海顺新材"）全资子公司苏州海顺包装材料有限公司（以下简称"苏 州海顺"）拟以人民币 9,435.00 万元收购广东正一包装股份有限公 司（以下简称"正一包装"或"标的公司"）100%股权。本次交易完 成后，正一包装将成为公司的全资孙公司。 2、根据《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》等 相关规定，本次交易不构成关联交易，也不构成《上市公司重大资产 重组管理办法》规定的重大资产重组。 ...

Core Viewpoint - The company, HaiShun New Materials (300501), will disclose the number of shareholders at specific points in time in its periodic reports [1] Group 1 - The company responded to investor inquiries on its interactive platform [1] - The disclosure of shareholder numbers will be included in the company's regular financial reports [1]

Core Viewpoint - Haishun New Materials has experienced fluctuations in stock price and financial performance, with a notable decrease in net profit year-on-year, indicating potential challenges in the market [1][2]. Financial Performance - As of September 30, 2025, Haishun New Materials reported a revenue of 823 million yuan, a year-on-year decrease of 0.42% [2]. - The net profit attributable to shareholders was 48.67 million yuan, reflecting a significant year-on-year decline of 38.96% [2]. - The company has distributed a total of 296 million yuan in dividends since its A-share listing, with 139 million yuan distributed over the past three years [3]. Stock Market Activity - On November 27, the stock price increased by 2.12%, reaching 16.35 yuan per share, with a trading volume of 24.93 million yuan and a turnover rate of 1.23% [1]. - The total market capitalization of Haishun New Materials is 3.164 billion yuan [1]. - Year-to-date, the stock price has risen by 24.92%, but it has seen a decline of 4.27% over the last five trading days [1]. Shareholder Information - The number of shareholders as of September 30, 2025, is 13,500, a decrease of 12.81% from the previous period [2]. - The average number of circulating shares per shareholder is 9,274, which has increased by 14.69% [2]. - The top ten circulating shareholders include a new entrant, the Medical Device ETF (159883), holding 717,800 shares [3]. Company Overview - Haishun New Materials, established on January 18, 2005, specializes in the research, production, and sales of high-barrier packaging materials that come into direct contact with pharmaceuticals [1]. - The company's main business revenue composition is 89.58% from new pharmaceutical packaging materials and 10.42% from other sources [1]. - The company operates within the light industry manufacturing sector, specifically in packaging and printing [1].

Group 1 - The core point of the article is that Mr. Li Jun will no longer serve as the Deputy General Manager of Haishun New Materials due to the expiration of his term, although he will continue to hold other positions within the company [2]

Core Viewpoint - The company, Haishun New Materials, emphasizes the characteristics of its aluminum-plastic film, which include excellent barrier properties, moisture resistance, and chemical resistance, and highlights its primary applications in 3C soft-pack batteries and energy storage batteries [1] Group 1 - The company is focused on the development trends in the industry and aims to expand into the power battery sector [1]