3.停止交易日：2025 年 8 月 25 日 8.投资者赎回款到账日：2025 年 9 月 4 日 | 证券代码：300527 | 证券简称：中船应急 | 公告编号：2025-048 | | --- | --- | --- | | 债券代码：123048 | 债券简称：应急转债 | | 中国船舶重工集团应急预警与救援装备股份有限公司 关于提前赎回"应急转债"的第七次提示性公告 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."应急转债"赎回价格：100.77 元/张（含当期应计利息，当期年利率为 2.00%，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 7 月 21 日 9.赎回类别：全部赎回 10.根据安排，截至 2025 年 8 月 27 日收市后仍未转股的"应急转债"将被 强制赎回，本次赎回完成后，"应急转债"将在深圳证券交易所（以下简称"深 交所"）摘牌，特提醒"应急转债"持券人注意在限期内转股。债券持有人持有 的"应急转债"如存 ...

Group 1 - A-shares showed mixed performance on July 30, with sectors like petrochemicals, steel, and insurance leading the gains, while the defense and military industry experienced fluctuations, presenting layout opportunities [1] - The Aerospace ETF (159227) saw a decline of 1.01% with a trading volume of 108 million yuan, ranking first among its peers, while stocks like China Shipbuilding Emergency Response surged over 4% in the afternoon [1] - The Aerospace ETF has attracted significant capital, with a net inflow of over 357 million yuan in July, bringing its latest scale to 724 million yuan, a record high since its inception [1] Group 2 - The military industry is characterized by strong planning, with five-year plans significantly impacting industry operations and market expectations, serving as a key driver for military market trends [1] - The execution of the military construction plan for the "14th Five-Year Plan" is entering a critical phase, with order demand expected to accelerate as 2025 approaches [1] - According to Shenwan Hongyuan, the upcoming "9.3 military parade" is likely to cause fluctuations in the military sector, and with increasing market attention and the gradual advancement of the "15th Five-Year Plan," the military industry is expected to experience a dual boost in fundamentals and valuations [1] Group 3 - The Aerospace ETF tracks the National Aerospace Index, with a high concentration of 98.2% in the primary military industry, focusing on aerospace capabilities and covering leading companies across the entire industry chain, including fighter jets, transport aircraft, helicopters, and more [2] - From July 29, 2024, to July 28, 2025, the National Aerospace Index is projected to yield a return of 38.85%, outperforming other military indices such as the CSI National Defense Index (34.37%) and the CSI Military Industry Index (32.84%) [2]

（编辑 楚丽君） 证券日报网讯 7月29日晚间，中船应急发布公告称，根据安排，截至2025年8月27日收市后仍未转股 的"应急转债"，将按照100.77元/张的价格强制赎回，因约定的赎回价格与目前"应急转债"二级市场价格 存在较大差异，特别提醒"应急转债"持有人注意在限期内转股，如果投资者未及时转股，可能面临损 失，敬请投资者注意投资风险。 ...

| 证券代码：300527 | 证券简称：中船应急 | 公告编号：2025-047 | | --- | --- | --- | | 债券代码：123048 | 债券简称：应急转债 | | 中国船舶重工集团应急预警与救援装备股份有限公司 关于提前赎回"应急转债"的第六次提示性公告 9.赎回类别：全部赎回 10.根据安排，截至 2025 年 8 月 27 日收市后仍未转股的"应急转债"将被 强制赎回，本次赎回完成后，"应急转债"将在深圳证券交易所（以下简称"深 交所"）摘牌，特提醒"应急转债"持券人注意在限期内转股。债券持有人持有 的"应急转债"如存在被质押或被冻结的，建议在停止转股日前解除质押或冻结， 以免出现因无法转股而被赎回的情形。 11.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"应急转债"转换为股票，特提请投资者关注不 能转股的风险。 12.风险提示：根据安排，截至 2025 年 8 月 27 日收市后仍未转股的"应急 4.赎回登记日：2025 年 8 月 27 日 5.赎回日：2025 年 8 月 28 日 6.停止转股日：2025 年 8 月 28 ...

Group 1 - The military industry sector remains active, with the Aerospace ETF Tianhong (159241) reaching a new high since its listing, showing a 0.59% increase and a turnover rate of nearly 5% [1] - The Aerospace ETF Tianhong (159241) has seen a net inflow of over 4.7 million yuan, with a total circulation scale of 415 million yuan and a share growth rate of 84.61% year-to-date, ranking first among similar products [1] - The Aerospace ETF closely tracks the Guozheng Aerospace Index, which has over 98% weight in the defense and military industry, making it the highest military content index in the market [1] Group 2 - Several brokerages have analyzed Q2 public fund holdings, indicating that institutions have begun to increase their allocation to the military sector, suggesting a potential turning point for the industry [2] - According to Minsheng Securities, after ten consecutive quarters of reducing military allocations, institutions started to increase their allocation in Q2 2025, indicating a recovery in industry demand [2] - Dongfang Securities noted a significant increase in the overweighting of military stocks by active funds in Q2 2025, with expectations for further expansion due to market perceptions and performance elasticity [2]

| 证券代码：300527 | 证券简称：中船应急 公告编号：2025-046 | | --- | --- | | 债券代码：123048 | 债券简称：应急转债 | 中国船舶重工集团应急预警与救援装备股份有限公司 关于提前赎回"应急转债"的第五次提示性公告 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。 1."应急转债"赎回价格：100.77 元/张（含当期应计利息，当期年利率为 2.00%，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 7 月 21 日 3.停止交易日：2025 年 8 月 25 日 8.投资者赎回款到账日：2025 年 9 月 4 日 9.赎回类别：全部赎回 10.根据安排，截至 2025 年 8 月 27 日收市后仍未转股的"应急转债"将被 强制赎回，本次赎回完成后，"应急转债"将在深圳证券交易所（以下简称"深 交所"）摘牌，特提醒"应急转债"持券人注意在限期内转股。债券持有人持有 的"应急转债"如存在被质押或被冻结的，建议在停止转 ...

Core Viewpoint - The company has decided to exercise its right to redeem the "Emergency Convertible Bonds" early due to the stock price meeting the conditions for conditional redemption as specified in the offering prospectus [2][6]. Group 1: Bond Redemption Announcement - The company will redeem the "Emergency Convertible Bonds" at a price of 100.77 yuan per bond, which includes accrued interest [6][7]. - The redemption will take place on August 28, 2025, and the bonds will be delisted from the Shenzhen Stock Exchange after the redemption is completed [6][7]. - Bondholders are advised to convert their bonds into shares before the redemption date to avoid potential losses [1][6]. Group 2: Bond Issuance Details - The company issued 8,189,312 convertible bonds on April 10, 2020, with a total value of 818.93 million yuan and a maturity period of six years [2][3]. - The bonds were listed on the Shenzhen Stock Exchange on May 11, 2020, under the code "123048" [3]. Group 3: Conversion and Redemption Conditions - The conversion period for the bonds started on October 16, 2020, and will end on April 9, 2026 [3]. - The conversion price was adjusted to 7.06 yuan per share, effective from May 16, 2024, based on the company's annual general meeting resolutions [5][4]. - The conditional redemption clause was triggered as the stock price was above 130% of the conversion price for at least 15 trading days within a 30-day period [2][6]. Group 4: Redemption Process - The redemption will be executed for all bondholders registered with China Securities Depository and Clearing Corporation Limited by the close of business on August 27, 2025 [7][8]. - The redemption amount will be credited to the bondholders' accounts on September 4, 2025 [7][8].

特别提示： 1."应急转债"赎回价格：100.77 元/张（含当期应计利息，当期年利率为 2.00%，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 7 月 21 日 3.停止交易日：2025 年 8 月 25 日 | 证券代码：300527 | 证券简称：中船应急 | 公告编号：2025-045 | | --- | --- | --- | | 债券代码：123048 | 债券简称：应急转债 | | 中国船舶重工集团应急预警与救援装备股份有限公司 关于提前赎回"应急转债"的第四次提示性公告 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。 11.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"应急转债"转换为股票，特提请投资者关注不 能转股的风险。 12.风险提示：根据安排，截至 2025 年 8 月 27 日收市后仍未转股的"应急 4.赎回登记日：2025 年 8 月 27 日 5.赎回日：2025 年 8 月 ...

| 证券代码：300527 | 证券简称：中船应急 公告编号：2025-044 | | --- | --- | | 债券代码：123048 | 债券简称：应急转债 | 中国船舶重工集团应急预警与救援装备股份有限公司 关于提前赎回"应急转债"的第三次提示性公告 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."应急转债"赎回价格：100.77 元/张（含当期应计利息，当期年利率为 2.00%，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 7 月 21 日 3.停止交易日：2025 年 8 月 25 日 8.投资者赎回款到账日：2025 年 9 月 4 日 9.赎回类别：全部赎回 10.根据安排，截至 2025 年 8 月 27 日收市后仍未转股的"应急转债"将被 强制赎回，本次赎回完成后，"应急转债"将在深圳证券交易所（以下简称"深 交所"）摘牌，特提醒"应急转债"持券人注意在限期内转股。债券持有人持有 的"应急转债"如存在被质押或被冻结的， ...

Group 1 - The China Shipbuilding sector experienced a decline of 2.76%, ranking among the top losers in the concept sector as of the market close on July 23 [1][2] - Within the China Shipbuilding sector, companies such as China Ship Emergency, Kunshan Intelligent, and China Ship Han Guang saw significant declines [1] - The sector faced a net outflow of 584 million yuan from main funds, with 10 stocks experiencing net outflows, and 5 stocks seeing outflows exceeding 50 million yuan [2] Group 2 - The stock with the highest net outflow was China Ship Emergency, which had a net outflow of 138.34 million yuan and a decline of 7.12% [2] - Other notable stocks with significant net outflows included China Shipbuilding, China Ship Defense, and China Heavy Industry, with net outflows of 112.41 million yuan, 80.87 million yuan, and 71.84 million yuan respectively [2] - The trading volume for China Ship Emergency was 9.33%, indicating a relatively high turnover rate compared to other stocks in the sector [2]