证券代码：300563 证券简称：神宇股份 公告编号：2025-076 神宇通信科技股份公司 向不特定对象发行可转换公司债券发行结果公告 保荐人（主承销商）：华泰联合证券有限责任公司 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。 神宇通信科技股份公司（以下简称"发行人"）向不特定对象发行可转换公司 债券（以下简称"可转债"）已获得中国证券监督管理委员会证监许可〔2025〕2409 号文同意注册。华泰联合证券有限责任公司（以下简称"华泰联合证券"、"保荐 人（主承销商）"或"主承销商"）为本次发行的主承销商。本次发行的可转换公 司债券简称为"神宇转债"，债券代码为"123262"。 四、保荐人（主承销商）联系方式 一、本次可转债原股东优先配售结果 本次发行原股东优先配售的缴款工作已于 2025 年 12 月 11 日（T 日）结束， 本次发行向原股东优先配售总计 286,303,600.00 元，即 2,863,036 张，占本次可转 债发行总量的 57.26%。 二、本次可转债网上认购结果 本次发行原股东优先配售后余额部分（含原股东放弃优先配售部分）的网上 ...

[Table_Info1] 证券研究报告 转债首日目标价 140-145 元，建议积极申购。截止至 2025 年 12 月 12 日，神宇转债平价在 92.6 元，估值参考卓镁转债（评级 A+，存续债余 额 4.5 亿元，平价 92.05，转债价格 164.55，转股溢价率 78.77%）、锡振 转债（评级 AA-，存续债余额 5.2 亿元，平价 92.27，转债价格 139.9， 转股溢价率 51.62%），综合考虑当前市场环境及平价水平，神宇转债上 市首日转股溢价率水平预计在【52%，57%】区间，对应首日上市目标价 在 140-145 元附近。 公司主要从事同轴电缆的研发、生产及销售，同时也从事黄金拉丝业务。 本次发行募集资金扣除发行费用后，将全部用于智能领域数据线建设项 目。公司拟通过本项目建设，加强在汽车数据线与算力数据线领域的投 入力度与业务布局，通过扩大生产场地、新增设备及产线等方式，提高 产品生产效率与交付能力，通过规模效应进一步抢占市场份额，助力公 司业务长远可持续发展。 预计首日打新中签率 0.0035%~0.0037%附近。截至 2025 年 6 月末，任 凤娟持有公司股份 3,611. ...

1. Report Industry Investment Rating - No industry investment rating information is provided in the report. 2. Core Viewpoints of the Report - Last week (December 8 - December 12), the A - share market was volatile. Two important meetings boosted market risk appetite, and trading volume increased. AI hardware and commercial aerospace led the gains, while coal and petroleum and petrochemical sectors lagged. The bond market slightly recovered, with the 10 - year Treasury bond yield at 1.84% on Friday, down 0.84bp from the previous week. The convertible bond market had most individual bonds closing lower, with the CSI Convertible Bond Index up 0.20% for the week, the median price up 0.10%, and the calculated arithmetic average parity down 0.35%. The overall conversion premium rate increased by 2.20% compared to the previous week [1][6][7]. - Some issuers showed a strong willingness to convert. The convertible bond market followed the stock market's volatility last week. Despite the significant adjustment of the micro - cap stock index, the CSI Convertible Bond Index closed slightly higher, showing strong resilience and improved trading volume. Several issuers of near - maturing convertible bonds proposed downward revisions, and the pricing after the proposed downward revisions varied based on the remaining term and industry fundamentals [2][15]. - Looking ahead, with the end - of - year important meetings and the Fed's rate cut settled, the market will enter a policy vacuum period. Relative return investors are advised to make small - position balanced allocations of non - redeemable and appropriately - priced equity - biased convertible bonds in sectors such as power, storage, semiconductor equipment and materials for domestic substitution, commercial aerospace, and humanoid robots. Absolute return investors should focus on high - volatility stocks under 130 yuan or industry leaders with historically low valuations in sectors like two - wheeled vehicles, cosmetics, and breeding [2][15]. 3. Summaries by Related Catalogs Market Focus (December 8 - December 12) Stock Market - A - shares were volatile. The trading volume exceeded 2 trillion on Monday and Friday. The Shanghai Composite Index rose 0.54% on Monday, fell 0.37% on Tuesday, fell 0.23% on Wednesday, fell 0.7% on Thursday, and rose 0.41% on Friday. The Shenzhen Component Index rose 1.39% on Monday, fell 0.39% on Tuesday, rose 0.29% on Wednesday, fell 1.27% on Thursday, and rose 0.84% on Friday. The ChiNext Index rose 2.6% on Monday, rose 0.61% on Tuesday, fell 0.02% on Wednesday, fell 1.41% on Thursday, and rose 0.97% on Friday [1][6]. - Most Shenwan primary industries closed lower. Communication (6.27%), national defense and military industry (2.80%), electronics (2.63%), machinery and equipment (1.38%), and power equipment (1.19%) led the gains, while coal (-3.64%), petroleum and petrochemical (-3.52%), steel (-2.89%), and real estate (-2.62%) lagged [7]. Bond Market - After the Politburo meeting and the Central Economic Work Conference, the moderately loose monetary policy remained unchanged, and inflation data showed a continued price improvement trend. The bond market slightly recovered, with the 10 - year Treasury bond yield at 1.84% on Friday, down 0.84bp from the previous week [1][7]. Convertible Bond Market - Most individual convertible bonds closed lower. The CSI Convertible Bond Index rose 0.20% for the week, the median price rose 0.10%, and the arithmetic average parity fell 0.35%. The overall conversion premium rate increased by 2.20%. The arithmetic average conversion premium rates of convertible bonds with parities in [90,100), [100,110), and [110,120) changed by +2.09%, -1.73%, and +0.20%, respectively, and were at the 94%, 96%, and 89% quantiles since 2023 [1][7]. - Most convertible bond industries closed lower. Building materials (+6.14%), national defense and military industry (+4.27%), power equipment (+1.25%), and beauty care (+0.94%) led the gains, while social services (-2.32%), coal (-2.12%), commercial and retail (-1.52%), and basic chemicals (-1.31%) lagged [8]. - The top - rising individual convertible bonds were Zai 22 (commercial aerospace), Huamao (computing power), Weidao (semiconductor equipment), Jize (green alcohol), and Hangyu (commercial aerospace). The top - falling individual convertible bonds were Yingbo (low - altitude economy & announced strong redemption), Hongtu (satellite application), Huarui (CNC cutting tools), Sanfang (polyester chips), and Yake (automobile aluminum) [1][10]. - The total trading volume of the convertible bond market last week was 285.692 billion yuan, with an average daily trading volume of 57.138 billion yuan, an increase from the previous week [13]. Valuation - As of December 12, 2025, for equity - biased convertible bonds, the average conversion premium rates for parities in the ranges of 80 - 90 yuan, 90 - 100 yuan, 100 - 110 yuan, 110 - 120 yuan, 120 - 130 yuan, and above 130 yuan were 45.18%, 34.97%, 27.88%, 20.1%, 10.88%, and 13.62%, respectively, at the 94%/90%, 94%/95%, 94%/95%, 91%/90%, 70%/53%, and 97%/98% quantiles since 2010/2021. - For debt - biased convertible bonds, the average YTM for parities below 70 yuan was -3.48%, at the 2%/6% quantiles since 2010/2021. - The average implied volatility of all convertible bonds was 43.46%, at the 88%/91% quantiles since 2010/2021. The difference between the convertible bond's implied volatility and the stock's long - term actual volatility was 2.31%, at the 84%/85% quantiles since 2010/2021 [16]. Primary Market Tracking New Issuance and Listing - Last week (December 8 - December 12), Aohong, Shenyu, Tianzhun, and Dingjie convertible bonds announced issuance, while Maolai and Ruike convertible bonds were listed. - Aohong Convertible Bond (111024.SH): The underlying stock is Aohong Electronics (605058.SH), in the electronics industry. The issuance scale is 580 million yuan, with a credit rating of AA -. The funds will be used for the construction of a production base in Thailand [23]. - Shenyu Convertible Bond (123262.SZ): The underlying stock is Shenyu Co., Ltd. (300563.SZ), in the communication industry. The issuance scale is 500 million yuan, with a credit rating of AA -. The funds will be used for the construction of data lines in the intelligent field [24]. - Tianzhun Convertible Bond (118062.SH): The underlying stock is Tianzhun Technology (688003.SH), in the machinery and equipment industry. The issuance scale is 872 million yuan, with a credit rating of AA -. The funds will be used for R & D and industrialization projects in industrial vision equipment, semiconductor metrology equipment, and intelligent driving and embodied intelligent controllers [25][26]. - Dingjie Convertible Bond (123263.SZ): The underlying stock is Dingjie Digital Intelligence (300378.SZ), in the computer industry. The issuance scale is 828 million yuan, with a credit rating of AA. The funds will be used for the Dingjie Digital Intelligence Ecological Empowerment Platform project and to supplement working capital [27]. - Maolai Convertible Bond (118061.SH): The underlying stock is Maolai Optics (688502.SH), in the electronics industry. The issuance scale is 563 million yuan, with a credit rating of A+. The funds will be used for ultra - precision optical production and processing projects, ultra - precision optical technology R & D centers, and to supplement working capital [28]. - Ruike Convertible Bond (118060.SH): The underlying stock is Ruike Da (688800.SH), in the electronics industry. The issuance scale is 1 billion yuan, with a credit rating of AA -. The funds will be used for the renovation and upgrade of high - frequency and high - speed connection systems, intelligent energy connection systems, and to supplement working capital [29]. Future Issuance and Listing - As of December 12, there were no announcements of convertible bond issuances or listings for the next week (December 15 - December 19). - Last week, one company (Shuangle Co., Ltd.) was approved for registration, two companies (Tonglian Precision and Xianghe Industry) passed the listing committee review, three companies (Suzhou Tianmai, Baoti Co., Ltd., and Zhongqi Co., Ltd.) were accepted by the exchange, and two companies (Hubei Yihua and Zhaomin Technology) passed the shareholders' meeting. There were no new board - proposed enterprises. - As of now, there are 92 convertible bonds waiting to be issued, with a total scale of 146.43 billion yuan, including 3 approved for registration with a total scale of 2.5 billion yuan and 9 that have passed the listing committee review with a total scale of 9.99 billion yuan [30].

神宇转债对应的正股当前股价为36.40元，转股价为39.31元，转股价值92.60，转股价值偏低。但鉴于如 今的可转债市场火热情形，再对比相似可转债的转股溢价率，预估或许仍然是打新收益有300元左右的 铂金级肉签一枚。那么，你中签了吗？ 其实，可转债从公布中签结果到上市之间，期间还有一段交易日，如果这段时间内正股的股价上涨，那 么相应的可转债的转股价值就会上升，从而使得中签股民的打新收益也跟着水涨船高。 而个股的股价走势大多数都与大盘的行情走势息息相关，那么，接下来的一段时间内大盘会怎么走，这 无疑是万千股民非常关注的焦点。 12月14日晚间，可转债市场公布神宇股份（300563）发行的可转债——神宇转债的中签结果。此次中签 号码共有21.36万个，每个中签号码只能认购10张（1000元）神宇转债。 | 末尾位数 | 中签号码 | | --- | --- | | 末"5"位数 | 47332,97332 | | 末"6"位数 | 120415,370415,620415,870415 | | 末"7"位数 | 1067272 | | 末"8"位数 | 74844277,14844277,34844277,54 ...

证券代码：300563 证券简称：神宇股份 公告编号：2025-075 神宇通信科技股份公司 向不特定对象发行可转换公司债券中签号码公告 保荐人（主承销商）：华泰联合证券有限责任公司 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。 特别提示 神宇通信科技股份公司（以下简称"神宇股份"、"发行人"或"公司"） 和华泰联合证券有限责任公司（以下简称"华泰联合证券"或"保荐人（主承销 商）"或"主承销商"），根据《中华人民共和国证券法》《证券发行与承销管 理办法》（证监会令〔第 228 号〕）、《上市公司证券发行注册管理办法》（证 监会令〔第 227 号〕）、《深圳证券交易所上市公司证券发行与承销业务实施细 则（2025 年修订）》（深证上〔2025〕268 号）、《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（2025 年修订）》（深证上〔2025〕223 号）和《深圳证券交易所创业板上市公司自律监管指南第 1 号——业务办理（2025 年修订）》（深证上〔2025〕398 号）等相关规定向不特定对象发行可转换公司 债券（以下简称"神宇转债" ...

证券日报网讯12月12日，神宇股份（300563）在互动平台回答投资者提问时表示，公司生产的产品主要 用于射频信号的接收和传输，不涉及超导相关产品。 ...

格隆汇12月12日丨神宇股份(300563.SZ)在互动平台表示，公司产品可用于航空航天等领域，公司凭借 技术研发优势，开发出新产品实现突破，部分产品在多个型号设备上获得批量采购，公司与多家重要客 户建立了合作关系。 ...

神宇股份（300563.SZ）12月12日在投资者互动平台表示，公司生产的产品主要用于射频信号的接收和 传输，不涉及超导相关产品。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司旗下产品在超导领域有实施或技术积累吗？ ...

证券代码：300563 证券简称：神宇股份 公告编号：2025-074 网上发行中签率及优先配售结果公告 保荐人（主承销商）：华泰联合证券有限责任公司 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。 特别提示 神宇通信科技股份公司（以下简称"神宇股份"、"发行人"或"公司"） 和华泰联合证券有限责任公司（以下简称"华泰联合证券"、"保荐人（主承 销商）"或"主承销商"），根据《中华人民共和国证券法》《证券发行与承 销管理办法》（证监会令〔第 228 号〕）、《上市公司证券发行注册管理办法》 （证监会令〔第 227 号〕）、《深圳证券交易所上市公司证券发行与承销业务 实施细则（2025 年修订）》（深证上〔2025〕268 号）、《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（2025年修订）》（深证上〔2025〕 223 号）和《深圳证券交易所创业板上市公司自律监管指南第 1 号——业务办理 （2025 年修订）》（深证上〔2025〕398 号）等相关规定向不特定对象发行可 转换公司债券（以下简称"神宇转债"或"可转债"）。 本次向不特定 ...

神宇股份公告称，公司向不特定对象发行5亿元可转换公司债券，发行价格每张100元，共计500万张。 原股东优先配售2.86亿元，占发行总量57.26%；网上向社会公众投资者发行2.14亿元，占42.74%，网上 中签率为0.0024179767%。控股股东及实际控制人任凤娟、汤晓楠、汤建康等合计获配约占发行总量 22.95%。发行人和主承销商将12月12日组织摇号抽签，结果12月15日公告。神宇转债上市时间另行公 告。 ...