Core Viewpoint - Nanjing Julong (300644) announced that the trading price of its convertible bonds has deviated significantly, with a cumulative increase of over 30% over three consecutive trading days, indicating abnormal trading activity [1] Summary by Relevant Sections Convertible Bond Trading - The closing price of "Julong Convertible Bond" reached 205.43 CNY per share as of July 21, 2025, with a face value of 100 CNY per share [1] - The conversion value is 205.85 CNY, resulting in a conversion premium rate of -0.21% [1] Company Operations - The company and its related personnel have verified that recent media reports may relate to the company, but currently, there is no collaboration with any technology companies [1] - The revenue from the company's subsidiary, Nanjing Julong Composite Material Technology Co., Ltd., constitutes a small proportion of the overall revenue [1]

| 证券代码：300644 | 证券简称：南京聚隆 | 公告编号：2025-076 | | --- | --- | --- | | 债券代码：123209 | 债券简称：聚隆转债 | | 南京聚隆科技股份有限公司 可转换公司债券交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、可转换公司债券发行上市基本情况 经中国证券监督委员会《关于同意南京聚隆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〕1061 号）同意注册， 南京聚隆科技股份有限公司（以下简称"公司"）于 2023 年 7 月 26 日向不特 定对象发行了 218.50 万张可转换公司债券（以下简称"可转债"），每张面值 100 元，募集资金总额 218,500,000.00 元，扣除发行费用人民币 6,745,683.94 元，实际募集资金净额为人民币 211,754,316.06 元。 经深交所同意，公司 21,850.00 万元可转换公司债券于 2023 年 8 月 17 日 起在深交所挂牌交易，债券简称"聚隆转债"，债券代码"123209" ...

| 证券代码：300644 | 证券简称：南京聚隆 | 公告编号：2025-075 | | --- | --- | --- | | 债券代码：123209 | 债券简称：聚隆转债 | | 南京聚隆科技股份有限公司 关于可转换公司债券 2025 年付息的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、"聚隆转债"（债券代码：123209）将于 2025 年 7 月 28 日按面值支付 第二年利息，每 10 张"聚隆转债"（面值 1,000 元）利息为 5.00 元（含税）； 2、债权登记日：2025 年 7 月 25 日（星期五）； 3、除息日：2025 年 7 月 28 日（星期一）； 4、付息日：2025 年 7 月 28 日（星期一）； 5、"聚隆转债"票面利率：第一年 0.3%、第二年 0.5%、第三年 1.0%、第 四年 1.5%、第五年 2.5%、第六年 3.0%。 6、凡在本次付息的债权登记日 2025 年 7 月 25 日（含）前买入并持有本期 债券的投资者享有本次派发的利息，2025 年 7 月 25 日卖出本期债券的投资 ...

Group 1 - Airo Energy (688717.SH) plans to reduce its shareholding by up to 0.78% of the total share capital within three months after 15 trading days due to personal funding needs [1] - Aopu Optoelectronics (002338.SZ) intends to reduce its shareholding by up to 240,000 shares, representing 1% of the total share capital, within 90 days after 15 trading days [1] - Placo New Materials (300811.SZ) completed a reduction of 1.01% of its shares, while shareholder Mei Jianjun reduced 8,134 shares, accounting for 0.0476% of the total share capital [1] Group 2 - Boqian New Materials (605376.SH) plans to reduce its shareholding by up to 261,600 shares, which is 1% of the total share capital, through block trading within three months after 15 trading days [1] - Boying Special Welding (301468.SZ) completed a reduction of 3.99% of its shares, totaling 394,480 shares [1] - Surveying and Mapping Co., Ltd. (300826.SZ) plans to reduce its shareholding by up to 50,000 shares, accounting for 0.03% of the total share capital, within three months after 15 trading days [1] Group 3 - Deyi Cultural Creation (300640.SZ) plans to reduce its shareholding by up to 300,000 shares, which is 0.0965% of the total share capital, within three months after 15 trading days [3] - Dingsheng New Materials (603876.SH) intends to reduce its shareholding by up to 3% of the total share capital through various trading methods within three months after 15 trading days [3] - Pan-Asia Micro透 (688386.SH) terminated its reduction plan early, having reduced 2.38% of its shares, bringing its holding to 4.95% [3] Group 4 - Guangpu Co., Ltd. (300632.SZ) plans to reduce its shareholding by up to 8,474,900 shares, which is 3% of the total share capital, within three months after 15 trading days [3] - Guorui Technology (300600.SZ) has reduced its shareholding by 7,297,300 shares, accounting for 2.48% of the total share capital, bringing its holding to 19.97% [3] - Hengtong Co., Ltd. (603223.SH) plans to reduce its shareholding by up to 21,425,600 shares, which is 3% of the total share capital, within three months after 15 trading days [4] Group 5 - Hongbao Li (002165.SZ) plans to reduce its shareholding by up to 14,705,400 shares, representing 2% of the total share capital, within three months after 15 trading days [4] - Hongquan IoT (688288.SH) reduced its shareholding by 869,977 shares, accounting for 0.86% of the total share capital, bringing its holding to 12.80% [4] - Huace Film and Television (300133.SZ) reduced its shareholding by 2.6 million shares, which is 0.14% of the total share capital, bringing its holding to 18.19% [4] Group 6 - Huada Jiutian (301269.SZ) plans to reduce its shareholding by up to 8,144,100 shares, which is 1.5% of the total share capital, within three months after 15 trading days [5] - Huqi Environmental Protection (300929.SZ) plans to reduce its shareholding by up to 1,312,500 shares and 8,800 shares by its concerted actors [5] - Huazheng New Materials (603186.SZ) plans to reduce its shareholding by up to 114,600 shares and 10,300 shares by its management [5] Group 7 - Jinan Technology (300412.SZ) plans to reduce its shareholding by up to 14,932,700 shares and 1,683,000 shares by its board member [5] - Jinma Amusement (300756.SZ) plans to reduce its shareholding by up to 4,712,000 shares, 2,017,000 shares, 508,200 shares, and 372,800 shares by its shareholders [6] - Longxin Zhongke (688047.SH) completed its reduction plan, with shareholders reducing a total of 588,000 shares [6] Group 8 - Limin Co., Ltd. (002734.SZ) completed its reduction plan, with a total reduction of 1.5 million shares, accounting for 0.3434% of the total share capital [7] - Longhua New Materials (301149.SZ) completed its reduction plan, with a total reduction of 986,600 shares, accounting for 0.2294% of the total share capital [7] - Lvtong Technology (301322.SZ) plans to reduce its shareholding by up to 4,829,300 shares, which is 3.39% of the total share capital, within three months after 15 trading days [7] Group 9 - Meidixi (688202.SH) plans to reduce its shareholding by up to 2 million shares, which is 1.49% of the total share capital, within three months after 15 trading days [8] - Nanjing Julong (300644.SZ) completed its reduction plan, with shareholders reducing a total of 62,300 shares [8] - Run Du Co., Ltd. (002923.SZ) plans to reduce its shareholding by up to 10,046,800 shares, which is 3% of the total share capital, within three months after 15 trading days [8]

Market Overview - The Shanghai Composite Index rose by 0.50% on July 18, with 22 out of 28 sectors experiencing gains. The top-performing sectors were non-ferrous metals and basic chemicals, with increases of 2.10% and 1.36% respectively. The sectors that declined were media and electronics, with decreases of 0.98% and 0.49% respectively [1] Fund Flow Analysis - The net outflow of capital from the two markets was 22.987 billion yuan. Ten sectors saw net inflows, with the non-ferrous metals sector leading with a net inflow of 3.794 billion yuan and a daily increase of 2.10%. The non-bank financial sector also saw a slight increase of 0.33% with a net inflow of 899 million yuan [1] - In contrast, 21 sectors experienced net outflows, with the electronics sector leading with a net outflow of 8.341 billion yuan, followed by the computer sector with a net outflow of 4.375 billion yuan. Other sectors with significant outflows included telecommunications, machinery, and automotive [1] Basic Chemicals Sector Performance - The basic chemicals sector increased by 1.36% with a total net inflow of 41.539 million yuan. Out of 401 stocks in this sector, 239 stocks rose, and 6 stocks hit the daily limit. There were 154 stocks with net inflows, with 8 stocks receiving over 50 million yuan in net inflows. The top stock for net inflow was Wanhua Chemical, with a net inflow of 849 million yuan, followed by Salt Lake Co. and Hubei Yihua with net inflows of 119 million yuan and 115 million yuan respectively [2] - The sector also had stocks with significant net outflows, with 7 stocks experiencing outflows exceeding 50 million yuan. The stocks with the highest outflows were Huafeng Super Fiber, Dongcai Technology, and Nanjing Julong, with outflows of 203 million yuan, 166 million yuan, and 92.551 million yuan respectively [2][4] Basic Chemicals Sector Fund Flow Rankings - The top stocks in the basic chemicals sector by net inflow included: - Wanhua Chemical: +8.29%, 3.77% turnover, 848.69 million yuan inflow - Salt Lake Co.: +3.60%, 2.28% turnover, 119.27 million yuan inflow - Hubei Yihua: +5.08%, 11.27% turnover, 114.66 million yuan inflow - Other notable stocks included Hualu Hengsheng, Hongbaoli, and Zhongyan Chemical with inflows ranging from 56.17 million yuan to 79.97 million yuan [2] Basic Chemicals Sector Outflow Rankings - The stocks with the highest net outflows in the basic chemicals sector included: - Huafeng Super Fiber: -2.45%, 10.74% turnover, -203.01 million yuan outflow - Dongcai Technology: +7.39%, 16.07% turnover, -166.33 million yuan outflow - Nanjing Julong: +0.78%, 41.02% turnover, -92.55 million yuan outflow - Other stocks with significant outflows included Yaji International and Yongtai Technology [4]

Summary of Key Points Core Viewpoint - Nanjing Julong (300644) announced that specific shareholders Zhang Jincheng and Liu Zhaoning have completed their share reduction plans, resulting in both no longer holding any shares in the company [1] Shareholder Reduction Details - Zhang Jincheng reduced his holdings by 420,300 shares from July 8 to July 17, 2025, which accounts for 0.38% of the total share capital and 0.39% of the shares excluding repurchased shares [1] - Liu Zhaoning reduced his holdings by 222,600 shares from June 30 to July 17, 2025, which accounts for 0.20% of the total share capital and 0.21% of the shares excluding repurchased shares [1] - Both shareholders have completed their reduction plans and no longer hold any shares in the company [1]

| 证券代码：300644 | 证券简称：南京聚隆 | 公告编号：2025-074 | | --- | --- | --- | | 债券代码：123209 | 债券简称：聚隆转债 | | 南京聚隆科技股份有限公司 关于特定股东减持计划实施完毕的公告 公司特定股东张金诚、刘兆宁保证向本公司提供的信息内容真实、准确、完 整，没有虚假记载、误导性陈述或者重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 南京聚隆科技股份有限公司（以下简称"公司"）于 2025 年 5 月 20 日在巨 潮资讯网上披露了《关于特定股东减持股份预披露公告》（公告编号：2025-055）， 特定股东张金诚计划于本减持计划公告披露之日起 3 个交易日后的三个月内 （2025 年 5 月 26 日—2025 年 8 月 25 日）以集中竞价方式减持本公司股份 42.0285 万股；特定股东刘兆宁计划于本减持计划公告披露之日起 3 个交易日后的三个月 内（2025年5月26日—2025年8月25日）以集中竞价方式减持本公司股份22.2645 万股。截至本公告披露日，上述减持计划已实施完毕。 具体情况如下： 一、股东 ...

Core Viewpoint - Nanjing Julong Technology Co., Ltd. has issued convertible bonds to unspecified investors, raising a total of RMB 218.5 million, with the bonds set to trade on the Shenzhen Stock Exchange starting August 17, 2023 [3][4][18] Group 1: Issuance Details - The company issued 2,185,000 convertible bonds at a face value of RMB 100 each, with a total issuance amount of RMB 21,850 million [3][4] - The bonds have a maturity period of six years, from July 26, 2023, to July 25, 2029, with an annual interest rate that increases progressively from 0.3% in the first year to 3.0% in the sixth year [4][5] - The net proceeds from the bond issuance, after deducting issuance costs of RMB 6,745,683.94, will be used for specific projects, including the construction of production lines for special engineering plastics and carbon fiber composite materials [15][16] Group 2: Bond Terms and Conditions - The initial conversion price for the bonds is set at RMB 18.27 per share, which will be adjusted to RMB 18.02 per share following the company's 2024 annual equity distribution [6][18] - The bondholders will receive interest annually, and the interest calculation is based on the bond's face value and the applicable interest rate for that year [5][10] - The company has outlined conditions under which the conversion price may be adjusted, including stock dividends and capital increases [7][8] Group 3: Rights and Obligations of Bondholders - Bondholders have the right to receive interest, convert their bonds into shares, and exercise a buyback option under certain conditions [13][14] - The company is obligated to adhere to the terms outlined in the bond issuance documents and to ensure timely payment of interest and principal [14] - In the event of significant changes to the use of raised funds, bondholders may have the right to sell their bonds back to the company [12][15]

| 证券代码：300644 | 证券简称：南京聚隆 | | --- | --- | | 债券代码：123209 | 债券简称：聚隆转债 | 长城证券股份有限公司关于南京聚隆科技股份有限公司 向不特定对象发行可转换公司债券 2025 年度第二次临时受托管理事务报告 债券受托管理人 二〇二五年七月 1 重要声明 本报告依据《可转换公司债券管理办法》（以下简称"《管理办法》"） 《南京聚隆科技股份有限公司（发行人，以下简称"南京聚隆"或"公司"） 与长城证券股份有限公司（债券受托管理人，以下简称"长城证券"）关于南 京聚隆科技股份有限公司 2023 年向不特定对象发行可转换公司债券之债券受托 管理协议》（以下简称"《受托管理协议》"）《南京聚隆科技股份有限公司 向不特定对象发行可转换公司债券募集说明书》（以下简称"《募集说明 书》"）等相关公开信息披露文件，由本期债券受托管理人长城证券编制。长 城证券对本报告中所包含的从上述文件中引述内容和信息未进行独立验证，也 不就该等引述内容和信息的真实性、准确性和完整性做出任何保证或承担任何 责任。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相 关事宜做出 ...

| 证券代码：300644 | 证券简称：南京聚隆 | 公告编号：2025-073 | | --- | --- | --- | | 债券代码：123209 | 债券简称：聚隆转债 | | 南京聚隆科技股份有限公司 关于聚隆转债恢复转股的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、证券代码：300644 证券简称：南京聚隆 2、债券代码：123209 债券简称：聚隆转债 3、转股期限：2024 年 2 月 1 日至 2029 年 7 月 25 日止 4、暂停转股时间：2025 年 7 月 10 日至 2025 年 7 月 17 日 5、恢复转股时间：2025 年 7 月 18 日 6、恢复转股后的转股价格：17.77 元/股 特此公告。 南京聚隆科技股份有限公司 董 事 会 2025 年 7 月 17 日 1 / 1 南京聚隆科技股份有限公司（以下简称"公司"）因实施 2024 年年度权益 分派方案，根据《南京聚隆科技股份有限公司向不特定对象发行可转换公司债 券募集说明书》（以下简称"《募集说明书》"）及相关规定，公司可转换公 司 ...