Group 1 - The oil industry experienced a slight increase of 0.08% on August 4, with a net outflow of main funds amounting to 4.0268 million yuan [1] - Among the constituent stocks, 11 rose while 9 fell, indicating mixed performance within the sector [1] - The top net outflows were recorded for China National Offshore Oil Corporation (CNOOC) at 27.5103 million yuan, followed by *ST Xinchao at 15.0106 million yuan, and Guangju Energy at 9.3863 million yuan [1] Group 2 - China National Petroleum Corporation (CNPC) shares were priced at 8.47 yuan, with a decrease of 0.47% and a net inflow of 3.88638 million yuan, representing 4.0% of the main fund [1] - China Petroleum & Chemical Corporation (Sinopec) shares were priced at 5.65 yuan, down 0.72%, with a net inflow of 0.42157 million yuan, accounting for 2.59% of the main fund [1] - Shanghai Petrochemical Company shares were priced at 2.83 yuan, down 0.77%, with a net inflow of 0.07935 million yuan, representing 7.68% of the main fund [1]

Core Viewpoint - Ningbo Bohui Chemical Technology Co., Ltd. has triggered the conditional redemption clause for its convertible bonds due to the stock price meeting specific criteria, leading to the decision to redeem the bonds early [2][6]. Group 1: Convertible Bond Redemption - The company announced that the "Bohui Convertible Bonds" will be redeemed at a price of 100.02 yuan per bond, with the redemption process set to occur after August 19, 2025 [7][8]. - The redemption was approved by the board of directors on July 25, 2025, based on the stock price meeting the condition of being at least 130% of the conversion price for 15 out of 30 trading days [2][6]. - The bonds were originally issued on August 16, 2022, with a total issuance amount of 397 million yuan, and were listed on the Shenzhen Stock Exchange on September 2, 2022 [2][3]. Group 2: Conversion and Pricing Details - The conversion price for the bonds was adjusted from 15.05 yuan per share to 10.69 yuan per share, effective from May 19, 2023 [3]. - The bonds have a conversion period from February 22, 2023, to August 15, 2028, allowing bondholders to convert their bonds into shares during this timeframe [3]. - The calculation for the redemption price includes accrued interest, with the formula provided for determining the interest based on the bond's face value and interest rate [7].

Group 1 - The stock price of Bohui Co., Ltd. (300839) closed at 12.67 yuan on August 1, 2025, with an increase of 3.68% and a turnover rate of 6.45% [1] - The company reported a total revenue of 536 million yuan for Q1 2025, a year-on-year decrease of 32.42%, while the net profit attributable to shareholders was 47.62 million yuan, an increase of 52.10% [1] - The company's liquidity ratios are as follows: current ratio at 1.225, quick ratio at 0.745, and debt-to-asset ratio at 79.41% [1] Group 2 - Bohui Co., Ltd. has made investments in 11 companies and participated in 30 bidding projects [2] - The company holds 2 trademark registrations and 104 patents, along with 37 administrative licenses [2]

| 证券代码：300839 | 证券简称：博汇股份 | 公告编号：2025-114 | | --- | --- | --- | | 债券代码：123156 | 债券简称：博汇转债 | | 宁波博汇化工科技股份有限公司 关于提前赎回博汇转债的第六次提示性公告 本公司及董事会全体成员保证信息披露内容的真实、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、可转债赎回价格：100.02 元/张（含当期应计利息，当期年利率为 1.80%， 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"中国结算深圳分公司"）核准的价格为准。 2、可转债赎回条件满足日：2025 年 7 月 25 日 3、可转债停止交易日：2025 年 8 月 15 日 4、可转债赎回登记日：2025 年 8 月 19 日 5、可转债停止转股日：2025 年 8 月 20 日 8、投资者赎回款到账日：2025 年 8 月 27 日 9、赎回类别：全部赎回 10、最后一个交易日可转债简称：Z 博转债 11、根据安排，截至 2025 年 8 月 19 日收市后仍未转股的博汇转债，将按照 100.02 ...

Group 1 - The closing price of Bohui Co., Ltd. on July 31 was 12.22 yuan, down 0.35 yuan, representing a decline of 2.78% from the previous trading day [1] - The trading volume on that day was 128,636 hands, with a transaction amount of 160 million yuan [1] - Bohui Co., Ltd. operates in the oil industry, focusing on the research, production, and sales of petrochemical products, and is located in Zhejiang Province [1] Group 2 - On the evening of July 31, Bohui Co., Ltd. announced the fifth notice regarding the early redemption of "Bohui Convertible Bonds," stating that bonds not converted by the close of trading on August 19, 2025, will be forcibly redeemed at a price of 100.02 yuan per bond [1] - On July 31, the net outflow of main funds was 8.5004 million yuan, accounting for 0.27% of the circulating market value [1]

证券日报网讯 7月31日晚间，博汇股份发布公告称，根据安排，截至2025年8月19日收市后仍未转股 的"博汇转债"，将按照100.02元/张的价格被强制赎回，因目前"博汇转债"二级市场价格与赎回价格存在 较大差异，特别提醒"博汇转债"持有人注意在限期内转股，如果投资者不能在2025年8月19日当日及之 前完成转股，可能面临损失，敬请投资者注意投资风险。 （文章来源：证券日报） ...

Market Overview - The engineering machinery sector experienced a decline of 1.75% on July 31, with Hengli Drilling leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Top Performers - Tianyuan Intelligent (603273) saw a significant increase of 10.02%, closing at 21.09 with a trading volume of 218,000 shares and a turnover of 455 million yuan [1] - Southern Road Machinery (603280) also rose by 10.01%, closing at 54.86 with a trading volume of 82,400 shares [1] - Changling Hydraulic (605389) increased by 9.99%, closing at 48.99 with a trading volume of 45,400 shares [1] Underperformers - Hengli Drilling (836942) experienced the largest decline, down 11.39% to 57.90 with a trading volume of 135,500 shares and a turnover of 811 million yuan [2] - Tuoshan Heavy Industry (001226) fell by 9.97%, closing at 40.00 with a trading volume of 109,400 shares [2] - Wuxin Suizhuang (835174) decreased by 7.19%, closing at 64.67 with a trading volume of 87,500 shares [2] Capital Flow - The engineering machinery sector saw a net outflow of 566 million yuan from institutional investors and 196 million yuan from speculative funds, while retail investors contributed a net inflow of 762 million yuan [2][3] - Notable capital flows include Huadong Heavy Machine (002685) with a net inflow of 17.7 million yuan from institutional investors, while Tianyuan Intelligent (603273) had a net outflow of 143 million yuan from institutional investors [3]

| 证券代码：300839 | 证券简称：博汇股份 | 公告编号：2025-113 | | --- | --- | --- | | 债券代码：123156 | 债券简称：博汇转债 | | 关于提前赎回博汇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内容的真实、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、可转债赎回价格：100.02 元/张（含当期应计利息，当期年利率为 1.80%， 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"中国结算深圳分公司"）核准的价格为准。 2、可转债赎回条件满足日：2025 年 7 月 25 日 3、可转债停止交易日：2025 年 8 月 15 日 4、可转债赎回登记日：2025 年 8 月 19 日 5、可转债停止转股日：2025 年 8 月 20 日 宁波博汇化工科技股份有限公司 6、可转债赎回日：2025 年 8 月 20 日 7、发行人赎回资金到账日（到达中国结算账户）：2025 年 8 月 25 日 8、投资者赎回款到账日：2025 年 8 月 27 日 9、赎回类别：全部赎回 10、最后一个 ...

数据来源：天眼查APP 证券之星消息，根据天眼查APP数据整理，近日，宁波起航新材料科技有限公司成立，法定代表人为王 律，注册资本100万元，经营范围包含：一般项目：新材料技术研发；新材料技术推广服务；技术服 务、技术开发、技术咨询、技术交流、技术转让、技术推广；石油制品制造(不含危险化学品)；石油制 品销售(不含危险化学品)；润滑油加工、制造(不含危险化学品)；润滑油销售；专用化学产品制造(不含 危险化学品)；专用化学产品销售(不含危险化学品)；化工产品生产(不含许可类化工产品)；化工产品销 售(不含许可类化工产品)；合成材料制造(不含危险化学品)；合成材料销售；生物基材料制造；生物基 材料销售；食品添加剂销售；货物进出口；进出口代理；技术进出口；非居住房地产租赁；租赁服务 (不含许可类租赁服务)；仓储设备租赁服务(除依法须经批准的项目外，凭营业执照依法自主开展经营活 动)。许可项目：出口监管仓库经营(依法须经批准的项目，经相关部门批准后方可开展经营活动，具体 经营项目以审批结果为准)。天眼查APP股权穿透显示，该公司由博汇股份全资持股。 ...

证券代码：300839 证券简称：博汇股份 公告编号：2025-111 债券代码：123156 债券简称：博汇转债 宁波博汇化工科技股份有限公司 关于博汇转债转股数额累计达到转股前公司 已发行股份总额 10%的公告 本公司及董事会全体成员保证信息披露内容的真实、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： 司"）公开发行的可转换公司债券（以下简称"可转债"）"博汇转债"累计转股 数量为 18,941,657 股，占可转债开始转股前公司已发行股份总数 175,760,000 股的 占公司可转债发行总量 3,970,000 张的 61.81%。 一、可转换公司债券基本情况 （一）可转换公司债券发行情况 经中国证券监督管理委员会证监许可〔2022〕1568 号文同意注册，公司于 2022 年 8 月 16 日向不特定对象发行了 397 万张可转换公司债券，每张面值 100 元，发行 总额 39,700.00 万元。发行方式采用向公司在股权登记日（2022 年 8 月 15 日，T-1 日）收市后中国结算深圳分公司登记在册的原股东优先配售，原股东优先配售后余 额部分（含原股东放弃优先配售部分）通过深 ...