Market Overview - The refining and trading sector increased by 1.46% on August 12, with Bohui Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3665.92, up 0.5%, while the Shenzhen Component Index closed at 11351.63, up 0.53% [1] Stock Performance - Bohui Co., Ltd. (300839) closed at 14.94, with a rise of 9.61% and a trading volume of 300,900 shares, amounting to a transaction value of 445 million yuan [1] - China Petroleum (601857) closed at 8.77, up 2.10%, with a trading volume of 1,797,300 shares and a transaction value of 1.575 billion yuan [1] - Other notable stocks include Wanbangda (300055) with a 1.54% increase, closing at 6.58, and China Sinopec (600028) with a 1.41% increase, closing at 5.76 [1] Capital Flow - The refining and trading sector saw a net inflow of 136 million yuan from institutional investors, while retail investors experienced a net outflow of 19.97 million yuan [2] - Major stocks like China Petroleum had a net inflow of 2.15 billion yuan from institutional investors, while it faced a net outflow of 1.44 billion yuan from retail investors [3] Individual Stock Capital Flow - Bohui Co., Ltd. had a net inflow of 3983.44 million yuan from institutional investors, with a net outflow of 2027.84 million yuan from retail investors [3] - China Sinopec experienced a net inflow of 6546.07 million yuan from institutional investors, with a slight net outflow from retail investors [3] - Other stocks like Guangju Energy and Wanbangda also showed varying degrees of net inflow and outflow from different investor categories [3]

（文章来源：证券时报网） 今日各行业表现（截至上午10:28） 证券时报·数据宝统计，截至上午10:28，今日沪指涨0.39%，A股成交量577.79亿股，成交金额8510.42亿 元，比上一个交易日减少1.42%。个股方面，1611只个股上涨，其中涨停29只，3595只个股下跌，其中 跌停4只。从申万行业来看，煤炭、石油石化、综合等涨幅最大，涨幅分别为1.76%、1.42%、1.31%； 国防军工、建筑材料、电力设备等跌幅最大，跌幅分别为1.59%、0.80%、0.68%。 | 社会服务 | | | | 科锐国际 | | | --- | --- | --- | --- | --- | --- | | 电力设备 | -0.68 | 718.27 | -4.63 | 禾望电气 | -9.88 | | 建筑材料 | -0.80 | 87.93 | -26.11 | 天山股份 | -5.76 | | 国防军工 | -1.59 | 470.25 | 2.25 | 佳驰科技 | -7.77 | | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | ...

Market Overview - The Shanghai Composite Index increased by 0.47% today, with a trading volume of 1,019.49 million shares and a transaction value of 15,465.24 billion yuan, representing a 5.20% increase compared to the previous trading day [1]. Industry Performance - The electronic industry showed the highest increase at 1.99%, with a transaction value of 2,472.28 billion yuan, up 25.40% from the previous day. The leading stock was Cambrian, which rose by 20.00% [1]. - The oil and petrochemical sector rose by 1.49%, with a transaction value of 87.03 billion yuan, an increase of 6.78%. The leading stock was Bohai Chemical, which increased by 10.27% [1]. - The communication industry increased by 1.30%, with a transaction value of 760.43 billion yuan, up 5.89%. The leading stock was Guangku Technology, which rose by 19.99% [1]. - The coal industry saw a rise of 1.29%, with a transaction value of 67.17 billion yuan, up 32.79%. The leading stock was Huai Bei Mining, which increased by 2.95% [1]. Declining Industries - The defense and military industry experienced the largest decline at 0.88%, with a transaction value of 817.84 billion yuan, up 8.51%. The leading stock was Parker New Material, which fell by 6.28% [2]. - The steel industry decreased by 0.81%, with a transaction value of 97.79 billion yuan, down 9.74%. The leading stock was Xining Special Steel, which dropped by 3.06% [2]. - The construction materials sector fell by 0.67%, with a transaction value of 153.78 billion yuan, down 15.00%. The leading stock was Tianshan Shares, which decreased by 4.48% [2].

Group 1 - The computing power sector leads the market with a rise of 3.2% [1] - Companies such as Cambricon Technologies increased by 19.8%, BoHui Co. by 11.59%, and Zhongdian Xindong by 10.03% [1] - Other notable performers include Shenzhou Taiyue, Pinggao Group, and Daming City, each rising over 7% [1]

Group 1 - The company, Ningbo Bohui Chemical Technology Co., Ltd., announced the interest payment for its convertible bonds, Bohui Convertible Bonds, for the year 2025, with a face value of 1,000.00 yuan per bond and an interest rate of 1.10% [1][2] - The interest payment for every 10 bonds will be 11.00 yuan, which includes tax [2][3] - The interest payment period is from August 16, 2024, to August 15, 2025, and the payment will be made to all bondholders registered by the end of the trading day on August 15, 2025 [3][4] Group 2 - The company will entrust China Securities Shenzhen Branch to handle the interest payment, which will be distributed to the designated securities companies or other recognized institutions [4] - Individual bondholders are responsible for paying the personal income tax on the bond interest, which is set at a rate of 20% [4][5] - Foreign institutional investors are exempt from corporate income tax and value-added tax on the bond interest income until December 31, 2025 [5]

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 [3][2]. Group 2: Conversion and Pricing Details - The conversion price for the bonds was adjusted from 15.05 yuan to 10.69 yuan per share, effective from May 19, 2023 [3][5]. - 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][6]. - The calculation for the redemption price includes accrued interest, which is determined based on the bond's face value and the annual coupon rate of 1.8% [7][8].

| 证券代码：300839 | 证券简称：博汇股份 | 公告编号：2025-124 | | --- | --- | --- | | 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十二次提示性公告 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 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 ...

| 证券代码：300839 | 证券简称：博汇股份 | 公告编号：2025-123 | | --- | --- | --- | | 债券代码：123156 | 债券简称：博汇转债 | | 关于博汇转债 2025 年付息的公告 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： 1、"博汇转债"将于 2025 年 8 月 18 日（原付息日 2025 年 8 月 16 日为休息 日，顺延至下一个交易日，顺延期间不另付息）按面值支付第三年利息，每 10 张 "博汇转债"（面值 1,000.00 元）利息为 11.00 元（含税）。 2、债权登记日：2025 年 8 月 15 日 3、除息日：2025 年 8 月 18 日 宁波博汇化工科技股份有限公司 1、可转债简称：博汇转债 2、可转债代码：123156 3、可转债发行量：39,700.00 万元（397 万张） 4、可转债上市量：39,700.00 万元（397 万张） 4、付息日：2025 年 8 月 18 日 5、本次付息期间及票面利率：计息期间为 2024 年 8 月 16 日至 2025 年 8 ...

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 complete by August 19, 2025 [7][8]. - The redemption was triggered as the company's stock price met the condition of being at least 130% of the conversion price for 15 out of 30 consecutive trading days [2][6]. - The bonds will be delisted from the Shenzhen Stock Exchange following the completion of the redemption [8]. Group 2: Convertible Bond Issuance and Terms - The company issued 3.97 million convertible bonds on August 16, 2022, with a total issuance amount of 397 million yuan, and the bonds were listed on September 2, 2022 [2][3]. - The conversion period for the bonds is from February 22, 2023, to August 15, 2028, with the conversion price adjusted from 15.05 yuan to 10.69 yuan per share as of May 19, 2023 [3][5]. - The conditional redemption clause allows the company to redeem the bonds if the stock price conditions are met or if the remaining unconverted bonds are less than 30 million yuan [6].

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 | 证券代码：300839 | 证券简称：博汇股份 | 公告编号：2025-122 | | --- | --- | --- | | 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十一次提示性公告 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。 5、可转债停止转股日：2025 年 8 月 20 日 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 ...