回转支承专业制造 证券代码：300850 证券简称：新强联 公告编号：2025-074 债券代码：123161 债券简称：强联转债 洛阳新强联回转支承股份有限公司 关于"强联转债"即将停止转股暨赎回前最后一个交易日的 重要提示性公告 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。 重要内容提示： 1、最后转股日：2025 年 9 月 30 日 因"强联转债"已停止交易，公司特提醒投资者在期限内转股。2025 年 9 月 30 日 为"强联转债"最后一个转股日，当日收市前，持有"强联转债"的投资者仍可进行转 股。2025 年 9 月 30 日收市后，仍未实施转股的"强联转债"将停止转股，剩余可转债 将按照 100.99 元/张（含当期应计利息，当期年利率为 1.00%，且当期利息含税）的价 格强制赎回。若被强制赎回，投资者可能面临损失，敬请投资者注意投资风险。 3、特别提醒"强联转债"持有人注意在限期内转股。 特别提示： 1、"强联转债"赎回价格：100.99 元/张（含当期应计利息，当期年利率为 1.00%， 且当期利息含税），扣税后的赎回价格以中国证券登记结 ...

Core Insights - Xin Qiang Lian's stock price increased by 4.1% on September 29, reaching 42.40 CNY per share, with a trading volume of 1.536 billion CNY and a turnover rate of 12.39%, resulting in a total market capitalization of 17.31 billion CNY [1] - The stock has seen a cumulative increase of 10.47% over the past three days [1] Company Overview - Luoyang Xin Qiang Lian Turntable Bearing Co., Ltd. was established on August 3, 2005, and went public on July 13, 2020 [1] - The company specializes in the research, development, production, and sales of large turntable bearings and industrial forgings [1] - Revenue breakdown: Wind power products 75.84%, locking discs 7.26%, others 6.23%, forgings 6.05%, shield machine products 1.49%, offshore equipment 1.39%, electricity 1.15%, other bearing products 0.42%, couplings 0.10%, gearbox bearings 0.03%, wind turbine transmission components 0.03% [1] Fund Holdings - One fund under China Merchants Fund holds a significant position in Xin Qiang Lian, specifically the China Merchants Ruihong 6-month holding period mixed A fund (012443) [2] - In the second quarter, the fund reduced its holdings by 62,400 shares, maintaining a total of 62,400 shares, which represents 0.94% of the fund's net value, making it the second-largest holding [2] - The fund has generated a floating profit of approximately 104,200 CNY today and 250,800 CNY during the three-day increase [2] Fund Performance - China Merchants Ruihong 6-month holding period mixed A fund was established on December 21, 2021, with a current scale of 212 million CNY [2] - Year-to-date return is 4.33%, ranking 6873 out of 8244 in its category; one-year return is 8.44%, ranking 6753 out of 8080; since inception return is 7.55% [2] - Fund managers are Yu Yafang and Yang Yiyang, with respective management tenures of 8 years and 3 years [2]

Group 1 - The core viewpoint of the news is the significant stock performance of Xin Qiang Lian, which has seen a 10.47% increase over three consecutive days, reaching a price of 42.40 CNY per share with a market capitalization of 17.31 billion CNY [1] - Xin Qiang Lian specializes in the research, production, and sales of large slewing bearings and industrial forgings, with wind power products accounting for 75.84% of its main business revenue [1] - The company was established on August 3, 2005, and went public on July 13, 2020, indicating a relatively recent entry into the public market [1] Group 2 - The Hengsheng Qianhai Fund holds a significant position in Xin Qiang Lian, with 36,800 shares representing 2.33% of the fund's net value, making it the fifth-largest holding [2] - The fund has achieved a year-to-date return of 37.72% and a one-year return of 47.01%, ranking it 2055 out of 8244 and 2621 out of 8080 in its category, respectively [2] - The fund manager, Xing Cheng, has been in charge for 3 years and 192 days, with the best fund return during this period being 87.69% [2]

Core Viewpoint - The wind power equipment sector is experiencing significant activity, with multiple companies showing notable stock performance, indicating a positive trend in the industry [1] Company Performance - Jixin Technology has achieved three consecutive trading limit increases [1] - Weili Transmission has seen a stock price increase of over 10% [1] - Other companies such as Tongyu Heavy Industry, Goldwind Technology, Mingyang Smart Energy, New Strong Union, and Taisheng Wind Power have also experienced stock price increases [1]

回转支承专业制造 | 证券代码：300850 | 证券简称：新强联 | 公告编号：2025-073 | | --- | --- | --- | | 债券代码：123161 | 债券简称：强联转债 | | 洛阳新强联回转支承股份有限公司 关于"强联转债"赎回实施暨即将停止转股的重要提示性公告 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。 重要内容提示： 1、最后转股日：2025 年 9 月 30 日 因"强联转债"已停止交易，公司特提醒投资者在期限内转股。2025 年 9 月 30 日 为"强联转债"最后一个转股日，当日收市前，持有"强联转债"的投资者仍可进行转 股。2025 年 9 月 30 日收市后，仍未实施转股的"强联转债"将停止转股，剩余可转债 将按照 100.99 元/张（含当期应计利息，当期年利率为 1.00%，且当期利息含税）的价 格强制赎回。若被强制赎回，投资者可能面临损失，敬请投资者注意投资风险。 截至 2025 年 9 月 26 日收市后，距离"强联转债"赎回日（2025 年 10 月 9 日）仅 剩下 2 个交易日。 2、债券持有人若转股 ...

Core Viewpoint - The wind power equipment sector has shown significant strength, with multiple companies experiencing substantial stock price increases, indicating a positive market sentiment towards the industry [1] Group 1: Market Performance - Jixin Technology (601218) has achieved two consecutive trading limits, while Riyue Co. (603218), Mingyang Smart Energy (601615), and Weili Transmission (300904) have reached their daily price limits [1] - Other companies such as Tianneng Heavy Industry (300569) and Pangu Intelligent (301456) have seen stock price increases exceeding 10% [1] - Companies like Tongyu Heavy Industry (300185), Tianshun Wind Energy (002531), Xinqianglian (300850), Dajin Heavy Industry (002487), and Feiwo Technology (301232) have also experienced upward trends in their stock prices [1] Group 2: Industry Insights - Ping An Securities highlights that the hydrogen and ammonia business is essentially an extension of the power station business [1] - Following the implementation of Document No. 136, there were initial concerns regarding the development prospects of wind turbine companies' power station businesses [1] - With policy support for green liquid fuels and increased investments by wind turbine companies in hydrogen and ammonia, the potential for power station business has expanded [1] - The current environment presents a threefold resonance for wind turbine companies, including an upward turning point in domestic wind turbine manufacturing profitability, upcoming performance realization from overseas markets, and an increase in hydrogen and ammonia contributions to power station businesses [1] - The outlook for investment opportunities in wind power equipment manufacturers is positive [1]

Group 1 - Wind power equipment sector increased by 1.78% on September 25, with Jixin Technology leading the gains [1] - Shanghai Composite Index closed at 3853.3, down 0.01%, while Shenzhen Component Index closed at 13445.9, up 0.67% [1] - Jixin Technology's stock price rose by 10.04% to 5.15, with a trading volume of 520,900 shares [1] Group 2 - The wind power equipment sector saw a net inflow of 165 million yuan from institutional investors, while retail investors experienced a net outflow of 120 million yuan [2][3] - Jixin Technology had a net inflow of 129 million yuan from institutional investors, accounting for 48.67% of its trading volume [3] - Other notable stocks included Yunda Co. with a 5.12% increase and Goldwind Technology with a 4.92% increase [1]

回转支承专业制造 | 证券代码：300850 | 证券简称：新强联 | 公告编号：2025-072 | | --- | --- | --- | | 债券代码：123161 | 债券简称：强联转债 | | 洛阳新强联回转支承股份有限公司 关于"强联转债"赎回实施暨即将停止转股的重要提示性公告 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。 重要内容提示： 1、最后转股日：2025 年 9 月 30 日 因"强联转债"已停止交易，公司特提醒投资者在期限内转股。2025 年 9 月 30 日 为"强联转债"最后一个转股日，当日收市前，持有"强联转债"的投资者仍可进行转 股。2025 年 9 月 30 日收市后，仍未实施转股的"强联转债"将停止转股，剩余可转债 将按照 100.99 元/张（含当期应计利息，当期年利率为 1.00%，且当期利息含税）的价 格强制赎回。若被强制赎回，投资者可能面临损失，敬请投资者注意投资风险。 截至 2025 年 9 月 25 日收市后，距离"强联转债"赎回日（2025 年 10 月 9 日）仅 剩下 3 个交易日。 2、债券持有人若转股 ...

回转支承专业制造 | 证券代码：300850 | 证券简称：新强联 | 公告编号：2025-071 | | --- | --- | --- | | 债券代码：123161 | 债券简称：强联转债 | | 洛阳新强联回转支承股份有限公司 关于"强联转债"赎回实施暨即将停止交易的重要提示性公告 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。 重要内容提示： 1、最后交易日：2025 年 9 月 25 日 2025 年 9 月 25 日为"强联转债"最后一个交易日，当日"强联转债"简称为"Z 联转债"，2025 年 9 月 25 日收市后"强联转债"将停止交易。 2、最后转股日：2025 年 9 月 30 日 2025 年 9 月 30 日为"强联转债"最后一个转股日，当日收市前，持有"强联转债" 的投资者仍可进行转股。2025 年 9 月 30 日收市后，仍未实施转股的"强联转债"将停 止转股，剩余可转债将按照 100.99 元/张（含当期应计利息，当期年利率为 1.00%，且 当期利息含税）的价格强制赎回。若被强制赎回，投资者可能面临损失，敬请投资者注 意投资风 ...

Core Viewpoint - The announcement details the redemption process for the "Qianglian Convertible Bonds" issued by Luoyang Xinqianglian Slewing Bearing Co., Ltd, highlighting the final trading and conversion dates along with the bond's performance since issuance [1] Group 1: Redemption Details - The last trading day for the "Qianglian Convertible Bonds" is September 25, 2025, after which trading will cease [1] - The final conversion date is September 30, 2025, and any bonds not converted will be forcibly redeemed at 100.99 CNY per bond [1] - The company issued the bonds in October 2022 with a total amount of 1.21 billion CNY and an initial conversion price of 86.69 CNY per share [1] Group 2: Stock Performance - As of the latest update, the conversion price has decreased to 21.80 CNY per share, indicating a significant drop in value since issuance [1] - The company's stock triggered conditional redemption clauses between August 14 and September 3, suggesting potential volatility in stock performance [1] Group 3: Investor Guidance - The company advises investors to open the ChiNext board trading permissions for conversion and warns of potential losses for those who do not convert in time [1] - The announcement includes information on the redemption process and consultation methods for investors [1]