Group 1 - The company has approved a guarantee for its wholly-owned subsidiary, New Qianglian (Jiangsu) Heavy Industry Technology Co., Ltd., to apply for a bank credit of up to RMB 385 million from Shanghai Pudong Development Bank Suzhou Branch [2][3] - The guarantee is part of the company's development plan and is aimed at meeting the operational funding needs of New Qianglian Heavy Industry [3] - The registered capital of New Qianglian Heavy Industry has increased from RMB 30 million to RMB 160 million after introducing new minority shareholders [3] Group 2 - The company continues to provide a guarantee of up to RMB 385 million for various financing activities of New Qianglian Heavy Industry with the bank [3][4] - A counter-guarantee agreement has been signed with the new minority shareholders, who will provide unconditional and irrevocable counter-guarantees for 10% of the company's actual payments made on behalf of New Qianglian Heavy Industry [3][4] - The total amount of external guarantees provided by the company and its subsidiaries is RMB 1.0218 billion, accounting for 19.99% of the latest audited net assets [4]

回转支承专业制造 证券代码：300850 证券简称：新强联 公告编号：2025-036 债券代码：123161 债券简称：强联转债 回转支承专业制造 洛阳新强联回转支承股份有限公司 关于为子公司提供担保的补充公告 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。 一、担保情况概述 洛阳新强联回转支承股份有限公司（以下简称"公司"）于 2024 年 5 月 28 日召开 第四届董事会第六次会议审议通过了《关于为全资子公司提供担保的议案》，同意公司 为新强联（江苏）重工科技有限责任公司（以下简称"新强联重工"）向上海浦东发展 银行股份有限公司苏州分行（以下简称"浦发银行苏州分行"）申请银行授信提供最高 不超过 38,500 万元的连带责任保证担保，具体担保额度、担保期限以最终签订协议为 准，同时授权公司董事长及其委托代理人根据新强联重工的经营实际需要办理上述事项， 具体内容详见公司 2024 年 5 月 28 日在巨潮资讯网（www.cninfo.com.cn）上披露的《关 于为全资子公司提供担保的公告》（公告编号：2024-028）。 二、担保进展情况 2024 ...

Group 1 - The core viewpoint of the articles highlights the positive operational developments of listed companies in the second quarter of 2025, showcasing advancements in various sectors such as semiconductors, robotics, new energy, and new materials [2][3] - Companies are actively sharing updates on project progress, new technologies, and orders, indicating a trend of industrial upgrades and strategic transformations [2][3] - High-growth sectors continue to exhibit strong growth momentum, while cyclical industries are seeking balance amid supply-demand adjustments [3] Group 2 - Chip companies are benefiting from the AI industry, with interconnect chip orders exceeding RMB 12.9 billion as of April 22, 2025, and expectations for significant growth in DDR5 memory interface chip demand [4] - Traditional cyclical industries like coal and chemicals are showing resilience through cost control and structural optimization, with companies like Guanghui Energy anticipating stabilization in coal prices due to various market factors [4][5] - Manufacturing companies are focusing on improving production efficiency and meeting customer demands, with firms like Xinqianglian and Guangxin Materials reporting strong order backlogs and plans for product launches [5] Group 3 - Many listed companies are already building momentum for annual revenue growth, particularly in emerging sectors like new energy and robotics, with plans for market expansion and quality enhancement through mergers and acquisitions [6] - Companies like Longmag Technology are localizing raw material supply to reduce production costs and enhance supply chain stability [6] - Hechuan Technology is actively developing humanoid robots and plans to launch new products in the second half of 2025 [6] Group 4 - The new merger regulations have made acquisitions a key strategy for A-share companies to optimize resource allocation, with firms like Chenhua Co. targeting investments in new materials and fine chemical agents [7] - Guoxing Optoelectronics is focusing on upstream and downstream opportunities in the LED and optical sensing sectors, while Zhenbaodao is exploring new industries through asset acquisitions [7] - Huichuan Technology is looking for overseas acquisition opportunities, concentrating on automation, digitalization, and intelligent sectors that align with its core business [7]

Group 1 - The core viewpoint of the news is that Ru Sheng Asset has conducted research on a listed company, Xin Qiang Lian, focusing on its production capabilities and market strategies [1] - Xin Qiang Lian has achieved self-supply in the rolling body and forging fields, with its precision bearing projects primarily concentrated in the wind power sector and gearbox bearings currently in small batch shipments [1] - The company is expanding its production capacity through equipment debugging, process optimization, and talent development, while also developing overseas markets [1] Group 2 - Xin Qiang Lian possesses various heat treatment processes and corresponding equipment, allowing for flexible selection of the most suitable heat treatment methods [1] - The company has sufficient order backlogs and is striving to improve production efficiency by optimizing processes to enhance capacity utilization [1] - Continuous investment in research and development is a priority for the company [1]

证券代码：300850 证券简称：新强联 债券代码：123161 债券简称：强联转债 3、下游风电装机向好，公司在手订单充足，公司如何保 障交付？海外业务开展情况如何？ 公司目前产能利用率保持在高位运行，同时也通过设备调 试、生产工艺优化、人才梯队搭建等方式，进一步扩大产能保 证产品交付。公司客户主要集中在国内，海外市场处于开发阶 段，公司现阶段的经营重心更多的是放在国内市场，未来将持 续关注国内外政策动态和市场机会，积极开拓业务。 洛阳新强联回转支承股份有限公司 投资者关系活动记录表 编号：2025-008 | | ☑特定对象调研分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访□业绩说明会 □新闻发布会□路演活动 | | 类别 | ☑现场参观 | | | 其他（电话会议） | | | 华夏基金：陈希文；丹羿投资：郭沛瑶；建信基金：高青青； | | 参与单位名称及 | 南京证券资管：李承书；复胜资产：孙克遥；国海证券：邱迪； | | 人员姓名 | 泰康资产：鲍亮、李帛洋、陈正策；华西证券：王好尚、黄瑞 | | 连 | | | 时间 | 2025 年 5 月 27 日上午 10 ...

风电设备 主轴轴承放量兑现，齿轮箱轴承布局打开成长新空间 新强联 24 年报&25Q1 业绩点评 新强联（300850.SZ） 证券研究报告/公司点评报告 2025 年 05 月 16 日 | 评级： | 增持（首次） | 公司盈利预测及估值 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 指标 | 2023A | | 2024A | 2025E | 2026E | 2027E | | 分析师：曾彪 | | 营业收入（百万元） | | 2,824 | 2,946 | 4,340 | 5,198 | 5,910 | | | | 增长率 yoy% | | 6% | 4% | 47% | 20% | 14% | | 执业证书编号：S0740522020001 | | 归母净利润（百万元） | | 375 | 65 | 458 | 594 | 711 | | Email：zengbiao@zts.com.cn | | 增长率 yoy% | | 19% | -83% | 601% | 30% | 20% | | | ...

Core Viewpoint - The company has announced adjustments to the conversion price of its convertible bonds, reflecting changes in its equity structure and dividend distribution plans [2][5][9] Group 1: Convertible Bond Issuance - The company issued 12.1 million convertible bonds at a face value of 100 RMB each, totaling 1.21 billion RMB, approved by the China Securities Regulatory Commission [2] - The bond code is "123161" and is referred to as "Qianglian Convertible Bonds" [2] Group 2: Conversion Price Adjustment Mechanism - The conversion price will be adjusted based on various corporate actions such as stock dividends, capital increases, and cash dividends, using specific formulas [3][4] - The adjusted conversion price will be announced through designated media, ensuring transparency for bondholders [4] Group 3: Historical Adjustments - The conversion price was adjusted to 86.59 RMB per share effective May 11, 2023, following a previous adjustment [4] - Subsequent adjustments brought the conversion price down to 40.64 RMB per share effective May 29, 2023, and further to 40.91 RMB per share effective September 21, 2023 [5][6] - The latest adjustment set the conversion price to 40.26 RMB per share effective May 21, 2024 [7] Group 4: Recent Adjustments and Dividend Distribution - The company plans to distribute a cash dividend of 0.92 RMB per share, totaling approximately 33 million RMB, based on its total share capital as of April 22, 2025 [8] - Following this dividend distribution, the conversion price will be adjusted from 21.89 RMB to 21.80 RMB per share, effective May 23, 2025 [9]

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 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。 回转支承专业制造 证券代码：300850 证券简称：新强联 公告编号：2025-034 洛阳新强联回转支承股份有限公司（以下简称"公司"）2024 年年度权益分派方案 已经 2025 年 5 月 14 日召开的 2024 年年度股东大会审议通过，现将权益分派事宜公告 如下： 一、股东大会审议通过的利润分配方案情况 年度利润分配预案的议案》。公司 2024 年年度利润分配方案为： 以公司截至 2025 年 4 月 22 日总股本 358,745,103 股为基数，向全体股东每 10 股 派发现金红利 0.92 元（含税），合计派发现金红利人民币 33,004,549.48 元（含税）， 不送红股，不进行资本公积金转增股本，剩余未分配利润结转以后年度。如权益分派股 权登记日前公司股本发生变动的，将按照分配比例不变的原则对分配总额进行调整。 可转换公司债券（债券简称：强联转债；债券代码：123161）正处于转股期，自 2025 年 4 月 23 ...

回转支承专业制造 债券代码：123161 债券简称：强联转债 证券代码：300850 证券简称：新强联 公告编号：2025-035 1、债券简称：强联转债，债券代码：123161； 2、本次调整前转股价格：21.89 元/股； 3、本次调整后转股价格：21.80 元/股； 4、转股价格调整生效日期：2025 年 5 月 23 日。 一、关于可转换公司债券转股价格调整的相关规定 经中国证券监督管理委员会《关于同意洛阳新强联回转支承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〔2022〕2158 号）核准，洛阳新强联 回转支承股份有限公司（以下简称"公司"）于 2022 年 10 月 11 日向不特定对象发行 可转换公司债券 1,210.00 万张，每张面值为人民币 100 元，发行总额为人民币 121,00 0.00 万元。本次发行可转换公司债券的上市时间为 2022 年 10 月 27 日，债券简称为"强 联转债"、债券代码为"123161"。 洛阳新强联回转支承股份有限公司 关于"强联转债"转股价格调整的公告 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 ...

回转支承专业制造 证券代码：300850 证券简称：新强联 公告编号：2025-034 债券代码：123161 债券简称：强联转债 一、股东大会审议通过的利润分配方案情况 1、公司于 2025 年 5 月 14 日召开 2024 年年度股东大会，审议通过了《关于公司 2024 年度利润分配预案的议案》。公司 2024 年年度利润分配方案为： 以公司截至 2025 年 4 月 22 日总股本 358,745,103 股为基数，向全体股东每 10 股 派发现金红利 0.92 元（含税），合计派发现金红利人民币 33,004,549.48 元（含税）， 不送红股，不进行资本公积金转增股本，剩余未分配利润结转以后年度。如权益分派股 权登记日前公司股本发生变动的，将按照分配比例不变的原则对分配总额进行调整。 2、自上述分配方案披露至实施期间公司股本总额的变化：上述预案公布后，公司 可转换公司债券（债券简称：强联转债；债券代码：123161）正处于转股期，自 2025 年 4 月 23 日至 2025 年 5 月 14 日，转股数量为 22,046,201 股，公司总股本由 358,745,103 股增加至 380,79 ...