Group 1 - The core point of the news is that Montai High-tech (300876) has seen significant net buying in financing activities, with a net purchase of 215.69 million yuan on October 13, 2025, and a total of 1,117.28 million yuan in net buying over the last three trading days [1][2][3] - The financing balance reached 8,155.06 million yuan, reflecting a 2.72% increase compared to the previous day [2][3] - In the last 20 trading days, there have been 13 days with net financing purchases, indicating a strong interest from investors [1] Group 2 - The financing net purchases on October 10 and October 9 were 210.58 million yuan and 691.00 million yuan, respectively, showing a consistent upward trend in financing activities [2][3] - The financing balance has increased steadily over the past few trading days, with notable increases of 9.82% on October 9 and 9.37% on September 30 [3] - There were no short-selling transactions on the day of the report, indicating a focus on financing rather than short-selling activities [1]

Group 1 - The core announcement from Montai High-tech indicates that the "Montai Convertible Bonds" will be forcibly redeemed at a price of 101.19 yuan per bond if not converted by the market close on October 29, 2025 [2] - The current market price of the "Montai Convertible Bonds" is significantly different from the redemption price, which raises concerns for bondholders [2] - Investors are advised to convert their bonds within the specified period to avoid potential losses [2]

| 证券代码：300876 | 证券简称：蒙泰高新 | 公告编号：2025-069 | | --- | --- | --- | | 转债代码：123166 | 转债简称：蒙泰转债 | | 广东蒙泰高新纤维股份有限公司 关于控股股东及其一致行动人因可转债转股 1、本次权益变动主要系公司可转换公司债券转股使公司总股本增加，致使 控股股东及其一致行动人合计权益比例由 59.80%被动稀释至 58.74%，触及 1%的 整数倍，不涉及持股数量发生变化。 2、本次权益变动不涉及要约收购，不会导致公司控股股东及其一致行动人 发生变化，不会影响公司的治理结构和持续经营。 近日，因广东蒙泰高新纤维股份有限公司（以下简称"公司"）总股本增加， 导致公司控股股东及其一致行动人在持股数量不变的情况下，合计权益比例被动 稀释，现将本次权益变动情况公告如下： 一、本次权益变动的基本情况 根据中国证券监督管理委员会《关于同意广东蒙泰高新纤维股份有限公司向 不特定对象发行可转换公司债券注册的批复》（证监许可〔2022〕1906 号），公 司于 2022 年 11 月 2 日向不特定对象发行可转换公司债券 3,000,000 张，每张面 值 ...

| 证券代码：300876 | 证券简称：蒙泰高新 | 公告编号：2025-068 | | --- | --- | --- | | 转债代码：123166 | 转债简称：蒙泰转债 | | 广东蒙泰高新纤维股份有限公司 关于提前赎回蒙泰转债的第四次提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 1、"蒙泰转债"赎回价格：101.19元/张（含当期应计利息，当期年利率为 1.20%，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"）核准的价格为准。 2、赎回条件满足日：2025年9月29日 11、根据安排，截至2025年10月29日收市后仍未转股的"蒙泰转债"将被强 制赎回，本次赎回完成后，"蒙泰转债"将在深圳证券交易所（以下简称"深交 所"）摘牌，特提醒"蒙泰转债"持券人注意在限期内转股。债券持有人持有的 "蒙泰转债"如存在被质押或被冻结的，建议在停止转股日前解除质押或冻结， 以免出现因无法转股而被赎回的情形。 12、债券持有人若转股，需开通创业板交易权限。投资者不符合创业板股票 适当性管 ...

Core Viewpoint - The company, Guangdong Montai High-tech Fiber Co., Ltd., has announced the early redemption of its convertible bonds, "Montai Convertible Bonds," due to the fulfillment of certain conditions related to the stock price performance, aiming to reduce interest expenses and improve capital efficiency [5][15]. Group 1: Redemption Details - The redemption price for "Montai Convertible Bonds" is set at 101.19 CNY per bond, including accrued interest at an annual rate of 1.20% [2][15]. - The conditions for redemption were met on September 29, 2025, with the last trading day being October 27, 2025, and the redemption date on October 30, 2025 [3][18]. - Investors must ensure that any pledged or frozen bonds are released before the stop conversion date to avoid forced redemption [3][4]. Group 2: Bond Issuance and Trading - The company issued 3,000,000 convertible bonds on November 2, 2022, with a total fundraising amount of 300 million CNY [5][24]. - The bonds were listed for trading on the Shenzhen Stock Exchange starting November 25, 2022, under the code "123166" [6][24]. - The initial conversion price was set at 26.15 CNY per share, which was adjusted to 25.95 CNY and then to 25.75 CNY due to dividend distributions [8][9]. Group 3: Conversion Rights and Conditions - The conversion period for the bonds started on May 8, 2023, and will last until November 1, 2028 [7]. - The conditional redemption clause was triggered as the stock price exceeded 130% of the conversion price for 15 trading days [15][24]. - The current conversion price is 23.47 CNY per share, reflecting a downward adjustment made on November 7, 2024 [10][24]. Group 4: Impact on Shareholding Structure - The conversion of bonds has led to an increase in the total share capital, resulting in a passive dilution of the controlling shareholder's equity from 60.39% to 59.80% [23][25]. - This change does not involve any change in the number of shares held by the controlling shareholders and does not affect the company's governance structure [23][25].

| 证券代码：300876 | 证券简称：蒙泰高新 | 公告编号：2025-066 | | --- | --- | --- | | 转债代码：123166 | 转债简称：蒙泰转债 | | 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 广东蒙泰高新纤维股份有限公司 关于提前赎回蒙泰转债的第三次提示性公告 1、"蒙泰转债"赎回价格：101.19元/张（含当期应计利息，当期年利率为 1.20%，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"）核准的价格为准。 2、赎回条件满足日：2025年9月29日 11、根据安排，截至2025年10月29日收市后仍未转股的"蒙泰转债"将被强 制赎回，本次赎回完成后，"蒙泰转债"将在深圳证券交易所（以下简称"深交 所"）摘牌，特提醒"蒙泰转债"持券人注意在限期内转股。债券持有人持有的 "蒙泰转债"如存在被质押或被冻结的，建议在停止转股日前解除质押或冻结， 以免出现因无法转股而被赎回的情形。 12、债券持有人若转股，需开通创业板交易权限。投资者不符合创业板股票 适当性管 ...

| 证券代码：300876 | 证券简称：蒙泰高新 | 公告编号：2025-067 | | --- | --- | --- | | 转债代码：123166 | 转债简称：蒙泰转债 | | 广东蒙泰高新纤维股份有限公司 权益比例被动稀释的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 1、本次权益变动主要系公司可转换公司债券转股使公司总股本增加，致使 控股股东及其一致行动人合计权益比例由 60.39%被动稀释至 59.80%，触及 5%的 整数倍，不涉及持股数量发生变化。 2、本次权益变动不涉及要约收购，不会导致公司控股股东及其一致行动人 发生变化，不会影响公司的治理结构和持续经营。 近日，因广东蒙泰高新纤维股份有限公司（以下简称"公司"）总股本增加， 导致公司控股股东及其一致行动人在持股数量不变的情况下，合计权益比例被动 稀释，现将本次权益变动情况公告如下： 一、本次权益变动的基本情况 根据中国证券监督管理委员会《关于同意广东蒙泰高新纤维股份有限公司向 不特定对象发行可转换公司债券注册的批复》（证监许可〔2022〕1906 号），公 司 ...

中证鹏元资信评估股份有限公司 中证鹏元公告【2025】477 号 当前丙纶长丝市场需求仍较弱，公司聚丙烯纤维扩产项目和新投 产的膨体连续长丝项目等面临较大的市场消化压力，短期盈利能力和 营运资金压力仍难以改善，而碳纤维项目投资规模较大，随着项目持 续推进，公司对外部融资需求增加，将进一步推升公司杠杆水平。 此外，截至 2025 年 9 月 30 日，"蒙泰转债"余额为 2.22 亿元， 累计转股率为 26.01%。公司股票价格自 2025 年 8 月 20 日至 2025 年 9 月 29 日已有 15 个交易日的收盘价格不低于"蒙泰转债"当期转股 价格（即 23.47 元/股）的 130%（即 30.51 元/股），已触发"蒙泰 转债"的有条件赎回条款。根据公司安排，截至 2025 年 10 月 29 日 收市后仍未转股的"蒙泰转债"将被强制赎回，本次赎回完成后，"蒙 泰转债"将在深圳证券交易所摘牌。 考虑到蒙泰高新作为国内丙纶长丝行业龙头企业，市场占有率领 先，随着下游应用场景的挖掘、市场拓展和经营规模的扩大，预计有 助于公司巩固行业地位。 中证鹏元关于关注广东蒙泰高新纤维股份有限公司孙 公司不动产抵押的 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：尊敬的董秘您好，请问公司目前的碳纤维的应用场景 主要有哪些，是否涉及机器人，新能源汽车，无人机等产品的应用？ 蒙泰高新（300876.SZ）10月10日在投资者互动平台表示，尊敬的投资者您好，公司目前的碳纤维项目 尚未投产，公司正努力推进项目建设。碳纤维细如发丝、轻如鸿毛、强如钢铁，碳纤维及其复合材料产 品已在机器人、新能源汽车、无人机等高端制造领域得到应用，相信也将开拓出更多应用场景。 ...

Core Points - The announcement highlights a passive dilution of the controlling shareholder's equity ratio from 61.56% to 60.39% due to the conversion of convertible bonds into shares, without any change in the number of shares held [2][3][4] - The company has issued 3,000,000 convertible bonds with a total fundraising amount of RMB 300 million, and the bonds are currently in the conversion period [3][26] - The current conversion price of the bonds is RMB 23.47 per share, which has been adjusted from the initial price of RMB 26.15 per share [3][30][32] Group 1 - The controlling shareholder's equity ratio was diluted due to the conversion of bonds, but this does not involve a change in the number of shares held [2][4] - The company issued convertible bonds on November 2, 2022, and they began trading on November 25, 2022 [3][28] - As of September 30, 2025, a total of 1,877,488 shares have been converted from the bonds, increasing the total share capital from 97,446,217 to 99,323,705 shares [3][33] Group 2 - The company plans to redeem the convertible bonds at a price of RMB 101.19 per bond, including accrued interest, with the redemption date set for October 30, 2025 [6][17][20] - The redemption will occur if the bonds are not converted by the deadline, and the last trading day for the bonds will be October 27, 2025 [7][19] - The company has triggered the conditional redemption clause as the stock price has been above 130% of the conversion price for the required trading days [8][16]