| 证券代码：300876 | 证券简称：蒙泰高新 | 公告编号：2025-031 | | --- | --- | --- | | 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 关于股东部分股份质押的公告 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： | | | | 本次变动 | 本次变动 | 占其所 | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 | 持有数量 | 持股 | 前质押股 | 后质押股 | 持股份 | 占公司总 | 已质押股 | 占已 | 未质押 | 占未 | | 称 | （股） | 比例 | 份数量 | 份数量 | 比例 | 股本比例 | 份限售和 | 质押 | 股份限 | 质押 | | | | （%） | | | | （%） | 冻结、标 | 股份 | 售和冻 | 股份 | | | | | （股） | （股） | （%） | | 记数量 | 比例 | 结数量 | 比例 | | | | ...

Open Market Operations - The central bank announced a 7-day reverse repurchase operation of 119.3 billion yuan at a fixed rate of 1.40% on June 12, with a total bid amount of 119.3 billion yuan and a successful bid amount of 119.3 billion yuan. On the same day, 126.5 billion yuan of reverse repos matured, resulting in a net withdrawal of 7.2 billion yuan [1][2]. Funding Conditions - The overnight pledged repo rate for deposit-taking institutions slightly increased to around 1.37%, while the 7-day pledged repo rate rose by more than 1 basis point [3]. Interbank Certificates of Deposit - The latest transaction for one-year interbank certificates of deposit among major banks is around 1.67%, showing little change from the previous day [7]. Government Bond Futures - Most government bond futures closed lower, with the 30-year main contract up by 0.07%, while the 10-year, 5-year, and 2-year main contracts fell by 0.04%, 0.04%, and 0.01% respectively [11]. Key Economic News - The Ministry of Foreign Affairs stated that the first meeting of the China-US economic and trade consultation mechanism achieved a principle consensus on measures to implement the important consensus reached during the June 5 call between the two heads of state. Both sides are expected to enhance cooperation and reduce misunderstandings [12]. - The central bank and the foreign exchange bureau jointly issued measures to support financial integration development in Fujian, promoting high-level cross-border trade openness and capital item cross-border investment facilitation [12]. Bond Market Developments - Huaxia Bank successfully issued the largest 5-year commercial bank technology innovation bond in the market. Additionally, the first batch of private venture capital institution technology innovation bonds was issued in Beijing, and Chongqing Three Gorges Bank issued 3.5 billion yuan of perpetual capital bonds at a coupon rate of 2.69% [16].

2022 年广东蒙泰高新纤维股份有 限公司创业板向不特定对象发行 可转换公司债券2025年跟踪评级 报告 中鹏信评【2025】跟踪第【82】号 02 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外，本评级机构及评级从业人员与评级对象不存 在任何足以影响评级行为独立、客观、公正的关联关系。 本评级机构与评级从业人员已履行尽职调查义务，有充分理由保证所出具的评级报告遵循了真实、客观、 公正原则，但不对评级对象及其相关方提供或已正式对外公布信息的合法性、真实性、准确性和完整性 作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断，不受任何组织或个人的影响。 2022年广东蒙泰高新纤维股份有限公司创业板向不特定对象发行可 转换公司债券2025年跟踪评级报告 评级结果 | | 本次评级 | 上次评级 | | --- | --- | --- | | 主体信用等级 | A | A+ | | 评级展望 | 稳定 | 稳定 | | 蒙泰转债 | A | A+ | 评级观点 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见，不作为购买、出售、持有任何证券的 建议。本评级机构不 ...

1. Report Industry Investment Rating No information provided in the report. 2. Core Viewpoints of the Report - This week, the overall credit spread of AAA - rated entities slightly widened, while the spreads of AA+ electronic and AA pharmaceutical and biological industries significantly compressed, and the credit spreads of bonds in other industries and ratings fluctuated slightly. [2][3][24] - For urban investment bonds, the overall credit spread fluctuated slightly this week, with most regional spreads slightly widening, and the spreads of AA - rated urban investment entities in regions such as Guizhou and Yunnan slightly compressing. [2][27][28] - Regarding industrial bonds, the credit spread showed a pattern of widening at the short - end and slight fluctuation at the long - end this week. [2][31] - For bank capital bonds, the overall credit spread fluctuated slightly this week, and the 5 - year second - tier and perpetual bonds remained strong. [2][35] - It is recommended to continue to focus on the opportunities of 3 - 5 - year industrial bonds with good liquidity and yields above 2% and high - coupon bank second - tier and perpetual bonds this week. [2][41] 3. Summary by Relevant Catalogs 3.1 Primary Market 3.1.1 Net Financing Scale - The net financing of traditional credit bonds (excluding asset - backed securities) was 170 billion yuan this week, a decrease of 72.4 billion yuan compared with last week. The total issuance was 282.8 billion yuan, a decrease of 178 billion yuan, and the total repayment was 112.8 billion yuan, a decrease of 105.6 billion yuan. The net financing of asset - backed securities was 10.4 billion yuan, an increase of 30.3 billion yuan compared with last week. [6] - By product type, the net financing of urban investment bonds was 32.7 billion yuan, an increase of 6.8 billion yuan; that of industrial bonds was 121.4 billion yuan, an increase of 42.9 billion yuan; and that of financial bonds was 15.8 billion yuan, a decrease of 122.1 billion yuan. [6] 3.1.2 Issuance Cost - The issuance interest rates of AA+ and AAA - rated financial bonds decreased significantly this week, while that of AA - rated industrial bonds increased significantly. The changes in the issuance interest rates of other bonds and ratings did not exceed 7BP. [3][13] - Specifically, the issuance interest rate of AA+ - rated financial bonds decreased by 20BP compared with last week, mainly due to the issuance of "25 Great Wall Guorui CP002". The issuance interest rate of AAA - rated financial bonds decreased by 13BP, mainly due to the issuance of "25 Huishang Bank 01". The issuance interest rate of AA - rated industrial bonds increased by 23BP, mainly due to the high - coupon issuance of bonds such as "25 Honghe 03". [13] 3.2 Secondary Market 3.2.1 Trading Volume and Turnover - The trading volume of credit bonds (excluding asset - backed securities) decreased by 269.6 billion yuan compared with last week. The trading volume of urban investment bonds was 181.8 billion yuan, a decrease of 39.5 billion yuan; that of industrial bonds was 258 billion yuan, a decrease of 80.6 billion yuan; and that of financial bonds was 311.4 billion yuan, a decrease of 149.5 billion yuan. The trading volume of asset - backed securities was 1.25 billion yuan, a decrease of 1.21 billion yuan. [14] - The overall turnover rate of credit bonds decreased compared with last week. The turnover rate of urban investment bonds was 1.17%, a decrease of 0.26 percentage points; that of industrial bonds was 1.52%, a decrease of 0.48 percentage points; that of financial bonds was 2.18%, a decrease of 1.04 percentage points; and that of asset - backed securities was 0.36%, a decrease of 0.35 percentage points. [15] 3.2.2 Yield - Except for the significant increase in the yield of AA - rated credit bonds over 10 years, the yield fluctuations of credit bonds with different terms and ratings did not exceed 2BP. The yield of AA - rated credit bonds over 10 years increased by 9BP, reaching 3.59%. [19][20] - Taking AA+ - rated 5 - year bonds of each type as an example, the yields of different types of bonds decreased to varying degrees this week. For industrial bonds, the yields of privately - issued and perpetual industrial bonds decreased by 4BP and 3BP respectively. For urban investment bonds, the yield of AA+ - rated 5 - year bonds decreased by less than 1BP. For financial bonds, the yield of commercial bank ordinary bonds increased by less than 1BP, and that of secondary capital bonds increased by 2BP. For asset - backed securities, the yield of AA+ - rated 5 - year securities decreased by 3BP. [20] 3.2.3 Credit Spread - Overall, the credit spread of AAA - rated entities slightly widened this week, while the spreads of AA and AA+ - rated entities in some industries significantly compressed. The spreads of AA+ electronic and AA pharmaceutical and biological industries compressed by 28BP and 25BP respectively, and the credit spread of AA+ leisure services widened by 9BP. The fluctuations of credit spreads of bonds in other industries and ratings did not exceed 5BP. [24] - For urban investment bonds, the overall credit spread fluctuated slightly. The spreads of 0.5 - 1Y, 1 - 3Y, 3 - 5Y, and 5 - 10Y bonds widened by 2BP, 2BP, 1BP, and 2BP respectively, and the spread of bonds over 10 years compressed by less than 1BP. Regionally, most regional spreads slightly widened, and the spreads of AA - rated urban investment entities in Guizhou and Yunnan compressed by 1BP and 4BP respectively. [27][28] - For industrial bonds, the credit spread showed a pattern of widening at the short - end and slight fluctuation at the long - end. The spreads of private and perpetual industrial bonds within 1 year widened by 2 - 5BP, the spreads of 5 - year AA+ private and perpetual industrial bonds compressed by 2BP and 1BP respectively, and the spreads of 10 - year industrial bonds fluctuated slightly. [31] - For bank capital bonds, the overall credit spread fluctuated slightly, showing a pattern of slight widening at the short - end and slight compression at the long - end. For bank secondary capital bonds, the spreads of 1 - year AAA -, AA+, and AA - rated bonds widened by 1BP, 2BP, and 2BP respectively, and the spreads of 10 - year AAA - and AA - rated bonds compressed by 1BP and 1BP respectively. For bank perpetual bonds, the spreads of 1 - year AAA -, AA+, and AA - rated bonds widened by 2BP, 2BP, and 2BP respectively, and the spreads of 10 - year AAA -, AA+, and AA - rated bonds compressed by 1BP, 2BP, and 2BP respectively. The 5 - year second - tier and perpetual bonds remained strong. [35] 3.3 This Week's Bond Market News - The issuer, Guangdong Mengtai High - tech Fiber Co., Ltd., had its entity rating and the rating of its "Mengtai Convertible Bond" downgraded. [2][40]

Group 1 - Weijie Chuangxin plans to reduce its shareholding by up to 3%, amounting to no more than 12.91 million shares, due to personal funding needs [1] - Lier Chemical's major shareholder intends to reduce its stake by up to 3%, equivalent to no more than 24.01 million shares, for investment returns [1] - Helin Micro-Nano's controlling shareholder plans to reduce its shareholding by up to 1.5%, which is no more than 1.75 million shares, due to personal funding needs [2] Group 2 - Yifan Pharmaceutical received drug registration certificates for two products, indicating a focus on oncology and leukemia treatments [3] - *ST Jinbi is planning a change in control, leading to a temporary suspension of its stock trading [4] - Kexing Pharmaceutical's shareholder plans to reduce its stake by up to 3%, amounting to no more than 5.90 million shares, to optimize the equity structure [7] Group 3 - Li New Energy plans to invest approximately 1.25 billion yuan in three independent energy storage projects [7] - Kingsoft Office intends to acquire the remaining 31.98% stake in its subsidiary for 254 million yuan, aiming for full ownership [8] - Northeast Pharmaceutical received a CEP certificate from the European Medicines Agency for an antibiotic raw material, enhancing its product credibility [9] Group 4 - Tai'er Co. announced the lifting of a detention order on its controlling shareholder, changing it to a notice of supervision [10] - Runjian Co. won a bid for a solar power project worth approximately 83.92 million yuan, highlighting its role in the energy sector [11] - Jiuan Medical plans to register and issue medium-term notes and short-term financing bonds, with a total scale of up to 35 billion yuan and 5 billion yuan respectively [12] Group 5 - Wanma Co.'s chairman resigned due to work adjustments, but will remain as a board member [13] - Changhua Chemical plans to transfer 1% of its shares through an inquiry transfer method due to personal funding needs [14] - Jinkai Biotechnology's two shareholders plan to reduce their combined stake by up to 4%, totaling 481.6 thousand shares [15] Group 6 - Aeston plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy [16] - Maiwei Biotechnology's chairman proposed a share buyback plan with a total amount between 25 million and 50 million yuan [17] - Montai High-tech's specific shareholders and executives plan to reduce their stake by up to 3.03%, citing personal funding needs [18] Group 7 - *ST Dongjing's stock will resume trading after a change in control, with a new actual controller [20] - Tongdahai's major shareholders plan to reduce their combined stake by up to 3.57%, totaling 345.24 thousand shares [23]

| 证券代码：300876 | 证券简称：蒙泰高新 公告编号：2025-029 | | --- | --- | | 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 关于公司特定股东及部分高级管理人员 减持股份的预披露公告 特定股东揭阳市自在投资管理合伙企业（有限合伙）及公司高级管理人员朱 少芬女士、郑小毅先生保证向本公司提供的信息内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 1、持有广东蒙泰高新纤维股份有限公司（以下简称"公司"）股份 3,600,000 股（截至本公告披露日，占剔除本公司回购专用证券账户中的股份数量后总股本 比例 3.7769%）的特定股东揭阳市自在投资管理合伙企业（有限合伙）（以下简称 "自在投资"）计划自本公告披露之日起十五个交易日后的三个月内（法律法规、 规范性文件规定不得减持的时间除外），通过集中竞价交易、大宗交易方式减持 公司股份，减持数量不超过 2,859,490 股（截至本公告披露日，占剔除本公司回 购专用证券账户中的股份数量后总股本比例 3.00% ...

| 证券代码：300876 | 证券简称：蒙泰高新 公告编号：2025-030 | | --- | --- | | 转债代码：123166 | 转债简称：蒙泰转债 | 郭鸿江先生分别与浙江汇蔚、前海融启于2024年12月17日签署了《广东蒙泰 高新纤维股份有限公司股份转让协议》（以下简称"原协议"），将其持有的合计 9,600,400股公司无限售流通股分别转让给浙江汇蔚、前海融启。本次权益变动 后，受让方浙江汇蔚和前海融启分别持有公司股份4,800,200股，分别占剔除本 公司回购专用证券账户中的股份数量后总股本的5.04%，均成为公司持有5%以上 股 份 的 大 股 东 。 具 体 内 容 详 见 公 司 于 2024 年 12 月 18 日 在 巨 潮 资 讯 网 （www.cninfo.com.cn）上披露的《关于控股股东、实际控制人之一致行动人拟 协议转让公司股份暨权益变动的提示性的公告》及同日披露的相关信息披露义务 人出具的权益变动报告书。 二、本次协议转让终止情况 广东蒙泰高新纤维股份有限公司 关于控股股东、实际控制人之一致行动人终止协议 转让部分公司股份的公告 广东蒙泰高新纤维股份有限公司（以下 ...

蒙泰高新（300876）公告，持有公司3.7769%股份的特定股东揭阳市自在投资管理合伙企业计划减持不 超过3.00%股份，其中通过集中竞价交易减持不超过1.00%股份，通过大宗交易减持不超过2.00%股份。 公司董事会秘书朱少芬女士计划减持不超过0.0131%股份，副总经理郑小毅先生计划减持不超过 0.0131%股份。减持期间为2025年6月26日至2025年9月25日。减持价格将根据市场价格确定，自在投资 减持价格不低于发行价。 ...

蒙泰高新（300876）公告，公司控股股东、实际控制人郭清海的一致行动人郭鸿江与浙江汇蔚私募基金 管理有限公司和深圳市前海融启基金管理有限公司终止协议转让公司部分股份。郭鸿江原计划将其持有 的960万股公司无限售流通股分别转让给上述两家公司，但因客观条件变化，双方决定终止股份转让协 议。 ...

Group 1 - The company held its 21st meeting of the third board of directors on May 30, 2025, where several resolutions were passed [2][3][4] - The board approved the cancellation of 391,700 restricted stocks due to unmet performance targets and the departure of an incentive object [3][19][29] - The board also approved the revision of the internal control system for forward foreign exchange transactions [6][7][8] Group 2 - The company plans to conduct foreign exchange hedging business with a maximum transaction amount of 79 million RMB or equivalent foreign currency within twelve months [10][21][36] - The board approved the adjustment of the company's organizational structure to enhance operational efficiency [10][48] - The company appointed Zheng Xiaoyi as the vice general manager and Chen Lihong as the financial director, effective immediately [12][52][53]