| 证券代码：300894 | 证券简称：火星人 | 公告编号：2025-043 | | --- | --- | --- | | 债券代码：123154 | 债券简称：火星转债 | | 火星人厨具股份有限公司 关于控股股东、实际控制人部分股份解除质押的公告 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。 1、本次股份解除质押基本情况 注：公司发行的可转换公司债券目前处于转股期内，本公告中"占公司总股 本比例"按照截至 7 月 16 日的股本总数 407,722,935 股计算。 2、股东股份累计质押情况 截至本公告披露日，上述股东及其一致行动人所持质押股份情况如下： | | | | | 合计 | 合计 | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 情况 | | 情况 | | | | | | 累计被 | 占其 | 占公 | | 占已 | | 占未 | | | 持股数 | 持股 | | 所持 | 司总 | 已质押股 ...

Investment Rating - The report maintains an "Outperform" rating for the home appliance industry [4] Core Views - The home appliance industry is experiencing internal growth while external sales are under pressure, with a stable outlook for the second quarter [4][13] - Domestic sales are benefiting from national subsidy policies, leading to positive retail and shipment growth, while external sales face challenges due to high base effects and tariff disruptions [13][14] - The overall performance of listed home appliance companies is expected to remain stable with revenue growth driven by structural upgrades and efficiency improvements [13] Summary by Sections White Goods - Domestic sales growth is accelerating, while external sales are declining due to high base effects and tariff disruptions [2][14] - In April and May, air conditioner shipments increased by 2.6% year-on-year, with domestic sales up 9.5% and external sales down 6.3% [2][14] - Revenue growth for white goods companies is expected to be around double digits, with profit margins showing slight improvement [2][22] Kitchen Appliances - Kitchen appliance demand is improving due to national subsidy policies, with online retail sales growth for range hoods and gas stoves between 10%-20% [2][38] - However, the real estate sector continues to exert pressure, particularly on integrated stove companies [38] - Traditional kitchen appliance companies are expected to see improved profit margins due to declining raw material prices [38] Black Goods - The black goods segment is experiencing structural upgrades, with television sales and revenue increasing by 9.7% and 14.5% respectively during the 618 shopping festival [3][49] - Panel prices have begun to decline, which is expected to improve profitability for black goods companies [49] Small Appliances - The small appliance sector is seeing a recovery in kitchen small appliances, with online retail sales for kitchen small appliances growing by 25% during the 618 period [4][57] - However, external sales are facing short-term pressure due to tariffs and overseas factory setups [57] - Companies like Roborock and Ecovacs are expected to see significant revenue growth, with Roborock projected to grow by 40% [72]

Core Viewpoint - Mars Man Kitchenware Co., Ltd. is expected to trigger the downward adjustment of the conversion price for its convertible bonds due to the stock price being below 85% of the current conversion price for 10 trading days from July 1 to July 14, 2025 [1][7]. Convertible Bond Issuance Overview - The company issued 5,289,990 convertible bonds with a total fundraising amount of RMB 528,999,000, after deducting related expenses of RMB 10,246,255.72 [1]. - The bonds were approved by the China Securities Regulatory Commission and began trading on August 23, 2022, under the code "123154" [2]. Conversion Price Adjustment - The initial conversion price was set at RMB 34.59 per share and has undergone several adjustments, currently standing at RMB 32.95 per share as of October 22, 2024 [3][4][6]. - The conversion price adjustments are based on the company's profit distribution and stock issuance events, as outlined in the prospectus [3][4][6]. Conditions for Downward Adjustment of Conversion Price - The conversion price can be adjusted downward if the company's stock price is below 85% of the current conversion price for at least 15 out of 30 consecutive trading days [6][7]. - The adjustment requires approval from two-thirds of the voting rights at a shareholders' meeting, excluding bondholders from voting [7]. Expected Trigger for Price Adjustment - As of July 14, 2025, the stock price has been below RMB 28.01 per share, indicating a potential trigger for the downward adjustment of the conversion price [7]. - The company will convene a board meeting to decide on the adjustment and will disclose the decision the next trading day [7].

| 证券代码：300894 | 证券简称：火星人 公告编号：2025-042 | | --- | --- | | 债券代码：123154 | 债券简称：火星转债 | 火星人厨具股份有限公司 关于预计触发可转债转股价格向下修正条件的提示性公告 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、股票代码：300894；股票简称：火星人 2、债券代码：123154；债券简称：火星转债 （三）可转换公司债券转股期限 3、转股价格：32.95元/股 4、转股起止日期：2023 年2 月13日起至2028年8 月4日止 5、根据《火星人厨具股份有限公司向不特定对象发行可转换公司债券募集 说明书》（以下简称"《募集说明书》"）中相关约定："在本次可转债存续 期间，当公司股票在任意连续三十个交易日中至少有十五个交易日的收盘价格 低于当期转股价格的 85%时，公司董事会有权提出转股价格向下修正方案并提 交公司股东大会表决。" 自 2025 年 7 月 1 日至 2025 年 7 月 14 日，火星人厨具股份有限公司（以下 简称"公司"）股票已有 10 个交易日的收 ...

| 证券代码：300894 | 证券简称：火星人 | 公告编号：2025-041 | | --- | --- | --- | | 债券代码：123154 | 债券简称：火星转债 | | 火星人厨具股份有限公司 （一）可转换公司债券发行概况 中国证券监督管理委员会（以下简称"中国证监会"）《关于同意火星人厨 具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〕 1465 号）同意注册，火星人厨具股份有限公司（以下简称"公司"）向不特定对 象发行可转换公司债券 5,289,990 张，每张面值为人民币 100 元，募集资金总额 为人民币 528,999,000.00 元，扣除与发行可转换公司债券直接相关费用 10,246,255.72 元（不含税），实际募集资金净额为人民币 518,752,744.28 元。 上述募集资金到位情况已经天健会计师事务所（特殊普通合伙）验证并出具《验 证报告》（天健验〔2022〕407 号）。 （二）可转换公司债券上市情况 经深圳证券交易所同意，公司本次可转换公司债券于 2022 年 8 月 23 日起在 深圳证券交易所挂牌交易，债券代码为"123154"， ...

Key Points - The company Mars Kitchenware Co., Ltd. has issued convertible bonds to raise a total of RMB 528.999 million, with a net amount of RMB 518.753 million after deducting issuance costs [4][26]. - The bonds have a face value of RMB 100 each and will be traded on the Shenzhen Stock Exchange under the name "Mars Convertible Bonds" [4][25]. - The bond issuance has been approved by the China Securities Regulatory Commission and various internal company meetings [3][4]. - The bonds have a maturity period of 6 years, with an annual interest rate that increases from 0.30% in the first year to 3.00% in the sixth year [5][6]. - The initial conversion price for the bonds is set at RMB 34.59 per share, which is subject to adjustments based on various corporate actions [8][9]. - The funds raised will be used for the construction of a smart kitchen appliance production base, with a total investment of RMB 100.35 million, aiming to increase production capacity significantly [22][23]. - The company has experienced a significant decline in revenue and net profit in 2024 compared to 2023, with a revenue drop of 35.68% and a net profit decrease of 101.10% [25][26]. - The company has a credit rating of AA- from China Chengxin International Credit Rating Co., Ltd., indicating a stable outlook for the bonds [23][24].

股票代码：300894 股票简称：火 星 人 债券代码：123154 债券简称：火星转债 火星人厨具股份有限公司 向不特定对象发行可转换公司债券 受托管理事务报告 （2024 年度） 债券受托管理人 二〇二五年六月 重要声明 本报告依据《公司债券发行与交易管理办法》（以下简称"《管理办法》"）、 《可转换公司债券受托管理协议》（以下简称"《受托管理协议》"）、《火星人厨具 股份有限公司创业板向不特定对象发行可转换公司债券募集说明书》（以下简称 "《募集说明书》"）、《火星人厨具股份有限公司 2024 年年度报告》等相关公开信 息披露文件、第三方中介机构出具的专业意见等，由本期债券受托管理人中信建 投证券股份有限公司（以下简称"中信建投证券"）编制。中信建投证券对本报 告中所包含的从上述文件中引述内容和信息未进行独立验证，也不就该等引述内 容和信息的真实性、准确性和完整性做出任何保证或承担任何责任。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜做出独立判断，而不应将本报告中的任何内容据以作为中信建投证券所作的 承诺或声明。在任何情况下，投资者依据本报告所进行的任何作为或不作为，中 信 ...

证券代码：300894 证券简称：火星人 公告编号：2025-040 债券代码：123154 债券简称：火星转债 火星人厨具股份有限公司 关于控股股东、实际控制人解除质押及继续质押部 分股份的公告 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。 火星人厨具股份有限公司（以下简称"公司"或"本公司"）近日接到公司 控股股东、实际控制人黄卫斌先生通知，获悉黄卫斌先生将其所持有本公司的部 分股份进行了质押及解除质押，具体情况如下： | | 是否为控 | | 占其 | 占公 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 | 股股东或 | 本次解除质 | 所持 | 司总 | | | | | 称 | 第一大股 | 押数量 | 股份 | 股本 | 质押起始日 | 质押到期日 | 质权人 | | | 东及其一 | （股） | 比例 | 比例 | | | | | | 致行动人 | | （%） | （%） | | | | | 黄卫斌 | 是 | 26,000,000 | 17.58 | 6.38 | ...

公司于近日收到控股股东、实际控制人的一致行动人海宁大有、海宁大宏出具的《减持计划期限届满的 告知函》。截至2025年6月19日，本次减持计划实施期限届满。 2025年3月24日至2025年6月11日，海宁大有通过集中竞价交易减持2,000,000股，减持比例0.49%，减持 价格区间13.01元/股至15.20元/股；2025年3月27日至2025年6月5日，海宁大有通过大宗交易交易减持 1,482,900股，减持比例0.36%，减持价格区间11.84元/股至13.71元/股。 2025年3月24日至2025年6月11日，海宁大宏通过集中竞价交易减持2,000,000股，减持比例0.49%，减持 价格区间13.01元/股至15.20元/股；2025年3月27日至2025年6月5日，海宁大宏通过大宗交易交易减持 1,343,000股，减持比例0.33%，减持价格区间11.84元/股至13.71元/股。 综上，海宁大有、海宁大宏合计减持6,825,900股，减持比例1.67%，按照减持价格区间均价计算，合计 套现约9252.09万元。 中国经济网北京6月23日讯火星人（300894）(300894.SZ)近日发布 ...

| 证券代码：300894 | 证券简称：火星人 | 公告编号：2025-039 | | --- | --- | --- | | 债券代码：123154 | 债券简称：火星转债 | | 公司于近日收到控股股东、实际控制人的一致行动人海宁大有、海宁大宏出 具的《减持计划期限届满的告知函》。截至 2025 年 6 月 19 日，本次减持计划实施 期限届满。根据《深圳证券交易所创业板股票上市规则》《上市公司股东减持股 份管理暂行办法》《深圳证券交易所上市公司自律监管指引第 18 号——股东及 董事、高级管理人员减持股份》等相关法律、法规及规范性文件的规定，现将有 关情况公告如下： 一、股东减持情况 1、减持股份来源：公司首次公开发行前已发行的股份。 | 2、股东减持股份情况 | | --- | | 股东名称 | 减持方式 | 减持期间 | | 减持价格区 间（元/ | 减持股数（股） | 减持比例 | | --- | --- | --- | --- | --- | --- | --- | | | | | | 股） | | | | | 集中竞价交易 | 2025-3-24 2025-6-11 | 至 | 13.01- ...