Core Viewpoint - Qingdao Hitech Mould Technology Co., Ltd. has triggered the conditional redemption clause for its convertible bonds due to the stock price exceeding 130% of the conversion price for a specified period, leading to the decision for early redemption of the bonds [2][5]. Group 1: Convertible Bond Issuance and Redemption - The company issued 3,965,716 convertible bonds at a face value of RMB 100 each, raising a total of RMB 396.57 million, with a net amount of RMB 391.38 million after deducting issuance costs [2][3]. - The bonds were listed on the Shenzhen Stock Exchange on July 17, 2023, under the name "Haitai Convertible Bonds" with the code "123200" [3]. - The conversion period for the bonds started on July 3, 2023, and will last until the maturity date of the bonds [3]. - The conversion price was adjusted from RMB 26.69 to RMB 26.43 per share due to the company's profit distribution plan, effective from May 29, 2024 [4]. Group 2: Conditional Redemption Clause - The company has the right to redeem the bonds if the stock price remains above 130% of the conversion price for at least 15 trading days within a 30-day period [5][6]. - As of August 21, 2025, the stock price was above RMB 33.878 per share, triggering the redemption clause [5][6]. - The redemption price is set at RMB 100.260 per bond, which includes accrued interest calculated based on the bond's face value and interest rate [6][8]. Group 3: Redemption Process and Timeline - The redemption will be executed for all bondholders registered with China Securities Depository and Clearing Corporation Limited by the close of trading on September 29, 2025 [8]. - The redemption amount will be credited to the bondholders' accounts on October 15, 2025 [8]. - Following the redemption, the bonds will be delisted from the Shenzhen Stock Exchange [8].

本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 1、"海泰转债"赎回价格：100.260 元/张（债券面值加当期应计利息，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。 | 证券代码：301022 | 证券简称：海泰科 | 公告编号：2025-139 | | --- | --- | --- | | 债券代码：123200 | 债券简称：海泰转债 | | 青岛海泰科模塑科技股份有限公司 关于提前赎回海泰转债的第九次提示性公告 8、发行人资金到账日（到达中国结算账户）：2025 年 10 月 13 日 9、投资者赎回款到账日：2025 年 10 月 15 日 10、赎回类别：全部赎回 11、本次赎回完成后，"海泰转债"将在深圳证券交易所（以下简称"深交所"） 摘牌。债券持有人持有的"海泰转债"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 ...

Group 1: Company Insights - Hongde Fund recently conducted research on six listed companies, including Haitai Technology, which has launched its second factory in Thailand, expected to generate an additional annual output value of approximately 100 million yuan [1] - Zhongcai International is the only company in the global cement technology equipment and engineering service market with a complete industrial chain, maintaining good cooperation with Tibetan cement enterprises [2] - Dekeli anticipates rapid growth in computing power demand by the first half of 2025, but faces challenges in capacity and supply chain resources, leading to insufficient order delivery [3] - Kebo Da achieved a revenue of 3.047 billion yuan in the first half of 2025, a year-on-year increase of 11.10%, with a net profit of 451 million yuan, up 21.34% [4] - Jinbo Co. reported a revenue of 411 million yuan in the first half of 2025, a year-on-year growth of 19.69%, with significant growth in the transportation and lithium battery sectors [5] - Xinmai Medical achieved a revenue of 714 million yuan and a net profit of 315 million yuan, with overseas revenue growing over 95% [6] Group 2: Financial Performance - Haitai Technology's modified materials, such as PEEK-CF50, are being developed for a leading humanoid robot company, although they have not yet entered the supply chain [1] - Zhongcai International has completed the localization of DeepSeek, providing large model applications and opening enterprise knowledge base scenarios [2] - Dekeli's telecom business saw a year-on-year decline of approximately 8%, but new factory operations are expected to improve performance in the second half of the year [3] - Kebo Da's main business revenue was 2.948 billion yuan, with domestic sales accounting for 1.801 billion yuan and international sales 1.148 billion yuan [4] - Jinbo Co. has completed the carbon-ceramic brake disc project and is advancing the customer validation of porous carbon products [5] - Xinmai Medical plans to maintain R&D investment at 10%-15% in the future, with high-margin products set to be launched internationally [6]

证券日报网讯 9月2日晚间，海泰科发布公告称，根据安排，截至2025年9月29日收市后仍未转股的"海 泰转债"，将按照100.260元/张的价格强制赎回，因目前"海泰转债"二级市场价格与赎回价格存在较大差 异，特别提醒"海泰转债"持有人注意在限期内转股，如果投资者未及时转股，可能面临损失，敬请投资 者注意投资风险。 （文章来源：证券日报） ...

Core Viewpoint - The company has leveraged opportunities in automotive lightweighting and the rapid development of new energy vehicles, enhancing collaboration with downstream automotive parts customers [1] Group 1: Business Strategy - The company has established an integrated business structure of "injection molding - modified plastics" to meet customer demands for "molding integration" and "one-stop procurement" [1] - This integrated approach strengthens customer collaboration and lays a solid foundation for the company's long-term sustainable development [1] Group 2: Product Offerings - The company's modified polymer materials business includes three main categories: modified polypropylene (PP), modified polystyrene (ABS), and modified engineering plastics, along with other materials such as modified PA6, PA66, PC/ABS, PC/ASA alloy, ABS/PMMA alloy, and PEEK [1] - These products are primarily used in various sectors including automotive parts, electronics, aerospace, defense, energy storage systems, charging piles, 5G, medical, and robotics [1] Group 3: Future Outlook - The company's convertible bond fundraising project, "Annual Production of 150,000 Tons of New Polymer Materials," is expected to commence production by the end of January 2026 [1] - The modified materials business is anticipated to achieve positive revenue growth next year [1]

Core Viewpoint - The company emphasizes the importance of R&D in PEEK modified materials and has developed key polymer material solutions for lightweight bionic skeletons, self-lubricating joint bearings, and high-temperature motor housings [1] Group 1: R&D and Material Development - The company has organized a dedicated R&D team to tackle challenges in PEEK modified materials, resulting in the development of PEEK-CF50, PEEK-SL20, and PEEK-HT300 [1] - Innovations include the addition of 50% carbon fiber, PTFE + graphite, and ceramic fiber + carbon fiber to enhance material performance, achieving characteristics such as lightweight, self-lubrication, and high-temperature resistance [1] Group 2: Business Strategy and Collaborations - By the first half of 2025, the company plans to leverage its advantages in automotive injection mold R&D, design, and manufacturing, and actively engage in technical cooperation with domestic humanoid robot companies [1] - Currently, the company is developing supporting products for a leading domestic humanoid robot company, with the R&D project progressing steadily as planned [1]

Core Viewpoint - The company is experiencing growth in its automotive injection mold business, supported by increased production capacity and favorable market conditions in the automotive industry [1] Group 1: Automotive Injection Mold Business - The company has enhanced its production capacity through the release of its initial public offering (IPO) project, laying a solid foundation for expanding both domestic and international markets [1] - The automotive injection mold business is expected to continue its growth trend in the second half of the year due to the dual-driven high prosperity of the automotive industry [1] Group 2: Plastic Parts Business - The company's overseas production base in Thailand has established close partnerships with well-known enterprises such as Yanfeng, Magna, and BYD [1] - The second phase of the Thailand factory has successfully commenced production, with an expected annual output value increase of approximately 100 million yuan upon reaching full capacity [1] Group 3: High Polymer New Materials Business - The company's convertible bond project for "annual production of 150,000 tons of high polymer new materials" is steadily advancing, with a pilot production base of 30,000 tons already established in Qingdao [1] - The company is actively promoting customer certification work, and its modified materials business has achieved small batch supply, with an increasing number of customers [1] - A slight growth in the high polymer materials business is anticipated in the second half of the year [1]

Core Viewpoint - The company, Haitai Technology (301022), emphasizes the customization and complexity of automotive interior and exterior injection molds, which vary significantly based on the specific vehicle model and its development requirements [1] Group 1: Product Characteristics - Each vehicle requires approximately 500 sets of interior and exterior molds, regardless of whether it is a traditional fuel vehicle or a new energy vehicle [1] - The value of the molds is influenced by the specific model developed by the OEM, leading to variations in the number of molds provided for each vehicle model [1] Group 2: Pricing Strategy - The pricing strategy for the company's injection molds is determined by factors such as marketing strategy, sales costs, market conditions, technology, and manufacturing complexity [1] - There is no significant price difference between the injection molds used for new energy vehicles and traditional fuel vehicles; however, price variations arise from the vehicle's positioning, mold size, complexity, precision requirements, and project development progress [1]

Group 1 - The core viewpoint of the article is that the completion of convertible bond conversion will have a positive impact on the company's future profitability [1] - The company believes that optimizing the financial structure will lower the asset-liability ratio, which is beneficial for reducing future financing costs [1] - After the conversion, the company will no longer accrue bond interest, directly enhancing the net profit level [1]

证券日报网讯海泰科（301022）9月2日发布公告，在公司回答调研者提问时表示，近年来，随着中国车 企及配套零部件公司纷纷加大在泰国的投资，海泰科积极响应，持续加码泰国产业布局。目前，海泰科 (泰国)作为公司汽车塑料零部件的海外生产基地，已与延锋、麦格纳、劳士领、比亚迪（002594）等知 名企业建立了紧密合作关系。2025年上半年，公司汽车零部件业务在手订单充沛，原有产能利用率接近 饱和，实现营业收入4，463.61万元。2024年，公司利用自有资金1.6亿元对海泰科(泰国)公司进行二期 投资，目前，二期工厂已顺利投产，达产后预计每年将新增产值约1亿元。 ...