Group 1 - The core point of the article is that Kaisheng New Materials announced an adjustment to the conversion price of its convertible bonds, reducing it from 20.01 yuan per share to 19.96 yuan per share [1] - The adjusted conversion price will take effect from November 18, 2025, which is the ex-dividend date for the company's equity distribution for the first three quarters of 2025 [1]

（编辑 姚尧） 证券日报网讯 11月10日晚间，凯盛新材发布公告称，2025年前三季度权益分派方案为向全体股东每10 股派0.5元人民币现金（含税）。股权登记日为2025年11月17日，除权除息日为2025年11月18日。 ...

| 证券代码：301069 | 证券简称：凯盛新材 | 公告编号：2025-051 | | --- | --- | --- | | 债券代码：123233 | 债券简称：凯盛转债 | | 山东凯盛新材料股份有限公司 关于可转换公司债券转股价格调整的提示性公告 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告中的 虚假记载、误导性陈述或者重大遗漏承担责任。 特别提示： 1、债券代码：123233 2、债券简称：凯盛转债 3、本次调整前"凯盛转债"转股价格：20.01 元/股 4、本次调整后"凯盛转债"转股价格：19.96 元/股 5、本次转股价格调整生效日期：2025 年 11 月 18 日（股利分配除权除息日） 一、可转换公司债券基本情况 根据中国证券监督管理委员会《关于同意山东凯盛新材料股份有限公司向不 特定对象发行可转换公司债券注册的批复》（证监许可〔2023〕1893 号），山 东凯盛新材料股份有限公司（以下简称"公司"）获准向不特定对象发行可转换 公司 债券 650.00 万张 ，每 张面 值为人 民币 100.00 元， 募集 资金 总额 为 650,000,000.00 元。经深圳证券 ...

| 证券代码：301069 | 证券简称：凯盛新材 | 公告编号：2025-052 | | --- | --- | --- | | 债券代码：123233 | 债券简称：凯盛转债 | | 1.本次权益变动主要系山东凯盛新材料股份有限公司（以下简称"公司"或 "本公司"）控股股东华邦生命健康股份有限公司(以下简称"华邦健康")发行 的华邦健康 2025 年面向专业机构投资者非公开发行可交换公司债券（债券简称 "25 华邦 EB"，债券代码"117227"，以下简称"本次可交换债券"）的债券持 有人换股，导致控股股东持股比例被动从 31.68%减少至 30.73%，权益变动触及 1%的整数倍。 山东凯盛新材料股份有限公司 关于控股股东非公开发行可交换公司债券换股进展 暨权益变动比例触及1%整数倍的公告 公司控股股东华邦生命健康股份有限公司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。 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， 并保证披露的公司相关信息内容真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 重要提示： 2025 年 10 月 23 ...

山东凯盛新材料股份有限公司（以下简称"公司"）2025 前三季度权益分派 方案已获于 2025 年 10 月 22 日召开的第四届董事会第三次会议审议通过，现将 权益分派事宜公告如下： 一、利润分配方案的基本情况 1、经 2024 年年度股东大会授权，公司第四届董事会第三次会议审议通过的 2025 前三季度权益分派方案为：基于公司 2025 年前三季度公司的盈利状况，为 回报各位股东，公司拟以截至 2025 年 9 月 30 日的总股本 420,647,429 股为基数， 向全体股东每 10 股派发现金红利 0.50 元（含税），送红股 0 股，不以公积金转 增股本。公司 2025 年前三季度利润分配共计派发现金红利总额为 21,032,371.45 元，在本次利润分配方案实施前，若公司总股本发生变动，公司则按照每股分配 比例不变的原则对分配总额进行调整，调整情况将在相关公告中予以披露。前述 具体内容可详见公司于 2025 年 10 月 23 日在巨潮资讯网（www.cninfo.com.cn） 发布的《关于 2025 年前三季度利润分配预案的公告》（公告编号：2025-042）。 2、截止本公告披露日，公司 ...

Group 1 - The PEEK material concept has seen significant market activity, with Zhongxin Fluorine Materials hitting the daily limit up, indicating strong investor interest [1] - Kaisheng New Materials experienced a rise of over 10%, reflecting positive market sentiment towards companies involved in PEEK materials [1] - Other companies such as Xinhang New Materials, Huami New Materials, and Shuanglin Co. also showed upward movement, suggesting a broader trend in the sector [1]

Core Viewpoint - Kaisheng New Materials stated that its thionyl chloride products have wide applications in agriculture, pharmaceuticals, dyes, food additives, and electrolytes [1] Group 1 - The company adheres to a "one chain, two wings" development strategy [1] - The company is expanding downstream to develop higher value-added new materials and new energy products based on its existing thionyl chloride industry chain [1]

Core Viewpoint - The company is experiencing an increase in the yield rate of its PEKK production line and is expanding its domestic and international markets as planned [1] Group 1: Production and Market Expansion - The yield rate of the PEKK production line has been continuously improving this year [1] - The company is actively working on expanding its market presence both domestically and internationally [1] Group 2: Strategic Development - The company will adhere to its "one chain, two wings" development strategy [1] - The strategy focuses on leveraging the existing chlorosulfonic acid industry chain to explore higher value-added new materials and new energy products [1]

Market Overview - The A-share market experienced an overall decline on November 7, with major indices showing varying degrees of decrease. The Shanghai Composite Index fell by 0.16% but maintained above the 4000-point mark [2][3] - The Hong Kong stock market also saw a decline, with the Hang Seng Index dropping over 1% and the Hang Seng Tech Index falling more than 2% [12][13] A-share Market Highlights - The basic chemical sector emerged as a significant highlight in the A-share market, with the sector's index rising over 2%. Multiple stocks within this sector hit the daily limit up [2][3] - Notable stocks in the basic chemical sector included Dongyue Silicon Material, Zhuoyue New Energy, and Haineng Technology, all reaching the 20% limit up. Kaisheng New Materials rose by 11.41% [3][4] New Stock Listings - Two new stocks, Zhongcheng Consulting and Delijia, debuted on the A-share market, both experiencing significant gains. Zhongcheng Consulting saw a peak increase of over 200% during trading [6][10] - Delijia, which specializes in high-load precision gear transmission products primarily for wind power applications, also recorded a peak increase of over 100% [10][11] Hong Kong Market Highlights - In the Hong Kong market, stocks such as Kuaishou-W, New Oriental-S, and Pop Mart saw significant declines, while Xinyi Solar and Hang Lung Properties led the gains [12][13] - Sanhe Construction Group experienced a dramatic rise, with its stock price increasing by over 120% during trading, attributed to a positive profit forecast indicating a projected profit of at least HKD 40 million for the upcoming six months, a substantial increase from HKD 3 million in the same period last year [13][14]

Group 1 - The A-share market experienced a decline overall, with the basic chemical sector emerging as a significant highlight, witnessing a surge in stock prices [1][2] - The Shanghai Composite Index closed at 4001.24, down 0.16%, while the Shenzhen Component Index and the ChiNext Index also fell by 0.16% and 0.37% respectively [2][3] - The basic chemical sector led the market with a rise of over 2%, with multiple stocks hitting the daily limit up, including Dongyue Silicon Material and Zhuoyue New Energy, both achieving a 20% increase [3][4] Group 2 - In the Hong Kong market, the Hang Seng Index fell over 1%, with notable declines in stocks like Kuaishou-W and New Oriental-S, while Xinyi Solar and Henderson Land led the gains [10] - Sanhe Construction Group saw a dramatic increase, with its stock price rising over 120% after announcing a positive profit forecast, expecting a profit of at least HKD 40 million for the upcoming six months [10][12] - Two new stocks, Zhongcheng Consulting and Delijia, debuted in the A-share market, both experiencing significant price increases, with Zhongcheng Consulting rising over 200% [6][9]