Group 1 - The company announced the redemption results for its convertible bond "Kai Sheng Convertible Bond" [1][18] - A total of 5,869 bonds will be redeemed at a price of 100.10 yuan per bond, amounting to a total redemption payment of 587,486.90 yuan [2][18] - The redemption date is set for January 15, 2026, with the bond being delisted on January 26, 2026 [26][37] Group 2 - The company was approved to issue 6.5 million convertible bonds, raising a total of 650 million yuan [27] - The bonds were listed on the Shenzhen Stock Exchange on December 15, 2023, under the code "123233" [3][27] - The initial conversion price for the bonds is set at 20.26 yuan per share, with a conversion period from June 5, 2024, to November 28, 2029 [4][28] Group 3 - The conversion price will be adjusted based on the company's dividend distributions, with the first adjustment reducing the price to 20.11 yuan per share effective April 25, 2024 [5][29] - Subsequent adjustments will continue to lower the conversion price, with the final adjustment bringing it down to 19.96 yuan per share by November 18, 2025 [6][29] Group 4 - The company has a conditional redemption clause that allows for early redemption if certain stock price conditions are met [8][31] - The redemption clause was triggered as the stock price met the required conditions between November 11 and December 22, 2025 [10][33] Group 5 - The total face value of the redeemed bonds represents only 0.09% of the total issuance, indicating minimal impact on the company's financial status [19] - The total number of shares increased by 32,534,229 due to the conversion of bonds, which may dilute earnings per share in the short term but strengthen capital in the long term [19][22]

Group 1 - In 2025, many chemical companies are expected to see improved performance due to increased market demand and rising prices of certain chemical products, with over 60% of nearly 60 listed companies in the chemical industry reporting better performance forecasts [1] - Guangzhou Tinci High-Technology Materials Co., Ltd. anticipates a net profit of 1.1 billion to 1.6 billion yuan for 2025, representing a year-on-year increase of 127.31% to 230.63%, driven by the growing demand in the new energy vehicle and energy storage markets [1] - Zhejiang Yonghe Refrigeration Co., Ltd. expects a net profit of 530 million to 630 million yuan for 2025, reflecting a year-on-year growth of 110.87% to 150.66%, supported by a stable demand in the household and automotive air conditioning sectors [1] Group 2 - Zhejiang Sanmei Chemical Co., Ltd. forecasts a net profit of 1.99 billion to 2.15 billion yuan for 2025, with a year-on-year increase of 155.66% to 176.11%, attributed to significant price increases in fluorinated refrigerants and improved gross margins [2] - Shandong Kaisheng New Materials Co., Ltd. projects a net profit of 110 million to 140 million yuan for 2025, indicating a year-on-year growth of 96.47% to 150.06%, driven by increased market expansion and product shipment volumes [2] - The chemical industry is experiencing a recovery in demand and a stabilization of supply, with rising raw material costs and price rebounds for certain chemical products contributing to improved industry conditions [2][3] Group 3 - Analysts expect the price increase trend for certain chemical products to continue into 2026, with DOP prices supported by strong raw material prices and limited market supply [2][3] - The price of glyphosate is expected to remain high in the short term due to demand and cost factors, while other chemical products such as polyurethane, pesticides, and fluorochemicals are also experiencing price increases due to supply constraints and recovering demand [3] - The overall improvement in the chemical industry’s performance is anticipated to continue, driven by supportive policies, optimized supply, and recovering demand [3]

证券日报网讯1月22日，凯盛新材（301069）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司股东人数为44231户。 ...

公司发布的三季报数据显示，前三季公司共实现营业收入7.74亿元，同比增长11.22%，实现净利润1.16 亿元，同比增长121.56%，基本每股收益为0.2752元，加权平均净资产收益率6.85%。 1月20日公司发布2025年业绩预告，预计实现净利润1.10亿元至1.40亿元，变动区间为 96.47%~150.06%。（数据宝） （文章来源：证券时报网） 凯盛新材1月22日披露，截至1月20日公司股东户数为44231户，较上期（1月10日）减少2472户，环比降 幅为5.29%。 证券时报·数据宝统计，截至发稿，凯盛新材收盘价为26.56元，下跌4.05%，本期筹码集中以来股价累 计下跌6.02%。具体到各交易日，5次上涨，4次下跌。 ...

| | | 山东凯盛新材料股份有限公司 关于"凯盛转债"赎回结果的公告 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.赎回数量：5,869 张 2.支付赎回款：587,486.90 元（不含赎回手续费） 3.投资者赎回款到账日：2026 年 1 月 22 日 4."凯盛转债"摘牌日：2026 年 1 月 26 日 （四）可转换公司债券转股价格调整情况 1、2024 年 4 月 24 日，公司实施 2023 年度权益分派，根据公司 2023 年度 权益分派的实施情况及可转换公司债券转股价格调整的相关条款，"凯盛转债" 的转股价格将作相应调整：P1＝P0-D=20.26-0.15=20.11（元/股），其中：P1 为本 次调整后转股价，P0 为本次调整前转股价，D 为本次每股派送现金股利。"凯盛 转债"转股价格由 20.26 元/股调整为 20.11 元/股。调整后的转股价格自 2024 年 4 月 25 日（2023 年度权益分派除权除息日）起生效。具体详见公司于 2024 年 4 月 18 日披露的《关于可转换公司债券转股价格调整 ...

| 证券代码：301069 | 证券简称：凯盛新材 | 公告编号：2026-015 | | --- | --- | --- | | 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"凯盛转债"摘牌的公告 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： 3、"凯盛转债"摘牌原因：存续期内可转债全部赎回 一、可转换公司债券发行上市情况 （一）可转换公司债券发行情况 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。 （二）可转换公司债券上市情况 经深圳证券交易所同意，公司本次向不特定对象发行的可转换公司债券于 2023 年 12 月 15 日起在深圳证券交易所挂牌上市交易，债券代码"123233"，债 券简称"凯盛转债" ...

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。 关于部分募集资金专户完成销户的公告 一、首次公开发行股票募集资金基本情况 经中国证券监督管理委员会 2021 年 8 月 10 日下发的《关于同意山东凯盛新 材料股份有限公司首次公开发行股票注册的批复》（证监许可〔2021〕2626 号）， 同意公司首次公开发行人民币普通股（A 股）股票 6,000 万股，每股面值 1 元， 每股发行价格为人民币 5.17 元，募集资金总额人民币 31,020.00 万元，扣除与 发行有关的费用（不含增值税）人民币 2,830.85 万元，公司实际募集资金净额 为人民币 28,189.15 万元。公司募集资金已于 2021 年 9 月 22 日到账，四川华信 （集团）会计师事务所（特殊普通合伙）对公司首次公开发行股票的资金到位情 况进行了审验，并于 2021 年 9 月 22 日出具了川华信验（2021）第 0076 号《验 资报告》。 二、首次公开发行股票募集资金三方监管协议的签订和募集资金专户的开 立情况 为规范募集资金的存放、使用和管理，提高募集资金使用效率，保 ...

经济观察网2026年1月20日，凯盛新材（301069）发布2025年度业绩预告，预计2025年净利润1.1亿元至 1.4亿元，同比增长96.47%至150.06%；扣除非经常性损益后的净利润7700万元至1亿元，同比增长 160.88%至238.80%。 ...

Summary of Key Points from Conference Call Records Industry Overview - The records primarily focus on the chemical industry, specifically tracking price changes and stock performance of chemical companies as of January 20. Key Financial Metrics - The Shanghai Composite Index reported at 4113.65, with a day-on-day change of -0.01% - Basic chemicals and petrochemicals reported at 7785.68 and 4841.91, with day-on-day changes of +0.35% and +2.58% respectively [1][1][1] Price Changes in Chemicals - Top five price increases in chemicals: - R125: +3.09% - R22: +2.94% - Niacinamide: +2.94% - Acrylic Acid: +2.7% - Propyl Acetate: +2.22% [1][1][1] - Price increases in anti-involution products: - Polyester Bottle Chips: +0.75% - Caprolactam: +0.54% [1][1][1] Price Spread Changes - Top five increases in price spreads: - Lithium Iron Phosphate: +52.62% - Anhydride: +38.41% - Rigid Polyether: +37.5% - Glyphosate: +29.24% - Phenol: +17.62% [1][1][1] Stock Performance of Chemical Companies - Top five stock price increases: - Jiangtian Chemical: +19.99% - Yida Co.: +11.96% - Runfeng Co.: +10.72% - Qicai Chemical: +10.71% - Hongmian Co.: +10.13% [1][1][1] Earnings Forecasts - **Oriental Tower**: Expected net profit for 2025 is between 1.08-1.27 billion, a year-on-year increase of 91.4%-125.07% [2][2][2] - **Batian Co.**: Expected net profit for 2025 is between 890-980 million, a year-on-year increase of 117.53%-139.53% [2][2][2] - **Kaisheng New Materials**: Expected net profit for 2025 is between 110-140 million, a year-on-year increase of 96.47%-150.06% [2][2][2] - **Qiaoyuan Co.**: Expected net profit for 2025 is between 226-256 million, a year-on-year increase of 51.51%-71.62% [2][2][2] - **Zhongshi Technology**: Expected net profit for 2025 is between 330-370 million, a year-on-year increase of 63.86%-83.73% [2][2][2] - **Changhua Chemical**: Expected net profit for 2025 is between 89-109 million, a year-on-year increase of 53.75%-87.91% [2][2][2] - **Xinjiang Tianye**: Expected net profit for 2025 is around -50 million, indicating a loss [2][2][2] - **Juheshun**: Expected net profit for 2025 is between 130-160 million, a year-on-year decrease of 47%-57% [2][2][2] Other Notable Announcements - **Huarun Materials**: Expected net loss for 2025 is between 85-115 million, a year-on-year reduction of 85.08%-79.81% [3][3][3] - **Huajin Co.**: Expected net loss for 2025 is between 1.6-1.9 billion, a year-on-year increase of 42.75%-32.02% [3][3][3] - **Xinghua Co.**: Expected net loss for 2025 is between 420-560 million [3][3][3] - **Baomo Co.**: Change in actual controller due to share transfer agreement [3][3][3] - **Nanjing Julong**: Plans to invest 30 million to establish a wholly-owned subsidiary for a 60,000-ton modified plastic production line [3][3][3] - **Jiangtian Chemical**: Plans to invest 49.8 million to establish a 60,000-ton acrylic acid project with a one-year construction period [3][3][3] Conclusion - The chemical industry shows a mix of positive earnings forecasts and significant stock price movements, alongside some companies projecting losses. The data indicates potential investment opportunities in companies with strong growth forecasts while highlighting risks in those expecting losses.

Group 1: Delisting Risks - *ST Xin Yan: The Shenzhen Stock Exchange has approved the company's application to revoke the delisting risk warning due to restructuring [1] - *ST Zhong Zhuang (Rights Protection): The delisting risk warning has been revoked, but other risk warnings will continue, and the stock will be suspended for one day starting tomorrow [2] - ST Sai Wei: Expected to incur a loss of 720 million to 1.02 billion yuan in 2025, with a possibility of being subject to delisting risk warnings [3] Group 2: Earnings Forecasts - Hikvision: Expected net profit attributable to shareholders to grow by 18.46% year-on-year in 2025 [28] - Langzi Co.: Expected net profit to increase by 245.25% to 302.8% year-on-year in 2025 [4][30] - Zhaoyan New Drug: Expected net profit to increase by 214% to 371% year-on-year in 2025 [5][30] - Huachen Equipment: Expected net profit to increase by 193.64% to 242.04% year-on-year in 2025 [6][30] - Qianyuan Power: Expected net profit to increase by 160% to 190% year-on-year in 2025 [7][30] - Jin Fang Energy: Expected net profit to increase by 123.97% to 193.7% year-on-year in 2025 [8][31] - Zhongfu Industrial: Expected net profit to increase by 120.27% to 141.59% year-on-year in 2025 [9][32] - Batian Co.: Expected net profit to increase by 117.53% to 139.53% year-on-year in 2025 [10][32] - Zhongrong Electric: Expected net profit to increase by 104.89% to 131.10% year-on-year in 2025 [11][32] - Kaisheng New Materials: Expected net profit to increase by 96.47% to 150.06% year-on-year in 2025 [12][32] - Putailai: Expected net profit to increase by 93.18% to 101.58% year-on-year in 2025 [13][32] - Dongfang Iron Tower: Expected net profit to increase by 91.4% to 125.07% year-on-year in 2025 [14][32] - Pulaike: Expected net profit to increase by 89.64% to 110.11% year-on-year in 2025 [15][32] - Huabang Health: Expected profit of 660 million to 730 million yuan in 2025, turning from loss to profit [16][32] - Hongyuan Green Energy: Expected net profit of 180 million to 250 million yuan in 2025, turning from loss to profit [17][32] - Kangda New Materials: Expected profit of 125 million to 135 million yuan in 2025, turning from loss to profit [18][32] - Langxin Technology: Expected profit of 100 million to 150 million yuan in 2025, turning from loss to profit [19][32] - Hualv Biological: Expected profit of 100 million to 130 million yuan in 2025, turning from loss to profit [20][32] Group 3: Mergers and Acquisitions - Kangxin New Materials: Plans to acquire 51% of Yubang Semiconductor for 392 million yuan [21][32] - Aibo Medical: Plans to gain control of Demei Medical [22][32] Group 4: Share Buybacks and Reductions - Hengtong Co.: Plans to repurchase company shares worth 80 million to 100 million yuan [24][32] - Haier Smart Home: Plans to repurchase D shares up to 200,000 euros [29][32] - Blue Universe Co.: Shareholders plan to reduce their holdings by no more than 3.02% [29][32] - Hesheng Silicon Industry: Controlling shareholder plans to reduce holdings by no more than 3% [29][32] - Aolian Electronics (Rights Protection): Shareholder Liu Junsheng plans to reduce holdings by no more than 3% [29][32] - Bluefeng Biochemical: Hainan Wenqin plans to reduce holdings by no more than 3% [29][32] - Zhixin Precision: Shareholders plan to reduce holdings by no more than 3% [29][32] - Peking University Medical: Peking University Health plans to reduce holdings by no more than 3% [29][32] Group 5: Other Updates - Liou Co.: Self-inspection work has been completed, and the stock will resume trading on January 21 [29][32] - Yongxing Materials: The lithium mica green intelligent and efficient lithium extraction project has reached production capacity [29][32] - Debang Co.: Plans to voluntarily withdraw A shares from trading on the Shanghai Stock Exchange [29][32]