Group 1: Report Core Information - The report regularly tracks the latest private exchangeable bond (private EB) projects from public channels and focuses on basic elements, reminding that the issuance terms and progress may change, with the final prospectus and inquiries to the lead underwriters being the basis [1] Group 2: New Project Information This Week - Huabang Life - Health Co., Ltd.'s 2026 private placement of innovative technology - exchangeable corporate bonds for professional investors has been accepted by the exchange, with an intended issuance scale of 1 billion yuan, the underlying stock being Kaisheng New Materials (301069.SZ), and the lead underwriters being Huatai United and Southwest Securities, updated on January 16, 2026 [1] Group 3: Project Status Summary - There are multiple private EB projects in different statuses, including "Passed", "Received Feedback", and "Accepted". For example, projects of Shanxi Transportation Development and Investment Group Co., Ltd., Fuda Holdings Group Co., Ltd. etc. have passed; projects of Hainan农垦 Investment and Holding Group Co., Ltd., Strait Innovation Internet Co., Ltd. etc. have received feedback; projects of Huabang Life - Health Co., Ltd., Northern Lingyun Industry Group Co., Ltd. etc. have been accepted [3]

Core Viewpoint - The company has announced the mandatory redemption of its convertible bonds, "Kai Sheng Convertible Bonds," which will cease conversion and be redeemed at a price of 100.10 CNY per bond on January 15, 2026, if not converted by January 14, 2026 [2][4][12]. Group 1: Redemption Details - The last conversion date for "Kai Sheng Convertible Bonds" is January 14, 2026, after which unconverted bonds will be redeemed at 100.10 CNY per bond [2][4]. - The redemption conditions include a mandatory redemption if the bonds are not converted by the specified date, with the redemption price including interest and tax [4][13]. - The company will hold a board meeting on December 22, 2025, to approve the early redemption of the bonds based on current market conditions [5][12]. Group 2: Bond Issuance and Trading - The company issued 6.5 million convertible bonds with a face value of 100.00 CNY each, raising a total of 650 million CNY [6]. - The bonds were listed for trading on the Shenzhen Stock Exchange starting December 15, 2023, under the code "123233" [6]. - The initial conversion price for the bonds was set at 20.26 CNY per share, with adjustments made based on dividend distributions [7][8]. Group 3: Conversion and Redemption Procedures - The conversion period for the bonds starts on June 5, 2024, and ends on November 28, 2029, allowing bondholders to convert their bonds into shares [7]. - The company has outlined specific procedures for bondholders to follow for conversion and redemption, including deadlines for trading and conversion [15][16]. - The redemption process will be completed by January 22, 2026, when the redemption funds will be credited to the bondholders' accounts [16].

Group 1 - The core point of the article is that Kaisheng New Materials reported a total of 46,703 shareholders as of January 9, 2026 [2]

Core Viewpoint - The company, Kaisheng New Materials, is expanding its market presence with its PEKK products, which are being utilized in various industries including general materials, coatings, new energy vehicles, and military aerospace [1] Production Capacity - The company currently has a production capacity of thousand-ton level PEKK products, with an increasing yield rate [1] Market Applications - PEKK products are being applied by end customers in sectors such as general materials, coatings, new energy vehicles, and military aerospace [1] - The company is closely monitoring market demand for lightweight specialty materials in fields like electronic information (semiconductors), rehabilitation medical devices, and robotics [1] Market Expansion - The company is actively working to expand its domestic and international markets for PEKK products [1]

Core Viewpoint - Kaisheng New Materials has highlighted its PEKK product as a high-performance thermoplastic engineering plastic with exceptional mechanical properties and various applications in aerospace [1] Group 1: Product Characteristics - The PEKK product exhibits excellent mechanical performance, wear resistance, corrosion resistance, self-lubrication, insulation stability, and high-temperature usage [1] Group 2: Applications - PEKK can be utilized in the structural components and auxiliary parts of aircraft and satellites [1]

Core Viewpoint - The company has not established direct business cooperation for its PEKK products with Blue Arrow Aerospace or SpaceX as of now [1] Group 1: Company Overview - Kaisheng New Materials (301069) has responded to investor inquiries regarding its PEKK products on an interactive platform [1] - The PEKK product is a high-performance thermoplastic engineering plastic with excellent mechanical properties, wear resistance, corrosion resistance, self-lubrication, insulation stability, and high-temperature usage [1] Group 2: Industry Application - PEKK products can be utilized in aerospace and other fields due to their superior characteristics [1]

Core Viewpoint - The company, Kaisheng New Materials (301069), has stated that it has not established direct business cooperation with Guoxing Aerospace and has not directly participated in the "Liangxi Constellation" project [1] Group 1 - The company confirmed its current lack of direct business collaboration with Guoxing Aerospace [1] - The company is not involved in the "Liangxi Constellation" project [1]

Group 1 - The core point of the article is that Kaisheng New Materials (301069.SZ) has not yet established direct business cooperation with Blue Arrow Aerospace and SpaceX regarding its PEKK products [1] Group 2 - As of now, the company is actively engaging with investors on its interactive platform to provide updates on its business developments [1]

Core Viewpoint - The company, Kaisheng New Materials (301069.SZ), has not established direct business cooperation with Guoxing Aerospace and is not directly involved in the "Liangxi Constellation" project [1] Group 1: Company Information - The company's PEKK product is a high-performance thermoplastic engineering plastic with excellent mechanical properties, wear resistance, corrosion resistance, self-lubrication, insulation stability, and high-temperature usage [1] - The PEKK product can be utilized in aerospace and other fields [1]

| 证券代码：301069 | 证券简称：凯盛新材 | 公告编号：2026-011 | | --- | --- | --- | | 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"即将停止转股暨最后半个可转股交易日的 重要提示性公告 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。 重要内容提示： 1、最后转股日：2026 年 1 月 14 日 截至本公告披露时，距离"凯盛转债"停止转股并赎回仅剩半个交易日（即 2026 年 1 月 14 日下午交易时段），2026 年 1 月 14 日收市后，未转股的"凯盛 转债"将停止转股，剩余可转债将按照 100.10 元/张的价格被强制赎回。 2、投资者如未及时转股，可能面临损失。敬请投资者仔细阅读本公告内容， 关注相关风险。 特别提示： - 1 - 赎回价格：100.10 元/张（含息、税） 赎回条件满足日：2025 年 12 月 22 日 赎回登记日：2026 年 1 月 14 日 赎回日：2026 年 1 月 15 日 停止交易日：2026 年 1 月 ...