证券日报网讯2月24日，严牌股份（301081）在互动平台回答投资者提问时表示，截至2026年2月13日， 公司股东人数为9311户。 ...

证券日报网讯 2月13日，严牌股份在互动平台回答投资者提问时表示，截至2026年2月10日，公司股东 人数为9779户。 （文章来源：证券日报） ...

经济观察网 近期，严牌股份（301081）（301081.SZ）股价表现活跃。根据2026年2月12日收盘数据， 公司股价当日上涨6.55%，报收14.16元，成交额1.73亿元，换手率达5.70%。近一个月（2026年1月13日 至2月12日）股价累计上涨33.71%，振幅达38.05%，表现显著强于大盘及行业指数。 股价异动原因 格隆汇2026年1月29日的业绩预告显示，公司预计2025年净利润同比下降55.19%–69.18%，主要因新产 能投放导致短期费用前置及海外关税成本上升。市场关注点在于2026年产能利用率提升带来的利润修复 潜力，部分资金可能提前布局业绩拐点。2月4日公司公告决定不提前赎回"严牌转债"，且未来3个月内 均不行使赎回权。该决议缓解了转债抛压对正股的冲击，当日严牌转债上涨10%，间接提振正股情绪。 资金面与技术面 2月10日至12日主力资金呈现大额净流入（2月12日净流入1006万元），换手率显著放大至5%以上，技 术指标显示KDJ值进入超买区间（J值95.23），短期交易活跃度骤增可能加剧股价波动。 行业政策现状 公司作为工业过滤材料细分领域企业，业务涉及环保减排需求。随着全球对 ...

法律意见书 北京植德（上海）律师事务所 关于浙江严牌过滤技术股份有限公司 2026 年第一次临时股东会的 植德沪(会)字[2026]0003 号 二〇二六年二月 上海市徐汇区虹桥路 183 号徐家汇中心三期 A 座办公楼 27 层（THREE itc） 邮编：200030 27 th Floor Tower A, THREE itc, No.183 Hongqiao Road, Xuhui District, Shanghai 200030 P.R.C 电话(Tel)：021-52533500 传真(Fax)：021-52533599 www.meritsandtree.com 北京植德（上海）律师事务所 关于浙江严牌过滤技术股份有限公司 2026 年第一次临时股东会的 法律意见书 植德沪(会)字[2026]0003 号 致：浙江严牌过滤技术股份有限公司（贵公司） 北京植德（上海）律师事务所（以下简称"本所"）接受贵公司的委托，指 派律师出席并见证贵公司 2026 年第一次临时股东会（以下简称"本次会议"）。 本所律师参加本次会议进行见证，并根据《中华人民共和国公司法》（以下 简称"《公司法》"）、《中华人民 ...

| 证券代码：301081 | 证券简称：严牌股份 | 公告编号：2026-012 | | --- | --- | --- | | 债券代码：123243 | 债券简称：严牌转债 | | 浙江严牌过滤技术股份有限公司 2026 年第一次临时股东会决议公告 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、本次股东会不存在否决议案的情形。 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开情况 1、召开时间： 通过现场和网络投票的股东57人，代表股份127,717,100股，占公司有表决权 股份总数的56.0790%。中：通过现场投票的股东6人，代表股份127,388,420股， 占公司有表决权股份总数的55.9346%。通过网络投票的股东51人，代表股份 328,680股，占公司有表决权股份总数的0.1443%。 （1）现场会议召开时间：2026年2月10日（星期二）14:30。 （2）网络投票时间：2026年2月10日，其中，通过深圳证券交易所交易系统 进行网络投票的具体时间为：2026年2月10日上午9:15-9:25、9:30-1 ...

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report On February 3, the overall capital market remained stable; the bond market was mainly fluctuating, with short - term bonds being weak and medium - and long - term bonds being slightly strong; the main indexes of the convertible bond market rose collectively, and most convertible bond issues increased; the yields of U.S. Treasury bonds of different maturities showed divergent trends, and the yields of 10 - year government bonds of major European economies generally increased [1][2]. 3. Summary by Directory 3.1 Bond Market News - **Domestic News**: On February 3, the 2026 Central No. 1 Document was released, proposing reforms in rural collective property rights, support for new rural collective economies, and measures to control village - level debt. The central bank will conduct an 800 billion yuan 3 - month term buy - out reverse repurchase operation on February 4, resulting in a net investment of 100 billion yuan. The central bank Shanghai Head Office emphasized continuous financial reform and opening - up, and promoted free - trade zone financial reform [4][5]. - **International News**: On February 3 (local time), the U.S. House of Representatives passed a government funding bill, and the partial government shutdown is expected to end. However, the U.S. Department of Homeland Security only has funds until February 13, and there is still a risk of a more limited funding shortage [7]. - **Commodities**: On February 3, international crude oil and natural gas futures prices rose. WTI March crude oil futures rose 1.72% to $63.21 per barrel, Brent April crude oil futures rose 1.56% to $67.33 per barrel, COMEX gold futures rose 6.94% to $4975.30 per ounce, and NYMEX natural gas prices rose 3.49% to $3.377 per ounce [8]. 3.2 Capital Market - **Open - Market Operations**: On February 3, the central bank conducted a 7 - day reverse repurchase operation of 105.5 billion yuan at a fixed interest rate of 1.40%. With 402 billion yuan of reverse repurchases maturing on the same day, the net withdrawal of funds was 296.5 billion yuan [10]. - **Funding Rates**: On February 3, the capital market was generally stable. DR001 decreased by 4.76bp to 1.371%, and DR007 increased by 0.66bp to 1.497%. Other funding rates also showed different degrees of change [11][12]. 3.3 Bond Market Dynamics - **Interest - Rate Bonds**: On February 3, the bond market fluctuated, with short - term interest - rate bonds being weak and medium - and long - term bonds being slightly strong. As of 20:00 Beijing time, the yield of the 10 - year Treasury bond active bond 250016 decreased by 0.40bp to 1.8110%, and the yield of the 10 - year China Development Bank bond active bond 250215 remained unchanged at 1.9580%. Multiple bonds were issued on the same day, with different issuance scales, winning bid yields, and multiples [14][15]. - **Credit Bonds**: On February 3, there were no credit bond transactions with a price deviation of more than 10%. Several companies had credit - related announcements, including debt repayment difficulties, litigation, debt restructuring, and issuance cancellations [16][18]. - **Convertible Bonds**: On February 3, the A - share market rose, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising 1.29%, 2.19%, and 1.86% respectively. The main indexes of the convertible bond market also rose collectively. The trading volume of the convertible bond market was 97.548 billion yuan, an increase of 12.465 billion yuan from the previous trading day. Most convertible bond issues increased. Tomorrow (February 5), Haitian Convertible Bonds will start online subscriptions, and Shangtai Convertible Bonds will be listed [18][19][23]. - **Overseas Bond Markets**: - **U.S. Bond Market**: On February 3, the yields of U.S. Treasury bonds of different maturities showed divergent trends. The 2 - year U.S. Treasury bond yield remained unchanged at 3.57%, and the 10 - year U.S. Treasury bond yield decreased by 1bp to 4.28%. The 10 - year inflation - protected Treasury bond (TIPS) break - even inflation rate increased by 1bp to 2.36% [22][24][25]. - **European Bond Market**: On February 3, the yields of 10 - year government bonds of major European economies generally increased. The 10 - year German government bond yield increased by 2bp to 2.89%, and the yields of 10 - year government bonds of France, Italy, Spain, and the UK increased by 1bp, 1bp, 2bp, and 1bp respectively [26]. - **Chinese - Issued U.S. Dollar Bonds**: As of the close on February 3, the prices of Chinese - issued U.S. dollar bonds showed different degrees of change, with some rising and some falling [28].

Group 1 - The company, Yanpai Co., stated that as of January 30, 2026, the number of shareholders is 9,400 [2]

Market Performance - The environmental equipment sector increased by 1.91% on February 3, with Yanpai Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Top Gainers in Environmental Equipment Sector - Yanpai Co., Ltd. (301081) closed at 12.31, up 5.85% with a trading volume of 80,500 shares and a transaction value of 97.59 million [1] - Zhongcai Energy (603126) closed at 8.17, up 5.83% with a trading volume of 461,300 shares and a transaction value of 368 million [1] - Huahong Technology (002645) closed at 15.07, up 5.75% with a trading volume of 304,100 shares and a transaction value of 452 million [1] Other Notable Stocks - Meike Technology (688376) closed at 65.85, up 5.06% with a transaction value of 266 million [1] - Hengying Environmental (688309) closed at 31.16, up 4.35% with a transaction value of 96.93 million [1] - Bixing Wulian (688671) closed at 24.75, up 3.60% with a transaction value of 22.28 million [1] Market Capital Flow - The environmental equipment sector experienced a net outflow of 26.33 million from institutional investors, while retail investors saw a net inflow of 11.76 million [2] - The overall market showed mixed capital flows, with some stocks experiencing significant outflows from institutional investors [3] Individual Stock Capital Flow - Yingfeng Environment (000967) had a net outflow of 30 million from institutional investors, while retail investors had a net outflow of 3.07 million [3] - Zhongcai Energy (603126) saw a net inflow of 23.95 million from institutional investors, but a net outflow of 62.80 million from retail investors [3] - Longjing Environmental (600388) had a net inflow of 7.10 million from institutional investors, while retail investors had a net inflow of 1.40 million [3]

浙江严牌过滤技术股份有限公司 第四届董事会第二十五次会议决议公告 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。 一、董事会会议召开情况 浙江严牌过滤技术股份有限公司（以下简称"公司"）第四届董事会第二十 五次会议于 2026 年 2 月 3 日（星期二）在天台县始丰街道永兴路 1 号以现场结 合通讯的方式召开。会议通知于 2026 年 2 月 3 日以电子邮件、电话等形式向各 位董事发出。本次会议为紧急临时会议，董事长在会议上就紧急召开本次会议的 情况进行了说明，公司全体董事均同意豁免本次董事会会议的通知时限要求。本 次会议应出席董事 7 人，实际出席董事 7 人（其中：通讯方式出席董事 3 人）。 会议由董事长孙尚泽先生主持，全体高级管理人员列席。会议召开符合有关 法律、法规、规章和《公司章程》的规定。经各位董事认真审议，会议形成了如 下决议： | 证券代码：301081 | 证券简称： | 严牌股份 | 公告编号：2026-009 | | --- | --- | --- | --- | | 债券代码：123243 | 债券简称： | 严牌转债 | | 合 ...

| 证券代码：301081 | 证券简称：严牌股份 | 公告编号：2026-011 | | --- | --- | --- | | 债券代码：123243 | 债券简称：严牌转债 | | 浙江严牌过滤技术股份有限公司 关于为子公司提供担保的进展公告 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。 一、担保情况概述 浙江严牌过滤技术股份有限公司（以下简称"公司"或"严牌股份"）分 别于 2025 年 4 月 1 日召开第四届董事会第十五次会议、第四届监事会第十四次 会议，于 2025 年 4 月 23 日召开 2025 年第二次临时股东大会，审议通过了《关 于公司 2025 年度向银行等金融机构申请综合授信额度及提供相应担保的议案》。 同意公司为子公司浙江严牌技术有限公司（以下简称"严牌技术"）申请综合 授信额度提供担保不超过人民币 30,000 万元。公司股东大会授权公司董事长或 其授权代理人在授信担保额度内与金融机构办理相关授信额度的申请事宜及办 理相关资产的抵押、质押事项，签署有关的合同、协议、凭证等各项法律文件， 并办理相关手续，期限自 2025 年第二 ...