Core Viewpoint - The controlling shareholder of Yanpai Co., Ltd. (301081) plans to increase its stake in the company, reflecting confidence in its future development and long-term investment value [1] Group 1: Shareholder Actions - Tian Tai You Feng Investment Consulting Management Co., Ltd. intends to increase its holdings of Yanpai's A-shares within six months from the announcement date [1] - The total amount for the share buyback is planned to be no less than RMB 17 million and no more than RMB 34 million [1] - The increase in shares will not exceed 5% of the company's total share capital [1] Group 2: Funding Sources - The funds for the share purchase will come from the self-owned capital and special loans of You Feng Investment [1]

Core Viewpoint - The announcement details the interest payment for the convertible bonds issued by Zhejiang Yanpai Filter Technology Co., Ltd., highlighting the interest rate, payment method, and tax implications for bondholders [1][4][5]. Group 1: Convertible Bond Details - The first-year interest for the "Yanpai Convertible Bonds" is set at 2.00 CNY for every 10 bonds (face value 1,000.00 CNY) [1][4]. - The interest payment period is from July 10, 2024, to July 9, 2025, with an annual interest rate of 0.20% [4][5]. - The bonds will be paid annually, with the first payment occurring after the bondholders' registration date [2][3]. Group 2: Tax Implications - Individual bondholders will have a 20% tax withheld on interest income, resulting in a net payment of 1.60 CNY for every 10 bonds [4][5]. - Qualified foreign institutional investors (QFII and RQFII) are exempt from corporate income tax and value-added tax on the interest earned [6]. - Other bondholders are responsible for their own tax payments on interest income [6]. Group 3: Payment Process - The company will entrust the China Securities Depository and Clearing Corporation Limited Shenzhen Branch to handle the interest payments [5]. - Payments will be made to designated securities firms or other recognized institutions after the bondholders' registration date [5]. - The company will not pay interest for the current and future periods if bondholders convert their bonds into company stock before the interest payment date [5].

Group 1 - Company plans to acquire 100% equity of Technische Textilien Lrrach GmbH & Co. KG (TTL) for approximately €2.9 million to enhance its global strategy and local service capabilities in the textile solutions market [1] - TTL, established in 1838, specializes in non-woven materials for industrial textiles, serving over 300 clients with strong market competitiveness in laundry textiles [1] - The acquisition aims to integrate TTL's sales team and global customer resources, promoting mutual product advantages and enhancing global competitiveness [1] Group 2 - Environmental policies are reshaping the filtration materials industry, with the EU's REACH regulation raising recyclability standards to 60% and China's air pollution prevention plan mandating 99.97% filtration efficiency [2] - The non-woven filtration materials market is expected to exceed $42 billion by 2025, with China contributing over 35% and a growth rate of 8.7% [2] - The industry is undergoing technological innovation and product optimization driven by domestic and international environmental policies [2] Group 3 - Company has developed a mature and diverse production process for filtration materials, enhancing product performance and cost-effectiveness [3] - The company focuses on customized solutions for specific industries, such as non-removable filter cloths for titanium dioxide and specialized anode cloths for thermal power plants [3] Group 4 - Company achieved revenue of 785 million yuan in 2024, a year-on-year increase of 8.75%, and 200 million yuan in Q1 2025, a growth of 16.49% [4] - The company has advanced production capabilities with multiple imported needle-punched non-woven fabric production lines and over 200 looms, leading the industry in production scale [4] - The company is investing in high-performance filtration materials and automation to enhance production efficiency and expand its core competitiveness in the environmental filtration sector [4] Group 5 - Company is expanding its overseas market presence, achieving 290 million yuan in overseas revenue in 2024, a 7.04% increase, accounting for 36.99% of total revenue [5] - The company is leveraging its subsidiary in the U.S. and partnerships in Europe to tap into North American and Southeast Asian markets [5] - The acquisition of TTL will enhance the company's brand influence and technical expertise in the industrial textile sector, accelerating its transition from a domestic leader to a global provider of environmental solutions [5]

| 证券代码：301081 | 证券简称：严牌股份 | 公告编号：2025-063 | | --- | --- | --- | | 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 关于严牌转债 2025 年付息的公告 2、债权登记日：2025 年 7 月 9 日； 3、本次付息期间及票面利率：计息期间为 2024 年 7 月 10 日至 2025 年 7 月 9 日，票面利率为 0.20%； 4、付息日：2025 年 7 月 10 日； 5、除息日：2025 年 7 月 10 日； 6、本次付息的债权登记日为 2025 年 7 月 9 日，截至 2025 年 7 月 9 日下午 深圳证券交易所收市后，在中国证券登记结算有限责任公司深圳分公司（以下 简称"中国结算深圳分公司"）登记在册的"严牌转债"持有人享有本次派发 的利息。在 2025 年 7 月 9 日前（含当日）申请转换成公司股票的可转换公司债 券，公司不再向其持有人支付本计息年度及以后计息年度的利息； 7、下一付息期起息日及利率：2025 年 7 月 10 日，利率为 0.40%。 浙江严牌过滤技术股份有限公司（以 ...

Core Viewpoint - Zhejiang Yanpai Filter Technology Co., Ltd. is issuing convertible bonds to unspecified investors, with a total fundraising amount of RMB 46,788.89 million, after deducting related fees [2][3]. Section 1: Bond Overview - The issuer is Zhejiang Yanpai Filter Technology Co., Ltd. [2] - The approval document from the China Securities Regulatory Commission allows the company to issue 4,678,889 convertible bonds at a face value of RMB 100 each, totaling RMB 46,788.89 million [2]. - After deducting underwriting commissions and issuance fees, the net amount raised is RMB 46,066.97 million, which has been verified by an accounting firm [2][3]. Section 2: Major Events - The company held its annual general meeting on May 20, 2025, approving a cash dividend of RMB 3.00 per 10 shares, totaling RMB 61,731,410.40 [7]. - The ex-dividend date is set for June 6, 2025, and the adjusted conversion price for the convertible bonds will be RMB 7.27 per share, effective from the same date [7][8]. - The dividend distribution aligns with the company's profit distribution conditions and will not adversely affect its financial status or debt repayment capabilities [8].

股票简称：严牌股份 股票代码：301081 债券简称：严牌转债 债券代码: 123243 中国（上海）自由贸易试验区世纪大道1198号28层 2025 年 7 月 浙江严牌过滤技术股份有限公司向不特定对象发行可转换公司债券 2025 年度第 1 次临时受托管理事务报告 声 明 长江证券承销保荐有限公司（以下简称"长江保荐"）编制本报告的内容及 信息均来源于发行人相关信息披露文件、浙江严牌过滤技术股份有限公司（以下 简称"严牌股份"、"发行人"或"公司"）提供的证明文件及第三方中介机构 出具的专业意见。长江保荐对报告中所包含的相关引述内容和信息未进行独立验 证，也不就该等引述内容和信息的真实性、准确性和完整性做出任何保证或承担 任何责任。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜做出独立判断，而不应将本报告中的任何内容据以作为长江保荐所作的承诺 或声明。在任何情况下，投资者依据本报告所进行的任何作为或不作为，长江保 荐不承担任何责任。 长江证券承销保荐有限公司 关于浙江严牌过滤技术股份有限公司 向不特定对象发行可转换公司债券的临时 受托管理事务报告 浙江严牌过滤技术股份有限公司 ...

| 证券代码：301081 | 证券简称：严牌股份 | 公告编号：2025-062 | | --- | --- | --- | | 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 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意浙江 严牌过滤技术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》 关于 2025 年第二季度可转换公司债券转股情况的公告 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、"严牌转债"（债券代码：123243）转股期限为 2025 年 1 月 16 日至 2030 年 7 月 9 日，最新转股价格为 7.27 元/股； 2、2025 年第二季度，共有 1,239,502 张"严牌转债"完成转股（票面金额 共计 123,950,200 元人民币），合计转为 16,609,155 股"严牌股份"股票（股票 代码：301081）； 3、截至 2025 年第二季度末，"严牌转债"剩余 3,231,513 张，剩余票面总 金额为 323,151,300 元人民币。 根据《深圳 ...

Mergers and Acquisitions - Yanpai Co., Ltd. plans to acquire 100% equity of TTL and TTL Management Company for approximately €2.9 million, focusing on industrial textile solutions for B2B clients [1] - Landi Group intends to purchase up to 20.17% equity of Ningbo Jujia New Materials Technology Co., Ltd. for a total price not exceeding ¥121 million, as the company specializes in high-performance LCP fiber production [3] Asset Restructuring - Jinhongshun announced the termination of its major asset restructuring plan to acquire 95.79% of New Thinking Motor Co., Ltd. through share issuance and cash payment [2] Shareholding Changes - Haitai Ruisheng's controlling shareholder, He Lin, and his concerted party Zhongyi An plan to reduce their holdings by up to 2.95%, totaling no more than 177.74 million shares [4] - Silan Microelectronics' shareholder, Luo Huabing, plans to reduce his holdings by no more than 500,000 shares, representing up to 0.03% of the company's total equity [5] - Haizheng Shengcai's major shareholder, Sinopec Capital, intends to reduce its holdings by up to 1.74%, totaling no more than 3.5256 million shares [6] Operational Updates - Haiyang Wang confirmed that its operational status is normal and there are no undisclosed significant matters, despite a stock price fluctuation exceeding 20% [7] - Neimeng Yijian reported that its main business has not undergone significant changes, and the external market environment remains stable [10]

严牌股份（301081）公告，公司拟以自有资金约290万欧元收购Technische Textilien L rrach GmbH&Co.KG(TTL)及Technische Textilien L rrach Verwaltungs GmbH(TTL管理公司)100%权益。本次交 易已经公司第四届董事会第十八次会议审议通过，无需提交股东大会审议。交易完成后，TTL及TTL管 理公司将分别成为公司全资子公司，纳入公司合并财务报表的合并范围。交易尚需获得有关境内、境外 投资主管部门备案或审批同意，能否获得批准存在不确定性。 ...

| 证券代码：301081 | 证券简称： | 严牌股份 | 公告编号：2025-061 | | --- | --- | --- | --- | | 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 关于收购 TTL 及 TTL 管理公司 100%权益的公告 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。 1、浙江严牌过滤技术股份有限公司（以下简称"公司"）拟以自有资金约 290 万欧元收购 Technische Textilien Lörrach GmbH & Co. KG（以下简称"TTL"） 及 Technische Textilien Lörrach Verwaltungs GmbH（以下简称"TTL 管理公司"， TTL 及 TTL 管理公司以下合称"标的公司"或"交易标的"）100%权益。 2、本次交易已经公司 2025 年 6 月 27 日召开的第四届董事会第十八次会议 审议通过，本次交易属于公司董事会决策权限，无需提交公司股东大会审议。 3、根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公 ...