| 证券代码：301131 | 证券简称：聚赛龙 | 公告编号：2025-043 | | --- | --- | --- | | 债券代码：123242 | 债券简称：赛龙转债 | | 广州市聚赛龙工程塑料股份有限公司 关于公司控股股东、实际控制人及其一致行动人 持股比例变动触及 5%整数倍暨披露简式权益变动报告书 的提示性公告 股东郝源增先生、任萍女士、郝建鑫先生、吴若思女士及其一致行动人安义 聚赛龙咨询管理企业（有限合伙）、安义聚宝龙咨询管理企业（有限合伙）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、本次权益变动属于广州市聚赛龙工程塑料股份有限公司控股股东、实际 控制人及其一致行动人减持公司股份，不触及要约收购。 2、本次权益变动后，公司控股股东、实际控制人郝源增先生、任萍女士、 郝建鑫先生、吴若思女士及其一致行动人安义聚赛龙咨询管理企业（有限合伙）、 安义聚宝龙咨询管理企业（有限合伙）合计持有公司股份 23,896,092 股，持股比 例由 51.7 ...

广州市聚赛龙工程塑料股份有限公司 简式权益变动报告书 （一）上市公司 名称：广州市聚赛龙工程塑料股份有限公司 股票上市地点：深圳证券交易所 股票简称：聚赛龙 股票代码：301131 住所：广州市从化区*** 信息披露义务人二：任萍 住所：广州市从化区*** 信息披露义务人三：郝建鑫 住所：广州市从化区*** 信息披露义务人四：吴若思 住所：广州市从化区*** 信息披露义务人五：安义聚赛龙咨询管理企业（有限合伙） 住所：江西省南昌市安义县新经济产业园内 （二）信息披露义务人 信息披露义务人一：郝源增 信息披露义务人六：安义聚宝龙咨询管理企业（有限合伙） 住所：江西省南昌市安义县新经济产业园内 股份变动性质：股份减少、可转换公司债券转股导致持股比例被动稀释 签署日期：二〇二五年七月十八日 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》（以下简称"公司法"）、 《中华人民共和国证券法》（以下简称《证券法》）、《上市公司收购管理办法》（以 下简称《收购办法》）、《公开发行证券公司信息披露内容与格式准则第 15 号—— 权益变动报告书》（以下简称《15 号准则》）及相关的法律、法规编制本权益变动 ...

| 证券代码：301131 | 证券简称：聚赛龙 | 公告编号：2025-042 | | --- | --- | --- | | 债券代码：123242 | 债券简称：赛龙转债 | | 广州市聚赛龙工程塑料股份有限公司 关于控股股东、实际控制人及其一致行动人 持股比例变动触及 1%整数倍的公告 股东郝源增先生、任萍女士、郝建鑫先生、吴若思女士及其一致行动人安义 聚赛龙咨询管理企业（有限合伙）、安义聚宝龙咨询管理企业（有限合伙）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。 广州市聚赛龙工程塑料股份有限公司（以下简称"公司"）近日收到公司控 股股东、实际控制人郝源增先生、任萍女士、郝建鑫先生、吴若思女士及其一致 行动人安义聚赛龙咨询管理企业（有限合伙）（以下简称"安义聚赛龙"）、安义 聚宝龙咨询管理企业（有限合伙）（以下简称"安义聚宝龙"）出具的《关于持股 比例变动触及 1%整数倍的告知函》。近日，公司控股股东、实际控制人郝源增先 生、任萍女士、郝建鑫先生、吴若思女士及其一致行动人安义聚赛龙咨询管理企 业（ ...

Group 1 - The company, 聚赛龙, specializes in modified general plastics, modified engineering plastics, and modified special engineering plastics, and is recognized as a national high-tech enterprise and a national specialized and innovative small giant enterprise [2] - 聚赛龙 was established in 1998 and listed on the Shenzhen Stock Exchange's ChiNext in March 2022, with the stock code 301131 [2] - The company has two major production bases located in East and South China, and its core products have received UL and CQC certifications [2] Group 2 - For the period from January to March 2025, 聚赛龙 reported a revenue of 360.3 million yuan, representing a year-on-year increase of 5.76%, and a net profit attributable to shareholders of 15.8 million yuan, up 9.32% year-on-year [2] - The company's non-recurring net profit for the same period was 15.6 million yuan, reflecting a year-on-year increase of 13.75% [2] - As of May 2025, 聚赛龙 has a highly concentrated shareholder structure, with 10,130 shareholders and an average of 3,041 circulating shares per person, amounting to an average holding value of 138,000 yuan [2] Group 3 - The company's convertible bond, 赛龙转债, increased by 2.07% to 139.697 yuan per bond, with a trading volume of 98.34 million yuan and a conversion premium rate of 13.73% [1] - The convertible bond has a credit rating of "A+" and a maturity of 6 years, with interest rates increasing from 0.30% in the first year to 2.80% in the sixth year [1] - The conversion price for the bond is set at 36.4 yuan, with the conversion period starting on January 13, 2025 [1]

Summary of Key Points Core Viewpoint - The announcement provides an update on the conversion of the "Sailong Convertible Bonds" into shares, detailing the bond issuance, conversion status, and changes in share capital of Guangzhou Jusa Long Engineering Plastics Co., Ltd. Group 1: Convertible Bond Issuance - The company issued 2,500,000 convertible bonds with a face value of RMB 100 each, raising a total of RMB 250 million [1][2] - The bonds were listed on the Shenzhen Stock Exchange on July 29, 2024, under the code "123242" [2] - The conversion period for the bonds started on January 12, 2025, and will end on July 7, 2030 [2] Group 2: Conversion and Share Changes - As of June 30, 2025, a total of RMB 450,700 of the "Sailong Convertible Bonds" has been converted into 12,230 shares, representing 0.0256% of the total shares before conversion [3] - In the second quarter of 2025, RMB 52,000 of the bonds were converted into 1,410 shares [3] - The total number of shares increased from 47,790,820 to 47,792,230 due to the conversion, with the proportion of unrestricted shares remaining at 64.44% [4] Group 3: Bond Conversion Price - The initial conversion price of the bonds was RMB 36.81 per share, which has been adjusted to RMB 36.40 per share following the company's equity distribution [2]

关于"赛龙转债"2025 年付息的公告 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、"赛龙转债"将于 2025 年 7 月 8 日按面值支付第一年利息，每 10 张"赛 龙转债"面值 1,000 元，利息为人民币 3.00 元（含税）。 2、"赛龙转债"付息债权登记日：2025 年 7 月 7 日（星期一）。 3、除息日：2025 年 7 月 8 日（星期二）。 4、付息日：2025 年 7 月 8 日（星期二）。 广州市聚赛龙工程塑料股份有限公司（以下简称"公司"）于 2024 年 7 月 8 日成功向不特定对象发行可转换公司债券（债券简称：赛龙转债，债券代码： 123242，以下简称"可转债"或"赛龙转债"）250.00 万张，每张面值人民币 100.00 元，募集资金总额为人民币 25,000.00 万元，募集资金净额为人民币 24,266.97 万 元。 | 证券代码：301131 | 证券简称：聚赛龙 | 公告编号：2025-041 | | --- | --- | --- | | 债券代码：123242 | 债券简称：赛龙转债 | ...

"赛龙转债"2025 年第二季度转股情况暨股份变动公告 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。 | 证券代码：301131 | 证券简称：聚赛龙 公告编号：2025-040 | | --- | --- | | 债券代码：123242 | 债券简称：赛龙转债 | 广州市聚赛龙工程塑料股份有限公司 重要内容提示： 1、"赛龙转债"（债券代码：123242）转股期限为 2025 年 1 月 13 日至 2030 年 7 月 7 日；最新的转股价格为人民币 36.40 元/股。 2、可转债转股情况：2025 年第二季度，有人民币 52,000 元"赛龙转债"转 换为公司股票，转股数量为 1,410 股。截至 2025 年 6 月 30 日，累计已有人民币 450,700 元"赛龙转债"转换为公司股票，累计转股数量为 12,230 股，占"赛龙 转债"转股前公司已发行普通股股份总额的 0.0256%。 3、未转股可转债情况：截至 2025 年 6 月 30 日，公司尚未转股的"赛龙转 债"金额为人民币 249,549,300 元，占"赛龙转债"发行总量的比例为 ...

Industry Overview - Modified nylon is an engineering plastic obtained by modifying nylon with various fillers or enhancers, exhibiting excellent mechanical properties, heat resistance, and processing capabilities, widely used in automotive, electronics, and machinery manufacturing industries [1][17] - The modified nylon market in China has shown rapid growth, with the market size increasing from 4.176 billion yuan in 2017 to 10.21 billion yuan in 2024, representing a compound annual growth rate (CAGR) of 13.62% [1][17] - The future focus of modified nylon will be on high performance and multifunctionality, including the development of new fillers and nanocomposites to enhance mechanical properties and special functions [1][17] Market Dynamics - The global modified nylon market is projected to grow from $8.999 billion in 2017 to $15.673 billion in 2024, with a CAGR of 8.25% [16] - The demand for modified nylon is driven by the increasing application in high-end markets such as electric vehicles, smart devices, and eco-friendly materials [16] Industry Development History - The modified nylon industry in China began in the 1970s, initially relying on imported technology and materials, with significant growth occurring in the 1990s due to rising demand from the automotive and electronics sectors [8][12] - By 2024, China's nylon production is expected to reach 4.59 million tons, reflecting a year-on-year growth of 6.25%, providing a solid raw material foundation for the modified nylon industry [12][14] Application Areas - Automotive components represent a significant application area for modified nylon, with the market demand closely linked to the development of China's automotive industry, which produced over 30 million vehicles in 2023 [14] - The trend towards lightweight materials in the automotive sector is creating opportunities for modified nylon in critical components such as engine parts and intake manifolds [14] Key Companies - Major companies in the modified nylon industry include Kingfa Technology, Hengshen New Materials, Shenda Co., Nanjing Julong, and others, with a market structure characterized by large enterprises dominating the high-end market and small to medium enterprises focusing on niche segments [20][22] - Kingfa Technology is noted for its focus on high-performance new materials and is expected to achieve a revenue of 32.075 billion yuan in 2024, reflecting an 18.95% year-on-year growth [23] - Hengshen New Materials specializes in nylon 6 products and is projected to have a revenue of 1.746 billion yuan in 2024, with a growth rate of 19.51% [25] Future Trends - The demand for high-performance enhanced materials is expected to grow, with key technological breakthroughs in whisker-reinforced and carbon fiber-reinforced nylon [27] - Nylon alloying is becoming a mainstream trend, optimizing mechanical properties and heat resistance through blending with other polymers [28] - The rise of nanotechnology in nylon applications is anticipated to enhance mechanical strength and thermal stability, expanding its use in precision fields [30] - The demand for environmentally friendly flame-retardant nylon is increasing, with a focus on halogen-free systems due to stricter environmental regulations [31] - Functional nylon applications are expanding, with anti-static, conductive, and magnetic properties being increasingly utilized in electronics and machinery [32] - The industry is shifting towards refined and integrated technologies, emphasizing material design and customized applications to meet downstream demands [33]

广州市聚赛龙工程塑料股份有限 公司相关债券2025年跟踪评级报 告 中鹏信评【2025】跟踪第【334】号 02 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外，本评级机构及评级从业人员与评级对象不存 在任何足以影响评级行为独立、客观、公正的关联关系。 本评级机构与评级从业人员已履行尽职调查义务，有充分理由保证所出具的评级报告遵循了真实、客观、 公正原则，但不对评级对象及其相关方提供或已正式对外公布信息的合法性、真实性、准确性和完整性 作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断，不受任何组织或个人的影响。 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见，不作为购买、出售、持有任何证券的 建议。本评级机构不对任何机构或个人因使用本评级报告及评级结果而导致的任何损失负责。 本次评级结果自本评级报告所注明日期起生效，有效期为被评证券的存续期。同时，本评级机构已对受 评对象的跟踪评级事项做出了明确安排，并有权在被评证券存续期间变更信用评级。本评级机构提醒报 告使用者应及时登陆本公司网站关注被评证券信用评级的变化情况。 本评级报告版权归本评级机构所有，未 ...

证券代码：301131 证券简称：聚赛龙 债券代码：123242 债券简称：赛龙转债 广州市聚赛龙工程塑料股份有限公司 向不特定对象发行可转换公司债券 受托管理事务报告 （2024 年度） 债券受托管理人 （深圳市福田区福田街道金田路 2026 号能源大厦南塔楼 10-19 层） 2025 年 6 月 重要声明 本报告依据《可转换公司债券管理办法》（以下简称"管理办法"）《广州市 聚赛龙工程塑料股份有限公司向不特定对象发行可转换公司债券之债券受托管 理协议》（以下简称"受托管理协议"）《广州市聚赛龙工程塑料股份有限公司向 不特定对象发行可转换公司债券募集说明书》（以下简称"募集说明书"）《广州 市聚赛龙工程塑料股份有限公司 2024 年年度报告》等相关公开信息披露文件、 第三方中介机构出具的专业意见等，由本期债券受托管理人长城证券股份有限公 司（以下简称"长城证券"）编制。长城证券对本报告中所包含的从上述文件中引 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 ...