Group 1 - The company, 聚赛龙, is a national high-tech enterprise specializing in modified general plastics, modified engineering plastics, and modified special engineering plastics [2] - 聚赛龙 was established in 1998 and listed on the Shenzhen Stock Exchange's ChiNext board in March 2022, with stock code 301131 [2] - The company has two major production bases located in East and South China [2] Group 2 - In the first quarter of 2025, 聚赛龙 achieved operating revenue of 360.3 million yuan, a year-on-year increase of 5.76% [2] - The net profit attributable to shareholders for the same period was 15.8 million yuan, reflecting a year-on-year increase of 9.32% [2] - The non-recurring net profit for the first quarter of 2025 was 15.6 million yuan, up 13.75% year-on-year [2] Group 3 - The company's stockholder concentration is very high, with 10,130 shareholders and an average of 3,041 circulating shares per person [2] - The average holding amount per shareholder is 138,000 yuan [2] Group 4 - The convertible bond, 赛龙转债, experienced a decline of 2.03% to 150.215 yuan per bond, with a trading volume of 102 million yuan [1] - The bond has a credit rating of "A+" and a maturity period of 6 years, with specific interest rates for each year [1] - The conversion price for the bond is set at 36.4 yuan, with the conversion starting on January 13, 2025 [1]

Core Viewpoint - The company, Guangzhou Jusa Long Engineering Plastics Co., Ltd., has announced that its convertible bond "Sailong Convertible Bond" may trigger redemption conditions due to the stock price exceeding 130% of the conversion price for 10 consecutive trading days [1][4]. Group 1: Convertible Bond Basic Information - The company issued 2,500,000 convertible bonds with a total fundraising amount of RMB 250 million, with each bond having a face value of RMB 100 [2]. - The convertible bonds were listed on the Shenzhen Stock Exchange on July 29, 2024, under the name "Sailong Convertible Bond" and code "123242" [2]. - The conversion period for the bonds is from January 12, 2025, to July 7, 2030 [2]. Group 2: Conversion Price and Redemption Conditions - The initial conversion price was set at RMB 36.81 per share, which has been adjusted to RMB 36.40 per share due to the company's equity distribution plan [3]. - The company has the right to redeem all or part of the unconverted bonds if the stock price remains above 130% of the conversion price for at least 15 out of 30 consecutive trading days [4]. - The bond's coupon rates are structured to increase over six years, starting from 0.30% in the first year to 2.80% in the sixth year [4]. Group 3: Potential Trigger for Redemption - From July 21, 2025, to August 13, 2025, the stock price has been above RMB 47.32 (130% of the conversion price), indicating a potential trigger for the redemption of the convertible bonds [1][4].

（文章来源：证券日报） 证券日报网讯 8月13日晚间，聚赛龙发布公告称，公司股票价格自2025年7月21日至2025年8月13日已有 10个交易日的收盘价不低于"赛龙转债"当期转股价格（即36.40元/股）的130%（即47.32元/股）。如后 续公司股票收盘价格继续不低于当期转股价格的130%，预计将有可能触发"赛龙转债"的有条件赎回条 款。根据《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》中有条 件赎回条款的相关规定，届时公司董事会有权决定是否按照债券面值加当期应计利息的价格赎回全部或 部分未转股的可转换公司债券。 ...

金融界消息 截至2025年8月13日收盘，聚赛龙（301131）报收于53.07元，下跌0.24%，换手率14.23%， 成交量4.38万手，成交金额2.33亿元。 资金流向方面，今日主力资金净流入1140.25万元，占比成交额4.89%。其中，超大单净流入880.86万 元、占成交额3.78%，大单净流入259.39万元、占成交额1.11%，中单净流出流入467.05万元、占成交额 2.0%，小单净流出1607.30万元、占成交额6.9%。 聚赛龙最新一期业绩显示，截至2025一季报，公司营业总收入3.60亿元、同比增长5.76%，归属净利润 1580.23万元，同比增长9.32%，扣非净利润1558.97万元，同比增长13.75%，流动比率2.061、速动比率 1.682、资产负债率58.69%。 来源：金融界 天眼查商业履历信息显示，广州市聚赛龙工程塑料股份有限公司，成立于1998年，位于广州市，是一家 以从事橡胶和塑料制品业为主的企业。企业注册资本4778万人民币，实缴资本3104.4208万人民币。公 司法定代表人为郝源增。 通过天眼查大数据分析，广州市聚赛龙工程塑料股份有限公司共对外投资了3家企业 ...

| 证券代码：301131 | 证券简称：聚赛龙 | 公告编号：2025-048 | | --- | --- | --- | | 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"赛龙转债"预计触发赎回条件的提示性公告 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： 广州市聚赛龙工程塑料股份有限公司（以下简称"公司"）股票价格自 2025 年 7 月 21 日至 2025 年 8 月 13 日已有 10 个交易日的收盘价不低于"赛龙转债" 当期转股价格（即 36.40 元/股）的 130%（即 47.32 元/股）。如后续公司股票收盘 价格继续不低于当期转股价格的 130%，预计将有可能触发"赛龙转债"的有条 件赎回条款。根据《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》"）中有条件赎回条款的相关 规定，届时公司董事会有权决定是否按照债券面值加当期应计利息的价格赎回全 部或部分未转股的可转换公司债券。敬请广大投资者详细了解可转换公司债券 （以下简 ...

Core Viewpoint - The company, Jusa Long (301131), is focused on the modified plastics sector, with a range of products including PP, PC/ABS, PA, PBT, and ABS, and is developing modified PEEK composite materials with some technological advancements and patents [1] Group 1 - The company is dedicated to the modified plastics field, covering various products such as PP, PC/ABS, PA, PBT, and ABS [1] - Research on modified PEEK composite materials has yielded some results, and the company holds relevant patents, although there is currently no mass production or sales of related products [1] - The lightweight materials produced by the company are primarily used in the automotive sector [1] Group 2 - The company closely monitors the development of cutting-edge technologies in the industry and plans to adjust its technology and product layout according to market demand changes [1]

资金流向方面，今日主力资金净流出2068.61万元，占比成交额7.66%。其中，超大单净流出998.58万 元、占成交额3.7%，大单净流出1070.03万元、占成交额3.96%，中单净流出流入578.81万元、占成交额 2.14%，小单净流入1489.79万元、占成交额5.52%。 聚赛龙最新一期业绩显示，截至2025一季报，公司营业总收入3.60亿元、同比增长5.76%，归属净利润 1580.23万元，同比增长9.32%，扣非净利润1558.97万元，同比增长13.75%，流动比率2.061、速动比率 1.682、资产负债率58.69%。 金融界消息 截至2025年8月12日收盘，聚赛龙（301131）报收于53.2元，下跌3.27%，换手率16.47%， 成交量5.07万手，成交金额2.70亿元。 天眼查商业履历信息显示，广州市聚赛龙工程塑料股份有限公司，成立于1998年，位于广州市，是一家 以从事橡胶和塑料制品业为主的企业。企业注册资本4778万人民币，实缴资本3104.4208万人民币。公 司法定代表人为郝源增。 通过天眼查大数据分析，广州市聚赛龙工程塑料股份有限公司共对外投资了3家企业，参与招投标 ...

Core Viewpoint - The company focuses on modified plastics, with key products including PP, PC/ABS, PA, PBT, and ABS, and has made progress in research on modified PEEK composite materials, holding relevant patents [1] Group 1: Company Focus and Products - The company specializes in the field of modified plastics [1] - Main products cover PP, PC/ABS, PA, PBT, and ABS [1] - Research on modified PEEK composite materials has yielded some results, and the company holds relevant patents [1] Group 2: Market Applications and Strategy - Lightweight materials are primarily applied in the automotive sector [1] - The company closely monitors developments in cutting-edge technologies and plans to adjust its technology and product layout according to market demand changes [1]

Core Viewpoint - The company has made progress in research on modified PEEK composite materials, holding certain technological reserves and relevant patents, but currently lacks mass production and sales of related products [1] Group 1 - The company has achieved partial results in the research of modified PEEK composite materials [1] - The company possesses certain technological reserves and has obtained relevant patents [1] - There is currently no mass production or sales of related products [1]

Group 1 - The company focuses on modified plastics, with main products including PP, PC/ABS, PA, PBT, and ABS [1] - The company has made progress in research on modified PEEK composite materials and holds relevant patents, but currently does not have products in mass production or sales [1] - The lightweight materials produced by the company are primarily used in the automotive sector [1] Group 2 - There is investor interest regarding the company's technology reserves in PEEK materials, which are gaining popularity in various applications, including humanoid robots [3] - An analysis suggests that the company has multiple layouts in the field of lightweight materials for humanoid robots, covering product development, technological innovation, market application, and capacity layout [3]