| 证券代码：301131 | 证券简称：聚赛龙 | 公告编号：2025-049 | | --- | --- | --- | | 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 关于使用闲置募集资金进行现金管理到期赎回的进展公告 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。 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 8 月 6 日召开第三届董事会第十八次会议、第三届监事会第十七次会议，审议通过了《关 于使用闲置募集资金现金管理额度的议案》，在确保不影响募投项目建设和募集 资金使用的情况下，同意公司及子公司使用向不特定对象发行可转换公司债券募 集资金中暂时闲置的资金进行现金管理，最高额度不超过人民币 16,000 万元， 有效期自董事会审议通过之日起 12 个月，在前述额度及期限范围内，资金可以 循环滚动使用，具体内容详见公司于 2024 年 8 月 6 日披露于巨潮资讯网 （www.cninfo.com.cn）的《关于使用闲置募集资金现金管理额度的公告》。 2025 年 4 月 27 日， ...

Group 1 - The carbon fiber sector experienced a decline of 1.07% [1] - Among the companies, Shuangyi Technology fell by 5.17% [1] - Nanjing Julong decreased by 3.81% [1] - Guangwei Composites dropped by 3.5% [1] - Guoen Co., Jinfa Technology, and Jusa Long all saw declines exceeding 2% [1]

Group 1 - The company, 聚赛龙, specializes in modified general plastics, modified engineering plastics, and modified specialty 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 Growth Enterprise Market 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 net profit excluding non-recurring items 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]

金融界消息 截至2025年8月15日收盘，聚赛龙（301131）报收于53.15元，上涨3.44%，换手率15.62%， 成交量4.81万手，成交金额2.56亿元。 资金流向方面，今日主力资金净流入1153.45万元，占比成交额4.51%。其中，超大单净流入406.34万 元、占成交额1.59%，大单净流入747.10万元、占成交额2.92%，中单净流出流出1364.73万元、占成交 额5.34%，小单净流入211.28万元、占成交额0.83%。 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%。 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，参与招投标项目 52次，知识产权方面有商标信息8条，专利信息162条，此外企业还拥有行政许可79个。 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 ...

Group 1 - The company, 聚赛龙, specializes in modified general plastics, modified engineering plastics, and modified specialty 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 board in March 2022, with the stock code 301131 [2] - The company has two major production bases located in East China 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 net profit excluding non-recurring items 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 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 ...