河南蓝天燃气股份有限公司可转换公司债券 受托管理事务报告 （2024 年度） 发行人：河南蓝天燃气股份有限公司 股票代码：605368.SH 股票简称：蓝天燃气 转债代码：111017.SH 转债简称：蓝天转债 2025 年 6 月 1 重要声明 依据《可转换公司债券管理办法》（以下简称"《管理办法》"）、《募集 说明书》《受托管理协议》等相关规定及约定，招商证券股份有限公司（以下简 称"招商证券"、"受托管理人"）作为本次债券的受托管理人编制本报告。招 商证券编制本报告的内容及信息均来源于公开信息、河南蓝天燃气股份有限公司 （以下简称"蓝天燃气"、"公司"、"发行人"）对外发布的《河南蓝天燃气 股份有限公司 2024 年年度报告》等公开信息披露文件、发行人提供的相关资料 或出具的相关说明以及第三方中介机构出具的专业意见。招商证券对本报告中所 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、准确性和完整性作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内容据以作为招商证券所作的承诺或声 明 ...

Core Viewpoint - The announcement details the partial release and new pledge of shares by the controlling shareholder, Blue Sky Group, which holds 42.84% of the total shares of Henan Blue Sky Gas Co., Ltd. [1] Group 1: Share Pledge Details - Blue Sky Group has released a total of 30,360,000 shares from pledge, accounting for 9.92% of its holdings and 4.25% of the company's total shares [1] - After the release, Blue Sky Group has a total of 201,960,000 shares pledged, which is 77.47% of its holdings and 28.26% of the company's total shares [1] - The new pledge involves 35,200,000 shares, with a pledge period from June 2025 to June 2028 [1] Group 2: Financial Health and Impact - Blue Sky Group's financial condition is reported to be good, with sufficient repayment ability from self-owned funds, investment income, and dividends from held shares [2][3] - The share pledges are not expected to have a significant impact on the company's operations, main business, financing costs, or ongoing viability [2][3] - There is no substantial risk of forced liquidation, and the company will monitor the situation closely [3]

中国上市公司网/文 指数表现 上证指数：开盘3380.08点，最高3423.78点，最低3380.08点，收盘3419.06点，上涨38.98点，涨幅 1.15%，成交金额5448.82亿元。 深证成指：开盘10074.27点，最高10224.12点，最低10074.27点，收盘10217.63点，上涨169.23点，涨幅 1.68%，成交金额3069.48亿元。 创业板指：开盘2024.70点，最高2065.84点，最低2024.70点，收盘2066.43点，上涨46.50点，涨幅 2.30%，成交金额996.84亿元。 沪深300：开盘3862.39点，最高3914.16点，最低3862.39点，收盘3908.52点，上涨46.13点，涨幅 1.19%。 中证500：开盘5683.46点，最高5766.02点，最低5683.46点，收盘5744.54点，上涨91.67点，涨幅 1.61%。 上证50：开盘2685.85点，最高2731.18点，最低2685.85点，收盘2717.00点，上涨31.15点，涨幅1.16%。 资金流向 北向资金：6月以来北向资金累计净流入A股627.30亿元，截至24日，当月 ...

证券代码：605368 证券简称：蓝天燃气 公告编号：2025-039 债券代码：111017 债券简称：蓝天转债 河南蓝天燃气股份有限公司 关于控股股东部分股份解除质押及质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 注：上表中质押起始日及质押到期日为质押额度有效期，质押到期日具体以实际 解除质押登记日期为准。 | | | | | | | | | | | 单位：股 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 持股数量 | 持股比 | 本次质押 | 本次质押 | 占其所持 | 占公司 | 已质押股份情况 | | 未质押股份情况 | | | | | | 例 | 前累计质 | 后累计质 | 股份比例 | 总股本 | 限售股份数 | 冻结股 | 限售股份 | 冻结股份 | | | | | | 押数量 | 押数量 | | 比例 | 量 | 份数量 | 数量 | 数量 | | | 蓝天集团 | 3 ...

Core Viewpoint - A total of 14 listed companies announced share buybacks or increases in shareholdings this week, with significant involvement of loans for these activities [1][2]. Group 1: Companies Announcing Buybacks or Increases - Kailong High-Tech plans to repurchase shares worth between 25 million to 50 million yuan, with a loan of 25 million yuan [2]. - Hunan Haili intends to repurchase between 8.38 million to 16.76 million shares, supported by a loan of 200 million yuan [2]. - Guangda Special Materials aims to repurchase shares worth between 200 million to 400 million yuan, with a loan not exceeding 360 million yuan [2]. - Dahao Technology's controlling shareholder plans to increase shareholdings by 50 million to 100 million yuan [2]. - Qianhong Pharmaceutical's actual controller intends to continue increasing holdings by no less than 12.4 million shares [2]. - Bluetian Gas's controlling shareholder plans to increase holdings by 100 million to 150 million yuan, with a loan not exceeding 135 million yuan [2]. - Aikedi plans to repurchase shares worth between 100 million to 200 million yuan [2]. - Sichuan Changhong intends to repurchase shares worth between 250 million to 500 million yuan, with a loan not exceeding 450 million yuan [2]. - Qizhong Technology plans to repurchase shares worth between 75 million to 150 million yuan [2]. - Oriental Bio's chairman proposed a repurchase of shares not exceeding 50 million yuan [2]. - Yunlu Co. plans for directors and senior management to collectively increase holdings by 4 million to 12 million yuan [2]. - Hongli Zhihui's controlling shareholder plans to increase holdings by 25 million to 50 million yuan, with a loan not exceeding 45 million yuan [2]. - Dongfang Shenghong's controlling shareholder intends to increase holdings by 500 million to 1 billion yuan, with a loan not exceeding 900 million yuan [2]. - Midea Group plans to repurchase shares worth between 5 billion to 10 billion yuan, with a loan not exceeding 9 billion yuan [2].

Group 1 - A total of 14 A-share listed companies have announced plans to use special loans for share repurchase or increase holdings this week [1] - Midea Group plans to repurchase shares with a total amount not exceeding 100 billion yuan and not less than 50 billion yuan, with a loan commitment of up to 90 billion yuan from China Bank [1] - Hunan Haili has received a loan commitment of up to 200 million yuan for share repurchase, aiming to repurchase between 8.38 million and 16.76 million shares [1][3] Group 2 - Sichuan Changhong plans to repurchase shares with a total amount between 250 million and 500 million yuan, with a loan commitment of up to 450 million yuan [2][3] - Guangda Special Materials intends to use a special loan of up to 360 million yuan for a share repurchase plan totaling between 200 million and 400 million yuan [3] - Dongfang Shenghong's controlling shareholder plans to increase holdings between 500 million and 1 billion yuan, with a loan commitment of up to 900 million yuan [2]

Group 1 - Chengjian Development received a dividend of 7.1282 million yuan from Beijing Jingcheng Jiaye Property Co., Ltd., in which it holds a 33.47% stake [1] - Shengnuo Bio expects a net profit attributable to shareholders of 77.0275 million to 94.1448 million yuan for the first half of 2025, representing a year-on-year increase of 253.54% to 332.10% [1] - JKN2301 dry mixed suspension has been approved for clinical trials, targeting children with influenza [5][6] Group 2 - Jindawei obtained a patent for a method of purifying natto kinase, with a validity of twenty years [2] - CITIC Guoan plans to increase its stake in China Broadcasting Hunan Company to approximately 5.29% through a capital increase of 278 million yuan [2] - Ji Electric announced the resignation of its general manager, Niu Guojun, due to work changes [3] Group 3 - Xintian Green Energy successfully issued 1.5 billion yuan in green medium-term notes with a term of 3+N years and an interest rate of 2.05% [7] - Hengrun Co. plans to invest 1.2 billion yuan in a project to produce 2,000 sets of wind turbine gearbox components [9] - Pulaide received a government subsidy of 10 million yuan, accounting for 15.87% of its audited net profit for the last fiscal year [10] Group 4 - Boteng Co. passed the EU QP audit, receiving a compliance statement for its CDMO services [12] - Zhou Dasheng added 7 self-operated stores in May, with total investments ranging from 900,000 to 6.5 million yuan [13] - Wantai Bio initiated a Phase III clinical trial for its live attenuated varicella vaccine [15] Group 5 - Shanghai Pharmaceuticals received a drug registration certificate for Pregabalin capsules in Thailand [19] - Sanxing Medical's subsidiary is expected to win contracts worth approximately 143 million yuan from State Grid projects [21] - Jiangsu Huachen plans to issue 460 million yuan in convertible bonds [24] Group 6 - Jian Gong Repair won a soil pollution remediation project worth 32.76 million yuan [25] - Dize Pharmaceutical completed patient enrollment for a global Phase III clinical trial of its drug [26] - Del Co. received acceptance for its application to issue shares for asset acquisition and raise matching funds [27] Group 7 - Beijing Kerui won multiple power grid projects with a total value of approximately 154 million yuan [27] - Xie Chuang Data signed financing lease contracts totaling 498 million yuan with Su Yin Financial Leasing [28] - Meige Intelligent submitted an application for H-share listing on the Hong Kong Stock Exchange [29][31] Group 8 - Aikodi plans to repurchase shares worth 100 million to 200 million yuan for employee stock ownership plans [54] - Kong Kong Industrial intends to sell 80% of Tianyuan Construction to its controlling shareholder [55] - Youyou Green Energy proposed a cash dividend of 12 yuan per 10 shares, totaling 50.4 million yuan [55]

Market Overview - Federal Reserve Chairman Jerome Powell anticipates significant inflationary pressures, overshadowing optimistic sentiments from Trump's comments on Iran negotiations, leading to a slight decline in major U.S. stock indices [1] - The S&P 500 index closed down 0.03%, the Dow Jones down 0.10%, while the Nasdaq rose 0.13% [1] - Technology stocks led the gains in the U.S. market, with banks benefiting from proposed easing of capital regulations on U.S. Treasury transactions [1] - Circle, the first stablecoin company, surged over 34% following the U.S. Senate's passage of a stablecoin regulatory framework [1] Commodity and Financial Markets - Gold prices fell over 1% from intraday highs, while platinum reached an eleven-year high [3] - Oil prices experienced volatility, declining after Trump expressed a desire to avoid U.S. involvement in Middle Eastern conflicts [3] AI and Technology Developments - OpenAI has initiated a price war by discounting its ChatGPT enterprise version, putting Microsoft in a reactive position [4] - Sam Altman, in a recent interview, discussed the potential of AI to discover new sciences and the future prevalence of AI companions and humanoid robots [5] Regulatory and Policy Updates - The Central Financial Committee of China issued opinions to support the development of Shanghai as an international financial center, emphasizing the use of blockchain in supply chain finance [8] - The China Securities Regulatory Commission released guidelines to enhance the inclusivity of the Sci-Tech Innovation Board [8] Industry Insights - Goldman Sachs predicts a boom in China's AI/AR glasses market, projecting sales to reach 7 million units by 2030 [7] - The Ministry of Industry and Information Technology of China aims for over 70% digitalization in key business processes of large textile enterprises by 2027 [9] Stock Market Highlights - Circle's market capitalization reached approximately $44.4 billion (around 320 billion RMB) after a significant price increase [15] - The price of platinum has risen over 60 CNY per gram in the past month, with a nearly 30% increase [16][17] - DRAM prices saw a significant increase, with DDR4 experiencing a 53% rise in May, the largest increase since 2017 [18][19]

Group 1 - The central financial committee issued opinions to accelerate the construction of Shanghai as an international financial center, aiming for significant improvements in financial system adaptability, competitiveness, and inclusiveness over the next five to ten years [1] - The opinions emphasize enhancing Shanghai's role as a global hub for RMB asset allocation and risk management, aligning its status with China's comprehensive national strength and international influence [1] Group 2 - The first meeting of the Shanghai International Financial Center Construction Coordination Promotion Mechanism was held, attended by key financial leaders, discussing the support from central financial institutions [2] - The meeting reviewed the progress of the Shanghai International Financial Center construction and deliberated on related topics [2] Group 3 - The 2025 Lujiazui Forum opened with a theme focused on financial openness and high-quality development amid global economic changes, featuring speeches from prominent financial officials [3] Group 4 - The China Securities Regulatory Commission (CSRC) announced the formal implementation of a third set of standards for the ChiNext board, allowing unprofitable companies to list under specific conditions [4] - The CSRC is also promoting the development of sci-tech bonds and accelerating the launch of sci-tech bond ETFs [4] Group 5 - The CSRC announced that qualified foreign investors will be allowed to participate in ETF options trading starting from October 9, 2025, with a focus on hedging [5] - Further reforms to optimize the qualified foreign investor system are expected to enhance the capital market's openness [5] Group 6 - The Financial Regulatory Bureau and Shanghai Municipal Government jointly issued an action plan to support the construction of the Shanghai International Financial Center, aiming to enhance its competitiveness and influence [6] Group 7 - The Shanghai Futures Exchange will expand the range of commodities available for trading by qualified foreign institutional investors, including natural rubber, lead, and tin [8]

Group 1 - The central financial committee issued opinions to accelerate the construction of Shanghai as an international financial center, aiming for a comprehensive upgrade in financial capabilities within five to ten years [2] - The first meeting of the Shanghai International Financial Center Construction Coordination Mechanism was held, discussing the support from central financial institutions and reviewing progress reports [3] - The 2025 Lujiazui Forum opened with a theme focused on financial openness and high-quality development amid global economic changes [4] Group 2 - The chairman of the China Securities Regulatory Commission announced the formal implementation of a third set of standards for the ChiNext board, allowing unprofitable companies to list under specific conditions [5] - The China Securities Regulatory Commission announced that qualified foreign investors will be allowed to participate in ETF options trading starting from October 9, 2025, aimed at enhancing capital market openness [6] - The financial regulatory authority and Shanghai municipal government jointly issued an action plan to support the construction of the Shanghai International Financial Center [7] Group 3 - The Ministry of Industry and Information Technology issued a digital transformation implementation plan for the textile industry, aiming for over 70% digitalization in key business processes by 2027 [8] - The Shanghai Futures Exchange will expand the range of commodities available for qualified foreign institutional investors to trade, including natural rubber, lead, and tin futures and options starting June 20, 2025 [8] Group 4 - The National Foreign Exchange Administration is seeking public opinion on a draft notice to facilitate cross-border investment and financing activities, including nine specific policies [9] - The Fujian Provincial Development and Reform Commission issued a long-term plan for the hydrogen energy industry, targeting a production capacity of 30,000 tons of green hydrogen and 100,000 tons of hydrogen-based green fuel by 2035 [11]