东莞证券股份有限公司 关于对广东汇成真空科技股份有限公司 深圳证券交易所： 东莞证券股份有限公司（以下简称"东莞证券"）作为广东汇成真空科技股 份有限公司（以下简称"汇成真空"）首次公开发行并上市的保荐机构，根据《证 券发行上市保荐业务管理办法》《深圳证券交易所上市公司自律监管指引第 2 号 ——创业板上市公司规范运作》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等法规和规则的相关规定以及汇成真空的实际情况，认真履行 保荐机构应尽的职责，对汇成真空的实际控制人、董事、监事、高级管理人员及 中层以上管理人员进行了有计划、多层次的后续培训，所培训的内容严格按照中 国证券监督管理委员会及深圳证券交易所有关持续督导的最新要求进行。 人、董事、监事、高级管理人员及中层以上管理人员的持续培训工作，特向贵所 报送培训报告。 现场培训情况汇报如下： 培训日期 2025 年 8 月 20 日 培训地点 汇成真空会议室 培训主题 上市公司募集资金规定及案例 培训讲师 王辉 参训人员 汇成真空实际控制人、董事、监事、高级管理人员及中层以上管理人员 一、本次培训的基本情况及主要内容 根据有关规定，东莞证券保荐代表人 ...

Core Points - The company, Shenglan Technology Co., Ltd., is issuing convertible bonds to unspecified investors, with the underwriting managed by Dongguan Securities Co., Ltd. [3][4] - The issuance will prioritize existing shareholders for subscription before offering the remaining bonds to the public through the Shenzhen Stock Exchange [4][5] - A total of 70,148 winning numbers have been announced for the online subscription of the bonds, with each winning number allowing the purchase of 10 bonds (1,000 yuan) [8] Summary by Sections - **Issuance Details** - The convertible bonds, referred to as "Shenglan Convertible Bond 02," are being issued in accordance with relevant Chinese securities regulations [3] - The issuance date is set for August 27, 2025, with a subscription period for existing shareholders followed by a public offering [4] - **Subscription Process** - Investors must ensure sufficient funds in their accounts by September 1, 2025, to fulfill their subscription obligations [4][5] - If the total subscriptions do not reach 70% of the issuance amount, the issuer and underwriter may consider suspending the issuance [5][6] - **Underwriting and Allocation** - The underwriter will assume responsibility for any shortfall in subscriptions, with a maximum underwriting amount capped at 30% of the total issuance [6] - The announcement includes specific winning numbers for the online subscription, which are subject to verification against the published list [8]

Core Viewpoint - The company, Shenglan Technology Co., Ltd., is issuing convertible bonds to unspecified investors, with a total issuance amount of 450 million yuan, equivalent to 4.5 million bonds, priced at 1,000 yuan each [3][7]. Group 1: Issuance Details - The issuance of convertible bonds is organized in accordance with various regulations, including the Securities Law of the People's Republic of China and relevant guidelines from the Shenzhen Stock Exchange [3]. - The original shareholders have priority in subscribing to the bonds, with any remaining amount available for public subscription through the Shenzhen Stock Exchange [4][6]. - The issuance process includes important reminders regarding subscription, payment, and the consequences of insufficient funds for investors [4][6]. Group 2: Subscription Results - The total amount of convertible bonds available for public subscription after the priority allocation to original shareholders is 701,480 bonds, with a very low subscription rate of approximately 0.0008167421% for public investors [7]. - The original shareholders, including the controlling shareholder, received a total of 2,521,474 bonds, accounting for about 56.03% of the total issuance [7]. - The subscription period ended on August 28, 2025, and the results will be announced on September 1, 2025 [7]. Group 3: Underwriting and Risk Management - The underwriting of the bonds will be handled by Dongguan Securities Co., Ltd., which will assume responsibility for any shortfall in subscriptions up to 30% of the total issuance [6]. - If the total subscriptions do not reach 70% of the issuance amount, the issuer and underwriter may consider suspending the issuance [5][6]. - Investors who forfeit their subscription will be restricted from participating in future offerings for a period of six months [6].

Core Viewpoint - Dongguan Dingtong Precision Technology Co., Ltd. has announced a change in its continuous supervision sponsor representative due to personal work adjustments of the previous representative, ensuring ongoing compliance with regulatory requirements [1][2]. Group 1: Company Announcement - Dongguan Dingtong received a letter from Dongguan Securities regarding the change of its continuous supervision sponsor representative [1]. - The original representatives, Yuan Wei and Huang Bo, were responsible for the supervision work until December 31, 2024, but Huang Bo will be replaced by Bao Chunli due to personal reasons [1]. - The company expresses gratitude for Huang Bo's contributions during the IPO and supervision period [2]. Group 2: New Sponsor Representative Profile - Bao Chunli, the new sponsor representative, holds a master's degree in investment management from the Hong Kong University of Science and Technology and joined Dongguan Securities in 2015 [4]. - Bao has participated in various IPO projects and has extensive experience in investment banking, including projects for companies like Bangze Chuangke and Jiuliang Co., Ltd. [4].

Investment Rating - No rating (maintained) [2] Core Insights - The North Exchange has seen a significant number of new stocks listed since the beginning of 2025, with first-day performances generally exceeding 200% gains, and some stocks even surpassing 400% [4] - The new stock listing has demonstrated a strong profit-making effect, with most new stocks achieving multiple premiums compared to their issuance prices, indicating robust investor expectations [6] - The overall quality of new stocks has improved significantly this year, with companies focusing on advanced manufacturing, new materials, and medical devices, reflecting an optimization in industry representation and profitability [7] Summary by Sections Event Overview - Since the start of 2025, over ten new stocks have successfully listed on the North Exchange, with first-day trading showing high turnover rates between 70% and 90% [4] Market Commentary - The high turnover and volatility indicate strong price speculation, yet many stocks maintain high average prices, showcasing active trading and strong buying sentiment [6] - The North Exchange is accelerating the development of its index system and fund products, which is expected to provide long-term funding channels for new stocks [7] Investment Strategy - The investment strategy focuses on the "specialized, refined, distinctive, and innovative" sectors along with high-end manufacturing, emphasizing industry prosperity and clear profit realization paths [7]

北交所 无评级 （维持） 优质供给持续补充，北交所新股赚钱效应显著 北交所事件点评 | 事 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 件 | | | | | | | | | 点 | | | | | | | | | 评 | | | | | | | | | 优质供给持续补充，北交所新股赚钱效应显著 | 无评级 | （维持） | | | | | | | 北交所事件点评 | | | | | | | | | 分析师：李紫忆（SAC | 执业证书编号：S0340522110001） | 2025 | 年 | 8 | 月 | 29 | 日 | | 电话：0769-22177163 | 邮箱：liziyi@dgzq.com.cn | | | | | | | 事件： 2025 年以来至今，北交所共有十余只新股成功上市。根据 wind 数据，从首日表现来看， 新股上市首日普遍录得 200%以上涨幅，部分标的涨幅超过 400%，上市首日换手率集中在 70% –90%区间，显示出显著的短期资金博弈与市场热度。 点评： 北交所打新赚钱效应显著 ...

Core Points - The company has reported a significant asset impairment provision totaling 1,661,727.85 yuan for the first half of 2025, with a reversal of 497,032.59 yuan [11][18] - The company plans to transfer its entire 67.78% stake in Zhongshan Securities, which constitutes a major asset restructuring [8] - The company has not declared any cash dividends or stock bonuses for the reporting period [2] Company Overview - The company is named Guangdong Jinlong Development Co., Ltd. and is listed under the stock code 000712 [9] - The company has not experienced any changes in its controlling shareholder or actual controller during the reporting period [5][4] Financial Data - As of June 30, 2025, the company's accounts receivable amounted to 37,504,413.98 yuan, reflecting a growth of 163.80% compared to the beginning of the year [15] - The company reported a decrease of 0.95% in the book value of funds lent out, totaling 2,273,414,065.71 yuan [17] - The book value of other debt investments decreased by 3.36%, amounting to 1,717,486,564.67 yuan [17] Asset Impairment Details - The company utilized a simplified model to assess impairment losses on accounts receivable, leading to a provision of 332,775.24 yuan for the reporting period [11] - The impairment provision for funds lent out was 847,991.74 yuan, with a remaining balance of 1,137,275.67 yuan [17] - The company has adopted the expected credit loss method for measuring impairment on other debt investments, resulting in a provision of 480,960.87 yuan [17]

Core Viewpoint - Shenglan Technology Co., Ltd. is issuing convertible bonds to unspecified investors, with priority allocation to existing shareholders before public offering [3][4][10]. Group 1: Issuance Details - The convertible bonds will be issued with a total amount of 4,500,000 bonds, with a face value of 2.7488 yuan per bond [12][13]. - The priority subscription for existing shareholders will occur on August 28, 2025, with trading available from the first day [15][16]. - The issuance will be conducted through the Shenzhen Stock Exchange, with specific codes for subscription [14][16]. Group 2: Subscription Process - Existing shareholders can subscribe based on their holdings as of the registration date, with a minimum subscription unit of 10 bonds [15][16]. - Public investors can participate in the subscription process on the same date, with a maximum limit of 10,000 bonds per account [16][17]. - If the total subscription amount is less than 70% of the issuance, the issuer and underwriter may suspend the issuance [18]. Group 3: Underwriting and Risk Management - The underwriting will be conducted by Dongguan Securities Co., Ltd., which will assume responsibility for any shortfall in subscriptions below 45 million yuan [8][18]. - The maximum underwriting amount is capped at 30% of the total issuance, equating to 13.5 million yuan [8][18]. - If the underwriting exceeds this limit, an internal risk assessment will be initiated [18].

证券代码：300843 证券简称：胜蓝股份 公告编号：2025-051 本次发行的可转换公司债券将向发行人在股权登记日（2025 年 8 月 27 日， T-1 日）收市后中国证券登记结算有限责任公司深圳分公司登记在册的原股东 实行优先配售，原股东优先配售后余额部分（含原股东放弃优先配售部分）通 过深交所交易系统网上向社会公众投资者发行。 本次发行的募集说明书提示性公告已刊登于 2025 年 8 月 26 日（T-2 日）的 《证券时报》和《证券日报》上。投资者亦可在巨潮资讯网 （http://www.cninfo.com.cn）查询募集说明书全文及本次发行的相关资料。 胜蓝科技股份有限公司 向不特定对象发行可转换公司债券网上路演公告 保荐人（主承销商） ：东莞证券股份有限公司 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。 胜蓝科技股份有限公司（以下简称"胜蓝股份"或"发行人"）向不特定 对象发行 45,000.00 万元可转换公司债券（以下简称"本次发行"）已获得中国 证券监督管理委员会证监许可〔2025〕1548 号文同意注册。 保荐人（主承销商）：东莞 ...

Core Viewpoint - The company, Shenglan Technology Co., Ltd., is issuing convertible bonds to unspecified investors, with a total issuance amount of RMB 450 million, aiming to enhance its capital structure and provide investment opportunities for existing shareholders and the public [3][14][25]. Group 1: Issuance Details - The total amount of the convertible bonds is RMB 450 million, with an issuance of 4.5 million bonds at a face value of RMB 100 each [14][15]. - The bonds will have a term of 6 years, from August 28, 2025, to August 27, 2031, with annual interest rates starting at 0.20% in the first year and increasing to 2.30% in the sixth year [15][16]. - The initial conversion price is set at RMB 54.56 per share, which is based on the average trading price of the company's stock prior to the announcement [16][18]. Group 2: Subscription Process - Existing shareholders will have priority in subscribing to the bonds, with the subscription period starting on August 28, 2025, and they must pay the full subscription amount at that time [25][26]. - Public investors can participate in the online subscription after the priority subscription period, with a minimum subscription unit of 10 bonds (RMB 1,000) and a maximum of 10,000 bonds (RMB 1 million) [27][30]. - The subscription process includes specific rules regarding the validity of applications, with only the first application from an investor being considered valid if multiple applications are submitted [28][29]. Group 3: Underwriting and Distribution - The underwriting will be conducted by Dongguan Securities Co., Ltd., which will also take on the responsibility of covering any shortfall in subscriptions, with a base amount of RMB 45 million [7][30]. - The bonds will not have any lock-up period, allowing for immediate trading upon listing [30][31]. - The company will apply for the bonds to be listed on the Shenzhen Stock Exchange as soon as possible after the issuance [31].