| 证券代码：002126 | 证券简称：银轮股份 | 公告编号：2025-039 | | --- | --- | --- | | 债券代码：127037 | 债券简称：银轮转债 | | 浙江银轮机械股份有限公司 可转换公司债券付息公告 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."银轮转债"将于2025年6月9日按面值支付第四年利息，每10张"银轮转债"（面 值 1,000.00元）利息为15元（含税）。 2.债权登记日：2025年6月6日。 3.除息日：2025年6月9日。 4.付息日：2025年6月9日。 5."银轮转债"票面利率：第一年 0.30%、第二年 0.50%、第三年 1.00%、第四年 1.50%、 第五年 1.80%、第六年 2.00%。 6."银轮转债"本次付息的债权登记日为2025年6月6日，凡在2025年6月6日（含） 前买入并持有本期债券的投资者享有本次派发的利息；2025年6月6日卖出本期债券的投 资者不享有本次派发的利息。 7.下一付息期起息日：2025年6月9日（因2025年6月7日为法定节假日，顺延至下一 ...

截止2025年3月31日，南方蓝筹成长混合A前十持仓占比合计33.04%，分别为：渝农商行（4.75%）、巨 星科技（3.92%）、腾讯控股（3.86%）、贵州茅台（3.54%）、九号公司-（3.49%）、中石化炼化 （2.97%）、阿里巴巴-W（2.70%）、美的集团（2.69%）、银轮股份（2.66%）、中国重汽 （2.46%）。 据了解，南方蓝筹成长混合A成立于2021年9月，基金规模6.97亿元，成立来累计收益率-30.90%。从持 有人结构来看，截至2024年末，南方蓝筹成长混合A的基金机构持有0.14亿份，占总份额的1.36%，个 人投资者持有10.10亿份，占总份额的98.64%。 公开信息显示，现任基金经理应帅先生:北大光华管理学院管理学硕士,具有基金从业资格。曾担任长城 基金管理公司行业研究员,2007年加入南方基金,2007年5月至2009年2月,任南方宝元基金经理;2007年5月 至2012年11月,任南方成份基金经理。2010年12月至2016年3月,任南方宝元基金经理。2012年11月起任南 方稳健基金经理。2012年11月起任南稳贰号基金经理。2016年3月起任南方转型驱动灵活配置 ...

| 证券代码：002126 | 证券简称：银轮股份 公告编号：2025-038 | | --- | --- | | 债券代码：127037 | 债券简称：银轮转债 | 浙江银轮机械股份有限公司 关于实施权益分派期间银轮转债暂停转股的提示性公告 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： 债券代码：127037 债券简称：银轮转债 转股时间：2021 年 12 月 13 日至 2027 年 6 月 6 日（因 2027 年 6 月 6 日为非交易日， 实际转股截止日期为 2027 年 6 月 4 日） 暂停转股时间：2025 年 5 月 29 日至 2024 年度权益分派股权登记日 浙江银轮机械股份有限公司 董 事 会 2025年5月28日 附件：《浙江银轮机械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 "转股价格的调整方式及计算公式"条款的规定 在本次发行之后，当公司发生送红股、转增股本、增发新股（不包括因本次发行的 可转债转股而增加的股本）、配股以及派发现金股利等情况时，公司将按上述条件出现 的先后顺序，依次对转股价格进行累积调 ...

Group 1: Automotive Parts Industry - The China Securities Automotive Parts Theme Index (931230) increased by 0.43%, with notable gains from Dongfeng Technology (600081) up 5.85% and Haon Automotive (301488) up 4.94% [1] - The Automotive Parts ETF (159306) rose by 0.45%, with a recent price of 1.12 yuan, and has seen a 3.44% increase over the past month [1] - The Automotive Parts ETF experienced significant growth in scale, increasing by 580.17 thousand yuan and 600.00 thousand units over the past three months, ranking first among its peers [1] Group 2: New Energy Vehicles - BYD launched a limited-time promotional campaign covering 22 models, with subsidies up to 53,000 yuan, indicating a new round of price competition in the new energy vehicle market [2] - Haidong International predicts that the new energy price war will intensify in June, affecting the fate of car manufacturers, with expectations for similar promotions from Xiaopeng and Leap Motor [2] Group 3: New Materials Industry - The China Securities New Materials Theme Index (H30597) decreased by 0.09%, with mixed performance among constituent stocks, including a 1.52% increase in China Materials Technology (002080) [4] - The New Materials ETF Index Fund (516890) fell by 0.20%, currently priced at 0.49 yuan, while the solid-state battery commercialization process is expected to accelerate, opening new markets [5] - The recent release of the "Solid-State Battery Determination Method" standard by the China Automotive Engineering Society marks a new phase in the solid-state battery industry, impacting technology development and market order [5] Group 4: Photovoltaic Industry - The China Securities Photovoltaic Industry Index (931151) rose by 0.04%, with significant gains from KWH Data (002335) up 1.36% and JinkoSolar (688223) up 0.58% [11] - The Photovoltaic ETF Fund (516180) increased by 0.19%, currently priced at 0.53 yuan, with a historical monthly return of 24.05% since inception [11] - Investors are encouraged to consider the Photovoltaic ETF Fund, New Materials ETF Index Fund, New Energy Vehicle ETF, and Automotive Parts ETF for investment opportunities in related sectors [11] Group 5: ETF Performance and Composition - The New Energy Vehicle ETF (515700) decreased by 0.31%, with a recent price of 1.61 yuan, and has shown a 2.53% increase over the past month [7] - The top ten weighted stocks in the New Energy Vehicle Industry Index (930997) account for 58.64% of the index, with BYD (002594) being the largest component [12] - The top ten weighted stocks in the Automotive Parts Theme Index (931230) account for 45.48%, with Huichuan Technology (300124) leading the list [17]

Core Viewpoint - The Zhongzheng Taizhou Manufacturing 30 Index has shown a mixed performance, with a recent increase of 5.54% over the past month, but a decline of 7.13% over the last three months, and a year-to-date increase of 4.71% [1][2] Group 1: Index Overview - The Zhongzheng Taizhou Manufacturing 30 Index is composed of listed companies from Taizhou, Zhejiang, and is calculated using free float market capitalization [1] - The index reflects the overall performance of Taizhou enterprises listed on A-shares, global Taizhou enterprises, and the performance of larger, more liquid manufacturing companies in A-shares [1] - The index was established on December 31, 2010, with a base value of 1000.0 points [1] Group 2: Index Holdings - The top ten weighted companies in the Zhongzheng Taizhou Manufacturing 30 Index include: - Shuanghuan Transmission (9.4%) - Tianshan Aluminum (9.12%) - Yinlun Co. (9.11%) - Crystal Optoelectronics (8.88%) - Aerospace Rainbow (6.23%) - Huahai Pharmaceutical (5.96%) - Supor (3.98%) - Weixing Co. (3.92%) - Jiuzhou Pharmaceutical (3.3%) - Jack Co. (3.27%) [1] - The market share of the index holdings is predominantly from the Shenzhen Stock Exchange (77.45%) and the Shanghai Stock Exchange (22.55%) [1] Group 3: Industry Composition - The industry composition of the index holdings is as follows: - Consumer Discretionary: 33.48% - Healthcare: 22.10% - Materials: 18.25% - Industrials: 17.29% - Information Technology: 8.88% [2] - The sample stocks of the Zhongzheng Taizhou Index are adjusted semi-annually, with adjustments occurring on the second Friday after the first trading day of June and December [2] - Special adjustments to the index may occur in cases of stock suspension, delisting, mergers, or other significant corporate actions [2]

Core Viewpoint - Zhejiang Yinlun Machinery Co., Ltd. has decided not to exercise the early redemption rights of its convertible bonds, known as "Yinlun Convertible Bonds," for the upcoming twelve months, prioritizing investor interests and market conditions [1][4][5]. Summary by Sections Convertible Bond Basic Information - The company issued 7 million convertible bonds with a total value of 700 million RMB, each with a face value of 100 RMB, approved by the China Securities Regulatory Commission on June 7, 2021 [1][2]. - The conversion period for these bonds is from December 13, 2021, to June 6, 2027, with adjustments to the conversion price due to annual profit distributions [2]. Conditional Redemption Situation - The company has the right to redeem the bonds if the stock price exceeds 130% of the conversion price for at least 15 out of 30 consecutive trading days or if the remaining balance of unconverted bonds is less than 30 million RMB [2][3]. Decision on Early Redemption - The board of directors has resolved not to exercise the early redemption rights for the "Yinlun Convertible Bonds" from May 1, 2024, to April 30, 2025, despite the bonds triggering the conditional redemption clause [3][4]. - The decision will be reassessed if the bonds trigger the redemption clause again after May 26, 2026 [5]. Rationale for Not Redeeming Early - The decision to not redeem early is based on current market conditions and the company's actual situation, aiming to protect investor interests [4][6]. Shareholder Trading and Future Plans - There have been no transactions of the "Yinlun Convertible Bonds" by major shareholders or executives in the six months prior to the redemption condition being met, and there are no plans for reduction in holdings in the next six months [5][6]. Sponsor Institution's Verification Opinion - The sponsor institution has confirmed that the decision not to redeem the bonds early has followed necessary procedures and complies with relevant regulations, ensuring no harm to the interests of the company and its shareholders [6].

Core Viewpoint - Zhejiang Yinlun Machinery Co., Ltd. has decided not to exercise the early redemption rights of its convertible bonds, "Yinlun Convertible Bonds," for the next twelve months, indicating a strategic choice to maintain liquidity and avoid immediate financial obligations [1][2]. Group 1 - The board meeting was held on May 26, 2025, with all nine directors present, confirming the legality and validity of the meeting [1]. - The resolution regarding the non-early redemption of "Yinlun Convertible Bonds" received unanimous approval from all directors, with 100% voting in favor [1]. - The company will not exercise the early redemption rights from May 27, 2025, to May 26, 2026, even if the conditional redemption clauses are triggered [1]. Group 2 - The announcement regarding the non-early redemption of the bonds was published on the same day in multiple financial news outlets, ensuring transparency and compliance with disclosure requirements [2].

| 证券代码：002126 | 证券简称：银轮股份 公告编号：2025-037 | | --- | --- | | 债券代码：127037 | 债券简称：银轮转债 | 浙江银轮机械股份有限公司 关于不提前赎回银轮转债的公告 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。 浙江银轮机械股份有限公司（以下简称"公司"）自 2025 年 5 月 1 日至 2025 年 5 月 26 日期间已触发"银轮转债"的有条件赎回条款，公司于 2025 年 5 月 26 日召开第九届董 事会第二十三次会议，审议通过了《关于不提前赎回银轮转债的议案》，决定暂不行使 "银轮转债"的提前赎回权利，不提前赎回"银轮转债"。同时决定在未来十二个月内（即 2025 年 5 月 27 日—2026 年 5 月 26 日）"银轮转债"在触发有条件赎回条款时，均不行 使"银轮转债"的提前赎回权利，不提前赎回"银轮转债"。2026 年 5 月 26 日后首个交易 日重新计算，若"银轮转债"再次触发有条件赎回条款，届时将再召开董事会审议是否行 使"银轮转债"的提前赎回权利。现将相关事项公告如下： 一 ...

中信建投证券股份有限公司 关于浙江银轮机械股份有限公司 不提前赎回银轮转债的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐机构"）作为浙 江银轮机械股份有限公司（以下简称"银轮股份"或"公司"）公开发行可转换公司债 券的保荐机构，根据《可转换公司债券管理办法》《深圳证券交易所股票上市规则》《深 圳证券交易所上市公司自律监管指引第 1 号——主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》《深圳证券交易所上市公司自律监管 指引第 15 号——可转换公司债券》等相关规定，对银轮股份本次不提前赎回银轮转债 的事项进行了审慎核查，核查的具体情况如下： 一、可转债基本情况 1、发行上市基本情况 经中国证券监督管理委员会"证监许可〔2021〕672 号"文核准，浙江银轮机械股 份有限公司（以下简称"公司"）于 2021 年 6 月 7 日公开发行了 700 万张可转换公司 债券，每张面值人民币 100 元，发行总额人民币 7 亿元。 经深交所"深证上〔2021〕669 号"文同意，公司 7 亿元可转换公司债券于 2021 年 7 月 9 日起在深圳证券交易所挂牌 ...

| 证券代码：002126 | 证券简称：银轮股份 公告编号：2025-036 | | --- | --- | | 债券代码：127037 | 债券简称：银轮转债 | 浙江银轮机械股份有限公司 第九届董事会第二十三次会议决议公告 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。 浙江银轮机械股份有限公司第九届董事会第二十三次会议通知于 2025 年 5 月 21 日 以邮件和专人送达等方式发出，会议于 2025 年 5 月 26 日上午以通讯表决方式召开，本 次会议应参加会议董事 9 名，实际出席会议董事 9 名。本次董事会召开符合《中华人民 共和国公司法》和《公司章程》的规定，会议合法有效。 本次会议由公司董事长徐小敏先生主持，经与会董事认真讨论研究，会议审议并通 过了如下决议： 一、审议通过了《关于不提前赎回银轮转债的议案》 表决结果：同意 9 票、弃权 0 票、反对 0 票，同意票数占全体董事票数的 100%。 自 2025 年 5 月 1 日至 2025 年 5 月 26 日期间，"银轮转债"已触发有条件赎回条 款，公司董事会决定暂不行使"银轮转债"的提 ...