登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002237 证券简称：恒邦股份公告编号：2025-105 债券代码：127086 债券简称：恒邦转债 山东恒邦冶炼股份有限公司 关于提前赎回"恒邦转债"的第二十一次提示性公告 本公司及董事会全体成员保证信息披露内容的真实、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."恒邦转债"赎回价格：100.28元/张（含当期应计利息，当期年利率为0.6%，且当期利息含税），扣税 后的赎回价格以中国证券登记结算有限责任公司深圳分公司（以下简称"中登公司"）核准的价格为准。 2.赎回条件满足日：2025年10月17日 3.停止交易日：2025年11月25日 5.停止转股日：2025年11月28日 6.赎回日：2025年11月28日 7.赎回资金到账日（到达中登公司账户）：2025年12月3日 8.投资者赎回款到账日：2025年12月5日 9.赎回类别：全部赎回 10.最后一个交易日可转债简称：Z邦转债 4.赎回登记日：2025年11月27日 11.根据安排，截至2025年11月27日收市后仍未转股的"恒邦转债"将被强制赎回。本次赎回完成后， ...

Core Points - The company has triggered the conditional redemption clause for its convertible bonds due to the stock price exceeding 130% of the conversion price for 15 trading days [1][7] - The board of directors has approved the early redemption of the convertible bonds, which will be redeemed at face value plus accrued interest [1][8] - Investors can either trade the bonds in the secondary market or convert them at the conversion price of 5.95 CNY per share, or face mandatory redemption at 100 CNY per bond plus accrued interest [1][10] Convertible Bond Issuance Overview - The company issued 7.1 million convertible bonds on August 12, 2024, with a total amount of 71 million CNY and a maturity of 6 years [2] - The coupon rates for the bonds are structured to increase from 0.10% in the first year to 2.00% in the sixth year [2] Convertible Bond Listing - The convertible bonds were listed on the Shanghai Stock Exchange on September 3, 2024, under the name "豫光转债" and code "110096" [3] Conversion Price Adjustment - The initial conversion price was set at 6.17 CNY per share, adjusted to 5.95 CNY per share on July 11, 2025, due to the company's annual equity distribution [4] Redemption Clause and Trigger Conditions - The company has the right to redeem the bonds if the stock price remains above 130% of the conversion price for at least 15 trading days or if the remaining unconverted bonds are less than 30 million CNY [5][7] Decision on Early Redemption - The board decided to exercise the early redemption option to reduce financial costs and optimize the company's capital structure [8] Related Parties' Trading Activity - There were no transactions of the convertible bonds by major shareholders or executives in the six months leading up to the redemption condition being met [9]

Core Viewpoint - Henan Yuguang Gold Lead Co., Ltd. has triggered the conditional redemption clause for its convertible bonds due to the stock price exceeding the specified threshold, leading to a decision for early redemption of the bonds [2][8][9] Group 1: Convertible Bond Issuance and Terms - The company issued 7.1 million convertible bonds with a total amount of 710 million yuan, with a maturity period from August 12, 2024, to August 11, 2030, and a tiered interest rate structure [3][4] - The initial conversion price was set at 6.17 yuan per share, which was later adjusted to 5.95 yuan per share due to a rights distribution [5] Group 2: Redemption Conditions and Triggering Events - The conditional redemption clause allows the company to redeem the bonds if the stock price remains above 130% of the conversion price for at least 15 trading days [7][8] - From October 27, 2025, to November 14, 2025, the stock price met the criteria for triggering the redemption clause [2][8] Group 3: Decision on Early Redemption - The company's board of directors approved the early redemption of the convertible bonds to reduce financial costs and optimize the capital structure [9] - The redemption will occur at the face value plus accrued interest for all registered bondholders on the redemption date [9]

Core Viewpoint - The announcement details the passive dilution of the controlling shareholder's stake in Shenzhen Zhongjin Lingnan Nonfemet Company Limited due to the conversion of convertible bonds into shares, resulting in a decrease in ownership percentage for Guangdong Guangsheng Holding Group Co., Ltd. [1] Group 1: Shareholding Dilution - As of November 7, 2025, a total of 662,943,849 shares were converted from the convertible bonds, increasing the total share capital from 4,117,334,124 shares to 4,232,629,176 shares [1] - The stake of Guangsheng Holding was diluted from 31.68% to 30.82%, a decrease of 0.86% [1] - The combined stake of Guangsheng Holding and its acting in concert party, Guangsheng Mining Group Co., Ltd., decreased from 32.43% to 31.54%, a reduction of 0.88% [1] Group 2: Convertible Bond Redemption - The redemption price for the convertible bonds is set at 100.70 yuan per bond, including accrued interest at an annual rate of 2.00% [3][10] - The conditions for redemption were met as the stock price exceeded 130% of the conversion price for at least 15 trading days [9] - The redemption date is scheduled for November 26, 2025, with the last trading day being November 21, 2025 [4][17] Group 3: Convertible Bond Issuance Details - The company issued 38,000,000 convertible bonds with a total amount of 380 million yuan, with a maturity of 6 years and a tiered interest rate structure [6] - The initial conversion price was set at 4.71 yuan per share, which has been adjusted to 4.29 yuan per share due to various corporate actions [6][7] - The bonds were listed for trading on August 14, 2020, under the code 127020.SZ [6]

Core Viewpoint - The company has decided not to exercise the early redemption rights for its convertible bonds, "Jincheng Convertible Bonds," despite triggering the redemption conditions due to stock price performance during the specified period [1][3]. Summary by Sections 1. Basic Information on "Jincheng Convertible Bonds" - The company issued 1 million convertible bonds with a total value of 100 million yuan, approved by the China Securities Regulatory Commission on December 23, 2020, with a maturity of 6 years [1][2]. - The initial conversion price was set at 12.73 yuan per share, which has been adjusted multiple times due to profit distribution plans, currently standing at 11.78 yuan per share as of June 27, 2025 [2]. 2. Triggering of Early Redemption Conditions - The early redemption conditions are based on the stock price being at least 130% of the conversion price for at least 15 out of 30 consecutive trading days [2][3]. - The stock price from October 10 to October 30, 2025, met the criteria, triggering the redemption clause [3]. 3. Decision on Early Redemption - On October 30, 2025, the company's board unanimously decided not to exercise the early redemption rights for the "Jincheng Convertible Bonds" [3]. - The company will not redeem the bonds early during the remaining conversion period from October 31, 2025, to December 22, 2026, even if the stock price conditions are met again [3]. 4. Shareholder Activity Regarding "Jincheng Convertible Bonds" - There have been no transactions involving "Jincheng Convertible Bonds" by major shareholders or executives in the six months leading up to the triggering of the redemption conditions, and there are no plans for future reductions [4].

Core Viewpoint - The company has decided not to exercise the early redemption rights for the "Jincheng Convertible Bonds" despite triggering the redemption conditions due to stock price performance [2][7]. Group 1: Convertible Bond Overview - The company issued 1 million convertible bonds with a total value of 100 million yuan, with a maturity of 6 years starting from December 23, 2020 [3]. - The initial conversion price was set at 12.73 yuan per share, which has been adjusted multiple times due to profit distribution, currently standing at 11.78 yuan per share as of June 27, 2025 [4]. Group 2: Redemption Conditions - The redemption clause allows the company to redeem the bonds if the stock price remains above 130% of the conversion price for at least 15 out of 30 consecutive trading days [5]. - The stock price from October 10 to October 30, 2025, met the criteria for early redemption, triggering the company's decision-making process [6]. Group 3: Decision on Early Redemption - On October 30, 2025, the board unanimously decided not to redeem the bonds early, considering the current market conditions and the bonds' impending maturity on December 22, 2026 [7]. - The company will not exercise early redemption rights during the remaining conversion period if the stock price conditions are met again [7]. Group 4: Shareholder Activity - There have been no transactions of "Jincheng Convertible Bonds" by major shareholders or executives in the six months leading up to the triggering of the redemption conditions, and there are no plans for future reductions [7].

Core Insights - New Q3 report shows a significant increase in net profit, with a growth of 1939.5% year-on-year, reaching 664 million yuan [1] - The company has triggered early redemption of its convertible bonds due to stock price conditions being met [2] - Asset impairment provisions have been made, totaling 61.39 million yuan, reflecting a comprehensive assessment of asset values [3] Financial Performance - For the first three quarters of 2025, the company reported revenue of 3.618 billion yuan, an increase of 84.1% year-on-year [1] - Q3 revenue was 1.408 billion yuan, showing a year-on-year growth of 55.13% [1] - The net profit for Q3 was 264 million yuan, with a remarkable increase of 308.57% year-on-year [1] Convertible Bonds - The "Qianglian Convertible Bonds" were subject to early redemption as the stock price met the required conditions [2] - The redemption price is set at 100.99 yuan per bond, with the last trading day on September 26 and the redemption date on October 9 [2] - Unconverted bonds will be forcibly redeemed after the specified date, leading to their delisting from the Shenzhen Stock Exchange [2] Asset Impairment - The company conducted a thorough review of its assets, resulting in various impairment provisions totaling 61.39 million yuan [3] - Specific provisions included 57.97 million yuan for credit impairment losses and 3.08 million yuan for contract asset impairment [3] - The company aims to present a more accurate financial position and asset value post-impairment [3] Market Position - As of October 21, the company's stock closed at 44.4 yuan per share, with a total market capitalization of 18.385 billion yuan [4]

Core Viewpoint - Chengdu Mingsheng Electronics Technology Co., Ltd. has decided not to exercise the early redemption rights for its convertible bonds, "Mingsheng Convertible Bonds," despite meeting the conditions for redemption due to market considerations and to protect investor interests [2][15]. Group 1: Convertible Bond Issuance and Terms - The company issued 3 million convertible bonds with a total amount of 300 million yuan, with a maturity of six years and a tiered interest rate starting from 0.20% in the first year to 2.50% in the sixth year [3]. - The initial conversion price was set at 42.72 yuan per share, which was subsequently adjusted down to 20.94 yuan per share due to specific conditions outlined in the prospectus [4][5][7]. Group 2: Redemption Conditions and Trigger Events - The redemption clause allows the company to redeem the bonds if the stock price exceeds 130% of the conversion price for at least 15 out of 30 consecutive trading days [8]. - The recent trigger occurred from September 19 to October 17, 2025, when the stock price met the redemption condition [14]. Group 3: Board Decisions and Future Considerations - The board convened on October 17, 2025, and resolved not to redeem the bonds, stating that if the redemption conditions are met again in the next three months, the company will still not exercise the redemption rights [15]. - The next evaluation date for potential redemption will be January 18, 2026, if the conditions are met again [17]. Group 4: Shareholder Transactions - There have been no transactions of the convertible bonds by major shareholders, including the actual controller and senior management, in the six months leading up to the redemption condition [16].

Core Viewpoint - The company has decided not to exercise the early redemption option for its convertible bonds, "Tai Rui Convertible Bonds," despite meeting the conditions for potential redemption due to confidence in its future development and to protect investor interests [2][10]. Group 1: Convertible Bond Issuance and Terms - The company issued 3,378,000 convertible bonds with a total value of 337.8 million yuan, with a maturity of six years and a tiered interest rate starting from 0.30% in the first year to 2.50% in the sixth year [3][4]. - The initial conversion price was set at 8.29 yuan per share, later adjusted to 8.15 yuan per share due to corporate actions [4][5]. Group 2: Redemption Conditions and Trigger Events - The redemption clause can be triggered if the company's stock price remains above 130% of the conversion price for at least 15 out of 30 consecutive trading days [6][9]. - From September 1 to October 15, 2025, the company's stock price met the criteria for triggering the redemption clause [9]. Group 3: Board Decision on Redemption - The board of directors unanimously agreed not to redeem the convertible bonds early, citing confidence in the company's future and current market conditions [10]. - The decision will be reassessed if the redemption conditions are met again after January 15, 2026 [10]. Group 4: Shareholder Actions - There have been no transactions of the convertible bonds by major shareholders or executives in the six months leading up to the redemption conditions being met [11]. - The company will ensure compliance with legal regulations if any future reductions in holdings are planned by these stakeholders [11]. Group 5: Sponsor Institution's Opinion - The sponsor institution confirmed that the decision not to redeem the bonds early followed proper procedures and complies with relevant regulations [13].

Summary of Key Points Core Viewpoint - The company, Guangdong Lingyi Intelligent Manufacturing Co., Ltd., has announced the early redemption of its convertible bonds ("Lingyi Convertible Bonds") due to the fulfillment of specific conditions related to the stock price performance [5][6]. Redemption Details - The last conversion date for the "Lingyi Convertible Bonds" is October 14, 2025, after which unconverted bonds will cease to be convertible [2][4]. - The redemption price is set at 100.181 CNY per bond, which includes accrued interest at an annual rate of 0.20% [3][9]. - The conditions for early redemption were met as the company's stock price was at least 130% of the conversion price for 15 out of 30 consecutive trading days [6][7]. Timeline and Procedures - The redemption conditions were satisfied on September 8, 2025, and the bonds will stop trading on October 10, 2025 [4][14]. - The redemption date is October 15, 2025, with funds to be credited to investors' accounts by October 22, 2025 [4][15]. - The company will issue announcements regarding the redemption process on each trading day leading up to the redemption date [13]. Additional Information - All bondholders registered by the redemption registration date will be eligible for the redemption [12]. - The company emphasizes that bondholders should be aware of the conversion deadline to avoid potential losses [4][12].