证券代码：688403 证券简称：汇成股份 公告编号：2025-027 转债代码：118049 转债简称：汇成转债 合肥新汇成微电子股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： ● 是否涉及差异化分红送转：是 ● 每股分配比例： 1.发放年度：2024年年度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国结算上海分公司"）登记在册的本公司全体股东（合肥新汇成微电子股份有限公司回购专用证券 账户除外）。 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股份》等相关 法律、行政法规、部门规章及其他规范性文件以及《公司章程》的有关规定，公司回购专用证券账户中 的股份不享有股东大会表决权、利润分配、公积金转增股本、认购新股和可转换公司债券等权利。 每股现金红利0.095元，不进行资本公积金转增股本，不送红股 ● 相关日期 ■ 一、通过分配方案的股东大会届次和日期 本次利润分 ...

Table_First|Table_Summary 固收定期研究 2025 年 5 月 11 日 【华福固收】 AIC 扩容的影响和机会 ➢ AIC扩容的影响和机会 ➢ 金融债 二永债方面，目前短端品种表现更优，且短期内仍有一定的下行空间，国股行二永债流 动性更好，有"类利率"的交易属性，可以在当前行情中博弈相关投资机会，5Y及以内 的国股行二永债可以直接找凸点交易；对于想提前关注长端二永的机构来说，部分流动 性较强的如9-10Y高等级二永可按照每调买机进行适度参与。配置角度来看，票息策略 仍占优，对于负债端稳定的机构来说，可以在头部城农商行二永债中适当下沉，目前隐 含评级AA+的4-5Y二永债的信用利差分别为38.35BP和42.90BP，较同期限AAA-二永债的 利差分别高出5.27BP和5.07BP，有一定的配置优势。 2025年5月7日，兴业银行获国家金融监督管理总局批准筹建兴银金融资产投资有限公 司，注册资本100亿元，为兴业银行的全资子公司。兴银金融资产投资有限公司顺利开 业后，将成为首家由股份行持牌的金融资产投资公司（AIC），也将打破当前"五大AIC" 的行业格局成为我国第六家金融AIC。次日 ...

撰 文 / 陆 巡 设 计 / 琚 佳 如果不是科创板上市公司埃夫特智能机器人股份有限公司（下称埃夫特，68816.SH）的一则公告， 哪吒汽车的前员工们还不知道，老东家准备还钱了。 5月8日，埃夫特发布公告称，同意法院就哪吒汽车所欠公司的设备款4915.09万元一审作出的调 解。 自2025年6月至2025年11月，被告哪吒汽车的母公司合众新能源及分公司合众新能源宜春分公司每 月30日之前向原告埃夫特支付8191824.6元，原告埃夫特自愿放弃其他诉讼请求。 2024年11月，也是埃夫特率先发的一纸公告，捅破了哪吒汽车拖欠供应商货款的窗户纸，哪吒拖欠 供应商欠款、大批员工被离职的传闻终被证实。 根据企查查消息，埃夫特是皖系工业机器人代表，成立于2007年，此前高管大多出自奇瑞汽车，大 股东和二股东均是芜湖市国有企业，大股东芜湖远宏工业机器人投资有限公司持股16.10%，二股东 芜湖远大创业投资有限公司持股12.61%。其中，大股东被市管国企芜湖远大创业投资有限公司控股 95%，美的机器人发展有限公司占股5%。 美的集团在2015年-2023年是埃夫特的第六大股东，后并购库卡，对埃夫特进行减持。 埃夫特作为中 ...

证券代码：001283 证券简称：豪鹏科技 公告编号：2025-036 债券代码：127101 债券简称：豪鹏转债 深圳市豪鹏科技股份有限公司 关于 2022 年限制性股票回购注销完成暨调整可转债转股价格的公告 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。 特别提示： 次回购注销 2022 年限制性股票所涉 1 名离职激励对象已获授但尚未解除限售的 限制性股票 7,000 股，2022 年限制性股票激励计划终止实施后首次授予和预留授 予第二个和第三个限售期已获授但尚未解除限售的限制性股票共计 1,379,126 股， 此次回购注销涉及激励对象合计 205 名，回购注销限制性股票合计 1,386,126 股， 占本次回购注销前公司总股本（81,996,137 股）的 1.6905%；本次回购的公司 2022 年限制性股票激励计划首次授予和预留授予部分的限制性股票回购价格为 27.70 元/股，本次用于回购的资金共计 38,395,690.20 元，全部为公司自有资金。 股。 司深圳分公司完成回购注销手续。 一、本次激励计划简述及实施情况 过了《关于 <深圳市豪 ...

Core Points - The announcement highlights that the controlling shareholders of the company, Mr. Xiao Zhengqiang and Mr. Xiao Gaoqiang, experienced a passive dilution of their shareholding from 35.89% to 34.78% due to the conversion of convertible bonds, which increased the total share capital of the company [1][2] - The dilution reached the thresholds of 1% and 5% but did not involve any increase or decrease in the number of shares held by the shareholders, nor did it trigger a mandatory tender offer [1][2] Shareholding Details - The total number of shares held by the controlling shareholders remained unchanged at 6,639.9195 million shares, but their percentage ownership decreased from 18.30% to 17.74% following the increase in total share capital to 374,292,644 shares as of May 8, 2025 [1][2] - Mr. Xiao Zhengqiang's shareholding decreased from 4.58% to 4.43%, while Mr. Xiao Gaoqiang's shareholding decreased from 13.73% to 13.30% [1][2] Conversion Details - The rights change occurred between April 28, 2025, and May 8, 2025, due to the conversion of the company's convertible bonds named "Qianglian Convertible Bonds" [1][2] - The announcement confirms that the change in shareholding does not affect the company's governance structure or ongoing operations significantly [1]

大家好，我是佩妮。 五一出去玩儿了，刚回来。 看到 东方富海 成为科创债首批参与试点的民营机构，将发行 5 个亿科技创新债券的新闻。 证监会 5 月 7 号发的公告： 和群友们讨论了一下，大致结论就是，是利好，但是主要 利好国资和头部公司， 对目前一级市场的增益 不大 。 具体分析如下： 1）其实以前 2016 年，"大众创新，万众创业"时期，就试点过 双创债 ，那几年股权市场也火热，相对股权回报的高预期，双创债感觉没啥水花。 （拿着债的收益，担着股的风险……） 2017-2024 年，双创债累计发行只有1117.3亿，可以看下面的图，23 年开始就基本没了，现在市场上发的基本上只有 科创债和科创票据 了。所以大 家也不用关心两者的区别了。 2） 科创债呢，号称 债券市场"科创板" ，2021 年在双创债的基础上开始试点。21 年到现在已经累计发行 1.19 万亿 ，是双创债 10 倍以上。 核心还是想让各类主体能够发行科创债券，募集资金投往科技创新型企业，更好地"投小，投早，投长期，投硬科技"。 哪三种主体可以发呢？ 各大商业银行，证券公司等金融机构； 大的私募股权投资机构（国资，头部民资，比如这次的东方富 ...

Core Viewpoint - Zhejiang Shuangjian Rubber Co., Ltd. has announced its 2024 annual equity distribution plan, which includes a cash dividend of RMB 2.00 per 10 shares, to be implemented on May 16, 2025, with a record date of May 15, 2025 [1][5][18]. Summary by Sections Equity Distribution Plan - The equity distribution plan was approved at the 2024 annual shareholders' meeting held on April 25, 2025 [1][3]. - The plan specifies a cash dividend of RMB 2.00 per 10 shares (before tax), with undistributed profits carried forward to the next year; no bonus shares or capital reserves will be converted into shares [1][5][18]. - For overseas institutions and certain individual shareholders, the cash dividend will be RMB 1.80 per 10 shares after tax [5]. Record and Ex-Dividend Dates - The record date for the equity distribution is set for May 15, 2025, and the ex-dividend date is May 16, 2025 [5][6]. Adjustment of Convertible Bond Conversion Price - Following the equity distribution, the conversion price of the company's convertible bonds ("Shuangjian Convertible Bonds") will be adjusted from RMB 7.26 per share to RMB 7.06 per share, effective from May 16, 2025 [9][19]. - The adjustment is calculated based on the cash dividend distributed, using the formula P1 = P0 - D, where P0 is the original conversion price and D is the cash dividend per share [18]. Distribution Method - The cash dividends will be directly credited to the shareholders' accounts through their custodial securities companies on the ex-dividend date [8]. Consultation Information - For inquiries, shareholders can contact the Securities and Investment Department of Zhejiang Shuangjian Rubber Co., Ltd. [10].

Group 1 - The company will stop the conversion of its convertible bonds "Zhengchuan Convertible Bonds" from May 14, 2025, until the equity registration date due to the implementation of the 2024 profit distribution plan [1][3] - The profit distribution plan involves a cash dividend of 2.46 yuan per 10 shares (including tax) to all shareholders, with no capital reserve conversion to share capital or bonus shares [2][3] - The profit distribution plan was approved at the annual general meeting held on April 30, 2025, and details will be disclosed on the Shanghai Stock Exchange and other designated media [2][3] Group 2 - The company will announce the implementation of the profit distribution and the adjustment of the conversion price for the convertible bonds on May 15, 2025 [3] - Holders of "Zhengchuan Convertible Bonds" must convert their bonds before May 13, 2025, to enjoy the benefits of the profit distribution [3]

招商银行称，本次设立的金融资产投资公司由公司作为投资主体根据《金融资产投资公司管理办法（试 行）》，使用自有资金直接投资设立。成功设立后，本次设立的金融资产投资公司将成为全资一级子公 司，具体业务范围以金融监督管理机构批复为准。 本次投资不构成关联交易或重大资产重组事项，无需提交股东大会批准。本次投资尚需取得有关监管机 构的审核和批准。 同日晚间，中信银行公告称，拟出资100亿元设立全资子公司信银金融资产投资有限公司。本次投资是 积极响应国家号召，大力支持"科技金融"发展的关键举措。本行将立足服务国家战略，做好金融"五篇 大文章"。本次投资的资金来源为本行自有资金，公司资本可支撑设立信银金投，对公司各项流动性指 标影响较小。 转自：新华财经 5月7日，兴业银行称，收到《国家金融监督管理总局关于筹建兴银金融资产投资有限公司的批复》。 新华财经北京5月8日电 （王媛媛）金融资产投资公司正加速扩容中，8日晚间，招商银行和中信银行宣 布，拟设立金融资产投资公司。 招商银行表示，拟出资150亿元，全资发起设立金融资产投资公司。 兴业证券分析称，当前AIC牌照迎来扩容窗口期。早在2018-2020年，兴业银行、浦发银行和 ...

Core Viewpoint - The recent approval for the establishment of financial asset investment companies (AICs) by major commercial banks marks a significant shift in the AIC landscape, previously dominated by state-owned banks, indicating a new era of competition and innovation in financial services aimed at supporting the real economy [1][2][4]. Group 1: Expansion of AICs - The approval of the establishment of AICs by major commercial banks such as Industrial Bank, China Merchants Bank, and CITIC Bank signifies the entry of joint-stock banks into the AIC sector, breaking the previous monopoly of state-owned banks [1][2][4]. - The Financial Regulatory Authority has announced plans to support qualified national commercial banks in establishing AICs, with approvals expected to be granted in succession [2][4]. Group 2: Capital and Business Strategy - Industrial Bank's AIC, with a registered capital of 10 billion yuan, aims to enhance support for innovative enterprises and reduce corporate leverage through professional and market-oriented operations [3][4]. - China Merchants Bank plans to invest up to 15 billion yuan to establish its AIC, which will enhance its integrated banking operations and improve its capacity to serve the real economy [4]. - CITIC Bank intends to set up its AIC with a capital of 10 billion yuan, aligning with its strategic goals of expanding its financial services [4]. Group 3: Performance and Market Dynamics - The five existing AICs reported a combined profit of 18.354 billion yuan in the past year, reflecting a year-on-year growth of 1.04%, with Industrial Bank's AIC leading in profitability [6][7]. - The profitability growth rates varied among the AICs, with China Merchants Bank's AIC showing a significant increase of 35.74% in net profit, while others experienced slower growth or declines [7]. - The entry of joint-stock banks into the AIC market is expected to enhance competition and innovation, potentially leading to new financial service pathways that leverage their capital and customer resources [5][8]. Group 4: Future Directions and Recommendations - Experts suggest that the expansion of AICs should include support for smaller banks with strong management and innovation capabilities to better serve technology-driven enterprises [8]. - Recommendations include enhancing the risk assessment and management capabilities of AICs, as well as modifying financial regulations to better accommodate equity investments by commercial banks [8].