培力农本方 分时图 日K线 周K线 月K线 0.34 0.01 1.49% 0.34 1.49% 09:30 10:30 12:00/13:00 14:00 16:10 0 1167 2333 3500 培力农本方(01498)发布公告，于2026年2月26日，公司与可换股债券认购人Protoss Global Opportunities Fund订立可换股债券认购协议，据此，可换股债券认购人已有条件同意认购而公司已有条件同意发行 本金额为2000万港元的可换股债券，可按每股转换股份0.49港元的换股价转换为转换股份。 可换股债券认购事项的所得款项总额及所得款项净额分别约为2000万港元及1985万港元。董事拟按以下 方式运用可换股债券认购事项的所得款项净额：(i)约1000万港元将拨作一般营运资金，包括采购生草 药、员工成本及租金开支;(ii)约500万港元将用于偿还现有银行贷款，以期降低集团的资产负债比率及减 少融资成本;(iii)余下所得款项将专注于扩展集团现有业务，具体用于升级生产设施及支持新浓缩中药配 方颗粒产品的研发。 ...

智通财经APP讯，培力农本方(01498)发布公告，于2026年2月26日，公司与可换股债券认购人Protoss Global Opportunities Fund订立可换股债券认购协议，据此，可换股债券认购人已有条件同意认购而公司 已有条件同意发行本金额为2000万港元的可换股债券，可按每股转换股份0.49港元的换股价转换为转换 股份。 可换股债券认购事项的所得款项总额及所得款项净额分别约为2000万港元及1985万港元。董事拟按以下 方式运用可换股债券认购事项的所得款项净额：(i)约1000万港元将拨作一般营运资金，包括采购生草 药、员工成本及租金开支;(ii)约500万港元将用于偿还现有银行贷款，以期降低集团的资产负债比率及减 少融资成本;(iii)余下所得款项将专注于扩展集团现有业务，具体用于升级生产设施及支持新浓缩中药配 方颗粒产品的研发。 ...

Core Viewpoint - The company intends to raise approximately HKD 14.36 million through the placement of up to 50 million new shares at a price of HKD 0.30 per share, which represents an 11.76% discount to the closing price on the date of the agreement [1] Group 1 - The placement proceeds will be allocated as follows: approximately HKD 7.18 million for expanding the group's electric vehicle business and approximately HKD 7.18 million for general working capital [1] - The company plans to issue convertible bonds to Unicorn Global Group Limited with a principal amount of HKD 98 million, with an initial conversion price of HKD 0.34 per share [1] - As of February 13, 2026, the total outstanding debt owed to the subscriber is approximately HKD 98 million, and the board believes that capitalizing this debt into convertible bonds will reduce the group's liabilities and enhance its financial strength [1]

Group 1 - The company, Ideal Holdings (00720), announced a placement agreement to issue up to 50 million new shares at a price of HKD 0.30 per share, representing an approximate discount of 11.76% compared to the closing price of HKD 0.34 on the date of the agreement [1] - The net proceeds from the placement are expected to be approximately HKD 14.36 million, with around HKD 7.18 million allocated for expanding the group's electric vehicle business and another HKD 7.18 million for general operational purposes [1] - The company also plans to issue convertible bonds to Unicorn Global Group Limited with a principal amount of HKD 98 million, with an initial conversion price of HKD 0.34 per share [1] Group 2 - As of February 13, 2026, the total outstanding debt owed to the subscriber is approximately HKD 98 million, and the board believes that capitalizing this debt into convertible bonds will reduce the group's debt and capital leverage, enhancing its financial strength [1] - The cash portion of the subscription price and the proceeds from the placement will provide additional operational funding support for the group's operations and future development [1]

展望未来，摩通认为，天齐有望受益于储能系统驱动的锂需求持续增长。但库存管理及矿场进一步增产 或复产的时机仍存在潜在风险，这些风险可能会影响营运绩效和市场定价。 摩通认为，天齐在完成可换股债券及股权配售后，进行并购交易的可能性正在增加。但合计潜在稀释超 过6%的幅度仍值得关注，并可能在短期内对股价造成一定压力。且在摩通看来，锂及其他基础材料公 司透过发行可换股债券/配股筹集资金的可能性将会持续。 智通财经APP获悉，摩根大通发布研报称，天齐锂业(09696)宣布计划配售新H股，筹集约3.75亿美元(29 亿港元)，同时发行价值26亿元人民币(约3.75亿美元)的零息可换股债券，于2027年到期。此次股权配售 预计将导致扩大后股本稀释约3.7%至3.8%，而可换股债券若全数转换，则将带来额外2.9%至3.2%的稀 释。 ...

Group 1: Market Overview - The Hang Seng Index experienced a decline of 580 points or 2.08%, closing at 27,387 points, following a seven-day rise that saw an increase of 1,480 points [3] - The index's performance for the week showed a net gain of 637 points or 2.38%, while January recorded an increase of 1,756 points or 6.85% [3] - The trading volume for the day was 301.61 billion [3] Group 2: Company-Specific News - China National Building Material (03323) issued a profit warning, expecting a loss of approximately 2.3 billion to 4 billion RMB for the fiscal year ending December 2025, primarily due to impairment provisions and a decline in cement sales [10] - Xtep International (01368) proposed to issue 500 million RMB zero-coupon convertible bonds due in 2029, with a conversion price of 6.37 RMB per share, representing a premium of 23.93% over the last closing price [11] - SF Express (09699) anticipates a significant increase in net profit of no less than 238 million RMB for the previous year, reflecting a growth of at least 80% due to increased demand in real-time delivery services [12] Group 3: Industry Dynamics - Several major state-owned banks, including ICBC and ABC, have adjusted their gold investment businesses in response to significant fluctuations in gold prices, advising investors to maintain a rational investment mindset [7] - OPEC+ has agreed to continue its production freeze in March, following a similar decision in January, as part of their strategy to maintain market stability [8]

Group 1 - The company announced that as of the publication date, the outstanding principal of the 2025 convertible bonds is HKD 500 million, which can be converted into approximately 83.19 million shares at an adjusted conversion price of HKD 6.01 per share [1] - On January 30, 2026, the company entered into an agreement with the dealer to assist in collecting the intentions of bondholders willing to sell their 2025 convertible bonds back to the company [1] - Bondholders accepting the buyback offer will receive a buyback price equivalent to 100.50% of the total principal amount of the 2025 convertible bonds, along with any accrued unpaid interest [1] Group 2 - On January 30, 2026, the company entered into a subscription agreement for convertible bonds, under which the dealer conditionally agreed to subscribe for or facilitate the subscription of bonds totaling HKD 500 million [2] - The issue price of the bonds will be 100% of the principal amount, with each bond having a face value of HKD 2 million [2] - Assuming a preliminary conversion price of HKD 6.37 per share, the bonds can be converted into a maximum of approximately 78.49 million new shares, representing about 2.80% of the company's current issued share capital [2]

Core Viewpoint - The company, Xtep International (01368), plans to repurchase its 2025 convertible bonds and simultaneously issue new convertible bonds to extend its debt maturity structure and enhance its capital base [1] Group 1: Bond Repurchase - The company or its subsidiaries may purchase the 2025 convertible bonds at any price in the open market or other means, as per the terms of the bonds [1] - A transaction agent has been appointed to assist in the repurchase process, including collecting expressions of interest from bondholders willing to sell [1] Group 2: New Bond Issuance - The company intends to issue convertible bonds to institutional investors and has appointed an agent to manage the pricing of the new bonds [1] - The final terms of the bond issuance, including size and pricing, will be established before signing a subscription agreement with the agent [1] Group 3: Strategic Benefits - The board believes that the repurchase and issuance of bonds will extend the debt maturity structure and provide additional funding at a lower cost for the repurchase, with any remaining funds used for general corporate purposes [1] - The proposed bond issuance will not cause immediate dilution of existing shareholders' equity and will strengthen the company's capital base, promoting long-term development when the bonds are converted into new shares [1]

初始转换价为每股H股63.30港元，较于1月29日(即签署认购协议的交易日)香港联交所所报每股H股最后 收市价46.14港元溢价约37.19%。假设按初始转换价每股H股63.30港元悉数转换债券，债券将可转换为 约1.85亿股H股，相当于本公告日期的现有已发行H股数目约3.09%及现有已发行股份数目约0.70%。转 换股份将根据一般性授权由公司配发及发行。债券认购事项及公司发行转换股份毋须经股东进一步批 准。 待完成债券发行后，债券认购事项的所得款项净额将约为15.27亿美元。公司拟将该等所得款项用于秘 鲁阿瑞那项目建设资本开支，剩余将用于补充流动资金和一般公司用途。 格隆汇1月30日丨紫金矿业(02899.HK)发布公告，2026年1月29日，公司、发行人(即金凯投资控股有限 公司，为公司的全资附属公司)及经办人(即瑞银集团与中信证券)订立认购协议。经办人同意在认购协议 所载的条款及条件规限下，个别且并非共同地认购及支付或促使认购人认购及支付发行人将予发行本金 总额达15亿美元的债券(即于2031年到期的15亿美元零息有担保可换股债券)，且公司已无条件及不可撤 销地担保根据担保契据的条款妥善准时支付信托契据 ...

1月30日早间，紫金矿业在港交所公告，拟根据一般性授权发行于2031年到期的15亿美元零息有担保可 换股债券。初始转换价为每股H股63.30港元，较1月29日香港联交所所报每股H股最后收市价46.14港元 溢价约37.19%。待完成债券发行后，债券认购事项的所得款项净额将约为15.27亿美元。公司拟将该等 所得款项用于秘鲁阿瑞那项目建设资本开支，剩余将用于补充流动资金和一般公司用途。 ...