｜2025年12月29日 星期一｜ NO.1 公私募机构"掘金"定增市场：获配金额超400亿元，浮盈比例普遍超过30% 2025年A股定增市场显著回暖，机构参与定增的热情也在攀升。Choice数据显示，截至12月23日，2025 年公募基金定增获配金额已超352.6亿元，同比增长约18%。私募机构也不甘示弱，全年共有52家私募 参与定增，合计获配金额达59.80亿元，同比增长23.48%。公募与私募机构在定增市场合计投入资金超 过410亿元，浮盈比例普遍超过30%，其中硬科技与新兴产业成为资金布局的重点方向。业内人士分 析，这一现象凸显出行业机构等"聪明资金"对科技创新领域的强烈信心，定增将成为公募私募与实体经 济深度连接的"高速通道"和金融服务实体经济的关键渠道，投资价值将愈加凸显。 点评：公私募机构超400亿元掘金定增市场，浮盈比例普遍超30%，彰显市场活跃度提升。机构资金硬 科技与新兴产业成布局重点，将强化相关板块估值支撑。此举不仅为实体经济发展注入动能，也提振了 投资者对A股中长期配置价值的信心，市场投融资生态有望持续优化。 NO.2 国金证券：获准公开发行不超250亿元公司债券 国金证券(60010 ...

证券代码：688629 证券简称：华丰科技 公告编号：2025-048 四川华丰科技股份有限公司 第二届董事会第十七次会议决议公告 本公司董事会及全体董事保证本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。 四川华丰科技股份有限公司（以下简称"公司"、"华丰科技"）第二届董事会第十七次会议于2025年11月 27日10:00在公司会议室以现场结合通讯的方式召开。会议通知已于2025年11月24日以书面或邮件的方 式送达各位董事。本次会议应出席董事7人，实际出席董事7人。会议由董事长杨艳辉主持，监事、高级 管理人员列席。会议召开符合有关法律、法规、规章和《四川华丰科技股份有限公司章程》的规定。 经与会董事认真审议，以记名投票方式表决通过了如下决议： 一、审议通过《关于调整公司2025年度向特定对象发行A股股票方案的议案》 经与会董事审议，根据《中华人民共和国公司法》（以下简称"《公司法》"）《中华人民共和国证券 法》（以下简称"《证券法》"）《上市公司证券发行注册管理办法》（以下简称"《注册管理办法》"） 等有关法律法规和规范性文件的规定，结合公司的 ...

截至2025年10月10日，南财理财通数据显示，理财公司1-3年（含）期限混合类理财近一年平均净值增长率为5.9%，最大回撤均 值为1.57%。从产品发行机构来看，宁银理财该期限混合类产品表现优异，近一年净值增长率均值超过15%。 集团 21世纪经济报道 办司混合类公募理财 年业绩榜单 ( 投资間期1-3年 | F 특 | 产品名称 | 净值增 管理人 长率 | 最大回撤 | 年化波动 湖 | | --- | --- | --- | --- | --- | | | 宁赢个股臻选混合类开放 | 式理财产品2号(最短持有 宁银理财 28.12% 15.04% | | 16.32% | | | 3 ਵੱਡ) | | | | | | 宁赢混合类产品 > 三圆里 | 宁银理财 24.00% | 9.48% | 11.95% | | | 财1号(最短特有2年) | | | | | | 宁赢平衡增利混合类开放 200 2 3 2 3 3 | 宁银理财 18.38% | 6.42% | 8.65% | | | R | | | | | 4 | 宁赢长三角发展混合类理 | 宁银理财 17.23% | 7.79% | 11.36% ...

Group 1 - The company will hold a shareholder meeting on September 15, 2025, to discuss various proposals, including the issuance of A-shares to specific targets and the future three-year shareholder return plan [2][4][11] - The voting method for the meeting will combine on-site and online voting, with specific time slots for each [1][2] - The company has outlined the procedures for shareholders to participate in the voting process, including the use of the Shanghai Stock Exchange's online voting system [1][6][10] Group 2 - The agenda includes proposals for the issuance of A-shares, feasibility analysis of the raised funds, and commitments regarding shareholder returns [2][4][11] - The company will also address the previous fundraising usage report and the allocation of new funds towards technology innovation [5][11] - The meeting will allow shareholders to authorize the board to handle matters related to the stock issuance [4][11]

Core Viewpoint - The company has convened its second supervisory board meeting to approve the issuance of convertible bonds to unspecified investors, with a total fundraising amount not exceeding RMB 595 million [1][2][3]. Meeting Details - The second supervisory board meeting was held on July 16, 2025, with all three supervisors present and voting [1]. - The meeting followed legal and regulatory procedures as per the company's articles of association [1]. Resolutions Passed - The board approved the proposal for the company to issue convertible bonds, confirming compliance with relevant laws and regulations [2][3]. - The total amount to be raised through the issuance of convertible bonds is capped at RMB 595 million, with specific details to be determined by the board [2][3]. - The bonds will have a face value of RMB 100 each and a term of six years from the issuance date [2][3]. Interest Rate and Payment Terms - The interest rate for the bonds will be determined based on market conditions and company specifics, with annual interest payments [3][4]. - The calculation for annual interest is based on the bondholder's total face value held [4]. Conversion and Redemption Terms - The conversion period for the bonds will start six months after issuance and last until maturity [4][5]. - The initial conversion price will be based on the average stock price over the previous twenty trading days prior to the announcement [5]. - The company reserves the right to redeem unconverted bonds under certain conditions, including stock price performance [9][10]. Fund Utilization - The funds raised will be allocated to projects in the technology innovation sector, specifically for new intelligent terminal components and smart manufacturing center projects [15][16]. - The company has established a management system for the raised funds, which will be kept in a designated account [16][17]. Shareholder Rights and Obligations - Existing shareholders will have priority in subscribing to the bonds, with specific ratios to be determined by the board [13]. - Bondholders will have rights to interest payments, conversion into shares, and the ability to sell back the bonds under certain conditions [12][20]. Future Plans - The company has outlined a three-year dividend return plan for shareholders from 2025 to 2027 [20][21]. - The company will also establish rules for bondholder meetings to protect their rights [21].