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深圳市中装建设集团股份有限公司关于实际控制人持股比例变动触及1%整数倍的权益变动公告
Shang Hai Zheng Quan Bao· 2025-09-19 18:30
Core Points - The actual controller of Shenzhen Zhongzhuang Construction Group Co., Ltd. experienced a passive dilution of shareholding due to the conversion of convertible bonds, resulting in a decrease in shareholding percentage from 16.44% to 15.75% [1][3] - This change in equity does not involve any change in the number of shares held by the controlling shareholder or their concerted parties [2] - The company issued 116,000 million yuan of convertible bonds, which can be converted into shares at an initial price of 6.33 yuan per share, currently adjusted to 3.79 yuan per share [3] Equity Change Details - From September 15 to September 18, 2025, a total of 1,523,579 bonds were converted, resulting in an increase of 40,171,181 shares, raising the total share capital from 920,907,012 shares to 961,078,193 shares [3] - The equity change touches the 1% integer multiple threshold, indicating a significant adjustment in the actual controller's shareholding [3] - The company confirms that this equity change will not lead to any change in control or affect the governance structure and ongoing operations [2][3]
仅剩1天,这只转债进入转股倒计时
Zheng Quan Shi Bao· 2025-09-17 22:45
Core Viewpoint - The market is experiencing heightened expectations for a small amount of guaranteed repayment for the convertible bond "Zhongzhuang Zhuang 2" as its last conversion date approaches on September 18 [1] Group 1: Convertible Bond Details - The conversion period for Zhongzhuang Zhuang 2 will officially end after the market closes on September 18, and any unconverted bonds will be treated as ordinary debt, with repayment amounts and timing pending the company's restructuring plan [2] - The current conversion price for Zhongzhuang Zhuang 2 is 3.79 yuan, while the stock price of *ST Zhongzhuang was 3.53 yuan at the close on September 17, indicating a conversion value of 93.14 yuan [2] - The unconverted balance of Zhongzhuang Zhuang 2 has decreased from 764 million yuan on September 1 to 266 million yuan by September 16, with the unconverted proportion dropping from 66.85% to 22.93% [2] Group 2: Restructuring and Repayment Plans - Some investors are opting to wait for small guaranteed repayments while others have converted their bonds into equity before the restructuring [3] - The company has announced that holders of unconverted Zhongzhuang Zhuang 2 bonds can file claims for their debts after the last conversion date, with expectations for full cash repayment for small ordinary creditors [3] - The repayment for amounts exceeding the small debt threshold will be in non-cash forms, with the specific repayment plan to be clarified in the approved restructuring plan [3] Group 3: Historical Context and Risks - Historically, companies undergoing restructuring have provided special treatment to small bondholders, ensuring full repayment for small amounts while larger debts may be converted to ordinary claims [4] - The success of *ST Zhongzhuang's restructuring will determine future potential returns for investors, with the risk of bankruptcy if the restructuring fails [4] - The company is currently under a delisting risk warning from the Shenzhen Stock Exchange due to its restructuring status [4] Group 4: Changes in Bondholder Composition - Significant changes in the holder composition of Zhongzhuang Zhuang 2 have been noted, with the latest reports indicating the presence of large foreign institutions like UBS AG among the bondholders [5] - The previous year's report showed that the top ten holders were mostly individual investors, while the latest report includes institutional investors and private equity products [5]
仅剩1天!这只转债进入转股倒计时
Zheng Quan Shi Bao· 2025-09-17 15:13
Core Viewpoint - The market is experiencing heightened expectations for a small amount of cash repayment for the convertible bond "Zhongzhuang Zhuan 2" as its last conversion day approaches on September 18 [2][4]. Group 1: Convertible Bond Details - The conversion period for "Zhongzhuang Zhuan 2" will officially end after the market closes on September 18, and any unconverted bonds will be treated as ordinary debt, with repayment amounts and timing pending the company's restructuring plan [4]. - The current conversion price for "Zhongzhuang Zhuan 2" is 3.79 yuan, while the stock price of *ST Zhongzhuang was 3.53 yuan at the close on September 17, indicating a conversion value of 93.14 yuan [4]. - The unconverted balance of "Zhongzhuang Zhuan 2" has decreased from 764 million yuan on September 1 to 266 million yuan by September 16, with the unconverted proportion dropping from 66.85% to 22.93% [4]. Group 2: Restructuring and Debt Repayment - The company is currently negotiating with industrial investors and is actively preparing the draft of the restructuring plan, which is in its basic framework stage [4]. - To protect creditor interests, the company plans to fully repay small ordinary creditors' claims in cash for amounts below 30,000 yuan, while amounts exceeding this will be settled in non-cash ways, with the specifics to be clarified in the restructuring plan [5]. - The company has entered a restructuring process as per the court's ruling, but there remains a risk of bankruptcy if the restructuring fails, which would lead to the termination of the company's stock listing [8]. Group 3: Historical Context and Investor Composition - Historically, companies undergoing restructuring have provided special treatment to small bondholders, ensuring full repayment for small claims while larger claims may be treated differently [7]. - The composition of "Zhongzhuang Zhuan 2" holders has changed significantly, now including large foreign institutions like UBS AG and various private equity products, indicating a shift in investor profile [8].
仅剩1天!这只转债进入转股倒计时
证券时报· 2025-09-17 15:11
Core Viewpoint - The market is increasingly optimistic about the small amount of redemption expectations for the convertible bond "Zhongzhuang Zhuang 2" from *ST Zhongzhuang, as the last conversion day approaches on September 18 [1][3]. Summary by Sections Convertible Bond Conversion - The conversion period for Zhongzhuang Zhuang 2 will officially end after the market closes on September 18. If investors do not complete the conversion by then, the bonds will be treated as ordinary debts, with repayment amounts and timing pending the company's restructuring plan [3]. - The current conversion price for Zhongzhuang Zhuang 2 is 3.79 yuan, while the stock price of *ST Zhongzhuang was 3.53 yuan at the close on September 17, peaking at 3.66 yuan during the day. Based on the closing price, the conversion value of Zhongzhuang Zhuang 2 is 93.14 yuan [3]. Changes in Unconverted Bonds - As the final conversion date approaches, the unconverted balance of Zhongzhuang Zhuang 2 has decreased significantly, from 764 million yuan on September 1 to 266 million yuan on September 16, with the unconverted proportion dropping from 66.85% to 22.93%. This indicates that many investors have opted to convert their bonds into company stock before the restructuring [3]. Restructuring and Debt Repayment - Some investors are waiting for small amount redemption, passively accepting the restructuring repayment. According to the company's announcement, holders of unconverted Zhongzhuang Zhuang 2 can claim their debts after the last conversion day, based on their legal rights [3][4]. - The company expects to fully cash redeem small ordinary debts below a certain amount (estimated to be no less than 30,000 yuan) after consulting with creditors, but there is uncertainty regarding the final repayment plan [4]. Historical Context and Comparisons - Historically, companies undergoing restructuring have provided special treatment to small bondholders, often prioritizing full repayment of their debts. Examples include Zhengbang Convertible Bonds and Quanzhu Convertible Bonds, which had similar situations [6]. - The success of *ST Zhongzhuang's restructuring will determine future potential returns for investors, with the court having accepted the company's restructuring application. However, there remains a risk of bankruptcy if the restructuring fails [6]. Changes in Bondholder Composition - There has been a significant change in the composition of Zhongzhuang Zhuang 2 holders, with the latest reports indicating the presence of large foreign institutions like UBS AG and various private equity products among the bondholders [7].
18日投资提示:银邦股份股东拟减持不超3%股份
集思录· 2025-09-17 14:31
Core Viewpoint - The article discusses the planned reduction of shareholding by a major shareholder of Yinbang Co., Ltd., with a maximum reduction of 3% of the company's shares, alongside updates on various convertible bonds regarding their redemption status [1]. Summary by Sections Shareholder Actions - Yinbang Co., Ltd. has a shareholder intending to reduce their stake by up to 3% [1]. Convertible Bonds Status - Keda Convertible Bond is subject to strong redemption [2]. - Run Da Convertible Bond and Rui Chuang Convertible Bond are not subject to strong redemption [2]. Convertible Bonds Details - A table lists various convertible bonds with their current prices, redemption prices, last trading dates, last conversion dates, conversion values, remaining scales, and the proportion of convertible bonds to the underlying stock. For example: - Yaoshi Convertible Bond has a current price of 131.680, a redemption price of 100.620, and a conversion value of 132.19 with a remaining scale of 0.020 billion [4]. - Honghui Convertible Bond has a current price of 170.634, a redemption price of 101.685, and a conversion value of 171.97 with a remaining scale of 0.006 billion [4]. - Other bonds listed include Zhenghai, Xizi, and ZJian, with varying prices and conversion values [4][6].
*ST中装实控人持股比例降至16.44%,控制权未变
Xin Lang Cai Jing· 2025-09-15 12:53
Core Points - The actual controllers of *ST Zhongzhuang, Zhuang Xiaohong and Zhuang Zhannuo, experienced a change in their shareholding due to judicial auction and convertible bond conversion, resulting in a decrease in their shareholding ratio from 17.32% to 16.44% [1] - The total share capital increased from 888,863,632 shares to 920,907,012 shares due to the conversion of "Zhongzhuang Convertible Bond 2" [1] - The change in equity will not affect the controlling shareholder or the actual controllers of the company, nor will it impact the company's governance and operations [1]
*ST中装:“中装转2”9月19日起停止转股,提示投资风险
Xin Lang Cai Jing· 2025-09-15 12:53
Core Points - Starting from September 19, 2025, *ST Zhongzhuang (stock code: 002822) will no longer grant conversion rights for "Zhongzhuang Zhuan 2" (bond code: 127033) holders, with the last conversion date being September 18 [1] - The company was placed under delisting risk warning on August 20, and to protect bondholders' rights, the conversion period has been extended until the 30th natural day after the restructuring is accepted [1] - After the market closes on September 18, bondholders who have not converted can declare unsecured ordinary claims, which will be settled alongside other ordinary claims, with the immediate repayment ratio likely to be low and the actual payment time uncertain [1] - If the restructuring fails, the company may face bankruptcy, and the repayment situation for "Zhongzhuang Zhuan 2" remains unclear [1] - The company has set up a consultation hotline to remind investors to be aware of risks and to invest rationally [1]
深圳市中装建设集团股份有限公司关于中装转2即将停止转股的重要提示性公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-09-13 03:54
Group 1 - The company issued 11.6 million convertible bonds with a total value of 116 million yuan, approved by the China Securities Regulatory Commission on April 16, 2021 [3] - The convertible bonds, named "Zhongzhuang Zhuan 2," were listed on the Shenzhen Stock Exchange starting May 24, 2021 [4] - The company is currently undergoing a restructuring process, with a risk of bankruptcy if the restructuring fails, leading to a potential termination of stock listing [5][8] Group 2 - The last conversion date for "Zhongzhuang Zhuan 2" is September 18, 2025, after which bondholders will lose their conversion rights [5][7] - Bondholders who do not convert by the deadline can file claims as unsecured creditors, but the repayment ratio during restructuring may be low and uncertain [6][7] - A creditors' meeting is scheduled for October 14, 2025, where creditors can participate if they file their claims by September 30, 2025 [6]
逃离都市,逃离人群 —— 职业投资人周中半日独游攻略
集思录· 2025-09-12 13:52
Core Viewpoint - The article discusses various convertible bonds, their current prices, redemption prices, last trading dates, conversion values, remaining scales, and their proportion in the underlying stocks, providing insights into the convertible bond market dynamics [2][3][5]. Summary by Sections Convertible Bonds Overview - The article lists several convertible bonds with details such as their codes, names, current prices, redemption prices, last trading dates, last conversion dates, conversion values, remaining scales, and the proportion of convertible bonds in the underlying stocks [2][3][5]. Specific Convertible Bonds Data - For instance, the "崇达转2" bond has a current price of 166.001, a redemption price of 100.049, and a conversion value of 160.78, with a remaining scale of 0.187 billion and a proportion of 0.15% in the underlying stock [3]. - The "华宏转债" bond shows a current price of 134.700, a redemption price of 100.790, and a conversion value of 135.28, with a remaining scale of 0.073 billion and a proportion of 0.09% [3]. - The "金能转债" bond has a current price of 110.844, a redemption price of 110.000, and a conversion value of 98.82, with a remaining scale of 9.561 billion and a proportion of 14.97% [5]. Market Insights - The article provides a comprehensive view of the convertible bond market, highlighting the performance and characteristics of various bonds, which can be useful for investors looking to understand market trends and make informed decisions [2][3][5].
*ST中装:“中装转2”9月19日起停止转股,提醒投资者注意风险
Xin Lang Cai Jing· 2025-09-11 12:15
Core Viewpoint - Shenzhen Zhongzhuang Construction Group Co., Ltd. announced that the last conversion date for the "Zhongzhuang Convertible Bond 2" is September 18, 2025, after which bondholders will no longer have conversion rights [1] Group 1 - The company issued 1.16 billion yuan of "Zhongzhuang Convertible Bond 2" in April 2021, which began trading in May 2021 [1] - Due to the company's court ruling for restructuring and the implementation of delisting risk warning on its stock, the bondholders' meeting decided to stop the conversion period [1] - After the market closes on September 18, bondholders who have not converted their bonds can declare unsecured ordinary claims, which will be settled alongside other ordinary claims, with the immediate repayment ratio likely to be low and the actual repayment time uncertain [1] Group 2 - The company has set up three consultation hotlines to remind investors to pay attention to risks and to invest rationally [1]