荣泰转债：强赎 | 转债代码 | 转债名称 | 现价 | 强赎价 | 最后交易日 | 最后转股日 | 转股价值 | 剩余规模 | 转债占正股 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | (亿元) | 流通市值比 | | 123156 | 博汇转债 | 177.000 | 100.020 | 2025-08-14 | 2025-08-19 | 177.25 | 1.458 | 3.60% | | 123063 | 大禹转债 | 145.250 | 100.200 | 2025-08-15 | 2025-08-20 | 147.00 | 0.103 | 0.22% | | 127035 | 濮耐转债 | 178.903 | 100.906 | 2025-08-15 | 2025-08-20 | 181.67 | 0.076 | 0.11% | | 118023 | 广大转债 | 126.400 | 100.866 | 2025-08-19 | 2025-08-22 | 126.97 | 0.460 | 0.63 ...

Core Viewpoint - Ningbo Bohui Chemical Technology Co., Ltd. has triggered the conditional redemption clause for its convertible bonds due to the stock price meeting specific criteria, leading to the decision to redeem the bonds early [2][6]. Group 1: Convertible Bond Redemption - The company announced that the "Bohui Convertible Bonds" will be redeemed at a price of 100.02 yuan per bond, with the redemption process set to complete by August 19, 2025 [7][8]. - The redemption was triggered as the company's stock price met the condition of being at least 130% of the conversion price for 15 out of 30 consecutive trading days [2][6]. - The bonds will be delisted from the Shenzhen Stock Exchange following the completion of the redemption [8]. Group 2: Convertible Bond Issuance and Terms - The company issued 3.97 million convertible bonds on August 16, 2022, with a total issuance amount of 397 million yuan, and the bonds were listed on September 2, 2022 [2][3]. - The conversion period for the bonds is from February 22, 2023, to August 15, 2028, with the conversion price adjusted from 15.05 yuan to 10.69 yuan per share as of May 19, 2023 [3][5]. - The conditional redemption clause allows the company to redeem the bonds if the stock price conditions are met or if the remaining unconverted bonds are less than 30 million yuan [6].

Group 1: New Stock Issuances - China Heavy Industry (601989) has a cash option declaration period from August 13, 2025[1] - China Shipbuilding (600150) has a buyback request period from August 13 to August 15, 2025[1] - Shenkai Co. (002633) has a tender offer period from July 29 to August 27, 2025[1] Group 2: Tender Offers and Mergers - ST Kelly (300326) has a tender offer period from July 17 to August 15, 2025[1] - Fushun Special Steel (600399) has a tender offer period from August 12 to September 10, 2025[1] - China Heavy Industry (601989) is involved in an absorption merger[1] Group 3: Abnormal Fluctuations - Tianlu Convertible Bond (110060) reported severe abnormal fluctuations on July 30, 2025[2] - Henghe Precision (300539) reported abnormal fluctuations on July 29, 2025[2] - ST Suwu (600200) reported abnormal fluctuations on August 6, 2025[2]

Group 1 - Fangyuan Co. plans to reduce its repurchased shares by 3,320,000 shares, which accounts for 0.65% of the total share capital, to supplement its working capital [1] - Kangtai Medical's shareholders intend to reduce their holdings by no more than 3.59% of the company's shares [1] - Zhigao Machinery is listed for new share subscription on the Beijing Stock Exchange [1] Group 2 - Convertible bond data includes various 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 stocks [2][4][6] - Notable convertible bonds include Beilu Convertible Bond with a current price of 133.000 and a conversion value of 134.90, and Zte Convertible Bond with a current price of 163.100 and a conversion value of 164.90 [2] - The remaining scale of several convertible bonds varies, with some having a significant proportion of the underlying stock, such as Hongfeng Convertible Bond at 7.95% [6]

Core Viewpoint - Ningbo Bohui Chemical Technology Co., Ltd. has triggered the conditional redemption clause for its convertible bonds due to the stock price meeting specific criteria, leading to the decision to redeem the bonds early [2][6]. Group 1: Convertible Bond Redemption - The company announced that the "Bohui Convertible Bonds" will be redeemed at a price of 100.02 yuan per bond, with the redemption process set to occur after August 19, 2025 [7][8]. - The redemption was approved by the board of directors on July 25, 2025, based on the stock price meeting the condition of being at least 130% of the conversion price for 15 out of 30 trading days [2][6]. - The bonds were originally issued on August 16, 2022, with a total issuance amount of 397 million yuan, and were listed on the Shenzhen Stock Exchange on September 2, 2022 [2][3]. Group 2: Conversion and Pricing Details - The conversion price for the bonds was adjusted from 15.05 yuan per share to 10.69 yuan per share, effective from May 19, 2023 [3]. - The bonds have a conversion period from February 22, 2023, to August 15, 2028, allowing bondholders to convert their bonds into shares during this timeframe [3]. - The calculation for the redemption price includes accrued interest, with the formula provided for determining the interest based on the bond's face value and interest rate [7].

New Stock Issuance - Guangdong JianKe issued new shares at a price of 6.56 on August 1, 2025[1] - ShenKe Co., Ltd. has a tender offer period from July 29 to August 27, 2025[1] - ST Kelly's tender offer period is from July 17 to August 15, 2025[1] Market Alerts - ST Zitian reported significant abnormal fluctuations on July 21, 2025[1] - ST Suwu experienced abnormal fluctuations on July 30, 2025[1] - ST Xizang Tianlu reported significant abnormal fluctuations on August 1, 2025[1] Other Notable Announcements - Huaneng Electric's announcement was made on August 1, 2025, regarding its stock code 603063[1] - ST Sai Long's announcement was made on August 1, 2025, with stock code 002898[1] - ST Green Kang's announcement was made on July 31, 2025, with stock code 002868[1]

Group 1 - The closing price of Bohui Co., Ltd. on July 31 was 12.22 yuan, down 0.35 yuan, representing a decline of 2.78% from the previous trading day [1] - The trading volume on that day was 128,636 hands, with a transaction amount of 160 million yuan [1] - Bohui Co., Ltd. operates in the oil industry, focusing on the research, production, and sales of petrochemical products, and is located in Zhejiang Province [1] Group 2 - On the evening of July 31, Bohui Co., Ltd. announced the fifth notice regarding the early redemption of "Bohui Convertible Bonds," stating that bonds not converted by the close of trading on August 19, 2025, will be forcibly redeemed at a price of 100.02 yuan per bond [1] - On July 31, the net outflow of main funds was 8.5004 million yuan, accounting for 0.27% of the circulating market value [1]

Core Viewpoint - The article discusses various convertible bonds and new stock offerings, highlighting specific actions taken by companies regarding their bonds and the upcoming subscription for a new stock. Group 1: Convertible Bonds - Jineng Convertible Bond: The board proposed a downward adjustment [1] - Yuguang Convertible Bond: No strong redemption [1] - Liancheng Convertible Bond, Bohui Convertible Bond, Yong'an Convertible Bond: Strong redemption [1] - Qiaqia Convertible Bond: No downward adjustment [1] Group 2: New Stock Offerings - Youli Intelligent: New stock subscription on July 29 at the Beijing Stock Exchange [1] - Ber25 Convertible Bond: Recently listed [1] - Tianfulong: New stock subscription on the Shanghai and Shenzhen exchanges [1]

Group 1 - The company held its 26th meeting of the 4th Board of Directors on July 25, 2025, with all 7 directors present, complying with legal regulations [1][2] - The Board approved the proposal for the early redemption of the "Bohui Convertible Bonds" due to the stock price meeting the required conditions [1][2] - The stock price had been at least 130% of the conversion price (8.00 CNY/share) for 15 trading days from June 30 to July 25, 2025, triggering the conditional redemption clause [1][2] Group 2 - The proposal received unanimous approval with 7 votes in favor, and no votes against or abstentions [2] - Legal opinions were provided by Shanghai Jintiancheng (Hangzhou) Law Firm and a review opinion was issued by Guolian Minsheng Securities [2]

Core Viewpoint - Ningbo Bohui Chemical Technology Co., Ltd. has triggered the conditional redemption clause for its convertible bonds due to the stock price meeting specific criteria, leading to the decision to redeem the bonds early [2][5]. Group 1: Convertible Bond Redemption - The company will redeem the "Bohui Convertible Bonds" at a price of 100.02 yuan per bond, with the redemption process set to occur after August 19, 2025 [6][7]. - The redemption was approved by the board of directors on July 25, 2025, based on the stock price meeting the condition of being at least 130% of the conversion price for 15 out of 30 trading days [2][5]. - The bonds were originally issued on August 16, 2022, with a total amount of 397 million yuan, and were listed on the Shenzhen Stock Exchange on September 2, 2022 [2][3]. Group 2: Bond Conversion and Pricing - The conversion price for the bonds was adjusted from 15.05 yuan to 10.69 yuan per share, effective from May 19, 2023 [3]. - The bonds have a conversion period from February 22, 2023, to August 15, 2028, allowing bondholders to convert their bonds into shares during this timeframe [3][4]. - The calculation for the redemption price includes accrued interest, which is determined based on the bond's face value and the applicable interest rate [6].