Core Points - The stock price of Jiacheng International (603535) closed at 9.99 yuan on May 30, 2025, up 9.18% from the previous week [1] - The company has a total market capitalization of 5.104 billion yuan, ranking 21st in the logistics sector and 2835th in the A-share market [1] Company Announcements - Jiacheng International announced the public issuance of 800 million yuan in convertible bonds with a term of 6 years, issued at face value of 100 yuan each [1] - The bond interest rate increases annually from 0.30% in the first year to 3.00% in the sixth year [1] - For the fiscal year 2024, the company reported a revenue of 1.345 billion yuan, a year-on-year increase of 9.83%, and a net profit attributable to shareholders of 205.45 million yuan, up 31.20% year-on-year [1] - As of the end of 2024, total assets reached 4.736 billion yuan, an increase of 8.32% from the beginning of the year [1] - The raised funds will primarily be used for the construction of a cross-border e-commerce smart logistics center and to supplement working capital [1] - By December 31, 2024, 281.88 million yuan of the raised funds had been used for the logistics center project, and 230 million yuan for working capital [1] - The company has a long-term credit rating of AA- for both the issuer and the "Jiacheng Convertible Bonds," with a stable outlook [1] - The remaining raised funds of 239.89 million yuan will be redirected to the "Free Trade Port Cloud Intelligence International Distribution Center" project [1] - Due to profit distribution, the conversion price was adjusted from 22.98 yuan per share to 10.35 yuan per share [1]

Group 1 - The company Guangzhou Jiacheng International Logistics Co., Ltd. issued convertible bonds totaling RMB 800 million, with a maturity of 6 years and a net fundraising amount of RMB 793.8213 million after deducting issuance costs [1][17]. - The bonds have a face value of RMB 100 each, with an annual interest rate that increases from 0.30% in the first year to 3.00% in the sixth year [2][3]. - The initial conversion price for the bonds is set at RMB 22.98 per share, with provisions for adjustments based on various corporate actions [4][5]. Group 2 - The company operates in the logistics industry, providing customized logistics solutions and comprehensive supply chain services, particularly for manufacturing and e-commerce clients [17]. - The company has a registered capital of RMB 345,211,243 and was established on October 24, 2000, with its headquarters located in Guangzhou [17]. - The company’s main business includes international freight forwarding, warehousing, and supply chain management services, catering to both domestic and international markets [17]. Group 3 - The bonds are listed on the Shanghai Stock Exchange under the code "113656" and are subject to specific terms regarding interest payments, conversion rights, and redemption options [1][10]. - The company has established a fundraising management system to ensure that the raised funds are used according to the planned projects, including the "Cross-border E-commerce Smart Logistics Center" and "Free Trade Port Cloud Intelligence International Distribution Center" [17]. - The company has received a credit rating of AA- for both its corporate and bond ratings, indicating a stable outlook [17].

家联转债：董事会提议下修 ST天创：5月6日撤销退市风险警示 通裕重工：筹划控制权变更，停牌 文科股份：公司4.34亿元重大诉讼一审胜诉 声讯股份：净利润为负且营业收入低于3亿元，实施退市风险警示，5月6日复牌 对销售收入进行再次分析，基于谨慎性原则，部分收入 2024 年度不予确认，营业收入减少约 3000 万元，扣除后的营业收入不足 3 亿元； 正川转债，鸿路转债：不下修 | 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 | | 128117 | 道恩转债 | 131.018 | 101.730 | 2025-05-07 | 2025-05-12 | 131.97 | 0.730 | 1.13% | | 123132 | 回盛转债 | 144.150 | 100.640 | 2025-05-15 | 2025-05-20 | 146.53 | 2.296 | ...

*ST普利：2025年4月28日复牌，退市整理期 锦鸡股份：股东拟合计减持不超1.71%公司股份 柳工：控股股东拟增持2.5亿-5亿元公司股份 易瑞生物：与科汉森签订5年6亿人民币重大经营合同 华翔转债，飞凯转债：强赎 节能转债，中装转2：董事会提议下修 美锦能源：2024年亏损11.43亿元 欧晶科技：2024年亏损5.36亿元 天工股份：北交所新股申购 | | | | | ■△ロ担账可按顶 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 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 | | 128117 | 道恩转债 | 130.400 | 101.730 | 2025-05-07 | 2025-05-12 | 130.70 | 0.839 | 1.32% | | 123132 | 回盛转债 | 145.323 | | 100.640 2025-05-15 | 2025-05-20 ...

居然节前还发了只北交所 特别提示 本文不构成任何投资建议，仅为信息分享。任何因本文导致的投资行为发生的亏损，本公众号及作者概不承担任何责任。 安集转债，清源转债：4月25日上市 佳力转债，珀莱转债，宙邦转债，岱美转债，双良转债：不下修 | 转债代码 | 转债名称 | 剩余规模 | 现价 | 回售价 | 估算税前 | 估算税前 | 回售登记 | 回售到账 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | (亿元) | | (税前) | 回售收益 | 年化收益 | | | | 113656 | 嘉诚转债 | | | | 7.999 118.507 100.530 -15.17% -276.82% 04-30 至 05-09 | | | 2025-05-14 | | 转债代码 | 转债名称 | 现价 | 赎回价 | 最后交易日 | 最后转股日 | 转股价值 | 剩余规模 | 转债占正股 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (税前) | | | ...

明天161124港股小盘LOF会封死跌停的，而且，后天还会封死跌停，我怀疑最后就是跌到成本附近，大家白忙活。 这让我想起个故事。 上次我去澡堂子洗澡： 牛：老板，你这儿洗澡多少钱？ 老板：男浴池10元，女浴池100元。 牛：为什么女浴池那么贵？ 老板：你就说想去男浴池还是女浴池？ 牛：一听这话，果断交了100块。 兴冲冲进女浴池一看，全是买票进来的男的。。。 被骗过一次长记性了。 但前天我去澡堂子，心里又痒痒了，我想虽然概率很低，但成本不高，万一要是能遇到个女的呢？ 最后还是忍不住买了100块钱的票。 风语转债：董事会提议下修 维尔转债：下修到底 赛力医疗：收到证监会湖北监管局行政处罚决定书 | 转债代码 | 转债名称 | 强赎天计数 | 现价 | 转股价值 | 溢价率 | 剩余规模 | 转债占正股 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | (亿元) | 流通市值比 | | 128144 | 利民转债 | 还需0天 | 145.777 | 146.35 | -0.39% | 5.042 | 11.10% | | 1136 ...