华友转债：强赎 博23转债，神通转债：不强赎 天能转债，天赐转债：不下修 中装转2：最后交易日：2025年9月3日 | 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) | | | | (亿元) | 流通市值比 | | | 127033 | 中装转2 | 85.700 | | 2025-09-03 | 2025-09-18 | 85.75 | 7.832 | | 37.12% | 关注集思录微信 特别提示 艾芬达：沪深新股【申购】 | 转债代码 | 转债名称 | 类型 | 日期 | 公告 | | --- | --- | --- | --- | --- | | 123071 | 天能转债 | 不下修 | 2025-08-30 | 公告 | | 127073 | 天赐转债 | 不下修 | 2025-08-30 | 公告 | | 113641 | 华友转债 | 强陵 | 2025-08-3 ...

Group 1 - The company Tianqi Materials (SZ 002709) announced on August 30 that its 35th meeting of the sixth board of directors was held via communication voting on August 29, 2025, where it reviewed the proposal regarding not adjusting the conversion price of "Tianqi Convertible Bonds" [1] - For the first half of 2025, the company's revenue composition was entirely from the fine chemical industry, accounting for 100.0% [1] Group 2 - The domestic first A-level car exhibition in the second half of the year is set to feature nearly 120 brands and 1,600 vehicles, indicating a competitive landscape in the southwest region [1] - The emergence of new energy vehicles is expected to reshape the automotive market dynamics [1]

Core Points - Tianqi Materials announced that as of August 22, 2025, its stock has closed below 85% of the current conversion price for 10 out of the last 30 trading days, which may trigger conditions for a downward adjustment of the conversion price [2] - If the conditions for the adjustment are triggered, the company will convene a board meeting on the day the conditions are met to decide whether to adjust the conversion price and will fulfill its information disclosure obligations promptly [2] - Investors are advised to pay attention to investment risks associated with this potential adjustment [2]

? 截至 2025 年 8 月 22 日，公司股票在连续 30 个交易日中已有连续 10 个交 易日的收盘价低于当期转股价格的 85%，预计将有可能触发转股价格向下修正条 件。若触发转股价格修正条件，公司将于触发条件当日召开董事会审议决定是否 修正转股价格，并及时履行信息披露义务。敬请广大投资者注意投资风险。 天赐材料（002709） 证券代码：002709 证券简称：天赐材料 公告编号：2025-096 转债代码：127073 转债简称：天赐转债 广州天赐高新材料股份有限公司关于 "天赐转债"预计触发转股价格向下修正条件的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： ? 转股价格：28.50元/股 ? 转股期限：2023 年 3 月 29 日至 2027 年 9 月 22 日 一、可转换公司债券发行上市情况 （一）可转换公司债券发行情况 经中国证监会《关于核准广州天赐高新材料股份有限公司公开发行可转换公 司债券的批复》（证监许可[2022]1883 号文）核准，广州天赐高新材料股份有限 公司（以下简称：公司）于 2022 年 9 月 ...

Core Viewpoint - The report outlines the issuance of convertible bonds by Guangzhou Tinci Materials Technology Co., Ltd., detailing the approval process, bond terms, and the company's financial performance and project updates. Group 1: Bond Issuance Details - The company has been approved to issue convertible bonds totaling RMB 341,050,000, with a maturity of 5 years [2][9]. - The bonds are convertible into A-shares at an initial conversion price of RMB 48.82 per share [3][4]. - The bond issuance was approved by the shareholders and regulatory bodies, with trading commencing on October 27, 2022 [2][3]. Group 2: Financial Performance - In 2024, the company's revenue decreased by 18.74% to RMB 1,251,829,730 compared to 2023 [14]. - The net profit attributable to shareholders fell by 74.40% to approximately RMB 483,929,654 [13][14]. - The company reported a basic earnings per share of RMB 0.25, down from RMB 0.99 in the previous year [14]. Group 3: Project Updates and Fund Utilization - The funds raised from the bond issuance are allocated to various projects, including a lithium-ion battery materials project and a daily chemical materials project, with a total planned investment of RMB 339,507,950 [9][10]. - The company has made adjustments to project plans due to site limitations and aims to enhance production efficiency [10][11]. - As of December 31, 2024, the company had utilized RMB 2,618,308,708.74 of the raised funds, with ongoing projects expected to meet their operational goals [15][21]. Group 4: Market and Industry Context - The overall lithium battery market is experiencing a slowdown, with companies focusing on inventory digestion and reduced capital expenditures [12][13]. - Despite challenges, the company maintains a competitive edge through integrated production and international expansion strategies [13]. - The demand for core products, particularly electrolytes, remains strong, with sales exceeding 500,000 tons in the reporting period [13].

Core Viewpoint - The company announces the resumption of the conversion of its convertible bonds, "Tian Ci Convertible Bonds," after a temporary suspension due to the implementation of the 2024 equity distribution plan [2][3]. Group 1: Convertible Bonds Information - The bond code for the convertible bonds is 127073, and the bond name is "Tian Ci Convertible Bonds" [2]. - The suspension of the conversion period is from May 14, 2025, to May 21, 2025, with the resumption of conversion starting on May 22, 2025 [2][3]. - The company holds 8,619,260 shares in its repurchase account, which necessitated the suspension of the bond conversion during the equity distribution period [2]. Group 2: Equity Distribution Details - The equity distribution registration date for the 2024 fiscal year is May 21, 2025, and the ex-rights and ex-dividend date is May 22, 2025 [3]. - The resumption of the bond conversion will occur on the first trading day following the equity distribution registration date [3].

证券代码：002709 证券简称：天赐材料 公告编号：2025-064 转债代码：127073 转债简称：天赐转债 广州天赐高新材料股份有限公司 天赐材料（002709） 关于"天赐转债"暂停转股的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 广州天赐高新材料股份有限公司（以下简称"公司"）将于近日发布 2024 年 度权益分派实施公告，根据《广州天赐高新材料股份有限公司公开发行可转换公 司债券募集说明书》中"转股价格的确定及调整"条款（详见附件）及《深圳证券 交易所上市公司自律监管指南第 1 号——业务办理：第二部分 2.4 向不特定对象 发行可转换公司债券》中第六条"公司实施权益分派方案的，如公司回购账户存 在股份的，或者公司拟实施利润分配总额不变的权益分派方法的，实施权益分派 期间可转债暂停转股"的规定，鉴于公司回购账户存在股份，自 2025 年 5 月 14 日至本次权益分派股权登记日止，公司可转换公司债券（债券代码：127073，债 券简称"天赐转债"）将暂停转股，本次权益分派股权登记日后的第一个交易日起 恢复转股。在上述期 ...