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。 重要内容提示： ● 根据相关法律法规规定及《安集微电子科技（上海）股份有限公司向不特定对象发行可转换公司债券 募集说明书》（以下简称"《募集说明书》"）的约定，安集微电子科技（上海）股份有限公司本次发行 的"安集转债"自2025年10月13日起可转换为公司股份。 ● 公司现就本次向不特定对象发行可转换公司债券，对不符合上海证券交易所科创板股票投资者适当性 要求的投资者所持"安集转债"不能转股的风险，提示如下： 一、可转债发行上市概况 经中国证券监督管理委员会证监许可〔2024〕1555号文同意注册，公司于2025年4月7日向不特定对象发 行了8,305,000张可转换公司债券，每张面值为人民币100元，发行总额为83,050.00万元，期限为6年。 经上海证券交易所自律监管决定书（[2025]89号）文同意，公司可转换公司债券于4月25日起在上海证 券交易所挂牌上市交易，债券简称"安集转债"，债券代码"118054"。 根据有关规定和公司《募集说明书》的约定，公司本次发行的" ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：688019 公司简称：安集科技 债券代码：118054 债券简称：安集转债 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2重大风险提示 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应对措施，敬请查阅本报告第三 节"管理层讨论与分析"之"四、风险因素"。 1.3本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.4公司全体董事出席董事会会议。 无 1.7是否存在公司治理特殊安排等重要事项 □适用 √不适用 第二节 公司基本情况 2.1公司简介 公司股票简况 ■ 公司存托凭证简况 □适用 √不适用 1.5本半年度报告未经审计。 1.6董事会决议通过的本报告期利润分配预案或公积金转增股本预案 联系人和联系方式 ■ 2.2主要财务数据 单位：元 币种：人民币 ■ 2.3前10名股东持股情况 ...

Group 1 - The core viewpoint of the news is the performance and characteristics of the convertible bond issued by Anji Technology, which has seen a price increase and a notable premium rate [1] - Anji Technology's convertible bond has a credit rating of "AA-", a maturity of 6 years, and a structured interest rate that increases over the years, starting from 0.30% in the first year to 2.50% in the sixth year [1] - The conversion price for the bond is set at 128.73 yuan, with the conversion period starting on October 13, 2025 [1] Group 2 - Anji Technology is a high-tech semiconductor materials company focused on independent innovation, integrating R&D, production, sales, and technical services [2] - The company has successfully broken the foreign monopoly in the integrated circuit field for chemical mechanical polishing liquids and certain functional wet electronic chemicals [2] - For the first quarter of 2025, Anji Technology reported a revenue of 545.3 million yuan, a year-on-year increase of 44.08%, and a net profit attributable to shareholders of 168.8 million yuan, up 60.66% year-on-year [2] - The concentration of shareholding is high, with the top ten shareholders holding a combined 52.23% of the shares, and the average holding amount per shareholder is 1.6382 million yuan [2]

8月18日，安集转债盘中上涨2.03%报162.26元/张，成交额1966.15万元，转股溢价率39.26%。 资料显示，安集转债信用级别为"AA-"，债券期限6年（本次发行的可转债票面利率设定为:第一年 0.30%、第二年0.50%、第三年1.00%、第四年1.50%、第五年2.00%、第六年2.50%），对应正股名称为 安集科技，转股开始日为2025年10月13日，转股价128.73元。 资料显示，安集微电子科技(上海)股份有限公司(以下简称"安集科技")是一家以自主创新为本,集研发、 生产、销售及技术服务为一体的高科技半导体材料公司。通过与客户紧密合作,共同研发各类新技术、 新应用所需的定制化产品,形成了包括铜及铜阻挡层抛光液、介电材料抛光液、钨抛光液、基于氧化铈 磨料的抛光液、衬底抛光液、功能性湿电子化学品和电镀液及添加剂在内的安集产品平台。安集科技成 功打破了国外厂商对集成电路领域化学机械抛光液、部分功能性湿电子化学品、电镀液及添加剂的垄 断,三大核心产品在特定领域实现技术突破。 根据最新一期财务数据，2025年1月-3月，安集科技实现营业收入5.453亿元，同比增加44.08%；归属净 利润1.6 ...

Group 1 - The core viewpoint of the news is the performance and characteristics of the convertible bonds issued by Anji Technology, which have seen a price increase and a notable premium rate [1] - Anji Technology's convertible bonds have a credit rating of "AA-" and a maturity period of 6 years, with a structured interest rate that increases over time [1] - The conversion price for the bonds is set at 128.73 yuan, with the conversion period starting on October 13, 2025 [1] Group 2 - Anji Technology is a high-tech semiconductor materials company focused on independent innovation, integrating R&D, production, sales, and technical services [2] - The company has successfully broken the foreign monopoly in the integrated circuit field for certain chemical mechanical polishing liquids and other electronic chemicals, achieving technological breakthroughs in three core products [2] - For the first quarter of 2025, Anji Technology reported a revenue of 545.3 million yuan, a year-on-year increase of 44.08%, and a net profit of 168.8 million yuan, up 60.66% year-on-year [2] - The concentration of shareholding in Anji Technology is high, with the top ten shareholders holding a combined 52.23% of the shares [2]

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]

Core Viewpoint - Anji Microelectronics Technology (Shanghai) Co., Ltd. has announced the results of the first vesting period of its 2024 restricted stock incentive plan, involving the transfer of 122,809 shares from shares repurchased in the secondary market [2][6]. Group 1: Restricted Stock Incentive Plan - The number of shares vested in this period is 122,809 shares [2]. - The shares for this vesting come from the company's repurchased A-share common stock in the secondary market [6][7]. - A total of 36 individuals are the recipients of this stock incentive [7]. Group 2: Decision-Making Process - The decision-making process for the incentive plan included multiple meetings of the board and supervisory committee, with approvals for the plan and its management methods [3][4][5]. - The company conducted a public announcement and internal disclosure regarding the incentive plan and its recipients [3][4]. Group 3: Share Capital Changes - The total share capital of the company increased from 167,940,414 shares to 168,489,007 shares due to the issuance of shares to 212 incentive recipients [13]. - The stock source for the incentive plan does not change the company's total share capital or the status of the controlling shareholder [8]. Group 4: Convertible Bond Adjustment - The conversion price of the "Anji Convertible Bond" has been adjusted from 129.00 yuan/share to 128.73 yuan/share following the completion of the stock incentive plan [16][17]. - The adjustment of the conversion price is effective from August 7, 2025, and the conversion period for the bond starts from October 11, 2025, to April 6, 2031 [16][17].

Group 1 - The core viewpoint of the news is the performance and characteristics of the convertible bonds issued by Anji Technology, which are currently trading at a premium and have a defined interest rate structure over six years [1] - Anji Technology's convertible bonds have a credit rating of "AA-" and a conversion price set at 129.0 yuan, with the conversion period starting on October 13, 2025 [1] - The trading data shows that Anji's convertible bonds experienced a decline of 2.04%, with a trading volume of 16.16 million yuan and a conversion premium rate of 24.42% [1] Group 2 - Anji Technology is a high-tech semiconductor materials company that focuses on independent innovation, integrating R&D, production, sales, and technical services [2] - The company has successfully broken the foreign monopoly in the chemical mechanical polishing liquid and certain functional wet electronic chemicals, achieving technological breakthroughs in three core products [2] - For the first quarter of 2025, Anji Technology reported a revenue of 545.3 million yuan, a year-on-year increase of 44.08%, and a net profit attributable to shareholders of 168.8 million yuan, up 60.66% year-on-year [2] - As of March 2025, the concentration of shareholding in Anji Technology is high, with the top ten shareholders holding a combined 52.23% of shares [2]

Group 1 - The report identifies a significant increase in the number of new convertible bonds listed recently, leading to heightened market attention towards new issuances [7][8] - Convertible bonds are categorized into four main types: white horse, value, small market cap, and balanced, each exhibiting distinct pricing characteristics and investment opportunities, necessitating differentiated strategies for new issuances [7][26] Group 2 - White horse convertible bonds are characterized by high initial valuations and a generally high conversion premium, indicating a low investment cost-effectiveness. The report advises against participating in new issuances or buying on the first day due to systemic valuation risks [7][12][26] - Value convertible bonds typically show low initial valuations, with some even trading below par. The report highlights that institutional demand can drive prices upward post-initial trading, suggesting active participation in new issuances and buying during sell-offs for optimal risk-reward ratios [13][17][26] Group 3 - Small market cap convertible bonds exhibit significant price volatility due to limited liquidity, often leading to extreme pricing deviations from fundamentals. The report recommends avoiding high-price chasing and waiting for a price correction after 4-6 months for potential value recovery opportunities [21][27] - Balanced convertible bonds present relatively rational pricing and moderate volatility, with the report suggesting participation in new issuances and buying during initial sell-offs to achieve stable returns within 1-2 months [25][27]

Group 1 - The core viewpoint of the news is the performance and characteristics of the convertible bonds issued by Anji Technology, which have seen a price increase and a notable premium rate [1] - Anji Technology's convertible bonds have a credit rating of "AA-" and a maturity period of 6 years, with a structured interest rate that increases over time [1] - The conversion price for the bonds is set at 129.0 yuan, with the conversion period starting on October 13, 2025 [1] Group 2 - Anji Technology is a high-tech semiconductor materials company focused on independent innovation, integrating R&D, production, sales, and technical services [2] - The company has successfully broken the foreign monopoly in the field of chemical mechanical polishing liquids and certain functional wet electronic chemicals, achieving technological breakthroughs in three core products [2] - For the first quarter of 2025, Anji Technology reported a revenue of 545.3 million yuan, a year-on-year increase of 44.08%, and a net profit of 168.8 million yuan, a year-on-year increase of 60.66% [2] - The concentration of shareholding in Anji Technology is high, with the top ten shareholders holding a combined 52.23% of the shares [2]