登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688019 证券简称：安集科技 公告编号：2025-066 债券代码：118054 债券简称：安集转债 安集微电子科技（上海）股份有限公司 关于控股股东权益变动的提示性公告 一、本次权益变动的基本情况 （一）信息披露义务人基本情况 Anji Microelectronics Co. Ltd.保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述 或重大遗漏。 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： ● 本次权益变动主要系上市公司实施限制性股票激励计划、实施差异化权益分派以及股东大宗交易减 持"安集转债"所致，不触及要约收购。 ● 本次权益变动后，安集微电子科技（上海）股份有限公司（以下简称"安集科技"或"公司"）控股股东 Anji Microelectronics Co. Ltd.（以下简称"Anji Cayman"或"信息披露义务人"）持有51,754,217股安集科技 股票，持有96,262,000元人民币面值的"安集转债" ...

安集科技公告称，本次控股股东AnjiMicroelectronicsCo.Ltd.权益变动，主要系公司实施限制性股票激励 计划、差异化权益分派及该股东大宗交易减持"安集转债"所致，不触及要约收购。2023年6月27日至公 告日，其合计持有公司权益比例从31.01%降至30.00%，目前持有51,754,217股公司股票，96,262,000元 人民币面值"安集转债"。本次变动不会导致公司控股股东变化。 ...

南财智讯11月19日电，安集科技公告，Anji Microelectronics Co.Ltd.因公司实施限制性股票激励计划导 致权益比例被动稀释，以及通过大宗交易减持"安集转债"，合计持有公司权益比例从31.01%减少至 30.00%。截至2025年11月18日，Anji Microelectronics Co.Ltd.持有公司股份51,754,217股，并持有 96,262,000元面值的"安集转债"。本次权益变动后，其合计持股比例降至30.00%，且不存在股份权利限 制情况。 ...

Core Viewpoint - Anji Cayman has reduced its holdings of "Anji Convertible Bonds" by 973,000 units, representing 11.72% of the total issuance, through block trading on the Shanghai Stock Exchange from October 21 to November 4, 2025 [1] Company Summary - The company, Anji Technology (688019.SH), has received a notification from bondholder Anji Cayman regarding the reduction of its convertible bond holdings [1] - The total amount of convertible bonds reduced is 973,000 units [1] - The reduction period for the holdings was from October 21, 2025, to November 4, 2025 [1]

Group 1 - Taifu Pump Industry has terminated the acquisition of 51% equity in Nanyang Huacheng [1] - Shareholder Fosun Pharma of Shanhe Pharmaceutical Auxiliary plans to reduce its stake by no more than 3% [1] - Several convertible bonds including Anji Convertible Bond, Longda Convertible Bond, and Oujing Convertible Bond will not undergo forced redemption [1][2] Group 2 - The following convertible bonds will not be adjusted: Oujing Convertible Bond, Longda Convertible Bond, and Tong 22 Convertible Bond [2] - New shares from Danna Biotechnology will be listed on the Beijing Stock Exchange [1] - North Mining Testing is also set to issue new shares on the Beijing Stock Exchange [1]

Group 1 - The core point of the article is the performance of the Zhongzheng Convertible Bond Index, which rose by 0.32% to 485.57 points on October 29 [1] - Notable gainers in the convertible bond market include Zhenhua Convertible Bond, Dazhong Convertible Bond, Yuguang Convertible Bond, Jincheng Convertible Bond, and Yinlun Convertible Bond, with increases of 8.12%, 6.68%, 4.89%, 4.57%, and 4.46% respectively [1] - Conversely, the biggest losers were Tongguang Convertible Bond, Chenfeng Convertible Bond, Haineng Convertible Bond, Liyang Convertible Bond, and Anji Convertible Bond, which saw declines of 4.73%, 3.11%, 2.67%, 2.48%, and 2.41% respectively [1]

Core Viewpoint - Anji Technology announced that its stock has closed at or above 130% of the current conversion price for 10 trading days from October 13 to October 24, 2025, which may trigger conditional redemption of its convertible bonds if certain criteria are met [1] Group 1 - The company’s stock price reached 167.31 yuan per share, which is 130% of the current conversion price [1] - If the stock price maintains this level for 5 out of the next 20 trading days, the company may exercise its right to redeem the convertible bonds [1] - The redemption will be based on the bond's face value plus accrued interest, and the company will hold a board meeting to decide on the redemption if the conditions are triggered [1]

Market Performance - The conversion value has stabilized above 100 yuan since August, with pure debt alternatives to low-priced convertible bonds being extremely scarce, primarily consisting of equity-sensitive convertible bonds and inert convertible bonds with mediocre underlying stocks, leading to high valuations [2][11] - The remaining scale of convertible bonds maturing in the fourth quarter, including those from Pudong Development Bank, totals 25.9 billion yuan, with 9 convertible bonds currently undergoing forced redemption and 24 expected to face forced redemption soon [2][11] - The median price of convertible bonds remained around 132 yuan, a historically high position, with an average weekly trading volume of 68.4 billion yuan, showing a phase decline [2][11] - The overall market median valuation rose to 27.8%, with implied volatility increasing by 4 percentage points to 37%, placing it in the historical 78th percentile [2][11] - Industries where convertible bonds outperformed underlying stocks include food and beverage, pharmaceuticals, light industry, transportation, home appliances, automotive, electronics, textiles, commerce, computing, and banking [2][11] Fund Sentiment - From September 26 to October 10, the risk appetite of funds decreased, with the largest increase in gold ETF shares at 8.6%, followed by credit bond ETFs at 4.5% and stock ETFs at 2.8% [3][17] - The continuous decline in convertible bond ETF shares is attributed to high valuations, profit-taking, and the relative weakness of small-cap equity sectors, reflecting a risk repricing within the bond market [3][20] - Insurance, social security, and brokerage asset management investors significantly reduced their holdings in convertible bonds, with the reduction rate exceeding the market scale contraction, indicating a firm profit-taking stance amid high valuations and increased market volatility [3][20] Investment Strategy - The short-term fluctuations in convertible bond valuations can assist in making left-side predictions, with investors advised to seek profit-taking opportunities and moderately control positions [5][22] - Focus on the performance of underlying stocks, recommending attention to sectors such as non-ferrous metals, new energy, solid-state batteries, and chemicals due to price increase expectations driven by anti-involution [5][22] - High-volatility convertible bonds in emerging themes, particularly in robotics, semiconductors, and consumer electronics, should be monitored alongside performance and valuation [5][22] - The recommended "barbell strategy" portfolio includes various convertible bonds from companies like Muyuan, EVE Energy, and others [5][23]

Group 1 - The company, Anji Microelectronics Technology (Shanghai) Co., Ltd., has issued convertible bonds named "Anji Convertible Bonds" with a total issuance amount of 83,050 million RMB, consisting of 8,305,000 bonds at a face value of 100 RMB each, with a term of 6 years [2][3] - The convertible bonds will be listed and traded on the Shanghai Stock Exchange starting from April 25, 2025, under the bond code "118054" [2][3] - The conversion period for the bonds will begin on October 13, 2025, and will last until the maturity date on April 6, 2031 [3] Group 2 - Investors participating in the convertible bond conversion must meet the suitability requirements for investors in the Sci-Tech Innovation Board; otherwise, they will not be able to convert their bonds into company shares [4] - The company emphasizes the risk that investors who do not meet the suitability requirements may face, which could prevent them from converting their bonds [4] Group 3 - For detailed information regarding the "Anji Convertible Bonds," investors are encouraged to refer to the prospectus disclosed on the Shanghai Stock Exchange website on April 2, 2025 [5]

Core Points - The company, Anji Microelectronics Technology (Shanghai) Co., Ltd., has issued a semi-annual report for 2025, detailing its financial performance and future plans [1][5][27]. Group 1: Company Overview - Anji Microelectronics is listed under stock code 688019 and bond code 118054, with the bond referred to as "Anji Convertible Bond" [1][5]. - The company has not undergone any changes in its controlling shareholder or actual controller during the reporting period [2][5]. Group 2: Financial Data - The company raised a total of RMB 830.50 million through the issuance of convertible bonds, with a net amount of RMB 816.61 million after deducting issuance costs [7][8]. - The company also raised RMB 207.14 million through a simplified procedure for issuing A-shares, with a net amount of RMB 203.62 million after costs [6][7]. Group 3: Fund Management - The company has established a special account for the management of raised funds, ensuring that funds are used specifically for their intended purposes [9][10]. - As of June 30, 2025, the balance of funds raised through the simplified procedure was RMB 33.89 million, while the balance from convertible bonds was RMB 443.03 million [9][10]. Group 4: Fund Usage - The company has used RMB 163.37 million of the raised funds to replace pre-invested funds in projects and cover issuance costs [12]. - There were no instances of using idle funds to temporarily supplement working capital during the reporting period [13]. Group 5: Compliance and Governance - The company has adhered to relevant regulations regarding the management and use of raised funds, ensuring timely and accurate disclosures [22][30]. - The supervisory board has confirmed that the semi-annual report and the special report on fund usage comply with legal and regulatory requirements [27][30].