（文章来源：每日经济新闻） 每经AI快讯，10月10日，中证转债指数开盘下跌0.08%，报487.44点。其中，豫光转债、恩捷转债、欧 通转债、利扬转债、鹿山转债跌幅居前，分别跌4.13%、2.53%、2.36%、2.36%、2.24%。中环转2、利 民转债、立中转债、中辰转债、升24转债涨幅居前，分别涨20.00%、5.64%、3.80%、1.62%、1.56%。 ...

中环环保：控股股东拟变更为北京鼎垣，股票及可转债10月10日复牌 侨银股份：股东拟合计减持不超6%公司股份 恩捷转债：强赎 华体科技：公司部分银行账户被冻结 公司的基本账户及募集资金专户被冻结。经核查，截至本公告披露日，上述银行账户累计被冻结资金34,115,009.33 元，占公司最近一期经审计 净资产的 4.10%，占最近一期经审计货币资金的16.25%；占公司 2025 年 6 月 30 日净资产的 4.21%，占 2025 年 6 月30 日货币资金的 19.96%。 立中集团：公司与伟景智能签订机器人战略合作协议 声迅转债：不下修 奥美森：北交所新股【上市】 | 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 | | 111007 | 永和转债 | 140.331 | 100.997 | 2025-09-26 | 2025-10-09 | 140.75 | ...

Core Viewpoint - Yunnan Enjie New Materials Co., Ltd. announced that its stock price has been above 130% of the conversion price of its convertible bonds for ten consecutive trading days, which may trigger the conditional redemption clause of the bonds [1] Summary by Relevant Sections - **Stock Performance**: The company's stock price has not been lower than 41.61 CNY per share (130% of the conversion price of 32.01 CNY) for ten consecutive trading days [1] - **Conditional Redemption Clause**: If the stock price remains above 130% of the conversion price for at least 15 out of 30 consecutive trading days, the board of directors has the right to decide on the redemption of the convertible bonds at face value plus accrued interest [1]

Group 1 - The China Convertible Bond Index rose by 1.51% to 475.93 points on September 5 [1] - Notable gainers included Xizi Convertible Bond, Qianglian Convertible Bond, Enjie Convertible Bond, Yaoki Convertible Bond, and Jingzhuang Convertible Bond, with increases of 12.53%, 9.30%, 7.84%, 6.44%, and 6.40% respectively [1] - Significant decliners included Zhonglu Convertible Bond, Dayuan Convertible Bond, Tianlu Convertible Bond, Sheyan Convertible Bond, and Dongjie Convertible Bond, with decreases of 10.22%, 3.14%, 1.63%, 1.20%, and 0.90% respectively [1]

Core Viewpoint - The company announced the repurchase and cancellation of certain restricted stocks from its 2022 and 2024 incentive plans, which will not affect the conversion price of its convertible bonds, remaining at 32.01 yuan per share [1][9]. Group 1: Convertible Bond Issuance and Price Adjustment - The company issued 16 million convertible bonds (referred to as "Enjie Convertible Bonds") on February 28, 2020, with an initial conversion price of 64.61 yuan per share [2]. - The conversion price is subject to adjustments based on various corporate actions such as stock dividends, capital increases, and cash dividends, following specific formulas outlined in the bond issuance documentation [1][2]. - Previous adjustments to the conversion price have occurred, with the most recent adjustment on September 21, 2023, reducing the price from 66.46 yuan to 66.26 yuan per share [7]. Group 2: Stock Repurchase and Impact on Conversion Price - The company has conducted stock repurchases due to unmet performance targets in its incentive plans, resulting in the cancellation of a total of 330,036 shares from the 2022 plan and 580,946 shares from the 2024 plan [9]. - Despite these cancellations, the overall impact on the total share capital is minimal, leading to no change in the conversion price of the "Enjie Convertible Bonds," which remains at 32.01 yuan per share after the repurchase [1][9]. - The calculations for the conversion price adjustment were based on the repurchase prices and the proportion of shares canceled relative to the total share capital [9].

证券代码：002812 股票简称：恩捷股份 公告编号：2025-114 债券代码：128095 债券简称：恩捷转债 云南恩捷新材料股份有限公司 关于实际控制人权益变动超过 1%的公告 公司实际控制人保证向本公司提供的信息内容真实、准确和完整，没有 虚假记载、误导性陈述或者重大遗漏。 本公司及董事会全体成员保证本公告内容与信息披露义务人提供的信息 一致。 公司实际控制人李晓明家族（家族成员为：Paul Xiaoming Lee、Sherry Lee、 信息披露义务人 Yan Ma、李晓华、Yanyang Hui、Jerry Yang Li）及其一致行动人玉溪合益 投资有限公司 （1）实际控制人家族： Carnoustie Ct. Sugar Land, TX 77479 住所 Turning Leaf Lane Sugar Land, TX 77479 （2）玉溪合益投资有限公司： 云南省玉溪市高新区九龙片区春景路 8 号 权益变动时间 2025 年 7 月 11 日 公司实际控制人及其一致行动人权益变动原因主要如下： 权益变动过程 （1）Paul Xiaoming Lee 先生和李晓华先生于 2023 年 7 ...

证券代码：002812 股票简称：恩捷股份 公告编号：2025-096 债券代码：128095 债券简称：恩捷转债 云南恩捷新材料股份有限公司 本公司及全体董事保证本公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 云南恩捷新材料股份有限公司（以下简称"公司"）第五届董事会第四十四次 会议于2025年6月16日召开，会议决议于2025年7月3日在公司全资子公司云南红 塔塑胶有限公司三楼会议室以现场投票和网络投票相结合的方式召开公司2025 年第五次临时股东会，现将本次股东会的有关事项公告如下： 一、召开会议的基本情况 行政法规、部门规章、规范性文件和《云南恩捷新材料股份有限公司章程》的规 定。 （1）现场会议召开时间：2025年7月3日（星期四）下午14:00 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为2025年7月3日（星期四）上午9:15-9:25、9:30-11:30，下午13:00-15:00；通 过深圳证券交易所互联网投票系统投票的具体时间为2025年7月3日（星期四）上 午09:15至下午15:00期间的任意时间。 （1）现场投票：股东本人出席现场会 ...

Core Viewpoint - The company, Yunnan Enjie New Materials Co., Ltd., has released its first quarter report for 2025, highlighting significant agreements with major partners and adjustments in convertible bond terms [3][12][21]. Financial Data - The first quarter report has not been audited [9]. - The company confirmed that there are no adjustments or restatements needed for previous accounting data [3]. - Non-recurring gains include a tax fee refund [3]. Shareholder Information - The company has engaged in strategic agreements with LG Energy Solution, Ltd. for the procurement of approximately 3.55 billion square meters of lithium battery separator film from 2025 to 2027 [5]. - A procurement framework agreement was signed with Beijing Weilan New Energy Technology Co., Ltd., which will source 80% of its material needs from the company for solid-state battery electrolytes, with expected orders totaling at least 300 million square meters of separator film and 100 tons of electrolyte from 2025 to 2030 [5]. Convertible Bonds - The company’s convertible bond, "Enjie Convertible Bond," had its conversion price adjusted downwards to 32.00 CNY per share effective February 11, 2025, due to stock price triggers [6]. - Following a stock buyback, the conversion price was slightly adjusted to 32.01 CNY per share [6]. Board and Supervisory Meetings - The fifth board meeting on April 29, 2025, approved the first quarter report, with all directors present voting in favor [11][12]. - The supervisory board also reviewed and approved the first quarter report, confirming its compliance with legal and regulatory standards [18][19]. Investor Relations - The company will hold a Q1 performance briefing on May 6, 2025, to address investor inquiries and enhance communication [21][22].

Core Viewpoint - The announcement details the conversion of the company's convertible bonds and the adjustments to the conversion price, highlighting the financial implications and changes in share structure over time [1][11]. Group 1: Convertible Bond Issuance - The company issued 16 million convertible bonds with a total value of 160 million yuan, each with a face value of 100 yuan, and a maturity of 6 years [1]. - The bonds were approved by the China Securities Regulatory Commission and began trading on February 28, 2020 [2]. Group 2: Conversion Price Adjustments - The initial conversion price was set at 64.61 yuan per share, which was adjusted to 64.49 yuan on May 21, 2020, due to a rights issue [3]. - Subsequent adjustments occurred, with the conversion price changing to 65.09 yuan on September 4, 2020, and further adjustments made in 2021 and 2022, reflecting the company's equity distribution [4][5][6]. Group 3: Recent Adjustments and Conversions - As of the first quarter of 2025, the conversion price was adjusted to 32.01 yuan per share after a downward revision on February 11, 2025 [10]. - From January 1 to March 31, 2025, the company saw a reduction of 10,000 yuan in convertible bonds due to conversions, with a total of 294 shares converted [11]. - The remaining convertible bond amount as of March 31, 2025, was approximately 452.9 million yuan, with 4,529,009 bonds still outstanding [11].