登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300351 证券简称：永贵电器 公告编码：2026-002 债券代码：123253 债券简称：永贵转债 浙江永贵电器股份有限公司 根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第15号一一可转 换公司债券》等有关规定，浙江永贵电器股份有限公司（以下简称"公司"或"永贵电器"）现将可转换公 司债券（以下简称"可转债"）2025年第四季度转股及公司股份变动情况公告如下： 关于2025年第四季度可转债转股情况的公告 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： 1、"永贵转债"（债券代码：123253）转股期限为2025年9月19日至2031年3月12日止；最新有效转股价 格为18.23元/股。 2、2025年第四季度，共有749张"永贵转债"完成转股（票面金额共计74,900元人民币），合计转成4,100 股"永贵电器"股票（股票代码：300351）。 3、截至2025年第四季度末，"永贵转债"剩余9,798,827张，剩余票面总金额为979,882,700元 ...

Summary of Key Points Core Viewpoint - The actual controllers of Yonggui Electric (300351.SZ), Mr. Fan Jijun and Mr. Fan Yonggui, have notified the company about their reduction in holdings of "Yonggui Convertible Bonds" through block trading, indicating a significant change in ownership structure [1] Group 1: Shareholding Changes - Mr. Fan Jijun reduced his holdings by 763,043 "Yonggui Convertible Bonds" [1] - Mr. Fan Yonggui reduced his holdings by 217,000 "Yonggui Convertible Bonds" [1] - The Fan family collectively reduced their holdings by 980,043 "Yonggui Convertible Bonds," accounting for 10.00% of the total issuance [1] Group 2: Remaining Holdings - After the reduction, the Fan family holds a total of 1,141,428 "Yonggui Convertible Bonds," which represents 11.65% of the total issuance [1] - Mr. Fan Yonggui's remaining holdings amount to 1,141,428 "Yonggui Convertible Bonds" [1]

格隆汇12月25日丨永贵电器(300351.SZ)公布，公司收到实际控制人范正军先生、娄爱芹女士、卢素珍 女士及汪敏华女士的通知，获悉2025年12月11日至2025年12月25日期间，范正军先生以大宗交易方式减 持"永贵转债"260,121张；娄爱芹女士以大宗交易方式减持"永贵转债"453,846张；卢素珍女士以大宗交 易方式减持"永贵转债"429,283张；汪敏华女士以大宗交易方式减持"永贵转债"429,283张；实际控制人 范氏家族共计减持"永贵转债"1,572,533张，占本次债券发行总量的16.05%。 ...

格隆汇12月10日丨永贵电器(300351.SZ)公布，公司收到实际控制人范正军先生及范纪军先生的通知， 获悉2025年9月22日至2025年12月10日期间，范正军先生以大宗交易方式减持"永贵转债"532,000张，通 过永贵投资以大宗交易方式减持"永贵转债"266,717张；范纪军先生通过永贵投资以大宗交易方式减 持"永贵转债"266,717张，实际控制人范氏家族共计减持"永贵转债"1,065,434张，占本次债券发行总量 的10.87%。 ...

永贵电器公告，公司实际控制人范氏家族通过大宗交易方式减持"永贵转债"106.54万张，占本次债券发 行总量的10.87%。 ...

Core Viewpoint - The Zhongzheng Convertible Bond Index opened lower by 0.07% on November 12, indicating a slight decline in the overall market sentiment for convertible bonds [1] Group 1: Market Performance - Dongshi Convertible Bond rose nearly 10%, showing strong investor interest and positive market sentiment [1] - Yonggui Convertible Bond increased by 8.8%, reflecting a favorable performance among certain convertible bonds [1] - Zhenhua Convertible Bond fell by 4.7%, indicating a negative trend for this specific bond [1] - Tianci Convertible Bond decreased by 3.8%, suggesting a decline in investor confidence for this bond [1]

Group 1 - XinHua Convertible Bonds and DaYuan Convertible Bonds increased by over 5% [1] - YongGui Convertible Bonds rose by 4% [1] - TianYe Convertible Bonds saw an increase of nearly 3% [1] - HaiTai Convertible Bonds declined by over 1% [1]

Group 1 - The controlling shareholder and actual controller of Juisailong plan to reduce their holdings by no more than 3% of the company's shares [1] - The company has experienced a significant decline in revenue across various business segments due to macroeconomic adjustments and government budget reductions, leading to a notable decrease in gross profit margins [1] - As of the end of 2024, the company's asset structure has not changed significantly, but there is a high provision for bad debts in accounts receivable, indicating potential recovery risks [1] Group 2 - The credit rating of Gongtong Convertible Bond has been downgraded to A due to declining product prices and increased production costs, resulting in a loss in total profit [2] - The company has seen an increase in total debt, leading to a heavier debt burden, and operating cash flow has turned negative [2] - Other convertible bonds such as Yonggui, Keli, and Huahong have not been downgraded [2]

Group 1 - The company has decided not to adjust the conversion price of its convertible bonds, "Yonggui Convertible Bonds," despite triggering conditions for a downward adjustment [1][5] - The next period for potential adjustment will start from September 23, 2025, and the board will decide on any future adjustments based on relevant regulations [1][5] - The initial conversion price was set at 18.29 CNY per share, which was adjusted to 18.23 CNY per share effective from June 4, 2025 [2][5] Group 2 - The convertible bonds were issued on March 13, 2025, with a total face value of 980 million CNY and a maturity period of 6 years [1][2] - The conversion period for the bonds is from September 19, 2025, to March 12, 2031 [2] - The company has triggered the downward adjustment clause due to stock prices being below 85% of the conversion price for at least 15 trading days within a 30-day period [4][5]

Core Viewpoint - The company anticipates triggering the condition for a downward adjustment of the conversion price of its convertible bonds due to the stock price being below 85% of the current conversion price for 10 consecutive trading days [1][4]. Group 1: Convertible Bond Basic Information - The company issued a total of 980 million yuan (98,000 million) in convertible bonds on March 13, 2025, with a maturity of 6 years and an initial conversion price of 18.29 yuan per share [1][2]. - The conversion period for the bonds is from September 19, 2025, to March 12, 2031 [2]. Group 2: Conversion Price Adjustment Conditions - The conversion price can be adjusted downward if the stock price is below 85% of the current conversion price for at least 15 out of 30 consecutive trading days [3][4]. - The adjusted conversion price must not be lower than the average trading price of the stock for the 20 trading days prior to the shareholders' meeting [3]. Group 3: Anticipated Trigger for Price Adjustment - From April 29, 2025, to June 13, 2025, the company's stock price has been below 15.50 yuan per share, which is 85% of the current conversion price, indicating a likely trigger for the price adjustment [4][5]. - If the adjustment condition is triggered, the board of directors will propose a downward adjustment plan to be voted on at the shareholders' meeting [4].