【导读】300922，筹划重大资产重组 泰福泵业在公告中表示，本次交易预计构成重大资产重组。本次交易不涉及发行股份，不会导致上市公 司控股股东和实际控制人发生变更。 公告显示，本次重大资产重组实施完毕后，交易对方或与其存在关联关系的第三方，拟通过法律允许的 方式合法增持泰福泵业股份。 此外，本次交易完成后，不排除南洋华诚作为上市公司重要子公司，其核心管理人员将出任上市公司董 事或高级管理人员的可能。出于谨慎考虑，上市公司将本次交易认定为关联交易。本次筹划事项公司股 票不停牌。 公告显示，2025年7月9日，泰福泵业与南洋华诚股东邵雨田、冯江平和林富斌签署了《关于浙江南洋华 诚科技股份有限公司股权收购的意向协议》，拟以现金方式收购南洋华诚不低于51%的股份并取得南洋 华诚控股权，具体收购比例以正式协议约定为准。 交易完成后，南洋华诚将成为泰福泵业的控股子公司，纳入上市公司合并报表。 三季度可转债变动 同日，泰福泵业发布《关于2025年第三季度可转换公司债券转股情况的公告》称，"泰福转债"（债券代 码：123160）于2023年4月11日起可转换为上市公司股票，转股期至2028年9月27日，最新的转股价格为 19 ...

【导读】300922，筹划重大资产重组 见习记者 荧墨 10月9日，泰福泵业（300992.SZ）发布公告称，公司正在筹划以现金方式购买浙江南洋华 诚科技股份有限公司（以下简称南洋华诚）不低于51%的股份，并将取得标的公司的控股 权。 若交易完成，南洋华诚将成为上市公司的控股子公司。 实控人未变更 交易完成后，南洋华诚将成为泰福泵业的控股子公司，纳入上市公司合并报表。 三季度可转债变动 同日，泰福泵业发布《关于2025年第三季度可转换公司债券转股情况的公告》称，"泰福转 债"（债券代码：123160）于2023年4月11日起可转换为上市公司股票，转股期至2028年9 月27日，最新的转股价格为19.77元/股。 公告称，2025年第三季度，上市公司共有3.1601万张"泰福转债"完成转股（票面金额共计 316.01万元人民币），合计转成15.9799万股"泰福泵业"股票。 截至2025年第三季度末，上市公司剩余可转债张数为231.6694万张，剩余票面金额为 2.316694亿元人民币。 截至10月9日收盘，泰福泵业股价收报25.9元/股，总市值为24.69亿元。 编辑：格林 泰福泵业在公告中表示 ， 本次交 ...

Core Viewpoint - The China Convertible Bond Index experienced a decline of 0.17% on August 20, closing at 479.59 points, indicating a mixed performance in the convertible bond market [1] Group 1: Market Performance - The top five declining convertible bonds were Xinzhiyuan Convertible Bond, Mingdian Convertible Bond, Zhongqi Convertible Bond, Huahong Convertible Bond, and Taifu Convertible Bond, with declines of 6.75%, 5.01%, 4.91%, 4.74%, and 4.54% respectively [1] - Conversely, the top five gaining convertible bonds were Dongshi Convertible Bond, Songyuan Convertible Bond, Jinlun Convertible Bond, Jincopper Convertible Bond, and Tianjian Convertible Bond, with increases of 20.00%, 13.32%, 11.57%, 8.71%, and 6.13% respectively [1]

Group 1 - The article discusses the recent birth subsidy policy introduced by the government, highlighting that the amount of 300 yuan per month is considered insufficient by some individuals [1] - It mentions specific convertible bonds: Puna Convertible Bond is subject to strong redemption, Blue Fan Convertible Bond's board proposed a down adjustment, and Tai Fu Convertible Bond is not subject to strong redemption [1] - The article notes the listing of Zhongyin Zhongwai Warehouse Logistics REIT (508090) and the new stock subscription for Youli Intelligent on the Beijing Stock Exchange [1]

Core Viewpoint - Zhejiang Taifu Pump Industry Co., Ltd. is likely to trigger the conditional redemption clause of its convertible bonds due to its stock price performance, which has been above 130% of the conversion price for 10 trading days [1][6]. Group 1: Convertible Bond Issuance - The company issued 3,348,900 convertible bonds with a total value of RMB 334.89 million on September 28, 2022 [2]. - The initial conversion price was set at RMB 23.40 per share [2]. - The bonds were listed on the Shenzhen Stock Exchange on October 25, 2022, under the name "Taifu Convertible Bonds" with the code "123160" [2]. Group 2: Conversion Price Adjustments - The conversion price was adjusted downwards to RMB 19.89 per share following board resolutions in 2023 [3]. - After the annual profit distribution on June 9, 2023, the conversion price was further adjusted to RMB 19.82 per share [3]. - The conversion price was adjusted to RMB 19.84 per share after the cancellation of 688,000 restricted stocks on June 13, 2025 [4]. - As of the announcement date, the current conversion price stands at RMB 19.77 per share [5]. Group 3: Conditional Redemption Clause - The company has the right to redeem all or part of the unconverted bonds if the stock price remains above 130% of the conversion price for at least 15 out of 30 consecutive trading days [5][6]. - The company will convene a board meeting to decide on the redemption if the conditions are met [6].

Core Viewpoint - The company has announced adjustments to the conversion price of its convertible bonds, reflecting changes in shareholder equity and profit distribution plans [1][2][4]. Group 1: Convertible Bond Issuance - The company issued 3,348,900 convertible bonds with a total value of RMB 334.89 million on September 28, 2022, with a face value of RMB 100 each [1]. - The bonds began trading on the Shenzhen Stock Exchange on October 25, 2022, under the name "泰福转债" and code "123160" [1]. Group 2: Conversion Price Adjustment Mechanism - The conversion price will be adjusted based on various corporate actions such as stock dividends, capital increases, and cash dividends, using specified formulas [1][2]. - The adjusted conversion price will be announced on the Shenzhen Stock Exchange and other media, ensuring transparency for bondholders [2]. Group 3: Historical Adjustments - The conversion price was adjusted downwards to RMB 19.89 per share following board resolutions and was further adjusted to RMB 19.82 per share after the 2022 annual profit distribution [2][3]. - A subsequent adjustment occurred, raising the conversion price to RMB 19.84 per share after the repurchase and cancellation of restricted stock [4]. Group 4: Upcoming Adjustments - For the 2024 profit distribution plan, the company will distribute a cash dividend of RMB 0.75 per 10 shares, with adjustments made to maintain the distribution ratio if the total share capital changes [4][5]. - The conversion price will be further adjusted to RMB 19.77 per share effective from June 27, 2025, following the cash dividend distribution [5].