登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603529 证券简称：爱玛科技 公告编号：2025-055 转债代码：113666 转债简称：爱玛转债 爱玛科技集团股份有限公司 关于2021年限制性股票激励计划 首次授予部分限制性股票回购注销实施公告 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、准确性和完整性承担法律责任。 重要内容提示： ● 回购注销原因：爱玛科技集团股份有限公司（以下简称"公司"）2021年限制性股票激励计划首次授予 部分1名激励对象因个人原因从公司离职，不再具备激励对象资格；1名激励对象因个人绩效考核"不达 标"，公司对其持有的已获授但尚未解除限售的限制性股票合计25,200股予以回购注销。 ● 本次注销股份的有关情况 ■ 一、本次限制性股票回购注销的决策与信息披露 2021年12月27日，公司召开2021年第三次临时股东大会，审议通过了《关于提请股东大会授权董事会办 理股权激励相关事宜的议案》。公司股东大会授权董事会在出现2021年限制性股票激励计划所列明的需 要回购注销激励对象尚未解除限售的限制性股票，办理该部分 ...

Report Summary 1) Report Industry Investment Rating The provided content does not mention the industry investment rating. 2) Core Viewpoints The report presents the top ten convertible bonds for August 2025, including their ratings, closing prices at the end of July, conversion premium rates, and P/E ratios of the underlying stocks. It also provides an overview of each issuing company, including business scope, financial performance, and key points [14][29]. 3) Summary by Company Zhongte Convertible Bond (AAA) - Company is a global leader in specialty steel manufacturing with a production capacity of about 20 million tons. It has a complete industrial chain and coastal - river production bases [14][15]. - In 2024, revenue was 109.203 billion yuan (down 4.22% year - on - year), and net profit was 5.126 billion yuan (down 10.41% year - on - year). In Q1 2025, revenue was 26.84 billion yuan (down 5.59% year - on - year), and net profit was 1.384 billion yuan (up 1.76% year - on - year) [14]. - Key points: It is one of the companies with the most complete product specifications in the global special steel industry, has leading cost - control capabilities, and has opportunities for external expansion [15]. Shanlu Convertible Bond (AAA) - Company focuses on road and bridge construction and maintenance, and has expanded into other fields. It has a comprehensive business and management system [29]. - In 2024, revenue was 71.348 billion yuan (down 2.3% year - on - year), and net profit was 2.322 billion yuan (up 1.47% year - on - year). In Q1 2025, revenue was 9.764 billion yuan (up 1.95% year - on - year), and net profit was 249 million yuan (up 1.89% year - on - year) [29]. - Key points: It has the concept of "China - specific valuation" due to state - owned control, has potential for improvement in its balance sheet and order volume, can benefit from infrastructure construction in Shandong Province, and is exploring the Belt and Road Initiative markets [30]. Hebang Convertible Bond (AA) - Company has advantages in resource reserves and has diversified into the chemical, agricultural, and photovoltaic industries, with a four - sector business layout [42]. - In 2024, revenue was 8.547 billion yuan (down 3.13% year - on - year), and net profit was 31 million yuan (down 97.55% year - on - year). In Q1 2025, revenue was 1.726 billion yuan (down 13.68% year - on - year), and net profit was 13 million yuan (down 57.99% year - on - year) [42]. - Key points: Its phosphate mines and salt mines are profitable, and its liquid methionine production is a major profit contributor [43]. Aima Convertible Bond (AA) - Company is a leading enterprise in the electric two - wheeler industry, with self - developed products sold through dealers [59]. - In 2024, revenue was 21.606 billion yuan (up 2.71% year - on - year), and net profit was 1.988 billion yuan (up 5.68% year - on - year). In Q1 2025, revenue was 6.232 billion yuan (up 25.82% year - on - year), and net profit was 605 million yuan (up 25.12% year - on - year) [59]. - Key points: The "trade - in" subsidy may continue, the implementation of the new national standard may bring policy dividends, and there is room for improvement in gross margin [60]. Xingye Convertible Bond (AAA) - Company is one of the first joint - stock commercial banks in China and has evolved into a modern financial service group [73]. - In 2024, revenue was 212.226 billion yuan (up 0.66% year - on - year), and net profit was 77.205 billion yuan (up 0.12% year - on - year). In Q1 2025, revenue was 55.683 billion yuan (down 3.58% year - on - year), and net profit was 23.796 billion yuan (down 2.22% year - on - year) [73]. - Key points: Net interest income is growing steadily, asset quality is stable, and the company's scale and customer base are expanding [74]. Youfa Convertible Bond (AA) - Company is the largest welded steel pipe enterprise in China, with a wide range of products used in multiple fields [87]. - In 2024, revenue was 54.822 billion yuan (down 10.01% year - on - year), and net profit was 425 million yuan (down 25.46% year - on - year). In Q1 2025, revenue was 11.402 billion yuan (up 6.06% year - on - year), and net profit was 133 million yuan (up 9680.17% year - on - year) [87]. - Key points: It has a national layout, is expanding overseas, and maintains a high dividend rate [88]. Chongyin Convertible Bond (AAA) - Company is a local joint - stock commercial bank in the upper reaches of the Yangtze River and Southwest China, with a wide range of business operations [102]. - In 2024, revenue was 13.679 billion yuan (up 3.54% year - on - year), and net profit was 5.117 billion yuan (up 3.8% year - on - year). In Q1 2025, revenue was 3.581 billion yuan (up 5.3% year - on - year), and net profit was 1.624 billion yuan (up 5.33% year - on - year) [102]. - Key points: It can benefit from the development of the Chengdu - Chongqing economic circle, its asset scale is growing, and it is actively marketing key industries [103]. Tianye Convertible Bond (AA+) - Company is a leading enterprise in the chlor - alkali chemical industry in Xinjiang, with an integrated circular economy industrial chain [116]. - In 2024, revenue was 11.156 billion yuan (down 2.7% year - on - year), and net profit was 68 million yuan (up 108.83% year - on - year). In Q1 2025, revenue was 2.417 billion yuan (up 8.17% year - on - year), and net profit was - 17 million yuan (up 89.97% year - on - year) [116]. - Key points: The cost of caustic soda production is relatively fixed, and the company plans to increase dividend frequency and has coal mine projects in progress [117]. Huayuan Convertible Bond (AA -) - Company focuses on building a complete vitamin D3 industrial chain and has expanded into other vitamin products [131]. - In 2024, revenue was 1.243 billion yuan (up 13.58% year - on - year), and net profit was 309 million yuan (up 60.76% year - on - year). In Q1 2025, revenue was 326 million yuan (down 1.18% year - on - year), and net profit was 97 million yuan (up 5.5% year - on - year) [131]. - Key points: Its NF - grade cholesterol and 25 - hydroxyvitamin D3 products are industry leaders, and it is expanding its product portfolio and has achievements in the pharmaceutical field [132]. Yushui Convertible Bond (AAA) - Company is the largest water supply and drainage enterprise in Chongqing, with a monopoly position in the local market [147]. - In 2024, revenue was 6.999 billion yuan (down 3.52% year - on - year), and net profit was 785 million yuan (down 27.88% year - on - year). In Q1 2025, revenue was 1.652 billion yuan (up 8.66% year - on - year), and net profit was 237 million yuan (up 28.91% year - on - year) [147]. - Key points: It has a high market share, is expanding its business outside Chongqing, and has achieved cost control through intelligent applications [148].

Core Viewpoint - The company announced an adjustment to the conversion price of its convertible bonds due to the repurchase and cancellation of certain restricted stocks, with the new conversion price set to take effect on July 8, 2025 [1][5][6] Summary by Relevant Sections Securities Trading Status - The company's securities will be suspended and resumed trading due to the adjustment of the conversion price of "Aima Convertible Bonds" [1] Conversion Price Adjustments - The previous conversion price was 38.20 CNY/share, which has been adjusted to 38.32 CNY/share [1][5] - The adjustment is based on the repurchase of 3,861,000 shares of restricted stock due to the failure to meet performance conditions [2][5] Convertible Bond Details - The company issued 20 million convertible bonds on February 23, 2023, with a total amount of 200 million CNY and a maturity period of 6 years [1] - The initial conversion price was set at 61.29 CNY/share, which has undergone several adjustments due to annual profit distributions [1][2] Adjustment Calculation - The adjustment formula used for the conversion price is P1 = (P0 + A × k) / (1 + k), where P0 is the previous conversion price, A is the repurchase price, and k is the repurchase rate [5] - The calculation resulted in the new conversion price of approximately 38.32 CNY/share [5]

Core Points - The company, Aima Technology Group Co., Ltd., has maintained its credit rating of "AA" with a stable outlook for both its corporate credit and the "Aima Convertible Bonds" [1][2] - The tracking credit rating report was issued by China Chengxin International Credit Rating Co., Ltd. on June 24, 2025, confirming no changes from the previous rating [2] Group 1 - Previous rating results indicated a corporate credit rating of "AA" and a stable outlook, with the same ratings confirmed in the latest report [1][2] - The tracking credit rating report for Aima Technology was disclosed on the Shanghai Stock Exchange website on the same day as the announcement [2]

Core Viewpoint - The company conducted a self-examination regarding insider trading related to its 2025 Restricted Stock Incentive Plan, confirming that most trading activities were based on independent market judgments and did not involve insider information [1][2][3][4] Group 1: Self-Examination Process - The company reviewed the trading activities of 18 individuals who had insider knowledge of the incentive plan during the self-examination period from November 24, 2024, to May 23, 2025 [2] - The examination was conducted in accordance with relevant regulations, ensuring confidentiality and proper registration of insider information [1][4] Group 2: Trading Activities - Out of the 18 individuals, 17 engaged in trading based on their own market assessments before being aware of the incentive plan details, indicating no misuse of insider information [2][3] - One individual, who was an incentive target, traded stocks after becoming aware of the incentive plan but had limited knowledge of its specifics, leading to a decision to revoke their eligibility for the incentive [3][4] Group 3: Compliance and Conclusion - The company adhered strictly to its information disclosure management and insider registration protocols during the planning of the incentive program [3][4] - The overall conclusion of the self-examination indicated no instances of insider trading among the majority of the individuals involved [2][4]

Core Points - The company announced a cash dividend of 0.592 yuan per share for A shares [1][2][3] - The dividend distribution will be based on the total share capital minus the shares held in the repurchase account [2][3] - The record date for the dividend is June 5, 2025, with the ex-dividend date also on June 6, 2025 [1][3] Dividend Distribution Details - The total share capital as of the announcement date is 861,716,052 shares, with 750,524 shares in the repurchase account not participating in the distribution [3][4] - The number of shares eligible for the dividend is 860,965,528 shares [3] - The cash dividend distribution will be calculated based on the eligible shares, resulting in a virtual distribution of approximately 0.5915 yuan per share [3] Tax Implications - For individual shareholders holding shares for over one year, the cash dividend is exempt from personal income tax, resulting in a net distribution of 0.592 yuan per share [4][5] - For shares held for less than one month, a 20% tax applies, reducing the effective dividend to 0.4736 yuan per share [5] - Qualified Foreign Institutional Investors (QFII) will have a 10% withholding tax, leading to a net dividend of 0.5328 yuan per share [6] Adjustments to Convertible Bonds - The conversion price of the company's convertible bonds will be adjusted due to the dividend distribution, changing from 38.79 yuan to 38.20 yuan per share [8][7] - The adjustments are in accordance with the company's regulations regarding equity distribution and convertible bonds [8]

Core Points - The company plans to distribute a cash dividend of 0.592 yuan per share for the fiscal year 2024, with a total cash dividend amount of approximately 795.53 million yuan, which represents 40.02% of the net profit attributable to ordinary shareholders [1][2]. Summary by Sections Dividend Distribution - The total cash dividend amount is set at 0.592 yuan per share, leading to a total distribution of 509.69 million yuan based on the total share count of 860,965,428 shares as of December 31, 2024 [1]. - The total cash dividend for the fiscal year, including the semi-annual distribution of 285.84 million yuan, amounts to 795.53 million yuan [1][2]. Adjustments Due to Share Changes - The adjustment in the total cash dividend is due to the conversion of convertible bonds, which increased the total share count to 861,716,052 shares, while maintaining the per-share distribution ratio [2]. - The company will not distribute dividends on shares held in the repurchase account, which do not participate in profit distribution [2].

Group 1 - The company plans to distribute a cash dividend of 0.592 yuan per share (including tax) to all shareholders based on the total share capital registered on the equity distribution record date [1][2] - The equity distribution plan was approved at the 2024 annual shareholders' meeting held on May 6, 2025 [2] - The company will adjust the conversion price of the "Aima Convertible Bonds" according to the terms of the bond issuance and relevant regulations after the implementation of the equity distribution plan [2] Group 2 - The "Aima Convertible Bonds" will suspend conversion from May 29, 2025, until the equity distribution record date, with resumption of conversion on the first trading day after the record date [2] - Holders of convertible bonds wishing to enjoy the equity distribution must convert their bonds by May 28, 2025 [2] - The company will disclose the implementation announcement of the 2024 annual equity distribution and the adjustment of the convertible bond conversion price on the Shanghai Stock Exchange website and designated information disclosure media on May 30, 2025 [2]