嘉元转债：提议下修 交建转债：强赎 煜邦电力：控股股东及实控人拟减持不超3%公司股份 泰瑞机器：实控人拟减持不超2.95%公司股份 欧陆通：控股股东及实控人拟减持不超1.74%公司股份 | 转债代码 | 转债名称 | 类型 | 日期 | 公告 | | --- | --- | --- | --- | --- | | 127052 | 西子转债 | 强陵 | 2025-08-29 | 公告 | | 127030 | 盛虹转债 | 不下修 | 2025-08-29 | 公告 | | 128132 | 交建转债 | 強赎 | 2025-08-29 | 公告 | | 127067 | 恒逸转2 | 不下修 | 2025-08-29 | 公告 | | 118000 | 嘉元转债 | 提议下修 | 2025-08-29 | 公告 | | 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 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 根据《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》的规定，现将相关情况公告 如下： 一、可转债发行上市概况 经中国证券监督管理委员会(以下简称"中国证监会")《关于核准江苏东方盛虹股份有限公司公开发行可 转换公司债券的批复》（证监许可〔2021〕512号）核准，公司于2021年3月22日公开发行了5,000.00万 张可转换公司债券，每张面值100元，发行总额500,000.00万元，期限6年。经深圳证券交易所同意，本 次发行的可转债已于2021年4月21日起在深圳证券交易所挂牌交易，债券简称"盛虹转债"，债券代 码"127030"。 根据有关规定和《募集说明书》的约定，"盛虹转债"转股起止日期自可转债发行结束之日（2021年3月 26日）满六个月后的第一个交易日（2021年9月27日）起至可转债到期日（2027年3月21日）止（如该日 为法定节假日或休息日，则顺延至下一个交易日）。 二、可转债转股价格向下修正条款 《募集说明书》关于"盛虹转债" ...

股票代码：000301 股票简称：东方盛虹 公告编号：2025-062 江苏东方盛虹股份有限公司（以下简称"公司"）第九届监事会第十七次会 议于 2025 年 8 月 5 日以专人送出、传真或电子邮件形式发出会议通知，并于 2025 年 8 月 8 日以通讯表决方式召开。本次监事会会议应出席监事 5 人，实际出席监 事 5 人，公司高级管理人员列席本次会议。 本次监事会会议的召开符合有关法律、行政法规、部门规章、规范性文件和 公司章程的规定。 二、监事会会议审议情况 易的议案》 表决结果：同意 3 票，反对 0 票，弃权 0 票。基于谨慎性原则，监事井道权 先生、杨方斌先生回避本次表决。 债券代码：127030 债券简称：盛虹转债 江苏东方盛虹股份有限公司 本公司及监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。 一、监事会会议召开情况 《关于控股股东及关联方为公司及子公司提供借款暨关联交易的公告》（公 告编号：2025-063）同时在《证券时报》《中国证券报》《上海证券报》及巨潮 资讯网（http://www.cninfo.com.cn）上披露。 三、备查文件 特此公 ...

Core Points - Jiangsu Dongfang Shenghong Co., Ltd. announced the status of its convertible bonds and stock changes for the second quarter of 2025 [1][2][3][4][5][6] Convertible Bond Issuance Overview - The company issued 50 million convertible bonds with a total value of 5 billion yuan, which began trading on April 21, 2021 [1] - The initial conversion price was set at 14.20 yuan per share [2] Conversion Price Adjustments - The conversion price has been adjusted multiple times due to dividend distributions and additional share issuances: - From 14.20 yuan to 14.10 yuan on June 18, 2021 [2] - From 14.10 yuan to 13.53 yuan on January 27, 2022 [2] - From 13.53 yuan to 13.38 yuan on May 27, 2022 [3] - From 13.38 yuan to 13.46 yuan on July 20, 2022 [3] - From 13.46 yuan to 13.41 yuan on December 28, 2022 [4] - From 13.41 yuan to 13.31 yuan on May 22, 2023 [5] - From 13.31 yuan to 13.21 yuan on June 7, 2024 [5] Convertible Bond Conversion and Share Changes - As of June 30, 2025, there were 49,974,894 convertible bonds remaining, with a total remaining value of approximately 4.997 billion yuan [5] - The total share capital increased from 6,611,222,758 shares to 6,611,227,974 shares, reflecting an increase of 5,216 shares [5]

Group 1 - The core announcement is about the adjustment of the second phase of the share buyback plan by Jiangsu Shenghong Technology Co., Ltd. and its affiliates, aimed at incentivizing employees and protecting shareholder interests [1][2] - The second phase of the buyback plan was initially announced on March 11, 2022, and involved the purchase of 89,536,499 shares, representing 1.44% of the total share capital, with a total investment of 1.38 billion yuan [1][2] - The duration of the second phase buyback plan has been extended from 36 months to 60 months, allowing for early termination if the assets held are all monetary funds [2]

Core Viewpoint - Jiangsu Dongfang Shenghong Co., Ltd. maintains a stable credit rating of AA+ for its main entity and its convertible bonds, reflecting its strong operational capabilities and industry position despite facing cyclical challenges in the petrochemical sector [1][3][4]. Company Overview - Jiangsu Dongfang Shenghong is a private integrated refining and chemical enterprise, having established a complete industrial chain from crude oil to polyester new materials by the end of 2022 [3][8]. - The company has a crude oil processing capacity of 16 million tons per year and operates the largest atmospheric distillation unit in China [8][16]. Financial Performance - In 2024, the company is expected to experience a decline in profitability due to falling product prices and narrowing processing margins, resulting in a projected loss of CNY 3.714 billion [3][7]. - The company's total revenue for 2024 is forecasted to decrease to CNY 137.675 billion, down from CNY 140.440 billion in 2023 [7][22]. Debt and Financial Risks - The company has a significant debt burden, with total liabilities reaching CNY 1,450.63 billion by 2024, and a debt-to-asset ratio of 81.66% [7][8]. - Short-term debt is increasing rapidly, with projections of CNY 732.51 billion by 2024, complicating efforts to reduce leverage [7][8]. Industry Context - The petrochemical and chemical fiber industries are experiencing cyclical fluctuations, with oversupply in certain segments such as refining and PTA [4][8]. - The overall industry is characterized by a trend of increasing production capacity while facing declining prices for raw materials and finished products [4][8]. Competitive Advantages - The company benefits from a high degree of product diversification and flexibility in production, allowing it to adjust output based on market demand [8][16]. - The integration of refining and chemical production enhances operational efficiency and cost competitiveness, positioning the company favorably within the industry [8][16]. Future Outlook - The stable operation of the refining integration project is expected to positively impact cash flow, with operating cash inflow projected to reach CNY 104.75 billion in 2024, a 25.55% increase year-on-year [3][8]. - Future growth will depend on the successful execution of ongoing projects and the ability to manage financial risks associated with high leverage and market volatility [4][8].

Core Viewpoint - The company, Dongfang Shenghong, has experienced a decline in stock price but reported a 19% increase in net profit for Q1 2025, driven by low oil prices and recovering demand for downstream chemical products [2][5]. Performance Disclosure Highlights - In Q1 2025, the company's net profit increased by 19%, attributed to low oil prices supporting operational costs and a recovery in demand and prices for some downstream chemical products [2][5]. - The company anticipates that oil prices will continue to stabilize at current levels, benefiting raw material cost support [2]. - The company plans to dynamically optimize product structure, adjust pricing based on market trends, and improve inventory turnover to ensure stable development [2]. Institutional Research Highlights - During the performance briefing on May 20, the company emphasized its commitment to sustainable development in the petrochemical industry, focusing on safety, integrity, innovation, and excellence [3]. - The company is advancing its industrial chain towards high-end, digital, and low-carbon development, contributing to high-quality industry growth [3]. - In the renewable energy sector, the company has developed photovoltaic-grade EVA and POE, with a current EVA production capacity of 500,000 tons per year and a POE facility expected to be operational by 2025 [3]. - The company holds a leading position in EVA production capacity and market share, benefiting from economies of scale in production and a strong integrated supply chain for upstream raw materials [3]. Company Announcement Summary - The announcement regarding the "Shenghong Convertible Bond" buyback indicated that only 19 units were effectively submitted for buyback, amounting to 1,904.86 yuan, which will not materially affect the company's financial status or operational capabilities [4][5].

Group 1 - The company announced the repurchase of its convertible bonds, "盛虹转债," with a repurchase price of RMB 100.256 per bond, during the period from May 13 to May 19, 2025 [1][2] - The total valid repurchase amount for "盛虹转债" was 19 bonds, amounting to RMB 1,904.86, which will be processed by the designated account of the China Securities Depository and Clearing Corporation [1][2] - The repurchase will not have a substantial impact on the company's financial status, operating results, cash flow, or capital structure, and will not impair its debt servicing ability or ongoing viability [2] Group 2 - Unredeemed "盛虹转债" will continue to be traded on the Shenzhen Stock Exchange [2] - Relevant documents, including the repurchase summary and payment notification from the China Securities Depository and Clearing Corporation, are available for review [2]

Core Viewpoint - Jiangsu Dongfang Shenghong Co., Ltd. has issued convertible bonds, and due to the stock price being below the conversion price, the conditional redemption clause for the bonds has been activated [1][2]. Group 1: Convertible Bonds Issuance - The company issued 50 million convertible bonds with a total amount of 500 million yuan, each with a face value of 100 yuan, approved by the China Securities Regulatory Commission [1]. - The bonds were issued on March 22, 2021, and began trading on the Shenzhen Stock Exchange on April 21, 2021, with a conversion period from September 27, 2021, to March 21, 2027 [1]. Group 2: Redemption Clause Activation - From March 22, 2025, to May 8, 2025, the stock price has been below 70% of the conversion price (13.21 yuan/share) for 30 consecutive trading days, triggering the conditional redemption clause [2]. - The convertible bonds will suspend conversion starting May 13, 2025, for a period of five trading days until May 19, 2025, due to the activation of the redemption clause [2].

Core Viewpoint - Jiangsu Dongfang Shenghong Co., Ltd. has announced the conditional repurchase of its convertible bonds, "Shenghong Convertible Bonds," due to the stock price being below 70% of the conversion price for 30 consecutive trading days, triggering the repurchase rights for bondholders [2][3]. Summary by Sections Repurchase Conditions - The repurchase price is set at 100.256 CNY per bond (including interest and tax) [2][6]. - The repurchase condition was triggered on May 8, 2025, with the repurchase application period from May 13 to May 19, 2025 [2][10]. - The issuer will receive funds on May 22, 2025, and the repurchase payment will be made to investors by May 26, 2025 [2][10]. Interest Calculation - The interest for the current period is calculated as 0.256 CNY per bond, based on a coupon rate of 1.8% for the fifth interest period [4][5]. - The total repurchase price includes this interest, leading to a final price of 100.256 CNY per bond [6]. Repurchase Rights - Bondholders have the right to sell back either part or all of their unconverted "Shenghong Convertible Bonds" [7]. - The repurchase is not mandatory, allowing bondholders to choose whether to exercise this right [7]. Repurchase Process - The company will publicly announce the repurchase details in compliance with the Shenzhen Stock Exchange regulations [8][9]. - During the repurchase application period, the bonds will continue to trade but will not be convertible [10].