建龙微纳：终止筹划重大资产重组事项 天能转债：提议下修 三房转债：不下修 伟24转债：强赎 中天精装：参投企业2亿元设立半导体公司 中天精装公告，其通过中经芯玑参投的芯玑半导体，出资19980万元与长江云河、上海世禹共同设立长江半导体，后两者分别出资19980 万元、20040万元，分别持有长江半导体33.30%、33.30%和33.40%股权 南特科技：北交所新股【上市】 美股感恩节【休市】 | 转债代码 | 转债名称 | とかけく以重える目 类型 | 日期 | 公告 | | --- | --- | --- | --- | --- | | 111012 | 福新转债 | 不强赎 | 2025-11-27 | 公告 | | 113683 | 伟24转债 | 强赎 | 2025-11-27 | 公告 | | 110092 | 三房转债 | 不下修 | 2025-11-27 | 公告 | 福新转债：不强赎 关注集思录微信 特别提示 本文不构成任何投资建议，仅为信息分享。任何因本文导致的投资行为发生的亏损，本公众号及作者概不承担任何责任。 集思录(www.jisilu.cn)是一个以数据为本的投资理财社区，专注于新 ...

（文章来源：每日经济新闻） 每经AI快讯，11月21日，中证转债指数午盘下跌0.78%，报484.28点。其中，国城转债、大中转债、中 能转债、天赐转债、豫光转债跌幅居前，分别跌15.11%、14.51%、6.41%、6.09%和4.64%；福新转债、 东时转债、恒帅转债、亿田转债、润达转债涨幅居前，分别涨6.34%、5.80%、3.04%、1.64%和1.35%。 ...

（文章来源：证券日报） 证券日报网讯 11月19日晚间，福莱新材发布公告称，浙江福莱新材料股份有限公司（以下简称"公 司"）股票自2025年11月6日至2025年11月19日，已有10个交易日的收盘价格不低于"福新转债"当期转股 价格9.56元/股的130%（即12.43元/股）。若未来连续20个交易日内，公司股票有5个交易日的收盘价不 低于"福新转债"当期转股价格9.56元/股的130%（含12.43元/股），将会触发"福新转债"的有条件赎回条 款，届时公司根据《浙江福莱新材料股份有限公司公开发行可转换公司债券募集说明书》的约定，公司 董事会将有权决定是否按照债券面值加当期应计利息的价格赎回全部或部分未转股的"福新转债"。 ...

Group 1: New Stock Offerings - The tender offer for Shangwei New Materials (688585) is open from September 29, 2025, to October 28, 2025[1] - Huajian Group (600629) announced significant updates on October 22, 2025[1] - ST Dongyi (002713) reported on October 22, 2025, regarding its stock status[1] Group 2: Stock Volatility Alerts - Dayou Energy (600403) experienced severe abnormal fluctuations, with updates on October 22 and 23, 2025[1] - Multiple companies, including Tianpu Co. (605255) and Guangming Real Estate (600708), reported abnormal trading activities on October 23, 2025[1] - ST Nanzhi (002305) and ST Aowei (002231) are under scrutiny for unusual market behavior as of October 23, 2025[1]

Core Viewpoint - The announcement details the third notice regarding the optional repurchase of "Fuxin Convertible Bonds" by Zhejiang Fulei New Materials Co., Ltd, allowing bondholders to sell back their bonds at a specified price, contingent on certain conditions being met [2][6]. Summary by Sections Repurchase Terms and Price - The repurchase price is set at 100.95 RMB per bond, inclusive of interest [2][12]. - Bondholders have the option to sell back part or all of their unconverted bonds, and this repurchase is not mandatory [2][6]. Conditions for Repurchase - The additional repurchase clause is activated if there are significant changes in the implementation of the fundraising projects compared to the commitments made in the prospectus, as recognized by the China Securities Regulatory Commission [2][6]. Repurchase Period and Payment - The repurchase period is from October 20, 2025, to October 24, 2025 [4][12]. - The payment date for the repurchase funds is set for October 29, 2025 [4][9]. Interest Calculation - The interest for the current period is calculated to be 0.95 RMB per bond, based on a coupon rate of 1.20% and a calculation period of 289 days [5]. Trading During Repurchase Period - "Fuxin Convertible Bonds" will continue to trade during the repurchase period but will stop converting into shares [10]. - If the total face value of the bonds in circulation falls below 30 million RMB due to the repurchase, trading will still continue until the end of the repurchase period [10].

Core Points - Fule New Materials announced that holders of "Fuxin Convertible Bonds" can choose to sell part or all of their unconverted bonds, with the option being non-mandatory [2] - The repurchase price for the bonds is set at 100.95 RMB per bond, including the current interest [2] - As of the announcement date, the closing price of "Fuxin Convertible Bonds" was higher than the repurchase price, indicating that holders may incur losses if they choose to sell [2]

Core Viewpoint - The announcement details the second notice regarding the optional redemption of the "Fuxin Convertible Bonds" (福新转债), allowing bondholders to sell back their bonds at a specified price, contingent on certain conditions being met [2][6]. Summary by Sections Redemption Terms and Price - The redemption price is set at 100.95 RMB per bond, inclusive of interest [2][12]. - Bondholders have the option to redeem part or all of their unconverted bonds, and this redemption is not mandatory [2][6]. Conditions for Redemption - The additional redemption clause is activated if there are significant changes in the implementation of the fundraising projects compared to the commitments made in the prospectus, as recognized by the China Securities Regulatory Commission [2][6]. Interest Calculation - The interest for the current period is calculated using the formula: IA = B × i × t / 365, where IA is the accrued interest, B is the total face value of the bonds held, i is the annual coupon rate, and t is the number of days from the last interest payment to the redemption date [3][5]. Redemption Period and Payment - The redemption period is from October 20, 2025, to October 24, 2025, with the payment date for redeemed bonds set for October 29, 2025 [4][9]. - During the redemption period, the bonds will stop being convertible but will continue to trade [10]. Redemption Process - Bondholders must submit their redemption requests through the Shanghai Stock Exchange trading system during the specified period, and once confirmed, these requests cannot be revoked [7][8].

Core Viewpoint - Fule New Materials announced that holders of "Fuxin Convertible Bonds" can choose to sell their bonds at a price of 100.95 RMB per bond, including the current interest, which may lead to potential losses for investors if they opt for this buyback option [1] Summary by Relevant Sections - **Company Announcement** - Fule New Materials released an announcement regarding the buyback option for "Fuxin Convertible Bonds" [1] - The buyback price is set at 100.95 RMB per bond, which includes accrued interest [1] - **Market Context** - As of the last trading day before the announcement, the closing price of "Fuxin Convertible Bonds" was higher than the buyback price, indicating that bondholders may incur losses if they choose to sell [1]

Core Viewpoint - The China Convertible Bond Index experienced a decline of 0.26% on October 15, closing at 478.56 points, indicating a downward trend in the convertible bond market [1] Group 1: Market Performance - The top decliners in the market included Guanzhong Convertible Bond, Changji Convertible Bond, Huicheng Convertible Bond, Shima Convertible Bond, and Yongxi Convertible Bond, with declines of 7.04%, 5.37%, 5.01%, 4.74%, and 4.39% respectively [1] - Conversely, the top gainers were Saili Convertible Bond, Zhongchong Convertible Bond, Jingxing Convertible Bond, Shuiyang Convertible Bond, and Fuxin Convertible Bond, which saw increases of 9.99%, 5.69%, 5.62%, 5.51%, and 4.12% respectively [1]

Core Viewpoint - Fule New Materials announced that holders of "Fuxin Convertible Bonds" can choose to sell their bonds at a price of 100.95 RMB per bond, including the current interest, which may lead to potential losses for investors if they opt for this buyback option due to the current market price being higher [1] Summary by Relevant Sections - **Company Announcement** - Fule New Materials released a notice regarding the buyback option for "Fuxin Convertible Bonds" [1] - The buyback price is set at 100.95 RMB per bond, inclusive of interest [1] - **Market Context** - As of the last trading day before the announcement, the closing price of "Fuxin Convertible Bonds" was higher than the buyback price [1] - This discrepancy suggests that bondholders may incur losses if they choose to sell back their bonds at the stated price [1]