证券代码：301131 证券简称：聚赛龙 债券代码：123242 债券简称：赛龙转债 广州市聚赛龙工程塑料股份有限公司 投资者关系活动记录表 2、上游原材料成本与原油价格走势共振，请问公司是否采取相关 措施控制原材料价格波动对毛利的影响，比如通过原油期货合约对冲、 低价期囤货等方式？ 公司密切关注大宗商品价格波动情况，针对原材料价格波动风险， 采取了战略备货、灵活备货等多项措施。公司与供应商签订了长期供 货协议，通过稳定的合作关系保障原材料供应的同时避免因原材料价 格突发波动导致采购成本激增。公司目前不直接参与原油期货合约的 对冲操作。 3、2025 年前三季度，公司来自新能源汽车、AI 服务器、低空飞 行器客户的收入贡献如何？公司对 2025 年全年及未来 3 年来自这些新 兴领域的收入占比有何具体目标？ 公司产品主要下游领域为家电和汽车，其中汽车材料业务整体在 营收中占比超过 30%。在 AI 服务器和低空领域，公司仍处于技术储备 和市场拓展阶段，尚未形成规模性收入。总体而言，公司当前业务仍 集中在家电和汽车领域，现阶段新兴领域对营收不会造成重大影响。 未来公司将聚焦拓展新兴领域材料，加大研发投入、绑定头 ...

Core Points - The company, Jusalon, announced a temporary suspension of the conversion of its convertible bonds due to the implementation of its 2025 semi-annual equity distribution [1] - The suspension period for the convertible bonds (bond code: 123242; bond abbreviation: Jusalon Convertible Bonds) is from September 19, 2025, to the equity registration date of September 26, 2025 [1] - The conversion of the bonds will resume on the first trading day after the equity registration date, which is September 29, 2025 [1]

Core Viewpoint - The major shareholders of Guangzhou Jusa Long Engineering Plastics Co., Ltd. plan to reduce their holdings in the company, citing personal funding needs, while ensuring compliance with previous commitments regarding share transfers [1][2][6]. Shareholder Information - The controlling shareholders, including Mr. Hao Yuanzeng, Ms. Ren Ping, and Mr. Hao Jianxin, along with their concerted actions, hold a total of 22,830,136 shares, representing 47.77% of the company's total share capital [2][3]. - The breakdown of shareholdings is as follows: Mr. Hao Yuanzeng holds 11,587,668 shares (24.25%), Ms. Ren Ping holds 7,629,322 shares (15.96%), Mr. Hao Jianxin holds 2,042,371 shares (4.27%), and the concerted actions hold 1,570,775 shares combined [2][3]. Reduction Plan Details - The planned reduction includes a maximum of 477,931 shares (1.00%) through centralized bidding and 955,862 shares (2.00%) through block trading within three months after the announcement, starting from 15 trading days post-announcement [1][2][3]. - The reduction period is set from September 29, 2025, to December 28, 2025, with specific adherence to trading regulations and potential adjustments based on market conditions [3][4]. Price and Compliance - The minimum reduction price is set at 28.52 CNY per share, adjusted from the initial public offering price of 30 CNY, with further adjustments possible due to corporate actions like dividends or stock splits [3][4]. - The shareholders have committed to adhering to regulations regarding share transfers, including a commitment not to transfer shares for 36 months post-IPO and to maintain a minimum price for any shares sold during the lock-up period [5][6]. Commitment and Compliance Status - The shareholders have confirmed that they have complied with all previous commitments regarding shareholding and reduction plans, ensuring that the current reduction plan aligns with previously disclosed intentions [6][8].

Group 1 - The company, 聚赛龙, specializes in modified general plastics, modified engineering plastics, and modified special engineering plastics, and is recognized as a national high-tech enterprise and a national specialized and innovative small giant enterprise [2] - 聚赛龙 was established in 1998 and listed on the Shenzhen Stock Exchange's ChiNext board in March 2022, with the stock code 301131 [2] - The company has two major production bases located in East and South China, and its core products have received UL and CQC certifications [2] Group 2 - For the period from January to March 2025, 聚赛龙 reported an operating income of 360.3 million yuan, a year-on-year increase of 5.76%, and a net profit attributable to shareholders of 15.8 million yuan, up 9.32% year-on-year [2] - The company's net profit excluding non-recurring gains and losses was 15.59 million yuan, reflecting a year-on-year increase of 13.75% [2] - As of May 2025, 聚赛龙 has a highly concentrated shareholder structure, with 10,130 shareholders and an average of 3,041 circulating shares per person, amounting to an average holding value of 138,000 yuan [2] Group 3 - The convertible bond, 赛龙转债, experienced a decline of 2.02%, trading at 156.958 yuan per bond, with a transaction volume of 89.88 million yuan and a conversion premium rate of 9.51% [1] - The bond has a credit rating of "A+" and a maturity period of 6 years, with interest rates increasing from 0.30% in the first year to 2.80% in the sixth year [1] - The conversion price for the bond is set at 36.4 yuan, with the conversion period starting on January 13, 2025 [1]

Group 1 - The Zhongzheng Convertible Bond Index rose by 0.75% to 485.73 points on August 21 [1] - Notable gainers included Dongshi Convertible Bond, Shuiyang Convertible Bond, Dayuan Convertible Bond, Sailong Convertible Bond, and Yirui Convertible Bond, with increases of 20.00%, 11.18%, 9.89%, 8.02%, and 7.47% respectively [1] - Significant decliners included Chongda Convertible Bond 2, Jintian Convertible Bond, Jinlun Convertible Bond, Linuo Convertible Bond, and Borui Convertible Bond, with decreases of 6.55%, 5.42%, 4.50%, 3.74%, and 3.38% respectively [1]

Core Viewpoint - The company, Juisailong, announced that its board of directors has approved a resolution not to redeem the "Sailong Convertible Bonds" in the third meeting of the fourth board session [2] Group 1 - The board's decision reflects a strategic choice regarding the management of its convertible bonds [2] - The announcement was made on the evening of August 20 [2]

Group 1 - The core viewpoint of the article highlights the significant financial performance of Muyuan Foods, reporting a net profit of 10.53 billion yuan in the first half of the year, representing a year-on-year increase of 1169.77% [1] - ST Zhongzhuang has received a court decision and appointed a restructuring manager, leading to the resumption of trading for its stocks and convertible bonds [1] - Several convertible bonds, including Yirui, Sailong, and Dongfeng, have announced that they will not be forcibly redeemed [1][2] Group 2 - The article provides a detailed table of convertible bonds, including their current prices, redemption prices, last trading dates, last conversion dates, conversion values, remaining scales, and the proportion of convertible bonds to the underlying stocks [4][6] - Specific convertible bonds such as Dayu, Puna, and Guanda are listed with their respective current prices and conversion values, indicating their market performance and potential investment opportunities [4][6]

Group 1 - The company announced that it will not exercise the early redemption rights for the "Sailong Convertible Bonds" during the upcoming three months from August 21, 2025, to November 20, 2025 [1] - The board of directors will reconvene to decide on the early redemption rights if the conditional redemption clauses for the "Sailong Convertible Bonds" are triggered again after November 20, 2025 [1]

Group 1 - The company, 聚赛龙, specializes in modified general plastics, modified engineering plastics, and modified specialty engineering plastics, and is recognized as a national high-tech enterprise and a national specialized and innovative small giant enterprise [2] - 聚赛龙 was established in 1998 and listed on the Shenzhen Stock Exchange's ChiNext board in March 2022, with the stock code 301131 [2] - The company has two major production bases located in East China and South China, and its core products have received UL and CQC certifications [2] Group 2 - For the period from January to March 2025, 聚赛龙 reported a revenue of 360.3 million yuan, representing a year-on-year increase of 5.76%, and a net profit attributable to shareholders of 15.8 million yuan, up 9.32% year-on-year [2] - The company's net profit excluding non-recurring items was 15.6 million yuan, reflecting a year-on-year increase of 13.75% [2] - As of May 2025, 聚赛龙 has a highly concentrated shareholder structure, with 10,130 shareholders and an average of 3,041 circulating shares per person, amounting to an average holding value of 138,000 yuan [2] Group 3 - The convertible bond, 赛龙转债, increased by 2.0% to 154.102 yuan per bond, with a trading volume of 147 million yuan and a conversion premium of 2.42% [1] - The bond has a credit rating of "A+" and a maturity of six years, with interest rates increasing from 0.30% in the first year to 2.80% in the sixth year [1] - The conversion price for the bond is set at 36.4 yuan, with the conversion period starting on January 13, 2025 [1]

Group 1 - The company, 聚赛龙, specializes in modified general plastics, modified engineering plastics, and modified specialty engineering plastics, and is recognized as a national high-tech enterprise and a national specialized and innovative small giant enterprise [2] - 聚赛龙 was established in 1998 and listed on the Shenzhen Stock Exchange's Growth Enterprise Market in March 2022, with the stock code 301131 [2] - The company has two major production bases located in East and South China, and its core products have received UL and CQC certifications [2] Group 2 - For the period from January to March 2025, 聚赛龙 reported a revenue of 360.3 million yuan, representing a year-on-year increase of 5.76%, and a net profit attributable to shareholders of 15.8 million yuan, up 9.32% year-on-year [2] - The company's net profit excluding non-recurring items was 15.6 million yuan, reflecting a year-on-year increase of 13.75% [2] - As of May 2025, 聚赛龙 has a highly concentrated shareholder structure, with 10,130 shareholders and an average of 3,041 circulating shares per person, amounting to an average holding value of 138,000 yuan [2]