资料显示，广州市聚赛龙工程塑料股份有限公司(以下简称"公司"或"聚赛龙")成立于1998年,是专业从事 新材料领域改性通用塑料、改性工程塑料、改性特种工程塑料等高分子材料的国家级高新技术企业、国 家级专精特新小巨人企业。2022年3月在深交所创业板上市,股票简称:聚赛龙,股票代码:301131。聚赛龙 总部位于广州从化,在华东、华南建有两大生产基地。公司拥有通用改性塑料、改性工程塑料、功能高 分子材料、塑料合金等产品系列,核心产品通过了美国UL认证、CQC认证。 7月4日，赛龙转债盘中上涨2.07%报139.697元/张，成交额9833.91万元，转股溢价率13.73%。 资料显示，赛龙转债信用级别为"A+"，债券期限6年（第一年0.30%、第二年0.50%、第三年1.00%、第 四年1.70%、第五年2.30%、第六年2.80%），对应正股名称为聚赛龙，转股开始日为2025年1月13日， 转股价36.4元。 可转换债券简称可转债，是一种可以在特定时间、按特定条件转换为普通股票的特殊企业债券，兼具债 权和股权的特征。一般而言，持有人可按照发行时约定的价格将债券转换成公司的普通股票的债券。如 果债券持有人不想转 ...

Summary of Key Points Core Viewpoint - The announcement provides an update on the conversion of the "Sailong Convertible Bonds" into shares, detailing the bond issuance, conversion status, and changes in share capital of Guangzhou Jusa Long Engineering Plastics Co., Ltd. Group 1: Convertible Bond Issuance - The company issued 2,500,000 convertible bonds with a face value of RMB 100 each, raising a total of RMB 250 million [1][2] - The bonds were listed on the Shenzhen Stock Exchange on July 29, 2024, under the code "123242" [2] - The conversion period for the bonds started on January 12, 2025, and will end on July 7, 2030 [2] Group 2: Conversion and Share Changes - As of June 30, 2025, a total of RMB 450,700 of the "Sailong Convertible Bonds" has been converted into 12,230 shares, representing 0.0256% of the total shares before conversion [3] - In the second quarter of 2025, RMB 52,000 of the bonds were converted into 1,410 shares [3] - The total number of shares increased from 47,790,820 to 47,792,230 due to the conversion, with the proportion of unrestricted shares remaining at 64.44% [4] Group 3: Bond Conversion Price - The initial conversion price of the bonds was RMB 36.81 per share, which has been adjusted to RMB 36.40 per share following the company's equity distribution [2]

Core Viewpoint - The report outlines the issuance of convertible bonds by Guangzhou Jusa Long Engineering Plastics Co., Ltd., detailing the terms, conditions, and implications for bondholders [1][2][16]. Group 1: Issuance Details - The company is issuing 2,500,000 convertible bonds with a face value of RMB 100 each, raising a total of RMB 250 million [2][3]. - The net proceeds after issuance costs amount to RMB 242,669,687.67 [2]. - The bonds will have a term of 6 years, with interest rates increasing from 0.30% in the first year to 2.80% in the sixth year [3][4]. Group 2: Bond Terms - The bonds will pay interest annually, with the first payment occurring one year after issuance [4][5]. - The initial conversion price is set at RMB 36.81 per share, subject to adjustments based on various corporate actions [5][6]. - The conversion period starts on January 12, 2025, and ends on July 7, 2030 [5][6]. Group 3: Redemption and Buyback Provisions - The company has the right to redeem the bonds at 115% of the face value plus accrued interest under certain conditions [9][10]. - Bondholders can sell back their bonds to the company if the stock price falls below 70% of the conversion price during the last two interest years [11][12]. Group 4: Use of Proceeds - The funds raised will be allocated to specific projects as outlined in the offering documents, with a total investment requirement of RMB 300.45 million [13][14]. - The company will self-fund any shortfall if the actual proceeds are less than the required amount [14]. Group 5: Impact on Shareholders - The bond issuance and subsequent conversion price adjustments will not adversely affect the company's operational capabilities or debt repayment ability [16]. - The company plans to distribute cash dividends totaling RMB 19,589,800, impacting the conversion price of the bonds [15][16].

Group 1 - The company, 聚赛龙, is a national high-tech enterprise specializing in modified general plastics, modified engineering plastics, and modified special engineering plastics [2] - 聚赛龙 was established in 1998 and listed on the Shenzhen Stock Exchange's Growth Enterprise Market in March 2022, with stock code 301131 [2] - The company has two major production bases located in East and South China [2] Group 2 - In the first quarter of 2025, 聚赛龙 achieved operating revenue of 360.3 million yuan, a year-on-year increase of 5.76% [2] - The net profit attributable to shareholders was 15.8 million yuan, reflecting a year-on-year increase of 9.32% [2] - The non-recurring net profit was 15.6 million yuan, showing a year-on-year increase of 13.75% [2] Group 3 - As of March 2025, the concentration of shares among the top ten shareholders is very high, accounting for 58.05% of total shares [2] - The top ten circulating shareholders hold a combined 35.11% of the circulating shares [2] - The number of shareholders is 8,168, with an average of 3,770 circulating shares and an average holding amount of 145,500 yuan per shareholder [2] Group 4 - The convertible bond, 赛龙转债, experienced a decline of 2.18%, trading at 138.901 yuan per bond with a transaction volume of 42.74 million yuan [1] - The bond has a credit rating of "A+" and a maturity period of 6 years, with varying interest rates from 0.30% to 2.80% over the years [1] - The conversion price for the bond is set at 36.81 yuan, with the conversion starting on January 13, 2025 [1]

中证转债指数开盘上涨0.02%，报421.40点。伟测转债、家联转债、赛龙转债、亿田转债、中旗转债涨 幅居前，分别涨25.00%、3.17%、2.83%、2.82%、2.82%。普利转债、红墙转债、上声转债、富春转 债、航宇转债跌幅居前，分别跌2.38%、1.34%、0.78%、0.62%、0.61%。 ...