登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688401 证券简称：路维光电 公告编号：2026-003 转债代码：118056 转债简称：路维转债 深圳市路维光电股份有限公司 关于不提前赎回"路维转债"的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 深圳市路维光电股份有限公司（以下简称"公司"）股票自2025年12月17日至2026年1月8日期间，满足连 续三十个交易日中有十五个交易日的收盘价格不低于"路维转债"当期转股价格的130%（含130%，即 42.51元/股），已触发《深圳市路维光电股份有限公司向不特定对象发行可转换公司债券募集说明书》 （以下简称"《募集说明书》"）中规定的有条件赎回条款。 公司于2026年1月8日召开第五届董事会第二十四次会议，审议通过了《关于不提前赎回"路维转债"的议 案》，决定本次不行使"路维转债"的提前赎回权利，不提前赎回"路维转债"。 在未来3个月内（即2026年1月9日至2026年4月8日），如"路维转债"再次触发有条件赎回条款，公司均 不行 ...

（文章来源：证券日报） 证券日报网讯 1月8日，路维光电发布公告称，2025年12月17日至2026年1月8日，公司股票连续30个交 易日中有15个交易日收盘价不低于"路维转债"当期转股价格130%（42.51元/股），已触发有条件赎回条 款；公司2026年1月8日董事会决定本次不行使"路维转债"的提前赎回权利，不提前赎回"路维转债"。 ...

格隆汇1月8日丨路维光电(688401.SH)公布，公司股票自2025年12月17日至2026年1月8日期间，满足连 续三十个交易日中有十五个交易日的收盘价格不低于"路维转债"当期转股价格的130%(含130%，即 42.51元/股)，已触发《深圳市路维光电股份有限公司向不特定对象发行可转换公司债券募集说明书》中 规定的有条件赎回条款。 公司于2026年1月8日召开第五届董事会第二十四次会议，审议通过了《关于不提前赎回"路维转债"的议 案》，决定本次不行使"路维转债"的提前赎回权利，不提前赎回"路维转债"。 在未来3个月内(即2026年1月9日至2026年4月8日)，如"路维转债"再次触发有条件赎回条款，公司均不 行使提前赎回权利。在此之后以2026年4月9日为首个交易日重新计算，若再次触发有条件赎回条款，公 司董事会将再次召开会议决定是否行使"路维转债"的提前赎回权利。 ...

证券代码：688401 证券简称：路维光电 公告编号：2026-001 转债代码：118056 转债简称：路维转债 深圳市路维光电股份有限公司 可转债转股结果暨股份变动公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 累计转股情况：深圳市路维光电股份有限公司（以下简称"公司"）向不特定对象发行可转换公司债 券"路维转债"自2025年12月17日开始转股。2025年12月17日至2025年12月31日期间，"路维转债"累计已 有人民币482,000元转换为公司股票，累计转股数量为14,733股，占"路维转债"转股前公司已发行股份总 额的0.0076%。 未转股可转换公司债券情况：截至2025年12月31日，尚未转股的"路维转债"金额为人民币614,518,000 元，占"路维转债"发行总量的99.9216%。 本季度转股情况：2025年12月17日至2025年12月31日期间，"路维转债"合计转股金额为人民币482,000 元，累计转股数量为14,733股。 一、可转换公司债券发行上市概况 （一）可转换公 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688401 证券简称：路维光电 公告编号：2025-094 转债代码：118056 转债简称：路维转债 深圳市路维光电股份有限公司 关于"路维转债"预计满足赎回条件 的提示性公告 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、准确性和完整性依法承担法律责任。 根据《上海证券交易所上市公司自律监管指引第12号一一可转换公司债券》的有关规定，公司可能触发 可转换公司债券有条件赎回条款，现将相关情况公告如下： 一、可转换公司债券发行上市概况 （一）可转换公司债券发行情况 重要内容提示： 深圳市路维光电股份有限公司（以下简称"公司"）股票自2025年12月17日至2025年12月30日期间，已有 10个交易日的收盘价格不低于"路维转债"当期转股价格的130%（即42.51元/股），若未来连续20个交易 日内，仍有5个交易日公司股票的收盘价格不低于当期转股价的130%（含130%），将触发《深圳市路 维光电股份有限公司向不特定对象发行可转换公司债券募集说明书》（以下简称"《募集说明书》"）中 规定的有条 ...

Core Viewpoint - The China Convertible Bond Index rose by 0.43% to 492.48 points on December 25, indicating a positive trend in the convertible bond market [1] Group 1: Market Performance - The top gainers in the convertible bond market included: - Jia Mei Convertible Bond, up by 17.43% - Guanglian Convertible Bond, up by 11.67% - Zai 22 Convertible Bond, up by 11.51% - Tianjian Convertible Bond, up by 9.63% - Ruike Convertible Bond, up by 7.78% [1] - The top losers in the market were: - Huachen Convertible Bond, down by 3.76% - Lu Wei Convertible Bond, down by 2.04% - Ruida Convertible Bond, down by 1.76% - Yitian Convertible Bond, down by 1.75% - Huamao Convertible Bond, down by 1.61% [1]

Group 1: New Stock Offerings - 荃银高科 (300087) has a tender offer period from December 4, 2025, to January 5, 2026[1] - 天普股份 (605255) has a tender offer period from November 20, 2025, to December 19, 2025[1] Group 2: Delisting and Trading Alerts - *ST广道 (920680) has 14 trading days remaining until the last trading day[1] - 退市苏吴 (600200) has 12 trading days remaining until the last trading day[1] Group 3: Stock Performance Alerts - 赛微电子 (300456) reported severe abnormal fluctuations[1] - 梦天家居 (603216) has an announcement dated December 3, 2025, regarding stock performance[1] Group 4: Other Notable Stocks - 海欣食品 (002702) has an announcement dated December 10, 2025[1] - 海王生物 (000078) has an announcement dated December 8, 2025[1]

Core Points - The company, Shenzhen Luwei Optoelectronics Co., Ltd., is issuing convertible bonds named "Luwei Convertible Bonds" starting from December 17, 2025, which can be converted into company shares [2][3] - The total amount of the convertible bonds issued is RMB 615 million, with a net fundraising amount of RMB 607.16 million after deducting issuance costs [2][3] - Investors must meet the suitability requirements for Sci-Tech Innovation Board stock investors to convert their bonds into shares; otherwise, they will face risks of not being able to convert [4] Convertible Bond Issuance Overview - The company has received approval from the China Securities Regulatory Commission to issue convertible bonds worth RMB 615 million, with a maturity of 6 years and a face value of RMB 100 per bond [2] - A total of 6,150,000 bonds will be issued, and the bonds will be traded on the Shanghai Stock Exchange starting from July 10, 2025 [3] - The conversion period for the bonds will begin on December 17, 2025, and will last until June 10, 2031 [3] Investor Suitability Requirements - Investors who do not meet the suitability requirements for Sci-Tech Innovation Board stocks will not be able to convert their holdings of the convertible bonds into shares [4] - The company emphasizes the importance of understanding the risks associated with not meeting these suitability requirements [4] Additional Information - For more details on the "Luwei Convertible Bonds," investors can refer to the prospectus published on the Shanghai Stock Exchange website [6]

Group 1: Investment Rating - The report does not provide an overall investment rating for the bond industry. Group 2: Core Views - Market fluctuations have caused some disturbances to the liability side, but overall liability side stability remains acceptable. ETFs and "fixed income +" funds have seen small net outflows, but the pace has slowed compared to early September, and insurance funds still focus on allocation. [3][8] - In a volatile market, the operating strategies of public - offering institutions have diverged. Low - volatility strategy funds aiming for absolute returns may have reduced their allocations to high - price bonds and convertible bonds in general, while high - volatility tolerance products and relative return funds can increase allocations to some convertible bond issues with sufficient corrections and fundamental support. [3][9] - Different - priced convertible bonds have different performances and strategies. High - price convertible bonds have proven their upward logic, and for high - tolerance funds, holding is better than trading. Medium - price convertible bonds are the core of the "attack - and - defense" strategy, and bonds with reasonable price structures and catalytic expectations should be selected. The valuation of low - price (partial - debt) convertible bonds has reached an extreme level, and caution should be exercised. [2][3][9] - In October, investors are advised to pay attention to Shangyin Convertible Bond, Shouhua Convertible Bond, Jingke Convertible Bond, Kangtai Convertible Bond 2, Baolong Convertible Bond, Keshun Convertible Bond, Yingbo Convertible Bond, Huaya Convertible Bond, Wankai Convertible Bond, and Luwei Convertible Bond. [3][13] Group 3: Summary by Directory 1. Convertible Bond Weekly Thinking - The convertible bond market has shown limited adjustments and slight recoveries. In the past week, the ChinaBond Convertible Bond Index rose by about 1 percentage point, and the 100 - yuan premium rate also slightly recovered. [8] - The liability side of convertible bonds remains stable. Although there are small net outflows from some funds, the overall situation is improving, and insurance funds still focus on long - term allocation. [3][8] - Public - offering institutions' strategies have diverged. Low - volatility funds reduce positions, while high - volatility tolerance funds increase positions in some high - quality bonds. [3][9] - Different - priced convertible bonds have different characteristics and strategies. High - price bonds are suitable for holding, medium - price bonds need comprehensive screening, and partial - debt bonds should be treated with caution. [2][3][9] 2. Convertible Bond Market Tracking 2.1 Convertible Bond Market Conditions - Different convertible bond indexes have different performances in different time periods. For example, the Wind Convertible Bond Energy Index has a 0.14% increase in the past week, - 0.91% in the past two weeks, etc. [14] 2.2 Convertible Bond Issues - The report shows the top ten and bottom ten convertible bond issues in terms of price changes in the past week, but specific issue names are not provided in the text. [18] 2.3 Convertible Bond Valuations - The report presents the valuation trends of different types of convertible bonds (debt - type, balanced, and equity - type) through charts, but specific data analysis is not provided in the text. [21][26][28] 2.4 Convertible Bond Prices - The report shows the proportion trends of high - price convertible bonds and the median price trends of convertible bonds through charts, but specific data analysis is not provided in the text. [24][25][31]

Group 1 - The core viewpoint of the news highlights the performance and characteristics of Luwei Optical's convertible bonds, which have seen a price increase and a notable premium rate [1] - Luwei Optical has a credit rating of "AA-" for its convertible bonds, with a total maturity of 6 years and a structured interest rate that increases over time [1] - The convertible bond can be converted into common stock at a price of 32.7 yuan starting from December 17, 2025, indicating a strategic financial instrument for investors [1] Group 2 - Luwei Optical has focused on the research, production, and sales of photomasks, serving industries such as flat panel displays, semiconductors, touch screens, and circuit boards [2] - The company is the only domestic manufacturer capable of producing photomasks for all generations from G2.5 to G11, which positions it uniquely in the market [2] - For the first half of 2025, Luwei Optical reported a revenue of 544 million yuan, a year-on-year increase of 37.48%, and a net profit of 106.4 million yuan, reflecting a growth of 29.13% [2] - The concentration of shareholding is high, with the top ten shareholders holding 55.11% of the shares, indicating a strong control over the company [2]