通光转债

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25日投资提示:嘉泽转债不强赎
集思录· 2025-09-24 14:35
Core Viewpoint - The article discusses recent announcements regarding convertible bonds, specifically highlighting that 嘉泽转债 will not be forcibly redeemed and 光力转债 will not undergo a price adjustment. Additionally, it mentions the listing of 新股 on the 北交所 [1][2]. Summary by Sections Convertible Bonds Announcements - 嘉泽转债 (Code: 113039) will not be forcibly redeemed as of September 25, 2025 [2]. - 光力转债 (Code: 123197) will not undergo a price adjustment as of September 24, 2025 [2]. Convertible Bonds Data - A table lists various convertible bonds with 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. Key data includes: - 东杰转债: Current price 288.000, conversion value 293.04, remaining scale 0.024 billion, proportion 0.02% [4]. - 海亮转债: Current price 131.600, conversion value 132.50, remaining scale 0.363 billion, proportion 0.13% [4]. - 华友转债: Current price 152.088, conversion value 152.43, remaining scale 0.509 billion, proportion 0.05% [4]. - 乙原转债: Current price 153.110, conversion value 154.13, remaining scale 0.474 billion, proportion 0.86% [4]. - Z泰转债: Current price 148.500, conversion value 149.77, remaining scale 0.592 billion, proportion 2.36% [4]. - 强联转债: Current price 175.360, conversion value 176.06, remaining scale 0.699 billion, proportion 0.61% [4]. - 永和转债: Current price 141.161, conversion value 142.07, remaining scale 2.464 billion, proportion 1.81% [4]. - 豪24转债: Current price 265.389, conversion value 261.93, remaining scale 1.788 billion, proportion 1.22% [4]. - 九洲转2: Current price 121.899, conversion value 121.88, remaining scale 1.058 billion, proportion 3.20% [4]. - 雪榕转债: Current price 144.661, conversion value 145.12, remaining scale 0.888 billion, proportion 2.77% [4]. - 领益转债: Current price 170.391, conversion value 171.19, remaining scale 6.506 billion, proportion 0.58% [4]. - 三羊转债: Current price 132.496, conversion value 131.47, remaining scale 1.418 billion, proportion 9.24% [4]. - 中辰转债: Current price 140.600, conversion value 138.26, remaining scale 1.023 billion, proportion 2.17% [4]. - 景兴转债: Current price 177.050, conversion value 178.47, remaining scale 3.302 billion, proportion 4.39% [4]. Additional Convertible Bonds Information - 金轮转债: Current price 119.211, redemption price 110.000, last trading date October 9, 2025, conversion value 119.34, remaining scale 1.453 billion, proportion 5.05% [6]. - 金能转债: Current price 109.900, redemption price 110.000, last trading date September 30, 2025, conversion value 93.10, remaining scale 9.559 billion, proportion 16.38% [6]. - 浦发转债: Current price 110.440, redemption price 110.000, last trading date October 22, 2025, conversion value 97.68, remaining scale 296.050 billion, proportion 7.83% [6]. - 天路转债: Current price 301.020, redemption price 110.000, last trading date October 22, 2025, conversion value 300.24, remaining scale 1.190 billion, proportion 0.71% [6]. - 通光转债: Current price 180.000, redemption price 113.000, last trading date October 29, 2025, conversion value 115.48, remaining scale 0.769 billion, proportion 1.84% [6].
通光线缆:关于通光转债即将到期及停止交易的第三次提示性公告
Zheng Quan Ri Bao· 2025-09-24 10:13
Core Viewpoint - Tongguang Cable announced that holders of "Tongguang Convertible Bonds" can convert their bonds into company stock during the specified period from October 30, 2025, to November 3, 2025, at a conversion price of 7.88 yuan per share [2] Summary by Category - **Company Announcement** - Tongguang Cable has issued a notice regarding the conversion of its convertible bonds, allowing bondholders to convert their bonds into shares under agreed conditions [2]
24日投资提示:中天火箭股东拟减持不超3%股份
集思录· 2025-09-23 14:14
Group 1 - The article discusses various convertible bonds, including strong redemption announcements and adjustments in terms of bond conditions [2][5] - Specific convertible bonds such as Jingxing Convertible Bond and Chunqiu Convertible Bond are subject to strong redemption, while Gongtong Convertible Bond will not undergo adjustments [5] - The article lists the current prices, redemption prices, last trading dates, and conversion values of several convertible bonds, indicating their market performance and potential investment opportunities [4][7] Group 2 - Shareholders of Zhongtian Rocket plan to reduce their holdings by no more than 3% of the company's shares, while Shennma Co. intends to repurchase shares worth 100 million to 200 million yuan [5] - The article highlights the upcoming subscription for Jin 25 Convertible Bond on September 26 [5] - It provides a detailed table of various convertible bonds, including their current prices, redemption prices, and market capitalization ratios, which can be useful for investors assessing their options [4][7]
通光线缆:关于通光转债即将到期及停止交易的第二次提示性公告
Zheng Quan Ri Bao Zhi Sheng· 2025-09-23 11:48
Group 1 - The core point of the announcement is that Tongguang Cable has declared that the "Tongguang Convertible Bonds" will be forcibly redeemed if not converted by the close of trading on November 3, 2025 [1] - Following the redemption, the "Tongguang Convertible Bonds" will be delisted from the Shenzhen Stock Exchange [1] - The company reminds bondholders to pay attention to the conversion period and to convert their bonds within the specified timeframe [1]
债市日报:8月1日
Xin Hua Cai Jing· 2025-08-01 08:02
Core Viewpoint - The bond market is experiencing a return to range consolidation with noticeable pullbacks in gains, while the monetary policy remains in a "comfortable zone" with balanced growth, exchange rates, prices, and financial risks [1][7]. Market Performance - The closing performance of government bond futures showed divergence, with the 30-year main contract down 0.07% at 119.040, and the 10-year main contract down 0.02% at 108.435 [2]. - The interbank major interest rate bonds exhibited mixed performance, with the 30-year government bond yield rising by 0.25 basis points, while the 10-year policy bank bond yield fell by 0.15 basis points [2]. International Bond Market - In North America, U.S. Treasury yields showed mixed results, with the 2-year yield rising by 1.24 basis points to 3.953% and the 10-year yield falling by 0.20 basis points to 4.366% [3]. - In Asia, Japanese bond yields declined across the board, with the 10-year yield down by 0.6 basis points to 1.549% [3]. - In the Eurozone, 10-year bond yields for France, Germany, Italy, and Spain all decreased, with the Spanish yield down by 1.7 basis points to 3.270% [3]. Primary Market - The Ministry of Finance reported weighted average winning yields for 2-year and 50-year government bonds at 1.3844% and 2.0187%, respectively, with bid-to-cover ratios of 3.26 and 5.42 [4]. - The Export-Import Bank's 2-year fixed-rate bond had a winning rate of 1.3746% with a bid-to-cover ratio of 3.24 [5]. Liquidity Conditions - The central bank conducted a 1260 billion yuan 7-day reverse repo operation at a rate of 1.40%, resulting in a net withdrawal of 663.3 billion yuan for the day [6]. - The Shibor short-term rates mostly declined, with the overnight rate down by 7.7 basis points to 1.315% [6]. Institutional Perspectives - According to China International Capital Corporation, the recent economic meeting downplayed real estate concerns and emphasized the prohibition of new hidden debts, indicating a potential weakening of fiscal support for economic growth in the second half of the year [7]. - Huatai Securities noted the importance of maintaining ample liquidity and promoting a reduction in comprehensive financing costs, with no strong expectations for rate cuts or reserve requirement ratio reductions [8].
中证转债指数午盘上涨0.06%
Mei Ri Jing Ji Xin Wen· 2025-08-01 06:09
Group 1 - The China Convertible Bond Index rose by 0.06% to 456.65 points on August 1 [1] - The Wind Convertible Bond Equal-weighted Index increased by 0.13% to 220.01 points [1] - Notable gainers included Dongjie Convertible Bond, Qizheng Convertible Bond, Tongguang Convertible Bond, Songlin Convertible Bond, and Saili Convertible Bond, with increases of 15.87%, 12.84%, 6.94%, 5.06%, and 4.33% respectively [1] Group 2 - Significant decliners included Yingji Convertible Bond, Jing23 Convertible Bond, Hongfeng Convertible Bond, Dayu Convertible Bond, and Huicheng Convertible Bond, with decreases of 15.35%, 5.17%, 4.90%, 4.28%, and 4.10% respectively [1]
中证转债开盘基本持平。通光转债涨近6%,奇正转债、微芯转债涨超4%,海亮转债涨近3%;应急转债涨超10%,宏丰转债涨超3%,景23转债涨2.5%。
news flash· 2025-08-01 01:29
Group 1 - The overall market for convertible bonds opened flat, indicating stability in the sector [1] - Tongguang Convertible Bond increased by nearly 6%, showing strong investor interest [1] - Qizheng Convertible Bond and Weichip Convertible Bond both rose over 4%, reflecting positive market sentiment [1] Group 2 - Hailiang Convertible Bond saw an increase of nearly 3%, contributing to the overall positive performance [1] - Emergency Convertible Bond surged over 10%, indicating significant demand [1] - Hongfeng Convertible Bond and Jing23 Convertible Bond rose by over 3% and 2.5% respectively, further highlighting the upward trend in the market [1]
通光线缆: 第六届董事会第十四次会议决议公告
Zheng Quan Zhi Xing· 2025-07-31 16:15
Core Viewpoint - Jiangsu Tongguang Electronic Cable Co., Ltd. has decided not to redeem its convertible bonds early, as the stock price has met the conditions for conditional redemption, but the company will not exercise this right until the maturity date of the bonds [1][2]. Summary by Sections Board Meeting - The sixth board meeting of Jiangsu Tongguang was held on July 31, 2025, with all seven directors present, complying with legal and regulatory requirements [1]. - The meeting was chaired by Chairman Zhang Zhong, and the agenda included the discussion and resolution of the early redemption of the convertible bonds [1]. Convertible Bonds - The company confirmed that from July 7, 2025, to July 31, 2025, the stock price has been above 130% of the conversion price of the convertible bonds (7.88 CNY/share), triggering the conditional redemption clause [1]. - The company has opted not to redeem the "Tongguang Convertible Bonds" early and plans to redeem them at maturity, which is set for November 3, 2025 [1].
通光线缆: 长城证券股份有限公司关于江苏通光电子线缆股份有限公司不提前赎回“通光转债”的核查意见
Zheng Quan Zhi Xing· 2025-07-31 16:15
Core Viewpoint - The company, Jiangsu Tongguang Electric Cable Co., Ltd., has decided not to exercise the early redemption rights of its convertible bonds, known as "Tongguang Convertible Bonds," after a thorough review by its board of directors and in consideration of current market conditions and the company's actual situation [5]. Summary by Sections Convertible Bond Basic Information - The total amount raised from the issuance of convertible bonds in 2019 was 297 million yuan, with a net amount of 286.972 million yuan after deducting issuance costs of 10.028 million yuan [1]. - The bonds were listed on the Shenzhen Stock Exchange on November 28, 2019, under the name "Tongguang Convertible Bonds" and the code "123034" [2]. - The conversion period for the bonds started six months after the issuance date, which was November 8, 2019, and will last until the maturity date [2]. Conversion Price Adjustment - The conversion price has been adjusted multiple times due to equity distribution, with the latest adjustment on July 19, 2023, changing the price from 7.91 yuan to 8.00 yuan per share [3]. - Future adjustments are scheduled, with the conversion price expected to decrease to 7.92 yuan on July 4, 2024, and further to 7.88 yuan on July 4, 2025 [3]. Conditional Redemption Terms and Triggering Conditions - The bonds have a conditional redemption clause that allows the company to redeem them if the stock price exceeds 130% of the conversion price for at least 15 trading days within a 30-day period [4]. - As of July 31, 2025, the stock price has met the condition for redemption, reaching 10.25 yuan, which is 130% of the conversion price of 7.88 yuan [4]. Reasons for Not Exercising Early Redemption - The board of directors held a meeting on July 31, 2025, and decided not to exercise the early redemption rights, considering market conditions and the company's situation [5]. - The company plans to redeem the bonds at maturity and delist them after the conversion period ends on November 3, 2025 [5]. Shareholder Trading Activity - There have been no transactions of "Tongguang Convertible Bonds" by major shareholders or executives in the six months prior to the redemption condition being met, and there are no plans for future reductions in holdings [5]. Sponsor's Opinion - The sponsor, Changcheng Securities, has reviewed the decision not to redeem the bonds early and found that the company followed necessary decision-making procedures and complied with relevant regulations [5].
通光线缆: 关于不提前赎回通光转债的提示性公告
Zheng Quan Zhi Xing· 2025-07-31 16:15
Core Viewpoint - The company has decided not to exercise the early redemption rights of its convertible bonds, "Tongguang Convertible Bonds," despite triggering the conditional redemption clause due to the stock price exceeding 130% of the conversion price for 15 trading days [1][6][8]. Group 1: Convertible Bond Details - The company issued 2.97 billion yuan worth of convertible bonds on November 4, 2019, with a face value of 100 yuan per bond [1][2]. - The initial conversion price was set at 7.98 yuan per share, which has been adjusted multiple times due to equity distribution plans, with the latest adjustment bringing it to 7.88 yuan per share [2][3][4][5]. - The conversion period for the bonds is from May 8, 2020, to November 3, 2025 [2]. Group 2: Redemption Clause and Conditions - The conditional redemption clause allows the company to redeem the bonds if the stock price remains above 130% of the conversion price for at least 15 trading days [5][6]. - As of July 31, 2025, the stock price was 10.82 yuan per share, meeting the condition for redemption [6][8]. Group 3: Board Decision and Future Plans - The company's board of directors held a meeting on July 31, 2025, and decided not to exercise the early redemption rights, planning to redeem the bonds at maturity instead [6][8]. - There are no current plans from major shareholders or executives to reduce their holdings in the convertible bonds in the next six months [7]. Group 4: Compliance and Verification - The underwriting institution has verified that the decision not to redeem the bonds early complies with relevant regulations and internal procedures [7].