Workflow
道通转债
icon
Search documents
银河证券每日晨报-20250708
Yin He Zheng Quan· 2025-07-08 03:20
2025 年 7 月 8 日 银河观点集萃 责任编辑 周颖 ☎:010-80927635 网: zhouying_yj@chinastock.com.cn 分析师登记编码:S0130511090001 要闻 每日晨报 截至 2025 年 6 月末,我国外汇储备规模为 33174 亿美元 www.chinastock.com.cn 证券研究报告 请务必阅读正文最后的中国银河证券股份有限公司免责声明 固收:估值不低、结构性仍有空间,关注主线切换——7月转债策略展望。转 ● 债策略展望:保持仓位,关注行业景气扩散及政策拉动标的。综合考虑1)仓 位方面,尽管转债市场估值不便宜,但整体偏权市场尚未关注到风偏显著回落 的线索,因而建议稳健中性配置;2)基本面维度,偏好景气有改善的行业转 债标的,如有色、机械、农业、计算机等;3)主题维度,关注可能受益于政 治局会议政策拉动的消费、高新制造,供给侧改革推进电新、汽车等行业标的; 4)风险上,关注行业层面估值偏高对个券的扰动、可能受中美贸易政策变化 的标的。具体配置策略见正文。7月推荐转债组合包括国投转债、燃 23 转债、 青农转债、兴业转债、金铜转债、松原转债、安集转债、道 ...
道通科技: 中信证券股份有限公司关于深圳市道通科技股份有限公司不提前赎回“道通转债”的核查意见
Zheng Quan Zhi Xing· 2025-07-01 16:40
中信证券股份有限公司 关于深圳市道通科技股份有限公司 不提前赎回"道通转债"的核查意见 中信证券股份有限公司(以下简称"中信证券"或"保荐人")作为深圳市 道通科技股份有限公司(以下简称"道通科技"或"公司")2022 年科创板向不 特定对象发行可转换公司债券的保荐人,根据《中华人民共和国公司法》《中华 人民共和国证券法》 《证券发行上市保荐业务管理办法》 《上海证券交易所科创板 《上海证券交易所上市公司自律监管指引第 12 号——可转换公司 股票上市规则》 债券》等法律法规及有关规定,对道通科技不提前赎回"道通转债"的事项进行 了核查,情况如下: 一、可转债发行上市概况 经中国证监会"证监许可〔2022〕852号"文核准,公司向不特定对象发行 可转换公司债券1,280.00万张,每张面值100元,发行总额128,000.00万元,该次 发行的可转换公司债券期限六年,自2022年7月8日至2028年7月7日。 经上交所"自律监管决定书〔2022〕201号"文同意,公司128,000.00万元可 转换公司债券于2022年7月28日起在上交所挂牌交易,债券简称"道通转债", 债券代码"118013"。 根据有关规 ...
道通科技: 道通科技关于不提前赎回“道通转债” 的公告
Zheng Quan Zhi Xing· 2025-07-01 16:40
Core Viewpoint - The company has decided not to exercise the early redemption rights for its convertible bonds, "道通转债," despite triggering the conditional redemption clause due to stock price performance [1][7]. Group 1: Conditional Redemption Clause - The conditional redemption clause was triggered as the company's stock price met the requirement of being at least 130% of the current conversion price (22.55 CNY/share), which is 29.32 CNY/share, for 15 out of 30 trading days from June 9, 2025, to July 1, 2025 [1][6]. - The company will not exercise the early redemption rights during the next six months (July 2, 2025, to January 1, 2026), even if the redemption clause is triggered again [2][7]. Group 2: Convertible Bond Issuance Overview - The company issued 12.8 million convertible bonds with a total value of 1.28 billion CNY, with a maturity period of six years from July 8, 2022, to July 7, 2028 [2]. - The initial conversion price was set at 34.73 CNY/share, which was adjusted to 34.71 CNY/share on August 16, 2023, and further adjusted to 34.32 CNY/share effective May 20, 2024, and then to 33.93 CNY/share effective September 9, 2024 [3][4]. Group 3: Company’s Decision on Redemption - The board of directors held a meeting on July 1, 2025, and resolved not to redeem the "道通转债" early, citing confidence in the company's future prospects and current market conditions [7]. - The decision aims to protect the interests of investors and reflects the company's assessment of its operational status [7]. Group 4: Shareholder Activity - There have been no transactions of "道通转债" by major shareholders, including the actual controller, within the six months prior to the triggering of the redemption conditions [7].