登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002442 证券简称：龙星科技 公告编号：2026-003 债券代码：127105 债券简称：龙星转债 龙星科技集团股份有限公司 关于"龙星转债"2026年付息的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或者重大 遗漏。 特别提示： 1、"龙星转债"将于2026年2月2日按面值支付第二年利息，每10张"龙星转债"（面值100元/张）利息为 人民币4.00元（含税） 2、债权登记日：2026年1月30日（星期五） 3、除息日：2026年2月2日（星期一） 4、付息日：2026年2月2日（星期一） 5、"龙星转债"票面利率：第一年0.20%、第二年0.40%、第三年0.80%、第四年1.50%、第五年2.00%、 第六年2.50% 6、本次付息期间及票面利率：计息期间为2025年2月1日至2026年1月31日，票面利率为0.40% 7、"龙星转债"本次付息的债权登记日为2026年1月30日，凡在2026年1月30日前（含当日）买入并持有 本期债券的投资者享有本次派发的利息；2026年1月30日卖出本期债券的 ...

Company Overview - Longxing Technology Group Co., Ltd. was established in January 1994 and is headquartered in Shijiazhuang, Hebei Province, specializing in the production of rubber carbon black with over 20 types of products [2] - The company emphasizes technological research and development, energy conservation, environmental protection, and clean production, adhering to the principles of high quality, green, and safety [2] - Longxing's products are sold domestically and internationally, including North America, Europe, and Southeast Asia, with major clients such as Michelin, Goodyear, Hankook, and Bridgestone [2] Financial Performance - For the first quarter of 2025, Longxing Technology achieved a revenue of 1.061 billion yuan, representing a year-on-year increase of 6.04% [2] - The net profit attributable to shareholders was 28.5812 million yuan, up 5.1% year-on-year, while the net profit excluding non-recurring items was 28.4952 million yuan, increasing by 5.65% [2] Market Activity - On August 28, Longxing's convertible bonds fell by 2.01% to 128.949 yuan per bond, with a trading volume of 50.6524 million yuan and a conversion premium of 17.93% [1] - The convertible bonds have a credit rating of "AA-" and a maturity of 6 years, with a conversion price set at 5.8 yuan, starting from August 7, 2024 [1] - The bond's coupon rates are structured to increase over the years, starting at 0.20% in the first year and reaching 2.50% in the sixth year [1] Shareholder Structure - As of March 2025, the concentration of shares among the top ten shareholders is relatively dispersed, with their combined holdings accounting for 48.5% [2] - The top ten circulating shareholders hold a total of 49.95%, with approximately 29,990 shareholders and an average holding of 16,290 shares per person, amounting to an average investment of 101,800 yuan [2]

Group 1 - The report identifies a significant increase in the number of new convertible bonds listed recently, leading to heightened market attention towards new issuances [7][8] - Convertible bonds are categorized into four main types: white horse, value, small market cap, and balanced, each exhibiting distinct pricing characteristics and investment opportunities, necessitating differentiated strategies for new issuances [7][26] Group 2 - White horse convertible bonds are characterized by high initial valuations and a generally high conversion premium, indicating a low investment cost-effectiveness. The report advises against participating in new issuances or buying on the first day due to systemic valuation risks [7][12][26] - Value convertible bonds typically show low initial valuations, with some even trading below par. The report highlights that institutional demand can drive prices upward post-initial trading, suggesting active participation in new issuances and buying during sell-offs for optimal risk-reward ratios [13][17][26] Group 3 - Small market cap convertible bonds exhibit significant price volatility due to limited liquidity, often leading to extreme pricing deviations from fundamentals. The report recommends avoiding high-price chasing and waiting for a price correction after 4-6 months for potential value recovery opportunities [21][27] - Balanced convertible bonds present relatively rational pricing and moderate volatility, with the report suggesting participation in new issuances and buying during initial sell-offs to achieve stable returns within 1-2 months [25][27]

Core Viewpoint - The company has completed the repurchase and cancellation of 21,000 restricted shares under the 2021 stock incentive plan, which represents 0.0042% of the total share capital before the repurchase, and the conversion price of the "Longxing Convertible Bonds" remains unchanged at 5.80 yuan per share [1][16][17] Summary by Sections Stock Repurchase and Cancellation - The repurchased shares were priced at 2.77 yuan per share, totaling 58,170 yuan, funded by the company's own resources [12][11] - The total share capital decreased from 503,284,269 shares to 503,263,269 shares following the cancellation [13][16] Approval Process - The 2021 stock incentive plan underwent necessary approval procedures, including reviews by the supervisory board and independent directors, confirming the legitimacy of the incentive objects and the fulfillment of granting conditions [2][3][5] Impact on Convertible Bonds - The repurchase of restricted shares does not lead to a change in the controlling shareholder or the actual controller of the company, and it does not materially affect the company's financial status or operational results [14] - The conversion price of the "Longxing Convertible Bonds" remains at 5.80 yuan per share after the repurchase, as the change in total share capital is minimal [16][15]

Group 1 - The company announced an adjustment to the conversion price of its convertible bonds, "Longxing Convertible Bonds," from RMB 5.92 per share to RMB 5.80 per share, effective from June 10, 2025 [1][4] - The adjustment is due to the company's 2024 annual profit distribution plan, which was approved by the shareholders' meeting on April 23, 2025, involving a cash dividend of RMB 1.2 per 10 shares [4] - The total number of shares for the dividend distribution is based on the existing total share capital of 503,303,081 shares, with the record date set for June 9, 2025, and the ex-dividend date on June 10, 2025 [4] Group 2 - The company issued a total of RMB 754,753,900 in convertible bonds on February 1, 2024, which began trading on the Shenzhen Stock Exchange on March 6, 2024 [1][2] - The adjustment of the conversion price follows specific formulas outlined in the company's bond issuance prospectus, which account for changes in share capital and dividend distributions [2][3] - Previous adjustments to the conversion price occurred in June 2024 and September 2024, reflecting changes in shareholder equity due to profit distributions and stock incentive plans [3]

Group 1 - The company approved a profit distribution plan at the annual shareholders' meeting, which includes a total cash dividend of 60,395,823 yuan, accounting for a certain percentage of the net profit attributable to the parent company for the year 2024 [1][2] - The profit distribution plan specifies a cash dividend of 1.2 yuan per 10 shares (before tax) for all shareholders, with different tax treatments for various types of investors [2][4] - The record date for the distribution is set for June 9, 2025, and the ex-dividend date is June 10, 2025 [2][4] Group 2 - The distribution will be based on the company's total share capital of 503,303,081 shares [2] - The company will adjust the total distribution amount if there are changes in the total share capital before the record date [1][2] - The company will bear all legal responsibilities if there are insufficient cash dividends due to a decrease in shares held by shareholders during the distribution application period [4]

Core Viewpoint - The company emphasizes the accuracy and completeness of its quarterly report, ensuring no false records or misleading statements are present [2][3]. Financial Data - The quarterly report has not been audited [3][8]. - There are no adjustments or restatements of previous accounting data required [3]. - The company does not have any non-recurring profit and loss items applicable [3]. Shareholder Information - The company has completed the issuance of convertible bonds to unspecified objects as planned, with all funds utilized for the project [5]. - The company has acquired 100% equity of Zhongyang (Chongqing) Carbon Black Co., Ltd., with the relevant approval and licensing completed [6]. Financial Statements - The company has prepared consolidated financial statements, including the balance sheet, income statement, and cash flow statement as of March 31, 2025 [7][8].