声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 截至9月30日，环旭电子股东户数4.15万，较上期减少22.37%；人均流通股53079股，较上期增加 29.08%。2025年1月-9月，环旭电子实现营业收入436.41亿元，同比减少0.83%；归母净利润12.63亿元， 同比减少2.60%。 1月30日，环旭电子涨10.00%，成交额18.06亿元。两融数据显示，当日环旭电子获融资买入额1.98亿 元，融资偿还2.72亿元，融资净买入-7457.92万元。截至1月30日，环旭电子融资融券余额合计9.69亿 元。 分红方面，环旭电子A股上市后累计派现59.33亿元。近三年，累计派现20.33亿元。 融资方面，环旭电子当日融资买入1.98亿元。当前融资余额9.55亿元，占流通市值的1.18%，融资余额 超过近一年90%分位水平，处于高位。 机构持仓方面，截止2025年9月30日，环旭电子十大流通股东中，香港中央结算有 ...

Core Viewpoint - Huanxu Electronics (601231) has seen a significant increase in stock price, reaching a near one-year high, with a total market capitalization of 80.943 billion yuan as of January 30, 2026 [1] Group 1: Stock Performance - As of January 30, 2026, Huanxu Electronics closed at 33.88 yuan, up 10.79% from the previous week's 30.58 yuan [1] - The stock reached a peak price of 33.88 yuan on January 29, 2026, marking its highest point in nearly a year [1] - The total market capitalization of Huanxu Electronics is 80.943 billion yuan, ranking 8th out of 90 in the consumer electronics sector and 240th out of 5,184 in the A-share market [1] Group 2: Convertible Bond Redemption - Huanxu Electronics announced the redemption of its "Huanxu Convertible Bonds" with a redemption price of 101.6323 yuan per bond, effective January 29, 2026 [2][3] - The last trading day for the bonds was January 23, 2026, and they will cease trading from January 26, 2026 [2] - A total of 4,072,000 yuan (40,720 bonds) were redeemed, with a total redemption amount of 4,138,466.01 yuan, including interest [3] Group 3: Share Capital Changes - As of the redemption registration date, a total of 3,445,928,000 yuan worth of convertible bonds were converted into 185,459,083 shares [3][4] - Following the redemption, the total share capital of Huanxu Electronics increased to 2,389,105,078 shares [3] Group 4: Credit Rating Update - China Chengxin International announced the termination of the credit rating for Huanxu Electronics due to the absence of outstanding bonds following the redemption [3][4]

Group 1 - The core point of the article is that Huanxu Electronics (601231) experienced a significant stock price increase of 10.0%, closing at 33.88 yuan, with a total market capitalization of 80.943 billion yuan as of January 30, 2026 [1] - The stock opened at 30.88 yuan, reached a high of 33.88 yuan, and a low of 30.5 yuan, with a trading volume of 1.806 billion yuan and a turnover rate of 2.33% [1] - China Chengxin International announced the termination of the credit rating for Huanxu Electronics and its "Huanxu Convertible Bonds" due to the bonds being delisted from the Shanghai Stock Exchange on January 29, 2026 [1] Group 2 - The announcement regarding the termination of the credit rating indicates that there are no outstanding bonds for Huanxu Electronics, and the rating results will no longer be updated from the date of the announcement [2]

China Chengxin International Credit Rating Co.,Ltd. [2026]052 中诚信国际关于终止环旭电子股份有限公司 主体和债项信用评级的公告 环旭电子股份有限公司（以下简称"环旭电子"或"公司"）于 2021 年 3 月 4 日发行了"环旭转债"，由中诚信国际信用评级有限责任公司（以下简称"中 诚信国际"）进行相关评级工作。2025 年 5 月 12 日，中诚信国际发布了《环旭 电子股份有限公司 2025 年度跟踪评级报告》，维持环旭电子主体信用等级为 AA+， 评级展望为稳定；维持"环旭转债"的信用等级为 AA+，有效期为受评债项的存 续期。 根据《环旭电子股份有限公司关于实施"环旭转债"赎回暨摘牌的第四次提 示性公告》及《环旭电子股份有限公司关于实施"环旭转债"赎回暨摘牌的最后 一次提示性公告》，自 2025 年 12 月 8 日起至 2026 年 1 月 7 日，公司股票已有 20 个交易日的收盘价不低于"环旭转债"当期转股价格 18.58 元/股的 130%（即 24.154 元/股）。根据公司《环旭电子股份有限公司公开发行可转换公司债券募集 说明书》的 ...

Group 1: Precious Metals Market - Spot gold first broke the $5500/oz mark, reaching nearly $5600/oz before dropping below $5200/oz [1] - The non-ferrous metals sector saw significant declines, with major companies like Zijin Mining and Luoyang Molybdenum falling over 8% and 9% respectively [1] - The performance of the non-ferrous metals sector pressured the Shanghai Composite Index and Shenzhen Component Index, while the ChiNext Index rose due to gains in key stocks like CATL and Sungrow [1] Group 2: Agricultural and Consumer Sectors - Some cyclical sectors showed strong performance, with agriculture and aquaculture sectors rising significantly, indicating a typical rotation pattern in commodity markets [1] - The rise in agricultural products is expected to transmit to the aquaculture sector and further into the consumer market [1] - By the close of the morning session, the Shanghai Composite Index fell by 1.19%, the Shenzhen Component Index by 0.96%, while the ChiNext Index increased by 0.8% [1] Group 3: Film and Entertainment Sector - The film and cinema sector saw active performance, with stocks like Hengdian Film and Happiness Blue Sea experiencing significant gains [4][6] - A favorable policy environment, including the State Council's plan to enhance service consumption, is expected to support the film industry [6][7] - The upcoming 2026 Spring Festival film lineup is anticipated to drive market recovery, with multiple new films scheduled for release [7] Group 4: AI and Optical Communication Sector - The North American computing power chain showed strong performance, with stocks like "Yizhongtian" and Tianfu Communication reaching historical highs [7] - The demand for AI computing power is driving upgrades in the optical communication industry, with strong demand for high-speed optical modules [10] - Despite short-term supply gaps in high-speed optical chips, upstream manufacturers are actively expanding production, which is expected to alleviate supply chain bottlenecks [10]

Core Viewpoint - The company, Huanyu Electronics, has triggered the conditional redemption of its convertible bonds due to the stock price exceeding the specified threshold, leading to the decision to redeem all outstanding bonds. Redemption Announcement - The company held a board meeting on January 7, 2026, and approved the early redemption of the "Huanyu Convertible Bonds" [2] - The redemption price is set at 101.6323 yuan per bond, which includes accrued interest [3][4] - The redemption date is January 28, 2026, with the payment date for the redemption amount on January 29, 2026 [3][7] Redemption Details - The total amount to be redeemed is 4,072,000 yuan, equivalent to 40,720 bonds, which represents 0.1180% of the total issuance [4] - The total redemption payment, including interest, amounts to 4,138,466.01 yuan [7] - The bonds will cease trading from January 26, 2026, and any unconverted bonds will be frozen [6] Impact on Company - The redemption will not significantly impact the company's cash flow [8] - Following the redemption, the total share capital will increase to 2,389,105,078 shares, which may dilute earnings per share in the short term but is expected to strengthen the company's capital structure and reduce future interest expenses [8]

| 证券代码：601231 | 证券简称：环旭电子 | 公告编号：2026-012 | | --- | --- | --- | | 转债代码：113045 | 转债简称：环旭转债 | | 环旭电子股份有限公司 关于"环旭转债"赎回结果暨股份变动的公告 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、准确性和完整性承担法律责任。 重要内容提示： 一、本次可转债赎回的公告情况 赎回数量：4,072,000 元（40,720 张） 赎回兑付总金额：4,138,466.01 元（含当期利息） 赎回款发放日：2026 年 1 月 29 日 "环旭转债"摘牌日：2026 年 1 月 29 日 宜，并在 2026 年 1 月 22 日至 2026 年 1 月 28 日期间披露了 5 次关于实施"环旭 转债"赎回暨摘牌的提示性公告。 （三）本次赎回的有关事项 当期应计利息的计算公式为：IA=B×i×t/365 IA：指当期应计利息； （一）有条件赎回条款满足情况 环旭电子股份有限公司（以下简称"环旭电子"或"公司"）股票自 2025 年 12 月 8 日至 2026 年 ...

证券代码：601231 证券简称：环旭电子 公告编号：2026-011 转债代码：113045 转债简称：环旭转债 环旭电子股份有限公司 关于实施"环旭转债"赎回暨摘牌的 最后一次提示性公告 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、准确性和完整性承担法律责任。 重要内容提示： 自2026年1月26日起，"环旭转债"停止交易。 ● 最后转股日：2026年1月28日 截至2026年1月27日收市后，距离1月28日（"环旭转债"最后转股日）仅剩1个交易日，1月28日为"环旭 转债"最后一个转股日。 ● 本次提前赎回完成后，"环旭转债"将自2026年1月29日起在上海证券交易所摘牌。 在本次发行的可转债转股期内，当下述两种情形的任意一种出现时，公司董事会有权决定按照债券面值 加当期应计利息的价格赎回全部或部分未转股的可转债： ● 赎回登记日：2026年1月28日 ● 赎回价格：101.6323元/张 ● 赎回款发放日：2026年1月29日 ● 最后交易日：2026年1月23日 1）在本次发行的可转债转股期内，如果公司A股股票连续30个交易日中至少有20个交 ...

Core Viewpoint - The company announced the redemption details for its "Huanxu Convertible Bonds," including the redemption date and price, indicating a strategic financial move [2] Group 1: Redemption Details - The redemption registration date for "Huanxu Convertible Bonds" is set for January 28, 2026 [2] - The redemption price is established at 101.6323 yuan per bond [2] - The payment date for the redemption amount is scheduled for January 29, 2026 [2] Group 2: Conversion and Listing - January 28, 2026, is designated as the last day for bond conversion [2] - Any unconverted portion of the bonds will be forcibly redeemed at the established redemption price [2] - The bonds will be delisted starting from January 29, 2026 [2]

| 证券代码：601231 | 证券简称：环旭电子 | 公告编号：2026-011 | | --- | --- | --- | | 转债代码：113045 | 转债简称：环旭转债 | | 环旭电子股份有限公司 关于实施"环旭转债"赎回暨摘牌的 最后一次提示性公告 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、准确性和完整性承担法律责任。 重要内容提示： 截至 2026 年 1 月 27 日收市后，距离 1 月 28 日（"环旭转债"最后转股日） 仅剩 1 个交易日，1 月 28 日为"环旭转债"最后一个转股日。 "环旭转债"已停止交易，特提醒"环旭转债"持有人注意在限期内转股。 环旭电子股份有限公司（以下简称"公司"）股票自 2025 年 12 月 8 日至 2026 年 1 月 7 日连续 30 个交易日内有 20 个交易日收盘价格不低于"环旭转债"当期 转股价格 18.58 元/股的 130%（即 24.154 元/股）。根据《环旭电子股份有限公 司公开发行可转换公司债券募集说明书》（以下简称"《募集说明书》"）的约 1 赎回登记日：2026 年 1 ...