Group 1 - The core viewpoint of the article indicates that Yongxi Electronics expects an increase in capital expenditure in 2026 compared to 2025, focusing on expanding existing product lines, introducing new customer products, wafer-level packaging, and 2.5D and FC products [1]

证券日报网1月21日讯，甬矽电子在接受调研者提问时表示，公司2.5D封装产线于2024年四季度通线， 目前正在和相关客户做产品验证。但由于2.5D封装产品工艺复杂，验证周期较长，实现稳定量产需要一 定时间。产能方面，公司后续会根据国产先进制程产能释放节奏进行扩产。 ...

证券日报网1月21日讯，甬矽电子在接受调研者提问时表示，2026年Q1的客户需求Forecast相对较为旺 盛，整体呈现淡季不淡的特点。 ...

Group 1 - The core point of the article is that Yongxi Electronics (688362.SH) announced a significant reduction in the holdings of its convertible bonds by five major shareholders [1] - From January 16 to January 21, 2026, these shareholders collectively reduced their holdings of "Yongxi Convertible Bonds" by 1.2298 million units, which represents 10.56% of the total issuance of these bonds [1]

Group 1 - The core point of the article is that Yongxi Electronics announced a reduction in its convertible bonds by its controlling shareholder and actual controller, which may impact the company's capital structure and investor sentiment [1] Group 2 - From January 16 to January 21, 2026, the controlling shareholder Zhejiang Yongshun Semiconductor Co., Ltd., along with actual controller Wang Shunbo and their concerted actions, will reduce their holdings of Yongxi convertible bonds by 1.2298 million bonds, accounting for 10.56% of the total issuance [1] - After the reduction, the controlling shareholder, actual controller, and their concerted actions will hold a total of 2.5081 million Yongxi convertible bonds, representing 21.53% of the total issuance [1]

（以下简称"宁波甬鲸"）配售"甬矽转债"439,040张、宁波鲸芯企业管理咨 询合伙企业（有限合伙）（以下简称"宁波鲸芯"）配售"甬矽转债"418,310 张、宁波鲸舜企业管理咨询合伙企业（有限合伙））（以下简称"宁波鲸舜"） 配售"甬矽转债"283,430 张。综上，公司控股股东、实际控制人及其一致行动 人合计配售"甬矽转债" 3,737,920 张，约占"甬矽转债"发行总量的32.09%。 二、可转债持有变动情况 公司于2026年1月21日接到甬顺芯、王顺波、宁波甬鲸、宁波鲸芯、宁波鲸 舜的告知函，获悉自2026年1月16日至2026年1月21日期间，上述五位持有人通 | 证券代码：688362 | 证券简称：甬矽电子 | 公告编号：2026-006 | | --- | --- | --- | | 债券代码：118057 | 债券简称：甬矽转债 | | 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。 一、可转债基本情况及配售情况 经中国证券监督管理委员会《关于同意甬矽电子（宁波）股份有限公司向 不特定对象发行可转换公司 ...

Core Viewpoint - Yongxi Electronics (688362.SH) announced a significant reduction in the holdings of its convertible bonds by major shareholders, indicating potential shifts in investor sentiment and market dynamics [1] Group 1 - The company received a notification on January 21, 2026, regarding the reduction of holdings by five major shareholders [1] - From January 16 to January 21, 2026, these shareholders collectively reduced their holdings of "Yongxi Convertible Bonds" by 1.2298 million units, which represents 10.56% of the total issuance [1]

Core Viewpoint - Yongxi Electronics (Ningbo) Co., Ltd. has announced that its convertible bond, "Yongxi Convertible Bond," is expected to meet the redemption conditions based on the stock price performance [2][11]. Group 1: Convertible Bond Issuance and Terms - The company issued a total of 1,165,000 hands (11,650,000 bonds) of convertible bonds worth 116,500 million yuan, with a maturity of six years and a face value of 100 yuan per bond [2][3]. - The initial conversion price for the "Yongxi Convertible Bond" is set at 28.39 yuan per share, which was adjusted to 28.36 yuan per share following a stock incentive plan [4][5][6]. Group 2: Redemption Conditions - The bond will be subject to conditional redemption if the company's stock price remains at or above 130% of the conversion price (36.87 yuan per share) for at least five trading days within a future 20-day period [2][11]. - The company has the right to redeem all or part of the unconverted bonds at face value plus accrued interest if the stock price conditions are met or if the unconverted balance falls below 30 million yuan [9][11]. Group 3: Trading and Conversion Period - The trading of the "Yongxi Convertible Bond" commenced on July 16, 2025, and the conversion period is from January 5, 2026, to June 25, 2031 [3][4].

| 证券代码：688362 | 证券简称：甬矽电子 | 公告编号：2026-005 | | --- | --- | --- | | 债券代码：118057 | 债券简称：甬矽转债 | | 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： 甬矽电子（宁波）股份有限公司（以下简称"公司"）股票自2026年1 月7日至2026年1月20日已有10个交易日的收盘价不低于"甬矽转债"当期转股 价格的130%（即不低于36.87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格的130%（含130%），将触发《甬矽 电子（宁波）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。赎回条款触发当 日，公司将召开董事会审议决定是否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"甬矽转债"，并及时履行信息披露义务。 根据《上海证券交易所上市公司自律监管指引第12号——可转换公司债券》 的有关规定，公司可能触发可转换公司债券 ...

Core Viewpoint - The company, Yongxi Electronics, indicates that it currently has a full production capacity and that product prices are stable and improving [1] Group 1 - Investors inquired about potential price increases in the testing and packaging sector, suggesting a broader trend of price hikes [1] - Yongxi Electronics confirmed that it does not have immediate plans for price increases and that long-term contracts are subject to market conditions [1]