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Zbom Home Collection (603801.SH): Issuance of Convertible Bonds approved by the CSRC.
On February 17, Gelonghui reported that Zbom Home Collection (603801.SH) announced that it recently received the "Approval for Zbom Home Collection Co., Ltd. to Issue Convertible Corporate Bonds to Unspecified Objects" issued by the China Securities Regulatory Commission (CSRC license [2025] No. 233). The main content of the approval document is announced as follows: 1. The application for your company's issuance of convertible corporate bonds to unspecified objects is approved. 2. Your company's issuance should strictly adhere to the declaration documents submitted to the Shanghai Stock Exchange and the issuance plan. 3. This approval is valid for 12 months from the date of registration consent.
Zbom Home Collection (603801): The advance and retreat of Zbom.
The forward-looking Global Strategy and strong execution have supported steady progress for many years, with a well-timed development pace. It is believed that ZBOM is a company that combines aggressive and steady Operation styles, starting from "single category kitchen cabinets" and successfully completing the brand unification of kitchen cabinets and wardrobes relatively early.
Zbom Home Collection (603801.SH): The application for the issuance of Convertible Bonds has been approved by the listing review committee of the Shanghai Stock Exchange.
On December 25, the Gelonghui reported that Zbom Home Collection (603801.SH) announced that the Shanghai Stock Exchange's Listing Review Committee held its 35th review meeting of 2024 (hereinafter referred to as "the meeting") on December 25, 2024, to review the company's application for issuing convertible corporate bonds to unspecified objects. According to the meeting's review results, the company's application for issuing convertible corporate bonds to unspecified objects meets the issuance conditions, listing conditions, and information disclosure requirements.
Sinolink Securities: 25 years old industry preferred expected policy beneficiaries direction. It is recommended to focus on new types of tobacco, etc.
Considering the current complex and changing economic situation both domestically and internationally, relying on relevant policy signals in 2025, preferring the expected policy benefits direction, recommending new tobacco > bicycles = domestic sales of home furnishings, focusing on emerging domestic goods, exports & going abroad, and the papermaking sector.
China Galaxy Securities: "november 11 shopping festival-related" + national subsidies further increased, Q4 home demand is expected to recover.
It is expected that the national subsidy activities will have a positive catalytic effect on the Q4 performance of listed companies.
zbom home collection (603801) company dynamics research: actively expanding omni-channel multi-category, expected to drive demand release under the old-for-new policy.
Investment highlights: Actively responding to the policy of trading in old for new, expected to drive demand release. In response to the national policy of trading in old for new, the company has adopted a two-way subsidy strategy, increasing corporate subsidies on the basis of local government subsidies, fully benefiting end consumers. Targeting