On December 11, the Shanghai Composite Index opened low and went high, **2991 points, **22 points, the Shanghai and Shenzhen markets traded 911.5 billion yuan, 3947 ***1246**, and 39 (33 on the previous trading day). The turnover of the convertible bond market was 47.1 billion yuan, with 346 convertible bonds and 199 bonds**.
Today, the Shanghai Composite Index opened heavy under the outflow of foreign capital, once fell to 2930 points, and the mysterious power shot in the afternoon, bank stocks, brokerage stocks, and technology stocks suddenly rose strongly, and the Zheshang ** straight line rose in the morning, **ETF**(512880)**162%, bank stocks that dragged their feet in early trading also recovered their losses, **reversed and turned red,**22 points.
Synchronized with ***, the central enterprise science and technology ETF** (560170) soared,**261%, 58.6 billion yuan, a record high. Obviously, the national team is working again. Surprisingly, it was an open-book exam. Guoxin Investment, one of the main forces of the national team, has frequently increased its holdings in the ETF index**, and on December 1, it increased its holdings in the CSI Guoxin Central Enterprises Science and Technology Index**, and said that it will continue to increase its holdings in the future, and it is estimated that he has increased his holdings today.
The national team makes a move, focusing on the timing and the urgency of the market. And today, the index is on the verge of falling below 2900 points, which is obviously an opportunity for him to make a move. Shoot when it's time to strike. Do you understand this open-book exam?If you can use him next time, you can not do it like today in advance61% of the dots are in the bag?How to choose the timing, I think the chance of hitchhiking near 3000 points, especially below 3000 points, is greater, on December 1, when the national team increased its holdings, the Shanghai Stock Exchange was around 3010 points, and this time it was around 2930 points.
*ETF**, it is best to choose one with good liquidity, leading the market, and quick effect on improving the index, such as the central enterprise technology ETF (560170), the science and technology chip ETF (588200), the science and technology innovation 50 ETF (588000), the science and technology innovation 100 ETF (588800), the semiconductor ETF (512480), the CSI 500 ETF (510500), the SSE 50 ETF (510050), the ChiNext ETF (159915),* etf（512880）。 Enter the ETF and you can buy and sell it like you.
Suzhou Keda maintained the daily limit today, but the sealed orders shrank a lot, **470,000 closed orders, and Keda converted bonds**752%。Keda convertible bond premium rate is high, once the underlying stock has a weak head, the convertible bond will take the lead, today's plunge ended not surprising at all, last night also reminded to be careful that it repeats the mistake of the car model 2. The opening of the steam mold turn 2 rose slightly, and it can be regarded as a response to the 30 million intention money received over the weekend, ** It is not surprising that the underlying stock will always have to be adjusted under the shroud of the big yin stick last Friday. Whether the steam mold turns 2 can get up depends on whether there is new good news.
Although today's ** rose sharply, the turnover was not as good as last Friday, and the overall situation was still relatively weak. In this environment, it is still the world of demon stocks and demon debts, many demon stocks are flying today, and demon debts are also very active, Daye convertible bonds, Furong convertible bonds, Wanshun convertible bonds, and Yachuang convertible bonds have performed, and radio and television convertible bonds, Yokogawa convertible bonds, Sanyang convertible bonds, and Jinnong convertible bonds are all **. When the demon debt rises to a certain extent, it will fall and kill the pig, this is the usual practice, and it is seen that Sheng Zi has been escorted to the slaughterhouse.
Suzhou Keda(SH603660)$ Keda Convertible Bond(SH113569)$ Auto Mold Convertible Bond(SZ128090)$ Convertible Bond
Daily transaction information summary
Top 5 gainers on December 11 (excluding new bonds):
Shenglu convertible bonds, Ruihu convertible bonds, Daye convertible bonds, superstar convertible bonds, Yingtong convertible bonds.
Top 5 losers on December 11:
Radio and television convertible bonds, Keda convertible bonds, Hongda convertible bonds, Fushi convertible bonds, automobile mold convertible 2
Top 5 by turnover on December 11:
Keda convertible bonds, Shengxun convertible bonds, Shenzhen Branch convertible bonds, Rayhoo convertible bonds, Yingtong convertible bonds.
Convertible bonds (underlying stocks) with a daily limit on December 11:
Suzhou Keda, Yingtong Communication, Zheshang**.
Convertible bonds (underlying stocks) with a falling limit on December 11:
Not. Convertible bonds (underlying stocks) on the Dragon and Tiger List on December 11:
Not. Top ETFs on December 11**:
Media (512980), Central Enterprise Technology (560170), *512880). ETF** is traded like **, you can buy and sell directly in the trading software, and it will be charged at **transaction rate, no stamp duty).
Personal Choice Observation Convertible Bonds:
Scitech convertible bonds, Haomei convertible bonds, and Rayhoo convertible bonds. (Follow-up observation, not brainless**, buying and selling points determine success or failure).
Convertible bond subscription, listing, forced redemption, maturity information:
Tiehan's convertible bonds are about to expire, and the last trading day is December 13.
Bank of China convertible bonds for forced redemption, the last trading day is December 13.
Tiankang convertible bonds are about to expire, and the last trading day is December 19.
The convertible bonds are about to expire, and the last trading day is December 21.
The Dillon convertible bonds are about to expire, and the last trading day is December 22.
Redemption of Farben convertible bonds, the last trading day is December 29.
Duolun convertible bonds are forcibly redeemed, and the last trading date is to be determined.
Shengda convertible bonds are forcibly redeemed, and the last trading date is to be determined.
Daye convertible bonds for forced redemption, the last trading date to be determined.
Foreclosure countdown (may be triggered in the near future):
Superstar Convertible Bonds, 14 15;
Chaoda Convertible Bonds, 14 15;
Feikai Convertible Bonds, 13-15;
Huayuan Convertible Bonds, 13-15;
Puli Convertible Bonds, 12-15;
Long-term convertible debt, 11-15.
Shenke Convertible Bonds, 11-15.
Hint: 13 15 means that it takes 15 trading days to meet the conditions of forced redemption, and 13 trading days have been met).
Reminder of the progress of the issuance of convertible bonds:The plan of the board of directors is approved by the general meeting of shareholders The CSRC is accepted by the exchange The issuance examination committee is approved by the Listing Committee The CSRC approves the registration and issuance announcement.
It has been approved by the China Securities Regulatory Commission for issuance
Huakang Co., Ltd., Hunan Oil Pump, Songyuan Co., Ltd., Zhenyang Development Co., Ltd., Yitian Intelligence, Jialian Technology, Nuotai Biotechnology, Digital China, Bowei Alloy, Jizhi Co., Ltd., Zhejiang Construction Investment, Highpower Technology, Winbond Health, Southeast Grid, High-tech Development, O.R.G., Yaoji Technology, Huana Pharmaceutical, Weikang Pharmaceutical, Jiahe Intelligence. (The next convertible bond to be issued and subscribed will be generated from the list).
It has been approved by the Issuance Review Committee
Huakang Medical, Tianrun Dairy, Yanpai Co., Ltd., Haoneng Co., Ltd., Hengfeng Tools, Chutian Technology, Longxing Chemical, Yuanxin Industry, Yifeng Pharmacy, Kabeiyi, Jiayi Co., Ltd., Guojian Group, Hongbai New Materials, Digital China, Wankai New Materials, GCL-ET, Hebang Biotechnology, Xusheng Group. (The next step is to submit to the CSRC for approval).
**Weighting rate of more than 20% (dynamic change with stock price):Hebang Biotechnology, Southeast Grid, Highpower Technology, Jialian Technology, Wankai New Materials, Huakang Co., Ltd., Hongbai New Materials, Tianrun Dairy, Longxing Chemical, Yanpai Co., Ltd.
The proposed issuance scale is less than 400 million yuanJizhi shares (2.)5.5 billion), Jiayi shares (39.8 billion), Yuanxin Industry (28.7 billion).
Practical information query for debt conversion (click to read):
Concept classification of 500 convertible bonds (dynamically updated).
List of non-forcible redemption of convertible bonds (dynamically updated).
The circulation scale of the new convertible bonds and the date of lifting the ban (dynamically updated).
Special statement: The above is a record of my investment thoughts, not investment advice, please do not invest according to this, otherwise you will bear your own losses. There may be errors and omissions in the data cited in the article, which are for reference only, please refer to the announcement of the listed company. The ** mentioned in the article, I may have a position, and I have a sell plan at any time, so don't blindly copy the homework.
Author: Qian Liuliu
From**: Notes from the head of the money unit