On March 1, the Shanghai Composite Index opened low**, 3027 points, **12 points, the Shanghai and Shenzhen markets traded 1,055.2 billion yuan, 3,522 ***1,644 ** in the two cities, 80 up limits, and 9 down limits. The turnover of the convertible bond market was 44.7 billion yuan, with 388 convertible bonds and 158 bonds**.
On Friday, the transaction volume of the two cities exceeded one trillion for the third consecutive day, and the ** sector was ready to move, and the ** limit was ** under the rumors of restructuring and mergers and acquisitions, and Huaxi ** and China Galaxy followed up 3%. Although there was no news of Founder's mergers and acquisitions over the weekend, the market turnover rose day after day, **general**, the index has a tendency to stand firm at 3,000 points, and a wave of small bull market seems to be about to emerge, and the brokerage sector is worth paying attention to.
The biggest rise on Friday wasZhongqi convertible bondswithFurong convertible bonds,**respectively** 57%, the reason why it has risen so much is related to the small circulation. The issuance scale of Zhongqi convertible bonds is 5400 million, the actual controller placed 51%, and the ban has not been lifted at the end of last year, and the private placement of Banyan Investment has increased its holdings by 39 since January 2907%, resulting in the actual circulation of Zhongqi convertible bonds is only 54 million yuan, which can be pulled up with very little capital, so recently in the case of a premium rate of more than 70%, Zhongqi convertible bonds are still soaring frequently. However, the actual controller of Zhongqi and Banyan Investment can sell the goods at any time, without prior announcement, and the big fall may also be instantaneous.
Furong Technology is the supplier of Samsung mobile phones, and recently followed the concept of consumer electronics, which has been up and down for 2 consecutive days. The issuance scale of Furong convertible bonds is 6400 million yuan, of which 56 were placed by major shareholders45%, there is no ** announcement at present, and in the case of major shareholders not **, the circulation of Furong's convertible bonds is less than 300 million yuan, and it is easy to be speculated. Over the weekend, the chairman of Furong Technology proposed to repurchase the company's shares with 40 million yuan to 70 million yuan, adding another fire to Furong's debt conversion. The ban on Furong's convertible bonds has been lifted at the end of January, and major shareholders can sell them at any time.
There are still dark horses in the allotment stocks, FridayContinental PassThe 20% jump was due to the fact that it caught up with NVIDIA's liquid-cooled server concept. Other bond issuance concepts such as Jizhi shares, Hunan oil pump, Hongbai new materials, and Songyuan shares have all appeared obviously. Among the allotted stocks, Xiangyou Pump, Hongbai New Materials, Yuanxin Industry, Jizhi Shares, Jusailong, Huakang Medical, and Oulutong are all cost-effective, and the allotment ratio is high, which is worth paying attention to in the near future. Due to the stock price of Yanpai shares, it has fallen below the issue price, and it does not meet the conditions for bond issuance for the time being according to the new financing regulations, and it should not be issued in the near future.
Yifeng convertible bondsTomorrow it will be released, and I will subscribe to it.
Zhongqi Convertible Bond (SZ127081)$ Furong Convertible Bond (SH113672)$ Eurocom (SZ300870)$ Convertible Bond Convertible Bond Observation Convertible Bond New Bond
Daily transaction information summary
Top 5 gainers on March 1 (excluding new bonds):
Zhongqi convertible bonds, Furong convertible bonds, Jingce convertible bonds, Titan convertible bonds, Bojun convertible bonds.
Top 5 decliners on March 1:
Red phase convertible bonds, Mingdian convertible 02, Sanyang convertible bonds, Huatong convertible bonds, Heilan convertible bonds.
Top 5 in terms of turnover on March 1:
Furong convertible bonds, Zhongqi convertible bonds, Sanyang convertible bonds, Chunzhong convertible bonds, and Titan convertible bonds.
Convertible bonds (underlying stocks) with a daily limit on March 1:
*Tianlu, Meijin Energy, Furong Technology, Suzhou Keda.
Convertible bonds (underlying stocks) with a falling limit on March 1:
Not. Convertible bonds (underlying stocks) on the Dragon and Tiger List on March 1:
*Tianlu, Meijin Energy.
Top ETFs on March 1**:
Artificial intelligence (159819), communication (515880). 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:
Runda convertible bonds, Bojun convertible bonds, and Jingce convertible bonds. (Follow-up observation, not brainless**, buying and selling points determine success or failure).
Convertible bond subscription, listing, forced redemption, maturity information:
Yifeng convertible bonds, subscribed on March 4, underlying shares Yifeng Pharmacy.
The Golden Farmers Convertible Bond is about to mature, and the last trading day is March 5.
Longxing convertible bonds, listed on March 6.
The long-term convertible bond is about to mature, and the last trading day is March 6.
The Aodong convertible bond is about to mature, and the last trading day is March 8.
The geotechnical convertible bonds are about to mature, and the last trading day is March 12.
Foreclosure countdown (may be triggered in the near future):
Zhaolu Convertible Bonds, 14-15.
Daqin Convertible Bonds, 13-15.
Pingmei Convertible Bonds, 12-15.
Heilan Convertible Bonds, 12-15.
Huai 22 Convertible Bonds, 11 15.
Cologne Convertible Bonds, 10-15.
Huicheng Convertible Bonds, 10-15.
Rayhoo Convertible Bonds, 10-15.
Yonghe Convertible Bonds, 9-15
Hint: 13 15 means that it takes 15 trading days to meet the conditions for 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 and the issuance examination committee is approved by the listing committee and approved by the CSRC and approved by the registration of the issuance announcement.
It has been approved by the China Securities Regulatory Commission for issuance
Liyang Chips, Weiming Environmental Protection, Eurocom, Jusailon, Huakang Medical, Hongbai New Materials, Yanpai Shares, Yuanxin Industry, Jiayi Shares, Hunan Oil Pump, Songwon Shares, Jizhi Shares, Winbond Health, High-tech Development, O.R.G., Warner Pharmaceuticals. (The next convertible bond to be issued and subscribed will be generated from the list).
It has been approved by the Issuance Review Committee
Related New Materials, Tederic Machinery, Jujushun, Yuguang Gold and Lead, Fudan Microelectronics, Lingyi Intelligent Manufacturing, Zhenhua Shares, Aurisco, Huicheng Shares, Luokai Shares, Tianrun Dairy, Haoneng Shares, Guojian Group, Wankai New Materials, 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, Wankai New Materials, Hongbai New Materials, Tianrun Dairy, Yanpai Shares, Huakang Medical, Yuanxin Industry, Hunan Oil Pump, Ruilian New Materials, Luokai Shares, Xusheng Group.
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), Weiming Environmental Protection (28.5 billion), Ju Sailong (2500 million).
Practical information query for debt conversion (click to read):
500 convertible bonds concept classification (dynamic update).
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 the loss. 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