Midday summary on March 2 (released before 12:50 p.m. daily):
In early trading, the Shanghai Composite Index opened lower**, 3034 points, **7 points, the Shanghai market traded 306.9 billion yuan, and the Shanghai and Shenzhen markets traded 1540 stocks and 3689 stocks. The turnover of the convertible bond market was 23.3 billion yuan, with 111 convertible bonds and 433 bonds**.
2 meetings from today, according to past experience, during the meeting, the funds are cautious, because of the fear of the introduction of sudden negative policies, so today is more intense, more down and less up. However, there is still no shortage of opportunities locally, and at the same time as 16 ** down limits in early trading, there are also 53 ** up limits.
The concept of computing power is active, high-tech development, Kehua data, Hubei Radio and Television, Jialitu daily limit, AI medical concept of Runda Medical daily limit, Keshu convertible bonds, Huguang convertible bonds, and Jiali convertible bonds all have performance, but because of the low ** and high premium rate, the performance is average. Jiali convertible bonds are relatively active, 7 points in early trading, Jiali convertible bonds are trending well, and Jiali convertible bonds may be repeatedly active in the near future. Huguang and Jiali haven't had a limit for a long time, and they can take a look at it in the near future. Runda Medical quickly rose the limit at the end of the day, Runda convertible bond pulse 7%, if the stock can be closed in the afternoon, Runda convertible bond is estimated to rise.
The concept of consumer electronics Furong Technology has 3 consecutive daily limits, and Furong convertible bonds have opened high and gone low, **1374%, * price 177629 yuan. Furong's convertible bonds have risen sharply for 3 consecutive trading days, and the market is worried that major shareholders will take advantage of the opportunity, and the wait-and-see sentiment has become significantly stronger. If the major shareholder completes the ** and removes this thunder, Furong's debt conversion may be more flexible.
During the meeting, it is estimated that the theme stock speculation is the mainstay, and the current theme is the concept of artificial intelligence, focusing more on computing power and data elements-related convertible bonds, such as Runda convertible bonds, Site convertible bonds, Chunzhong convertible bonds, Jiali convertible bonds, Huguang convertible bonds, Xinzhi convertible bonds, Zhongbei convertible bonds, Yongding convertible bonds, Guiguang convertible bonds, Shengxun convertible bonds, etc.
The concept of low market value and reorganization continues to be hot, today Xinning logistics rose 20%, Jingfeng Pharmaceutical, Cultural Investment Holdings, Dima shares and the limit, in the near future, you may wish to dig out other early declines, there is **potential in the near future**.
The meeting will end on March 10, and this period of time will be dominated by **, and it is advisable to operate in the band.
Jiali Convertible Bond (SH113597)$ Furong Convertible Bond (SH113672)$ Xinning Logistics (SZ300013)$ Convertible Bond Convertible Bond Observation Convertible Bond Launch
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