Core Viewpoint - The article discusses various convertible bonds, highlighting their types, redemption statuses, and key dates for subscription and trading [1][2]. Group 1: Convertible Bonds Overview - Kai Sheng Convertible Bond and Jin Zhong Convertible Bond are categorized as "strong redemption" with a redemption date set for December 23, 2025 [2]. - Hui Yun Convertible Bond will not undergo a downward adjustment, maintaining its current terms [1][2]. - Jin 05 Convertible Bond is scheduled for subscription on December 25, 2025 [1]. Group 2: Convertible Bonds Details - The current price of Neng Hui Convertible Bond is 113.346, with a redemption price of 100.730, and it has a remaining scale of 0.023 billion [4]. - Z Xin Hua Convertible Bond is priced at 127.178, with a redemption price of 100.115, and a remaining scale of 0.187 billion [4]. - Z Min Convertible Bond has a current price of 197.898, a redemption price of 101.220, and a remaining scale of 0.552 billion [4]. - Ying Bo Convertible Bond is priced at 140.555, with a redemption price of 100.100, and a remaining scale of 2.179 billion [4]. - Kai Sheng Convertible Bond has a current price of 140.451, a redemption price of 100.100, and a remaining scale of 5.459 billion [4]. - Jin Zhong Convertible Bond is priced at 130.300, with a redemption price of 100.200, and a remaining scale of 2.494 billion [4].

Group 1 - Aikodi's shareholders plan to reduce their holdings by no more than 3% of the company's shares [1] - Hangxin Technology received a warning letter from the Guangdong Securities Regulatory Bureau for failing to timely disclose new borrowing matters [1] - Tianchuang Fashion is planning a change of control, resulting in a stock suspension [1] Group 2 - Blue Sky Gas's controlling shareholder, Blue Sky Group, has nearly all of its shares pledged and frozen, with an additional 37.1843 million shares newly pledged [1] - As of December 18, 2025, Blue Sky Group and its actual controller, Li Xinhua, have most of their shares pledged and frozen, with a total of 215 million shares under pending freezing and 6.5561 million shares judicially marked [1] Group 3 - Several convertible bonds are undergoing strong redemption, including the Bo23 Convertible Bond and the Furong Convertible Bond [1] - Other convertible bonds, such as the Lege Convertible Bond and the Shenghong Convertible Bond, will not undergo adjustments [1] Group 4 - The current prices and redemption prices of various convertible bonds are listed, with specific details on their last trading dates and conversion values [4][6]

Group 1 - The overall sentiment among investors indicates mixed results for the year, with some reporting returns close to the starting value of their investments [1] - High dividend and low debt stocks are perceived as a safer investment strategy, with a reported success rate of 99% based on historical performance [2] - The current year is described as one of the best in recent years, attributed to a bull market [3] Group 2 - Some investors have experienced significant gains, with reports of a 100% increase in certain ETFs, although this was not anticipated at the beginning of the year [4] - A suggestion is made for those who have not made profits this year to consider investing in large, mid, and small-cap index ETFs after a market downturn [5] - There are reports of substantial losses for some investors, with estimates of losses ranging from 5% to 10% for the year [8] Group 3 - A notable investment strategy includes holding high-yield stocks, with one investor reporting a 7.5% profit from a 68% allocation in such stocks [13] - Some investors have faced challenges with specific stocks, such as Meituan and Baidu, leading to a reluctance to monitor their returns [12]

价值投资是万万不可行的 https://www.jisilu.cn/question/516043 集思录(www.jisilu.cn)是一个以数据为本的投资理财社区，专注于新股、可转债、债券、封闭 基金等数据服务。我们的理念是在保证本金安全的前提下，使资产获得稳健增长。 快捷查询： 搜索公众号"jisilu8"添加我们 今年收益100%，今年大家收益怎么样？ https://www.jisilu.cn/question/516015 关注集思录微信 特别提示 本文不构成任何投资建议，仅为信息分享。任何因本文导致的投资行为发生的亏损，本公众 号及作者概不承担任何责任。 成都天府新区房价下跌40% https://www.jisilu.cn/question/516038 国投白银LOF还能发多久奶茶？ https://www.jisilu.cn/question/516058 ...

Core Viewpoint - The article discusses the challenges and risks associated with investing in older, low-cost rental properties in the context of the rising availability of new public rental housing in Shanghai, which is significantly impacting the rental market and investor sentiment [2][6]. Group 1: Market Dynamics - A significant number of public rental housing units, approximately 600,000, are being introduced by state-owned enterprises in Shanghai, which is creating intense competition for older rental properties [2][6]. - Young renters prefer new, well-maintained rental properties with amenities, leading to a decline in demand for older, dilapidated units [2][6]. - The rental yield from older properties is expected to decrease as new public rental options offer better living conditions and financial incentives, such as the ability to use housing funds to offset rent [2][6]. Group 2: Investment Risks - The potential for a progressive property tax could further complicate the investment landscape for older rental properties [2]. - The expectation of property redevelopment or demolition is becoming less reliable, as government initiatives focus on renovating existing neighborhoods rather than large-scale demolitions [4]. - Investors are cautioned against relying on speculative gains from property appreciation without concrete information regarding redevelopment plans [4]. Group 3: Investor Sentiment - Many investors are drawn to the idea of rental income but may not fully understand the complexities of the market, leading to misguided expectations [5]. - The article emphasizes the importance of clarity in investment goals, whether for capital appreciation or cash flow, to avoid confusion and poor decision-making [4]. - The sentiment among investors reflects a tendency to overlook the risks associated with older properties, especially in light of the changing rental landscape [3][7].

所以投资最重要的事，是发挥自己的长处，只做自己能懂的事。千万不要干，自己搞不懂， 还偏要不懂装懂的去干。认真对待自己，搞清自己那些不懂，实际上是投资的第一步，跨不 过这一步，后面的也别想走。实际上90%的人，第一步都跨不过去，因为很简单，许多人喜 欢糊涂过一生。 yup77 要搞懂赚谁的钱的问题。二级市场追涨杀跌其实是股民互相伤害模式，而低估买入持股收息 才是正确打开模式。当然不否认有些人追涨杀跌非常成功，但是价值投资更适合大部分人。 价值投资是一种信仰，是一项艺术，是一门科学。 以我近30年的投资经验，化作36字，与集友共享 选股思路：低估值高分红，少圈钱多回购，有增长不套现（的公司） 操作思路：分散投长期持，暴跌买大涨卖，好心态乐知足 为什么这么说？是由于我最近看了大道的访谈有关，以前我一直不太关注价值投资，因为我 搞不懂。最近慕名看了大道的访谈，我明白了我为什么搞不懂价值投资。因为价值投资实际 上是极难的，难到什么程度？大道作为名符其实的杰出企业家，能够搞懂的企业也寥寥无 几。我作为一个毫无企业经营经验的人，凭什么能够搞懂企业的未来？ 宿不移 0分。 标题里加上几个字： 我做 价值投资是万万不可行的 大 ...

Group 1 - Shandong Zhanggu received an administrative regulatory measure decision from the Shandong Securities Regulatory Bureau due to issues related to related party transactions and information disclosure violations [1] - New stocks such as Shuangxin Environmental Protection, Yufan Technology, and Qiangyi Co., Ltd. are available for subscription on the Shanghai and Shenzhen stock exchanges [1] - Huaxia Anbo Warehousing REIT (180306) has been listed [1] Group 2 - Convertible bonds data includes various bonds with their current prices, redemption prices, last trading dates, last conversion dates, conversion values, remaining scales, and the proportion of convertible bonds to the underlying stocks [3][5] - For example, the Yu Guang Convertible Bond (110096) has a current price of 181.919, a redemption price of 100.106, and a conversion value of 182.69, with a remaining scale of 0.018 billion [3] - The Jian Gong Convertible Bond (110064) has a current price of 112.870, a redemption price of 113.000, and a conversion value of 88.94, with a remaining scale of 12.619 billion [5]

Core Viewpoint - The article discusses the significant decline in real estate prices in Chengdu's Tianfu New Area, with an average drop of around 40% from peak levels, indicating a correction of inflated prices rather than a return to pre-2017 levels [1][5]. Group 1: Price Trends - The average price in Tianfu New Area rose from approximately 5,000 in 2015 to 25,000 in 2021, before dropping to around 17,000, reflecting a return to 2018 levels [1]. - Some properties in Chengdu have seen declines exceeding 50% from their peak values, particularly in the Tianfu New Area, which was heavily speculated [5]. - Older properties in central Chengdu have experienced smaller declines compared to newer developments in the suburbs, which have seen larger drops [2]. Group 2: Market Sentiment - There is a general sentiment that the investment logic in the real estate market has become confused, with newer properties sometimes priced significantly higher than older ones, complicating investment decisions [6]. - The overall decline in property prices in Chengdu is viewed as part of a broader trend seen across many cities in China, with average declines around 40% from peak levels [9][11]. - The article suggests that the current market conditions are similar to the stock market, where confusion and lack of confidence have led to cautious investment behavior [7].

Group 1 - The core point of the article discusses the reduction of shareholding by the shareholder of Shengtai Group, Yagor Clothing, which plans to reduce its stake by no more than 3% [1] - Tian Neng Convertible Bond is undergoing a downward adjustment, but it is not at the bottom [1] - Lianchuang Electronics' controlling shareholder is planning to transfer part of the company's equity, leading to a stock suspension [1] Group 2 - The announcement table lists various convertible bonds, indicating that Mona Convertible Bond and Tian Chuang Convertible Bond will not undergo adjustments [2] - The table also shows that Tian Neng Convertible Bond is set for an adjustment announcement on December 17, 2025 [2] - The last trading day for Dongfeng Convertible Bond is noted, with a final trading date of December 18, 2025 [1][2] Group 3 - A detailed table provides information on various convertible bonds, including their current prices, redemption prices, last trading days, and conversion values [4][6] - For instance, the current price of Wei 24 Convertible Bond is 123.176, with a redemption price of 100.290 and a last trading day on December 12, 2025 [4] - The table also indicates that the remaining scale of the bonds varies, with some having a significant proportion of the market capitalization [4][6]

如果你发现身边有人工资挺高，但是衣服很便宜，鞋子很便宜，吃的很便宜，不 旅游，不逛街，没有不良嗜好。不用想他绝壁炒股 ！ 是真的吗？ 集思小子 买个5千块的手机功课攻略一大堆，横向对比、竖向测评…… 买个5万块的股票秒买入，说是建个观察仓先买后看…… dingo49 生活中缝缝补补，股市中挥金如土 赵甲 炒股人对自己还是很大方的，吃了穿了总比输了好。 xf8848 "生活中缝缝补补"：体现在他廉价的纯棉T恤、脚上磨损的拖鞋、以及一只破了小洞的袜子。桌上的晚餐是一碗泡面和一杯清茶，直 接呼应了"吃的很便宜"。 "股市中挥金如土"：与他朴素的穿着形成鲜明对比的是面前豪华的多屏炒股电脑。屏幕上闪烁着红绿绿的K线图、分时图和交易窗 口，象征着在资本市场上的大手笔投入。 1. 环境细节与符号化物品： 墙上的日历：圈出了"新股申购"、"除权除息日"等重要日期，显示了主人公对投资日程的密切关注。 书架：上面摆放着《证券分析》《价值投资》等书籍，表明他并非盲目投机，而是在进行"价值投资"。 画作名称：《绝壁炒股》 画作解析 这幅画融合了原帖讨论中的所有核心元素，通过视觉对比和细节刻画，生动地描绘出帖中所说的"股民画像"。 1 ...