Group 1 - Shuangliang Energy is expected to report a net loss of between 1.06 billion to 780 million yuan in 2025 [1] - Oujing Technology has halted production at two subsidiaries to reduce losses [1] - Blue Sky Technology's controlling shareholder plans to transfer 2% of shares through inquiry [1] Group 2 - Zhongchong Co. plans to repurchase shares worth 100 million to 200 million yuan for convertible bond conversion [1] - Yitian Intelligent anticipates a total loss of between 186 million to 152 million yuan for the year 2025 [1] - Wannianqing received administrative regulatory measures from Jiangxi Securities Regulatory Bureau due to information disclosure violations [1] Group 3 - Jiangshan Oupai expects a pre-loss of 180 million to 230 million yuan in 2025 [1] - Hebang Bio received a warning letter due to revenue recognition and information disclosure issues [1] - Huazheng Convertible Bond is subject to forced redemption [1] Group 4 - Daotong Convertible Bond will not be forcibly redeemed [2] - Several convertible bonds including Huazheng, Ta21, and others will not undergo adjustments [2] - Lianrui Convertible Bond is set to be listed on January 28 [1]

现在的统计是，过去5天GJD通过宽基ETF减持了3000亿。已知GJD在2024年增持了 8000~1w亿，这部分持仓估计本轮会减持完毕，那就是还要减持2周。 GJD的总持仓是3w~4w亿，那我们就观察2024年新增的1w亿减持完毕后，是否会继续减 持。我个人认为不会。 岁神 国队也太疯狂了吧一天卖了600多亿的沪深300基金，还有150亿上证50etf，然后砸那些价 值投资股，逼大家玩小票吗，拿着蓝筹就这个后果吗？ 资水 @didide 你不懂规则 呵呵，我就说一个问题，救市资金买入的时候除了大蓝筹、银行、50为代表的头部资产谁涨 了还不是跌的暗无天日，这也就是大家抱怨的指数到了3500股票还在2400。现在无非是还债 的啥时候，你看头部以下的资产跌了吗？指数出现暴跌了吗？小盘他有多少筹码呢？因噎废 食不做了？那你卖出呗。 我看你不是研究懂了规则，而是拿着头部资产吃到了救市资金买入的红利，又不愿意背负救 市资金退出的代价，买的时候吃的满嘴是油，卖出的时候亏钱了掀桌子说昏招，买入就是为 了卖出这又有什么问题，如果说卖出是昏招，那昏招根源就是买入。你在买入的时候不会说 这是昏招，因为你知道什么对你有利什么对你不 ...

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。 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 大家都来说说把重心转移到投资后的心态变化吧 https://www.jisilu.cn/question/517617 好奇，谁在接盘救市资金退出呢？ https://www.jisilu.cn/question/517610 讨论很热的大v操纵市场被处罚你怎么看 https://www.jisilu.cn/question/517703 总忍不住看盘，怎么治？ https://www.jisilu.cn/question/517735 关注集思录微信 特别提示 ...

一月份有亏的吗？现在亏了一个点了。 jsfq 一月份怎么可能只让你亏这么点，别急啊。 锁螺丝 重仓黄金股和有色股，已经有35个点的利润。 宿不移 前两年1月收益都不错，可后来全年都很平庸。 去年1月就已经达到10%，心想有些太美好啦，不可持续。果然，大幅回撤5%，也是全年最 大回撤，缓慢恢复到到半年时，还没恢复到10%，全年也只有31%。 今年目前为止，除了一天，其余工作日都是新高，已经8%+，又是美好得不可想象。 大暴击应该不远了，都站稳吧。 重仓酒和温氏股份。 一月没亏，赚20%左右。 趋势交易者 才亏一个点，珍惜吧，这才刚开年已经快-20了。 ld180030118 眼光放长远点，十四五已过，实施十五五计划，失去的仅仅那么一点点，向前看是星辰大 海。 wind3 我亏了4个点。 bloodq 一月份应该不会亏吧。 我刚才仔细核算了一下，一共买了82个股票、基金。A股沪深B可转债美国日本德国印度香港 巴西。平常不要太费心管的，几个账户粗粗估了下应该有5个点。较重仓是科创封闭基金。 好玩的。也不用担心什么牛市暴跌。除非全世界一起完完。 asdn88 静心无为 @sanbeishui 那就跟着GJD好了，ET ...

Core Viewpoint - The article illustrates the unpredictable nature of life through the story of a once-successful individual whose life drastically changed due to an accident, leading to financial and personal turmoil [1][2][3]. Group 1: Personal Circumstances - The individual was a middle-level employee earning an annual salary of 300,000 to 500,000 yuan, living a life envied by peers before a sudden accident changed everything [1]. - The accident resulted in multiple fractures and brain injury, leading to a long and painful recovery process that ultimately affected his ability to work and maintain his previous lifestyle [1]. - After the accident, the individual faced significant challenges, including being dismissed from his job after a few months of social security payments, leading to financial instability [1][2]. Group 2: Financial Implications - The individual had a monthly mortgage payment of over 30,000 yuan, which became a burden after losing his income [2]. - The article highlights the financial strain on families when one income source is lost, particularly in high-income households where both partners contribute significantly [4]. - The narrative suggests that the individual’s financial situation may have had underlying pressures even before the accident, indicating a precarious financial balance [6]. Group 3: Investment Lessons - The story serves as a cautionary tale for investors, emphasizing the importance of not being fully invested and maintaining a buffer for unexpected risks [7]. - It warns against the use of leverage in investments, as borrowing can create financial vulnerabilities [7]. - The article stresses that health and safety are foundational to wealth, and any disruption in these areas can lead to significant financial collapse [7].

Core Viewpoint - The recent trend of issuing two new stocks per week on the Beijing Stock Exchange has led to a decline in the performance of new stock offerings, indicating a saturation of speculative funds in the market [1]. Group 1: New Stock Performance - The initial excitement around new stock offerings has diminished, with the combined return from two new stocks this week only reaching 0.08%, similar to the return from a single stock in the past [1]. - Investors have expressed a preference for a single new stock issuance per week, as it simplifies the process and allows for additional interest earnings from reverse repos [1]. Group 2: Market Dynamics - The increase in new stock issuances has resulted in a competitive environment, referred to as "involution," where the profitability of new stock subscriptions is decreasing [1].

两点多去派出所申请出警回执，门卫处登记的时候，里面的几个人一起热火朝天的盯着一部 手机，高兴的喊着"还是涨了涨了" 这个跟单位食堂里吃饭，嗡嗡声一片里传出来各种股神大侃神术，一样叫人害怕啊…… 想跑了。 rochellef1 我猜lz很年轻。 现在的气氛，远的不说，甚至不如924之后的那个国庆节。买私募和公募的热情，也比不上 21年白马牛的巅峰。 那些老股民，经过熊市拷打的，牛市已经不会玩了，赚一点就跑赚一点就跑，当时的段子 是，"牛市来了，不要跟老股民混，他们只会妨碍你赚钱；要跟新股民一起玩，他们会带你装 B带你飞" 更加不要说15年的杠杆牛，在外面吃饭，碰到聊得最多的不是买什么股票，而是从哪里哪里 配了几倍几倍的杠杆。 再往前，还有07年530半夜鸡叫，之后的冲顶行情。当时去营业部开户还要排队。我那个时 候在大华那边的海通开户，排了差不多两个小时。双边千三的手续费，券商还给你脸色看。 在之前我就没有亲历过了。现在的水温，最多也就七八十度吧。不算什么。 现在无非是聊股票的开始多一点。以前任何一波牛市的高峰，都是大把人一天赚了3年工资， 辞职炒股的。卖房炒股的。 小白律师 这才哪到哪，15年上半年，我出差在高 ...

Group 1 - The article discusses the proposed adjustments for convertible bonds, specifically mentioning Hongchuan Convertible Bond and Fangyuan Convertible Bond, which are set for adjustments on January 22, 2026 [2][7]. - It provides detailed information on various convertible bonds, including 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 [4][6]. - Notable convertible bonds include HuGong Convertible Bond with a current price of 135.022 and a conversion value of 135.94, and YingTe Convertible Bond with a current price of 152.147 and a conversion value of 152.47 [4]. Group 2 - The article highlights several companies planning to reduce their shareholdings, including Hengshuai Co., Ltd. with a maximum reduction of 2.83%, and Jingrui Electric Materials with a maximum reduction of 2% [7]. - It mentions Jingke Energy's projected loss for 2025, estimated between 5.9 billion to 6.9 billion yuan [7]. - The article also notes the upcoming issuance of Longjian Convertible Bond and Aiwei Convertible Bond, as well as the listing of Guoliang New Materials [7].

爆量50倍，而且没把etf砸下去多少.这是谁在接呀？ 我猜测是套利大资金在接，卖出手里的一揽子股票，然后去接etf，是不是会这样玩呢？ 谁科 普一下呢？ GLZ0514 24年924启动以及25年关税战救市，汇金都是通过二级市场增持ETF的方式注入流动性。当 时都是做市商大额挂卖一，汇金主动敲卖一挂单实现顺时一定的溢价，这样做市商通过买入 一篮子股票换成ETF卖给汇金，最终实现给市场注入流动性。 这次就是反过来操作的，做市商大额挂买一，卖方主动敲买一挂单实现顺时一定折价，做市 商买入ETF换一篮子股票卖出，实现市场流动性回收。 25年关税战2天，gjd通过买入ETF带动老宽基净申购差不多540亿份，差不多2000多亿元救 助流动性。这次2天老宽基差不多净赎回了440亿份（深圳的数据还没更新），估计就是把关 税战的救市成果实现落袋了。 恶心的地方就是，这么搞，GJD就变成了最大的操纵者了。底部自己买，然后各种利好，各 种欢迎短期资金欢迎活跃资金；现在减持，盘后就说2026年第一任务严打过度炒作…日本央 行2010年增持ETF后15年才开始卖。咱们1年都拿不到 luckzpz 其实救市资金买的时候跟着买ETF，然 ...

Group 1 - The article highlights the popularity of new stocks on the Beijing Stock Exchange, with an estimated 1 trillion yuan expected to be invested in the upcoming IPOs, suggesting a conservative estimate of 700,000 applicants for 100 shares of Meidele [1] - Meidele's estimated subscription amount is projected to be 10,000 million yuan, with a public offering market value of 603 million yuan [2] - The estimated winning rate for Meidele's shares is approximately 0.060% [2] Group 2 - The article discusses the financial performance of a wealthy relative who achieved a 60% return on investments last year, indicating a trend of individuals turning to stock trading due to a lack of business opportunities [3] - The author mentions a strategy focused on dividend stocks, contrasting it with the relative's approach of investing in high-risk stocks [3] - The article notes the recent performance of convertible bonds, including announcements of strong redemptions and non-adjustments for specific bonds [5][7]