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3日投资提示:百川畅银控股股东及其一致行动人拟协议转让10%股份
集思录· 2026-02-02 13:33
Core Viewpoint - The article discusses various convertible bonds, including their current prices, redemption prices, last trading dates, and conversion values, highlighting the potential investment opportunities and market dynamics in the convertible bond sector [1][3][5]. Group 1: Convertible Bonds Overview - Meino Convertible Bond (Code: 113618) announced a price adjustment on February 3, 2026 [1]. - Baichuan Changyin's controlling shareholder and its concerted parties plan to transfer 10% of their shares [1]. - Shangtai Convertible Bond is set to be listed on February 5, 2026 [1]. Group 2: Convertible Bond Market Data - Huari Convertible Bond (Code: 118009) has a current price of 159.442, with a strong redemption price of 101.105, and a last trading date of January 28, 2026 [3]. - Z Song Convertible Bond (Code: 123159) is priced at 156.110, with a strong redemption price of 100.540, and a last trading date of February 2, 2026 [3]. - Z Fumia Convertible Bond (Code: 118029) has a current price of 145.966, with a strong redemption price of 100.218, and a last trading date of February 2, 2026 [3]. - Z Me Convertible Bond (Code: 127042) is priced at 496.200, with a strong redemption price of 100.893, and a last trading date of February 2, 2026 [3]. - Fuli Convertible Bond (Code: 118043) has a current price of 151.649, with a strong redemption price of 100.397, and a last trading date of February 5, 2026 [3]. - Shentong Convertible Bond (Code: 111016) is priced at 119.486, with a strong redemption price of 100.445, and a last trading date of February 9, 2026 [3]. - Beigang Convertible Bond (Code: 127039) has a current price of 129.770, with a strong redemption price of 101.130, and a last trading date of February 9, 2026 [3]. - Huazheng Convertible Bond (Code: 113639) is priced at 167.040, with a strong redemption price of 100.153, and a last trading date of February 10, 2026 [3]. - Sailong Convertible Bond (Code: 123242) has a current price of 129.015, with a strong redemption price of 100.330, and a last trading date of February 27, 2026 [3]. - Tianjian Convertible Bond (Code: 127071) is priced at 133.318, with a strong redemption price of 100.810, and a last trading date of March 2, 2026 [3]. - Guanglian Convertible Bond (Code: 123182) has a current price of 168.600, with a strong redemption price of 100.960, and a last trading date of March 3, 2026 [3]. - Xingfa Convertible Bond (Code: 110089) is priced at 129.209, with a last trading date pending announcement [3]. Group 3: Additional Convertible Bonds Data - Aojia Convertible Bond (Code: 128097) has a current price of 109.837, with a redemption price of 110.000, and a last trading date of February 12, 2026 [5]. - Huazheng Convertible Bond (Code: 110067) is priced at 125.926, with a redemption price of 107.000, and a last trading date of March 6, 2026 [5]. - Lianchuang Convertible Bond (Code: 128101) has a redemption price of 113.500 and 110.000, with a last trading date of March 11, 2026 [5].
众爱卿为何一言不发
集思录· 2026-02-02 13:33
Group 1 - The market has experienced significant downturns, with various commodities such as crude oil, silver, copper, and gold seeing substantial declines, indicating a volatile trading environment [8][10][11] - Investors are expressing frustration and confusion over their losses, with some reporting drastic changes in their profits, such as a drop from +450,000 to -120,000, reflecting a 57% drawdown [4][6] - The sentiment among investors is one of despair, with many feeling that their previous gains have been wiped out in a short period, highlighting the unpredictable nature of the market [7][9] Group 2 - The performance of specific assets has been poor, with silver and gold experiencing significant drops of 17% and 16% respectively, indicating a bearish trend in precious metals [8][10] - The overall market sentiment is negative, with discussions around the sustainability of market levels, such as the 4000-point threshold, suggesting concerns about future performance [9][12] - The community is actively sharing their experiences and insights, indicating a collective struggle among investors during this challenging market phase [12]
惊呆了,白银居然跌了28%
集思录· 2026-02-01 13:27
这赶上1987大崩盘了吧? 那问题来了, 国内要是白银期货跌停的话,国投lof是不是平不了仓? 所以周一没法赎回? 想了想,要是白银期货封死跌停,基金公司可以下调公允价值到比如两个-三个跌停,一天净 值跌20%-30%这样也能解决。 不管怎么样都挺刺激。 星星爸爸2025 我前晚查看境外白银账户时,账户里最高的时候有11万美金,可今天一觉醒来,仅剩下3万4 千美金。被强平了! 原来在一月份的金融市场中,最引人瞩目的并非商业航天,也不是AI芯片,而是白银期货那令 人瞠目结舌的行情。 前天晚上,美国白银期货COMEX白银价格一路飙升至最高点121.785美元每盎司,市场一片 沸腾,投资者们沉浸在牛市的狂欢之中。然而,风云突变,到了今天凌晨,最低跌至74美元 每盎司,累计从高点暴跌39.2%。如此剧烈的波动,让整个市场为之震颤。 我的投资策略是境内外白银对冲套利。在境外,我做多两手SI白银,每手为1000盎司的小 SI;在境内,则做空4手上海白银期货AG,每手15千克。由于1盎司等于31.1035克,那么 1000盎司就相当于31.1035千克,经过这样的换算,境内外做空和做多的白银数量基本实现 了平衡。 回顾过往 ...
2日投资提示:航天宏图预计净资产为负或被ST
集思录· 2026-02-01 13:27
麻了,太多亏损公告了,列不过来,随便挑了一些 周一围观白银LOF跌停 新希望:预计2025年净利润为-15亿元至-18亿元 科沃斯:预计2025年净利润为17亿元至18亿元,同比增加110.90%至123.30% 科华生物:预计2025年全年亏损7.40亿至5.80亿 卫宁健康:2025年预计亏损3.2至3.9亿元 科顺股份:预计2025年净利润亏损3.8亿元–5.7亿元 蓝帆医疗:预计2025年全年亏损8.5亿至6.5亿 闻泰科技:2025年预计亏损为-135亿元至-90亿元 风语筑:控股股东拟减持不超过3%股份 奥锐特:董事拟减持不超过0.98%股份 航天宏图:预计2025年年末净资产为负,公司股票可能被实施退市风险警示 爱得科技:北交所新股【申购】 易思维:沪深新股【申购】 华夏中核清洁能源REIT(508050):【上市】 | 转债代码 | 转债名称 | 类型 | 日期 | 公告 | | --- | --- | --- | --- | --- | | 111014 | 李子转债 | 不下修 | 2026-01-31 | 公告 | | 113610 | 灵康转债 | 不下修 | 2026-01-31 | ...
本周热点:LOF基金套利页上线
集思录· 2026-01-30 13:41
LOF基金套利页上线 https://www.jisilu.cn/question/518164 如果自己辛辛苦苦攒了一辈子的钱被孩子没几年就败完了,是何感受? https://www.jisilu.cn/question/517959 现在的老登股,有点可转债的味道了 https://www.jisilu.cn/question/517907 你的本职工作有意义吗? https://www.jisilu.cn/question/517944 今日账户资产正式步入A8行列 https://www.jisilu.cn/question/517950 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。 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 ...
牛市必备话题:你的工作有意义吗?
集思录· 2026-01-30 13:41
想听听各位对"本职工作意义"的真实看法。 这里说的意义,不是收入水平,也不是社会地位,而是: 这份工作本身,是否值得你长期投入清醒时间。 就我个人而言,本职工作中真正让我觉得有意义的部分并不多。 更多时候是在处理一些我并不认同、但又不得不做的事务: 和一些不聪明、没格局、但掌握流程和话语权的人反复拉扯 明知改进空间有限,却依然要做的形式性工作 能看到问题,也知道更优解,但个人几乎无法推动结构性改变 从理性角度看,我并不认为工作一定要有"崇高意义"。 对多数人而言,它更像是一种: 稳定现金流来源 风险相对可控的"类债券资产" 真正的复利,往往来自工作之外: 投资能力、资本积累、认知提升、家庭关系等。 但现实中的困扰在于: 当一份工作既缺乏内在认同,又占据大量高质量时间时,这种时间消耗本身是否构成隐性成 本? 因此想请教各位: 你当前的本职工作,对你来说是"有意义的资产",还是单纯的现金流工具? 如果你认为它缺乏意义,你是如何在心理上与之相处的? 接受其工具属性 通过高收入进行补偿 还是在为逐步退出做准备 欢迎从个人经历出发讨论,不求共识。 永不止步啊 我是个工程师,我觉得工作还是很有意义的,工作让我有机会探索这 ...
美林风扇似乎转起来了?
集思录· 2026-01-29 13:34
市场如江湖,风起云涌,稍不留神便会被裹挟其中。说到这"美林风扇",就像一把无形的江 湖兵器,看似飘忽不定,却又锋利无比。 在这个市场江湖里,观者如你我,若能顺风而行,跟随风扇的节奏而舞,既可享受轮动带来 的惊喜,也需提防叶片突转时的骤风。美林风扇似已转动起来,只是江湖险恶,风向永远在 变,不可掉以轻心。 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 关注集思录微信 过去两三年的中国资本市场,便像武林高手试探刀法,先是缓缓试水——长期国债大旗飘 扬,资金如初入江湖的少年,先躲在安全之地,探探四周风声。那时候, 长期国债是YYDS ,吸引无数门派精英和江湖散修"苟之道,唯稳健尔。" 随着某队大举入场,海量金钱不再在钱庄空转,市场的风扇悄然转动。科技股与银行股联袂 登场,犹如江湖中崭露头角的哼哈二将,气势汹汹。资金纷纷追随,炒作如同 ...
30日投资提示:顺博合金财报信披不准确,收到监管函
集思录· 2026-01-29 13:34
Group 1 - Jintian Co., Ltd. plans to increase its shareholding by an amount between 50 million to 100 million yuan [1] - Jinpu Garden expects a full-year loss of 260 million to 210 million yuan for 2025 [1] - Hebang Biotechnology's shareholder intends to reduce its holdings by no more than 2% of the repurchased shares [1] Group 2 - Shunbo Alloy has received an administrative regulatory decision from the Chongqing Securities Regulatory Bureau due to inaccurate financial disclosures [1] - Mars Man expects a loss of 370 million to 270 million yuan for 2025 [1] - Seli Medical anticipates a net loss of 160 million to 209 million yuan for the 2025 fiscal year [1] Group 3 - Hongchuan Wisdom expects a full-year loss of 475 million to 443 million yuan for 2025 [1] - Various convertible bonds are listed, including Haomei Convertible Bond which will not be forcibly redeemed [2] - New stocks from Meidel and other companies are set to be listed on the Beijing Stock Exchange and Shanghai Stock Exchange [1]
29日投资提示:申昊科技:预计2025年亏损2.2亿至1.85亿
集思录· 2026-01-28 13:53
Group 1 - YuXing Co., Ltd. is expected to incur a loss of between 290 million to 220 million yuan in 2025 [1] - ShenHao Technology is projected to have a loss ranging from 220 million to 185 million yuan in 2025 [1] - Hongqiang Co., Ltd. anticipates a loss of between 32 million to 48 million yuan in 2025 [1] - Fengshan Group expects a profit of between 32.6 million to 48.6 million yuan in 2025, marking a turnaround from previous losses [1] Group 2 - The convertible bond market shows various bonds with current prices and redemption values, indicating potential investment opportunities [2][4][6] - Specific convertible bonds such as Huanxu Convertible Bond and Fulong Convertible Bond have current prices of 163.745 and 136.554 respectively, with redemption prices indicating potential gains [2] - The premium rates for several convertible bonds, such as Weixin Convertible Bond at 41.74%, suggest varying levels of attractiveness for investors [6]
现在已经牛市后期了吗?
集思录· 2026-01-28 13:53
今天出差,发现座位左边在看股票,右边也在看股票,到了目的地,发现在项目的人个个都在看股票,最后一个从来不聊股票的群,今天 都在聊什么有色行情,AI行情,这让我感到恐惧,集友们有什么观察吗,分享一下。 小白律师 现在是中场休息时间。 即使是中国式疯牛,也不是一百连阳没有回调的。 07年的6月,15年的1月都出现过长达一个月的中等幅度回调。 这之后才会进入后半场。 牛市来之不易,且行且珍惜。 陪伴成长 我再等等,等到有人教我炒股的时候。。。 CarryCai 早着呢,现在还有人亏损,有人卖飞,有人才新进坑。。。还需要等这批人赚到甜头,逐渐都梭哈,他们都坚定持有了,才算牛市后期。 林之夕 在我赚钱之前都不相信牛市结束。 指标狂人 身边好几个亲戚朋友都进场了,刚进场赚了几百块得瑟得很,哈哈!看看什么时候收割! 来自地球1984 牛二阶段,自己的接连卖飞 周围人偷偷炒股。 lw0w 看图说话 | 23:50 | | | 司花顺 App | | ·II 6 O | | | --- | --- | --- | --- | --- | --- | --- | | | | | A股平均股价 | | | | | | | | 83 ...