快捷查询： 搜索公众号"jisilu8"添加我们 凯盛新材：股东拟询价转让4.75%公司股份 信测标准：控股股东一致行动人拟减持不超3%公司股份 科思股份：实控人之一拟减持不超3%公司股份 中宠股份：股东拟减持不超1.5%公司股份 福莱新材：股东拟减持不超1.33%公司股份 珠海冠宇：公司与ATL专利争议案终审胜诉 锋工转债：不强赎 建工转债：不下修 兴森转债：【最后交易日】 关注集思录微信 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。 特别提示 ...

想问下大家的证券账户都对家属比如另一半/父母等公开吗？ 他们能随时查看账户情况吗？ 家里所有资源，我都是能够随时任意调动，我老婆的工资卡都经常被我调得一分不剩。老婆 和孩子只关心下次去哪旅游，换什么车。 孩子有时候问我涨了吗？我指指电脑屏幕：你来帮我把上市公司公告里的数据收集好，我就 告诉你。娃拍拍屁股就走了。 大道之行也 如果他们知道密码，会不会对自己操作账户产生一定的心理负担？ 【今天账户被家属登入后卖出了一只股票，愤怒发帖】 我是女的，帮父母理财，如果是他们的钱，账户密码他们应该知晓吗？ PS：我妈昨天跌停价卖了ST新潮【微笑】 宿不移 我个人在生活中从来不提股票，仿佛我是一个和股票绝缘的人。 我姑姑知道我股市赚钱不少，每当大家庭聚会谈到股票时，她总是疑惑地看我，怎么我从来 不对此发表一句意见？她问我，你不是也炒股吗？我说，我买股票的，但是我不炒股，我不 会炒股。她搞不懂我的话是什么意思，也就作罢了。 之前我父亲有时候忍不住谈股票，都被我立即岔开话题。不久前他撞上大运，海能达让他功 成身退（23年时间十来万来来回回终于到20万），现在不玩了，凑满50万把账户给了我。 他想玩给他开个户自己玩去。 他知道账 ...

是不是现在美国利率也比较高，很多国外资金陆续流入美国，购买各种资产包括美股，特别 是有很多定投美股的，一直给美股提供流动性，美国政府也是一直托市怕股市大跌，因为选 票与金主利益。 我认为随着美国国债越来越多，寅吃卯粮，且面临中国在高科技领域的激烈竞争，美股特别 是纳斯达克指数高估了，你觉得美股高估了吗？ 主任卡员 没有不破的泡沫，但是什么时候破不好说。中房美股，中房一直涨的神话已经破了，美股也 是早晚的事。 花过水无痕 美国上市公司CEO和高管的收入和股价高度绑定，也就是受普通小股东和大股东的利益基本 是一致的。当然这不代表没有熊市，还是至少几年一波的比例。但这种利益结构长期上涨的 逻辑是有的。 最近很长时间以来，发现有利空美股只是短暂下跌，很快会涨回来不断创新高，巴菲特有个 指标，美股市值在美国GDP70-80%时是比较合理的，现在看已经超过了200%，有好几个 美股上市公司市值已经超过了四万亿美元，而且很多上市公司市盈率很高。 二、美股不断回购。 筹码变少了，基本锁定在少数机构手里。 美国用美元全球商品，其它国家也只能购买美国国债，美国政府不断提高美国医保，提高教 育保障，百姓钱用于消费，很大部分用于金融 ...

Group 1 - The article discusses the strong redemption of Lende Convertible Bonds [1] - The shareholder Sichuan Capital Market Relief Development Fund plans to continue increasing its stake in Diou Home by investing between 40 million to 60 million yuan [1] - The actual controller and concerted parties of Hengfeng Information intend to reduce their holdings by no more than 3% of the company's shares [1] - Yongxi Convertible Bonds have been listed [1] - Huadian New Energy has new shares listed on the Shanghai and Shenzhen stock exchanges [1]

Group 1 - Lingkang Convertible Bond: The board proposed a downward adjustment [1] - Shanshi Convertible Bond: The downward adjustment is nearing the bottom [1] - Guoda Convertible Bond, Yong'an Convertible Bond, Beilu Convertible Bond, Feilu Convertible Bond: Strong redemption [1] Group 2 - Yuanshin Industrial: The actual controller's concerted actor plans to reduce holdings by no more than 1.53% of the company's shares [1] - Tongwei Co., Ltd.: Expected net loss of 4.9 billion to 5.2 billion yuan in the first half of the year [1] - Lutai A: Expected net profit of 330 million to 370 million yuan for the first half of 2025, a year-on-year increase of 94.62% to 118.21% [1] Group 3 - Shunbo Alloy: Expected net profit of 150 million to 190 million yuan for the first half of 2025, a year-on-year increase of 78.81% to 126.49% [1] - Quanfeng Automotive: Expected net loss of 185 million to 155 million yuan for the first half of 2025 [1] - Suli Co., Ltd.: Expected net profit of 72 million to 86 million yuan for the first half of 2025, a year-on-year increase of 1008% to 1223% [1] Group 4 - Longi Green Energy: Expected net loss of 2.4 billion to 2.8 billion yuan for the first half of 2025 [1] - Linggang Co., Ltd.: Expected net loss of 577 million yuan for the first half of 2025 [1] - JA Solar Technology: Expected net loss of 2.5 billion to 3 billion yuan for the first half of 2025 [1] - BluFan Medical: Expected net loss of 150 million to 100 million yuan for the first half of 2025 [1] - Shuangliang Energy: The company expects a net profit of -650 million to -500 million yuan for the first half of the year [1]

Group 1 - The article discusses the varying consumption behaviors of stock investors based on their earnings, highlighting that those who have made profits tend to spend more, while those who have not may be more frugal [5][10][11] - It emphasizes the psychological aspect of spending, where significant earnings can lead to impulsive purchases, contrasting with the more cautious spending habits of those with stable incomes [10][11] - The article suggests that the overall consumption in society is influenced by the wealth distribution among stock investors, with higher consumption from those with a greater marginal propensity to consume [8][9] Group 2 - The narrative includes anecdotes of individual investors, showcasing their modest lifestyles despite significant earnings, indicating a trend of prioritizing investment over consumption [1][3] - It points out that the shift in consumer behavior is not just about personal wealth but also reflects broader economic trends, where increased spending on premium products can drive company profits and worker wages [4][5] - The article argues that a lack of consumption can hinder economic growth, suggesting that consumer spending is essential for societal progress [4][5]

Group 1 - The core viewpoint of the articles highlights various companies' shareholder actions, financial forecasts, and market activities, indicating potential investment opportunities and risks in the market [1][2]. Group 2 - Qingyuan Co., Ltd. plans to reduce its shareholding by no more than 1% of the company's total shares [1] - Jiamei Packaging also intends to collectively reduce its shareholding by no more than 1% [1] - ST Dongshi is publicly recruiting investors for restructuring [1] - Hongcheng Convertible Bond will not be forcibly redeemed [1] - Jintian Co., Ltd. expects a net profit of 340 million to 400 million for the first half of 2025, representing a year-on-year increase of 176.66% to 225.48% [1] - Meijin Energy anticipates a loss of 700 million to 480 million for the first half of 2025 [1] - Zhonglu Convertible Bond and Kuitian Convertible Bond will not undergo adjustments [1] - Xizhen Convertible Bond has been listed [1] - Shanda Electric Power and Jiyuan Group are new stocks available for subscription on the Shanghai and Shenzhen exchanges [1] - Southern Universal Data Center REIT (508060) and Southern Runze Technology Data Center REIT (180901) are available for subscription [1]

大家都在讨论牛市，我却在股市上颗粒无收，难道我穿越了，伤心一分钟。 qgj8848 有幸经历过两次大牛市，07、15年，我的经验就是如果有牛市，就持仓不动，早晚会到，也 千万别想着高抛低吸，拿稳扶好。实在受不了、拿不住，就拿大盘指数，牛市大部分人都跑 不过指数，且掉头时也有时间跑。 其实，现在就拿证券ETF，牛市，证券迟早还要来一波。 另外到了牛市后期（指数涨幅较大后），少来论坛看消息，千万别被洗脑，变的是各种理 由，不变的是成交量。 e老实和尚 今年全A等权涨了20.51%，这意味着广大散户朋友随便买只股票平均收益都有20.51%。今 年是牛市无疑。不要试图预测市场，顺势而为，涨就跟随，将来跌了那是将来的事，目前不 必考虑。 这次长期逻辑变了， 以前上市套现，炒股挣钱之后都是把钱转出股市去买房，买车。 现在你在股市上套现后拿着钱能干什么？ 买房？（呵呵）。买车？（国补不是提前消费了一 轮了吗），还是存银行？（拿1%的利息）。 鼎级外星人 以前你错过了几次牛市？ 今年如果是你投资生涯第一次错过牛市，那不是你的错。不算遗憾。 某种程度上来说，甚至是一笔财富。 但如果这是你第二次，第三次，甚至第N次错过牛市， 那 ...

Group 1 - The article discusses the challenges in stimulating consumer spending, highlighting various economic factors that contribute to the current situation [1] - It emphasizes the impact of market conditions on consumer confidence and spending behavior, suggesting that external economic pressures are hindering growth [1] - The piece also touches on the historical context of market fluctuations, referencing past events that have shaped current consumer sentiment [1] Group 2 - The article mentions the importance of addressing unfair competition and internal competition within industries to foster a healthier economic environment [1] - It raises concerns about the current state of convertible bonds, indicating that they may be at a high point and prompting discussions on future investment strategies [1]

Core Viewpoint - The article discusses the changing dynamics of population movement and economic conditions in China, particularly focusing on the decline of county-level cities and the implications for real estate investment [1][5]. Group 1: Population Movement - There has been a significant shift in population movement patterns, with individuals returning to their hometowns or lower-tier cities instead of moving to higher-tier cities, which was common in the past [2][3]. - The influx of people returning to lower-tier cities has created a temporary economic boost, but this is not sustainable as it relies on one-time wealth effects rather than ongoing income growth [4][6]. Group 2: Real Estate Market - The real estate market in many county-level cities is facing challenges due to population decline and lack of job opportunities, leading to stagnant or declining property values [1][8]. - The article suggests that while some county-level cities may maintain stable prices, the overall trend indicates a decrease in investment attractiveness for real estate in these areas [7][8]. Group 3: Economic Conditions - The article posits that the economic downturn driven by the real estate sector is nearing its end, and a shift towards new economic growth is expected, although this may not immediately benefit lower-tier cities [5][6]. - The long-term trend suggests that population density and economic efficiency will continue to favor higher-tier cities, leading to a potential resurgence in their economic activity [6].