Group 1 - The core viewpoint is that Chinese automotive brands are increasingly competitive, with improved aesthetics, lower prices, and better quality, challenging foreign car manufacturers [1][10] - The market is underestimating the potential of new Chinese car manufacturers, with the transition to electric vehicles and smart driving technology being inevitable trends [1][3] - The author expresses a stronger preference for domestic tire stocks over automotive stocks, citing the easier global expansion potential for tire manufacturers compared to car manufacturers [1][2] Group 2 - Tire stocks have recently experienced significant declines, while automotive stocks have seen notable increases [2] - Tire stocks are characterized by low valuations and high dividends, whereas automotive stocks have high valuations and low dividends [2] - The competitive landscape for tire stocks is clearer compared to the still-evolving competition in the automotive sector [2]

Group 1 - The board of directors of Jiali Convertible Bond and Qibin Convertible Bond proposed a down adjustment [1] - Tianyang Convertible Bond is subject to strong redemption [1] - Baichang Convertible Bond's rating has been downgraded to A due to expected losses in 2024 and Q1 2025, with risks in biogas power generation and liquidity issues [1] Group 2 - Blue Sky Gas's controlling shareholder plans to increase holdings of company shares by 100 million to 150 million [2] - The actual controller of Rongsheng Environmental Protection has been changed to bail pending trial by public security [2] - Guanglian Aviation is transferring 10% equity of Chengdu Hangxin Aviation Equipment to four strategic investors [2]

Group 1 - The current market is experiencing a bull market, which is evident from the increased participation and sentiment among investors [1][2][4] - A significant number of stocks are showing positive performance, with an average increase of approximately 12% and a median increase of 6.17% in A-shares [3] - The majority of investors are reportedly making profits, with an average return of 13.81% among 118 reported cases [3] Group 2 - There is skepticism regarding the sustainability of the bull market, with some investors expressing concerns about potential corrections [7][10] - The market dynamics suggest a shift towards a "slow bull" rather than a rapid increase, as regulatory bodies aim to stabilize the market [10] - Investors are advised to focus on their own strategies and risk management rather than trying to predict market movements [2][9]

Core Viewpoint - The article discusses the adjustments in the conversion prices of various convertible bonds, highlighting specific changes and upcoming subscription dates for certain bonds [1]. Group 1: Convertible Bond Adjustments - The conversion price for "Hangyang Convertible Bond" has been adjusted from 26.59 CNY/share to 25.98 CNY/share, reflecting a decrease of 2% [1]. - Other convertible bonds such as Jianlong Convertible Bond, Tian23 Convertible Bond, Jiayuan Convertible Bond, and Jinggong Convertible Bond have not undergone any adjustments [1]. - The subscription dates for the "Xizhen Convertible Bond" and "Huachen Convertible Bond" are set for June 18 and June 20, respectively [1]. Group 2: Shareholder Actions - Guizhou Gas has reported that 147 million shares held by shareholder Beijing Dongjia have been frozen [1]. - Liyang Chip's shareholder plans to transfer 3.25% of its shares through an inquiry [1].

前些年就听说了其盲盒经济搞得蛮好，但想着也是一阵风，不会持久。 想不到啊！想不到！现在搞得满世界皆知啦！ 这两天各大电台电视台都在报道关注啊！ 再看其港股价格，更是一路直上云霄！ 不知道这家公司还会搞得多大呢？ zoetina52 每一代人都有每一代人的邮票。 huxj2015 想起当年的集邮，花了近万元..........不如儿子花1000元买的1.25312枚比特币..........目前价 值差数百倍...........世事难料啊。 成智雷 小时候，小店门前的1元转卡机，投1元硬币进去会出一张圣斗士闪卡，小时候没钱，喜欢的 卡没钱买，只能站在旁边看别小朋友抽，后来长大了，工作了，就开始了童年报复性补偿。 拼命的收集30年前的圣斗士老卡，150一张，也会买，再后来一买买了5位数，才停手，现在 这些卡放在角落里积灰，也就这样了，卖都卖不掉。 泡泡玛特其实也一样，价格就是买家觉得是这个价，卖家也觉得是这个价，大家都觉得是这 个价还会涨，那么就会炒上去。大家都觉得不是这个价了，没人要了，那价格就会降下来。 童年的情怀补了，钱花了，也就那样了，商家的饥饿营销，让人们得不到的永远在骚动。 知足即是幸福 烈火烹油， ...

Core Viewpoint - The article discusses the upcoming subscription for Guangxin Technology and the speculative nature of its potential stock performance, highlighting differing opinions on expected returns and market behavior [1]. Group 1: Guangxin Technology Subscription - Guangxin Technology is set to be subscribed, with discussions around the expected performance of its stock post-listing [1]. - Some market participants believe that the stock price needs to exceed 50 yuan for investors to break even, indicating a 400% increase from the issue price of 10 yuan [1]. Group 2: Market Reactions and Speculations - There are reports of intermediaries offering 0.19% returns for acquiring subscription accounts, suggesting a high level of speculation in the market [1]. - The optimistic projection that 200 shares of Guangxin Technology could yield over 8000 yuan raises questions about the realism of such expectations [1]. Group 3: Related Corporate Actions - Financial instruments such as Caotong Convertible Bonds and Ruida Convertible Bonds are proposed for down adjustment by their boards [1]. - Aggregation Shun has received a warning from the Zhejiang Securities Regulatory Commission for misusing raised funds for financial management [1]. - Dongfang Shenghong's controlling shareholder plans to increase its stake in the company by 500 million to 1 billion yuan [1].

金丹转债：强赎 宏辉果蔬：控股股东拟变更为申泽瑞泰，公司股票及可转债复牌 ST声迅：拟2805万元收购中辰应急51%股权 回天新材：公司控股股东之一致行动人所持2.5%股份将被司法拍卖 安克转债，电化转债：【申购】 隆22转债：不下修 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 锡振转债：6月18日申购 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。 ...

Core Viewpoint - The article discusses the impact of a recent alcohol ban in Anhui province on the liquor industry, particularly high-end brands like Moutai, and highlights the misconception that buying stocks supports the company rather than the previous shareholders [2][3][4]. Group 1: Alcohol Ban and Its Implications - The alcohol ban is seen as a response to fiscal constraints, with 40% of national fiscal spending allocated to public sector salaries and benefits [5]. - The ban has exacerbated existing challenges in the liquor industry, particularly for high-end brands, with Moutai's price dropping from a peak of 3,800 yuan to below 2,000 yuan [5][6]. - The demand for alcohol is declining, especially among younger generations who are less inclined to socialize and drink [9]. Group 2: Economic Context - The economic downturn and the real estate sector's struggles are fundamental issues affecting the liquor market [5]. - The article suggests that the alcohol ban is not the sole problem, as societal trends indicate a long-term decrease in alcohol consumption [8][9]. - The tax revenue from Moutai constitutes 57.8% of Guizhou's income, indicating the significant economic role of liquor companies [11]. Group 3: Investment Considerations - Some analysts suggest that the current market conditions may present a short-term buying opportunity for leading liquor brands, anticipating a rebound [16]. - The article emphasizes that the liquor industry may face prolonged challenges until weaker brands exit the market [16].

牛市已经来了，很多人却浑然不知，甚至空仓。 今天和几个老哥在探讨股市，老哥A不相信会有牛市；老哥B说牛市快结束了，924那一波就 完事了；老哥C已清仓观望；而我坚定的说牛市在进行中。。。 牛市已经来了，很多人却浑然不知 https://www.jisilu.cn/question/510331 大家是如何度过工作压力最大的阶段的？ https://www.jisilu.cn/question/510288 禁酒令，白酒何时止跌 https://www.jisilu.cn/question/510380 什么才是交易的最高境界？ https://www.jisilu.cn/question/510280 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 ...

去年5月底离开工作了17年的外企，拿大礼包走人，然后顺势开启全职投资模式。本人985本 硕，本金800w，且已有近20年的股票投资经验。 去年9月份得知一同时离职的老同事入职了一家国企，我跟那家公司聊过后对方给了offer，薪 资总额是之前外企的65%左右，当时觉得工资降幅太大，就没立刻去入职。 近一年全职投资下来，日子确实自由、清闲，但与人接触少偶尔也会无聊。之前是中长线投 资，全职有更多的时间研究新的投资工具，但目前感觉也没有显著提升投资业绩，估计全职 投资后也就提升年投资业绩2-4%。 目前投资A股、港股和美股，境外账户年化有11%左 右，A股投资业绩差一些，因多账户没仔细统计，估计年化在5-10%左右。 近一年在网上看到很多IT同行失业，找不到合适的工作。自己手拿一个年包70w的工作机会， 还不肯去上班，感觉有点作。另外今年已44岁，高龄人员找工作确实不易，如果近期去那家 国企入职应该还有机会，再过半年后这个工作机会还在不在就难说了，错过这个机会，以后 想再回职场可能就难了。另外我爱人在国企上班，她虽没反对我全职投资，但偶尔也会有点 怨言，她觉得投资收入没工作稳定。坐标上海，家有两娃，两套两房，总市值 ...