蓝帆医疗：公司子公司拟4亿元收购实控人持有淄博宏达热电80%股权 公司的控股子公司山东蓝帆健康科技有限公司（以下简称"山东健康科技"）拟以自有资金4亿元收购李振平先生、上海朗晖企业发展有限公 司（以下简称"上海朗晖"）持有的淄博宏达热电有限公司（以下简称"宏达热电"或"目标公司"）80%股权 维尔利：公司就工业环境机器人解决方案与Primech Holdings签署战略合作框架协议 欧派家居：控股股东之一致行动人拟增持5000万元-1亿元股份 中环环保：拟变更公司证券简称为"中赋科技" 英搏转债：强赎 博俊转债：不强赎 健信超导：沪深新股【申购】 | | | 近期转债重要公告 | | | | --- | --- | --- | --- | --- | | 转债代码 | 转债名称 | 类型 | 日期 | 公告 | | 123249 | 英搏转债 | 强陵 | 2025-12-13 | 公告 | | 127069 | 小熊转债 | 不下修 | 2025-12-13 | 公告 | | 128119 | 龙大转债 | 不下修 | 2025-12-13 | 公告 | | 127062 | 垒知转债 | 不下修 | 20 ...

如果只能买一只票，你会买什么 https://www.jisilu.cn/question/515773 这周有几个有瑕疵的债开始下跌 跌错了吗？ 我看没有 退休规划：50岁之前攒够3000万 https://www.jisilu.cn/question/515910 这次真的不一样了 https://www.jisilu.cn/question/515847 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。 搜索公众号"jisilu8"添加我们 快捷查询： 茅台1400了，要不要买一手？ https://www.jisilu.cn/question/515887 关注集思录微信 ...

Core Viewpoint - The article discusses the significant increase in vegetable prices compared to previous years, indicating a trend of inflation in food prices, particularly vegetables, while some meat and fruit prices have decreased or remained stable [1][3]. Price Changes in Vegetables - Vegetable prices have increased dramatically, with items like cabbage now costing around 1-2 yuan per jin, compared to just a few dimes in previous years [1]. - Many vegetables have seen price increases of at least 50% compared to last year [3]. Price Changes in Fruits - Fruit prices have generally decreased, with strawberries available for under 5 yuan, cherries around 10 yuan, and grapes below 3 yuan [2]. - Citrus fruits like oranges are also affordable, with prices around 5 yuan for three jin [2]. Price Changes in Meat and Eggs - Pork prices have reached new lows, with prices for various cuts dropping below 10 yuan per jin [2][3]. - Chicken prices have seen fluctuations, with some cuts now priced above 20 yuan per jin, which is an increase from previous years [3]. - Egg prices have varied throughout the year, with current prices around 2.6 to 2.9 yuan per egg [2]. Regional Price Variations - There are notable regional differences in vegetable prices, with some areas experiencing higher prices than city centers [2]. - In Shenzhen, for example, prices for basic vegetables like lettuce and tomatoes are significantly higher, with lettuce costing around 6 yuan and tomatoes 7 yuan [8]. Supply Chain Factors - The article mentions that continuous rainfall in the autumn has severely impacted vegetable production in northern regions, leading to supply shortages and higher prices [5].

那为什么我觉得这次股市的发展会与以往都不一样呢？我觉得还是逃不开一个字"人"，有句话叫一个人 走得快，但是一群人走得远，而人最大的关注点无非是"利"，由此可得，我们需要把更多的人的"利"绑 在一起，唯有这样大家才会力往一处使，即所谓的利益共同体。在这里也想分享一下近期读的一篇公众 号"破晓笔记"写的关于人与人之间关系的文章，该篇文章较长，结论就是人与人的关系可以分为协作和 对抗关系，只要协作多了，自然群体的发展水平就高了。 再回到开头所提到的各项政策，我觉得就是针对把更多的人的利捆绑在一起，然后以加强其协作能力。 只要绑定的人的利够多，我觉得这个事情成功的可能性就越大，因为他已经输不起了，好比现在的美 股，所以我认为现在的A股和以往不一样。 虎啸今生 资本市场的分配属于财富的再分配，该轮分配可以起到缩小贫富差距的作用 ... 这句完全是谬论。 优游涵泳 小散别自己加戏，就是来赌场参赌的。 又是一年岁末年初，政策面消息频出，比如公募基金有关管理办法、保险业风险因子调整以 及证监会领导关于券商公司杠杆的发言，再结合前几年的个人养老金制度推出，上述这些我 把他们归结为战术层面。 战略层面的我认为其实就一点社会发展的 ...

Group 1 - Company Jiutian Pharmaceutical plans to invest no more than 400 million yuan to acquire the patent and technology for the small molecule analgesic drug YJ2301 from Suzhou Yuanju [1] - The last trading day for Jian Gong Convertible Bond is set for December 16, 2025 [1] - The proportion of convertible bonds held by Youmeili Investment Management in Wanfu Convertible Bond has reached 20%, with a total of 1,230,467 bonds held as of December 11, 2025, accounting for 20.51% of the total issuance [1] Group 2 - Shengxun Convertible Bond will not undergo a downward adjustment [2] - New stocks from Xihua Technology and Tianmo Measurement are available for subscription [2] - The listing of Ruike Convertible Bond has been confirmed [2] Group 3 - Various convertible bonds are listed with their current prices, redemption prices, last trading days, last conversion days, conversion values, remaining scales, and the proportion of convertible bonds to the underlying stocks [5][7]

Group 1 - Tian Nai Technology's shareholders plan to reduce their holdings by no more than 2.5% of the company's shares [1] - Yu Xing Co., Ltd. shareholders intend to reduce their holdings by no more than 1% of the company's shares [1] - The controlling shareholder of Blue Sky Gas, Blue Sky Group, has had 4.33% of the company's shares judicially frozen [1] Group 2 - Jinlang's convertible bond proposal is to adjust downwards [1] - Several convertible bonds including Yinwei, Dier, and Qixiang will not be adjusted [1][2] - Dingjie convertible bond will be available for subscription on December 15 [1] Group 3 - Various convertible bonds have been listed 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 [4][6]

Group 1 - The article discusses the challenges of achieving a 10% annual return on investments, particularly in the context of low bank interest rates and the performance of bank ETFs [1] - It highlights the historical performance of various sectors in Japan from 1991 to 2020, noting that healthcare, information technology, and consumer sectors performed the best, while financial and telecommunications sectors lagged [3] - The article suggests that the current market conditions favor large-cap stocks, but there is potential in small-cap stocks as well, with specific mention of companies like Huahong Semiconductor [8] Group 2 - The article mentions the potential benefits of investing in dollar-denominated bond funds, especially with the anticipated interest rate cuts by the Federal Reserve [9] - It emphasizes the importance of specific stock selections, indicating that many popular recommendations may not yield the best returns [5] - The article also references the long-term performance of Midea Group, suggesting an annualized return of 9% [4]

Core Viewpoint - The article discusses the "FIRE calculator" as a tool to estimate how long one can live without working, based on a certain principal amount invested and annual expenses deducted from investment returns [1][2]. Group 1: Financial Calculations - The annual consumption is calculated as: Yearly Consumption = (1 + Inflation Rate%) × Previous Year Consumption [2]. - The annual interest is calculated as: Yearly Interest = (Previous Year Principal - Yearly Consumption) × Annualized Interest Rate% [2]. - The principal for the next year is calculated as: Principal = (Previous Year Principal - Yearly Consumption + Yearly Interest + Yearly Income) [2]. Group 2: Investment Scenarios - A scenario is presented where a 30-year-old with 3 million yuan principal, an annual investment return of 4%, and first-year expenses of 60,000 yuan can sustain themselves for over 100 years under a market inflation rate of 2.229% [2]. - The article suggests that with appropriate housing and 3 million yuan for investment, achieving a 4% annual return could be a basic threshold for early retirement [7]. Group 3: Economic Context - The average inflation rate in China over the past decade is around 2.229%, indicating that food prices have remained relatively stable, not reaching the annualized inflation rate [7][8]. - The article emphasizes that even with higher expenses in certain years, the principal plus investment returns should suffice to last until old age, potentially leaving a surplus [7]. Group 4: Social Considerations - The discussion touches on societal perceptions of wealth and status, noting that having 3 million yuan is a significant achievement that places individuals in a rare category compared to the general population [8][15]. - It highlights the psychological aspects of retirement, suggesting that individuals may still seek purpose and social respect even after leaving the workforce [10][23].

Group 1 - The core viewpoint of the article is that multiple shareholders of Jiukang Bio plan to transfer a total of 5% of their shares to China National Pharmaceutical Group [1] Group 2 - The article mentions that the controlling shareholder of Zai Sheng Technology intends to transfer 6.04% of the company's shares to Zhongrong Huaxin [5] - It also notes that Jiamei Packaging is planning a change of control, leading to a suspension of its stock [5] - Additionally, Shanshi Network Technology's shareholders plan to reduce their holdings by no more than 1% of the company's shares [5]

Core Viewpoint - The article discusses the final trading day of the Eagle 19 convertible bond, highlighting its premium and trading performance, as well as other related convertible bonds and their market conditions [1]. Group 1: Eagle 19 Convertible Bond - The Eagle 19 convertible bond is set to have its last trading day tomorrow, with a premium exceeding 10% [1]. - The closing price of the Eagle 19 convertible bond is reported at 112.622, with a redemption price of 111.000 and a conversion value of 97.16 [9]. - The remaining scale of the Eagle 19 convertible bond is 0.785 billion, representing 0.73% of the underlying stock [9]. Group 2: Other Convertible Bonds - The Wanfu convertible bond will not have its downwards adjustment period reset, effective from December 9, 2025 [3]. - The Hongtu convertible bond will not undergo a downward adjustment [3]. - The last trading day for the Liu Pharmaceutical convertible bond is January 12, 2026 [3]. Group 3: Major Holders of Convertible Bonds - The largest holder of convertible bonds is Qingdao Guanlan Investment Management Co., holding 127.94 million shares [2]. - Other significant holders include China Merchants Bank and Industrial and Commercial Bank of China, with holdings of 81.96 million and 73.74 million shares, respectively [2].