转债双低策略如何增厚？

Group 1 - The report indicates that the U.S. Treasury yields have decreased, with the 2-year yield down approximately 15 basis points and the 10-year yield down about 7-8 basis points, suggesting a continued downward trend in the yield curve [1][41] - The report highlights a strong rebound in domestic equity markets, with various sectors, including photovoltaic, showing support despite fluctuations in bank stocks [1][42] - The "dual low strategy" in convertible bonds has shown remarkable continuous growth with minimal drawdowns, outperforming traditional equity and pure debt strategies in terms of volatility [1][43] Group 2 - The report emphasizes a preference for medium to low-priced, high-rated convertible bonds with a remaining maturity of 1-3 years, which are expected to provide stable cash flows and have a strong willingness to convert [1][43] - The top ten convertible bonds with the highest potential for price premium recovery include Jin Dan Convertible Bond, He Xing Convertible Bond, and others, indicating specific investment opportunities [1][43][46] - The report notes that the convertible bond market has seen an overall increase of 2.08%, with most sectors experiencing gains, particularly in communications and defense industries [1][15]