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5日投资提示:中陆转债复牌
集思录·2025-09-04 13:28

Core Viewpoint - The article discusses recent developments in convertible bonds, including proposals for adjustments and new listings, highlighting the dynamics of the market and specific companies involved [1][2]. Group 1: Convertible Bond Adjustments - 蓝帆转债 (Blue Fan Convertible Bond) has proposed a downward adjustment [1][3]. - 垒知转债 (Lezhi Convertible Bond) has decided not to adjust its terms [2][3]. Group 2: Recent Listings and Market Activity - 金威转债 (Jinwei Convertible Bond) is set to be listed on September 8 [2]. - A table of various convertible bonds provides details such as current prices, redemption prices, last trading dates, and conversion values, indicating the market's performance and investor interest [5][7]. Group 3: Specific Convertible Bond Data - The current price of 东材转债 (Dongcai Convertible Bond) is 142.667, with a strong redemption price of 100.805 and a conversion value of 144.49 [5]. - 明电转债 (Mingdian Convertible Bond) has a current price of 149.750, with a conversion value of 151.27 [5]. - 信测转债 (Xince Convertible Bond) is priced at 139.750, with a conversion value of 141.60 [5]. Group 4: Market Insights - The article provides insights into the remaining scale and market capitalization ratios of various convertible bonds, indicating their liquidity and market positioning [5][7].