【申万固收|转债】敢突破，赢非凡——2026年可转债市场展望

Core Viewpoint - The article presents an optimistic outlook for the convertible bond market in 2026, emphasizing the potential for significant breakthroughs and extraordinary returns in this sector [2] Group 1: Market Overview - The convertible bond market is expected to experience substantial growth, driven by favorable market conditions and investor interest [2] - Key factors influencing the market include interest rate trends, corporate earnings, and overall economic performance [2] Group 2: Investment Opportunities - The article highlights specific sectors and companies that are likely to benefit from the convertible bond market's expansion, suggesting that investors should focus on high-growth industries [2] - It also mentions the importance of selecting convertible bonds with strong underlying equity performance to maximize returns [2] Group 3: Risk Factors - While the outlook is positive, the article acknowledges potential risks that could impact the convertible bond market, including market volatility and changes in interest rates [2] - Investors are advised to remain vigilant and conduct thorough research before making investment decisions in this space [2]