截至2026年1月8日收盘，利民股份(002734)报收于16.74元，上涨0.84%，换手率3.35%，成交量14.53万 手，成交额2.44亿元。 公司公告汇总 交易信息汇总资金流向 1月8日主力资金净流入76.13万元；游资资金净流出679.68万元；散户资金净流入603.55万元。 中诚信国际关于终止利民控股集团股份有限公司主体及相关债项信用等级的公告 中诚信国际于2026年1月7日发布公告，因利民控股集团股份有限公司已全额赎回并摘牌其发行的"利民 转债"，公司无存续债券，且不再使用中诚信国际评级服务。根据相关监管制度及评级终止制度，经信 用评级委员会审议，中诚信国际决定终止对利民股份主体信用等级及"利民转债"债项信用等级的评级， 自公告日起上述评级结果失效，不再更新。 当日关注点 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：1月8日主力资金净流入76.13万元，散户资金积极进场，游资呈现明显流出。 来自公司公告汇总：中诚信国际因"利民转债"已全额赎回且公司不再使用其评级服务，宣布终止 对利民股份主体及 ...

Group 1 - The article expresses a pessimistic view on silver LOF due to excessive arbitrage positions and consecutive trading halts, leading to a decline in buying interest and a drop to net asset value levels [1] - BoShi Co., Ltd. plans to reduce its shareholding by no more than 2.93% [1] - Jinpu Garden plans to reduce its shareholding by no more than 0.8% [1] - ShenYu Convertible Bond is set to be listed on December 30 [1] - Xiangyuan Convertible Bond is approaching its last trading day [1] - Shuangle Convertible Bond is currently open for subscription [1] - Hong Kong stock market is on holiday [1] Group 2 - The table lists various convertible bonds, including 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 [2][4][6] - Notable convertible bonds include XinHua Convertible Bond with a current price of 127.178 and a last trading date of December 22, 2025 [4] - KaiRun Convertible Bond has a current price of 114.936 and a last trading date of December 22, 2025 [6] - The article mentions specific bonds like BenGang Convertible Bond with an announcement of down adjustment and Hengshuai Convertible Bond which will not be forcibly redeemed [8]

Investment Rating - The report assigns an "Overweight" rating for the basic chemical industry [1]. Core Insights - The report highlights the focus on convertible bonds in the basic chemical sector, specifically mentioning several bonds such as Qilin Convertible Bond, Zhoubang Convertible Bond, Yangfeng Convertible Bond, Miwei Convertible Bond, Huakang Convertible Bond, and Hebang Convertible Bond as key investment opportunities [3][4]. - The report notes that the prices of storage chip DRAM are continuously rising, which benefits the upstream semiconductor materials [4]. - The report provides a summary of the performance of various convertible bonds in the basic chemical sector, indicating significant price increases for some bonds, such as Songlin Convertible Bond, which rose by 19.20%, and Su Li Convertible Bond, which increased by 7.42% [5][8]. Summary by Sections Convertible Bond Performance - The report details the performance of issued convertible bonds in the basic chemical sector, with notable increases in prices for bonds like Songlin Convertible Bond (up 19.20%), Su Li Convertible Bond (up 7.42%), and Shuiyang Convertible Bond (up 5.18%) [5][8]. - Conversely, some bonds such as Xin Hua Convertible Bond, Yong 22 Convertible Bond, and Fu Xin Convertible Bond experienced declines of 1.72%, 3.33%, and 3.37% respectively [5][8]. Upcoming Convertible Bonds - As of December 23, 2025, several companies, including Jiangshan Co., Shuangle Co., and Bailong Chuangyuan, have received shareholder approval for their convertible bond proposals [9]. - The report lists companies with pending convertible bond proposals, indicating ongoing developments in the sector [9][12].

Group 1 - The article discusses the recent performance of the stock market, highlighting a friend's experience with investing in LOF (Listed Open-Ended Fund) and the unexpected continued rise in stock prices despite warnings of potential risks [1] - The author expresses surprise at the market's resilience, noting that despite repeated advice to sell, the stocks continued to rise, leading to a sense of confusion among investors [1] Group 2 - The article includes announcements regarding various convertible bonds, such as the 百畅转债 (Bai Chang Convertible Bond) which will not undergo adjustments and has a final trading date of December 26, 2025 [3][5] - It provides detailed information on several convertible bonds, including their current prices, redemption prices, final trading dates, and conversion values, indicating the financial metrics relevant to investors [7][9]

证券日报网讯 12月22日晚间，利民股份发布公告称，截至2025年12月4日收市后，"利民转债"收盘价为 219.368元/张。根据赎回安排，截至2025年12月25日收市后尚未实施转股的"利民转债"将按照101.22元/ 张的价格强制赎回，因目前市场价格与赎回价格差异较大，投资者如未及时转股，可能面临损失，敬请 投资者注意风险。 （编辑 姚尧） ...

Group 1 - Aikodi's shareholders plan to reduce their holdings by no more than 3% of the company's shares [1] - Hangxin Technology received a warning letter from the Guangdong Securities Regulatory Bureau for failing to timely disclose new borrowing matters [1] - Tianchuang Fashion is planning a change of control, resulting in a stock suspension [1] Group 2 - Blue Sky Gas's controlling shareholder, Blue Sky Group, has nearly all of its shares pledged and frozen, with an additional 37.1843 million shares newly pledged [1] - As of December 18, 2025, Blue Sky Group and its actual controller, Li Xinhua, have most of their shares pledged and frozen, with a total of 215 million shares under pending freezing and 6.5561 million shares judicially marked [1] Group 3 - Several convertible bonds are undergoing strong redemption, including the Bo23 Convertible Bond and the Furong Convertible Bond [1] - Other convertible bonds, such as the Lege Convertible Bond and the Shenghong Convertible Bond, will not undergo adjustments [1] Group 4 - The current prices and redemption prices of various convertible bonds are listed, with specific details on their last trading dates and conversion values [4][6]

证券日报网讯 12月21日晚间，利民股份发布公告称，公司将以101.22元/张（含息、含税）提前全部赎 回"利民转债"，赎回条件满足日为2025年12月4日，赎回登记日为2025年12月25日，赎回日为2025年12 月26日；12月22日为最后交易日，12月25日为最后转股日，未转股部分将被强制赎回。 （编辑 王江浩） ...

Group 1 - Shandong Zhanggu received an administrative regulatory measure decision from the Shandong Securities Regulatory Bureau due to issues related to related party transactions and information disclosure violations [1] - New stocks such as Shuangxin Environmental Protection, Yufan Technology, and Qiangyi Co., Ltd. are available for subscription on the Shanghai and Shenzhen stock exchanges [1] - Huaxia Anbo Warehousing REIT (180306) has been listed [1] Group 2 - Convertible bonds data includes various bonds 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 [3][5] - For example, the Yu Guang Convertible Bond (110096) has a current price of 181.919, a redemption price of 100.106, and a conversion value of 182.69, with a remaining scale of 0.018 billion [3] - The Jian Gong Convertible Bond (110064) has a current price of 112.870, a redemption price of 113.000, and a conversion value of 88.94, with a remaining scale of 12.619 billion [5]

证券日报网讯 12月16日晚间，利民股份发布公告称，截至2025年12月4日收市后，"利民转债"收盘价为 219.368元/张。根据赎回安排，截至2025年12月25日收市后尚未实施转股的"利民转债"将按照101.22元/ 张的价格强制赎回，因目前市场价格与赎回价格差异较大，投资者如未及时转股，可能面临损失，敬请 投资者注意风险。 （编辑 姚尧） ...

证券日报网讯 12月15日晚间，利民股份发布公告称，根据安排，截至2025年12月25日收市后仍未转股 的"利民转债"将被强制赎回，特提醒"利民转债"持有人注意在限期内转股。本次赎回完成后，"利民转 债"将在深圳证券交易所摘牌。"利民转债"持有人持有的"利民转债"存在被质押或被冻结的，建议在停 止交易日前解除质押或冻结，以免出现因无法转股而被强制赎回的情形。风险提示：截至2025年12月4 日收市后，"利民转债"收盘价为219.368元/张。根据赎回安排，截至2025年12月25日收市后尚未实施转 股的"利民转债"将按照101.22元/张的价格强制赎回，因目前市场价格与赎回价格差异较大，投资者如未 及时转股，可能面临损失，敬请投资者注意风险。 （编辑 任世碧） ...