1. Report Title and Date - The report is titled "Convertible Bond Industry Chain Big Map - February 2026" and was issued on February 3, 2026 [1] 2. Analysts and Contact Information - Analysts are Yang Yewei and Wang Sufang, with their respective license numbers S0680520050001 and S0680524060002, and email addresses yangyewei@gszq.com and wangsufang@gszq.com [2][3] 3. Hot Topics and Related Convertible Bonds 3.1 "Brain - Machine Interface" - Convertible bonds related to this topic include Lepu Convertible Bond 2, Yiwei Convertible Bond, Kelan Convertible Bond, Jiahe Convertible Bond, and Seli Convertible Bond, with details such as their prices, premiums, balances, and associations with the brain - machine interface provided [5] 3.2 "Commercial Spaceflight" (Part 1) - Convertible bonds include Qifan Convertible Bond, Lion Convertible Bond, Ruike Convertible Bond, etc., with information about their industries, prices, and associations with the commercial spaceflight field [7] 3.3 "Commercial Spaceflight" (Part 2) - Convertible bonds like Tian23 Convertible Bond, Guoli Convertible Bond, and Mengsheng Convertible Bond are related, and their details are presented [10] 4. Industry Chains and Related Convertible Bonds 4.1 Power, Electrical Equipment Industry Chain - It includes segments such as power generation, power equipment, and energy storage, with a list of related convertible bonds like Jieneng Convertible Bond, Jinke Convertible Bond, etc. The top 10 convertible bonds by trading volume in January are also provided, including details like trading volume, price, and premiums [13][15] 4.2 Mining, Non - ferrous Metals, and Chemical Industry Chain - Covers various segments such as basic chemicals, chemical fibers, and coal. Related convertible bonds are listed, and the top 10 convertible bonds by January trading volume are presented, including their trading volumes, prices, and other indicators [17][19] 4.3 Machinery, Transportation, and Automobile Industry Chain - Comprises machinery, automobile parts, and logistics segments. Related convertible bonds are listed, and the top 10 convertible bonds by January trading volume are shown, including trading volumes, prices, and premiums [22][24] 4.4 Electronics Industry Chain - Includes semiconductor materials, electronic chemicals, etc. Related convertible bonds are listed, and the top 10 convertible bonds by January trading volume are provided, with details like trading volume, price, and premiums [27][32] 4.5 Military and TMT Industry Chain - Involves communication equipment, military, computer, and media segments. Related convertible bonds are listed, and information about some convertible bonds' trading volume, price, and other aspects in January is presented [35][38] 4.6 Real Estate Industry Chain - Covers building materials, construction engineering, and household appliances segments. Related convertible bonds are listed, and the top 10 convertible bonds by January trading volume are shown, including trading volumes, prices, and premiums [41][46] 4.7 Financial Industry Chain - Divided into non - banking finance and banking segments. All related convertible bonds are listed, and information about their trading volume, price, and other indicators in January is provided [49][52] 4.8 Light Industry and Downstream Consumption Industry Chain - Encompasses papermaking, agriculture, forestry, animal husbandry, and fishery, and other segments. Related convertible bonds are listed, and the top 10 convertible bonds by January trading volume are presented, including trading volumes, prices, and premiums [55][57] 4.9 Pharmaceutical and Biological Industry Chain - Includes pharmaceutical product production, medical devices, and pharmaceutical circulation. Related convertible bonds are listed, and the top 10 convertible bonds by January trading volume are provided, with details like trading volume, price, and premiums [60][64] 4.10 Environmental Protection Industry Chain - Covers environmental monitoring, comprehensive treatment, and waste treatment. Related convertible bonds are listed, and the top 10 convertible bonds by January trading volume are shown, including trading volumes, prices, and premiums [67][69]

Core Viewpoint - The article announces the upcoming Fourth China Plastic Surgery and Regenerative Medicine Development Conference and the 14th Beijing International Aesthetic Surgery Conference, scheduled for October 31 to November 2, 2025, in Beijing, aimed at promoting the development of plastic surgery in China and enhancing collaboration among related disciplines [2]. Event Details - The conference will be held at the Beijing Yinbao International Conference Center, with an expected attendance of approximately 500 participants [3]. - The agenda includes a welcome ceremony, keynote speeches, and a series of presentations on innovative medical technologies and their applications in plastic surgery [3][4]. Keynote Speakers and Topics - Notable speakers include Zhao Yanyong, Vice President of the Chinese Academy of Medical Sciences, and Li Qing, Vice President of Peking Union Medical College, who will deliver opening remarks [3]. - Topics will cover the introduction of the Eight Major Places Plastic Surgery Medical Concept Verification Center, the commercialization of innovative medical technologies, and the application of skin chip technology in plastic surgery [4]. Concurrent Events - The Third Plastic Surgery Innovation and Transformation Competition will take place on the same day, showcasing innovative projects in plastic surgery and aesthetic medicine [4]. Registration Information - Participation in the conference is free, and interested individuals can register via a provided link [5].

Core Viewpoint - The 2025 Alumni Conference of Shanghai Jiao Tong University School of Medicine aims to create a platform for emotional connection, resource sharing, and opportunity exchange under the theme "Co-construct, Share, and Co-future" [2]. Agenda Summary - The conference will feature a series of speeches and discussions on various topics related to medical policies, industry opportunities, and advancements in healthcare [3][4]. - Keynote speakers include prominent figures such as Xu Shuqiang, Gu Yan, and Ren Yongqiang, who will address topics like medical policies, obesity treatment, and anti-aging cell therapies [3][4]. - A roundtable discussion will focus on the challenges and strategies for medical companies expanding internationally, featuring industry leaders and experts [4]. Educational Program - The Medical and Health Future Leading Talents program offers a comprehensive curriculum designed to enhance entrepreneurial thinking and strategic capabilities in the healthcare sector [5][6]. - The program emphasizes collaboration between academia and industry, aiming to develop leaders who can navigate complex challenges in the medical field [8][11]. - Participants will engage in workshops and discussions on topics such as innovation in medical products, investment strategies, and the integration of new technologies in healthcare [17][12]. Networking Opportunities - The conference will facilitate networking among alumni, industry leaders, and academic experts, providing a platform for resource matching and innovative collaboration [9][21]. - Attendees will have the chance to visit leading medical institutions and companies, enhancing their understanding of the healthcare ecosystem [21][20]. Alumni Engagement - The alumni association aims to foster a vibrant and innovative community, organizing events that connect scientists and entrepreneurs for knowledge exchange and collaboration [18][19]. - The program includes international study tours to renowned medical institutions, further enriching the learning experience for participants [22][21].

基金经理在关税反击战中，已开始对一个长期杀跌、公募低配严重的高科技、高价值赛道虎视眈眈。 在医药赛道的公募资金持仓持续提升背景下，科技含量更高的医疗器械赛道却反遭头部基金经理舍近求远拥抱 美股巨头，在国内市场面临着美股巨头们强势竞争的A股、港股的医疗器械公司，即便四年连跌后亦往往只有 少数小型公募产品实施百万元、数十万元的低配持仓，有医疗科技主题基金经理对此无奈的表示"很多机构已 经放弃这个板块的持仓"。 然而，随着国产替代、关税反击以及AI算法拥抱高端医疗器械设备研发，高价值、高技术投入以及刚性需求 的医疗器械设备，势必成为公募挖掘产业变革的又一潜力赛道，具备技术突破与成本优势的国产器械赛道可能 面临着公募低配后的估值反击。 外资份额垄断优势，公募舍近求远重仓 美股 寻找赛道安全边际的公募基金，或在国产替代趋势和"关税反制"中寻觅到核心受益者，以图改变持仓策略上舍 近求远的现状。 在股票市场已形成科技是核心要素的背景下，2025年4月10日12时01分，中国将正式对原产于美国的所有进 口商品加征34%的关税，使得商业价值含金量高、技术投入门槛强、长期被外资品牌 " 卡脖子 " 的高端医疗器 械行业迎来黄金机 ...