Group 1 - The convertible bond market is experiencing a "new bond frenzy" due to the scarcity of new issues, highlighted by the strong performance of Hengshuai Convertible Bond, which surged 57.30% on its first day and a total of 88.76% in two days [1][2] - Hengshuai Convertible Bond's strong debut reflects the increasing scarcity of convertible bonds in the market, leading to intense competition for new issues among investors [1][2] - The underlying stock, Hengshuai Co., primarily engages in the research, production, and sales of automotive micro motors and related products, showing steady revenue growth from 331 million yuan in 2019 to an expected 962 million yuan in 2024 [3] Group 2 - The issuance scale of Hengshuai Convertible Bond is relatively small, with a total fundraising of 327 million yuan, which has contributed to its popularity among investors [4] - The convertible bond market is seeing an increase in supply with several new issues launched in June, but the overall market size is still declining due to the accelerated exit of bank convertible bonds [6][7] - The supply of bank convertible bonds has significantly decreased, from nearly 300 billion yuan at its peak in 2023 to about 150 billion yuan currently, leading to a shift in market structure and a search for alternative investments by institutional investors [6][7]

证券代码：300969 证券简称：恒帅股份 宁波恒帅股份有限公司 投资者关系活动记录表 编号：2025-014 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | 现场参观 | | | 其他（电话会议） | | 参与单位名称及人 | 财通证券：李浩时；博时基金：高晖；金鹰基金：陈颖；赵仲 | | 员姓名 | 鹏；光大证券：倪昱婧、邢萍；华夏基金：柯若凡；国盛证券： 江莹 | | 时间 | 2025 年 06 月 12 日 | | 地点 | 公司会议室 | | 上市公司接待人员 | 董事会秘书：廖维明 | | 姓名 | 证代：蒋瑜 | | | 一、与调研人员就以下几方面内容进行了讨论与沟通： | | | 问题一：简要介绍下公司的主要业务？ | | | 答：目前公司业务可划分为四大业务单元：在电机技术领 | | | 域,有电机业务、电动模块业务；在流体技术领域，有驾驶视 | | 投资者关系活动主 | 觉清洗系统、热管理系统业务。 | | 要内容介绍 | 在电机技术领域,电机业务单元主要包 ...