Reading guide:The title is in the flop section at the end of the article。
1. Ye review
Tederic Bonds, Zhongqi Bonds, China Decoration Convertible 2, and Dongshi Convertible Bonds: The intraday highs were 20%, 14%, 6%, and 4% respectively.
The turnover of convertible bonds today was 81.666 billion yuan, an increase of 5.275 billion yuan from 76.391 billion yuan on the previous trading day.
Message Side:
1. Tesla's U.S. stock fell nearly 3% pre-market, and fell more than 12% in the previous trading day, the largest one-day decline since September 2020.
2. Digital currency: Bitcoin conference will be held in Tennessee, United States; JD Chain will issue JD stablecoins on the public blockchain, pegged 1:1 to the Hong Kong dollar. The digital currency sector is active today.
Second, Ye shot
ST Gaohong, *ST Zhongrun: Sharp shocks, the latter rose to the limit, holding unmoved.
The mid-loading transfer was 2:3%, and the tail market retreat was exhausted.
Shaoyang Hydraulics: Sold in a hurry, 14% came out, and some were bought on the board.
Shibei High-tech: 5%.
Dongshi convertible bonds: light position 2%.
Win when you win: digital currency, Internet finance, repeatedly blow up the board after fighting.
*ST Ji Yao: Light warehouse high level test water.
Zhongqi convertible bonds: the premium rate is -1.7%, and it is converted into equity.
Black list
Sichuang Yihui: -1%.
Jingyan Technology: -3%.
Longjiang Transportation, Zongshen Power, Ancai Hi-Tech: Slight floating loss.
3. Questions and answers
Ip Man: Has the lowest price convertible bond quietly changed its variety?
Ye A: Before the flop often mentioned that the transfer of 2 is the lowest price of the circulation of the transfer bonds, with its limit on Monday, up 4% on Tuesday, up 14% on Wednesday, up nearly 40% this week, from 47 yuan at the opening of Monday to 66 yuan at the close of today, it is no longer the lowest price of the convertible bonds, the lowest price is the current three-room convertible bonds.
Fourth, the leaf flop
1. Yan Pai Zhuan: Listed tomorrow, with an issue size of 468 million, and the current circulation is about 200 million, and the opening of the limit will be tomorrow.
2. China Installation Transfer 2: ST China Installation 18 days and 11 boards, green buildings, photovoltaics, data centers, blockchain, computing power leasing, Huawei concept. Convertible bonds jumped up and down at the end of today, pay attention to the risks.
3. Terry turn: Yesterday's top grid rose 57.3%, and last night it became a word board today, with a current circulation scale of about 116 million yuan. Space for tomorrow is limited.
4. Huafeng Turn: Internet of Vehicles, motor and electronic control, unmanned driving, Baidu, high-voltage fast charging, electrode foil, energy storage, fuel cell themes, 195 million scale.
5. Through-light transfer: 77.76 million scale.
6. Zhongqi transfer: Zhongqi New Materials 5 days and 4 boards, the end of the bond conversion fell sharply, photovoltaic, artificial quartz stone, quartz stone decorative materials, and organic silicon themes. Bearish: After the market hours, the company announced that the controlling shareholder cleared and reduced its holdings by 30.75% of the total amount of convertible bonds. It is no wonder that in the case of the underlying stock being closed, the convertible bonds fell at the end of the day.
Stock pool: three up limit stocks:
1. Haima Automobile: Positive: Announcement of the two departments: increase the subsidy standard for scrapping and updating automobiles.
2. Jiangxi Changyun: Taxi, photovoltaic, semi-annual report is expected to turn around.
3. Power Xinke: 11 days and 5 boards, unmanned driving, battery swapping, automotive chips, Shanghai state-owned assets.
FYI. Zhongqi has a transfer of shares, China has a transfer of 2, and Mingli has a position of convertible bonds, please skip if you mind.
Memorandum:
Sunong Convertible Bonds: The last trading day is July 29
Lingnan Convertible Bonds: The last trading day is August 9
This article is only a record of my review and does not make operational suggestions. Some varieties may be involved personally, please skip it. That's it for today, welcome to follow: Ye Luoqiu is silent.
Good luck and good luck.