1. Ye review
Julong convertible bonds: the end of the market has rushed to the 20cm limit.
The turnover of convertible bonds today was 42.338 billion yuan, a decrease of 857 million yuan from 43.195 billion yuan on the previous trading day.
Debt Conversion News:
1. Convertible bonds: Sangfor disclosed the report for the first quarter of 2024, with a net loss of 489 million yuan in the first quarter and a net loss of 412 million yuan in the same period last year.
Second, Ye shot
Wutong Holdings: 6.8%.
Shangluo Electronics: 5.8%.
Alpha data: reddish.
Huiyun Titanium Industry: It's hit, it's a bad board.
Julong, Zhongzhuang 2: Participated several times, and the other was overnight at the end of the start.
Blacklist:
Xinchen Technology: Deep water cuts.
3. Questions and answers
Ip Man: Reflections today?
Ye A: In terms of the market: ST Ningke, which has fallen for 7 consecutive trading days and then 17 consecutive trading days, staged a "earth and sky board" today. Great Wall Motors, which mentioned yesterday that its net profit in the first quarter increased by 17% year-on-year, once hit the daily limit today.
Before today's opening, I saw that Changshan Pharmaceutical was close to the opening of the daily limit, and the pending order was bought, and I was fortunate to have the daily limit after the opening, and then suddenly found that the buy order was scrapped, because the buying price in the hurry was one point higher than the price limit. In addition, when the price limit was discovered, the shares were immediately placed, but they were still not bought.
Changshan Pharmaceutical announced on the 24th that the marketing application for the class 1 innovative hypoglycemic drug ebenatid injection was accepted. Exenatide injection for improving glycemic control in patients with type 2 diabetes.
Fourth, the leaf flop
1. Julong turn: Nanjing Julong 20% daily limit, quarterly growth, low-altitude economy, PEEK materials, charging piles, carbon fiber, new energy vehicles, drones. The end of the convertible bond was instantly on the board and fell back, which may be related to the sharp reduction in the number of orders for the underlying stock, and it may also be that the main force is unwilling to suppress its limit.
2. Huati transfer: Huati Technology has closed out six yang lines in the past seven days, smart light poles, satellite navigation, data centers, and Huawei plates, with a scale of 208 million convertible bonds.
3. Start to turn: ST started yesterday announced that it is expected that the net assets at the end of 2023 will be positive, and the board will be closed today, with a scale of 150 million.
4. Shenglan turn: new energy vehicles, copper high-speed connection, flying cars, Xiaomi themes. The scale of debt conversion is 329 million.
5. Zhengdan turn: product price increases, chemical industry, lithium batteries, and trimellitic anhydride TMA price increases are good. The premium rate of convertible bonds is below the zero axis, with a scale of 291 million, and the transaction continues to be the first, and the number of conditional redemption trigger days is the 8th day.
Stock pool: three up limit stocks:
1. Lubei Chemical Industry: Today's word board, a quarterly report has increased significantly, titanium dioxide.
2. New Continent A: large aircraft, coal, beef and mutton.
3. Boshen shares: a quarterly growth, diamond tools, rail transit, Shandong state-owned enterprises.
FYI.
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.