China and the United States: The two sides reached a five-point consensus on the basis of a comprehensive exchange of views. It was announced that it will hold the first meeting of the China-US Intergovernmental Dialogue on Artificial Intelligence, continue to advance consultations on the guiding principles of China-US relations, hold a new round of China-US consultations on Asia-Pacific affairs and China-US maritime affairs, and continue to carry out China-US consular consultations. The U.S.-China Anti-Narcotics Working Group will hold a meeting of senior officials. The United States welcomes the visit of China's Special Envoy for Climate Change Liu Zhenmin.
Comments: Good for AI-related sectors of underlying stocks and convertible bonds.
Antony Blinken: At around 6 p.m. on April 26, US Secretary of State Antony Blinken held a press conference at the U.S. Embassy in China at the end of his second visit to China. Blinken said that as Treasury Secretary Yellen said before, the United States does not seek to decouple from China, and if that happens, it will cause damage to the global economy.
Comments: If what is said and what is done is consistent, it will be good for China's economy.
Seven departments: Printing and distributing the "Detailed Rules for the Implementation of Automobile Trade-in Subsidy". From the date of issuance of the Detailed Rules to December 31, 2024, individual consumers who scrap fuel passenger vehicles with emission standards of China III and below or new energy passenger vehicles registered before April 30, 2018, and purchase new passenger cars that meet the energy-saving requirements can enjoy a one-time fixed subsidy. Among them, a subsidy of 10,000 yuan will be given to those who scrap the above two types of old passenger cars and purchase eligible new energy passenger vehicles, and a subsidy of 7,000 yuan will be given to those who scrap fuel passenger cars with emission standards of China III and below and purchase fuel passenger cars with a displacement of 2.0 liters or less.
Comments: Good for auto stocks and convertible bonds.
Chengdu: Liberalize the house purchase policy, do not lottery and do not review the qualifications for house purchase. Nanjing: It is planned to relax the conditions for settlement, and you can directly settle down when you buy a house.
Comments: Good for the real estate industry chain and convertible bonds.
Hong Kong stocks soared: On April 26, the three major indexes of Hong Kong stocks opened higher and moved higher. The Hang Seng Index closed up 2.21% at 17,651.15 points, recording five consecutive gains, up 8.8% this week, up more than 20% from the bottom, and entering a technical bull market. SenseTime's share price soared all the way, with a maximum increase of 48.15%, and finally closed at HK$1.19, up 43.37%, doubling the share price this week.
Comments: Hong Kong stocks have soared, perhaps a signal that foreign investors are optimistic about China's stock market.
US stocks: Dow Jones rose 0.40%, S&P 500 rose 1.02%, and Nasdaq rose 2.03%. The Golden Dragon Index surged 2.45%, and the FTSE China A50 Index edged down 0.07%.
Comments: Overall, it is good for the A-share market.
Before the holiday, the meat skewer will be sent with interest
On the 29th, Hunan Pump Convertible Bonds were listed, which is expected to be a meat stick, as detailed below.
Sunward's convertible bonds meet the conditions for downward revision, and the company proposes to revise downward to slightly benefit the debt, see the downward revision information list for details.
On the 29th, Zhengchuan convertible bonds will pay interest, investors should pay attention to checking, and at the same time, the grid trading will be interrupted, pay attention to resetting the grid.
This article was originally sent yesterday evening.
For the views and principles of this article, please refer to "Value Convertible Bond Investment Strategy" (authors: Ning Yuanjun, Tang Bin).
"Rotation to close to a new high", "China Meat Signing Xiang Pump Convertible Bond Listing", "1 Convertible Bond Proposal Downward Revision, More Convertible Bond Queue Downward Revision", "1 Convertible Bond Reminder, 1 Convertible Bond Added to the Redemption List" has been posted simultaneously on the WeChat public account, welcome to pay attention!
The relevant securities mentioned in this article do not constitute any investment advice, only for personal investment records and to share investment ideas, if netizens buy and sell according to the securities mentioned in the article, please bear your own risk!
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