1. Ye review
Shanhe, Shengxun, and Jinpan convertible bonds: the highest intraday is 18%, 4%, and 7% respectively.
Jinglun Electronics and Jianyi Group in the stock pool: daily limit.
The turnover of convertible bonds today was 60.629 billion yuan, an increase of 5.737 billion yuan from 54.892 billion yuan on the previous trading day.
Second, Ye shot
Tom: 2.8%.
Jinli Huadian: 6%.
*ST Bahan: 10% sell, then buy, there is a drawdown.
Jujie microfiber, Suzhou Longjie: start, the former floating profit of 2.7%, on the news side, since late April, many sets of domestic polyester equipment production reduction maintenance, PTA, polyester filament gradually entered the maintenance cycle, local supply or tightening.
Xinyan Co., Ltd., ST Jiawo, *ST Ningke: playing boards.
Zhengyu, Shengxun, and Julong convertible bonds: testing the waters at the end of the light position.
Blacklist:
Zhengyu and Jingxing converted bonds: slight losses.
Rastar Entertainment: 7% of the board was buried.
Daye Intelligence: Cumulative -12% cut.
3. Questions and answers
Ip Man: A debt transfer or has become a demon?
Ye answer: hot stocks, Zhengdan shares rose yesterday on the shadow line, the year's increase was nearly 400%, the chemical fiber sector Nanjing chemical fiber 4 boards, today the Shanghai and Shenzhen markets closed up 1286 stocks, closed down 3678 stocks.
Shanhe convertible bonds have been fierce in the past two days, from the previous day's closing of 130 yuan, soaring to today's closing of 180 yuan, an increase of 38%, there are signs of becoming a demon, I have little participation, high risk.
Fourth, the leaf flop
1. Longxing Turn: Longxing Chemical has a daily limit today, carbon black, iron ore, and intelligent manufacturing.
2. Gold transfer: military industry, data elements, domestic software, 203 million scale.
3. Voice transfer: After the second board of the voice of the shares, the daily limit was blown up today, and the conversion of bonds fell by 6%, low-altitude economy, brain-computer interface, human brain engineering, military informatization, multimodal AI, image recognition, security, and data element themes. The scale of debt conversion is 280 million.
4. Mountains and rivers turn: yesterday's daily limit, today's rise of 15%, 320 million scale. Specialized, special and new, generic drugs, traditional Chinese medicine, medical beauty concepts. The risk is higher.
5. Gold turn: pumped storage, energy storage, edge computing, 6 consecutive days of yang, and the premium rate is negative.
6. Zhengdan turn: TMA continued to rise, today's chemical and chemical fiber stocks are active, Zhengdan shares 20CM daily limit, Nanjing chemical fiber, Longxing chemical daily limit.
Stock pool: three up limit stocks:
1. Nanjing Business Travel: real estate, tourism, department store retail, asset injection expectations, cross-border e-commerce, Nanjing state-owned enterprises.
2. Youfu shares: polyester industrial yarn, Shaanxi state-owned assets.
3. Jinan High-tech: stem cells, molecular diagnostics, real estate, gold, state-owned enterprise reform.
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.