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轉(zhuǎn)債專題報(bào)告證券研究報(bào)告閱讀正文之后的信息披露和法律聲明相關(guān)研究《可轉(zhuǎn)債多因子策略探究——可轉(zhuǎn)《轉(zhuǎn)債生命周期之發(fā)行與上市——三》2022.02.16鏈?zhǔn)崂怼赊D(zhuǎn)債投資手冊(cè)之五(23年2月)截至2023年2月1日，存量轉(zhuǎn)債和可交債共有將近480只，我們對(duì)其進(jìn)行了分類并梳理為17個(gè)產(chǎn)業(yè)鏈，包括新基建、傳統(tǒng)基建、風(fēng)電光伏、TMT、半導(dǎo)體、汽車、醫(yī)藥生物、采掘與初加工、化工材料與產(chǎn)品、機(jī)械設(shè)備、環(huán)保、軍工、交運(yùn)、農(nóng)林牧漁、消費(fèi)、輕工制造、金融產(chǎn)業(yè)鏈。風(fēng)險(xiǎn)提示：基本面變化、股市波動(dòng)、政策不達(dá)預(yù)期、價(jià)格和溢價(jià)率調(diào)整風(fēng)險(xiǎn)、信用風(fēng)險(xiǎn):姜珮珊itongcomS850517070004:王巧喆aitongcomS850521080003固定收益研究—可轉(zhuǎn)債專題報(bào)告2閱讀正文之后的信息披露和法律聲明1.可轉(zhuǎn)債產(chǎn)業(yè)鏈?zhǔn)崂?.....................................................................................................5固定收益研究—可轉(zhuǎn)債專題報(bào)告3 圖4TMT產(chǎn)業(yè)鏈(上) 8圖5TMT產(chǎn)業(yè)鏈(下) 9 圖7汽車產(chǎn)業(yè)鏈(上) 11圖8汽車產(chǎn)業(yè)鏈(下) 12 圖10醫(yī)藥生物產(chǎn)業(yè)鏈(上) 14圖11醫(yī)藥生物產(chǎn)業(yè)鏈(下) 15 固定收益研究—可轉(zhuǎn)債專題報(bào)告4表目錄 表4.TMT相關(guān)轉(zhuǎn)債基本情況(上) 9表5.TMT相關(guān)轉(zhuǎn)債基本情況(下) 10 1表7.汽車相關(guān)轉(zhuǎn)債基本情況(上) 12表8.汽車相關(guān)轉(zhuǎn)債基本情況(下) 13表9.新能源汽車相關(guān)轉(zhuǎn)債基本情況 13表10.醫(yī)藥生物相關(guān)轉(zhuǎn)債基本情況(上) 14表11.醫(yī)藥生物相關(guān)轉(zhuǎn)債基本情況(下) 15基本情況 16表13.化工材料與產(chǎn)品相關(guān)轉(zhuǎn)債基本情況 17表14.機(jī)械設(shè)備相關(guān)轉(zhuǎn)債基本情況 18 表21.金融相關(guān)轉(zhuǎn)債基本情況 24固定收益研究—可轉(zhuǎn)債專題報(bào)告5閱讀正文之后的信息披露和法律聲明截至2023年2月1日，存量轉(zhuǎn)債和可交債共有將近480只，我們對(duì)其進(jìn)行了分類，并梳理為17個(gè)產(chǎn)業(yè)鏈，包括新基建、傳統(tǒng)基建、風(fēng)電光伏、TMT、半導(dǎo)體、汽車、醫(yī)藥生物、采掘與初加工、化工材料與產(chǎn)品、機(jī)械設(shè)備、環(huán)保、軍工、交運(yùn)、農(nóng)林牧漁、消費(fèi)、輕工制造、金融產(chǎn)業(yè)鏈。固定收益研究—可轉(zhuǎn)債專題報(bào)告6閱讀正文之后的信息披露和法律聲明轉(zhuǎn)債簡(jiǎn)稱轉(zhuǎn)債簡(jiǎn)稱表1.新基建相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債代轉(zhuǎn)債代碼正股名稱價(jià)格(元)轉(zhuǎn)股溢價(jià)率(%)轉(zhuǎn)債余額(億元)128041.SZ盛路通信294.1389.620.53110062.SH128041.SZ盛路通信294.1389.620.53110062.SH烽火通信107.3272.2630.88盛路轉(zhuǎn)債烽火轉(zhuǎn)債崇達(dá)轉(zhuǎn)2景20轉(zhuǎn)債興森轉(zhuǎn)債明電轉(zhuǎn)債特發(fā)轉(zhuǎn)2華體轉(zhuǎn)債永鼎轉(zhuǎn)債縱橫轉(zhuǎn)債日豐轉(zhuǎn)債天鐵轉(zhuǎn)債凱發(fā)轉(zhuǎn)債飛鹿轉(zhuǎn)債紅相轉(zhuǎn)債建工轉(zhuǎn)債明泰轉(zhuǎn)債朗新轉(zhuǎn)債潤(rùn)建轉(zhuǎn)債漢得轉(zhuǎn)債思特轉(zhuǎn)債城地轉(zhuǎn)債奧飛轉(zhuǎn)債佳力轉(zhuǎn)債特發(fā)轉(zhuǎn)2通光轉(zhuǎn)債白電轉(zhuǎn)債杭電轉(zhuǎn)債紅相轉(zhuǎn)債起帆轉(zhuǎn)債九洲轉(zhuǎn)2申昊轉(zhuǎn)債朗新轉(zhuǎn)債九洲轉(zhuǎn)2華體轉(zhuǎn)債拓爾轉(zhuǎn)債多倫轉(zhuǎn)債富瀚轉(zhuǎn)債新北轉(zhuǎn)債科達(dá)轉(zhuǎn)債漢得轉(zhuǎn)債拓斯轉(zhuǎn)債太極轉(zhuǎn)債113602113602.SH景旺電子118.3644.7017.80128122.SZ興森科技128.9752.672.691123087.SZ明陽(yáng)電路120.4633.424.19127021.SZ特發(fā)信息129.1828.794.16113574113574.SH華體科技114.75162.362.09110058.SH永鼎股份117.8148.842.61113573113573.SH縱橫通信116.9067.292.70128145.SZ日豐股份143.174.513.401123046.SZ天鐵股份349.229.390.59123014.SZ凱發(fā)電氣135.2133.261.161123052.SZ飛鹿股份137.3021.481.50123044.SZ紅相股份127.7321.605.50110064110064.SH重慶建工113.0836.0412.65113025.SH明泰鋁業(yè)299.5111.349.841123083.SZ朗新科技212.0526.395.48128140.SZ潤(rùn)建股份192.829.4610.901123077.SZ漢得信息131.6925.139.37123054.SZ思特奇134.2933.982.07113596113596.SH城地香江96.90213.0111.99123131.SZ奧飛數(shù)據(jù)119.7839.506.35113597113597.SH佳力圖129.5361.912.98127021.SZ特發(fā)信息129.1828.794.161123034.SZ通光線纜278.43134.200.78113549.SH白云電器116.2025.578.05113505113505.SH杭電股份113.6641.217.50123044.SZ紅相股份127.7321.605.50111000111000.SH起帆電纜163.0012.349.99123089.SZ九洲集團(tuán)130.5814.263.061123142.SZ申昊科技119.6244.705.50123083.SZ朗新科技212.0526.395.481123089.SZ九洲集團(tuán)130.5814.263.06113574.SH華體科技114.75162.362.091123105.SZ拓爾思181.47-0.854.50113604.SH多倫科技107.9953.236.401123122.SZ富瀚微114.5690.795.81128083.SZ新北洋128.9916.268.77113569113569.SH蘇州科達(dá)104.81172.315.16123077.SZ漢得信息131.6925.139.371123101.SZ拓斯達(dá)115.1585.026.70128078.SZ太極股份190.878.406.95圖2傳統(tǒng)基建產(chǎn)業(yè)鏈固定收益研究—可轉(zhuǎn)債專題報(bào)告7轉(zhuǎn)債簡(jiǎn)稱127055.SZ中天精裝轉(zhuǎn)債簡(jiǎn)稱127055.SZ中天精裝122.5228.805.77表2.傳統(tǒng)基建相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債代轉(zhuǎn)債代碼正股名稱價(jià)格(元)轉(zhuǎn)股溢價(jià)率(%)轉(zhuǎn)債余額(億元)123136.SZ新城市117.4847.644.60城市轉(zhuǎn)債123136.SZ新城市117.4847.644.60城市轉(zhuǎn)債精裝轉(zhuǎn)債中裝轉(zhuǎn)2設(shè)研轉(zhuǎn)債華陽(yáng)轉(zhuǎn)債建工轉(zhuǎn)債天路轉(zhuǎn)債核建轉(zhuǎn)債風(fēng)語(yǔ)轉(zhuǎn)債巖土轉(zhuǎn)債城地轉(zhuǎn)債交建轉(zhuǎn)債北方轉(zhuǎn)債亞泰轉(zhuǎn)債中鋼轉(zhuǎn)債鐵漢轉(zhuǎn)債文科轉(zhuǎn)債嶺南轉(zhuǎn)債綠茵轉(zhuǎn)債花王轉(zhuǎn)債東湖轉(zhuǎn)債精工轉(zhuǎn)債鴻路轉(zhuǎn)債海波轉(zhuǎn)債豪美轉(zhuǎn)債凌鋼轉(zhuǎn)債本鋼轉(zhuǎn)債鼎勝轉(zhuǎn)債明泰轉(zhuǎn)債蒙娜轉(zhuǎn)債帝歐轉(zhuǎn)債旗濱轉(zhuǎn)債萬青轉(zhuǎn)債冀東轉(zhuǎn)債天路轉(zhuǎn)債濮耐轉(zhuǎn)債山玻轉(zhuǎn)債長(zhǎng)海轉(zhuǎn)債天鐵轉(zhuǎn)債震安轉(zhuǎn)債飛鹿轉(zhuǎn)債大禹轉(zhuǎn)債壘知轉(zhuǎn)債博22轉(zhuǎn)債友發(fā)轉(zhuǎn)債法蘭轉(zhuǎn)債遠(yuǎn)東轉(zhuǎn)債滬工轉(zhuǎn)債杭叉轉(zhuǎn)債艾迪轉(zhuǎn)債貴輪轉(zhuǎn)債1123130.SZ設(shè)研院129.1123.743.76128125.SZ華陽(yáng)國(guó)際107.6883.664.50110064110064.SH重慶建工113.0836.0412.65110060.SH西藏天路117.1131.057.06113024.113024.SH中國(guó)核建114.7934.2529.95113643.SH風(fēng)語(yǔ)筑129.0732.275.001128037.SZ中化巖土120.5214.036.02113596.SH城地香江96.90213.0111.991128132.SZ新疆交建110.0251.068.49127014.SZ北方國(guó)際142.9913.915.341128066.SZ鄭中設(shè)計(jì)114.0628.774.61127029.SZ中鋼國(guó)際138.2810.358.191123004.SZ節(jié)能鐵漢110.0280.758.03128127.SZ文科園林109.4821.659.491128044.SZ嶺南股份123.2620.256.57127034.SZ綠茵生態(tài)105.6040.287.12113595113595.SHST花王113.6610.023.30110080.SH東湖高新117.4316.6415.49110086110086.SH精工鋼構(gòu)117.2137.3920.00128134.SZ鴻路鋼構(gòu)127.7327.7415.73123080.123080.SZ海波重科150.1013.941.49127053.SZ豪美新材120.2050.998.24110070.110070.SH凌鋼股份115.9033.842.17127018.SZ本鋼板材112.7042.4556.31113534113534.SH鼎勝新材367.037.963.93113025.SH明泰鋁業(yè)299.5111.349.84127044.127044.SZ蒙娜麗莎116.0757.2711.69127047.SZ帝歐家居98.9165.7915.00113047.113047.SH旗濱集團(tuán)131.4533.7914.99127017.SZ萬年青114.5161.7410.001127025.SZ冀東水泥108.6665.3417.76110060.SH西藏天路117.1131.057.061127035.SZ濮耐股份124.3025.136.26111001.SH山東玻纖114.8649.756.001123091.SZ長(zhǎng)海股份127.3031.445.50123046.SZ天鐵股份349.229.390.591123103.SZ震安科技136.7727.542.49123052.SZ飛鹿股份137.3021.481.501123063.SZ大禹節(jié)水121.4619.066.35127062.SZ壘知集團(tuán)119.0448.473.96113650113650.SH蘇博特117.3666.388.00113058.SH友發(fā)集團(tuán)114.6718.9020.00113598113598.SH法蘭泰克149.7918.252.75128075.SZ遠(yuǎn)東傳動(dòng)122.9318.695.44113593.113593.SH上海滬工112.4896.784.00113622.SH杭叉集團(tuán)137.0610.7411.50113644113644.SH艾迪精密109.9560.8610.00127063.SZ貴州輪胎129.7614.1218.00固定收益研究—可轉(zhuǎn)債專題報(bào)告8表3.風(fēng)電光伏相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債簡(jiǎn)稱轉(zhuǎn)債代碼正股名稱價(jià)格(元)轉(zhuǎn)股溢價(jià)率(%)轉(zhuǎn)債余額(億元)通22轉(zhuǎn)債110085.SH通威股份127.2314.89119.85旗濱轉(zhuǎn)債113047.SH旗濱集團(tuán)131.4533.7914.99福萊轉(zhuǎn)債113059.SH福萊特124.4043.7240.00海優(yōu)轉(zhuǎn)債118008.SH海優(yōu)新材136.4929.766.94盛虹轉(zhuǎn)債127030.SZ東方盛虹150.6326.4649.98福22轉(zhuǎn)債113661.sh福斯特150.6828.9130.30隆22轉(zhuǎn)債113053.SH隆基綠能121.5746.9569.96上能轉(zhuǎn)債123148.SZ上能電氣207.815.794.20帝爾轉(zhuǎn)債123121.SZ帝爾激光145.9520.678.31高測(cè)轉(zhuǎn)債118014.SH高測(cè)股份132.1337.174.83裕興轉(zhuǎn)債123144.sz裕興股份131.0627.296.00山玻轉(zhuǎn)債111001.SH山東玻纖114.8649.756.00長(zhǎng)海轉(zhuǎn)債123091.SZ長(zhǎng)海股份127.3031.445.50宏發(fā)轉(zhuǎn)債110082.SH宏發(fā)股份115.4257.3020.00通裕轉(zhuǎn)債123149.SZ通裕重工122.7231.4514.85天能轉(zhuǎn)債123071.SZ天能重工143.9223.786.94中陸轉(zhuǎn)債123155.SZ中環(huán)海陸118.5964.513.60強(qiáng)聯(lián)轉(zhuǎn)債123161.SZ新強(qiáng)聯(lián)120.5667.2712.10晶科轉(zhuǎn)債113048.SH晶科科技128.4124.4622.96嘉澤轉(zhuǎn)債113039.SH嘉澤新能136.9516.572.88福能轉(zhuǎn)債110048.SH福能股份186.1912.4412.76節(jié)能轉(zhuǎn)債113051.SH節(jié)能風(fēng)電134.6421.4329.99九洲轉(zhuǎn)2123089.SZ九洲集團(tuán)130.5814.263.06日豐轉(zhuǎn)債128145.SZ日豐股份143.174.513.40永鼎轉(zhuǎn)債110058.SH永鼎股份117.8148.842.61杭電轉(zhuǎn)債113505.SH杭電股份113.6641.217.50起帆轉(zhuǎn)債111000.SH起帆電纜163.0012.349.99通光轉(zhuǎn)債123034.SZ通光線纜278.43134.200.78中辰轉(zhuǎn)債123147.SZ中辰股份129.1119.635.70金盤轉(zhuǎn)債118019.SH金盤科技152.7829.859.77圖4TMT產(chǎn)業(yè)鏈(上)固定收益研究—可轉(zhuǎn)債專題報(bào)告9表4.TMT相關(guān)轉(zhuǎn)債基本情況(上)轉(zhuǎn)債簡(jiǎn)稱轉(zhuǎn)債代碼正股名稱價(jià)格(元)轉(zhuǎn)股溢價(jià)率(%)轉(zhuǎn)債余額(億元)華正轉(zhuǎn)債113639.SH華正新材107.4170.105.70興森轉(zhuǎn)債128122.SZ興森科技128.9752.672.69景20轉(zhuǎn)債113602.SH景旺電子118.3644.7017.80崇達(dá)轉(zhuǎn)2128131.SZ崇達(dá)技術(shù)109.5491.0514.00明電轉(zhuǎn)債123087.SZ明陽(yáng)電路120.4633.424.19世運(yùn)轉(zhuǎn)債113619.SH世運(yùn)電路122.4844.8610.00吉視轉(zhuǎn)債113017.SH吉視傳媒113.8625.2811.35廣電轉(zhuǎn)債110044.SH廣電網(wǎng)絡(luò)204.67127.730.71湖廣轉(zhuǎn)債127007.SZ湖北廣電141.1719.723.68貴廣轉(zhuǎn)債110052.SH貴廣網(wǎng)絡(luò)195.004.882.9218中原EB120002.SZ中原傳媒117.2918.046.2020廣版EB132022.SH南方傳媒106.0034.118.00游族轉(zhuǎn)債128074.SZ游族網(wǎng)絡(luò)113.2667.496.82山石轉(zhuǎn)債118007.SH山石網(wǎng)科131.0743.032.67藍(lán)盾轉(zhuǎn)債123015.SZ*ST藍(lán)盾250.08295.521.00銀信轉(zhuǎn)債123059.SZ銀信科技122.9337.603.91奧飛轉(zhuǎn)債123131.SZ奧飛數(shù)據(jù)119.7839.506.35城地轉(zhuǎn)債113596.SH城地香江96.90213.0111.99盛路轉(zhuǎn)債128041.SZ盛路通信294.1389.620.53商絡(luò)轉(zhuǎn)債123167.SZ商絡(luò)電子126.9628.153.97永鼎轉(zhuǎn)債110058.SH永鼎股份117.8148.842.61縱橫轉(zhuǎn)債113573.SH縱橫通信116.9067.292.70烽火轉(zhuǎn)債110062.SH烽火通信107.3272.2630.88特發(fā)轉(zhuǎn)2127021.SZ特發(fā)信息129.1828.794.16潤(rùn)建轉(zhuǎn)債128140.SZ潤(rùn)建股份192.829.4610.90萬興轉(zhuǎn)債123116.SZ萬興科技120.5960.713.78朗科轉(zhuǎn)債123100.SZ朗科智能114.6339.493.80朗新轉(zhuǎn)債123083.SZ朗新科技212.0526.395.48漢得轉(zhuǎn)債123077.SZ漢得信息131.6925.139.37宏圖轉(zhuǎn)債118027.SH航天宏圖135.3133.3010.09太極轉(zhuǎn)債128078.SZ太極股份190.878.406.95多倫轉(zhuǎn)債113604.SH多倫科技107.9953.236.40拓爾轉(zhuǎn)債123105.SZ拓爾思181.47-0.854.50絲路轉(zhuǎn)債123138.SZ絲路視覺123.7765.042.40思特轉(zhuǎn)債123054.SZ思特奇134.2933.982.07科藍(lán)轉(zhuǎn)債123157.SZ科藍(lán)軟件126.6739.904.95法本轉(zhuǎn)債123164.SZ法本信息157.5916.526.01新致轉(zhuǎn)債118021.SH新致軟件132.6724.784.85聲迅轉(zhuǎn)債127080.sz聲迅股份--2.80恒鋒轉(zhuǎn)債123173sz恒鋒信息--2.42圖5TMT產(chǎn)業(yè)鏈(下) 固定收益研究—可轉(zhuǎn)債專題報(bào)告10113045.SH127026.SZ128136.SZ128137.SZ128035.SZ113504.SH113582.SH1113045.SH127026.SZ128136.SZ128137.SZ128035.SZ113504.SH113582.SH123022.SZ113577.SH110081.SH123038.SZ118017.SH123153.SZ128101.SZ123050.SZ123140.SZ123143.SZ128118.SZ123035.SZ128083.SZ113569.SH113594.SH118024.SH超聲電子立訊精密潔美科技大族激光艾華集團(tuán)火炬電子長(zhǎng)信科技春秋電子聞泰科技聯(lián)得裝備深科達(dá)英力股份聯(lián)創(chuàng)電子聚飛光電天地?cái)?shù)碼勝藍(lán)股份瀛通通訊利亞德新北洋蘇州科達(dá)淳中科技珠海冠宇表5.TMT相關(guān)轉(zhuǎn)債基本情況(下)轉(zhuǎn)債簡(jiǎn)稱正股名稱環(huán)旭電子轉(zhuǎn)債余額(億元)34.5轉(zhuǎn)債簡(jiǎn)稱正股名稱環(huán)旭電子轉(zhuǎn)債余額(億元)34.507.0029.995.9922.994.634.182.561.7885.981.473.603.402.993.751.723.303.007.998.775.163.0030.89轉(zhuǎn)股溢價(jià)率(%)41.0342.0794.3223.63100.0113.8420.7225.9632.8978.5465.7645.7144.7337.1938.8428.9750.91109.9237.4116.26172.3131.1232.51價(jià)格(元)121.10116.03111.63137.66107.83153.31216.43141.02127.27110.79131.82125.91118.79138.02120.75135.01130.06110.59122.36128.99104.81128.07128.12環(huán)旭轉(zhuǎn)債超聲轉(zhuǎn)債立訊轉(zhuǎn)債潔美轉(zhuǎn)債大族轉(zhuǎn)債艾華轉(zhuǎn)債火炬轉(zhuǎn)債長(zhǎng)信轉(zhuǎn)債春秋轉(zhuǎn)債聞泰轉(zhuǎn)債聯(lián)得轉(zhuǎn)債深科轉(zhuǎn)債英力轉(zhuǎn)債聯(lián)創(chuàng)轉(zhuǎn)債聚飛轉(zhuǎn)債天地轉(zhuǎn)債勝藍(lán)轉(zhuǎn)債瀛通轉(zhuǎn)債利德轉(zhuǎn)債新北轉(zhuǎn)債科達(dá)轉(zhuǎn)債淳中轉(zhuǎn)債冠宇轉(zhuǎn)債 固定收益研究—可轉(zhuǎn)債專題報(bào)告11表6.半導(dǎo)體相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債簡(jiǎn)稱轉(zhuǎn)債代碼正股名稱價(jià)格(元)轉(zhuǎn)股溢價(jià)率(%)轉(zhuǎn)債余額(億元)飛凱轉(zhuǎn)債123078.SZ飛凱材料152.3227.076.18強(qiáng)力轉(zhuǎn)債123076.SZ強(qiáng)力新材104.94146.578.50晶瑞轉(zhuǎn)2123124.SZ晶瑞電材109.91101.975.23晶瑞轉(zhuǎn)債123031.SZ晶瑞電材324.3525.770.53彤程轉(zhuǎn)債113621.SH彤程新材142.6535.865.37南電轉(zhuǎn)債123170.SZ南大光電127.6436.419.00隆華轉(zhuǎn)債123120.SZ隆華科技134.5418.137.98興森轉(zhuǎn)債128122.SZ興森科技128.9752.672.69睿創(chuàng)轉(zhuǎn)債118030.SH睿創(chuàng)微納--15.65精測(cè)轉(zhuǎn)債123025.SZ精測(cè)電子142.3325.183.09博杰轉(zhuǎn)債127051.SZ博杰股份109.7186.485.26聯(lián)得轉(zhuǎn)債123038.SZ聯(lián)得裝備131.8265.761.47華興轉(zhuǎn)債118003.SH華興源創(chuàng)131.7727.878.00國(guó)微轉(zhuǎn)債127038.SZ紫光國(guó)微162.0224.8914.93韋爾轉(zhuǎn)債113616.SH韋爾股份114.5198.6824.33芯海轉(zhuǎn)債118015.SH芯?？萍?25.4453.064.10富瀚轉(zhuǎn)債123122.SZ富瀚微114.5690.795.81聞泰轉(zhuǎn)債110081.SH聞泰科技110.7978.5485.98捷捷轉(zhuǎn)債123115.SZ捷捷微電118.6056.6511.94銀微轉(zhuǎn)債118011.SH銀河微電117.8744.525.00立昂轉(zhuǎn)債111010.SH立昂微129.4424.3033.90圖7汽車產(chǎn)業(yè)鏈(上) 固定收益研究—可轉(zhuǎn)債專題報(bào)告12表7.汽車相關(guān)轉(zhuǎn)債基本情況(上)轉(zhuǎn)債簡(jiǎn)稱轉(zhuǎn)債代碼正股名稱價(jià)格(元)轉(zhuǎn)股溢價(jià)率(%)轉(zhuǎn)債余額(億元)伯特轉(zhuǎn)債113626.SH伯特利251.935.607.81遠(yuǎn)東轉(zhuǎn)債128075.SZ遠(yuǎn)東傳動(dòng)122.9318.695.44貝斯轉(zhuǎn)債123075.SZ貝斯特125.9931.086.00鋒龍轉(zhuǎn)債128143.SZ鋒龍股份124.0137.362.44亞太轉(zhuǎn)債128023.SZ亞太股份117.3743.839.99德爾轉(zhuǎn)債123011.SZ德爾股份115.76108.162.51今飛轉(zhuǎn)債128056.SZ今飛凱達(dá)136.3136.951.72正裕轉(zhuǎn)債113561.SH正裕工業(yè)126.7633.901.50凱中轉(zhuǎn)債128042.SZ凱中精密126.7119.244.15聯(lián)誠(chéng)轉(zhuǎn)債128120.SZ聯(lián)誠(chéng)精密124.3346.482.60威唐轉(zhuǎn)債123088.SZ威唐工業(yè)123.9443.933.01拓普轉(zhuǎn)債113061.SH拓普集團(tuán)139.4736.8925.00汽模轉(zhuǎn)2128090.SZ天汽模128.0023.763.10文燦轉(zhuǎn)債113537.SH文燦股份369.806.951.24瑞鵠轉(zhuǎn)債127065.SZ瑞鵠模具189.664.404.39泉峰轉(zhuǎn)債113629.SH泉峰汽車129.9126.606.19卡倍轉(zhuǎn)債123134.SZ卡倍億148.8211.172.77永鼎轉(zhuǎn)債110058.SH永鼎股份117.8148.842.61百達(dá)轉(zhuǎn)債113570.SH百達(dá)精工133.956.522.80宏發(fā)轉(zhuǎn)債110082.SH宏發(fā)股份115.4257.3020.00嶸泰轉(zhuǎn)債111006.SH嶸泰股份166.1610.826.51愛迪轉(zhuǎn)債110090.SH愛柯迪154.2517.1615.70沿浦轉(zhuǎn)債111008.SH上海沿浦151.3620.573.84豪能轉(zhuǎn)債113662.SH豪能股份131.7025.475.00冠盛轉(zhuǎn)債111011.SH冠盛股份--6.02聯(lián)創(chuàng)轉(zhuǎn)債128101.SZ聯(lián)創(chuàng)電子138.0237.192.99富瀚轉(zhuǎn)債123122.SZ富瀚微114.5690.795.81長(zhǎng)信轉(zhuǎn)債123022.SZ長(zhǎng)信科技141.0225.962.56韋爾轉(zhuǎn)債113616.SH韋爾股份114.5198.6824.33廣匯轉(zhuǎn)債110072.SH廣匯汽車96.5767.5133.66小康轉(zhuǎn)債113016.SH賽力斯335.8962.242.06長(zhǎng)汽轉(zhuǎn)債113049.SH長(zhǎng)城汽車120.4648.3834.95圖8汽車產(chǎn)業(yè)鏈(下) 固定收益研究—可轉(zhuǎn)債專題報(bào)告13表8.汽車相關(guān)轉(zhuǎn)債基本情況(下)轉(zhuǎn)債簡(jiǎn)稱轉(zhuǎn)債代碼正股名稱價(jià)格(元)轉(zhuǎn)股溢價(jià)率(%)轉(zhuǎn)債余額(億元)貴輪轉(zhuǎn)債127063.SZ貴州輪胎129.7614.1218.00麒麟轉(zhuǎn)債127050.SZ森麒麟129.9224.2421.99賽輪轉(zhuǎn)債113063.SH賽輪輪胎134.2419.6320.09大業(yè)轉(zhuǎn)債113535.SH大業(yè)股份111.9884.335.00永東轉(zhuǎn)2127059.SZ永東股份131.5123.563.80永東轉(zhuǎn)債128014.SZ永東股份117.3119.543.37彤程轉(zhuǎn)債113621.SH彤程新材142.6535.865.37模塑轉(zhuǎn)債127004.SZ模塑科技171.54130.931.31明新轉(zhuǎn)債111004.SH明新旭騰146.195.666.73道通轉(zhuǎn)債118013.SH道通科技144.1326.3912.80東時(shí)轉(zhuǎn)債113575.SH東方時(shí)尚141.18151.500.98永安轉(zhuǎn)債113609.SH永安行112.1232.897.34表9.新能源汽車相關(guān)轉(zhuǎn)債基本情況 轉(zhuǎn)債簡(jiǎn)稱轉(zhuǎn)債代碼正股名稱價(jià)格(元)轉(zhuǎn)股溢價(jià)率(%)轉(zhuǎn)債余額(億元)中礦轉(zhuǎn)債128111.SZ中礦資源862.176.511.15華友轉(zhuǎn)債113641.SH華友鈷業(yè)118.8647.6375.99正海轉(zhuǎn)債123169.SZ127037.SZ正海磁材136.26171.1725.6614.3714.006.99銀輪轉(zhuǎn)債銀輪股份三花轉(zhuǎn)債127036.SZ三花智控144.3718.5029.98拓普轉(zhuǎn)債113061.SH拓普集團(tuán)139.4736.8925.00大族轉(zhuǎn)債128035.SZ128095.SZ大族激光107.83280.22100.0118.1822.994.54恩捷轉(zhuǎn)債恩捷股份川恒轉(zhuǎn)債127043.SZ川恒股份154.065.9710.44天奈轉(zhuǎn)債118005.SH天奈科技112.3999.498.30鋰科轉(zhuǎn)債118022.SH長(zhǎng)遠(yuǎn)鋰科129.4923.0232.50精達(dá)轉(zhuǎn)債110074.SH精達(dá)股份146.2914.245.09金田轉(zhuǎn)債113046.SH金田股份109.1461.4715.00國(guó)泰轉(zhuǎn)債127040.SZ江蘇國(guó)泰122.4119.7739.87斯萊轉(zhuǎn)債123067.SZ斯萊克219.726.782.40嘉元轉(zhuǎn)債118000.SH嘉元科技113.36131.7059.751.759.7828.36海亮轉(zhuǎn)債128081.SZ海亮股份萬順轉(zhuǎn)債123012.SZ萬順新材188.5312.351.22萬順轉(zhuǎn)2123085.SZ萬順新材166.8511.445.71鼎勝轉(zhuǎn)債113534.SH鼎勝新材367.03324.357.9625.773.930.53晶瑞轉(zhuǎn)債123031.SZ晶瑞電材晶瑞轉(zhuǎn)2123124.SZ晶瑞電材109.91101.975.23科利轉(zhuǎn)債127066.SZ科達(dá)利128.8337.4815.34宙邦轉(zhuǎn)債123158.SZ新宙邦139.9921.8319.70 天賜轉(zhuǎn)債芳源轉(zhuǎn)債127073.SZ118020.SH天賜材料131.09125.8728.4639.7934.116.42芳源股份 固定收益研究—可轉(zhuǎn)債專題報(bào)告14圖10醫(yī)藥生物產(chǎn)業(yè)鏈(上)表10.醫(yī)藥生物相關(guān)轉(zhuǎn)債基本情況(上) 轉(zhuǎn)債簡(jiǎn)稱轉(zhuǎn)債代碼正股名稱價(jià)格(元)轉(zhuǎn)股溢價(jià)率(%)轉(zhuǎn)債余額(億元)美諾轉(zhuǎn)債113618.SH110076.SH113579.SH123018.SZ128021.SZ123171.SZ127058.SZ123145.SZ110057.SH128062.SZ123099.SZ123098.SZ118004.SH113610.SH128025.SZ113585.SH113660.SH127057.SZ128133.SZ128091.SZ118012.SH127006.SZ123108.SZ123117.SZ128053.SZ113601.SH123109.SZ123151.SZ128108.SZ128040.SZ113563.SH113605.SH127028.SZ123172.SZ123104.SZ123096.SZ118025.SH美諾華華海藥業(yè)健友股份溢多利兄弟科技共同藥業(yè)科倫藥業(yè)藥石科技國(guó)藥現(xiàn)代亞太藥業(yè)普利制藥一品紅博瑞醫(yī)藥?kù)`康藥業(yè)特一藥業(yè)壽仙谷壽仙谷盤龍藥業(yè)奇正藏藥新天藥業(yè)微芯生物吉林敖東樂普醫(yī)療健帆生物尚榮醫(yī)療塞力醫(yī)療昌紅科技康泰醫(yī)學(xué)藍(lán)帆醫(yī)療浙農(nóng)股份柳藥集團(tuán)大參林英特集團(tuán)漱玉平民衛(wèi)寧健康思創(chuàng)醫(yī)惠奕瑞科技130.92113.78118.65274.18126.17131.29164.38133.57120.72105.56127.94173.82112.83110.82185.33235.47142.35183.70124.04197.57139.36123.27120.74109.99142.35109.55119.31121.46100.83156.53120.05114.17132.70125.16117.26103.18128.9423.7878.4254.30173.0626.0128.800.8829.4216.1278.7329.295.3968.5058.4812.5810.4817.2933.1219.379.9222.9714.3753.69190.9846.8172.4746.9627.15125.52-0.5337.7971.3513.5039.3590.6473.3340.874.7718.425.030.542.653.8022.9411.4916.159.628.504.054.654.582.121.003.982.757.991.535.0024.0616.3810.001.905.434.607.0015.211.318.0214.055.768.009.708.1714.35華海轉(zhuǎn)債健友轉(zhuǎn)債溢利轉(zhuǎn)債兄弟轉(zhuǎn)債共同轉(zhuǎn)債科倫轉(zhuǎn)債藥石轉(zhuǎn)債現(xiàn)代轉(zhuǎn)債亞藥轉(zhuǎn)債普利轉(zhuǎn)債一品轉(zhuǎn)債博瑞轉(zhuǎn)債靈康轉(zhuǎn)債特一轉(zhuǎn)債壽仙轉(zhuǎn)債壽22轉(zhuǎn)債盤龍轉(zhuǎn)債奇正轉(zhuǎn)債新天轉(zhuǎn)債微芯轉(zhuǎn)債敖東轉(zhuǎn)債樂普轉(zhuǎn)2健帆轉(zhuǎn)債尚榮轉(zhuǎn)債塞力轉(zhuǎn)債昌紅轉(zhuǎn)債康醫(yī)轉(zhuǎn)債藍(lán)帆轉(zhuǎn)債華通轉(zhuǎn)債柳藥轉(zhuǎn)債大參轉(zhuǎn)債英特轉(zhuǎn)債漱玉轉(zhuǎn)債衛(wèi)寧轉(zhuǎn)債思創(chuàng)轉(zhuǎn)債奕瑞轉(zhuǎn)債 固定收益研究—可轉(zhuǎn)債專題報(bào)告15轉(zhuǎn)債簡(jiǎn)稱轉(zhuǎn)債簡(jiǎn)稱圖11醫(yī)藥生物產(chǎn)業(yè)鏈(下)表11.醫(yī)藥生物相關(guān)轉(zhuǎn)債基本情況(下)轉(zhuǎn)債代碼轉(zhuǎn)債代碼正股名稱價(jià)格(元)轉(zhuǎn)股溢價(jià)率(%)轉(zhuǎn)債余額(億元)北陸轉(zhuǎn)債潤(rùn)達(dá)轉(zhuǎn)債萬孚轉(zhuǎn)債三諾轉(zhuǎn)債寶萊轉(zhuǎn)債九強(qiáng)轉(zhuǎn)債科華轉(zhuǎn)債北陸轉(zhuǎn)債潤(rùn)達(dá)轉(zhuǎn)債萬孚轉(zhuǎn)債三諾轉(zhuǎn)債寶萊轉(zhuǎn)債九強(qiáng)轉(zhuǎn)債科華轉(zhuǎn)債康泰轉(zhuǎn)2113588.SH潤(rùn)達(dá)醫(yī)療118.9735.795.50123064.SZ萬孚生物112.3778.495.98123090.SZ三諾生物131.2230.744.98123065.SZ寶萊特116.69178.812.19123150.SZ九強(qiáng)生物122.4227.8211.39128124.SZ*ST科華101.2075.327.38123119.SZ康泰生物131.7219.1819.99 固定收益研究—可轉(zhuǎn)債專題報(bào)告16轉(zhuǎn)債簡(jiǎn)稱113545.SH轉(zhuǎn)債簡(jiǎn)稱113545.SH金能科技123.3326.429.87表12.采掘與初加工相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債代轉(zhuǎn)債代碼正股名稱價(jià)格(元)轉(zhuǎn)股溢價(jià)率(%)轉(zhuǎn)債余額(億元)127027.SZ靖遠(yuǎn)煤電128.5011.6219.47靖遠(yuǎn)轉(zhuǎn)債127027.SZ靖遠(yuǎn)煤電128.5011.6219.47靖遠(yuǎn)轉(zhuǎn)債金能轉(zhuǎn)債美錦轉(zhuǎn)債淮22轉(zhuǎn)債凌鋼轉(zhuǎn)債本鋼轉(zhuǎn)債中特轉(zhuǎn)債廣大轉(zhuǎn)債友發(fā)轉(zhuǎn)債甬金轉(zhuǎn)債中礦轉(zhuǎn)債華友轉(zhuǎn)債華鈺轉(zhuǎn)債國(guó)城轉(zhuǎn)債中金轉(zhuǎn)債海亮轉(zhuǎn)債鼎勝轉(zhuǎn)債華鋒轉(zhuǎn)債翔鷺轉(zhuǎn)債明泰轉(zhuǎn)債楚江轉(zhuǎn)債金田轉(zhuǎn)債豪美轉(zhuǎn)債新星轉(zhuǎn)債順博轉(zhuǎn)債金誠(chéng)轉(zhuǎn)債大中轉(zhuǎn)債110088.110088.SH淮北礦業(yè)121.1336.7030.00110070.SH凌鋼股份115.9033.842.17127018.127018.SZ本鋼板材112.7042.4556.31127056.SZ中信特鋼113.1145.6150.00118023118023.SH廣大特材126.2639.4515.50113058.SH友發(fā)集團(tuán)114.6718.9020.00113636.113636.SH甬金股份124.0040.1710.00128111.SZ中礦資源862.176.511.15113641113641.SH華友鈷業(yè)118.8647.6375.99113027.SH華鈺礦業(yè)170.049.862.391127019.SZ國(guó)城礦業(yè)119.4541.388.50127020.SZ中金嶺南120.1819.4530.231128081.SZ海亮股份131.701.7528.36113534.SH鼎勝新材367.037.963.931128082.SZ華鋒股份146.5614.812.02128072.SZ翔鷺鎢業(yè)121.6297.383.02113025113025.SH明泰鋁業(yè)299.5111.349.84128109.SZ楚江新材124.3427.7518.23113046.113046.SH金田股份109.1461.4715.00127053.SZ豪美新材120.2050.998.24113600113600.SH深圳新星120.9737.534.53127068.SZ順博合金118.6260.588.30113615113615.SH金誠(chéng)信255.915.077.64127070.SZ大中礦業(yè)146.4619.9015.20 固定收益研究—可轉(zhuǎn)債專題報(bào)告17表13.化工材料與產(chǎn)品相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債簡(jiǎn)稱轉(zhuǎn)債代碼正股名稱價(jià)格(元)轉(zhuǎn)股溢價(jià)率(%)轉(zhuǎn)債余額(億元)永東轉(zhuǎn)債128014.SZ永東股份117.3119.543.3719藍(lán)星EB132020.SH安迪蘇110.2334.9535.06瑞豐轉(zhuǎn)債123126.SZ瑞豐高材112.48127.923.40正丹轉(zhuǎn)債123106.SZ正丹股份113.7754.533.20道恩轉(zhuǎn)債128117.SZ道恩股份117.9284.153.59金禾轉(zhuǎn)債128017.SZ金禾實(shí)業(yè)182.8616.515.52美聯(lián)轉(zhuǎn)債123057.SZ美聯(lián)新材225.119.062.06川恒轉(zhuǎn)債127043.SZ川恒股份154.065.9710.44聚合轉(zhuǎn)債111003.SH聚合順126.5945.072.04裕興轉(zhuǎn)債123144.SZ裕興股份131.0627.296.00齊翔轉(zhuǎn)2128128.SZ齊翔騰達(dá)140.379.776.80恒逸轉(zhuǎn)債127022.SZ恒逸石化110.5752.0920.00恒逸轉(zhuǎn)2127067.SZ恒逸石化112.4147.5030.00鳳21轉(zhuǎn)債113623.SH新鳳鳴115.5947.7325.00天業(yè)轉(zhuǎn)債110087.SH新疆天業(yè)115.2738.2330.00天奈轉(zhuǎn)債118005.SH天奈科技112.3999.498.30鴻達(dá)轉(zhuǎn)債128085.SZ鴻達(dá)興業(yè)109.6439.493.37博匯轉(zhuǎn)債123156.SZ博匯股份148.758.863.97瑞科轉(zhuǎn)債118018.SH瑞華泰122.5543.004.30興發(fā)轉(zhuǎn)債110089.SH興發(fā)集團(tuán)118.1343.8128.00百川轉(zhuǎn)2127075.SZ百川股份127.4123.459.78永和轉(zhuǎn)債111007.SH永和股份165.8814.868.00蒙泰轉(zhuǎn)債123166.SZ蒙泰高新135.5919.153.00東材轉(zhuǎn)債113064.SH東材科技139.8024.5014.00惠云轉(zhuǎn)債123168.SZ惠云鈦業(yè)124.9126.164.90新化轉(zhuǎn)債113663.SH新化股份139.7525.696.50會(huì)通轉(zhuǎn)債118028.SH會(huì)通股份129.4517.998.30優(yōu)彩轉(zhuǎn)債127078.SZ優(yōu)彩資源120.6221.506.00富淼轉(zhuǎn)債118029.SH富淼科技125.6133.694.50福新轉(zhuǎn)債111012.SH福萊新材--4.29三房轉(zhuǎn)債110092.SH三房巷--25.00飛鹿轉(zhuǎn)債123052.SZ飛鹿股份137.3021.481.50天鐵轉(zhuǎn)債123046.SZ天鐵股份349.229.390.59國(guó)光轉(zhuǎn)債128123.SZ國(guó)光股份112.9056.093.20飛凱轉(zhuǎn)債123078.SZ飛凱材料152.3227.076.18彤程轉(zhuǎn)債113621.SH彤程新材142.6535.865.37利民轉(zhuǎn)債128144.SZ利民股份119.3329.759.79震安轉(zhuǎn)債123103.SZ震安科技136.7727.542.49洋豐轉(zhuǎn)債127031.SZ新洋豐113.3558.6710.00華通轉(zhuǎn)債128040.SZ浙農(nóng)股份156.53-0.531.31錦雞轉(zhuǎn)債123129.SZ錦雞股份112.8234.586.00雙箭轉(zhuǎn)債127054.SZ雙箭股份117.4134.245.14貴輪轉(zhuǎn)債127063.SZ貴州輪胎129.7614.1218.00豐山轉(zhuǎn)債113649.SH豐山集團(tuán)141.775.265.00三力轉(zhuǎn)債128039.SZ三力士118.4046.872.02兄弟轉(zhuǎn)債128021.SZ兄弟科技126.1726.012.65恩捷轉(zhuǎn)債128095.SZ恩捷股份280.2218.184.54蘇利轉(zhuǎn)債113640.SH蘇利股份122.2225.209.57阿拉轉(zhuǎn)債118006.SH阿拉丁134.8626.623.87潔特轉(zhuǎn)債118010.SH潔特生物110.5297.244.40永22轉(zhuǎn)債113653.SH永冠新材135.2922.117.70再22轉(zhuǎn)債113657.SH再升科技127.4831.065.10回天轉(zhuǎn)債123165.SZ回天新材127.1236.898.50橫河轉(zhuǎn)債123013SZ橫河精密499.74267.260.38 固定收益研究—可轉(zhuǎn)債專題報(bào)告182.144.002.982.406.304.206.706.004.005.2611.3710.002.092.7511.5020.481.933.354.504.505.709.505.154.602.144.002.982.406.304.206.706.004.005.2611.3710.002.092.7511.5020.481.933.354.504.505.709.505.154.605.002.292.802.442.457.988.002.304.003.213.1012.203.40上海滬工佳力圖斯萊克大豐實(shí)業(yè)威派格拓斯達(dá)弘亞數(shù)控耐普礦機(jī)博杰股份杭氧股份艾迪精密泰林生物法蘭泰克杭叉集團(tuán)安徽合力君禾股份泰福泵業(yè)大元泵業(yè)博實(shí)股份東杰智能利元亨華宏科技昌紅科技大業(yè)股份智能自控百達(dá)精工鋒龍股份萬訊自控隆華科技華翔股份迪貝電氣華銳精密溫州宏豐金沃股份麥格米特華亞智能表14.機(jī)械設(shè)備相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債代碼128076.SZ113593轉(zhuǎn)債代碼128076.SZ113593.SH113597.SH123067.SZ113530.SH113608.SH123101.SZ127041.SZ123127.SZ127051.SZ127064.SZ113644.SH123135.SZ113598.SH113622.SH110091.SH113567.SH123160.SZ113664.SH127072.SZ123162.SZ118026.SH127077.SZ123109.SZ113535.SH128070.SZ113570.SH128143.SZ123112.SZ123120.SZ113637.SH113546.SH118009.SH123141.SZ123163.SZ127074.SZ127079.SZ轉(zhuǎn)債簡(jiǎn)稱正股名稱物產(chǎn)金輪價(jià)格(元)126.20112.48129.53219.72118.73107.94115.15109.59120.69109.71158.76109.95157.00149.79137.06141.03141.14118.14149.92138.39128.85120.60155.31119.31111.98167.06133.95124.01143.73134.54127.64125.73143.37125.26125.19128.90138.55轉(zhuǎn)股溢價(jià)率(%)27.8996.7861.916.7840.32131.6085.0295.8132.3786.4820.2460.8684.6218.2510.7427.358.4638.7125.0637.6314.7647.9922.6746.9684.3362.986.5237.3613.4018.1327.2126.1820.1021.6449.5138.2241.87金輪轉(zhuǎn)債滬工轉(zhuǎn)債佳力轉(zhuǎn)債斯萊轉(zhuǎn)債大豐轉(zhuǎn)債威派轉(zhuǎn)債拓斯轉(zhuǎn)債弘亞轉(zhuǎn)債耐普轉(zhuǎn)債博杰轉(zhuǎn)債杭氧轉(zhuǎn)債艾迪轉(zhuǎn)債泰林轉(zhuǎn)債法蘭轉(zhuǎn)債杭叉轉(zhuǎn)債合力轉(zhuǎn)債君禾轉(zhuǎn)債泰福轉(zhuǎn)債大元轉(zhuǎn)債博實(shí)轉(zhuǎn)債東杰轉(zhuǎn)債利元轉(zhuǎn)債華宏轉(zhuǎn)債昌紅轉(zhuǎn)債大業(yè)轉(zhuǎn)債智能轉(zhuǎn)債百達(dá)轉(zhuǎn)債鋒龍轉(zhuǎn)債萬訊