可转债投资手册之五（2023年02月）：可转债产业链梳理

转债专题报告证券研究报告阅读正文之后的信息披露和法律声明相关研究《可转债多因子策略探究——可转《转债生命周期之发行与上市——三》2022.02.16链梳理——可转债投资手册之五(23年2月)截至2023年2月1日，存量转债和可交债共有将近480只，我们对其进行了分类并梳理为17个产业链，包括新基建、传统基建、风电光伏、TMT、半导体、汽车、医药生物、采掘与初加工、化工材料与产品、机械设备、环保、军工、交运、农林牧渔、消费、轻工制造、金融产业链。风险提示：基本面变化、股市波动、政策不达预期、价格和溢价率调整风险、信用风险:姜珮珊itongcomS850517070004:王巧喆aitongcomS850521080003固定收益研究—可转债专题报告2阅读正文之后的信息披露和法律声明1.可转债产业链梳理......................................................................................................5固定收益研究—可转债专题报告3 图4TMT产业链(上) 8图5TMT产业链(下) 9 图7汽车产业链(上) 11图8汽车产业链(下) 12 图10医药生物产业链(上) 14图11医药生物产业链(下) 15 固定收益研究—可转债专题报告4表目录 表4.TMT相关转债基本情况(上) 9表5.TMT相关转债基本情况(下) 10 1表7.汽车相关转债基本情况(上) 12表8.汽车相关转债基本情况(下) 13表9.新能源汽车相关转债基本情况 13表10.医药生物相关转债基本情况(上) 14表11.医药生物相关转债基本情况(下) 15基本情况 16表13.化工材料与产品相关转债基本情况 17表14.机械设备相关转债基本情况 18 表21.金融相关转债基本情况 24固定收益研究—可转债专题报告5阅读正文之后的信息披露和法律声明截至2023年2月1日，存量转债和可交债共有将近480只，我们对其进行了分类，并梳理为17个产业链，包括新基建、传统基建、风电光伏、TMT、半导体、汽车、医药生物、采掘与初加工、化工材料与产品、机械设备、环保、军工、交运、农林牧渔、消费、轻工制造、金融产业链。固定收益研究—可转债专题报告6阅读正文之后的信息披露和法律声明转债简称转债简称表1.新基建相关转债基本情况转债代转债代码正股名称价格(元)转股溢价率(%)转债余额(亿元)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盛路转债烽火转债崇达转2景20转债兴森转债明电转债特发转2华体转债永鼎转债纵横转债日丰转债天铁转债凯发转债飞鹿转债红相转债建工转债明泰转债朗新转债润建转债汉得转债思特转债城地转债奥飞转债佳力转债特发转2通光转债白电转债杭电转债红相转债起帆转债九洲转2申昊转债朗新转债九洲转2华体转债拓尔转债多伦转债富瀚转债新北转债科达转债汉得转债拓斯转债太极转债113602113602.SH景旺电子118.3644.7017.80128122.SZ兴森科技128.9752.672.691123087.SZ明阳电路120.4633.424.19127021.SZ特发信息129.1828.794.16113574113574.SH华体科技114.75162.362.09110058.SH永鼎股份117.8148.842.61113573113573.SH纵横通信116.9067.292.70128145.SZ日丰股份143.174.513.401123046.SZ天铁股份349.229.390.59123014.SZ凯发电气135.2133.261.161123052.SZ飞鹿股份137.3021.481.50123044.SZ红相股份127.7321.605.50110064110064.SH重庆建工113.0836.0412.65113025.SH明泰铝业299.5111.349.841123083.SZ朗新科技212.0526.395.48128140.SZ润建股份192.829.4610.901123077.SZ汉得信息131.6925.139.37123054.SZ思特奇134.2933.982.07113596113596.SH城地香江96.90213.0111.99123131.SZ奥飞数据119.7839.506.35113597113597.SH佳力图129.5361.912.98127021.SZ特发信息129.1828.794.161123034.SZ通光线缆278.43134.200.78113549.SH白云电器116.2025.578.05113505113505.SH杭电股份113.6641.217.50123044.SZ红相股份127.7321.605.50111000111000.SH起帆电缆163.0012.349.99123089.SZ九洲集团130.5814.263.061123142.SZ申昊科技119.6244.705.50123083.SZ朗新科技212.0526.395.481123089.SZ九洲集团130.5814.263.06113574.SH华体科技114.75162.362.091123105.SZ拓尔思181.47-0.854.50113604.SH多伦科技107.9953.236.401123122.SZ富瀚微114.5690.795.81128083.SZ新北洋128.9916.268.77113569113569.SH苏州科达104.81172.315.16123077.SZ汉得信息131.6925.139.371123101.SZ拓斯达115.1585.026.70128078.SZ太极股份190.878.406.95图2传统基建产业链固定收益研究—可转债专题报告7转债简称127055.SZ中天精装转债简称127055.SZ中天精装122.5228.805.77表2.传统基建相关转债基本情况转债代转债代码正股名称价格(元)转股溢价率(%)转债余额(亿元)123136.SZ新城市117.4847.644.60城市转债123136.SZ新城市117.4847.644.60城市转债精装转债中装转2设研转债华阳转债建工转债天路转债核建转债风语转债岩土转债城地转债交建转债北方转债亚泰转债中钢转债铁汉转债文科转债岭南转债绿茵转债花王转债东湖转债精工转债鸿路转债海波转债豪美转债凌钢转债本钢转债鼎胜转债明泰转债蒙娜转债帝欧转债旗滨转债万青转债冀东转债天路转债濮耐转债山玻转债长海转债天铁转债震安转债飞鹿转债大禹转债垒知转债博22转债友发转债法兰转债远东转债沪工转债杭叉转债艾迪转债贵轮转债1123130.SZ设研院129.1123.743.76128125.SZ华阳国际107.6883.664.50110064110064.SH重庆建工113.0836.0412.65110060.SH西藏天路117.1131.057.06113024.113024.SH中国核建114.7934.2529.95113643.SH风语筑129.0732.275.001128037.SZ中化岩土120.5214.036.02113596.SH城地香江96.90213.0111.991128132.SZ新疆交建110.0251.068.49127014.SZ北方国际142.9913.915.341128066.SZ郑中设计114.0628.774.61127029.SZ中钢国际138.2810.358.191123004.SZ节能铁汉110.0280.758.03128127.SZ文科园林109.4821.659.491128044.SZ岭南股份123.2620.256.57127034.SZ绿茵生态105.6040.287.12113595113595.SHST花王113.6610.023.30110080.SH东湖高新117.4316.6415.49110086110086.SH精工钢构117.2137.3920.00128134.SZ鸿路钢构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凌钢股份115.9033.842.17127018.SZ本钢板材112.7042.4556.31113534113534.SH鼎胜新材367.037.963.93113025.SH明泰铝业299.5111.349.84127044.127044.SZ蒙娜丽莎116.0757.2711.69127047.SZ帝欧家居98.9165.7915.00113047.113047.SH旗滨集团131.4533.7914.99127017.SZ万年青114.5161.7410.001127025.SZ冀东水泥108.6665.3417.76110060.SH西藏天路117.1131.057.061127035.SZ濮耐股份124.3025.136.26111001.SH山东玻纤114.8649.756.001123091.SZ长海股份127.3031.445.50123046.SZ天铁股份349.229.390.591123103.SZ震安科技136.7727.542.49123052.SZ飞鹿股份137.3021.481.501123063.SZ大禹节水121.4619.066.35127062.SZ垒知集团119.0448.473.96113650113650.SH苏博特117.3666.388.00113058.SH友发集团114.6718.9020.00113598113598.SH法兰泰克149.7918.252.75128075.SZ远东传动122.9318.695.44113593.113593.SH上海沪工112.4896.784.00113622.SH杭叉集团137.0610.7411.50113644113644.SH艾迪精密109.9560.8610.00127063.SZ贵州轮胎129.7614.1218.00固定收益研究—可转债专题报告8表3.风电光伏相关转债基本情况转债简称转债代码正股名称价格(元)转股溢价率(%)转债余额(亿元)通22转债110085.SH通威股份127.2314.89119.85旗滨转债113047.SH旗滨集团131.4533.7914.99福莱转债113059.SH福莱特124.4043.7240.00海优转债118008.SH海优新材136.4929.766.94盛虹转债127030.SZ东方盛虹150.6326.4649.98福22转债113661.sh福斯特150.6828.9130.30隆22转债113053.SH隆基绿能121.5746.9569.96上能转债123148.SZ上能电气207.815.794.20帝尔转债123121.SZ帝尔激光145.9520.678.31高测转债118014.SH高测股份132.1337.174.83裕兴转债123144.sz裕兴股份131.0627.296.00山玻转债111001.SH山东玻纤114.8649.756.00长海转债123091.SZ长海股份127.3031.445.50宏发转债110082.SH宏发股份115.4257.3020.00通裕转债123149.SZ通裕重工122.7231.4514.85天能转债123071.SZ天能重工143.9223.786.94中陆转债123155.SZ中环海陆118.5964.513.60强联转债123161.SZ新强联120.5667.2712.10晶科转债113048.SH晶科科技128.4124.4622.96嘉泽转债113039.SH嘉泽新能136.9516.572.88福能转债110048.SH福能股份186.1912.4412.76节能转债113051.SH节能风电134.6421.4329.99九洲转2123089.SZ九洲集团130.5814.263.06日丰转债128145.SZ日丰股份143.174.513.40永鼎转债110058.SH永鼎股份117.8148.842.61杭电转债113505.SH杭电股份113.6641.217.50起帆转债111000.SH起帆电缆163.0012.349.99通光转债123034.SZ通光线缆278.43134.200.78中辰转债123147.SZ中辰股份129.1119.635.70金盘转债118019.SH金盘科技152.7829.859.77图4TMT产业链(上)固定收益研究—可转债专题报告9表4.TMT相关转债基本情况(上)转债简称转债代码正股名称价格(元)转股溢价率(%)转债余额(亿元)华正转债113639.SH华正新材107.4170.105.70兴森转债128122.SZ兴森科技128.9752.672.69景20转债113602.SH景旺电子118.3644.7017.80崇达转2128131.SZ崇达技术109.5491.0514.00明电转债123087.SZ明阳电路120.4633.424.19世运转债113619.SH世运电路122.4844.8610.00吉视转债113017.SH吉视传媒113.8625.2811.35广电转债110044.SH广电网络204.67127.730.71湖广转债127007.SZ湖北广电141.1719.723.68贵广转债110052.SH贵广网络195.004.882.9218中原EB120002.SZ中原传媒117.2918.046.2020广版EB132022.SH南方传媒106.0034.118.00游族转债128074.SZ游族网络113.2667.496.82山石转债118007.SH山石网科131.0743.032.67蓝盾转债123015.SZ*ST蓝盾250.08295.521.00银信转债123059.SZ银信科技122.9337.603.91奥飞转债123131.SZ奥飞数据119.7839.506.35城地转债113596.SH城地香江96.90213.0111.99盛路转债128041.SZ盛路通信294.1389.620.53商络转债123167.SZ商络电子126.9628.153.97永鼎转债110058.SH永鼎股份117.8148.842.61纵横转债113573.SH纵横通信116.9067.292.70烽火转债110062.SH烽火通信107.3272.2630.88特发转2127021.SZ特发信息129.1828.794.16润建转债128140.SZ润建股份192.829.4610.90万兴转债123116.SZ万兴科技120.5960.713.78朗科转债123100.SZ朗科智能114.6339.493.80朗新转债123083.SZ朗新科技212.0526.395.48汉得转债123077.SZ汉得信息131.6925.139.37宏图转债118027.SH航天宏图135.3133.3010.09太极转债128078.SZ太极股份190.878.406.95多伦转债113604.SH多伦科技107.9953.236.40拓尔转债123105.SZ拓尔思181.47-0.854.50丝路转债123138.SZ丝路视觉123.7765.042.40思特转债123054.SZ思特奇134.2933.982.07科蓝转债123157.SZ科蓝软件126.6739.904.95法本转债123164.SZ法本信息157.5916.526.01新致转债118021.SH新致软件132.6724.784.85声迅转债127080.sz声迅股份--2.80恒锋转债123173sz恒锋信息--2.42图5TMT产业链(下) 固定收益研究—可转债专题报告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超声电子立讯精密洁美科技大族激光艾华集团火炬电子长信科技春秋电子闻泰科技联得装备深科达英力股份联创电子聚飞光电天地数码胜蓝股份瀛通通讯利亚德新北洋苏州科达淳中科技珠海冠宇表5.TMT相关转债基本情况(下)转债简称正股名称环旭电子转债余额(亿元)34.5转债简称正股名称环旭电子转债余额(亿元)34.507.0029.995.9922.994.634.182.561.7885.981.473.603.402.993.751.723.303.007.998.775.163.0030.89转股溢价率(%)41.0342.0794.3223.63100.0113.8420.7225.9632.8978.5465.7645.7144.7337.1938.8428.9750.91109.9237.4116.26172.3131.1232.51价格(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环旭转债超声转债立讯转债洁美转债大族转债艾华转债火炬转债长信转债春秋转债闻泰转债联得转债深科转债英力转债联创转债聚飞转债天地转债胜蓝转债瀛通转债利德转债新北转债科达转债淳中转债冠宇转债 固定收益研究—可转债专题报告11表6.半导体相关转债基本情况转债简称转债代码正股名称价格(元)转股溢价率(%)转债余额(亿元)飞凯转债123078.SZ飞凯材料152.3227.076.18强力转债123076.SZ强力新材104.94146.578.50晶瑞转2123124.SZ晶瑞电材109.91101.975.23晶瑞转债123031.SZ晶瑞电材324.3525.770.53彤程转债113621.SH彤程新材142.6535.865.37南电转债123170.SZ南大光电127.6436.419.00隆华转债123120.SZ隆华科技134.5418.137.98兴森转债128122.SZ兴森科技128.9752.672.69睿创转债118030.SH睿创微纳--15.65精测转债123025.SZ精测电子142.3325.183.09博杰转债127051.SZ博杰股份109.7186.485.26联得转债123038.SZ联得装备131.8265.761.47华兴转债118003.SH华兴源创131.7727.878.00国微转债127038.SZ紫光国微162.0224.8914.93韦尔转债113616.SH韦尔股份114.5198.6824.33芯海转债118015.SH芯海科技125.4453.064.10富瀚转债123122.SZ富瀚微114.5690.795.81闻泰转债110081.SH闻泰科技110.7978.5485.98捷捷转债123115.SZ捷捷微电118.6056.6511.94银微转债118011.SH银河微电117.8744.525.00立昂转债111010.SH立昂微129.4424.3033.90图7汽车产业链(上) 固定收益研究—可转债专题报告12表7.汽车相关转债基本情况(上)转债简称转债代码正股名称价格(元)转股溢价率(%)转债余额(亿元)伯特转债113626.SH伯特利251.935.607.81远东转债128075.SZ远东传动122.9318.695.44贝斯转债123075.SZ贝斯特125.9931.086.00锋龙转债128143.SZ锋龙股份124.0137.362.44亚太转债128023.SZ亚太股份117.3743.839.99德尔转债123011.SZ德尔股份115.76108.162.51今飞转债128056.SZ今飞凯达136.3136.951.72正裕转债113561.SH正裕工业126.7633.901.50凯中转债128042.SZ凯中精密126.7119.244.15联诚转债128120.SZ联诚精密124.3346.482.60威唐转债123088.SZ威唐工业123.9443.933.01拓普转债113061.SH拓普集团139.4736.8925.00汽模转2128090.SZ天汽模128.0023.763.10文灿转债113537.SH文灿股份369.806.951.24瑞鹄转债127065.SZ瑞鹄模具189.664.404.39泉峰转债113629.SH泉峰汽车129.9126.606.19卡倍转债123134.SZ卡倍亿148.8211.172.77永鼎转债110058.SH永鼎股份117.8148.842.61百达转债113570.SH百达精工133.956.522.80宏发转债110082.SH宏发股份115.4257.3020.00嵘泰转债111006.SH嵘泰股份166.1610.826.51爱迪转债110090.SH爱柯迪154.2517.1615.70沿浦转债111008.SH上海沿浦151.3620.573.84豪能转债113662.SH豪能股份131.7025.475.00冠盛转债111011.SH冠盛股份--6.02联创转债128101.SZ联创电子138.0237.192.99富瀚转债123122.SZ富瀚微114.5690.795.81长信转债123022.SZ长信科技141.0225.962.56韦尔转债113616.SH韦尔股份114.5198.6824.33广汇转债110072.SH广汇汽车96.5767.5133.66小康转债113016.SH赛力斯335.8962.242.06长汽转债113049.SH长城汽车120.4648.3834.95图8汽车产业链(下) 固定收益研究—可转债专题报告13表8.汽车相关转债基本情况(下)转债简称转债代码正股名称价格(元)转股溢价率(%)转债余额(亿元)贵轮转债127063.SZ贵州轮胎129.7614.1218.00麒麟转债127050.SZ森麒麟129.9224.2421.99赛轮转债113063.SH赛轮轮胎134.2419.6320.09大业转债113535.SH大业股份111.9884.335.00永东转2127059.SZ永东股份131.5123.563.80永东转债128014.SZ永东股份117.3119.543.37彤程转债113621.SH彤程新材142.6535.865.37模塑转债127004.SZ模塑科技171.54130.931.31明新转债111004.SH明新旭腾146.195.666.73道通转债118013.SH道通科技144.1326.3912.80东时转债113575.SH东方时尚141.18151.500.98永安转债113609.SH永安行112.1232.897.34表9.新能源汽车相关转债基本情况 转债简称转债代码正股名称价格(元)转股溢价率(%)转债余额(亿元)中矿转债128111.SZ中矿资源862.176.511.15华友转债113641.SH华友钴业118.8647.6375.99正海转债123169.SZ127037.SZ正海磁材136.26171.1725.6614.3714.006.99银轮转债银轮股份三花转债127036.SZ三花智控144.3718.5029.98拓普转债113061.SH拓普集团139.4736.8925.00大族转债128035.SZ128095.SZ大族激光107.83280.22100.0118.1822.994.54恩捷转债恩捷股份川恒转债127043.SZ川恒股份154.065.9710.44天奈转债118005.SH天奈科技112.3999.498.30锂科转债118022.SH长远锂科129.4923.0232.50精达转债110074.SH精达股份146.2914.245.09金田转债113046.SH金田股份109.1461.4715.00国泰转债127040.SZ江苏国泰122.4119.7739.87斯莱转债123067.SZ斯莱克219.726.782.40嘉元转债118000.SH嘉元科技113.36131.7059.751.759.7828.36海亮转债128081.SZ海亮股份万顺转债123012.SZ万顺新材188.5312.351.22万顺转2123085.SZ万顺新材166.8511.445.71鼎胜转债113534.SH鼎胜新材367.03324.357.9625.773.930.53晶瑞转债123031.SZ晶瑞电材晶瑞转2123124.SZ晶瑞电材109.91101.975.23科利转债127066.SZ科达利128.8337.4815.34宙邦转债123158.SZ新宙邦139.9921.8319.70 天赐转债芳源转债127073.SZ118020.SH天赐材料131.09125.8728.4639.7934.116.42芳源股份 固定收益研究—可转债专题报告14图10医药生物产业链(上)表10.医药生物相关转债基本情况(上) 转债简称转债代码正股名称价格(元)转股溢价率(%)转债余额(亿元)美诺转债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美诺华华海药业健友股份溢多利兄弟科技共同药业科伦药业药石科技国药现代亚太药业普利制药一品红博瑞医药灵康药业特一药业寿仙谷寿仙谷盘龙药业奇正藏药新天药业微芯生物吉林敖东乐普医疗健帆生物尚荣医疗塞力医疗昌红科技康泰医学蓝帆医疗浙农股份柳药集团大参林英特集团漱玉平民卫宁健康思创医惠奕瑞科技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华海转债健友转债溢利转债兄弟转债共同转债科伦转债药石转债现代转债亚药转债普利转债一品转债博瑞转债灵康转债特一转债寿仙转债寿22转债盘龙转债奇正转债新天转债微芯转债敖东转债乐普转2健帆转债尚荣转债塞力转债昌红转债康医转债蓝帆转债华通转债柳药转债大参转债英特转债漱玉转债卫宁转债思创转债奕瑞转债 固定收益研究—可转债专题报告15转债简称转债简称图11医药生物产业链(下)表11.医药生物相关转债基本情况(下)转债代码转债代码正股名称价格(元)转股溢价率(%)转债余额(亿元)北陆转债润达转债万孚转债三诺转债宝莱转债九强转债科华转债北陆转债润达转债万孚转债三诺转债宝莱转债九强转债科华转债康泰转2113588.SH润达医疗118.9735.795.50123064.SZ万孚生物112.3778.495.98123090.SZ三诺生物131.2230.744.98123065.SZ宝莱特116.69178.812.19123150.SZ九强生物122.4227.8211.39128124.SZ*ST科华101.2075.327.38123119.SZ康泰生物131.7219.1819.99 固定收益研究—可转债专题报告16转债简称113545.SH转债简称113545.SH金能科技123.3326.429.87表12.采掘与初加工相关转债基本情况转债代转债代码正股名称价格(元)转股溢价率(%)转债余额(亿元)127027.SZ靖远煤电128.5011.6219.47靖远转债127027.SZ靖远煤电128.5011.6219.47靖远转债金能转债美锦转债淮22转债凌钢转债本钢转债中特转债广大转债友发转债甬金转债中矿转债华友转债华钰转债国城转债中金转债海亮转债鼎胜转债华锋转债翔鹭转债明泰转债楚江转债金田转债豪美转债新星转债顺博转债金诚转债大中转债110088.110088.SH淮北矿业121.1336.7030.00110070.SH凌钢股份115.9033.842.17127018.127018.SZ本钢板材112.7042.4556.31127056.SZ中信特钢113.1145.6150.00118023118023.SH广大特材126.2639.4515.50113058.SH友发集团114.6718.9020.00113636.113636.SH甬金股份124.0040.1710.00128111.SZ中矿资源862.176.511.15113641113641.SH华友钴业118.8647.6375.99113027.SH华钰矿业170.049.862.391127019.SZ国城矿业119.4541.388.50127020.SZ中金岭南120.1819.4530.231128081.SZ海亮股份131.701.7528.36113534.SH鼎胜新材367.037.963.931128082.SZ华锋股份146.5614.812.02128072.SZ翔鹭钨业121.6297.383.02113025113025.SH明泰铝业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顺博合金118.6260.588.30113615113615.SH金诚信255.915.077.64127070.SZ大中矿业146.4619.9015.20 固定收益研究—可转债专题报告17表13.化工材料与产品相关转债基本情况转债简称转债代码正股名称价格(元)转股溢价率(%)转债余额(亿元)永东转债128014.SZ永东股份117.3119.543.3719蓝星EB132020.SH安迪苏110.2334.9535.06瑞丰转债123126.SZ瑞丰高材112.48127.923.40正丹转债123106.SZ正丹股份113.7754.533.20道恩转债128117.SZ道恩股份117.9284.153.59金禾转债128017.SZ金禾实业182.8616.515.52美联转债123057.SZ美联新材225.119.062.06川恒转债127043.SZ川恒股份154.065.9710.44聚合转债111003.SH聚合顺126.5945.072.04裕兴转债123144.SZ裕兴股份131.0627.296.00齐翔转2128128.SZ齐翔腾达140.379.776.80恒逸转债127022.SZ恒逸石化110.5752.0920.00恒逸转2127067.SZ恒逸石化112.4147.5030.00凤21转债113623.SH新凤鸣115.5947.7325.00天业转债110087.SH新疆天业115.2738.2330.00天奈转债118005.SH天奈科技112.3999.498.30鸿达转债128085.SZ鸿达兴业109.6439.493.37博汇转债123156.SZ博汇股份148.758.863.97瑞科转债118018.SH瑞华泰122.5543.004.30兴发转债110089.SH兴发集团118.1343.8128.00百川转2127075.SZ百川股份127.4123.459.78永和转债111007.SH永和股份165.8814.868.00蒙泰转债123166.SZ蒙泰高新135.5919.153.00东材转债113064.SH东材科技139.8024.5014.00惠云转债123168.SZ惠云钛业124.9126.164.90新化转债113663.SH新化股份139.7525.696.50会通转债118028.SH会通股份129.4517.998.30优彩转债127078.SZ优彩资源120.6221.506.00富淼转债118029.SH富淼科技125.6133.694.50福新转债111012.SH福莱新材--4.29三房转债110092.SH三房巷--25.00飞鹿转债123052.SZ飞鹿股份137.3021.481.50天铁转债123046.SZ天铁股份349.229.390.59国光转债128123.SZ国光股份112.9056.093.20飞凯转债123078.SZ飞凯材料152.3227.076.18彤程转债113621.SH彤程新材142.6535.865.37利民转债128144.SZ利民股份119.3329.759.79震安转债123103.SZ震安科技136.7727.542.49洋丰转债127031.SZ新洋丰113.3558.6710.00华通转债128040.SZ浙农股份156.53-0.531.31锦鸡转债123129.SZ锦鸡股份112.8234.586.00双箭转债127054.SZ双箭股份117.4134.245.14贵轮转债127063.SZ贵州轮胎129.7614.1218.00丰山转债113649.SH丰山集团141.775.265.00三力转债128039.SZ三力士118.4046.872.02兄弟转债128021.SZ兄弟科技126.1726.012.65恩捷转债128095.SZ恩捷股份280.2218.184.54苏利转债113640.SH苏利股份122.2225.209.57阿拉转债118006.SH阿拉丁134.8626.623.87洁特转债118010.SH洁特生物110.5297.244.40永22转债113653.SH永冠新材135.2922.117.70再22转债113657.SH再升科技127.4831.065.10回天转债123165.SZ回天新材127.1236.898.50横河转债123013SZ横河精密499.74267.260.38 固定收益研究—可转债专题报告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上海沪工佳力图斯莱克大丰实业威派格拓斯达弘亚数控耐普矿机博杰股份杭氧股份艾迪精密泰林生物法兰泰克杭叉集团安徽合力君禾股份泰福泵业大元泵业博实股份东杰智能利元亨华宏科技昌红科技大业股份智能自控百达精工锋龙股份万讯自控隆华科技华翔股份迪贝电气华锐精密温州宏丰金沃股份麦格米特华亚智能表14.机械设备相关转债基本情况转债代码128076.SZ113593转债代码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转债简称正股名称物产金轮价格(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转股溢价率(%)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金轮转债沪工转债佳力转债斯莱转债大丰转债威派转债拓斯转债弘亚转债耐普转债博杰转债杭氧转债艾迪转债泰林转债法兰转债杭叉转债合力转债君禾转债泰福转债大元转债博实转债东杰转债利元转债华宏转债昌红转债大业转债智能转债百达转债锋龙转债万讯