Convertible bonds pre-market on March 2nd (Middle East conflict: Will Major A-shares buy in?)

2026-03-01 23:01:50

Abstract generation in progress

February 27, 2026, Friday, Shanghai +0.39%, Shenzhen -0.06%, Composite -1.04%. Convertible bond index -0.19%, trading volume around 76.56 billion. Major events occurred over the weekend, which may change the continuation of many Friday logic; tomorrow is likely to open lower and decline further. [Taogu Bar]

Important weekend market-impacting news: ① The US and Israel attacked Iran, and Iran’s Supreme Leader Khamenei was assassinated; ② Multiple countries demand strict prohibition, causing the Strait of Hormuz oil tanker transportation to stall; ③ US stocks closed on Friday: all three major indices fell; ④ National Development and Reform Commission Price Monitoring Center: Storage chip prices continue to rise and are passing downstream.

Dongshi, Tiancai: Due to external events, the “monster stocks” Dongshi and his younger brother Tiancai are most likely to perform, but Tiancai has some stock-bond linkage, so watch the main stocks.

Yinbang: Precious metals and military concepts combined, although the debt aspect is weak, it may explode along with the main stocks tomorrow.

Natural gas and other energy alternatives: Shouhua, Tianhao Energy, and energy chemical convertible bonds.

Military industry: Sanjiao, Guanglian, Hangxin. Although Guanglian is not as aligned with military industry as Sanjiao in the second last trading day, it has good popularity.

Tomorrow, I mainly focus on (Dongshi, Tiancai, Guanglian).

Wishing everyone smooth operations. If my basic manual review helps you, please give some encouragement with likes, cheers, or tips. If you have questions, you can follow first and then leave a comment. Thank you!

$Dongshi Convertible Bond (sh113575)$ $Tiancai Convertible Bond (sh113589)$ $Guanglian Convertible Bond (sz123182)$

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.