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固定收益研究可轉(zhuǎn)債專(zhuān)題報(bào)告2024年2024年4月18日

證券研究報(bào)告投資要點(diǎn)：——可轉(zhuǎn)債投資手冊(cè)之五（24年4月）投資要點(diǎn)：2024415540只，我們對(duì)其進(jìn)行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(chē)、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&公用、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)請(qǐng)務(wù)必閱讀正文之后的信息披露和法律聲明表目錄表1.新基建相關(guān)轉(zhuǎn)債基本情況 4表2.傳統(tǒng)基建相關(guān)轉(zhuǎn)債基本情況 5表3.風(fēng)電光伏相關(guān)轉(zhuǎn)債基本情況 6表4.TMT相關(guān)轉(zhuǎn)債基本情況（上） 7表5.TMT相關(guān)轉(zhuǎn)債基本情況（下） 8表6.半導(dǎo)體相關(guān)轉(zhuǎn)債基本情況 9表7.汽車(chē)相關(guān)轉(zhuǎn)債基本情況（上） 10表8.汽車(chē)相關(guān)轉(zhuǎn)債基本情況（下） 11表9.新能源汽車(chē)相關(guān)轉(zhuǎn)債基本情況 12表10.醫(yī)藥生物相關(guān)轉(zhuǎn)債基本情況（上） 13表11.醫(yī)藥生物相關(guān)轉(zhuǎn)債基本情況（下） 14表12.采掘與初加工相關(guān)轉(zhuǎn)債基本情況 15表13.化工材料與產(chǎn)品相關(guān)轉(zhuǎn)債基本情況 16表14.機(jī)械設(shè)備相關(guān)轉(zhuǎn)債基本情況 表15.環(huán)保&公用事業(yè)相關(guān)轉(zhuǎn)債基本情況 18表16.軍工相關(guān)轉(zhuǎn)債基本情況 19表17.交通運(yùn)輸相關(guān)轉(zhuǎn)債基本情況 20表18.農(nóng)林牧漁相關(guān)轉(zhuǎn)債基本情況 20表19.消費(fèi)相關(guān)轉(zhuǎn)債基本情況 21表20.輕工制造相關(guān)轉(zhuǎn)債基本情況 22表21.金融相關(guān)轉(zhuǎn)債基本情況 231.可轉(zhuǎn)債產(chǎn)業(yè)鏈?zhǔn)崂?02441554017TMT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&公用、軍工、交運(yùn)、農(nóng)林牧漁、消費(fèi)、輕工制造、金融產(chǎn)業(yè)鏈。圖1新基建產(chǎn)業(yè)鏈資料來(lái)源：，HTI，截至4月15日表1.新基建相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率（）轉(zhuǎn)債余額（億元）盛路轉(zhuǎn)債128041.SZ盛路通信244.55159.950.52通光轉(zhuǎn)債123034.SZ通光線纜237.88195.500.78思特轉(zhuǎn)債123054.SZ思特奇146.4033.201.67飛鹿轉(zhuǎn)債123052.SZ飛鹿股份131.0041.581.50奧飛轉(zhuǎn)債123131.SZ奧飛數(shù)據(jù)125.3621.505.21神碼轉(zhuǎn)債127100.SZ神州數(shù)碼124.1045.3913.39興森轉(zhuǎn)債128122.SZ興森科技122.3449.912.68紅相轉(zhuǎn)債123044.SZ*ST紅相119.003.364.62佳力轉(zhuǎn)債113597.SH佳力圖118.8082.862.98測(cè)繪轉(zhuǎn)債123177.SZ測(cè)繪股份118.6838.012.44永鼎轉(zhuǎn)債110058.SH永鼎股份118.5839.962.60科數(shù)轉(zhuǎn)債127091.SZ科華數(shù)據(jù)118.2744.8414.92中貝轉(zhuǎn)債113678.SH中貝通信118.1437.805.17烽火轉(zhuǎn)債110062.SH烽火通信116.7355.6630.88縱橫轉(zhuǎn)債113573.SH縱橫通信115.9677.172.70景20轉(zhuǎn)債113602.SH景旺電子114.9436.1117.80起帆轉(zhuǎn)債111000.SH起帆電纜114.6138.199.99道通轉(zhuǎn)債118013.SH道通科技113.5065.1812.80白電轉(zhuǎn)債113549.SH白云電器113.2432.888.04明電轉(zhuǎn)02123203.SZ明陽(yáng)電路113.1538.274.48明電轉(zhuǎn)債123087.SZ明陽(yáng)電路112.9945.754.19景23轉(zhuǎn)債113669.SH景旺電子112.4045.3911.54新北轉(zhuǎn)債128083.SZ新北洋112.3829.518.77華體轉(zhuǎn)債113574.SH華體科技112.34206.652.08建工轉(zhuǎn)債110064.SH重慶建工111.0089.3812.65九洲轉(zhuǎn)2123089.SZ九洲集團(tuán)110.4745.463.06科達(dá)轉(zhuǎn)債113569.SH蘇州科達(dá)110.3652.545.14拓斯轉(zhuǎn)債123101.SZ拓斯達(dá)108.72134.286.70信服轉(zhuǎn)債123210.SZ深信服108.10115.1412.15崇達(dá)轉(zhuǎn)2128131.SZ崇達(dá)技術(shù)108.00133.8414.00煜邦轉(zhuǎn)債118039.SH煜邦電力106.3038.634.11資料來(lái)源：，HTI，截至4月15日?qǐng)D2傳統(tǒng)基建產(chǎn)業(yè)鏈資料來(lái)源：，HTI，截至4月15日表2.傳統(tǒng)基建相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率（%）轉(zhuǎn)債余額（億元）中旗轉(zhuǎn)債127081.SZ中旗新材189.0099.655.40北方轉(zhuǎn)債127014.SZ北方國(guó)際158.003.295.32鼎勝轉(zhuǎn)債113534.SH鼎勝新材143.396.063.33海波轉(zhuǎn)債123080.SZ海波重科136.40122.501.49飛鹿轉(zhuǎn)債123052.SZ飛鹿股份131.0041.581.50法蘭轉(zhuǎn)債113598.SH法蘭泰克127.2323.212.75豪美轉(zhuǎn)債127053.SZ豪美新材122.3823.764.82本鋼轉(zhuǎn)債127018.SZ本鋼板材120.7735.9056.31華設(shè)轉(zhuǎn)債113674.SH華設(shè)集團(tuán)119.6132.644.00友發(fā)轉(zhuǎn)債113058.SH友發(fā)集團(tuán)116.8914.8820.00交建轉(zhuǎn)債128132.SZ新疆交建116.2634.708.49風(fēng)語(yǔ)轉(zhuǎn)債113643.SH風(fēng)語(yǔ)筑114.9553.165.00大禹轉(zhuǎn)債123063.SZ大禹節(jié)水114.8840.716.35天路轉(zhuǎn)債110060.SH西藏天路114.2535.745.65萬(wàn)青轉(zhuǎn)債127017.SZ萬(wàn)年青111.94140.5710.00設(shè)研轉(zhuǎn)債123130.SZ設(shè)研院111.1450.873.75建工轉(zhuǎn)債110064.SH重慶建工111.0089.3812.65浙建轉(zhuǎn)債127102.SZ浙江建投110.8034.8010.00滬工轉(zhuǎn)債113593.SH上海滬工110.7683.294.00濮耐轉(zhuǎn)債127035.SZ濮耐股份110.6944.476.26冠中轉(zhuǎn)債123207.SZ冠中生態(tài)110.0621.134.00凌鋼轉(zhuǎn)債110070.SH凌鋼股份110.0462.862.17旗濱轉(zhuǎn)債113047.SH旗濱集團(tuán)109.9068.9414.99長(zhǎng)海轉(zhuǎn)債123091.SZ長(zhǎng)海股份109.8668.585.50亞泰轉(zhuǎn)債128066.SZ鄭中設(shè)計(jì)109.7560.694.61精裝轉(zhuǎn)債127055.SZ中天精裝109.3134.825.77鴻路轉(zhuǎn)債128134.SZ鴻路鋼構(gòu)108.9792.4915.73艾迪轉(zhuǎn)債113644.SH艾迪精密108.0859.7710.00山玻轉(zhuǎn)債111001.SH山東玻纖108.04115.316.00華陽(yáng)轉(zhuǎn)債128125.SZ華陽(yáng)國(guó)際107.39141.374.50核建轉(zhuǎn)債113024.SH中國(guó)核建106.8232.9929.95山路轉(zhuǎn)債127083.SZ山東路橋106.6545.7848.36震安轉(zhuǎn)債123103.SZ震安科技105.93388.822.49壘知轉(zhuǎn)債127062.SZ壘知集團(tuán)104.70101.023.96博22轉(zhuǎn)債113650.SH蘇博特103.52201.698.00東南轉(zhuǎn)債127103.SZ東南網(wǎng)架102.8834.2820.00紅墻轉(zhuǎn)債127094.SZ紅墻股份102.8044.083.16冀東轉(zhuǎn)債127025.SZ冀東水泥102.30160.9217.76科順轉(zhuǎn)債123216.SZ科順股份100.00154.5921.98文科轉(zhuǎn)債128127.SZ文科股份100.0089.219.49蒙娜轉(zhuǎn)債127044.SZ蒙娜麗莎99.57160.8911.69綠茵轉(zhuǎn)債127034.SZ綠茵生態(tài)98.0089.097.12匯通轉(zhuǎn)債113665.SH匯通集團(tuán)96.8384.463.60嶺南轉(zhuǎn)債128044.SZ嶺南股份94.0144.056.56城地轉(zhuǎn)債113596.SH城地香江93.70337.4511.98精工轉(zhuǎn)債110086.SH精工鋼構(gòu)93.5464.3620.00金埔轉(zhuǎn)債123198.SZ金埔園林91.8050.455.20志特轉(zhuǎn)債123186.SZ志特新材91.00237.466.14帝歐轉(zhuǎn)債127047.SZ帝歐家居70.89152.8515.00中裝轉(zhuǎn)2127033.SZST中裝66.2067.6211.59資料來(lái)源：，HTI，截至4月15日?qǐng)D3風(fēng)電光伏產(chǎn)業(yè)鏈資料來(lái)源：，HTI，截至4月15日表3.風(fēng)電光伏相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率（）轉(zhuǎn)債余額（億元）通光轉(zhuǎn)債123034.SZ通光線纜237.88195.500.78福能轉(zhuǎn)債110048.SH福能股份191.990.4111.38金盤(pán)轉(zhuǎn)債118019.SH金盤(pán)科技136.89-0.498.76博23轉(zhuǎn)債113069.SH博威合金127.8318.7917.00嘉澤轉(zhuǎn)債113039.SH嘉澤新能126.4517.492.88歐晶轉(zhuǎn)債127098.SZ歐晶科技119.5029.034.70永鼎轉(zhuǎn)債110058.SH永鼎股份118.5839.962.60科數(shù)轉(zhuǎn)債127091.SZ科華數(shù)據(jù)118.2744.8414.92奧維轉(zhuǎn)債118042.SH奧特維115.9535.3711.40節(jié)能轉(zhuǎn)債113051.SH節(jié)能風(fēng)電115.8531.1229.99盛虹轉(zhuǎn)債127030.SZ東方盛虹114.8447.8249.98起帆轉(zhuǎn)債111000.SH起帆電纜114.6138.199.99通裕轉(zhuǎn)債123149.SZ通裕重工111.1230.1214.84天能轉(zhuǎn)債123071.SZ天能重工110.8068.106.94宇邦轉(zhuǎn)債123224.SZ宇邦新材110.5055.515.00九洲轉(zhuǎn)2123089.SZ九洲集團(tuán)110.4745.463.06福萊轉(zhuǎn)債113059.SH福萊特109.9072.4940.00旗濱轉(zhuǎn)債113047.SH旗濱集團(tuán)109.9068.9414.99長(zhǎng)海轉(zhuǎn)債123091.SZ長(zhǎng)海股份109.8668.585.50帝爾轉(zhuǎn)債123121.SZ帝爾激光109.1295.538.31宏發(fā)轉(zhuǎn)債110082.SH宏發(fā)股份109.08105.4220.00山玻轉(zhuǎn)債111001.SH山東玻纖108.04115.316.00通22轉(zhuǎn)債110085.SH通威股份107.9462.58119.84中辰轉(zhuǎn)債123147.SZ中辰股份107.3040.305.70福22轉(zhuǎn)債113661.SH福斯特106.9191.1030.30強(qiáng)聯(lián)轉(zhuǎn)債123161.SZ新強(qiáng)聯(lián)106.7287.9212.10晶科轉(zhuǎn)債113048.SH晶科科技105.2778.8622.96中能轉(zhuǎn)債123234.SZ中能電氣104.9346.124.00晶澳轉(zhuǎn)債127089.SZ晶澳科技103.85152.0289.60晶能轉(zhuǎn)債118034.SH晶科能源103.8586.22100.00芯能轉(zhuǎn)債113679.SH芯能科技103.0654.658.80雙良轉(zhuǎn)債110095.SH雙良節(jié)能102.4466.9526.00能輝轉(zhuǎn)債123185.SZ能輝科技102.2968.173.48高測(cè)轉(zhuǎn)債118014.SH高測(cè)股份102.16101.814.83隆22轉(zhuǎn)債113053.SH隆基綠能101.39217.0869.95天23轉(zhuǎn)債118031.SH天合光能100.83216.3488.65裕興轉(zhuǎn)債123144.SZ裕興股份100.7095.166.00海優(yōu)轉(zhuǎn)債118008.SH海優(yōu)新材97.35452.306.94中陸轉(zhuǎn)債123155.SZ中環(huán)海陸96.60170.783.60資料來(lái)源：，HTI，截至4月15日?qǐng)D4TMT產(chǎn)業(yè)鏈（上）資料來(lái)源：，HTI，截至4月15日表4.TMT相關(guān)轉(zhuǎn)債基本情況（上）轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率（）轉(zhuǎn)債余額（億元）盛路轉(zhuǎn)債128041.SZ盛路通信244.55159.950.52廣電轉(zhuǎn)債110044.SH廣電網(wǎng)絡(luò)194.87246.990.71新致轉(zhuǎn)債118021.SH新致軟件150.2110.642.50聲迅轉(zhuǎn)債127080.SZ聲迅股份149.20109.122.80思特轉(zhuǎn)債123054.SZ思特奇146.4033.201.67姚記轉(zhuǎn)債127104.SZ姚記科技131.9033.585.83奧飛轉(zhuǎn)債123131.SZ奧飛數(shù)據(jù)125.3621.505.21神碼轉(zhuǎn)債127100.SZ神州數(shù)碼124.1045.3913.39宇瞳轉(zhuǎn)債123219.SZ宇瞳光學(xué)122.4116.366.00興森轉(zhuǎn)債128122.SZ興森科技122.3449.912.68中富轉(zhuǎn)債123226.SZ中富電路121.9969.665.20絲路轉(zhuǎn)債123138.SZ絲路視覺(jué)121.1865.482.40銀信轉(zhuǎn)債123059.SZ銀信科技119.3536.543.91世運(yùn)轉(zhuǎn)債113619.SH世運(yùn)電路119.2431.2310.00永鼎轉(zhuǎn)債110058.SH永鼎股份118.5839.962.60中貝轉(zhuǎn)債113678.SH中貝通信118.1437.805.17烽火轉(zhuǎn)債110062.SH烽火通信116.7355.6630.88縱橫轉(zhuǎn)債113573.SH縱橫通信115.9677.172.70貴廣轉(zhuǎn)債110052.SH貴廣網(wǎng)絡(luò)115.6435.232.64景20轉(zhuǎn)債113602.SH景旺電子114.9436.1117.80天陽(yáng)轉(zhuǎn)債123184.SZ天陽(yáng)科技114.9024.319.75游族轉(zhuǎn)債128074.SZ游族網(wǎng)絡(luò)113.70113.446.82興瑞轉(zhuǎn)債127090.SZ興瑞科技113.1850.374.62明電轉(zhuǎn)02123203.SZ明陽(yáng)電路113.1538.274.48明電轉(zhuǎn)債123087.SZ明陽(yáng)電路112.9945.754.19金現(xiàn)轉(zhuǎn)債123232.SZ金現(xiàn)代112.5987.132.03景23轉(zhuǎn)債113669.SH景旺電子112.4045.3911.54恒鋒轉(zhuǎn)債123173.SZ恒鋒信息112.3668.842.42湖廣轉(zhuǎn)債127007.SZ湖北廣電108.1059.163.67崇達(dá)轉(zhuǎn)2128131.SZ崇達(dá)技術(shù)108.00133.8414.00朗科轉(zhuǎn)債123100.SZ朗科智能106.9073.513.80富仕轉(zhuǎn)債123217.SZ四會(huì)富仕105.5054.945.70科藍(lán)轉(zhuǎn)債123157.SZ科藍(lán)軟件105.4070.624.94華正轉(zhuǎn)債113639.SH華正新材105.1592.465.70山石轉(zhuǎn)債118007.SH山石網(wǎng)科103.12125.972.67正元轉(zhuǎn)02123196.SZ正元智慧102.7070.063.51城地轉(zhuǎn)債113596.SH城地香江93.70337.4511.98宏圖轉(zhuǎn)債118027.SH航天宏圖92.76169.2210.09資料來(lái)源：，HTI，截至4月15日?qǐng)D5TMT產(chǎn)業(yè)鏈（下）資料來(lái)源：，HTI，截至4月15日表5.TMT相關(guān)轉(zhuǎn)債基本情況（下）轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率（）轉(zhuǎn)債余額（億元）聯(lián)得轉(zhuǎn)債123038.SZ聯(lián)得裝備139.0040.291.47福蓉轉(zhuǎn)債113672.SH福蓉科技135.717.536.38聚飛轉(zhuǎn)債123050.SZ聚飛光電120.7225.883.75春秋轉(zhuǎn)債113577.SH春秋電子120.2554.111.78火炬轉(zhuǎn)債113582.SH火炬電子119.6240.724.17晨豐轉(zhuǎn)債113628.SH晨豐科技118.0813.774.15春23轉(zhuǎn)債113667.SH春秋電子115.8043.535.70利德轉(zhuǎn)債123035.SZ利亞德115.2734.037.99長(zhǎng)信轉(zhuǎn)債123022.SZ長(zhǎng)信科技113.6934.692.56勝藍(lán)轉(zhuǎn)債123143.SZ勝藍(lán)股份113.6744.623.29潔美轉(zhuǎn)債128137.SZ潔美科技113.6750.975.99新北轉(zhuǎn)債128083.SZ新北洋112.3829.518.77科達(dá)轉(zhuǎn)債113569.SH蘇州科達(dá)110.3652.545.14環(huán)旭轉(zhuǎn)債113045.SH環(huán)旭電子109.9152.4734.50聯(lián)創(chuàng)轉(zhuǎn)債128101.SZ聯(lián)創(chuàng)電子109.21109.102.99立訊轉(zhuǎn)債128136.SZ立訊精密108.80123.3829.99瀛通轉(zhuǎn)債128118.SZ瀛通通訊107.40153.653.00福立轉(zhuǎn)債118043.SH福立旺107.1767.247.00豪鵬轉(zhuǎn)債127101.SZ豪鵬科技106.9554.3811.00冠宇轉(zhuǎn)債118024.SH珠海冠宇106.92104.3930.89超聲轉(zhuǎn)債127026.SZ超聲電子106.0170.607.00崧盛轉(zhuǎn)債123159.SZ崧盛股份104.1388.302.94聞泰轉(zhuǎn)債110081.SH聞泰科技103.06184.0685.98海能轉(zhuǎn)債123193.SZ海能實(shí)業(yè)101.7088.976.00佳禾轉(zhuǎn)債123237.SZ佳禾智能100.9674.6910.04英力轉(zhuǎn)債123153.SZ英力股份97.4074.813.40資料來(lái)源：，HTI，截至4月15日?qǐng)D6半導(dǎo)體產(chǎn)業(yè)鏈資料來(lái)源：，HTI，截至4月15日表6.半導(dǎo)體相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率（）轉(zhuǎn)債余額（億元）晶瑞轉(zhuǎn)債123031.SZ晶瑞電材315.3260.290.53聯(lián)得轉(zhuǎn)債123038.SZ聯(lián)得裝備139.0040.291.47精測(cè)轉(zhuǎn)債123025.SZ精測(cè)電子138.8512.673.08精測(cè)轉(zhuǎn)2123176.SZ精測(cè)電子132.0941.7812.76興森轉(zhuǎn)債128122.SZ興森科技122.3449.912.68彤程轉(zhuǎn)債113621.SH彤程新材117.4750.075.36華興轉(zhuǎn)債118003.SH華興源創(chuàng)117.4341.418.00南電轉(zhuǎn)債123170.SZ南大光電113.5558.429.00國(guó)微轉(zhuǎn)債127038.SZ紫光國(guó)微112.5782.5914.92金宏轉(zhuǎn)債118038.SH金宏氣體111.8367.8410.16飛凱轉(zhuǎn)債123078.SZ飛凱材料111.6660.076.18隆華轉(zhuǎn)債123120.SZ隆華科技111.5547.207.98韋爾轉(zhuǎn)債113616.SH韋爾股份111.1487.9124.33力合轉(zhuǎn)債118036.SH力合微110.2965.483.80強(qiáng)力轉(zhuǎn)債123076.SZ強(qiáng)力新材108.90115.978.50芯海轉(zhuǎn)債118015.SH芯?？萍?08.10119.874.10立昂轉(zhuǎn)債111010.SH立昂微107.20137.1933.90博杰轉(zhuǎn)債127051.SZ博杰股份106.81122.645.26捷捷轉(zhuǎn)債123115.SZ捷捷微電106.4096.4211.94富瀚轉(zhuǎn)債123122.SZ富瀚微106.00197.605.80宏微轉(zhuǎn)債118040.SH宏微科技105.7864.194.30華懋轉(zhuǎn)債113677.SH華懋科技105.3079.8010.50華特轉(zhuǎn)債118033.SH華特氣體104.6497.776.46銀微轉(zhuǎn)債118011.SH銀河微電104.2584.275.00聞泰轉(zhuǎn)債110081.SH聞泰科技103.06184.0685.98晶瑞轉(zhuǎn)2123124.SZ晶瑞電材100.03141.865.23資料來(lái)源：，HTI，截至4月15日?qǐng)D7汽車(chē)產(chǎn)業(yè)鏈（上）資料來(lái)源：，HTI，截至4月15日表7.汽車(chē)相關(guān)轉(zhuǎn)債基本情況（上）轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率（）轉(zhuǎn)債余額（億元）鋒龍轉(zhuǎn)債128143.SZ鋒龍股份132.9929.201.73德?tīng)栟D(zhuǎn)債123011.SZ德?tīng)柟煞?12.7823.262.50今飛轉(zhuǎn)債128056.SZ今飛凱達(dá)118.2225.801.72正裕轉(zhuǎn)債113561.SH正裕工業(yè)132.2149.461.38凱中轉(zhuǎn)債128042.SZ凱中精密113.3218.754.02聯(lián)誠(chéng)轉(zhuǎn)債128120.SZ聯(lián)誠(chéng)精密123.0023.632.59威唐轉(zhuǎn)債123088.SZ威唐工業(yè)111.71101.403.01拓普轉(zhuǎn)債113061.SH拓普集團(tuán)118.0051.3325.00汽模轉(zhuǎn)2128090.SZ天汽模118.4130.773.08文燦轉(zhuǎn)債113537.SH文燦股份167.3428.851.23泉峰轉(zhuǎn)債113629.SH泉峰汽車(chē)92.43115.256.19永鼎轉(zhuǎn)債110058.SH永鼎股份118.5839.962.60宏發(fā)轉(zhuǎn)債110082.SH宏發(fā)股份109.08105.4220.00愛(ài)迪轉(zhuǎn)債110090.SH愛(ài)柯迪124.4024.7315.70沿浦轉(zhuǎn)債111008.SH上海沿浦120.6028.183.84豪能轉(zhuǎn)債113662.SH豪能股份111.9048.535.00冠盛轉(zhuǎn)債111011.SH冠盛股份136.47-0.164.04聯(lián)創(chuàng)轉(zhuǎn)債128101.SZ聯(lián)創(chuàng)電子109.21109.102.99富瀚轉(zhuǎn)債123122.SZ富瀚微106.00197.605.80長(zhǎng)信轉(zhuǎn)債123022.SZ長(zhǎng)信科技113.6934.692.56韋爾轉(zhuǎn)債113616.SH韋爾股份111.1487.9124.33廣匯轉(zhuǎn)債110072.SH廣匯汽車(chē)93.00156.7133.66長(zhǎng)汽轉(zhuǎn)債113049.SH長(zhǎng)城汽車(chē)107.9767.8834.95精鍛轉(zhuǎn)債123174.SZ精鍛科技111.5657.449.80亞科轉(zhuǎn)債127082.SZ亞太科技122.1719.8011.59紐泰轉(zhuǎn)債123201.SZ紐泰格123.0019.713.50上聲轉(zhuǎn)債118037.SH上聲電子106.12110.445.20神通轉(zhuǎn)債111016.SH神通科技114.9038.795.77立中轉(zhuǎn)債123212.SZ立中集團(tuán)114.7054.009.00博俊轉(zhuǎn)債123222.SZ博俊科技133.3513.195.00華懋轉(zhuǎn)債113677.SH華懋科技105.3079.8010.50雅創(chuàng)轉(zhuǎn)債123227.SZ雅創(chuàng)電子113.1980.713.63卡倍轉(zhuǎn)02123238.SZ卡倍億129.9741.375.29湘泵轉(zhuǎn)債113684.SH湘油泵100.001.015.77資料來(lái)源：，HTI，截至4月15日?qǐng)D8汽車(chē)產(chǎn)業(yè)鏈（下）資料來(lái)源：，HTI，截至4月15日表8.汽車(chē)相關(guān)轉(zhuǎn)債基本情況（下）轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率（）轉(zhuǎn)債余額（億元）東時(shí)轉(zhuǎn)債113575.SH東方時(shí)尚148.15506.070.98冠盛轉(zhuǎn)債111011.SH冠盛股份136.47-0.164.04麒麟轉(zhuǎn)債127050.SZ森麒麟130.8714.6721.99金鐘轉(zhuǎn)債123230.SZ金鐘股份124.9078.783.50信測(cè)轉(zhuǎn)債123231.SZ信測(cè)標(biāo)準(zhǔn)124.1839.035.45海泰轉(zhuǎn)債123200.SZ海泰科119.0026.593.70岱美轉(zhuǎn)債113673.SH岱美股份118.7544.089.08彤程轉(zhuǎn)債113621.SH彤程新材117.4750.075.36超達(dá)轉(zhuǎn)債123187.SZ超達(dá)裝備116.7721.234.53新23轉(zhuǎn)債113675.SH新泉股份116.1642.6911.60道通轉(zhuǎn)債118013.SH道通科技113.5065.1812.80永東轉(zhuǎn)2127059.SZ永東股份106.7852.063.79永安轉(zhuǎn)債113609.SH永安行106.5557.057.34明新轉(zhuǎn)債111004.SH明新旭騰106.2979.436.73資料來(lái)源：，HTI，截至4月15日?qǐng)D9新能源汽車(chē)產(chǎn)業(yè)鏈資料來(lái)源：，HTI，截至4月15日表9.新能源汽車(chē)相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率（）轉(zhuǎn)債余額（億元）晶瑞轉(zhuǎn)債123031.SZ晶瑞電材315.3260.290.53銀輪轉(zhuǎn)債127037.SZ銀輪股份175.464.475.07鼎勝轉(zhuǎn)債113534.SH鼎勝新材143.396.063.33精達(dá)轉(zhuǎn)債110074.SH精達(dá)股份132.654.085.08萬(wàn)順轉(zhuǎn)債123012.SZ萬(wàn)順新材131.8965.771.22震裕轉(zhuǎn)債123228.SZ震裕科技126.933.4911.95翔豐轉(zhuǎn)債123225.SZ翔豐華126.806.638.00川恒轉(zhuǎn)債127043.SZ川恒股份122.3025.2210.44拓普轉(zhuǎn)債113061.SH拓普集團(tuán)118.0051.3325.00金銅轉(zhuǎn)債113068.SH金田股份116.9921.6814.50天賜轉(zhuǎn)債127073.SZ天賜材料116.9839.3134.10宙邦轉(zhuǎn)債123158.SZ新宙邦115.9340.1319.69海亮轉(zhuǎn)債128081.SZ海亮股份115.9013.0627.02國(guó)泰轉(zhuǎn)債127040.SZ江蘇國(guó)泰115.4123.8439.87斯萊轉(zhuǎn)債123067.SZ斯萊克114.0558.072.39恩捷轉(zhuǎn)債128095.SZ恩捷股份113.8567.424.53正海轉(zhuǎn)債123169.SZ正海磁材112.1031.5914.00科利轉(zhuǎn)債127066.SZ科達(dá)利110.2082.3115.34宏發(fā)轉(zhuǎn)債110082.SH宏發(fā)股份109.08105.4220.00萬(wàn)順轉(zhuǎn)2123085.SZ萬(wàn)順新材108.8043.225.70金田轉(zhuǎn)債113046.SH金田股份107.3174.4415.00華友轉(zhuǎn)債113641.SH華友鈷業(yè)105.4857.7475.99嘉元轉(zhuǎn)債118000.SH嘉元科技105.32260.959.78國(guó)力轉(zhuǎn)債118035.SH國(guó)力股份104.40109.234.80天奈轉(zhuǎn)債118005.SH天奈科技102.07304.518.30晶瑞轉(zhuǎn)2123124.SZ晶瑞電材100.03141.865.23鋰科轉(zhuǎn)債118022.SH長(zhǎng)遠(yuǎn)鋰科98.76182.9832.50道氏轉(zhuǎn)02123190.SZ道氏技術(shù)96.0947.4826.00芳源轉(zhuǎn)債118020.SH芳源股份90.49280.556.42資料來(lái)源：，HTI，截至4月15日?qǐng)D10醫(yī)藥生物產(chǎn)業(yè)鏈（上）資料來(lái)源：，HTI，截至4月15日表10.醫(yī)藥生物相關(guān)轉(zhuǎn)債基本情況（上）轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率(%)轉(zhuǎn)債余額（億元）溢利轉(zhuǎn)債123018.SZ溢多利276.80361.330.54九典轉(zhuǎn)02123223.SZ九典制藥171.805.273.60新天轉(zhuǎn)債128091.SZ新天藥業(yè)151.747.951.52諾泰轉(zhuǎn)債118046.SH諾泰生物133.2910.054.34百洋轉(zhuǎn)債123194.SZ百洋醫(yī)藥131.196.838.46東亞轉(zhuǎn)債111015.SH東亞藥業(yè)127.506.426.89山河轉(zhuǎn)債123199.SZ山河藥輔126.9084.243.20益豐轉(zhuǎn)債113682.SH益豐藥房126.3115.1817.97奕瑞轉(zhuǎn)債118025.SH奕瑞科技123.4035.7014.22英特轉(zhuǎn)債127028.SZ英特集團(tuán)122.6717.834.06奇正轉(zhuǎn)債128133.SZ奇正藏藥121.5015.687.99柳藥轉(zhuǎn)債113563.SH柳藥集團(tuán)120.3633.748.02普利轉(zhuǎn)債123099.SZ普利制藥118.0039.295.31博瑞轉(zhuǎn)債118004.SH博瑞醫(yī)藥117.4756.724.65楚天轉(zhuǎn)債123240.SZ楚天科技114.0031.7910.00衛(wèi)寧轉(zhuǎn)債123104.SZ衛(wèi)寧健康113.95209.519.70微芯轉(zhuǎn)債118012.SH微芯生物112.9044.385.00漱玉轉(zhuǎn)債123172.SZ漱玉平民112.7038.578.00尚榮轉(zhuǎn)債128053.SZ尚榮醫(yī)療112.3397.181.90壽22轉(zhuǎn)債113660.SH壽仙谷111.3771.923.98健友轉(zhuǎn)債113579.SH健友股份109.80106.155.03昌紅轉(zhuǎn)債123109.SZ昌紅科技109.06106.444.60華海轉(zhuǎn)債110076.SH華海藥業(yè)108.24146.2518.42亞藥轉(zhuǎn)債128062.SZ亞太藥業(yè)108.2344.196.57健帆轉(zhuǎn)債123117.SZ健帆生物108.2087.3510.00大參轉(zhuǎn)債113605.SH大參林107.87131.2014.05花園轉(zhuǎn)債123178.SZ花園生物107.0759.5012.00美諾轉(zhuǎn)債113618.SH美諾華106.66118.034.77樂(lè)普轉(zhuǎn)2123108.SZ樂(lè)普醫(yī)療105.81121.5316.38藥石轉(zhuǎn)債123145.SZ藥石科技103.92166.3011.49康醫(yī)轉(zhuǎn)債123151.SZ康泰醫(yī)學(xué)102.5682.297.00東寶轉(zhuǎn)債123214.SZ東寶生物102.3940.524.55藍(lán)帆轉(zhuǎn)債128108.SZ藍(lán)帆醫(yī)療100.92239.0615.21靈康轉(zhuǎn)債113610.SH靈康藥業(yè)100.17133.564.58共同轉(zhuǎn)債123171.SZ共同藥業(yè)97.0075.973.80塞力轉(zhuǎn)債113601.SH塞力醫(yī)療95.59145.195.42思創(chuàng)轉(zhuǎn)債123096.SZ思創(chuàng)醫(yī)惠95.0519.405.24資料來(lái)源：，HTI，截至4月15日?qǐng)D11醫(yī)藥生物產(chǎn)業(yè)鏈（下）資料來(lái)源：，HTI，截至4月15日表11.醫(yī)藥生物相關(guān)轉(zhuǎn)債基本情況（下）轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率（）轉(zhuǎn)債余額（億元）潤(rùn)達(dá)轉(zhuǎn)債113588.SH潤(rùn)達(dá)醫(yī)療157.5414.022.97九強(qiáng)轉(zhuǎn)債123150.SZ九強(qiáng)生物124.0123.4511.21力諾轉(zhuǎn)債123221.SZ力諾特玻121.3016.684.99康泰轉(zhuǎn)2123119.SZ康泰生物116.0937.8319.99寶萊轉(zhuǎn)債123065.SZ寶萊特112.24312.862.19三諾轉(zhuǎn)債123090.SZ三諾生物111.9681.444.98萬(wàn)孚轉(zhuǎn)債123064.SZ萬(wàn)孚生物108.78129.705.98正川轉(zhuǎn)債113624.SH正川股份107.59252.964.05北陸轉(zhuǎn)債123082.SZ北陸藥業(yè)106.89104.364.99科華轉(zhuǎn)債128124.SZ科華生物99.21190.047.37易瑞轉(zhuǎn)債123220.SZ易瑞生物95.0171.013.28資料來(lái)源：，HTI，截至4月15日?qǐng)D12采掘與初加工產(chǎn)業(yè)鏈資料來(lái)源：，HTI，截至4月15日表12.采掘與初加工相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率（）轉(zhuǎn)債余額（億元）金誠(chéng)轉(zhuǎn)債113615.SH金誠(chéng)信453.060.205.70平煤轉(zhuǎn)債113066.SH平煤股份160.011.6614.28鼎勝轉(zhuǎn)債113534.SH鼎勝新材143.396.063.33華鈺轉(zhuǎn)債113027.SH華鈺礦業(yè)132.2810.132.38博23轉(zhuǎn)債113069.SH博威合金127.8318.7917.00眾和轉(zhuǎn)債110094.SH新疆眾和126.926.8811.85武進(jìn)轉(zhuǎn)債113671.SH武進(jìn)不銹125.2720.213.10中金轉(zhuǎn)債127020.SZ中金嶺南124.9011.8130.23恒邦轉(zhuǎn)債127086.SZ恒邦股份124.0216.8831.60能化轉(zhuǎn)債127027.SZ甘肅能化123.4013.5119.46麗島轉(zhuǎn)債113680.SH麗島新材123.3573.303.00華鋒轉(zhuǎn)債128082.SZ華鋒股份123.1030.841.95豪美轉(zhuǎn)債127053.SZ豪美新材122.3823.764.82本鋼轉(zhuǎn)債127018.SZ本鋼板材120.7735.9056.31金銅轉(zhuǎn)債113068.SH金田股份116.9921.6814.50友發(fā)轉(zhuǎn)債113058.SH友發(fā)集團(tuán)116.8914.8820.00楚江轉(zhuǎn)債128109.SZ楚江新材116.7119.3218.23海亮轉(zhuǎn)債128081.SZ海亮股份115.9013.0627.02大中轉(zhuǎn)債127070.SZ大中礦業(yè)115.5125.2515.19翔鷺轉(zhuǎn)債128072.SZ翔鷺鎢業(yè)112.00166.623.02凌鋼轉(zhuǎn)債110070.SH凌鋼股份110.0462.862.17甬金轉(zhuǎn)債113636.SH甬金股份109.1189.1510.00新星轉(zhuǎn)債113600.SH深圳新星108.6270.604.53中特轉(zhuǎn)債127056.SZ中信特鋼108.5065.7850.00金能轉(zhuǎn)債113545.SH金能科技108.1455.879.86金田轉(zhuǎn)債113046.SH金田股份107.3174.4415.00華友轉(zhuǎn)債113641.SH華友鈷業(yè)105.4857.7475.99國(guó)城轉(zhuǎn)債127019.SZ國(guó)城礦業(yè)102.9452.728.49順博轉(zhuǎn)債127068.SZ順博合金95.8966.298.30美錦轉(zhuǎn)債127061.SZ美錦能源95.2294.4935.63廣大轉(zhuǎn)債118023.SH廣大特材86.65130.3515.50資料來(lái)源：，HTI，截至4月15日?qǐng)D13化工材料與產(chǎn)品產(chǎn)業(yè)鏈資料來(lái)源：，HTI，截至4月15日表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(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率（）轉(zhuǎn)債余額（億元）橫河轉(zhuǎn)債123013.SZ橫河精密343.80284.020.38飛鹿轉(zhuǎn)債123052.SZ飛鹿股份131.0041.581.50麒麟轉(zhuǎn)債127050.SZ森麒麟130.8714.6721.99福新轉(zhuǎn)債111012.SH福萊新材129.2014.002.69國(guó)光轉(zhuǎn)債128123.SZ國(guó)光股份129.107.533.13雙箭轉(zhuǎn)債127054.SZ雙箭股份127.0014.505.14正丹轉(zhuǎn)債123106.SZ正丹股份126.086.753.20永和轉(zhuǎn)債111007.SH永和股份125.4120.267.86川恒轉(zhuǎn)債127043.SZ川恒股份122.3025.2210.44藍(lán)曉轉(zhuǎn)02123195.SZ藍(lán)曉科技119.6046.665.46錦雞轉(zhuǎn)債123129.SZ錦雞股份119.2341.061.94齊翔轉(zhuǎn)2128128.SZ齊翔騰達(dá)119.0026.556.79鳳21轉(zhuǎn)債113623.SH新鳳鳴118.6627.1925.00聚合轉(zhuǎn)債111003.SH聚合順118.0057.742.04彤程轉(zhuǎn)債113621.SH彤程新材117.4750.075.36赫達(dá)轉(zhuǎn)債127088.SZ山東赫達(dá)117.3038.486.00聚隆轉(zhuǎn)債123209.SZ南京聚隆116.9939.512.18賽特轉(zhuǎn)債118044.SH賽特新材116.3138.254.42凱盛轉(zhuǎn)債123233.SZ凱盛新材115.8735.706.50金丹轉(zhuǎn)債123204.SZ金丹科技115.2914.307.00新化轉(zhuǎn)債113663.SH新化股份115.0140.986.50優(yōu)彩轉(zhuǎn)債127078.SZ優(yōu)彩資源114.0021.786.00神馬轉(zhuǎn)債110093.SH神馬股份113.9926.0630.00恩捷轉(zhuǎn)債128095.SZ恩捷股份113.8567.424.53東材轉(zhuǎn)債113064.SH東材科技113.7755.0214.00鎮(zhèn)洋轉(zhuǎn)債113681.SH鎮(zhèn)洋發(fā)展113.5741.396.60祥源轉(zhuǎn)債123202.SZ祥源新材112.8727.974.60會(huì)通轉(zhuǎn)債118028.SH會(huì)通股份112.6629.498.30華康轉(zhuǎn)債111018.SH華康股份112.3932.0313.03道恩轉(zhuǎn)債128117.SZ道恩股份112.18187.243.58豐山轉(zhuǎn)債113649.SH豐山集團(tuán)112.0244.414.59陽(yáng)谷轉(zhuǎn)債123211.SZ陽(yáng)谷華泰111.9432.796.50飛凱轉(zhuǎn)債123078.SZ飛凱材料111.6660.076.18瑞豐轉(zhuǎn)債123126.SZ瑞豐高材111.59101.823.4019藍(lán)星EB132020.SH安迪蘇110.6029.4335.06洋豐轉(zhuǎn)債127031.SZ新洋豐110.2771.8710.00興發(fā)轉(zhuǎn)債110089.SH興發(fā)集團(tuán)109.5557.2428.00阿拉轉(zhuǎn)債118006.SH阿拉丁107.40102.423.87永東轉(zhuǎn)2127059.SZ永東股份106.7852.063.79惠云轉(zhuǎn)債123168.SZ惠云鈦業(yè)106.3043.424.90三力轉(zhuǎn)債128039.SZ三力士106.0324.352.02震安轉(zhuǎn)債123103.SZ震安科技105.93388.822.49回天轉(zhuǎn)債123165.SZ回天新材104.9584.478.50利民轉(zhuǎn)債128144.SZ利民股份104.9369.729.79華特轉(zhuǎn)債118033.SH華特氣體104.6497.776.46蘇利轉(zhuǎn)債113640.SH蘇利股份104.1572.339.57永22轉(zhuǎn)債113653.SH永冠新材103.9289.927.70東南轉(zhuǎn)債127103.SZ東南網(wǎng)架102.8834.2820.00建龍轉(zhuǎn)債118032.SH建龍微納102.47155.837.00龍星轉(zhuǎn)債127105.SZ龍星化工102.3836.437.55天業(yè)轉(zhuǎn)債110087.SH新疆天業(yè)102.2965.6130.00天奈轉(zhuǎn)債118005.SH天奈科技102.07304.518.30恒逸轉(zhuǎn)2127067.SZ恒逸石化101.9655.6130.00恒逸轉(zhuǎn)債127022.SZ恒逸石化101.9462.9920.00再22轉(zhuǎn)債113657.SH再升科技101.4097.545.10蒙泰轉(zhuǎn)債123166.SZ蒙泰高新101.1855.643.00裕興轉(zhuǎn)債123144.SZ裕興股份100.7095.166.00博匯轉(zhuǎn)債123156.SZ博匯股份100.3035.893.97鹿山轉(zhuǎn)債113668.SH鹿山新材97.66146.165.24富淼轉(zhuǎn)債118029.SH富淼科技97.5162.464.50潔特轉(zhuǎn)債118010.SH潔特生物94.04345.144.40瑞科轉(zhuǎn)債118018.SH瑞華泰93.72139.604.30三房轉(zhuǎn)債110092.SH三房巷90.2048.0525.00百川轉(zhuǎn)2127075.SZ百川股份87.3135.369.78資料來(lái)源：，HTI，截至4月15日?qǐng)D14機(jī)械設(shè)備產(chǎn)業(yè)鏈資料來(lái)源：，HTI，截至4月15日表14.機(jī)械設(shè)備相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率（）轉(zhuǎn)債余額（億元）合力轉(zhuǎn)債110091.SH安徽合力164.98-0.8314.87耐普轉(zhuǎn)債123127.SZ耐普礦機(jī)163.54-0.422.92泰坦轉(zhuǎn)債127096.SZ泰坦股份156.80141.142.96鋒工轉(zhuǎn)債123239.SZ恒鋒工具147.2068.866.20柳工轉(zhuǎn)2127084.SZ柳工139.61-1.2029.23運(yùn)機(jī)轉(zhuǎn)債127092.SZ運(yùn)機(jī)集團(tuán)137.2510.547.30杭氧轉(zhuǎn)債127064.SZ杭氧股份136.7022.0311.37鋒龍轉(zhuǎn)債128143.SZ鋒龍股份132.9929.201.73法蘭轉(zhuǎn)債113598.SH法蘭泰克127.2323.212.75泰林轉(zhuǎn)債123135.SZ泰林生物126.0031.582.08博實(shí)轉(zhuǎn)債127072.SZ博實(shí)股份125.5331.274.50智能轉(zhuǎn)債128070.SZ智能自控123.7644.852.29大葉轉(zhuǎn)債123205.SZ大葉股份123.5013.184.76迪貝轉(zhuǎn)債113546.SH迪貝電氣122.3019.712.30萬(wàn)訊轉(zhuǎn)債123112.SZ萬(wàn)訊自控121.1038.072.26金輪轉(zhuǎn)債128076.SZ物產(chǎn)金輪120.0038.522.13大元轉(zhuǎn)債113664.SH大元泵業(yè)119.4121.094.50佳力轉(zhuǎn)債113597.SH佳力圖118.8082.862.98華翔轉(zhuǎn)債113637.SH華翔股份118.1326.058.00弘亞轉(zhuǎn)債127041.SZ弘亞數(shù)控117.2541.916.00宏豐轉(zhuǎn)債123141.SZ溫州宏豐117.1526.583.21章鼓轉(zhuǎn)債127093.SZ山東章鼓116.9249.392.43大豐轉(zhuǎn)債113530.SH大豐實(shí)業(yè)115.5854.596.30斯萊轉(zhuǎn)債123067.SZ斯萊克114.0558.072.39光力轉(zhuǎn)債123197.SZ光力科技114.0155.424.00星球轉(zhuǎn)債118041.SH星球石墨112.9160.936.20華銳轉(zhuǎn)債118009.SH華銳精密112.8074.984.00麥米轉(zhuǎn)2127074.SZ麥格米特111.6460.9612.20隆華轉(zhuǎn)債123120.SZ隆華科技111.5547.207.98滬工轉(zhuǎn)債113593.SH上海滬工110.7683.294.00華亞轉(zhuǎn)債127079.SZ華亞智能109.1173.963.40銘利轉(zhuǎn)債123215.SZ銘利達(dá)109.0693.7910.00昌紅轉(zhuǎn)債123109.SZ昌紅科技109.06106.444.60拓斯轉(zhuǎn)債123101.SZ拓斯達(dá)108.72134.286.70泰福轉(zhuǎn)債123160.SZ泰福泵業(yè)108.4131.583.35華宏轉(zhuǎn)債127077.SZ華宏科技108.2448.005.15艾迪轉(zhuǎn)債113644.SH艾迪精密108.0859.7710.00博杰轉(zhuǎn)債127051.SZ博杰股份106.81122.645.26威派轉(zhuǎn)債113608.SH威派格106.00176.704.20永02轉(zhuǎn)債113654.SH永創(chuàng)智能105.5087.106.10金沃轉(zhuǎn)債123163.SZ金沃股份105.3041.513.10浙礦轉(zhuǎn)債123180.SZ浙礦股份104.10112.553.20利元轉(zhuǎn)債118026.SH利元亨98.3248.829.50東杰轉(zhuǎn)債123162.SZ東杰智能96.4067.245.62資料來(lái)源：，HTI，截至4月15日?qǐng)D15環(huán)保&公用事業(yè)產(chǎn)業(yè)鏈資料來(lái)源：，HTI，截至4月15日表15.環(huán)保&公用事業(yè)相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率（）轉(zhuǎn)債余額（億元）惠城轉(zhuǎn)債123118.SZ惠城環(huán)保300.930.971.25洪城轉(zhuǎn)債110077.SH洪城環(huán)境180.01-0.159.72龍凈轉(zhuǎn)債110068.SH龍凈環(huán)保146.069.9018.76藍(lán)天轉(zhuǎn)債111017.SH藍(lán)天燃?xì)?41.582.748.70天壕轉(zhuǎn)債123092.SZ天壕能源133.108.553.99皖天轉(zhuǎn)債113631.SH皖天然氣126.627.929.30燃23轉(zhuǎn)債113067.SH深圳燃?xì)?24.8623.4230.00G三峽EB2132026.SH長(zhǎng)江電力123.1713.99100.00僑銀轉(zhuǎn)債128138.SZ僑銀股份117.83200.924.20貴燃轉(zhuǎn)債110084.SH貴州燃?xì)?16.6816.039.15大禹轉(zhuǎn)債123063.SZ大禹節(jié)水114.8840.716.35新港轉(zhuǎn)債111013.SH新中港114.4243.503.69旺能轉(zhuǎn)債128141.SZ旺能環(huán)境114.3924.2712.70海環(huán)轉(zhuǎn)債113532.SH海峽環(huán)保111.9216.694.58天源轉(zhuǎn)債123213.SZ天源環(huán)保110.1030.2010.00博世轉(zhuǎn)債123010.SZ博世科107.5955.444.30盈峰轉(zhuǎn)債127024.SZ盈峰環(huán)境107.2364.5514.76聯(lián)泰轉(zhuǎn)債113526.SH聯(lián)泰環(huán)保105.7539.701.93偉22轉(zhuǎn)債113652.SH偉明環(huán)保105.5676.6214.77綠動(dòng)轉(zhuǎn)債113054.SH綠色動(dòng)力105.3148.4623.60西子轉(zhuǎn)債127052.SZ西子潔能105.0098.3311.10長(zhǎng)集轉(zhuǎn)債128105.SZ長(zhǎng)青集團(tuán)103.9857.187.99中環(huán)轉(zhuǎn)2123146.SZ中環(huán)環(huán)保101.3051.248.64偉24轉(zhuǎn)債113683.SH偉明環(huán)保100.00-6.062.85維爾轉(zhuǎn)債123049.SZ維爾利99.0299.009.17富淼轉(zhuǎn)債118029.SH富淼科技97.5162.464.50嶺南轉(zhuǎn)債128044.SZ嶺南股份94.0144.056.56百暢轉(zhuǎn)債123175.SZ百川暢銀91.2076.684.20京源轉(zhuǎn)債118016.SH京源環(huán)保90.8168.053.32首華轉(zhuǎn)債123128.SZ首華燃?xì)?8.3988.4013.79資料來(lái)源：，HTI，截至4月15日?qǐng)D16軍工產(chǎn)業(yè)鏈資料來(lái)源：，HTI，截至4月15日表16.軍工相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率(%)轉(zhuǎn)債余額（億元）廣泰轉(zhuǎn)債127095.SZ威海廣泰125.5519.077.00火炬轉(zhuǎn)債113582.SH火炬電子119.6240.724.17盟升轉(zhuǎn)債118045.SH盟升電子119.60115.583.00紅相轉(zhuǎn)債123044.SZ*ST紅相119.003.364.62楚江轉(zhuǎn)債128109.SZ楚江新材116.7119.3218.23航新轉(zhuǎn)債123061.SZ航新科技114.9971.562.50廣聯(lián)轉(zhuǎn)債123182.SZ廣聯(lián)航空114.7151.657.00三角轉(zhuǎn)債123114.SZ三角防務(wù)114.6054.759.00天箭轉(zhuǎn)債127071.SZ中天火箭113.2142.274.95國(guó)微轉(zhuǎn)債127038.SZ紫光國(guó)微112.5782.5914.92睿創(chuàng)轉(zhuǎn)債118030.SH睿創(chuàng)微納111.5247.4615.65應(yīng)急轉(zhuǎn)債123048.SZ中船應(yīng)急110.5049.243.79宏圖轉(zhuǎn)債118027.SH航天宏圖92.76169.2210.09資料來(lái)源：，HTI，截至4月15日?qǐng)D17交通運(yùn)輸產(chǎn)業(yè)鏈資料來(lái)源：，HTI，截至4月15日表17.交通運(yùn)輸相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率（）轉(zhuǎn)債余額（億元）三羊轉(zhuǎn)債127097.SZ三羊馬175.38139.252.10北港轉(zhuǎn)債127039.SZ北部灣港123.5019.1817.63大秦轉(zhuǎn)債113044.SH大秦鐵路121.72-0.25148.52南航轉(zhuǎn)債110075.SH南方航空120.3634.0458.96盛航轉(zhuǎn)債127099.SZ盛航股份116.5630.697.40長(zhǎng)久轉(zhuǎn)債113519.SH長(zhǎng)久物流115.7442.602.20密衛(wèi)轉(zhuǎn)債113658.SH密爾克衛(wèi)113.11185.938.72宏川轉(zhuǎn)債128121.SZ宏川智慧110.6441.706.70嘉誠(chéng)轉(zhuǎn)債113656.SH嘉誠(chéng)國(guó)際108.0066.218.00韻達(dá)轉(zhuǎn)債127085.SZ韻達(dá)股份105.9683.1624.50資料來(lái)源：，HTI，截至4月15日?qǐng)D18農(nóng)林牧漁產(chǎn)業(yè)鏈資料來(lái)源：，HTI，截至4月15日表18.農(nóng)林牧漁相關(guān)轉(zhuǎn)債基本情況資料來(lái)源：，HTI，截至4月15日?qǐng)D19消費(fèi)產(chǎn)業(yè)鏈資料來(lái)源：，HTI，截至4月15日表19.消費(fèi)相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率（）轉(zhuǎn)債余額（億元）華統(tǒng)轉(zhuǎn)債128106.SZ華統(tǒng)股份243.01-0.032.44科思轉(zhuǎn)債123192.SZ科思股份170.853.977.24水羊轉(zhuǎn)債123188.SZ水羊股份141.504.426.95伊力轉(zhuǎn)債110055.SH伊力特140.7810.022.43巨星轉(zhuǎn)債113648.SH巨星農(nóng)牧139.264.059.01珀萊轉(zhuǎn)債113634.SH珀萊雅128.0122.857.51家聯(lián)轉(zhuǎn)債123236.SZ家聯(lián)科技126.0627.287.50松霖轉(zhuǎn)債113651.SH松霖科技125.9216.806.10小熊轉(zhuǎn)債127069.SZ小熊電器125.3021.425.04維格轉(zhuǎn)債113527.SH錦泓集團(tuán)122.7016.312.86樂(lè)歌轉(zhuǎn)債123072.SZ樂(lè)歌股份122.50127.371.42力諾轉(zhuǎn)債123221.SZ力諾特玻121.3016.684.99孚日轉(zhuǎn)債128087.SZ孚日股份120.794.906.44開(kāi)能轉(zhuǎn)債123206.SZ開(kāi)能健康117.9236.922.50未來(lái)轉(zhuǎn)債128063.SZ德?tīng)栁磥?lái)116.5333.666.29金陵轉(zhuǎn)債123093.SZ金陵體育115.46331.292.50潤(rùn)禾轉(zhuǎn)債123152.SZ潤(rùn)禾材料113.8049.042.92愛(ài)瑪轉(zhuǎn)債113666.SH愛(ài)瑪科技113.7835.0720.00洽洽轉(zhuǎn)債128135.SZ洽洽食品113.6894.7013.40宏昌轉(zhuǎn)債123218.SZ宏昌科技113.5020.023.80奇精轉(zhuǎn)債113524.SH奇精機(jī)械113.3924.933.30開(kāi)潤(rùn)轉(zhuǎn)債123039.SZ開(kāi)潤(rùn)股份113.0096.582.22孩王轉(zhuǎn)債123208.SZ孩子王112.3033.2810.39太平轉(zhuǎn)債113627.SH太平鳥(niǎo)112.0046.628.00億田轉(zhuǎn)債123235.SZ億田智能112.0055.715.20萊克轉(zhuǎn)債113659.SH萊克電氣111.6049.8712.00臺(tái)21轉(zhuǎn)債113638.SH臺(tái)華新材110.7280.016.00榮泰轉(zhuǎn)債113606.SH榮泰健康110.4075.816.00魯泰轉(zhuǎn)債127016.SZ魯泰A109.7552.5814.00江山轉(zhuǎn)債113625.SH江山歐派109.53133.665.83富春轉(zhuǎn)債111005.SH富春染織108.2843.255.70仙樂(lè)轉(zhuǎn)債123113.SZ仙樂(lè)健康108.2768.1110.25李子轉(zhuǎn)債111014.SH李子園108.1968.656.00好客轉(zhuǎn)債113542.SH好萊客108.0496.086.03奧佳轉(zhuǎn)債128097.SZ奧佳華107.8049.724.58百潤(rùn)轉(zhuǎn)債127046.SZ百潤(rùn)股份107.72139.8011.28新乳轉(zhuǎn)債128142.SZ新乳業(yè)107.2094.937.18利群轉(zhuǎn)債113033.SH利群股份106.7048.3818.00星帥轉(zhuǎn)2127087.SZ星帥爾106.7053.284.63家悅轉(zhuǎn)債113584.SH家家悅106.45258.386.45金23轉(zhuǎn)債113670.SH金牌廚柜105.90101.197.70歐22轉(zhuǎn)債113655.SH歐派家居105.77128.8720.00龍大轉(zhuǎn)債128119.SZ龍大美食105.4037.099.46智尚轉(zhuǎn)債123191.SZ南山智尚105.2244.207.00科沃轉(zhuǎn)債113633.SH科沃斯103.98445.1910.40火星轉(zhuǎn)債123154.SZ火星人102.22145.615.29盛泰轉(zhuǎn)債111009.SH盛泰集團(tuán)102.0056.807.01立高轉(zhuǎn)債123179.SZ立高食品100.30223.569.50天創(chuàng)轉(zhuǎn)債113589.SH天創(chuàng)時(shí)尚99.47143.045.99起步轉(zhuǎn)債113576.SHST起步99.2974.421.50資料來(lái)源：，HTI，截至4月15日?qǐng)D20輕工制造產(chǎn)業(yè)鏈資料來(lái)源：，HTI，截至4月15日表20.輕工制造相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率（）轉(zhuǎn)債余額（億元）永吉轉(zhuǎn)債113646.SH永吉股份145.9327.961.38萬(wàn)順轉(zhuǎn)債123012.SZ萬(wàn)順新材131.8965.771.22特紙轉(zhuǎn)債111002.SH五洲特紙124.0722.146.62東風(fēng)轉(zhuǎn)債113030.SH東峰集團(tuán)120.8523.292.95榮23轉(zhuǎn)債113676.SH榮晟環(huán)保116.7929.455.76華源轉(zhuǎn)債128049.SZ華源控股116.7520.682.01鶴21轉(zhuǎn)債113632.SH仙鶴股份116.6634.6420.50艾錄轉(zhuǎn)債123229.SZ上海艾錄116.3017.695.00海順轉(zhuǎn)債123183.SZ海順新材113.0074.106.33嘉美轉(zhuǎn)債127042.SZ嘉美包裝109.4036.977.50萬(wàn)順轉(zhuǎn)2123085.SZ萬(wàn)順新材108.8043.225.70山鷹轉(zhuǎn)債110047.SH山鷹國(guó)際108.8042.4622.46景興轉(zhuǎn)債128130.SZ景興紙業(yè)108.6033.789.99合興轉(zhuǎn)債128071.SZ合興包裝107.8061.293.00鷹19轉(zhuǎn)債110063.SH山鷹國(guó)際101.1332.4218.44資料來(lái)源：，HTI，截至4月15日?qǐng)D21金融產(chǎn)業(yè)鏈資料來(lái)源：，HTI，截至4月15日表21.金融相關(guān)轉(zhuǎn)債基本情況轉(zhuǎn)債簡(jiǎn)稱(chēng)轉(zhuǎn)債代碼正股名稱(chēng)價(jià)格（元）轉(zhuǎn)股溢價(jià)率（）轉(zhuǎn)債余額（億元）蘇租轉(zhuǎn)債110083.SH江蘇金租157.921.1743.87浙22轉(zhuǎn)債113060.SH浙商證券122.5823.1970.00蘇行轉(zhuǎn)債127032.SZ蘇州銀行122.2915.8049.99成銀轉(zhuǎn)債113055.SH成都銀行120.5613.8051.97常銀轉(zhuǎn)債113062.SH常熟銀行116.6221.7560.00中信轉(zhuǎn)債113021.SH中信銀行116.335.76134.06南銀轉(zhuǎn)債113050.SH南京銀行115.4913.99166.17杭銀轉(zhuǎn)債110079.SH杭州銀行113.9021.23149.99上銀轉(zhuǎn)債113042.SH上海銀行111.6559.75199.98華安轉(zhuǎn)債110067.SH華安證券111.0145.2827.99財(cái)通轉(zhuǎn)債113043.SH財(cái)通證券110.2871.7838.00蘇農(nóng)轉(zhuǎn)債113516.SH蘇農(nóng)銀行109.5916.2812.89浦發(fā)轉(zhuǎn)債110059.SH浦發(fā)銀行109.4598.50499.99張行轉(zhuǎn)債128048.SZ張家港行108.7716.2924.97齊魯轉(zhuǎn)債113065.SH齊魯銀行108.4930.9066.05紫銀轉(zhuǎn)債113037.SH紫金銀行108.3360.4045.00國(guó)投轉(zhuǎn)債110073.SH國(guó)投資本108.1667.7179.99瑞達(dá)轉(zhuǎn)債128116.SZ瑞達(dá)期貨106.50166.476.49重銀轉(zhuǎn)債113056.SH重慶銀行105.6950.37129.99興業(yè)轉(zhuǎn)債113052.SH興業(yè)銀行105.0855.19499.97青農(nóng)轉(zhuǎn)債128129.SZ青農(nóng)商行105.0863.6350.00資料來(lái)源：，HTI，截至4月15日風(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)。附錄APPENDIX重要信息披露本研究報(bào)告由海通國(guó)際分銷(xiāo)，海通國(guó)際是由海通國(guó)際研究有限公司(HTIRL)，HaitongSecuritiesIndiaPrivateLimited(HSIPL)，HaitongInternationalJapanK.K.(HTIJKK)和海通國(guó)際證券有限公司(HTISCL)的證券研究團(tuán)隊(duì)所組成的全球品牌，海通國(guó)際證券集團(tuán)(HTISG)各成員分別在其許可的司法管轄區(qū)內(nèi)從事證券活動(dòng)。IMPORTANTDISCLOSURESThisresearchreportisdistributedbyHaitongInternational,aglobalbrandnamefortheequityresearchteamsofHaitongInternationalResearchLimited(“HTIRL”),HaitongSecuritiesIndiaPrivateLimited(“HSIPL”),HaitongInternationalJapanK.K.(“HTIJKK”),HaitongInternationalSecuritiesCompanyLimited(“HTISCL”),andanyothermemberswithintheHaitongInternationalSecuritiesGroupofCompanies(“HTISG”),eachauthorizedtoengageinsecuritiesactivitiesinitsrespectivejurisdiction.HTIRL分析師認(rèn)證AnalystCertification:我，鄭子勛，在此保證（i）（ii）（包括我們的家屬）（我已經(jīng)告知他們）3I,ZixunZheng,certifythat(i)theviewsexpressedinthisresearchreportaccuratelyreflectmypersonalviewsaboutanyorallofthesubjectcompaniesorissuersreferredtointhisresearchand(ii)nopartofmycompensationwas,isorwillbedirectlyorindirectlyrelatedtothespecificrecommendationsorviewsexpressedinthisresearchreport;andthatI(includingmembersofmyhousehold)havenofinancialinterestinthesecurityorsecuritiesofthesubjectcompaniesdiscussed.Iandmyhousehold,whomIhavealreadynotifiedofthis,willnotdealinortradeanysecuritiesinrespectoftheissuerthatIreviewwithin3businessdaysaftertheresearchreportispublished.利益沖突披露ConflictofInterestDisclosures/（ERDDisclosure@htiseccom）HTIandsomeofitsaffiliatesmayengageininvestmentbankingand/orserveasamarketmakerorholdproprietarytradingpositionsofcertainstocksorcompaniesinthisresearchreport.Asfarasthisresearchreportisconcerned,thefollowingarethedisclosuremattersrelatedtosuchrelationship(Asthefollowingdisclosuredoesnotensuretimelinessandcompleteness,pleasesendanemailtoERD-Disclosure@htisec.comiftimelyandcomprehensiveinformationisneeded).評(píng)級(jí)定義（從2020年7月1日開(kāi)始執(zhí)行）：（“HTI）HTI的評(píng)級(jí)定義。并且HTI基于各自情況（）分析師股票評(píng)級(jí)優(yōu)于大市12-1810%下中性，未來(lái)12-18FINRA/NYSE的評(píng)級(jí)分布規(guī)則，我們會(huì)將中性評(píng)級(jí)劃入持有這一類(lèi)別。弱于大市12-1810%TOPIX,KOSPI,TAIEX,Nifty100,美–SP500;其他所有中國(guó)概念股MSCIChina.RatingsDefinitions(from1Jul2020):HaitongInternationalusesarelativeratingsystemusingOutperform,Neutral,orUnderperformforrecommendingthestockswecovertoinvestors.InvestorsshouldcarefullyreadthedefinitionsofallratingsusedinHaitongInternationalResearch.Inaddition,sinceHaitongInternationalResearchcontainsmorecompleteinformationconcerningtheanalyst'sviews,investorsshouldcarefullyreadHaitongInternationalResearch,initsentirety,andnotinferthecontentsfromtheratingalone.Inanycase,ratings(orresearch)shouldnotbeusedorrelieduponasinvestmentadvice.Aninvestor'sdecisiontobuyorsellastockshoulddependonindividualcircumstances(suchastheinvestor'sexistingholdings)andotherconsiderations.AnalystStockRatingsOutperform:Thestock’stotalreturnoverthenext12-18monthsisexpectedtoexceedthereturnofitsrelevantbroadmarketbenchmark,asindicatedbelow.

評(píng)級(jí)分布RatingDistributionNeutral:Thestock’stotalreturnoverthenext12-18monthsisexpectedtobeinlinewiththereturnofitsrelevantbroadmarketbenchmark,asindicatedbelow.ForpurposesonlyofFINRA/NYSEratingsdistributionrules,ourNeutralratingfallsintoaholdratingcategory.Underperform:Thestock’stotalreturnoverthenext12-18monthsisexpectedtobebelowthereturnofitsrelevantbroadmarketbenchmark,asindicatedbelow.Benchmarksforeachstock’slistedareasfollows:Japan–TOPIX,Korea–Taiwan–TAIEX,–Nifty100,US–SP500;forallotherChina-conceptstocks–MSCIChina.截至2024年3月31日海通國(guó)際股票研究評(píng)級(jí)分布優(yōu)于大市 中性 弱于大市(持有)海通國(guó)際股票研究覆蓋率 90.4% 8.8% 0.8%投資銀行客戶* 3.3% 4.9% 0.0%*在每個(gè)評(píng)級(jí)類(lèi)別里投資銀行客戶所占的百分比。上述分布中的買(mǎi)入，中性和賣(mài)出分別對(duì)應(yīng)我們當(dāng)前優(yōu)于大市，中性和落后大市評(píng)級(jí)。只有根據(jù)FINRA/NYSE此前的評(píng)級(jí)系統(tǒng)定義（直至2020年6月30日）：買(mǎi)入，未來(lái)1218個(gè)月內(nèi)預(yù)期相對(duì)基準(zhǔn)指數(shù)漲幅在10%中性，未來(lái)1