国泰海通|固收:聚焦科技与涨价双主线——转债2025年中报业绩前瞻

国泰海通证券研究
17 Jul

报告导读:预计2025Q2业绩向好的转债集中在通信、电子、军工、汽零、交运设备、工控设备、能源设备、电力设备等高端制造行业,以及涨价利好的有色和基础化工行业。整体来看,预计2025Q2业绩向好的转债主要集中在受益于AI算力投资和国产替代加速的通信、电子行业,以及军工、汽车零部件、交运设备、工控设备、能源设备、电力设备等高端制造行业,以及涨价利好的有色金属和基础化工行业。我们可以结合2025年1-5...

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