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2021下半程：在新市场环境下布局双低与景气主线

　　2021年上半年中证转债指数跑赢上证指数和沪深300，最大回撤亦低于各主要股指，展现自身“进可攻、退可守”的优势，配置价值显现。转债相对权益的优势背后有估值、类别（偏股和偏债）、行业、条款等多方面原因，这种复杂性使转债更善于应对多变的市场环境。由于2021年下半程股债两市不确定性依然较大，对转债市场的配置可以保持一定积极态度，但具体策略选择上要对转债特点考虑全面，并结合市场作出谨慎判断。 　　转债市场结构发生了哪些变化？ 　　下修大年过半，是否存在较好条款博弈机会？ 　　下半年考虑哪些布局思路？ 　　投资建议 　　由于转债兼有股债两方面特性以及条款博弈空间，在择券得当的前提下能够应对多种市场行情。结合2021年上半年各类策略实际表现，我们建议对双低和高价低估值转债组合加以同等�

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亞洲石化廠歲修高峰，台塑四寶Q2旺季展望佳

亞洲石化廠歲修高峰，台塑四寶Q2旺季展望佳
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【開源化工】純鹼行業深度報告：光伏玻璃產能密集待投，純鹼需求將超預期增長

【開源化工】純鹼行業深度報告：光伏玻璃產能密集待投，純鹼需求將超預期增長
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2021年1月各行業金股推薦匯總

2021年1月各行業金股推薦匯總
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国投安信期货2021年度策略报告：繁华犹在 此消彼长 _ 东方财富网

国投安信期货2021年度策略报告：繁华犹在 此消彼长 _ 东方财富网
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