Looking ahead to the convertible bond market in 2025: valuation repair in sight, investment opportunities are promising

On December 25th, as a relatively complex financial product, convertible bonds have the dual characteristics of bonds and stocks, and have attracted the attention of many investors with their advantages of “being able to attack and defend”. Since the beginning of this year, driven by the positive trend in the stock market, the trading of convertible bonds has remained active. As of December 24th, the turnover and trading volume of the convertible bond market have both exceeded the levels of the same period last year and the whole year, demonstrating strong market vitality. Looking ahead to 2025, securities analysts generally hold an optimistic attitude. They believe that the elasticity of the stock market and the loose liquidity environment in the bond market are expected to support the valuation of convertible bonds. At the same time, under the tight supply and demand situation, the scarcity of convertible bonds may lead to an upward pricing trend in valuation. Overall, the upward trend of convertible bonds is worth looking forward to. (Securities Daily)

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