DZ20221125

 

Industrial Economy

*6 state-owned banks have achieved cooperation agreements with 17 developers and to offer cny 1.275tn credit line in total as of Nov 24th.

*State Council approves 33 cities and regions including Langfang to set up cross-border e-commerce comprehensive pilot zones.

 

Co Focus

*Longi announced to adjust down price of P-type monocrystalline silicon wafer from 7.54yuan to 7.42yuan.

*Xiaomi new generation flagship mobile phone of 13 series to adjust up sales price by 15-20% at around 4500 yuan, which launched massive production and equipped with 4nm chips.

*Tencent’s largest shareholder Naspers resumes stake cut on Tencent and saw shareholding down 78.9mio shares as of Nov 23rd vs Oct 28th after temporary suspension.

 

Nov 24th Block Trade

*Block Trade Info

*Discount

- Zhuhai CosMX Battery Co. (688772 CH) saw 6 block trades worth 38mn at 22.49 yuan per share, 10.16 discount from last closing.

- Zhenhua E-Chem Inc. (688707CH)saw 5 block trades worth 30mn at 49.69 yuan per share, 5.91 discount from last closing.

- Yuean Advanced Materials Co. (688786 CH) saw 4 block trades worth 22mn at 48.6 yuan per share, 7.41 discount from last closing.

- Asia—Potash International Investment Co. (000893 CH)saw 2 block trades worth 18mn at 24.81 yuan per share, 10.9 discount from last closing.

- Lecron Industrial Co. (300343 CH)saw 9 block trades worth 44mn at 10.22 yuan per share, 9.48 discount from last closing.

- Kingfa Sci.&Tech. Co. (600143 CH)saw 2 block trades worth 156mn at 9.02 yuan per share, 12.00 discount from last closing.

- Huaertai Chemical Co. (002217 CH)saw 6 block trades worth 25mn at 10.98 yuan per share, 12.23 discount from last closing.

- Huiyu Pharmaceutical Co. (688553 CH)saw 7 block trades worth 116mn at 14.51 yuan per share, 20.69 discount from last closing.

 

*Margin Trade

Total Margin Balance

1.4716 trillion

Total Short Selling Balance

102.6 billion

SH Margin Balance

0.7762 trillion

SH Short Selling Balance

64.3 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

600519

127mio

600703

13.04mio

600418

83mio

601919

5.72mio

601788

73mio

601800

4.03mio

600872

60mio

600050

3.16mio

600196

58mio

688538

2.23mio

SZ Margin Balance

0.6955 trillion

SZ Short Selling Balance

38.4 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

002603

186mio

000961

1.52mio

002317

147mio

000893

1.45mio

002432

143mio

002202

1.05mio

300438

90mio

000630

0.92mio

002594

85mio

000100

0.85mio

 

*Connection Trade

 

SH-HK Connection (bn cny)

SZ-HK Connection (bn cny)

Northbound Net Cash Flow

+2.2

Northbound Net Cash Flow

-0.98

Southbound Net Cash Flow

-1.8

Southbound Net Cash Flow

-0.7

Top 5 Northbound Inflow

Top 5 Northbound Outflow

Name

Market Value (mio cny)

‰ out of ttl share outstanding

Name

Market Value (mio cny)

‰ out of ttl share outstanding

601669

245

2.91

002603

223

4.04

000568

229

0.88

000333

196

0.62

601668

181

0.8

300750

164

0.22

002271

173

2.87

002594

149

0.51

002812

168

1.73

002371

148

1.33

 

*Index Futures

 

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2212

93,387

-14,239

84,579

-1,857

102,881

-2,172

IF2303

17,125

-1,089

31,509

-586

37,592

-372

IF2306

5,794

130

11,710

416

15,325

443

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2212

64,590

-17,362

56,973

-2,663

75,483

-2,472

IH2303

13,723

-1,556

18,547

-61

22,435

508

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2212

82,059

-18,711

134,254

-5,591

131,174

-5,655

IC2303

20,476

1,196

80,164

360

75,841

409

IC2306

12,803

2,538

39,082

2,577

39,757

2,458

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2212

56,037

-15,018

43,818

-2,468

46,780

-2,027

IM2303

15,106

-2,883

26,585

-215

28,501

-555

IM2306

6,056

-531

13,721

809

15,968

723

 

*Index Options

 

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2212

122796

-14317

77561

2907

84385

3920

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2212

63637

-38108

30035

1344

35263

1290

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2212

4,149

-4,290

26,204

-942

26,112

-616

TS2303

105,306

-14,151

29,345

468

33,549

1,201

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2212

9,039

-4,137

37,201

-1,571

37,066

-1,648

TF2303

128,345

-1,519

71,801

2,525

79,384

1,822

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2212

23,036

-11,130

61,729

-2,329

60,902

-1,923

T2303

159,080

-20,740

111,919

-150

118,345

-42

 

*Night Session Commodities Market (As of 02:30 am)

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Soybean Oil

Y2301

9,262.0

+1.56%

175,526

381,783

EG

EG2301

3,921.0

+1.5%

152,101

370,170

Glass

FG301

1,405.0

+1.44%

343,347

669,806

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

LPG

PG2301

4,725.0

-1.25%

36,864

77,623

Nickel

NI2212

197,220.0

-1%

32,729

39,841

Steel Rebar

RB2301

3,680.0

-0.84%

510,354

1,183,907

 

Commodities (night session):

* Global crude oil price closed mixed. January NYMEX contract up 0.03% to closed at $77.96/b, February Brent contract down 0.06% to closed at $85.09/b. INE crude oil active contract down 0.26% to closed at 574.1 yuan/b.

* Precious metals closed up collectively. COMEX gold contract up 0.54% to closed at $1755.1/oz. SHFE gold active contract up 0.35% to closed at 407.10 yuan/gram.

* Metals closed mixed, LME tin up 1.33%, LME lead up 1.23%, LME aluminum down 1.21%, LME nickel down 0.73%. SHFE tin up 1.15%, SHFE nickel down 1%.

* Commodity futures closed up mostly. Energy & chemistry futures saw mixed performance, MEG up 1.5%, glass up 1.44%, methanol up 1.21%, PVC up 1.21%, LPG down 1.25%. Black series closed mixed, coking coal up 0.63%, steel rebar down 0.84%. Agricultural products closed up mostly, soybean oil up 1.56%, RBD palm olein up 1.44%, corn starch up 1.28%, corn up 1.15%.



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