DZ20221222

Policy

* General Offices of the CPC Central Committee and the State Council issued the Opinions on Deepening the Reform of the Construction of a Modern Professional Sports Education System, supported leading enterprises, high-level schools and professional sports schools to establish a cross-regional community, and brought qualified vocational education projects into the support range of local government special bonds and budgetary investment. And financial institutions are encouraged to provide financial services to support the development of professional sports.

* Li Keqiang presided over an executive meeting of the State Council. The meeting called on relevant departments to ensure effective implementation of policies to stabilize the economy and promote economic stability, to ensure stable employment and people's wellbeing, to ensure people's needs for epidemic prevention supplies and drugs and import urgently needed products at a reasonable level, to support the sustainable development of the platform economy.

 

Financials

* Central Bank announced that it would guide financial institutions to increase credit supply to support stable growth, employment and prices, deepen financial reform and improve liberalization and facilitation of cross-border trade and investment, strengthen financial support for domestic demand and supply system, guide financial institutions to support restructuring and mergers in the real estate industry, strengthen the implementation of prudent monetary policy and keep the RMB exchange rate basically stable.

* CSRC proposed to take measures to support the steady development of the real estate market, to promote the formation of a regular cooperation mechanism between China and America on audit supervision and accelerate the overseas listing of platform enterprises, to ensure the smooth operation of the capital market and guide social security fund to enter the market more, to improve the institutional supply by focusing on key industrial chains of the manufacturing industry, technological innovation and private enterprises, to implement a new round of three-year plan to improve the quality of listed companies.

 

Co Focus

* The two projects of Sunac in Wuhan and Xianyang received capital from AMC, and the financing scale of Wuhan project reaching 3.311 bn yuan.

* Cosunter announced that the first subject is enrolled in a pivotal registration clinical trial for COVID-19 oral medicine.

* Staidson plans to file a BDB-001 registration with NMPA for COVID-19 indications.

* China Baowu Steel Group Corporation and Sinosteel Corporation restructure.

* Panlong Pharmaceutica's COVID-19 3CL protease PROTACs was granted a U.S. patent.

* Chongqing Department proposed to merge Chongqing Trade, shares resume trading.

* The homepage of HomeLink and Shell in Guangzhou replaces the guide price of second-hand house with the listing price.

 

*Dec 21st Block Trade

*Block Trade Info

*Discount

- Yusys Tech (300674 CH)saw 3 block trades worth 105mn at 13.75 yuan per share, 1.27 discount from last closing.

- Xinfengming Group Co.(603225 CH) saw 1 block trade worth 167mn at 10.55 yuan per share, 2.04 discount from last closing.

- Shunwang Tech Co. (300113 CH) saw 4 block trades worth 33mn at 8.73 yuan per share, 13.05 discount from last closing.

- Three Squirrels Inc. (300783 CH) saw 8 block trades worth 40mn at 18.97 yuan per share, 16.16 discount from last closing.

- CATL (300750 CH) saw 4 block trades worth 65mn at 406.44 yuan per share, 0.09 discount from last closing.

*Flat

- Rastar Group (300043 CH) saw 4 block trades worth 19mn at 2.9 yuan per share, 0.00 discount from last closing.

- Autek China Inc. (300595 CH) saw 7 block trades worth 285mn at 31.15 yuan per share, 0.00 discount from last closing.

*Premium

- Avic Jonhon Optronic Tech (002179 CH) saw 2 block trades worth 42mn at 56.8 yuan per share, 0.83 premium from last closing.
 

*Margin Trade

Total Margin Balance

1.4662 trillion

Total Short Selling Balance

91.6billion

SH Margin Balance

0.7721 trillion

SH Short Selling Balance

57 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

600309

121mio

601669

11.49mio

603229

110mio

600029

7mio

688498

50mio

600900

4.91mio

600050

47mio

600481

1.33mio

600196

46mio

688498

1.28mio

SZ Margin Balance

0.6941 trillion

SZ Short Selling Balance

34.6 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

002317

137mio

000301

32mio

300199

89mio

002506

7.87mio

002415

54mio

300168

7.67mio

002709

53mio

000591

1.65mio

001979

42mio

002617

1.27mio


*Connection Trade

SH-HK Connection (bn cny)

SZ-HK Connection (bn cny)

Northbound Net Cash Flow

+1.6

Northbound Net Cash Flow

+0.27

Southbound Net Cash Flow

+0.6

Southbound Net Cash Flow

-0.26

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

600519

348

0.16

300750

344

0.42

002603

337

6.2

002241

294

5.46

601888

184

0.44

601012

287

0.84

300769

161

4.27

600887

148

0.77

600779

155

4.23

002594

109

0.36

 

*Index Futures

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2301

72,010

-24,512

59,693

-3,757

69,468

-4,388

IF2303

22,174

-9,242

50,531

-941

60,401

-715

IF2306

6,462

-2,747

21,478

-455

30,357

20

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2301

52,944

-22,645

42,934

-5,846

54,109

-5,679

IH2303

14,032

-13,493

28,251

-1,919

38,272

-2,283

IH2306

4,953

-3,452

8,635

-668

12,807

-675

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2301

63,048

-8,086

81,667

-3,915

78,170

-3,148

IC2303

21,425

-2,670

96,534

-669

93,119

-323

IC2306

12,111

243

69,295

782

75,057

1,027

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2301

46,327

-2,006

33,977

-1,237

36,482

-1,130

IM2303

18,327

1,616

34,096

609

36,676

539

IM2306

9,156

-350

26,568

1,269

32,319

1,123


*Index Options

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2301

67345

-56122

58843

2085

57362

1612

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2301

67401

12695

23967

2168

25542

1698

SSE 50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2301

28449

-25874

8971

919

10233

949

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2303

83,732

1,083

33,328

-61

38,178

120

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2303

82,721

-1,380

76,950

1,301

78,958

66

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2303

96,909

18,077

130,058

1,780

128,243

1,067

T2306

7,597

-96

10,538

-83

10,811

-91

 

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

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Nickel

NI2302

220,050.0

+2.12%

78,491

70,242

Crude Oil

SC2302

547.2

+2.05%

79,652

35,540

Iron Ore

I2305

827.0

+1.85%

305,186

846,113

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Soda Ash

SA305

2,696.0

-1.32%

794,986

742,964

Glass

FG305

1,544.0

-0.58%

340,221

695,141

Stainless Steel

SS2301

16,330.0

-0.37%

32,370

36,250

 

Commodities (night session):

* Global crude oil price closed up collectively. February NYMEX contract up 2.87% to closed at $78.42/b, March Brent contract up 2.66% to closed at $82.67/b. INE crude oil active contract up 2.05% to closed at 547.2 yuan/b. EIA reported an over-expected decrease on crude oil storage.

* Precious metals closed mixed. COMEX gold contract down 0.08% to closed at $1823.9/oz. SHFE gold active contract up 0.45% to closed at 410.52 yuan/gram.

* Metals closed up mostly, LME nickel up 5%, LME lead up 1.81%, LME aluminum up 0.97%, LME zinc down 2.94%. SHFE nickel up 2.12%, SHFE lead up 1.35%, SHFE tin up 1.11%, bonded copper up 0.6%.

* Commodity futures closed up mostly. Energy & chemistry futures saw strong performance, fuel oil up 1.5%, bitumen up 1.36%, PTA up 1.31%, EB up 1.15%. Soda ash down 1.32% on the contrast. Black series closed up mostly, iron ore up 1.85%, steel rebar up 0.98%. Agricultural products closed up mostly, RBD palm olein up 1.16%, cotton up 0.68%, rapeseed meal up 0.63%.




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