DZ20230418

 

Financials

*Vice premier Zhang Guoqing emphasized expansion of state-owned enterprises and to better play its strategic supporting role for the national economy. It is pointed out that independent high-level technology to be realized with more breakthroughs pushed forward on core techniques.

 

Industrial Economy

*Ministry of Transportation issued work plan aiming to lower commission or membership fees charged by transportation platform to ensure fair reward level.

*NDRC: China to raise diesel and gasoline price by 525yuan and 550yuan per ton respectively from April 18.

 

Co Focus

*China Eastern Airline: international flight routes have recovered to 844 per week as of mid-April, up 60% m/m.

*LG Chemical suggests future cooperation with Huayou Cobalt (603799 CH) in co-construction of battery precursor plant in South Korea for 1.2tn won.

 

*Apr 17th Block Trade

*Block Trade Info

*Discount

- SMIC (601117 CH) saw 3 block trades worth 94mn at 61.17 yuan per share, 2.9 discount from last closing.

- Hajime Advanced Material Tech (301000 CH)saw 1 block trade worth 14mn at 27.72 yuan per share, 8.91 discount from last closing.

- Wintime Energy (600157 CH) saw 1 block trade worth 23mn at 1.57 yuan per share, 0.63 discount from last closing.

- Walvax Biotechnology (300142 CH) saw 2 block trades worth 31mn at 31.54 yuan per share, 10.07 discount from last closing.

- Labway Clinical Laboratory Co. (301060 CH) saw 1 block trade worth 187mn at 23.38 yuan per share, 9.97 discount from last closing.

 

*Flat

- Yili Industrial Group Co.(600887 CH) saw 4 block trades worth 31mn at 28.18 yuan per share, 0.00 discount from last closing.

- Pientzehuang Pharmaceutical Co.(600436 CH) saw 5 block trades worth 49mn at 273.8 yuan per share, 0.00 discount from last closing.
 

*Margin Trade

Total Margin Balance

1.5420 trillion

Total Short Selling Balance

98.2billion

SH Margin Balance

0.8047 trillion

SH Short Selling Balance

62 .7 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

601390

167mio

600010

9.43mio

600918

149mio

600415

6.03mio

601360

125mio

600157

4.61mio

601555

114mio

600728

3.44mio

688082

112mio

600029

3.38mio

SZ Margin Balance

0.7372 trillion

SZ Short Selling Balance

35.5 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

300059

260mio

000983

14.52mio

002230

193mio

002672

3.86mio

000807

142mio

002493

2.97mio

000977

93mio

300251

2.47mio

300567

82mio

000937

1.35mio

 

*Connection Trade

 

SH-HK Connection (bn cny)

SZ-HK Connection (bn cny)

Northbound Net Cash Flow

+3.2

Northbound Net Cash Flow

+1.3

Southbound Net Cash Flow

+4.1

Southbound Net Cash Flow

+3.3

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

601919

483

3.42

300059

718

3.00

300750

470

0.55

688111

304

1.58

601888

441

1.29

603799

295

3.35

600519

270

0.13

300033

291

5.47

300124

263

1.66

000333

290

0.78

 

*Index Futures

 

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2304

74,499

7,572

40,578

83

43,697

-799

IF2305

16,690

8,948

11,669

4,001

12,844

4,976

IF2306

31,677

9,737

61,469

3,026

73,978

2,302

IF2309

12,707

5,071

30,166

-25

41,317

-106

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2304

52,675

8,128

31,795

837

35,146

433

IH2305

12,160

6,284

8,773

2,364

9,385

2,876

IH2306

26,441

10,193

35,054

3,079

45,581

3,098

IH2309

9,148

3,044

17,813

1,185

27,692

813

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2304

55,978

1,964

44,770

-4,955

42,922

-3,468

IC2305

13,871

3,969

17,392

3,846

15,624

3,126

IC2306

20,744

2,970

83,588

382

92,730

629

IC2309

7,325

268

75,692

245

78,746

604

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2304

42,129

-4,536

25,255

-2,604

24,981

-3,237

IM2305

9,563

1,369

10,437

1,698

10,595

1,854

IM2306

15,865

716

45,108

1,101

51,728

1,288

IM2309

5,078

-1,406

35,373

2

39,703

118

 

*Index Options

 

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2304

133952

31963

41560

-2114

47583

-861

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2304

93700

7810

28798

914

34579

682

MO2306

3914

-264

17129

202

18763

449

SSE50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2304

74849

25034

21709

-764

26188

-57

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2306

43,121

-14,646

51,709

-993

56,367

-1,317

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2306

98,518

6,572

88,261

-1,727

88,187

-2,820

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2306

128,721

6,629

158,311

179

150,185

1,422

T2309

15,441

2,812

17,743

1,698

20,154

1,878

 

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

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Tin

SN2305

222,010.0

+6.93%

105,235

48,234

No.2 Soybeans

B2305

4,289.0

+3.08%

29,053

25,177

Rapeseed Meal

RM309

2,938.0

+2.69%

288,383

348,735

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Crude Oil

SC2306

582.8

-1.62%

93,023

33,239

Silver

AG2306

5,606.0

-1.56%

624,012

606,284

Ethenylbenzene

EB2305

8,602.0

-1.45%

96,865

139,636

 

* Commodities (night session):

* Global crude oil prices closed down collectively. May NYMEX crude oil contract down 1.81% to closed at $80.94/b, June Brent contract down 1.71% to closed at $84.83/b. INE crude oil active contract down 1.62% to 582.8 yuan/b.

* Precious metals closed down collectively. COMEX gold contract down 0.41% to closed at $2007.5/oz. SHFE gold active contract down 0.48% to closed at 443.30 yuan/gram.

* Metals closed mixed, LME tin up 10.65%, LME nickel up 2.31%, LME lead down 2.58%, LME copper down 0.76%. SHFE tin up 6.93%, bonded copper down 1.04%, LME copper down 0.70%.

* Commodity futures closed up collectively, energy & chemistry futures saw strong performance, glass up 1.38%, PVC up 1.01%, EB down 1.45%. Black series closed up collectively, coking coal up 2.45%, coke up 2.14%, iron ore up 2.02%, steel rebar up 1.36%, hot-rolled coil up 1.08%. Agricultural products closed up collectively, No.2 soybeans up 3.08%, rapeseed meal up 2.69%, soybean meal up 1.47%, sugar up 1.41%.




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