DZ20230530

Xi’s emphasis

*Chairman Xi Jinping emphasized accelerating the construction of an educational power and providing strong support for the great rejuvenation of the Chinese nation in the fifth collective learning of Political Bureau of the CPC Central Committee.

 

Industrial Economy

*MIIT: China has formed a full range of brain-computer interfaces covering basic layers, technical layers and application layers industrial Chain and apply it in medical, education, industry, entertainment and other fields. MIIT will take the brain-computer interface as an important direction for cultivating future industrial development, strengthen the exploration of brain-computer interface application scenarios and accelerate the vigorous development of the brain-computer interface industry, said by Zhao Zhiguo, chef engineer of MIIT.

*Ministry of Ecology and Environment: Since the issuance of the "Carbon Monitoring and Assessment Pilot Work Plan", the overall progress of the pilot work has been relatively smooth. Steadily expand the carbon monitoring and evaluation of industries such as hot power and steel, gradually increase the number of participating enterprises and enhance the representativeness of pilot work.

*Beijing Z-Park will vigorously develop high-precision and cutting-edge industry clusters represented by new generation information technology, medicine and health, strengthen future industrial layouts such as 6G, brain-computer interaction, cell-and-gene therapy, said by Zhang Jihong,management committee director.

*Chongqing: Launch a batch of market-competitive intelligent agricultural machinery and equipment products in areas such as unmanned aerial vehicles and autonomous tractors.

*Huang Renxun the founder of NVIDIA today released the "giant GPU" GH200 chip at the ComPUTEX2023 site, stated the large AI computer NVIDIA Helios is under construction and is expected to be launched this year and AI will become the future of video games.

*MoF has issued over cny 700mio to support 28 provinces in carrying out timely restoration of water conservancy facilities.

 

May 29 Block Trade Info

*Discount

- Piotech (688072 CH) saw 2 block trades worth 48.18mn at 370.58yuan per share, 11.30pct discount from last closing.

- Montage Tech (688008 CH) saw 22 block trades worth 98.89mn at 59.2-60yuan per share, 4.64-5.44pct discount from last closing.

- Eastroc Beverage (605499 CH) saw 5 block trades worth 99.23mn at 157.26yuan per share, 6.0pct discount from last closing.

- Foxconn (601138 CH) saw 23 block trades worth 481.38mn at 15.62yuan per share, 12.74pct discount from last closing.

- Joy Intelligent Logistics (301198 CH) saw 7 block trades worth 74.20mn at 17.75yuan per share, 5.99pct discount from last closing.

- Offcn Education (002607 CH) saw 3 block trades worth 105.66mn at 4.60yuan per share, 8.37pct discount from last closing.

 

*Flat

- Jason Furniture (603816 CH) saw 3 block trades worth 152.34mn at 35.59yuan per share, flat from last closing.

- Chengdu Info Tech of China Academy of Sciences (300678 CH) saw 5 block trades worth 149.41mn at 45.88yuan per share, flat from last closing.

 

*Margin Trade

Total Margin Balance

1.5179 trillion

Total Short Selling Balance

93.3billion

SH Margin Balance

0.7963 trillion

SH Short Selling Balance

60.6 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

688256

185mio

601006

5.07mio

688327

175mio

601138

5.01mio

600030

149mio

688327

2.32mio

601225

122mio

601868

1.49mio

601360

121mio

601666

1.41mio

SZ Margin Balance

0.7214 trillion

SZ Short Selling Balance

32.6 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

000977

338mio

300476

3.85mio

300007

152mio

300059

2.57mio

300476

146mio

002926

1.61mio

300059

143mio

002558

1.60mio

300002

118mio

002505

1.57mio

 

*Connection Trade

SH-HK Connection (bn cny)

SZ-HK Connection (bn cny)

Northbound Net Cash Flow

+0.357

Northbound Net Cash Flow

+1.08

Southbound Net Cash Flow

-0.87

Southbound Net Cash Flow

-0.961

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

300308

509

6.82

600519

685

0.32

002236

447

6.49

000858

524

0.80

300760

327

0.86

601138

471

1.46

002271

308

4.70

002142

311

1.84

000100

262

3.99

002371

311

1.97

 

*Index Futures

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2306

81,324

-12,455

81,824

-2,974

93,501

-4,043

IF2307

9,873

-2,994

11,442

886

13,394

610

IF2309

20,226

-6,885

50,493

-85

64,039

-21

IF2312

4,019

-629

7,876

109

9,212

249

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2306

55,890

-10,426

51,437

-2,398

59,946

-3,233

IH2307

9,330

560

9,381

1,211

11,893

1,162

IH2309

13,685

-4,035

27,436

-246

40,329

-44

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2306

59,558

-7,513

107,943

-5,247

112,494

-5,004

IC2307

8,406

1,050

10,991

2,144

11,167

1,895

IC2309

14,452

-1,540

89,146

388

89,322

309

IC2312

9,001

-530

29,424

421

29,623

686

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2306

47,368

-12,189

67,593

116

69,736

995

IM2309

11,589

-5,385

46,022

105

49,231

-90

IM2312

3,976

-871

17,814

544

18,003

527

 

*Index Options

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2306

107989

-41894

71647

1203

81772

1230

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2306

75268

-43481

40755

504

48151

618

SSE50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2306

53298

-18266

32526

382

36867

642

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2306

4,571

-244

21,043

-41

21,024

-532

TS2309

50,735

9,260

34,545

1,941

39,385

2,334

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2306

7,889

196

26,366

-525

26,481

-1,564

TF2309

80,670

3,153

76,531

2,463

77,665

2,990

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2306

14,926

-8,172

38,093

-3,480

37,701

-3,185

T2309

110,481

-14,285

133,987

6,759

135,414

4,358

30-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TL2306

939

656

2,744

78

2,745

-24

TL2309

11,332

43

8,798

7

9,288

252

 

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

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Tin

SN2307

209,000.0

+2.96%

50,829

54,625

No.1 Soybeans

A2307

5,073.0

+1.68%

109,135

115,166

Crude Oil

SC2307

536.9

+1.51%

54,108

28,946

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

No.2 Soybeans

B2307

3,842.0

-2.09%

39,236

52,682

Rapeseed Meal

RM309

2,919.0

-1.42%

273,376

485,279

Soybean Oil

Y2309

7,072.0

-1.28%

205,844

620,198

 

* Commodities (night session):

* Global crude oil price saw strong performance. July NYMEX crude oil contract up 0.51% to closed at $73.04/b, August Brent contract up 0.16% to closed at $77.1/b. INE crude oil active contract up 1.51% to 536.9 yuan/b.

* Precious metals closed mixed. COMEX gold contract down 0.12% to closed at $1942/oz. SHFE gold active contract up 0.04% to closed at 445.32 yuan/gram.

* Commodity futures closed mixed. Chemistry and energy products moved up mostly, soda ash up 1.02%. Black series performed mixed, iron ore up 1.06%, coking coal down 1.16%. Agricultural products moved down mostly, No.2 soybeans down 2.09%, rapeseed meal down 1.42%, soybean oil down 1.28%, No.1 soybeans up 1.68%.

 

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