DZ20230816

 

Xi’s emphasis

*Qiushi magazine published an important article by General Secretary Xi Jinping titled "China-style modernization is the avenue of building a strong country and national rejuvenation".

 

Industrial Economy

*Shanghai issued the "Action Plan for Promoting the Innovation and Development of Data Elements Industry Based on the New Track of Digital Economy 2023-2025", proposing that by 2025, the data element market system will be basically established, and the status of national-level data exchanges will be basically established. The scale of the data industry has reached 500 billion yuan, with an average annual compound growth rate of 15%, and has nurtured 1000 digital business enterprises.

*MIIT: The 2023 National Consumer Goods Industry Symposium was held in Quanzhou, Fujian, which pointed out to accelerate the green and low-carbon transformation and promote the high-quality development of the consumer goods industry.

*Administration for Market Regulation issued the "Opinions on Strengthening the Law Enforcement of Intellectual Property Rights in the New Era", which pointed out to strengthen the legal protection of intellectual property law enforcement, establish a sound law enforcement mechanism, and protect the intellectual property rights of various business entities equally according to law.

*Shandong Province issued several policy measures to further boost and expand consumption, which proposed to utilize special bond funds supporting the construction of supporting infrastructure for shantytown renovation and old residential area renovation.

 

Data

*CPCAAUTO: The sales of pickup trucks in July were 39k units, down 10% y/y and down 15% m/m, which is at a relatively high level in the past five years.

*Civil Aviation Administration: In July, the completed passenger transportation volume was 62.428 million person-times, an increase of 83.7% y/y, an increase of 5.3% compared to the same period in 2019, setting a new monthly record high for civil aviation.

Aug 15 Block Trade Info

*Discount

- Amoytop Biotech (688278 CH) saw 3 block trades worth 549.59mn at 27.14yuan per share, 18.69pct discount from last closing.

- China Merchants Expressway Network (001965 CH) saw 19 block trades worth 131.99mn at 8.92yuan per share, 6.30pct discount from last closing.

- Yunnan Baiyao (000538 CH) saw 9 block trades worth 80.57mn at 51.98yuan per share, 3.58pct discount from last closing.

 

*Flat

- Moutai (600519 CH) saw 1 block trades worth 109.69mn at 1812.98yuan per share, flat from last closing.

- CATL (300750 CH) saw 2 block trades worth 147.22mn at 231.30yuan per share, flat from last closing.

 

*Margin Trade (SZ Margin Trade balance not released)

 

*Connection Trade

 

*Index Futures

 

*Index Options

 

*Treasury Futures

 

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

 

* Commodities (night session):

* Global crude oil price closed down collectively. September NYMEX crude oil contract down 1.73% to closed at $81.08/b, October Brent contract down 1.36% to closed at $85.04/b. INE crude oil active contract down 0.09% to 657.9 yuan/b.

* Precious metals closed mixed. COMEX gold contract down 0.55% to closed at $1933.3/oz. SHFE gold active contract up 0.20% and closed at 456.38 yuan/gram.

* Metals closed down mostly, LME zinc down 1.77%, LME nickel down 1.61%, LME copper down 1.36%, LME lead up 1.1%. SHFE zinc down 1.18%, bonded copper down 0.68%, SHFE copper down 0.66%. SHFE lead up 0.82%, SHFE aluminum up 0.54%.

* Commodity futures closed mixed. Chemistry and energy products performed mixed, soda ash up 1.47%, fuel oil down 1.21%, low sulfur fuel oil down 1.06%. Black series closed up mostly. Agricultural products closed mixed, RBD palm olein up 1.92%, corn starch down 1.26%, corn down 1.19%.

 

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