DZ20240105

 

Industrial Economy

*The National Data Administration and other 17 departments jointly issued the “Three-Year Action Plan for Data Elements X (2024-2026)”, which focuses on promoting high-level application of data elements, promoting the coordinated optimization, reuse and efficiency improvement of data elements, and playing a role in integrated innovation.

*Shanghai Municipal People’s Government issued “Several Policy Measures for Promoting the Healthy Development of Online New Economy in Shanghai”, which pointed out to increase support for headquarters-based enterprises, encourage seed enterprises to go public for financing, and support online new economy enterprises that meet national strategies, break through key core technologies, and have high market recognition to be included in the reformed and listed cultivation enterprise library according to regulations.

*Ministry of Emergency Management and MIIT jointly issued the “Guiding Opinions on Accelerating the Development of Emergency Robots”, which proposed that by 2025, a batch of advanced emergency robots will be developed to significantly improve the level of scientificization, specialization, refinement and intelligence.

*NDRC and other 18 ministries and commissions jointly issued the “Work Plan for the Construction of Basic Public Service Standard System Project”, which proposed to further comprehensively deploy standardization work in nine major areas, including preschool education, labor income, medical treatment for diseases, old-fashioned care, living with a certain background, being weak and supported, providing support for military service and cultural and sports service guarantees.

 

Data

*CPCAAUTO: It is preliminarily estimated that the retail sales of passenger cars in December will reach 2.361mio units, up 9% y/y and up 14% m/m respectively.

 

Jan 4 Block Trade Info

*Discount

- HitGen (688222 CH) saw 20 block trades worth 65.76mn at 15.00yuan per share, 12.08pct discount from last closing.

 

*Flat

- Moutai (600519 CH) saw 2 block trades worth 1.5bn at 1669.00yuan per share, flat from last closing.

- Zhongman Petroleum and Natural Gas (603619 CH) saw 1 block trades worth 95.65mn at 19.13yuan per share, flat from last closing.

- Offcn Education (002607 CH) saw 1 block trades worth 82.41mn at 4.02yuan per share, flat from last closing.

- International Medical Investment (000516 CH) saw 1 block trades worth 108.78mn at 7.88yuan per share, flat from last closing.

 

*Margin Trade （SZ Margin Trade 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. February NYMEX crude oil contract down 0.41% to closed at $72.40/b, March Brent contract down 0.74% to closed at $77.67/b. INE crude oil active contract down 0.14% to 551.5 yuan/b.

* Precious metals closed up collectively, COMEX gold active contract up 0.4% and closed at $2051/oz. SHFE gold active contract up 0.33% and closed at 481.94 yuan/gram.

* Metals closed down mostly, LME nickel down 1.94%, LME tin down 1.83%, LME zinc down 1.8%. SHFE nickel down 1.81%, SHFE tin down 1.42%, SHFE zinc down 1.38%.

* Commodity futures closed down collectively, chemistry and energy products performed weak, LPG down 3.87%, soda ash down 3.83%, glass down 2.37%. Black series closed down collectively, coking coal down 1.64%, coke down 1.54%. Agricultural products closed down mostly, corn down 1.07%, corn starch down nearly 1%.

 

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