DZ20220104

*Key points

Financials

*PBoC issued notice to carry out preferential loan extension supporting tool and credit loan supporting plan on small-micro enterprises from Jan 1st 2022.

*The regular adjustment of composites under SH-HK-Connect to take effect on Jan 17th 2022, according to Shanghai Stock Exchange.

 

Industrial Economy

*NDRC said the first batch of 75mio kWh wind power PV base station projects has been launched into production and the rest to operate in Q12022.

*MoF and 3 other departments issued notice on fiscal subsidy in promoting NEV in 2022 which to cut the standard by 30% in general on 2021 basis and 20% on public transportation, logistics, taxis and other qualified vehicles.

 

Co Focus

*Moutai to adjust up retail guidance price on new treasury Moutai liquor and old-aged Moutai liquor by 100yuan/1000yuan per bottle respectively, according to someone familiar with this matter.

*Guo Ping, president on duty of Huawei said when making new year speech that estimated sales income of Huawei in 2021 around cny 634bn, down 28.9% y/y. Huawei to maintain long-term competitiveness by increasing investment in Harmony and Euler as well as root technology of digital energy.

 

*Block Trade Info

*Discount

- Cnano Tech (688116 CH) saw 2 block trade worth 41mn at 140yuan per share, 6.22pct premium from last closing.

- Touchstone Medical (688013 CH) saw 1 block trade worth 36mn at 22.38yuan per share, 12.03pct discount from last closing.

- Simei Media (002712 CH) saw 2 block trade worth 9.8mn at 4.67yuan per share, 7.34pct discount from last closing.

- S.F. Holding (002352 CH) saw 3 block trade worth 111mn at 68.92yuan per share, 0.00pct discount from last closing.

- 360 Security (601360 CH) saw 2 block trade worth 20mn at 11.25yuan per share, 11.56 pct discount from last closing.

- Crown Advanced Material (688560 CH) saw 3 block trade worth 25mn at 26.11-34yuan per share, 24.52-1.71 pct discount from last closing.

- Jiuzhitang (000989 CH) saw 2 block trade worth 19mn at 9.58yuan per share, 11.79 pct discount from last closing.

- Konfoong Materials (600745 CH) saw 3 block trade worth 71mn at 49.96yuan per share, 4.98pct discount from last closing.

 

*Margin Trade

*Connection Trade

Southbound trading was suspended on Dec 31^th

 

*Index Futures

 

*Index Options

 

*Treasury Futures

 

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

 

Commodities (night session):

* Global crude oil price rose collectively. February NYMEX crude oil contract up 1.04% to closed at $75.99/b, March Brent contract up 1.49% to closed at $78.94/b. OPEC+ meeting will be held on Tuesday, market forecasts that OPEC+ will maintain its monthly oil production increment of 400 thousand b/d. OPEC+ has increased its production by 1 million b/d since July, lower than the expectation of 1.6 million b/d.

* COMEX gold active contract closed at $1801.3/oz (down 1.49%).

* Metals performed mixed. LME aluminum declined 0.18%, copper rose 0.66%.

* Indonesia pauses coal export from 2022.1.1 to 2022.1.31. Tangshan initiated heavy pollution orange alarm.

* There was no night trading session carried out for China’s futures market on the night of December 31, 2021.

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