DZ20220120

 

*Key points

 

Financials

*PBoC adjusted announcement time of LRP from 9:30am to 9:15am on the 20th day of each month to reinforce management on expectation.

*SASAC said to promote reorganization and integration in steel industry with new state-owned group to be formed up and asset-liability ratio to be control under 65% for state-owned firms in 2022.

*NDRC: monopoly contract of platform economy will be investigated and penalized and investment of platform companies in financial institutions will under regulation.

*STAR listed companies are required to disclose ESG related information, core technology and progress/prospect/risk of projects under research in annual reports.

*The State Council general conference decided to further extend tax preferential policies on 11 subjects in tech, employment, medical and education fields to end of 2023. Market supply of coal, power, oil and gas will be ensured esp during the spring festival.

*Vice premier Han Zheng chaired the 4th leader group meeting in promoting integrated development of Yangtze River Delta areas which emphasized to accelerate implementation of national major projects for stable economic growth with high-level opening up to be promoted.

 

Co Focus

*Changchun High-Tech (000661 CH) said on the interactive platform that co is currently working on solution corresponds to centralized procurement with no expectation on detailed impact yet.

 

*Block Trade Info

 

*Discount

- TopA Intelligent (300836 CH) saw 1 block trade worth 14mn at 28.82yuan per share, 21.58pct discount from last closing.

- Autel Tech (688208 CH) saw 4 block trade worth 33mn at 66.76 yuan per share, 1.82pct discount from last closing.

- Fengyuan Chemical (002805 CH) saw 1 block trade worth 60mn at 30.55 yuan per share, 4.64pct discount from last closing.

- Hikvision (002415 CH) saw 1 block trade worth 38mn at 50.16yuan per share, 0.00 pct discount from last closing.

- Haitian Flavouring (603288 CH) saw 2 block trade worth 83mn at 93.36yuan per share, 10.2pct discount from last closing.

- Asymchem (002821 CH) saw 1 block trade worth 28mn at 341uan per share,4.75pct discount from last closing.

- Pylon Tech (688063 CH) saw 3 block trade worth 150mn at 124.6 yuan per share, 20.13pct discount from last closing.

- Pientzehuang (600436 CH) saw 1 block trade worth 10mn at 391yuan per share, 0.00pct discount from last closing.

 

*Margin Trade

*Connection Trade

*Index Futures

*Index Options

*Treasury Futures

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

 

Commodities (night session):

* Gobal crude oil price rose collectively. March NYMEX crude oil contract up 0.24% to closed at $85.03/b, March Brent contract up 0.21% to closed at $87.69/b. INE crude oil active contract up 0.15% to closed at 545.5 yuan/b.

* COMEX gold active contract closed at $1840.7/oz (up 1.56%), SHFE gold active contract closed at 378.7 yuan/gram (up 1.42%).

* Metals closed up collectively. LME aluminum rose 0.94%, copper up 1.5%. SHFE aluminum up 0.53%, copper up 1.19%, bonded copper up 1.24%.

* Commodity futures mostly closed up, Energy & chemistry futures performed mixed, bitumen up 2.65%, glass up 1.41%, ethenylbenzene down 0.94%. Black series saw diverge performance, iron ore up 0.82%, coking coal down 2.28%. Agriculture futures mostly rose up, rapeseed meal up 2.09%, No.2 soybeans up 1.97%.

 

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