DZ20220125

 

*Key points

 

Industrial Economy

*The State Council issued comprehensive work plan on energy saving and emission reduction which said to realize NEV sales to 20% of total vehicle sales by 2025 with proportion of railway and waterway freight to be further lifted.

*The drug centralized procurement document in Yangtze River Delta union region was issued with 47 types of medicines to participate in.

*Ministry of Agriculture and Rural Affairs issued guideline on safety valuation of agriculture-use gene edit plants with emphasis on exogenous gene plants.

*PBoC business management department held 2022 monetary credit work conference which emphasizes to prioritize growth of credit aggregate with financing support of real economy enhanced. Implementation of carbon emission reduction tool and special refinancing in supporting efficient use of clean coal to be promoted.

 

Co Focus

*Moutai back to be the top pick of local public funds with weighted holdings of cny 121.96bn according to Q4 2021 fund reports, beat CATL.

 

*Block Trade Info

 

*Discount

- BOC securities (601696 CH) saw 3 block trade worth 17mn at 11.74 yuan per share, 6.6pct discount from last closing.

- China Chemical (601117 CH) saw 2 block trade worth 14mn at 10.94/10.84yuan per share, 0.46pct discount from last closing.

- Industrial Bank (601166 CH) saw 1 block trade worth 12mn at 21.8 yuan per share, 1.18pct discount from last closing.

- Vanke (000002 CH) saw 2 block trade worth 4.7mn at 19.48yuan per share, 10.23 discount from last closing.

- Sangfor Tech (300454 CH) saw 3 block trade worth 103mn at 170.72 yuan per share, 3pct discount from last closing.

- Sany Industry (600031 CH) saw 2 block trade worth 7.3mn at 22.75 yuan per share, 0.00pct discount from last closing.

- Pylon Tech (688063 CH) saw 1 block trade worth 52mn at 148.8yuan per share, 4.00pct discount from last closing.

- Medicalsystem Tech (603990 CH) saw 2 block trade worth 23mn at 23.34/24.46 yuan per share, 8.67/0pct discount from last closing.

 

Premium

- Sanfame Polyester (600370 CH) saw 1 block trade worth 60mn at 3.03yuan per share, 3.77pct premium 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):

* Global crude oil price declined collectively. March NYMEX crude oil contract down 1.25% to closed at $84.08/b, March Brent contract down 0.88% to closed at $87.12/b. INE crude oil active contract down 2.5% to closed at 527 yuan/b.

* The holding position of world’s largest gold ETF SPDR Gold Shares recorded highest fund inflow since the listing in 2004 on last Friday. COMEX gold active contract closed at $1843.5/oz (up 0.64%), SHFE gold active contract closed at 377.82 yuan/gram (up 0.09%).

* Metals closed down collectively. LME aluminum fell 0.08%, copper declined 1.95%. SHFE aluminum down 0.42%, copper down 1.74%, bonded copper down 2.25%.

* Commodity futures mostly closed down, Energy & chemistry futures performed weak, LPG slumped 6%, glass shed 3.58%, EG declined 3.47%, bitumen dropped 3.2%, fuel oil fell 2.78%. Black series declined collectively, thermal coal fell 2.05%, coking coal down 1.95%, iron ore down 1.92%. Agriculture futures mostly went down, soybean oil fell 2.32%, RBD palm olein declined 2.3%.

 

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