DZ20220324
*Key points
*Property
Harbin is the first provincial capital to scrap previous restriction that would not allow homebuyers to sell their properties within three years after purchase, according to a statement from the local government. It has eased policies on local property market for the second time within six months.
Industrial Economy
*The State Council and central office issued opinions to build up higher level public service system of fitness which pointed out to construct fitness facilities, encourage issuance of sports coupons and investment by real estate and health care, tourism related social capital are supported.
*Cyberspace Administration of China along with other 11 depts issues a notice that confirms IPv6 technology innovation and integration application trial list with China Mobile, Baidu and Alipay on it.
*Some steel plants have started to save energy for their blast furnace due to transportation obstruction and short of raw material caused by the move made by Tangshan city that the local government has temporarily lock down the city, Cailian Express reported.
Co Focus
*Yang Jie, president of China Mobile said on the results briefing that co has smooth progress on 700M5G network and plan to build up 280k 700M base stations in 2022 with full coverage nationwide, Securities Journal reported.
*Liu Chiping, president of Tencent said on its result briefing that Tencent to embrace adjustment facing structural challenge with cost optimized on money-losing business to maintain healthy growth.
*Yuyuan Tourist Mart (600655 CH) clarified rumors suggesting its purchase of some liquor firm that it is not true after investigation.
*A batch of bond holders including several fund companies plan to adopt legal action to claim losses from Evergrande (3333.HK), as reported by Bloomberg.
*Block Trade Info
*Discount
- China Gold（600916 CH）saw 1 block trade worth 78mn at 10.15yuan per share, 10.18pct discount from last closing.
- Jinke Property (000656 CH) saw 2 block trades worth 92mn at 4.56yuan per share, 2.98pct discount from last closing.
- Sokon Industry (601127 CH) saw 1 block trade worth 122mn at 40.8yuan per share, 5.69 discount from last closing.
- Hengrui Pharmaceuticals (600276 CH) saw 2 block trades worth 21mn at 37.33yuan per share, 0.08pct discount from last closing.
*Flat
- Yongjin Metal (603995 CH) saw 3 block trades worth 30mn at 54.2yuan per share, 0.00pct discount from last closing.
- Hylink Digital (603825 CH) saw 1 block trade worth 42mn at 19.32yuan per share, 0.00pct discount from last closing.
- Fosun Pharmaceutical (600196 CH) saw 2 block trades worth 50mn at 50.54yuan per share, 0.00pct discount from last closing.
*Margin Trade
|
Total Margin Balance |
1.5917 trillion |
Total Short Selling Balance |
93.7 billion |
|
SH Margin Balance |
0.8403 trillion |
SH Short Selling Balance |
61.5 billion |
|
Top Five Margin Trade Net Bought (in CNY) |
Top Five Short Selling Net Sold (in shares) |
||
|
601166 |
548mio |
600733 |
7.31mio |
|
600056 |
199mio |
601162 |
3.61mio |
|
688599 |
187mio |
600116 |
2.95mio |
|
601607 |
147mio |
600246 |
2.42mio |
|
600887 |
107mio |
600029 |
1.62mio |
|
SZ Margin Balance |
0.7514 trillion |
SZ Short Selling Balance |
32.2 billion |
|
Top Five Margin Trade Net Bought (in CNY) |
Top Five Short Selling Net Sold (in shares) |
||
|
002812 |
261mio |
002124 |
4.68mio |
|
002610 |
86mio |
000783 |
3.98mio |
|
002317 |
85mio |
000728 |
2.77mio |
|
000639 |
84mio |
002797 |
2.73mio |
|
002317 |
70mio |
300398 |
1.89mio |
*Connection Trade
|
SH-HK Connection (bn cny) |
SZ-HK Connection (bn cny) |
||||
|
Northbound Net Cash Flow |
-1.5 |
Northbound Net Cash Flow |
+1.3 |
||
|
Southbound Net Cash Flow |
+2.8 |
Southbound Net Cash Flow |
+1.8 |
||
|
Top 5 Northbound Inflow |
Top 5 Northbound Outflow |
||||
|
Name |
Market Value (mio cny) |
‰ out of ttl share outstanding |
Name |
Market Value (mio cny) |
‰ out of ttl share outstanding |
|
603259 |
463 |
1.76 |
600519 |
1277 |
0.6 |
|
600036 |
359 |
0.38 |
603501 |
183 |
1.05 |
|
300274 |
341 |
2.74 |
600887 |
180 |
0.81 |
|
600406 |
285 |
1.7 |
601318 |
179 |
0.35 |
|
300059 |
268 |
1.15 |
603659 |
169 |
1.77 |
*Index Futures
|
Position of Top 20 members (Unit lots) |
||||||
|
CSI 300 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IF2204 |
117,678 |
6,713 |
72,347 |
2,073 |
74,733 |
603 |
|
IF2206 |
35,265 |
5,670 |
52,788 |
1,552 |
65,244 |
1,022 |
|
IF2209 |
9,012 |
1,412 |
20,455 |
461 |
25,935 |
188 |
|
SSE 50 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IH2204 |
59,377 |
4,403 |
29,204 |
2,314 |
30,501 |
1,700 |
|
IH2206 |
18,352 |
1,561 |
23,626 |
463 |
31,057 |
585 |
|
IH2209 |
7,396 |
181 |
12,694 |
-4 |
17,317 |
-441 |
|
CSI 500 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IC2204 |
81,885 |
-6,219 |
81,432 |
400 |
78,015 |
374 |
|
IC2206 |
29,924 |
-1,749 |
84,944 |
-316 |
100,322 |
-424 |
|
IC2209 |
15,025 |
1,351 |
71,198 |
1,028 |
78,166 |
877 |
*Index Options
|
Position of Top 20 members (Unit lots) |
||||||
|
CSI 300 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
IO2204 |
135273 |
4346 |
68534 |
1374 |
73751 |
2146 |
*Treasury Futures
|
Position of Top 20 members (Unit lots) |
||||||
|
2-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
TS2206 |
24,791 |
-2,349 |
35,014 |
93 |
36,379 |
171 |
|
5-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
TF2206 |
54,258 |
710 |
83,912 |
468 |
85,185 |
593 |
|
10-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
|
T2206 |
111,275 |
-10,889 |
128,392 |
-341 |
138,726 |
939 |
|
T2209 |
6,185 |
-816 |
12,392 |
177 |
12,598 |
255 |
*Night Session Commodities Market (As of 02:30 am)
|
Top 3 Gainers (Dominant Contract) |
|||||
|
Product |
Contract |
Price |
Change % |
Trading Volume |
Open Interests |
|
Nickel |
ni2204 |
245,740.0 |
+17% |
64,149 |
44,050 |
|
Stainless Steel |
ss2204 |
21,795.0 |
+7.26% |
102,156 |
38,055 |
|
Fuel Oil |
fu2205 |
4,321.0 |
+6.8% |
268,185 |
234,120 |
|
Top 3 Loser (Dominant Contract) |
|||||
|
Product |
Contract |
Price |
Change % |
Trading Volume |
Open Interests |
|
Cotton Yarn |
cy205 |
28,610.0 |
0.03% |
892 |
4,085 |
|
Polished Round-Grained Rice |
rr2205 |
3,411.0 |
0.12% |
3,555 |
16,522 |
|
No.1 Soybeans |
a2207 |
6,278.0 |
0.3% |
49,973 |
130,546 |
Commodities (night session):
* EIA: as of the week of Mar.18, the weekly crude oil stockpile decreased 2,508 thousand barrels, with expectation of an increase of 114 thousand barrels and prior of an increase of 4,345 thousand barrels. Global crude oil price rose collectively. May NYMEX crude oil contract rose 4.65% to closed at $114.35/b, the highest over the past two weeks. June Brent contract rose 5% to closed at $117.42/b. INE crude oil active contract rose 5.14% to closed at 736 yuan/b.
* COMEX gold active contract closed at $1944.2/oz (up 1.18%), SHFE gold active contract closed at 398.62 yuan/gram (up 1.06%).
* Metals mostly closed up. LME nickel surged 14.99%, aluminum up 5.15%, copper up 1.53%. SHFE nickel soared 17%, aluminum up 1.68%, copper up 0.97%, bonded copper up 1.51%.
* Commodity futures mostly closed up, Energy & chemistry futures strong performance, fuel oil rose 6.8%, LPG up 4.82%, soda ash up 4.8%. Black series all went up, coke up 2.66%, coking coal up 2.62%, thermal coal up 2.25%, iron ore up 2.17%. Agriculture futures mostly closed up as well, RBD palm olein up 5.78%, rapeseed oil up 4.32%.
DISCLAIMER
The report is issued by Orient Securities Co. LTD (Orient Securities) and Shanghai Orient Futures Co. LTD (Orient Futures) to institutional investors. Opinions expressed may differ from those of other divisions of Orient Securities, including Orient Securities Research Institute. Orient Securities may trade as principal in instruments identified herein and may accumulate/have accumulated a long or short position in instruments or derivatives thereof. Orient Securities has policies designed to negate conflicts of interest. This e-mail is not an official confirmation of terms and unless stated, is not a recommendation, offer or solicitation to buy or sell. Any prices or quotations contained herein are indicative only. Communications may be monitored.
