DZ20220408

 

*Key points

Financials

*PBoC held 2022 research work teleconference which said to realize effective connection of green finance and finance transformation in 2022 with operational measures to be formulated.

*PBoC held 2022 payment and settlement work teleconference which required to prioritize stability, ensure safe and continuous operation of payment business with defense of risk consolidated. Full-chain management of payment to be emphasized with strict terminal management and work mechanism of law enforcement inspection to be optimized.

 

Property

*The “relay loan” by parents and children has been restarted in Guangzhou by some banks with first home rate adjusted down to LPR benchmark and second home to LPR+60bp.

*6 national major commercial banks have approved application of delaying payment of mortgage loan for qualified clients under pandemic impact.

 

Drug Centralized Procurement

*The National Medical Insurance Administration held first drug centralized procurement work conference in research of platform construction and emphasized to improve procurement rate and strengthen supervision.

 

Co Focus

*First Applied Material (603806 CH) said on the 2021 earning road show that demand of backplane was driven up by improving proportion of distributed power system with production expansion plan formulated and capacity of 110mio square meters to be added in two years.

 

Apr 7th Block Trade

*Block Trade Info

*Discount

- China Gold (600916 CH) saw 2 block trades worth 24mn at 11.89 yuan per share, 7.97pct discount from last closing.

- Zhendong Pharmaceutical (300158 CH) saw 1 block trade worth 75mn at 12.58yuan per share, 4.98pct discount from last closing.

- 37 Entertainment (300459 CH) saw 2 block trades worth 38mn at 23.15yuan per share, 3.94.00pct discount from last closing.

- Pharmaron（300759 CH）saw 2 block trades worth 88mn at 113.39yuan per share, 0.54pct discount from last closing.

- Kweichow Moutai （600519 CH）saw 1 block trade worth 13mn at 1620yuan per share,8.22pct discount from last closing.

*Flat

- Avic Heavy Machinery (600765 CH) saw 1 block trade worth 62mn at 39.02yuan pershare, 0.00 discount from last closing.

- China Duty Free (601888 CH) saw 1 block trades worth 32mn at 164.95 yuan per share, 0.00pct discount from last closing.

*Premium

- Zhongnan Heavy Industries (002445 CH) saw 1 block trade worth 81mn at 2.81yuan per share, 12.85 pct 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):

* May NYMEX crude oil contract up 0.94%to closed at $97.13/b, June Brent contract up 0.47% to closed at $101.54/b, both hit 3-week low. INE crude oil active contract fell 5.12% to 613.7 yuan/b.

* COMEX gold active contract rose 0.6% to closed at $1934.7/oz. SHFE gold active contract closed at 396.66 yuan/gram (up 0.44%).

* Metals mostly closed down. LME aluminum down 1.19%, copper up 0.08%. SHFE aluminum down 1.58%, copper down 0.39%, bonded copper down 0.65%.

* Commodity futures mostly closed down, Energy & chemistry futures saw weak performance, fuel oil fell 3.47%, LPG fell 3.4%, bitumen declined 2.55%. Black series mostly went down, steel rebar fell 1%. Agriculture futures performed mixed, RBD palm olein up 0.8%, corn starch fell 1.04%.

 

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