DZ20220517

 

*Key points

Data

*China April electricity consumption up 3.4% in Jan-April while down by 1.3% in April, mainly dragged down by the tertiary industry which down by 6.8% y/y.

*CAICT: China march smart phone shipments of 21.46mio units, down 40.5% y/y and shipment of 5G mobile phones down by 41.1% y/y.

 

Industrial Economy

*Shenzhen approved work plan in exploration of data trading which suggested to basically form up new-type data trading system by end 2022 with 5 well-known cross-border data vendors and over 100 medium-small sized vendors cultivated by end of the 14th FY.

 

IB

*J.P. Morgan adjusted up ratings of multiple internet companies and overweight Tencent and Alibaba with target price adjusted up to 470 HK dollar and 130 HK dollar respectively for trends up after rid of uncertainties, Securities Journal reported.

 

Co Focus

*Ganfeng Lithium (002460 CH) disclosed plan to form up supply capacity of no lower than 300k ton lithium carbonate by 2025 with self-resource contributes around 70%. Its 2GWH solid battery capacity of the first generation to be released in 2022 in steady pace.

 

May 16th Block Trade

*Block Trade Info

*Discount

- SMIC (688981 CH) saw 2 block trades worth 62mn at 41.17yuan per share, 2.9 discount from last closing.

- Sinofibers Tech (300777 CH) saw 1 block trade worth 31mn at 38.34yuan per share, 22.26 discount from last closing.

- Wanhua Chemical (600309 CH) saw 8 block trades worth 600mn at 79.2yuan per share, 3.18 discount from last closing.

- Golden Seed Winery (600199 CH) saw 9 block trades worth 59mn at 24.11 yuan per share, 14.14 discount from last closing.

- Ninebot Limited (689009 CH) saw 7 block trades worth 78mn at 32.37yuan per share, 8.04 discount from last closing.

*Flat

- Yaoji Tech (002605 CH) saw 2 block trades worth 65mn at 15.38yuan per share, 0.00pct discount from last closing.

- Saturday Co (002291 CH) saw 1 block trade worth 29mn at 13.66yuan per share, 0.00pct discount from last closing.

 

 

*Premium

- Lead Intelligent Equip (300450 CH) saw 1 block trade worth 11mn at 47.23yuan per share, 1.48pct premiun 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 rose collectively. June NYMEX crude oil contract up 3.08% to closed at $113.89/b, July Brent contract up 2.4% to closed at $114.23/b. INE crude oil active contract up 3.51% to 729.4 yuan/b.

* COMEX gold active contract rose 0.81% to closed at $1822.9/oz, SHFE gold active contract closed at 396.32 yuan/gram (down 0.02%).

* Metals mostly closed up. LME aluminum up 1.69%, copper up 1.43%. SHFE aluminum down 0.61%, copper up 0.70%, bonded copper up 0.80%

* Commodity futures mostly went up, Energy & chemistry futures saw diverge performance, bitumen up 1.54%, fuel oil up 1.21% soda ash up 1.02%. Black series all rose up, coking coal up 3.62%, coke up 3.02%, iron ore up 2.13%, thermal coal up 2.06%. Agriculture futures performed mixed, sugar up 0.99%, RDB palm olein down 1.63%.

 

 

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