DZ20220621

 

*Key points

Industrial Economy

*Chongqing issued 10 measures to promote automobile consumption and smooth logistics which eased access restriction of pickup truck and new energy truck.

*The 22nd meeting of the 13th CPPCC Standing Committee held in discussion of high-quality development in green low carbon and pointed out to well manage relationship between long-term and short-term, govt and market with 10 major actions for carbon peak carried forward.

*NDRC carried out investigation on pricing of coal beyond reasonable range in local cities.

*CAICT: China domestic mobile phone delivery in May of 20.8mio units, down 9.4% y/y and 5G mobile phones of 17.7mio units, up 6% y/y, accounting for 85.3% of total shipment.

 

Co Focus

*Tencent officially set up XR dept for augment reality business including both software and hardware with bet placed on meta-universe, according to someone familiar with this matter.

 

June 20th Block Trade

*Block Trade Info

*Discount

- Cngr Advanced Material (300919 CH) saw 8 block trade worth 117mn at 120.28yuan per share, 5.47 discount from last closing.

- CICC (300919 CH) saw 1 block trade worth 784mn at 38.16yuan per share, 9.64 discount from last closing.

- Zhejiang Shibao (002763 CH) saw 4 block trades worth 120mn at 7.59yuan per share, 18.12 discount from last closing.

- iRay Tech (688301 CH) saw 2 block trades worth 30mn at 433.13yuan per share, 1.00 discount from last closing.

- Zhejiang XCC Group (603667 CH) saw 7 block trades worth 35mn at 14.38yuan per share, 14.66 discount from last closing.

- Toly Bread Co (603866 CH) saw 6 block trades worth 69mn at 14.91 yuan per share, 6.75 discount from last closing.

 

*Premium

- Bank of Zhengzhou (002936 CH) saw 2 block trades worth 186mn at 2.72yuan per share, 0.74 premium from last closing.

- Yili Industrial (600887 CH) saw 3 block trades worth 43mn at 38.01 yuan per share, 0.28 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 fluctuated. July NYMEX crude oil contract up 0.72% to closed at $108.77/b, August Brent contract up 0.96% to closed at $114.21/b. INE crude oil active contract down 0.48% to 701.2 yuan/b.

* COMEX gold active contract rose 0.01% to closed at $1840.7/oz, SHFE gold active contract declined 0.36% closed at 396.78 yuan/gram.

* Metals mostly closed up. LME lead up 1.77%, LME nickel up 1.08%, LME aluminum up 0.66%. LME copper down 0.35%. SHFE nickel up 2.4%, SHFE lead up 1.71%, SHFE aluminum up 0.18%, SHFE copper down 0.41%.

* Commodity futures mostly fell, Energy & chemistry futures saw weak performance, soda ash down 3.3%, glass down 2.8%, EG down 2.55%, PVC down 2.29%, methanol down 1.84%, bitumen down 1.76%. Black series went down collectively, coking coal down 6.27%, coke down 4.14%, iron ore down 3.17%. Agriculture futures mostly went down as well, RBD palm oil down 2.84%, soybean oil down 2.21%, NO.2 soybean down 1.86%, rapeseed oil down 1.63%, rapeseed meal down 1.06%, cotton yarn down 1.04%.

 

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