DZ20220628

 

*Key points

Financials

*Yi Gang, head of PBoC said during interview by CGTN that Chinese monetary policy is consistence with supporting development of real economy with increasing aggregate efforts to support economic recovery and structural tools to be adopted to support medium-small enterprises and green transformation.

 

Industrial Economy

*Zhejiang Housing and Urban-Rural Development Dept issued opinions to support upward adjustment of max loan quota for third-child family by 20% on house purchase.

*MoF issued notice on extra subsidy of renewable electricity in 11 provinces, in total of cny 2.75 bn with cny 1.47bn on wind power and cny 1.25bn on PV.

 

Co Focus

*CATL plans on private placement of no more than cny 23bn on cash management and to invest in safe and liquid principal-guaranteed products.

 

June 27th Block Trade

*Block Trade Info

*Discount

- Cngr Advanced Material (300919 CH) saw 9 block trades worth 134mn at 120.42yuan per share, 5.6 discount from last closing.

- iRay Tech(688301 CH) saw 3 block trades worth 78mn at 461.18yuan per share, 1.50 discount from last closing.

- Sun-Novo Pharmaceutical (688621 CH) saw 4 block trades worth 87mn at 96yuan per share, 10.44 discount from last closing.

- Wanhua Chemical (600309 CH) saw 3 block trades worth 284mn at 85.95yuan per share, 10.14 discount from last closing.

- Perfect World (002624 CH) saw 19 block trades worth 84mn at 12.70 yuan per share, 9.8 discount from last closing.

 

*Flat

- YTO Express (600233 CH) saw 5 block trades worth 266mn at 20.12yuan per share, 0.00 discount from last closing.

- Tecon Biology C (002100 CH) saw 4 block trades worth 82mn at 10.49 yuan per share, 0.00 discount from last closing.

- HUAYU Auto (600741 CH) saw 4 block trades worth 126mn at 25.11 yuan per share, 0.00 discount 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 closed up collectively. August NYMEX crude oil contract up 2.03% to closed at $109.81/b, August Brent contract up 1.92% to closed at $111.19/b. INE crude oil active contract up 2.44% to 709.5 yuan/b. OPEC+ revised the 2022 crude oil market surplus down from the previous 1.4 million b/d to 1 million b/d.

* Precious metals closed down collectively. COMEX gold active contract down 0.34% to closed at $1824/oz, SHFE gold active contract down 0.06% to closed at 394.24 yuan/gram. Higher US bond yields limit the gold price increase.

* Metals closed up mostly. LME tin jumped 11.61%, LME lead up 3.76%, LME nickel up 2.17%, LME aluminum up 1.3%, LME copper down 0.29%. SHFE tin up 7.02%, LME zinc up 2.18%, LME nickel up 1.95%, LME copper up 0.66%.

* Commodity futures closed up mostly, energy & chemistry futures showed a strong trend, bleached softwood kraft pulp up 5.3%, LPG up 2.2%, PTA up 1.91%, EB up 1.41%. Black series went up collectively, coke up 2.75%, iron ore up 2.3%, coking coal up 2.25%. Agriculture futures mostly closed up, RBD palm oil up 2.85%, No.2 soybean up 2.12%, soybean oil up 1.84%, soybean meal up 1.6%..

 

 

 

 

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