DZ20220705

*Key points

Financials

*PWC issued report on market performance of IPO market in 1H2022 and prospects which suggest 169 new IPO issued in A-shr mkt, down by 31% y/y while margin trade reached cny 311.9bn, up 48% y/y.

 

Industrial Economy

*NDRC held special conference in discussion of stable supply and price of hog market which suggest recent price surge was triggered by irrational control of sales by breeders and it has no fundamental for continuous price gains for abundant capacity and weak consumption. Measures will be taken on reserve adjustment to prevent price surge.

*Ministry of Housing and Rural Development jointly issued notice with National Development Bank in promoting financial supports on facility construction of garbage and polluted water disposal at county level .

 

Co Focus

*BYD Han family saw sales of 25.4k units in June, to new high for monthly record and EV series contributed 12.9k units, according to its official wechat.

 

July 4th Block Trade

*Block Trade Info

*Discount

- Cngr Advanced Material (300919 CH) saw 11 block trades worth 120mn at 115.79yuan per share, 8.7 discount from last closing.

- ZJ Bio-Tech Co (688317 CH) saw 4 block trades worth 14mn at 29.82yuan per share, 30.89 discount from last closing.

- Yongtai Tech (002326 CH) saw 13 block trades worth 117mn at 30.97 yuan per share, 11.46 discount from last closing.

- Salt Lake (000792 CH) saw 9 block trades worth 221mn at 31.53 yuan per share, 0.43 discount from last closing.

- Sun-Novo Pharmaceutical (688621 CH) saw 4 block trades worth 51mn at 106.5 yuan per share, 5.98 discount from last closing.

- Weigao Orthopaedic Device (688161 CH) saw 11 block trades worth 57mn at 43.51 yuan per share, 11.74 discount from last closing.

- Raycus Fiber Laser (300747 CH) saw 8 block trades worth 78mn at 35.37yuan per share, 9.59 discount from last closing.

- Asymchem Laboratories (002821 CH) saw 7 block trades worth 156mn at 280.75yuan per share, 7.8 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 2.06% to closed at $110.66/b, September Brent contract up 1.97% to closed at $113.83/b. INE crude oil active contract up 3.15% to 733.2 yuan/b.

* Precious metals closed up collectively. COMEX gold active contract up 0.38% to closed at $1808.3/oz, SHFE gold active contract up 0.37% to closed at 390.84 yuan/gram.

* Metals closed up mostly. LME nickel up 4.7%, LME zinc up 1.88%, LME aluminum up 0.78%, LME copper down 0.97 on the contrast. SHFE tin up 2.04%, SHFE nickel up 1.67%, SHFE zinc up 1.61%, SHFE copper down 0.62%.

* Commodity futures closed mixed, energy & chemistry futures showed a strong performance, MEG up 2.52%, LPG up 2.27%, LLDPE up 1.91%, PTA up 1.47%. Black series closed mixed, coking coal up 2.48%, coke up 2.12%, iron ore up 0.75%, hot-rolled coil down 0.8%. Agriculture futures closed mixed, soybean meal up 0.76%, soybean oil down 2.32%, RBD palm oil down 1.82%, rapeseed oil down 1.53%.

 

 

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