DZ20220708

*Key points

Industrial Economy

*Ministry of Culture and Tourism issued notice on unified administration of cross-province travel train business which to resume on July 7th.

*Evusheld, the world only authorized drug for covid prevention to be used in Hainan in trial, though not covered by medical insurance and priced at cny 13.3k for 2 shots.

*National Energy Administration held analysis on development of renewable energy in June and required to speed up construction of major water, wind and PV power projects with production to be launched.

 

Co Focus

*Picture of Xiaomi auto driving was disclosed for the first time with lidar equipped on car roof.

 

Data

*China end-June forex reserve scale of usd 3.07tn, vs estimate of usd 3.11tn, down usd 56.5bn m/m by 1.81% and gold reserve holds stable at 62.64mio ounce.

 

July 7th Block Trade

*Block Trade Info

*Discount

- Wuzhou Special Paper (605007 CH) saw 5 block trades worth 47mn at 18.86yuan per share, 9.54 discount from last closing.

- Hoshine Silicon (603260 CH) saw 1 block trade worth 200mn at 112.87yuan per share, 3.51 discount from last closing.

- Shenghe Resources (600392 CH) saw 1 block trade worth 42mn at 21.22 yuan per share, 2.57 discount from last closing.

- Jinko Power Tech (601778 CH) saw 10 block trades worth 30mn at 5.12yuan per share, 15.23 discount from last closing.

- GoodWe Tech (002906 CH) saw 19 block trades worth 201mn at 336.87 yuan per share, 8.66 discount from last closing.

- Nanomicro Tech (688690 CH) saw 1 block trade worth 34mn at 75.09 yuan per share, 1.00 discount from last closing.

- Ingenic Semiconductor Co (601012 CH) saw 18 block trades worth 381mn at 91.71yuan per share, 2.00 discount from last closing.

 

*Premium

- Yulong Gold Co (601028 CH) saw 2 block trades worth 80mn at 17.48yuan per share, 0.75 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 closed up collectively. August NYMEX crude oil contract up 3.68% to closed at $102.16/b, September Brent contract up 3.39% to closed at $104.10/b. INE crude oil active contract up 4.63% to 675.8 yuan/b. Oil supply from Russia is expected to decrease in the second half of the year due to lack of maintenance components of oilfields. Investors turned their focus to the tight oil supply.

* Precious metals closed mixed. COMEX gold active contract up 0.12% to closed at $1738.5/oz, SHFE gold active contract down 0.80% to closed at 375.20 yuan/gram.

* Metals closed up mostly. LME tin up 4%, LME zinc up 3.97%, LME copper up 3.48%, LME nickel down 2.06% on the contrast. SHFE tin up 3.77%, SHFE copper up 3.30%, SHFE zinc up 2.14%, SHFE leads down 0.36%.

* Commodity futures closed up mostly, energy & chemistry futures showed a strong performance, EG up 2.69%, fuel oil up 2.56%, PP up 2.18%, PTA up 2.08%. Black series closed up collectively, iron ore up 3.13%, coke up 2.48%, coking coal up 1.09%. Agriculture futures closed up collectively, RBD palm olein up 4.99%, soybean oil up 3.93%, rapeseeds oil up 3.97%, No.2 soybeans up 2.88%, soybean meal up 1.71%.

 

 

 

 

 

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