DZ20220719

 

*Key points

Financials

*CSRC approved trading of CSI 1000 futures and options, related contracts to be officially listed from July 22nd.

 

Industrial Economy

*NDRC and Ministry of Culture and Tourism jointly issued development guideline of national tourism and leisure 2022-2030 which raised 10 key tasks including optimizing arrangement of legal holidays and construction of leisure belt round cities.

 

Co Focus

*CATL is considering spreading investment in America and Mexico for plant sites in total investment of usd 5bn for product supply to Tesla, though no final decision has been made, according to someone familiar with this matter and no official comments been made by CATL in response.

*Xcmg Construction Machinery (000425 CH) said on investor interactive platform that estimated sales income in 2022 of cny 84.5bn, up 0.2% y/y.

*Tongwei (600438 CH) said its accumulated delivery of solar PV batteries as of Q2 2022 has exceeded 100GW, the first battery manufacturer to complete such shipping scale in the industry.

 

July 18th Block Trade

*Block Trade Info

*Discount

- Cngr Advanced Material (300919 CH) saw 10 block trades worth 184mn at 140.27yuan per share, 8.67 discount from last closing.

- Trina Solar Co (688599 CH) saw 3 block trades worth 103mn at 71.71yuan per share, 4.75 discount from last closing.

- Salt lake (000792 CH) saw 6 block trades worth 105mn at 30.03 yuan per share, 0.84 discount from last closing.

- Foryou Corporation (002906 CH) saw 18 block trades worth 132mn at 44.01 yuan per share, 11.79 discount from last closing.

- Leader Harmonious (688017 CH) saw 1 block trade worth 65mn at 163.66 yuan per share, 2.00 discount from last closing.

- Longi Green Energy (601012 CH) saw 1 block trade worth 40mn at 58.94yuan per share, 5.09 discount from last closing.

- Jiangshan Agrochemical&Chemicals (600389 CH) saw 8 block trades worth 230mn at 50.5 yuan per share, 8.01 discount from last closing.

 

*Flat

- Kweichow Moutai (600519 CH) saw 2 block trades worth 62mn at 1951.66yuan 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 4.61% to closed at $102.09/b, September Brent contract up 4.48% to closed at $105.69/b. INE crude oil active contract up 5.16% to 670.9 yuan/b. Supply concern was increased since Biden's Middle East trip failed to made agreement with Saudi Arabia on increasing production. Meanwhile, weak performance of US dollar supported oil prices up.

* Precious metals closed up collectively. COMEX gold active contract up 0.2% to closed at $1707/oz, SHFE gold active contract up 0.06% to closed at 374.20 yuan/gram.

* Metals closed up mostly. LME nickel up 6.06%, LME aluminum up 3.59%, LME zinc up 2.74%, LME copper up 2.7%, LME tin down 0.18% on the contrast. SHFE nickel up 5.96%, SHFE aluminum up 3.69%, SHFE copper up 3.4%, SHFE tin up 2.45%.

* Commodity futures closed up collectively, energy & chemistry futures showed a strong performance, fuel oil up 6.1%, bitumen up 5.6%, PVC up 4.05%, LLDPE up 3.57%, LPG up 3.04%, MEG up 2.84%. Black series up collectively, coking coal up 4.44%, coke up 4.18%, steel rebar up 4.04%, iron ore up 2.87%. Agriculture futures closed up collectively, RBD palm olein up 5.06%, soybean oil up 2.48%, No.2 soybeans up 1.81%, cotton up 1.15%.

 

 

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