DZ20220726

 

*Key points

Industrial Economy

*PBoC and Ministry of Culture and Tourism issued notice on financial support of culture and tourism which suggest to further expand financing channels and to support efficient use of asset with evaluation system to be set up.

 

*MIIT: China 1H software business income of cny 4.6266tn, up 10.9% y/y.

 

*Apple sent in additional component orders on new iPhone to suppliers hoping to further expand market shares when Android series in weak sales.

 

*Teleconference of National Drug Supervision Administration was held on July 25th which emphasized to deepen special treatment of drug safety with drug regulation reform promoted. R&D and listing of covid treatment drugs to be accelerated.

 

*Chief expert of China CDC epidemiology dept published article saying monkeypox will see no massive outbreak in China.

 

July 25th Block Trade

*Block Trade Info

*Discount

- Supcon Tech (688777 CH) saw 10 block trades worth 69mn at 73.7 yuan per share, 5.98 discount from last closing.

- CNNC Titanium Dioxide (002145 CH) saw 2 block trades worth 179mn at 8.94 yuan per share, 1.97 discount from last closing.

- iRay Tech (688301 CH) saw 2 block trades worth 44mn at 442 yuan per share, 1.56 discount from last closing.

- Baolong Auto (603197 CH) saw 14 block trades worth 117mn at 58.42 yuan per share, 7.65 discount from last closing.

- Dongbao Bio-Tech (300239 CH) saw 3 block trades worth 75mn at 6.3 yuan per share, 18.08 discount from last closing.

- Haier Biomedical (688139 CH) saw 1 block trade worth 47mn at 63.52yuan per share, 5.73 discount from last closing.

- Landai Tech (002765 CH) saw 7 block trades worth 24mn at 8.00yuan per share, 12.66 discount from last closing.

- Sentury Tire Co (002984 CH) saw 2 block trades worth 33mn at 33.38 yuan per share, 2.99 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. September NYMEX crude oil contract up 1.85% to closed at $96.45/b, September Brent contract up 1.61% to closed at $99.96/b. INE crude oil active contract up 0.48% to 655.2 yuan/b. Market concerned the supply shortage might expand and weak performance of USD also support the oil price up.

* Precious metals closed down collectively. COMEX gold active contract down 0.53% to closed at $1718.2/oz, SHFE gold active contract down 0.47% to closed at 375.98 yuan/gram. Higher US bond yield and interest rate hikes by Fed put pressure on gold price.

* Metals closed down mostly. LME aluminum down 2.73%, LME tin down 1.31%, LME nickel down 0.44%, LME copper up 0.4% on the contrast. SHFE aluminum down 1.03%, SHFE zinc down 0.55%, SHFE tin down 0.54%, SHFE nickel up 0.81% on the contrast.

* Commodity futures closed mixed. Energy & chemistry futures showed a mixed performance, bitumen up 1.7%, natural rubber up 1.25%, MEG down 2.02%, EB down 1.45%, methanol down 1.06%. Black series closed down collectively, coke down 3.48%, coking coal down 2.61%, steel rebar down 1.42%. Agriculture futures products closed up mostly, rapeseed oil up 2.54%, No.1 soybeans up 1.82%, corn up 1.28%, corn starch up 1.12%, soybean oil up 0.96%, RBD palm olein up 0.95%.

 

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