DZ20220819

 

Industrial Economy

*CBIRC said to steadily promote reform and risk solving of medium-small banks in key fields with capital supplementary from multiple channels promoted to better serve real economy.

*MIIT held conference in discussion of industrial economic operation in Q3 and urges effective measures to boost industrial economy with major investment projects promoted and consumption demand of auto, home appliance and green construction materials guided to expand.

*Shanghai Economic and Information Committee sent notice to Sichuan local govt, kindly ask for power backup on key enterprises in automobile industry for components shortage of SAIC and Tesla triggered by power control.

 

Co Focus

*Evergrande responded to rumors of Hengchi takeover that strategic investors been introduced while no acquision expected, Securities Journal reported.

*Petrochina said to mull spinoff of energy marketing business.

*As responded by insiders of Changchun High-Tech (000661 CH) that centralized procurement in Zhejiang province has not yet been officially launched and the action taken by Guangdong province last year has limited impact on business operation, Securities Journal reported.

 

Aug 18th Block Trade

*Block Trade Info

*Discount

- Dk Electronic Materials (300842 CH) saw 6 block trades worth 25mn at 77.02 yuan per share, 13.83 discount from last closing.

- Baosheng Sci&Tech (600973 CH) saw 9 block trades worth 38mn at 76.22 yuan per share, 9.9 discount from last closing.

- Fangyuan New Materials (688148 CH) saw 6 block trades worth 65mn at 17.81 yuan per share, 15.42 discount from last closing.

- GoodWe Tech (688390 CH) saw 7 block trades worth 147mn at 375 yuan per share, 14.16 discount from last closing.

-Avary Holding (002938 CH) saw 4 block trades worth 84mn at 32.5 yuan per share, 4.04 discount from last closing.

-Amlogic (Shanghai) Co. (688099 CH) saw 7 block trades worth 111mn at 88.7 yuan per share, 6.11 discount from last closing.

- Jinzai Food Group (003000 CH) saw 10 block trades worth 37mn at 9.47 yuan per share, 15.07 discount from last closing.

 

*Flat

- Baiyun International Airport (600276 CH) saw 4 block trades worth 62mn at 13.15 yuan per share, 0.00 discount from last closing.

*Margin Trade

*Connection Trade

*Index Futures

*Index Options

 

*Night Session Commodities Market (As of 02:30 am)

Commodities (night session):

* Global crude oil price rose collectively. October NYMEX contract up 2.58% to closed at $90.38/b, October Brent contract up 3.08% to closed at $96.53/b. INE crude oil active contract up 4.49% to 700.0 yuan/b. Higher demand of fuel oil in US and lower expectation on Russia oil production supported oil prices surged.

* Precious metals closed down collectively. COMEX gold active contract down 0.25% to closed at $1772.2/oz, SHFE gold active contract down 0.21% to closed at 387.22 yuan/gram.

* Metals closed down mostly, LME lead down 2.43%, LME zinc down 0.9%, LME nickel down 0.5%. SHFE copper up 1.33% on the contrast. Strong USD performance generated pressure on gold price.

* Commodity futures closed down mostly. Energy & chemistry futures showed weak performance, glass down 1.89%, TSR20 down 1.55%, soda ash down 1.39%. Black series went down collectively, coking coal down 1.44%, hot-rolled coil down 0.71%, iron ore down 0.66%, coke down 0.51%. Agricultural products closed down mostly, rapeseed oil down 1.52%, RBD palm olein down 1.16%, No.1 soybeans down 1%, cotton down 1%.

 

 

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