DZ20220905

 

Financials

*Four domestic commodity exchanges announced to allow participation of QFII and RQFII in trading of related futures and options with 41 types involved, a further move of opening-up of domestic futures market.

*Beijing Stock Exchange proposed two reform measures including issuance of BSE50 index and rules of margin trading.

*4825 A-shr listed firms disclosed 2022 semi-annual results with total operation income of cny 34.54tn realized, up 9.24% y/y and total net profit of cny 3.25tn, up 3.19% y/y.

*CSRC launched listing preparation of 3 ETF options, including CSI500 ETF options in SH and SZ stock exchanges as well as ChiNext ETF option with approval procedure in process.

 

Industrial Economy

*MIIT issued proposal on industrial carbon peak with overall arrangement carried forward on raw material industry with detailed plan on nonferrous metal, construction material, petrochemical and steel to be formulated and the first two will be issued recently.

*The State Council issued opinions to support green low carbon development and deepen conversion of old and new energy in Shandong province which encourages construction of offshore wind power base at tens of millions kWh level and exploration of distributive PV integrated development pattern.

*Shandong province issued measures in promoting healthy development of new type energy storage projects in demonstration which emphasized reliance on spot market and market - oriented development.

 

Co Focus

*China Petroleum&Chemical (600028 CH) officially announced medium-long term development strategy of hydrogen with hydrogenation capacity to reach 120k ton per year by 2025 to satisfy terminal demand.

*Huawei to hold product launch of Mate50 series and new products for all scenes on Sept 6th at 14:30.

 

Sep 2nd Block Trade

*Block Trade Info

*Discount

- Zhongda Leader (002896 CH) saw 4 block trades worth 41mn at 26.98 yuan per share, 15.45 discount from last closing.

- Rastar Group (300043 CH) saw 4 block trades worth 47mn at 3.21 yuan per share, 0.00 discount from last closing.

- Sharetronic Data (300857 CH) saw 4 block trades worth 15mn at 18.54 yuan per share, 11.59 discount from last closing.

-Red Avenue New Materials (603650 CH) saw 8 block trades worth 41mn at 27.27 yuan per share, 8.43 discount from last closing.

- Jushri Tech (300762 CH) saw 5 block trades worth 38mn at 11.72 yuan per share, 10.81 discount from last closing.

- Longshine Tech（300682 CH）saw 11 block trades worth 55mn at 24.79 yuan per share, 9.01 discount from last closing.

 

*Flat

- Rastar Group (300043 CH) saw 4 block trades worth 47mn at 3.21 yuan 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 went up mostly. October NYMEX contract up 0.74% to closed at $87.25/b, November Brent contract up 0.89% to closed at $93.18/b. INE crude oil active contract down 0.20% to 693.3yuan/b.

* Precious metals closed up collectively. COMEX gold contract up 0.78% to closed at $1722.6/oz, SHFE gold active contract up 0.81% to closed at 385.32 yuan/gram.

* Metals closed mixed, LME zinc down 3.76%, LME lead down 0.76%, LNE copper down 0.59%, LME nickel up 1.99%. SHFE aluminum up 1.45%, SHFE nickel up 1.44%, SHFE tin up 0.76%, SHFE zinc down 0.67%.

* Commodity futures closed up collectively. Energy & chemistry futures saw strong performance, PTA up 3.67%, polyester staple fiber up 3.32%, MEG up 2.86%, PVC up 2.15%. Black series went up collectively, coke up 2.52%, coking coal up 2.31%, steel rebar up 1.68%, iron ore up 1.43%, hot-rolled coil up 1.3%. Agricultural products closed up mostly, rapeseed meal up 1.66%, No.2 soybeans up 1.55%, cotton up 1.5%, soybean meal up 1.48%, rapeseed oil up 1.46%, soybean oil up 1.31%.

 

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