DZ20220906

 

International Relationship

*The U.S. is planning on more restrictions of domestic investment on Chinese technology firms and TikTok owned by Bytedance may be the target, according to someone familiar with this matter.

 

Financials

*PBoC decided to adjust down reserve ratio of forex deposits by 2% to 6%, to take effect from Sept 15th.

 

Industrial Economy

*National Energy Administration is seeking for public opinions on administration of development and construction of PV power stations which demands licenses acquired by PV power stations in 6 months after grid connection.

*Shanghai issued plan to accelerate innovative development of smart internet connect vehicles which pointed out to build up domestic leading system by 2025 with industry scale to reach cny 500bn and vehicles equipped with L2 and L3 functions to account for over 70%.

*CPCAAUTO: estimate wholesale of new energy passenger vehicles in Aug of 625k units, up 10% m/m and 100% y/y.

*Lithium firms and projects locate in Sichuan Ganzi are not affected by the 6.8-magnitude earthquake, said by 002466, 002192, 002312 002240, 300432 and 002386, Securities Journal reported.

 

Co Focus

*Tesla China to deliver over 100k units of vehicles in Sept, a new monthly record, as introduced by its tracking server of production and sales.

 

Sep 5th Block Trade

*Block Trade Info

*Discount

- Cosco Shipping (600026 CH) saw 1 block trade worth 131mn at 16.35 yuan per share, 1.51 discount from last closing.

- Unigroup Guoxin Microelectronics (002049 CH) saw 2 block trades worth 121mn at 150.74 yuan per share, 2.5 discount from last closing.

- Asia—Potash International (000893 CH) saw 3 block trades worth 36mn at 30.09 yuan per share, 8.12 discount from last closing.

- Kinglai Hygienic Materials (300260 CH) saw 1 block trade worth 55mn at 84.86 yuan per share, 2.99 discount from last closing.

- Recodeal （688800 CH）saw 1 block trade worth 88mn at 146.31 yuan per share, 2.00 discount from last closing.

- Silicon Industry (688126 CH) saw 7 block trades worth 98mn at 20.22 yuan per share, 2.29 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 collectively. October NYMEX contract up 2.24% to closed at $88.82/b, November Brent contract up 2.38% to closed at $95.23/b. INE crude oil active contract up 1.62% to 707.2yuan/b.

* Precious metals closed mixed. COMEX gold contract down 0.08% to closed at $1721.2/oz, SHFE gold active contract up 0.26% to closed at 386.34 yuan/gram.

* Metals closed up collectively, LME nickel up 5.22%, LME tin up 2.84%, LME zinc up 1.87%, LME copper up 0.54%. SHFE nickel up 4.10%, SHFE tin up 3.27%, SHFE zinc up 2%, SHFE copper up 1.17%.

* Commodity futures closed up collectively. Energy & chemistry futures saw strong performance, MEG up 2.71%, fuel oil up 2.67%, methanol up 2.53%, PTA up 2.36%, soda ash up 1.77%. Black series went up collectively, iron ore up 2.21%, coking coal up 1.13%, steel rebar up 0.87%. Agricultural products closed up mostly, soybean oil up 1.91%, corn starch up 1.22%, rapeseed oil up 1.14%, No..2 soybeans up 0.94%, corn up 0.82%.

 

 

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