DZ20220921

 

Financials

*PBoC monetary policy dept published article saying guidance of market interest rate decline in stability is effective and the real rate slightly lower than potential actual economic growth at reasonable level. PBoC will continue to carry forward market reform of rates, release potency of LPR reform, enhance supervision on deposit rate and to well play the adjustment role of rate leverage.

*Several fund companies have received questionnaire on sales behavior and incentive mechanism from supervisory department.

*603185 and 600557 to disclose Q3 results on Oct 10th, the first two listed companies in SSE market.

 

Industrial Economy

*Australian 6th round of lithium concentrate auction see record bid by 10% vs last round to 6988usd per ton, equivalent of cny 510k per ton and corresponding lithium salt to be used in market at earliest of Jan 2023.

 

Co Focus

*Sanan Optoelectronics (600703 CH) clarified rumors saying related officers been taken away from office for investigation as untrue.

 

Sep 20th Block Trade

*Block Trade Info

*Discount

- Dawning Info (603019 CH) saw 4 block trades worth 106mn at 23.1 yuan per share, 7.55 discount from last closing.

- Cimc Vehicles (301039 CH) saw 12 block trades worth 43mn at 7.5 yuan per share, 11.03 discount from last closing.

- Yonyou Network (600588 CH) saw 1 block trades worth 159mn at 18.1 yuan per share, 0.49 discount from last closing.

- Shanghai Ailu（301062 CH）saw 2 block trades worth 39mn at 6.15 yuan per share, 22.93 discount from last closing.

- CMOC Group (603993 CH) saw 2 block trades worth 778mn at 4.89 yuan per share, 0.2 discount from last closing.

- S.C New Energy Tech (603993 CH) saw 9 block trades worth 67mn at 101.47 yuan per share, 11.58 discount from last closing.

- Develop Advanced Manufacturing (688377 CH) saw 5 block trades worth 72mn at 32.39 yuan per share, 24.83 discount from last closing.

 

*Premium

- Cngr Advanced Material Co. (300919 CH) saw 1 block trade worth 191mn at 91.2 yuan per share, 1.9 premium 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 down mostly. November NYMEX contract down 1.24% to closed at $84.30/b, December Brent contract down 1.13% to closed at $90.96/b. INE crude oil active contract up 0.69% to 640.3 yuan/b. Hawkish interest rate hikes by US and Euro central banks and resultant economy downward pressure dragged oil price down.

* Precious metals closed down collectively. COMEX gold contract down 0.3% to closed at $1673.2/oz. SHFE gold active contract down 0.07% to closed at 385.18 yuan/gram. Strong performance of USD and US treasury yield generated pressure on gold price.

* Metals closed mixed, LME tin up 1.1%, LME nickel up 1.08%, LME lead down 0.66%, LME zinc down 0.53%. SHFE tin up 1.76%, SHFE nickel up 1.26%, SHFE lead up 0.37%, SHFE aluminum down 0.8%.

* Commodity futures closed down mostly. Energy & chemistry futures saw a weak performance, bleached softwood kraft pulp down 1.71%, EB down 1.42%, fuel oil down 1.34%, TSR 20 down 1.14%, glass down 1.07%, PVC down 0.96%. Black series closed down collectively, iron ore down 2.11%, coking coal down 1.3%. Agricultural products closed mixed, No.2 soybeans up 1.12%.

 

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