DZ20220922

 

Financials

*Shanghai Asset Management Association was founded on Sept 21st with transfer of private equity and venture investment shares in trial officially launched, which enriched exit channel of private equity funds.

 

Industrial Economy

*President Xi Jinping emphasized to carry forward strategy of strong army in reform with systematic obstacle, structural contradiction and policy issues restraint national defense and military construction in the long-term to be solved

*National Energy Administration: as of end Aug, China power installment capacity around 2.47bn kWh, up 8% y/y with wind power accounts 340mio kWh, up 16.6% y/y and solar power of 350mio kWh, up 27.2% y/y. Investment in power engineering projects completed in Jan-Aug of cny 320.9bn, up 18.7% y/y, solar power contributed cny 102.5bn, up 323.8% y/y and power grid of cny 266.7bn, up 10.7% y/y.

 

Co Focus

*Nio plans to promote battery lending and changing services to expand electric vehicle market in Europe.

 

Sep 21st Block Trade

*Block Trade Info

*Discount

- China Railway Hi-tech (600528 CH) saw 1 block trade worth 455mn at 7.67 yuan per share, 0.78 discount from last closing.

- Dawning Information Industry (603019 CH) saw 4 block trades worth 91mn at 23.01 yuan per share, 5.54 discount from last closing.

- China Eagle Electronic Tech (002579 CH) saw 1 block trades worth 99mn at 8.88 yuan per share, 0.89 discount from last closing.

- Zhengping Road & Bridge（603843 CH）saw 3 block trades worth 31mn at 4.58 yuan per share, 0.65 discount from last closing.

- Yintai Gold Co. (000975 CH) saw 2 block trades worth 71mn at 11.29 yuan per share, 13.09 discount from last closing.

- Sanyuan Foods Co. (600429 CH) saw 7 block trades worth 44mn at 4.15 yuan per share, 11.89 discount from last closing.

- Jingjia Microelectronics (300474 CH) saw 3 block trades worth 101mn at 44.34 yuan per share, 11.01 discount from last closing.

- Aecc Aviation Power (600893 CH) saw 1 block trade worth 175mn at 44.52 yuan per share, 0.62 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 down mostly. November NYMEX contract down 1.06% to closed at $83.05/b, December Brent contract down 0.48% to closed at $88.97/b. INE crude oil active contract up 0.51% to 645.9 yuan/b. USD index jumped and EIA report showed a lower demand of gasoline.

* Precious metals closed up collectively. COMEX gold contract up 0.66% to closed at $1682.2/oz. SHFE gold active contract up 0.22% to closed at 386.24 yuan/gram. Geopolitical conflict stimulated the demand of hedge instruments.

* Metals closed down mostly, LME aluminum down 1.89%, LME lead down 1.44%, LME copper down 1.28%, LME zinc down 0.94%, LME nickel up 0.56%. SHFE nickel down 1.72%, SHFE zinc down 0.53%, bonded copper down 0.52%, SHFE tin up 0.43%.

* Commodity futures closed up mostly. Energy & chemistry futures saw a strong performance, TSR 20 up 2.29%, soda ash up 2.26%, bitumen up 2.05%, methanol up 1.27%, natural rubber up 1.26%. Black series went up collectively, coking coal up 1.01%, hot-rolled coil up 0.92%. Agricultural products closed up mostly, No.2 soybeans up 1.6%, RBD palm olein up 1.58%, rapeseed oil up 1.53%, rapeseed meal up 0.92%..

 

 

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