DZ20221014

 

Covid

*National Health Commission said to insist general covid-control strategy in prevention of external imports and domestic rebound as well as dynamic covid-zero.

 

Financials

*PBoC said to promote issuance and revision of a batch of financial legislation projects including Financial Stability Law.

 

Industrial Economy

*National Energy Administration disclosed data showing social power consumption in Jan-Sept of 6.49tn kWh, up 4% y/y and in Sept of 709.2bn kWh, up 0.9%, mainly dragged down by consumption in tertiary industry, which down 4.6% y/y.

 

Co Focus

*Fuyao Glass (600660 CH) clarified rumors suggesting its entry into food industry as untrue.

 

Market

*According to incomplete statistics that around a thousand of private funds and their staffs have subscribed self-owned products since Sept in total amount of cny 5bn.

 

Oct 13th Block Trade

*Block Trade Info

*Discount

- Enpower Electric Co.(300681 CH) saw 2 block trades worth 148mn at 38.64 yuan per share, 19.7 discount from last closing.

- Develop Advanced Manufacturing Co.(688377 CH）saw 3 block trades worth 49mn at 30.02 yuan per share, 25.12 discount from last closing.

- Haitian Flavouring and Food (603288 CH) saw 4 block trades worth 70mn at 67.95 yuan per share, 9.82 discount from last closing.

- Huahai Pharmaceutical (600521 CH) saw 1 block trade worth 80mn at 16.1 yuan per share, 12.12 discount from last closing.

- S.C New Energy Tech(300724 CH) saw 6 block trades worth 204mn at 107.47 yuan per share, 10.74 discount from last closing.

- King Explorer (002917 CH）saw 5 block trades worth 33mn at 9.35 yuan per share, 14.06 discount from last closing.

 

*Flat

- Yizumi Precision (300415 CH) saw 2 block trade worth 89mn at 19.84 yuan per share, 0.00 discount from last closing.

- Oriental Yuhong (002271 CH）saw 10 block trades worth 74mn at 24.8 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 closed up collectively. November NYMEX contract up 2.25% to closed at $89.23/b, December Brent contract up 2.44% to closed at $94.71/b.

* Precious metals closed down collectively. COMEX gold contract down 0.27% to closed at $1672.9/oz. SHFE gold active contract down 0.10% to closed at 392.70 yuan/gram.

* Metals closed up collectively, LME aluminum up 2.04%, LME tin up 1.69%, LME copper up 1.27%, LME zinc up 1.13%. SHFE nickel up 1.16%, SHFE aluminum up 1.01%, SHFE copper up 0.72%.

* Commodity futures closed down mostly. Energy & chemistry futures saw a weak performance, LPG down 1.75%, TSR20 down 1.73%, bleached softwood kraft pulp down 1.52%, PP down 1.51%, fuel oil down 1.31%, LLDPE down 1.3%. Black series closed down mostly, iron ore down 1.42%. Agricultural products closed mixed, soybean meal up 0.95%, RBD palm olein down 1.17%.

 

Download PDF


 

DISCLAIMER

The report is issued by Orient Securities Co. LTD (Orient Securities) and Shanghai Orient Futures Co. LTD (Orient Futures) to institutional investors. Opinions expressed may differ from those of other divisions of Orient Securities, including Orient Securities Research Institute. Orient Securities may trade as principal in instruments identified herein and may accumulate/have accumulated a long or short position in instruments or derivatives thereof. Orient Securities has policies designed to negate conflicts of interest. This e-mail is not an official confirmation of terms and unless stated, is not a recommendation, offer or solicitation to buy or sell. Any prices or quotations contained herein are indicative only. Communications may be monitored.