DZ20221019

 

Financials

*The phase 5 USD fund of Vertex Venture saw scale over usd 500mio and 90% will be invested in China, according to China Securities Journal.

 

Industrial Economy

*MIIT said to promote high-quality development of PV with fusion innovation and to enhance public service security as well as deepen international cooperation

*Shanxi province vows to ensure national energy safety and coal supply. Data shows coal production in Shanxi in Jan-Sept of 977mio ton, up 10.5% y/y with 92.35bn KWh power delivered, up 12.7% y/y.

*Several property firms are pushing forward 2nd round of credit enhanced bond financing, Seazen holding for instance, to issue cny 1.5bn.

 

Oct 17th Block Trade

*Block Trade Info

*Discount

- Jonjee Hi-Tech (600872 CH) saw 3 block trades worth 314mn at 28.4 yuan per share, 9.9 discount from last closing.

- Montage Technology Co. (688008 CH) saw 10 block trades worth 34mn at 45.23 yuan per share, 3.52 discount from last closing.

- Kede Numerical Control (688305 CH）saw 3 block trades worth 18mn at 92.34 yuan per share, 1.97 discount from last closing.

- Haitian Flavouring and Food (603288 CH）saw 2 block trades worth 19mn at 71.55 yuan per share, 5.51 discount from last closing.

 

*Flat

- Zijin Mining Group (601899 CH) saw 2 block trades worth 25mn at 8 yuan per share, 0.00 discount from last closing.

- Cofco Capital Holdings (002423 CH）saw 1 block trade worth 120mn at 6.33 yuan per share, 0.00 discount from last closing.

- Sanan Optoelectronics(600703 CH）saw 2 block trades worth 27mn at 18.51 yuan per share, 0.00 discount from last closing.

- Hanrui Cobalt (300618 CH）saw 3 block trades worth 21mn at 45.05 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 down collectively. November NYMEX contract down 2.02% to closed at $82.82/b, December Brent contract down 0.94% to closed at $90.76/b. INE crude oil active contract down 1.95% to 658.8 yuan/b. Oil prices went down due to lower demand expectation and increase of US supply.

* Precious metals closed down collectively. COMEX gold contract down 0.39% to closed at $ 1657.5/oz. SHFE gold active contract down 0.08% to closed at 390.98 yuan/gram.

* Metals closed mixed. LME aluminum down 2.2%, LME copper down 1.52%, LME nickel up 1.25%, LME zinc up 0.61%. Bonded copper down 1.23%, SHFE copper down 1.07%, SHFE nickel up 1.55%.

* Commodity futures closed down mostly. Energy & chemistry futures saw a weak performance, EB down 1.79%, polyester staple fiber down 1.16%, MEG down 1.14%, PTA down 0.92%. Black series closed mixed, iron ore up 0.15%, hot-rolled coil up 0.11%, coking coal down 0.15%. Agricultural products went down mostly, cotton yarn down 1.85%, soybean meal down 1.49%, No.2 soybeans down 1.45%, cotton down 1.36%, rapeseed meal down 1.14%.
 

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