DZ20221025

 

Industrial Economy

*CPCAAUTO: estimated retail sales of passenger vehicles in Oct around 1.9mio, up 11.4% y/y and NEV contributes around 550k units, up 73.5% y/y in penetration of 28.8%.

*National Energy Administration: China accumulated power installment capacity around 2.48bn kWh as of end-Sept, up 8.1% y/y. Wind power accounts for 350mio kWh, up 16.9% y/y and solar power accounts for 360mio kWh, up 28.8% y/y.

*MoF, Ministry of Housing and MIIT jointly issued notice of government support on purchase of green construction materials which will be pushed forward from Nov 2022.

*General Administration of Sport of China and 3 other departments jointly issued reform and development plan of Chinese women football 2022-2035 and China will actively apply for host of 2031 women football world cup.

 

Co Focus

*Tencent clarified rumors saying stake purchase by China Mobile as untrue.

 

Oct 25th Block Trade

*Block Trade Info

*Discount

- Montage Tech (688008 CH) saw 10 block trades worth 35mn at 46.48yuan per share, 6.5 discount from last closing.

- United IT Co. (603613 CH）saw 2 block trades worth 31mn at 122.22 yuan per share, 1.08 discount from last closing.

- Fudan Microelectronics (688385 CH）saw 8 block trades worth 263mn at 81.89 yuan per share, 16.44 discount from last closing.

- Guoli Electronic Tech (688103 CH）saw 6 block trades worth 55mn at 62.04 yuan per share, 7.04 discount from last closing.

- GCL Energy Tech (002015 CH）saw 5 block trades worth 160mn at 13.97 yuan per share, 0.77 discount from last closing.

 

*Flat

- Navinfo Co. (002405 CH）saw 1 block trade worth 75mn at 11.92 yuan per share, 0.00 discount from last closing.

- Kweichow Moutai Co.(600519 CH）saw 1 block trade worth 55mn at 1500 yuan per share, 0.09 discount from last closing.

 

*Premium

- Kelun Pharmaceutical Co. (002422 CH）saw 1 block trade worth 80mn at 24.9 yuan per share, 0.04 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 mixed. December NYMEX contract down 0.19% to closed at $84.89/b, December Brent contract up 0.02% to closed at $93.52/b. INE crude oil active contract down 0.04% to 669.7 yuan/b.

* Precious metals closed mixed. COMEX gold contract down 0.13% to closed at $1654.1/oz. SHFE gold active contract up 0.65% to closed at 392.94 yuan/gram.

* Metals closed up mostly, LME nickel up 1.83%, LME zinc up 1.59%, LME aluminum down 1.31%, LME copper down 0.68%. SHFE nickel up 1.67%, SHFE tin up 0.83%, SHFE copper up 0.43%, SHFE zinc down 0.41%.

* Commodity futures closed down mostly. Energy & chemistry futures saw a weak performance, glass down 2.27%, soda ash down 2.18%, polyester staple fiber down 1.49%, PTA down 1.23%, methanol down 1.17%, PVC down 1.12%. Black series closed down collectively, coking coal down 1.44%, steel rebar down 1.4%, hot-rolled coil down 0.96%. Agricultural products closed down collectively, corn starch down 1.69%, cotton down 1.54%, No.2 soybeans down 1.28%, rapeseed oil down 0.91%, rapeseed meal down 0.9%.

 

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