DZ20221108
 

Macro

*Premier Li Keqiang published signed article on mainstream media in Cambodia that China will promote stable, healthy and sustainable development of economy with opening-up insisted and to be further expanded.

 

Industrial Economy

*Turnover of second-hand houses in Shanghai in Oct of 16k, extend downward trend since Aug with avg deal price hold flat m/m.

*Rumors saying new requirement will be lifted for offshore wind power construction, either 30km off shore or in depth of 30m, though local experts suggest no heard of such.

 

Co Focus

*Hikvision clarified rumors saying its breach of contracts during autumn recruitment and internal job cut as untrue.

 

Nov 7th Block Trade

*Block Trade Info

*Discount

- Zhongsheng Pharmaceutical Co. (002317 CH) saw 5 block trades worth 60mn at 23.41 yuan per share, 13.62 discount from last closing.

- SMIC (688981 CH）saw 5 block trades worth 157mn at 40.67 yuan per share, 2.3 discount from last closing.

- Offcn Education Tech (002607 CH) saw 3 block trades worth 75mn at 4.62 yuan per share, 7.97 discount from last closing.

- Yongguan Adhesive Products Corp. (603681 CH）saw 6 block trades worth 53mn at 22.17 yuan per share, 8.27 discount from last closing.

- Will Semiconductor Co. (603501 CH）saw 3 block trades worth 326mn at 77.56 yuan per share, 5.52 discount from last closing.

-Trina Solar Co. (688599 CH）saw 10 block trades worth 110mn at 70.93 yuan per share, 5.05 discount from last closing.

- Luxshare Precision Industry Co. (002475 CH）saw 6 block trades worth 58mn at 31.88 yuan per share, 1.57 discount from last closing.

*Premium

- Kweichow Moutai Co. (600519 CH）saw 2 block trades worth 116mn at 1511.55yuan per share, 0.29 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 collectively. December NYMEX contract down 0.8% to closed at $91.87/b, January Brent contract down 0.59% to closed at $97.99/b. INE crude oil active contract down 0.15% to closed at 714.9 yuan/b.

* Precious metals closed up collectively. COMEX gold contract up 0.11% to closed at $1678.5/oz. SHFE gold active contract up 0.51% to closed at 394.6 yuan/gram.

* Metals closed up mixed, LME lead up 2.4%, LME tin up 1.29%, LME copper down 1.85%, LME nickel down 1.81%. SHFE tin up 1.11%, SHFE aluminum up 0.44%, SHFE nickel down 1.20%, SHFE copper down 0.56%.

* Commodity futures closed mixed. Energy & chemistry futures saw mixed performance, natural rubber up 1.67%, TSR 20 up 1.31%, soda ash up 1.3%, LPG down 1.44%, LLDPE down 1.34%, PP down 1.27%, bleached softwood kraft pulp down 1.16%, methanol down 1.12%, PTA down 1.01%. Black series closed mixed, iron ore up 0.53%, steel rebar down 0.76%, hot-rolled coil down 0.77%. Agricultural products closed up mostly, soybean meal up 1.1%, cotton down 0.9%.

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.