DZ20221114

 

International Relationship

*President Xi Jinping will visit Bali, Indonesia during Nov. 14-17 in attendance of the G20 summit and to meet US's President Biden, confirmed by MoF. President Xi will also visit Thailand from Nov. 17-19 to attend APEC meetings.

 

Covid

*State Medias said optimization of covid control measures aims for scientific and precise control rather than easing, opening-up or "lying flat".

 

Financials

*CSDCC: China new investors in Oct of 802.9k, down 22.09% m/m.

*CSRC and SASAC issued notice to support issuance of tech innovation corporate bonds by central enterprises which pointed out to optimize mechanism of bond market in serving tech innovation, support infrastructure REITs in trial and encourage business investment of financial institutions, bond underwriting for securities companies for instance.

 

Industrial Economy

*PBoC and CBIRC jointly issued notice of financial supports on stable healthy development of real estate market which raised 16 detailed measures from 6 aspects, including building delivery, risk disposal of property firms in dilemma, protection of legitimate rights of consumers and financial supports of rental housing. Besides, property financing will be allowed for one more year extension if due in half year.

*Pre-sale funds of commercial housings in Shenzhen will be supervised by government instead of banks to promote healthy development of property market with related provision in seeking for public opinions.

 

Nov 11th Block Trade

*Block Trade Info

*Discount

- Maxscend Microelectronics Co. (300782 CH) saw 16 block trades worth 179mn at 97 yuan per share, 5.43 discount from last closing.

- Zhongnan Construction (000961 CH）saw 4 block trades worth 12mn at 2.06 yuan per share, 16.83 discount from last closing.

- Cnooc Ltd (600938 CH）saw 4 block trades worth 22mn at 16.16 yuan per share, 0.86 discount from last closing.

- Zhenhua E-Chem Inc. (688707 CH) saw 6 block trades worth 25mn at 51.61 yuan per share, 4.76 discount from last closing.

- Will Semiconductor Co. (603501 CH）saw 1 block trade worth 151mn at 75.63 yuan per share, 6.73 discount from last closing.

- Red Avenue New Materials (603650 CH）saw 3 block trades worth 52mn at 31.63 yuan per share, 6.36 discount from last closing.

- Jiangshan Agro Chemicals Co. (600389 CH）saw 5 block trades worth 46mn at 41.22 yuan per share, 8.85 discount from last closing.

 

*Premium

- Shangpin Home Collection Co.(300616 CH）saw 4 block trades worth 43mn at 20.27 yuan per share, 2.32 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 up collectively. December NYMEX contract up 2.76% to closed at $88.86/b, January Brent contract up 2.4% to closed at $95.92/b. INE crude oil active contract up 0.45% to closed at 676.8 yuan/b.

* Precious metals closed mixed. COMEX gold contract up 1.17% to closed at $1774.2/oz. SHFE gold active contract down 0.21% to closed at 406.96 yuan/gram.

* Metals closed up collectively, LME nickel up 5.98%, LME aluminum up 5.63%, LME zinc up 5.03%, LME tin up 4.31%, LME copper up 3.86%, LME lead up 2.93%. SHFE nickel up 1.67%, SHFE tin up 1.51%, SHFE aluminum up 1.28%, SHFE lead up 1.03%.

* Commodity futures closed mixed. Energy & chemistry futures saw strong performance, EG up 3.46%, PTA up 2.17%, fuel oil up 2.02%, EB up 1.66%, polyester staple fiber up 1.54%, PP up 1.36%. Black series closed up collectively, coking coal up 2.8%, coke up 2.72%, iron ore up 2.65%, steel rebar up 1.17%. Agricultural products closed up mostly, RBD palm olein up 2.26%, cotton up 1.06%, cotton yarn up 1.02%.

 

 

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