DZ20221117

 

Financials

*China Jan-Oct fiscal revenue of cny 17.3397tn, falls 4.5% y/y and up 5.1% excluding tax rebates.

*PBoC Q3 China monetary policy execution report pointed out to use multiple monetary policy tools to maintain reasonable and abundant liquidity to ensure growth of monetary supply and social aggregate financing with appropriate liquidity environment created. “No flooding” will be insisted and potentials of rising inflation trend is highly valued with demand side change under watch and products price to maintain overall stable.

 

Industrial Economy

*CPCAAUTO: retail sales of passenger vehicles in the 2nd week of Nov of 278k units, down 12% y/y.

*Pilbara Minerals held a new round of bidding on lithium concentrates at 7804 usd per ton, up 7.6% vs Oct 24th and hit new high for record.

*NDRC issued report on development of digital economy which pointed out to treat data as key factor, promote deep integration of digital technique and real economy to enhance development of digital economy, which is expected to step into overall expansion stage by 2025 and digital industrial cluster with global competitiveness to be formed up.

 

Nov 16th Block Trade

*Block Trade Info

*Discount

- Yuancheng Environment Co. (603388 CH) saw 2 block trades worth 52mn at 10.98 yuan per share, 10.44 discount from last closing.

- Tianrun Dairy Co. (600419 CH）saw 4 block trades worth 28mn at 14.00 yuan per share, 9.27 discount from last closing.

- Toly Bread Co.(603866 CH）saw 18 block trades worth 88mn at 12.36 yuan per share, 9.38 discount from last closing.

- Semir Garment Co. (002536 CH) saw 2 block trades worth 36mn at 4.48 yuan per share, 10.22 discount from last closing.

- Proya Cosmetics Co.(603605 CH）saw 4 block trades worth 131mn at 158 yuan per share, 6.00 discount from last closing.

- Huiyu Pharmaceutical Co. (688553 CH）saw 6 block trades worth 66mn at 16.1 yuan per share, 18.77 discount from last closing.

 

*Flat

- Ming Yang Smart (601615 CH）saw 4 block trades worth 366mn at 25.92 yuan per share, 0.00 discount from last closing.

 

*Premium

- Ja Solar Tech Co. (002459 CH）saw 4 block trades worth 110mn at 61.5 yuan per share, 2.49 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 1.84% to closed at $85.32/b, January Brent contract down 1.26% to closed at $92.68/b. INE crude oil active contract down 0.84% to closed at 636.5 yuan/b.

* Precious metals closed up collectively. COMEX gold contract up 0.01% to closed at $1777/oz. SHFE gold active contract up 0.18% to closed at 406.94 yuan/gram.

* Metals closed down mostly, LME nickel down 11.05%, LME lead down 2.61%, LME zinc down 1.78%, LME copper down 1.47%, LME aluminum down 1.23%. SHFE nickel down 3.58%, SHFE tin down 2.02%, SHFE lead down 1.45%.

* Commodity futures closed down mostly. Energy & chemistry futures saw weak performance, glass down 2.9%, methanol down 2.35%, fuel oil down 2.06%, PVC down 1.27%. Black series closed down collectively, coking coal down 1.16%, hot-rolled coil down 1.08%, coke down 0.9%. Agricultural products closed down mostly, RBD palm olein down 2.45%, corn starch down 1.29%, No.2 soybeans down 0.97%.

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