DZ20221129

 

Industrial Economy

*CSRC decided to optimize 5 measures in supporting stable healthy development of property market from aspect of equity financing, including 1) resume M&A and supporting financing of property involved listed companies; 2) resume refinancing of listed property related companies; 3) optimize overseas listing regulations of property companies; 4) better play the role of REITs in revitalizing corporate assets; 5) play the function of private equity investment fund in trial on real estate.

*CAICT: Sept China domestic mobile phone delivery of 20.92mio units, down 2.4% y/y and 5G mobile phone account for 72.2%, down 0.1% y/y.

*CSRC and AMAC are in research of drafting detailed rules on filing of real estate oriented private equity investment fund which will be issued shortly, according to someone familiar with this matter.

 

Co Focus

*Tencent and Nio signed cooperation contract with in-depth cooperation to be carried forward in auto-driving maps, cloud and digital ecological society fields.

 

Nov 28th Block Trade

*Block Trade Info

*Discount

- Zijin Mining Group (601899 CH) saw 28 block trades worth 441mn at 8.58 yuan per share, 0.08 discount from last closing.

- Unigroup Guoxin Microelectronics Co. (002049 CH）saw 25 block trades worth 1157mn at 157.67 yuan per share, 2.1 discount from last closing.

- Zhuhai CosMX Battery Co. (688772 CH) saw 41 block trades worth 364mn at 20.01 yuan per share, 6.35 discount from last closing.

- C.Q.Pharmaceutical Holding Co. (000950 CH）saw 31 block trades worth 148mn at 4.78 yuan per share, 10.53 discount from last closing.

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

- Focus Media IT Co. (002027 CH）saw 7 block trades worth 253mn at 5.29 yuan per share, 0.28 discount from last closing.

 

*Flat

- Jolly Pharmaceutical Co. (300181 CH) saw 3 block trades worth 16mn at 10.24 yuan per share, 0.00 discount from last closing.

 

*Premium

- Zijin Mining Group (601899 CH) saw 28 block trades worth 441mn at 8.58 yuan per share, 0.08 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 mostly. January NYMEX contract up 0.34% to closed at $76.54/b, February Brent contract down 0.53% to closed at $83.27/b. INE crude oil active contract up 1.80% to closed at 570.8 yuan/b.

* Precious metals closed down collectively. COMEX gold contract down 0.78% to closed at $1740.3/oz. SHFE gold active contract down 0.21% to closed at 406.98 yuan/gram.

* Metals closed up mostly, LME zinc up 0.8%, LME nickel up 0.72%, LME tin up 0.54%, LME copper down 0.35%. SHFE tin up 1.61%, SHFE zinc up 1.42%, SHFE aluminum up 1.20%.

* Commodity futures closed mixed. Energy & chemistry futures closed down mostly, fuel oil down 1.16%, PVC down 1.1%, EB down 0.97%, bleached softwood kraft pulp down 0.94%. Black series closed up collectively, iron ore up 3.19%, coking coal up 3.13%, coke up 2.5%, steel rebar up 1.26%, hot-rolled coil up 1.17%. Agricultural products closed mixed, RBD palm olein up 1.56%, rapeseed meal up 1.22%.



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