DZ20221130

 

Covid

*The Joint Prevention and Control Mechanism of the State Council held press conference after market close on Nov 29th and said in response to policy reconsideration of covid control that government kept researching, summarizing and adjusting as prevention and control been carried forward.

 

Industrial Economy

*China Civil Aviation issued production approval license of C919 to COMAC.

*NDRC said to promote stable supply of coal and power nationwide with large wind power and PV base stations to be constructed in desertification areas along upper reach of the yellow river.

*Beijing city completed the 4th round of land supply for commercial housings in 2022 with 6 lands traded at around cny 13.5bn.

*The 2nd round of centralized procurement of tissue coronary stent announced bidding result on Nov 29th and saw avg price bid at 770yuan, up 10% vs year 2020. Microport, Lepu Medical and Blue Sail Medical to account for over 60% market shares after.
 

Co Focus

*Hubei Fuxing Science and Technology Co.,Ltd (000926 CH) announced plan of private placement for development of real estate projects, the first after policy easing on equity financing of listed developers.

 

Nov 29th Block Trade

*Block Trade Info

*Discount

- Zhuhai Battery Co. (688772 CH) saw 3 block trades worth 22mn at 21.57 yuan per share, 4.98 discount from last closing.

- Jones Tech Plc (300684 CH）saw 3 block trades worth 22mn at 15.94 yuan per share, 1.48 discount from last closing.

- Asia—Potash International (000893 CH) saw 4 block trades worth 55mn at 25.27 yuan per share, 9.12 discount from last closing.

- Xinhua Pharmaceutical Co. (000756 CH）saw 4 block trades worth 18mn at 19.9 yuan per share, 12.33 discount from last closing.

- Weixing New Building Materials (002372 CH）saw 7 block trades worth 117mn at 20.6 yuan per share, 9.53 discount from last closing.

- Sunmoon Microelectronics Co. (688699 CH）saw 4 block trades worth 27mn at 45.28 yuan per share, 22.04 discount from last closing.

 

*Flat

- S.F. Holding Co. (002352 CH）saw 3 block trades worth 66mn at 53 yuan per share, 0.00 discount from last closing.

- Ningbo Shanshan Co.(600884 CH）saw 6 block trades worth 227mn at 19.08 yuan per share, 0.00 discount from last closing.



*Margin Trade

Total Margin Balance

1.4661 trillion

Total Short Selling Balance

100.7 billion

SH Margin Balance

0.7738 trillion

SH Short Selling Balance

63.3 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

600519

457mio

601916

21.92mio

601398

256mio

601788

4.48mio

600536

218mio

600010

3.98mio

600809

201mio

600744

2.72mio

600522

197mio

688223

1.94mio

SZ Margin Balance

0.6923 trillion

SZ Short Selling Balance

37.5 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

000001

208mio

000100

59.67mio

000858

181mio

002948

3.62mio

002317

177mio

002689

3.5mio

002966

101mio

000002

2.31mio

000032

91mio

300059

1.85mio

 

*Connection Trade

 

SH-HK Connection (bn cny)

SZ-HK Connection (bn cny)

Northbound Net Cash Flow

+5.8

Northbound Net Cash Flow

+4.0

Southbound Net Cash Flow

+1.6

Southbound Net Cash Flow

-2.7

Top 5 Northbound Inflow

Top 5 Northbound Outflow

Name

Market Value (mio cny)

‰ out of ttl share outstanding

Name

Market Value (mio cny)

‰ out of ttl share outstanding

600519

1393

0.73

002812

547

5.7

601318

505

1.13

600048

241

1.23

603259

488

2.51

605117

209

6.76

000858

438

0.76

001979

198

1.71

002271

433

6.8

000568

185

0.73

 

*Index Futures

 

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2212

130,759

9,775

88,974

1,100

101,814

-870

IF2303

29,728

2,328

34,043

92

40,993

-500

IF2306

9,741

2,376

13,025

295

17,271

491

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2212

101,356

6,979

62,836

812

78,018

-3,804

IH2303

22,968

-578

20,579

518

26,136

1,543

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2212

108,272

10,954

128,005

-5,306

127,067

-3,802

IC2303

24,166

991

81,361

-296

76,619

-250

IC2306

9,494

-1,844

41,577

77

42,019

740

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2212

61,785

-1,300

43,010

-645

45,757

-698

IM2303

15,800

444

26,965

-319

29,305

108

IM2306

5,538

-1,521

14,332

-329

16,690

-292

 

*Index Options

 

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2212

200336

10910

76381

-2879

80277

-4678

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2212

88639

5790

31701

-406

37037

-1045

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2212

47,536

45,417

711

-14,237

711

-14,358

TS2303

82,728

-22,126

29,000

-414

33,012

-541

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2212

69,660

63,005

2,411

-13,345

2,411

-20,842

TF2303

181,556

65,679

79,026

6,630

84,770

4,595

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2212

106,055

92,874

6,872

-23,227

6,872

-33,531

T2303

250,400

108,464

132,379

10,303

138,345

10,152

 

*Night Session Commodities Market (As of 02:30 am)

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Nickel

NI2301

199,230.0

+2.86%

60,943

71,884

Low Sulfur Fuel Oil

LU2302

4,379.0

+1.72%

53,735

45,803

RBD Palm Olein

P2301

8,544.0

+1.57%

267,259

333,877

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Glass

FG301

1,389.0

-1.63%

336,046

681,867

Corn

C2301

2,889.0

-1.16%

154,198

422,065

Ethenylbenzene

EB2301

7,588.0

-0.86%

92,619

166,936

 

Commodities (night session):

* Global crude oil price closed up collectively. January NYMEX contract up 2.16% to closed at $78.91/b, February Brent contract up 1.26% to closed at $84.95/b. INE crude oil active contract up 0.80% to closed at 568.4 yuan/b.

* Precious metals closed mixed. COMEX gold contract up 0.46% to closed at $1748.3/oz. SHFE gold active contract down 0.57% to closed at 404.98 yuan/gram.

* Metals closed up mostly, LME nickel up 5.07%, LME copper up 1.07%, LME lead up 1.02%, LME tin up 1.01%. SHFE nickel up 2.86%, SHFE tin up 0.76%, SHFE lead up 0.61%, SHFE zinc down 0.77%.

* Commodity futures closed mixed. Energy & chemistry futures saw mixed performance, fuel oil up 1.39%, glass down 1.63%. Black series closed mixed, coking coal up 0.8%, steel rebar down 0.58%. Agricultural products closed up mostly, RBD palm olein up 1.57%, soybean oil up 1.55%, No.2 soybeans up 1.08%, rapeseed oil up 0.92%.



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