DZ20221201

 

Financials

*Offshore yuan against U.S. dollar jumped to 7.0653 around 20:16 local time on Nov 30th.

Covid

*Several districts in Guangzhou city announced to adjust covid-control policy and lifted lock-down city wide with no general nucleic acid testing to be carried forward.

 

Industrial Economy

*NDRC suggests stepping up financial supports on coal power companies with effective measures to be adopted to alleviate actual difficulties. Special re-financing monetary policy tools to be fully utilized with low-cost liquid loan supports to be provided. Current coal supply is generally in good condition with coal balance remains at historical high level around 175mio ton.

*Rumors saying purchase tax deduction of passenger vehicles and NEV subsidy to extend in 2023, though person in charge in CAAM and CPCA said no heard of such matters.

*NMPA issued the prohibition list of online drug sales with vaccines, blood products, anesthetic drugs, psychotropic substances and Chinese medicinal granula included in, to take effect from Dec 1st 2022.

 

* Nov 30th Block Trade Info

*Discount

- Zhuhai CosMX Battery Co. (688772 CH）saw 3 block trades worth 17mn at 21.57 yuan per share, 3.75 discount from last closing.

- Bioeasy Biotechnology Co. (300942 CH) saw 3 block trades worth 31mn at 19.47 yuan per share, 14.98 discount from last closing.

- Sanlian Hope Co. (300384 CH）saw 6 block trades worth 53mn at 15.3 yuan per share, 4.32 discount from last closing.

- Risesun Real Estate Co. (002146 CH）saw 2 block trades worth 16mn at 2.34 yuan per share, 9.65 discount from last closing.

- Long Yuan Construction Co. (600491 CH）saw 2 block trades worth 53mn at 5.75 yuan per share, 10.58 discount from last closing.

- Kangtai Biological Products Co. (300601 CH）saw 3 block trades worth 69mn at 28.12 yuan per share, 18.26 discount from last closing.

- Fudan Microelectronics Co. (688385 CH）saw 6 block trades worth 104mn at 69.16 yuan per share, 9.20 discount from last closing.

 

*Margin Trade

 

*Connection Trade

 

 

*Index Options

 

 

*Treasury Futures

 

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

 

Commodities (night session):

* Global crude oil price closed up collectively. January NYMEX contract up 2.93% to closed at $80.49/b, February Brent contract up 2.98% to closed at $86.76/b. INE crude oil active contract up 1.56% to closed at 580.6 yuan/b.

* Precious metals closed mixed. COMEX gold contract up 1.09% to closed at $1782.9/oz. SHFE gold active contract down 0.96% to closed at 401.96 yuan/gram.

* Metals closed up mostly, LME aluminum up 4.69%, LME zinc up 3.41%, LME copper up 3.08%, LME lead up 2.08%, LME nickel down 0.21%. SHFE zinc up 1.97%, SHFE aluminum up 1.62%, bonded copper up 1.37%, SHFE nickel up 1.29%, SHFE copper up 1.16%.

* Commodity futures closed up mostly. Energy & chemistry futures saw strong performance, EB up 2.88%, LPG up 2.52%, TSR 20 up 2.24%, natural rubber up 1.49%, soda ash up 1.3%, bitumen up 1.1%. Black series closed up mostly, hot-rolled coil up 0.83%. Agricultural products closed up slightly, No.2 soybeans up 0.73%, soybean meal up 0.72%.

 

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