DZ20221223

Policy

* National Development and Reform Commission and National Energy Administration issued a joint statement that power users and new energy enterprises were encouraged to sign a green electricity trading contract for more than one year to lock the price and local governments should ensure a high proportion of market sign the contracts.
 

Financials

* Shanghai Stock Exchange proposed to take measures to strengthen protection for small and medium-sized investors, to promote a smooth transition of the real estate industry to a new development model, to facilitate the development of digital economy and platform enterprises, to improve the quality of listed companies in the three-year action plan, to optimize the connect mechanism, to attract high-quality overseas listed companies to issue CDRS in the Shanghai Stock Exchange, to strengthen ability to monitor and analyze risks.
 

Co Focus

* The stock of Swan Cotton recently hit abnormal fluctuations by 4 times, the stock will be suspended.

* Sentient Pharma's clinical trial progress of innovative drugs has uncertainties.

* Jianghuai Auto proposed to acquire some assets of Anhui Nio for 1.704 bn yuan.

* Xu Jiahui claimed that the customer flow of physical stores declined significantly, causing an adverse impact on operation in the short term.

* Cube Pharma's subsidiary proposed to increase capital from Huarun Runyao Health Tech.

* Haiyuan Composite proposed to invest in the new photovoltaic industrial base. The total investment of the first phase project is about 4.47 billion yuan, and the second phase project is about 3.55 billion yuan.

* Anelle claimed that application and market prospects of electron beam grafted modified fabrics remain to be further clarified, and the antiviral and antibacterial effects need to be tested by the market

* Tang Jun, actual controller of Paisheng Tech was sentenced to 20 years in prison and fined 51.5 million yuan.

* Staidson plans to raise no more than 580 million yuan for the new coronavirus drugs STSA-1002 and STSA-1005.

* Jilin Aodong estimated that children's Chaigui antipyretic oral liquid might achieve sales of 200 million yuan this year.

 

Dec 22nd Block Trade

*Block Trade Info

*Discount

- Zhongtai Securities Co. (600918 CH）saw 2 block trades worth 130mn at 5.76 yuan per share, 9.58 discount from last closing.

- Dawning Info Industry Co (603019 CH) saw 2 block trades worth 64mn at 21.49 yuan per share, 2.01 discount from last closing.

- TianYouDe Spirit Co. (002646 CH) saw 8 block trades worth 48mn at 13.7 yuan per share, 10.87 discount from last closing.

- Southern Power Grid Tech (688248 CH) saw 3 block trades worth 177mn at 46.15 yuan per share, 2.31 discount from last closing.

- Montage Tech Co.(688008 CH) saw 12 block trades worth 37mn at 60 yuan per share, 6.29 discount from last closing.

- Cosonic Intelligent Tech Co. (300793 CH) saw 2 block trades worth 72mn at 14.2 yuan per share, 14.97 discount from last closing.

*Flat

- Yowant Tech Co. (002291 CH) saw 4 block trades worth 42mn at 13.1 yuan per share, 0.00 discount from last closing.

- Montage Tech Co.(688008 CH) saw 12 block trades worth 37mn at 60 yuan per share, 6.29 discount 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. February NYMEX contract down 0.06% to closed at $78.24/b, March Brent contract up down 0.35% to closed at $82.29/b. INE crude oil active contract down 1.15% to closed at 542.1 yuan/b.

* Precious metals closed mixed. COMEX gold contract down 1.37 % to closed at $1800.4/oz. SHFE gold active contract down 1.05% to closed at 406.14 yuan/gram.

* Metals closed down mostly, LME zinc down 2.67%, LME copper down 1.62%, LME nickel down 0.88%, LME lead down 0.77%. SHFE nickel down 1.57%, bonded copper down 0.97%, SHFE zinc down 0.79%, SHFE lead up 0.35% on the contrast.

* Commodity futures closed down mostly. Energy & chemistry futures saw weak performance, MEG down over 2%, PP down nearly 2%. Black series closed down collectively, coke, coking coal and iron ore down over 2%. Agricultural products closed down mostly, RBD palm olein and soybean oil down over 1%.

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The report is issued by Orient Securities Co. LTD (Orient Securities) and Shanghai Orient Futures Co. LTD (Orient Futures) to institutional investors. Opinions expressed may differ from those of other divisions of Orient Securities, including Orient Securities Research Institute. Orient Securities may trade as principal in instruments identified herein and may accumulate/have accumulated a long or short position in instruments or derivatives thereof. Orient Securities has policies designed to negate conflicts of interest. This e-mail is not an official confirmation of terms and unless stated, is not a recommendation, offer or solicitation to buy or sell. Any prices or quotations contained herein are indicative only. Communications may be monitored.