DZ20230119

 

Industrial Economy

*CPCAAUTO: retail sales of passenger vehicle during Jan 1st to 15th of 719k units, down 21% y/y and down 11% m/m with retail sales of NEV reached 184k units, up 20% y/y and down 33% m/m.

*MIIT said to research and formulates measures in promoting scale development of industrial internet with both domestic and overseas resources to be utilized. Following supporting policies on NEV to be clarified with green development roadmap of auto industry to be formulated and smart internet-connected vehicle access in trial to be carried forward. Supply of key raw materials and parts of NEV to be ensured.

*Covid oral medicine Azvudine is officially added in medical insurance list for 11.58yuan per pill after negotiation.

*National Health Insurance Administration said 111 drugs in treatment of chronic diseases, tumor, anti-infections, rare diseases and covid are added in the medical insurance list, which to take effect after March 1st.

*National department of agriculture and rural affairs emphasized to maintain whole-year grain output above 0.65tn kilos with output expansion promoted on soybean oil by over 6.6bn square meters.

 

Jan 18th Block Trade

*Block Trade Info

*Discount

- Zotye Auto(000980 CH) saw 4 block trades worth 165mn at 4.13 yuan per share, 5.06 discount from last closing.

- Apptec(603259 CH) saw 10 block trades worth 516mn at 90.50 yuan per share, 4.47 discount from last closing.

- C*Core Tech(688262 CH) saw 3 block trades worth 46mn at 41.79 yuan per share, 20.33 discount from last closing.

- Zheshang Bank(601916 CH) saw 2 block trades worth 564mn at 2.65 yuan per share, 10.47 discount from last closing.

- Amlogic(688099 CH) saw 12 block trades worth 480mn at 71.81 yuan per share, 7.99 discount from last closing.

- Cnano Tech(688116 CH) saw 11 block trades worth 96mn at 72.60 yuan per share, 8.04 discount from last closing.

- Ja Solar Tech(002459 CH) saw 6 block trades worth 78mn at 65.19 yuan per share, 1.00 discount from last closing.

 

*Margin Trade

Total Margin Balance

1.4387 trillion

Total Short Selling Balance

93.9 billion

SH Margin Balance

0.7566 trillion

SH Short Selling Balance

58.9 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

600887

219mio

600276

1.77mio

601166

111mio

600919

1.61mio

601689

79mio

600016

0.99mio

600522

57mio

601099

0.97mio

600536

55mio

600095

0.78mio

SZ Margin Balance

0.6821 trillion

SZ Short Selling Balance

35.0 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

002560

135mio

300027

10.11mio

000538

79mio

002500

9.54mio

000032

58mio

002555

1.68mio

002714

56mio

002195

1.13mio

002594

51mio

000100

1.12mio

 

*Connection Trade

 

SH-HK Connection (bn cny)

SZ-HK Connection (bn cny)

Northbound Net Cash Flow

+1.99

Northbound Net Cash Flow

+2.75

Southbound Net Cash Flow

+0.54

Southbound Net Cash Flow

+0.59

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

300750

396

0.43

601012

453

1.35

002459

378

2.48

002352

173

0.59

601899

295

1.28

000002

159

0.87

601888

193

0.43

300769

124

3.18

000725

184

1.30

600570

124

1.49

 

*Index Futures

 

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2301

60,192

-4,034

30,552

-8,122

32,455

-8,787

IF2302

25,007

3,052

25,622

4,890

28,700

5,552

IF2303

27,652

-1,351

65,681

1,685

77,468

2,327

IF2306

8,282

-1,765

32,002

967

43,842

1,026

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2301

47,911

-2,899

21,542

-6,633

23,907

-7,087

IH2302

18,181

3,365

16,497

2,985

20,444

3,749

IH2303

23,179

124

36,339

1,611

50,828

2,360

IH2306

7,128

-165

16,112

644

21,563

779

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2301

54,797

2,550

29,707

-9,387

29,367

-9,044

IC2302

29,471

11,036

39,148

8,705

36,319

8,137

IC2303

21,944

3,305

95,882

768

94,921

1,215

IC2306

9,875

2,621

80,129

-75

89,843

255

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2301

28,367

-1,014

15,255

-3,878

15,541

-4,106

IM2302

15,941

4,568

17,423

3,511

18,043

4,104

IM2303

15,485

2,159

37,328

1,662

39,285

1,781

IM2306

7,752

1,582

31,609

836

40,371

418

 

*Index Options

 

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2301

92131

-2443

46683

-2065

50808

-1621

IO2302

35519

-149

37444

3827

37226

3741

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2301

55377

-14302

20628

-1106

23258

-1029

SSE50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2301

46562

1182

18461

244

23110

190

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2303

80,934

17,950

36,468

-233

39,742

262

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2303

86,758

-619

82,643

-769

84,074

-1,262

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2303

97,774

15,529

140,165

4,302

133,567

2,838

T2306

18,098

8,263

17,731

1,861

19,309

1,352

 

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

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

LPG

PG2303

4,739.0

+3.68%

46,281

82,660

Glass

FG305

1,743.0

+2.71%

325,272

800,264

Bitumen

BU2306

3899.0

+2.71%

79,891

349,279

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Silver

AG2306

5,208.0

-1.87%

687,257

477,044

Rapeseed Meal

RM305

3,225.0

-0.86%

248,728

547,526

Crude Oil

SC2303

554.4

-0.79%

67,084

30,095

 

Commodities (night session):

* Global crude oil closed down collectively. February NYMEX contract down 1.3% to closed at $79.14/b, March Brent contract down 1.63% to closed at $84.52/b. INE crude oil active contract down 0.79% to closed at 554.4 yuan/b.

* Precious metals closed mixed. COMEX gold contract down 0.19% to closed at $1906.3/oz. SHFE gold active contract down 0.26% to closed at 418.34 yuan/gram.

* Metals closed up mostly. LME nickel up 5.56%, LME zinc up 2.58%, LME tin up 1.18%, LME lead down 2.36% on the contrast. SHFE nickel up 2.46%, SHFE tin up 2.35%, SHFE aluminum up 1.25%, SHFE lead down 0.49% on the contrast.

* Commodity futures closed up collectively. Energy & chemistry futures saw strong performance, LPG up 3.68%, bitumen up 2.71%, glass up 2.71%, fuel oil up 2.62%, PTA up 1.59%, PVC up 1.45%. Black series closed up collectively, iron ore up 1.43%. Agricultural products closed up mostly, RBD palm olein up 1.48%, cotton up 1.47%, soybean oil up 1.27%.

 

 

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