DZ20230206

 

Industrial Economy

*CPCAAUTO： Estimated NEV wholesale in Jan of 410k units, down 45% m/m and hold flat vs last year. It is expected that NEV sales in Feb to see large growth both y/y and m/m for declining price of carbonate lithium and active slowing production in Jan.

*MIIT and 7 other departments jointly issued notice in promoting overall electrification of vehicles in public domain nationwide in trial from 2023 to 2025.

*National Healthcare Security Administration said to add assisted reproductive technology into coverage of medical insurance step by step with treatment service of infertility encouraged to be provided.

*Wuxi city issued provision in promoting development of internet-connected vehicles which to be officially implemented from March 1st as the first local regulation in supporting commercial operation of automatic driving.

*According to industry insiders, an internal document from Apple Inc. shows that the company launched a promotion starting February 5th, in which all versions of the iPhone 14 Pro series receive a discount of 700 RMB, starting at a sale price of only 7299 RMB. The promotion will end on April 1st and will cover almost all authorized stores, Shanghai Securities Journal reported.

 

Co Focus

*Goertek (002241 CH) responded to report suggesting its production resumption of AirPodsPro2 that company has yet receive solid information regarding production suspension with uncertainties remain.

 

Data

*CASS issued report suggesting estimated GDP growth of China in 2023 by around 5%, with growth of 3.4%, 7.2%, 4.2% and 5.2% y/y to be realized in 4 quarters respectively.

 

*Feb 3rd Block Trade

*Block Trade Info

*Discount

- Eazytec Co. (688258 CH）saw 5 block trades worth 17mn at 41.88 yuan per share, 13.81 discount from last closing.

- Yunnan Tourism Co. (002059 CH) saw 1 block trade worth 14mn at 7.05 yuan per share, 1.95 discount from last closing.

- Salt Lake Industry Co. (000792 CH) saw 2 block trades worth 108mn at 25.1 yuan per share, 0.04 discount from last closing.

- Wingtech Tech (600745 CH) saw 4 block trades worth 85mn at 56.65 yuan per share, 5.24 discount from last closing.

- Visual China Group Co. (000681 CH）saw 2 block trades worth 66mn at 16.43 yuan per share, 4.59 discount from last closing.

 

*Flat

- Chacha Food Co. (002557 CH) saw 2 block trades worth 42mn at 45.91 yuan per share, 0.00 discount from last closing.

- Midea Group Co. (000333 CH) saw 1 block trade worth 72mn at 53.31 yuan per share, 0.00 discount from last closing.

- Mindray Bio-Medical Electronics Co. (300760 CH) saw 2 block trades worth 42mn at 325.52 yuan per share, 0.00 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. March NYMEX crude oil contract down 3.49% to closed at $73.23/b, April Brent contract down 2.91% to closed at $79.78/b. INE crude oil active contract down 2.54% to 518.5 yuan/b.

* Precious metals closed down collectively. COMEX gold contract down 2.75% to closed at $1877.7/oz. SHFE gold active contract down 1.94% to closed at 413.12 yuan/gram.

* Metals closed down mostly, LME zinc down 4.95%, LME tin down 4.69%, LME nickel down 4.46%, LME aluminium down 1.95%, LME copper down 1.4%, LME lead down 1.38%. SHFE tin down 2.88%, SHFE zinc down 2.61%, SHFE nickel down 1.95%.

* Commodity futures closed up mostly, energy & chemistry futures saw strong performance, LPG up 3.59%, PTA up 1.57%, PVC up 1.03%. Black series went up collectively, hot-rolled coil up 1.5%, steel rebar up 1.04%, iron ore up 1%. Agriculture futures went up mostly, rapeseed meal up 2%, RBD palm olein up 1.85%, soybean meal up 1.29%.

 

 

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