DZ20230207
Policy
*The State Council issued outline in promoting China as powerhouse with quality which overall quality level to be improved by 2025 and to gradually enhance influence of Chinese brands with a batch of qualified brands with distinct advantages to be cultivated. High quality education system to be built up, development of basic public education and professional education will be promoted. New ecology of online sales and livestream e-commerce will be under regulated development.
Industrial Economy
*SASAC emphasized to expand effective investment in major engineering constructions and areas of weakness, new infrastructure, new-type urbanization, transportation and water projects for instance. Advantage resources will be collected to tackle key problems in key material, core component and basic software fields with guidance of structural adjustment to be formulated for development of strategic emerging industries. Layout in military, food, energy and key network fields was emphasized.
*Beijing is in research of constructing data special district with related documents been issued, according to someone familiar with this matter.
*Feb 6th Block Trade
*Block Trade Info
*Discount
-Zhejiang Construction (002761 CH)saw 8 block trades worth 53mn at 19.71-22.68 yuan per share, 0.4-13.44 discount from last closing.
- Yusys Tech (300674 CH) saw 1 block trade worth 33mn at 16.74 yuan per share, 1.01 discount from last closing.
- Salt Lake (000792 CH) saw 1 block trades worth 96mn at 25.02 yuan per share, 0.36 discount from last closing.
- Tong-Da Cable Co. (002560 CH) saw 2 block trades worth 67mn at 10.38 yuan per share, 10.79 discount from last closing.
- Shanghai Electric Power Co. (600021 CH)saw 3 block trades worth 133mn at 10.25 yuan per share, 2.01 discount from last closing.
- Great Power Energy and Tech (300438 CH) saw 1 block trade worth 56mn at 58.36 yuan per share, 21.38 discount from last closing.
*Flat
- Everwin Precision Tech Co.(300115 CH) saw 1 block trade worth 49mn at 13.28 yuan per share, 0.00 discount from last closing.
- Hualian Department Store Co.(000882 CH) saw 2 block trades worth 138mn at 1.81 yuan per share, 0.00 discount from last closing.
*Margin Trade
Total Margin Balance |
1.4641 trillion |
Total Short Selling Balance |
93.6 billion |
SH Margin Balance |
0.7713 trillion |
SH Short Selling Balance |
58.5 billion |
Top Five Margin Trade Net Bought (in CNY) |
Top Five Short Selling Net Sold (in shares) |
||
601318 |
195mio |
600029 |
15mio |
600887 |
157mio |
600919 |
2.37mio |
688111 |
143mio |
688567 |
1.6mio |
600030 |
108mio |
600839 |
1.13mio |
600900 |
106mio |
601390 |
1.06mio |
SZ Margin Balance |
0.6929 trillion |
SZ Short Selling Balance |
35.1 billion |
Top Five Margin Trade Net Bought (in CNY) |
Top Five Short Selling Net Sold (in shares) |
||
300750 |
145mio |
300366 |
2.12mio |
300059 |
137mio |
000750 |
1.41mio |
000333 |
132mio |
300059 |
1.25mio |
300418 |
115mio |
002197 |
1.16mio |
002129 |
93mio |
002241 |
1.00mio |
*Connection Trade
SH-HK Connection (bn cny) |
SZ-HK Connection (bn cny) |
||||
Northbound Net Cash Flow |
-4.3 |
Northbound Net Cash Flow |
+0.086 |
||
Southbound Net Cash Flow |
-0.6 |
Southbound Net Cash Flow |
-0.015 |
||
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 |
793 |
0.81 |
600519 |
529 |
0.23 |
300124 |
360 |
2.18 |
600522 |
375 |
6.85 |
300059 |
304 |
1.21 |
002714 |
272 |
1.49 |
600570 |
268 |
2.99 |
601166 |
249 |
0.69 |
002241 |
248 |
4.09 |
600438 |
200 |
1.06 |
*Index Futures
Position of Top 20 members (Unit lots) |
||||||
CSI 300 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
IF2302 |
85,000 |
-6,466 |
45,714 |
-3,205 |
49,010 |
-3,905 |
IF2303 |
48,355 |
645 |
59,045 |
-3,376 |
71,321 |
-3,781 |
IF2306 |
15,719 |
-894 |
35,961 |
-529 |
46,418 |
-552 |
SSE 50 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
IH2302 |
64,504 |
-1,354 |
33,740 |
1,077 |
38,204 |
813 |
IH2303 |
35,003 |
761 |
35,950 |
-2,713 |
47,954 |
-2,601 |
IH2306 |
9,989 |
-2,268 |
16,114 |
-1,116 |
20,949 |
-1,120 |
CSI 500 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
IC2302 |
60,183 |
-7,702 |
50,787 |
-2,314 |
48,488 |
-2,177 |
IC2303 |
31,311 |
-1,224 |
91,239 |
-314 |
92,028 |
-1,009 |
IC2306 |
11,962 |
-3,428 |
78,222 |
-417 |
84,720 |
-666 |
IC2309 |
8,429 |
-20 |
12,169 |
1,845 |
12,460 |
1,598 |
CSI 1000 Index Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
IM2302 |
46,405 |
-5,570 |
29,405 |
-1,585 |
31,264 |
-1,278 |
IM2303 |
26,810 |
-1,976 |
41,407 |
-1,222 |
44,541 |
-1,691 |
IM2306 |
12,195 |
-3,402 |
29,755 |
-779 |
39,212 |
-843 |
*Index Options
Position of Top 20 members (Unit lots) |
||||||
CSI 300 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
IO2302 |
124454 |
-18048 |
51395 |
1860 |
54578 |
1332 |
IO2303 |
18378 |
-1424 |
27299 |
1034 |
30347 |
1188 |
CSI 1000 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
MO2302 |
74689 |
-17936 |
28389 |
1806 |
31205 |
1752 |
SSE50 Index Options |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
HO2302 |
59533 |
-6193 |
22630 |
2401 |
25682 |
1757 |
*Treasury Futures
Position of Top 20 members (Unit lots) |
||||||
2-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
TS2303 |
88,872 |
-19,936 |
31,054 |
-1,379 |
33,578 |
-2,128 |
TS2306 |
7,306 |
643 |
9,618 |
1,047 |
10,204 |
1,415 |
5-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
TF2303 |
91,606 |
-6,903 |
71,046 |
-1,720 |
71,459 |
-2,860 |
TF2306 |
14,409 |
792 |
18,342 |
2,623 |
19,489 |
2,768 |
10-Year Treasury Bond Futures |
Trading Volume |
Change* |
Long OI |
Change* |
Short OI |
Change* |
T2303 |
96,538 |
-12,653 |
127,000 |
-935 |
118,921 |
-421 |
T2306 |
23,573 |
-4,768 |
36,608 |
2,732 |
37,941 |
2,629 |
*Night Session Commodities Market (As of 02:30 am)
Top 3 Gainers (Dominant Contract) |
|||||
Product |
Contract |
Price |
Change % |
Trading Volume |
Open Interests |
Cotton Yarn |
CY305 |
22,390.0 |
+0.97% |
1,945 |
3,948 |
RBD Palm Olein |
P2305 |
7,852.0 |
+0.41% |
190,312 |
509,493 |
Aluminum |
AL2303 |
19,010.0 |
+0.29% |
78,906 |
187,230 |
Top 3 Loser (Dominant Contract) |
|||||
Product |
Contract |
Price |
Change % |
Trading Volume |
Open Interests |
Nickel |
NI2303 |
208,880.0 |
-2.85% |
58,663 |
68,782 |
Tin |
SN2303 |
215,650.0 |
-2.46% |
90,874 |
32,317 |
Glass |
FG305 |
1,541.0 |
-1.91% |
521,375 |
958,583 |
* Commodities (night session):
* Global crude oil price closed up mostly. March NYMEX crude oil contract up 1.46% to closed at $74.46/b, April Brent contract up 1.7% to closed at $81.30/b. INE crude oil active contract down 1.25% to 522.7 yuan/b.
* Precious metals closed mixed. COMEX gold contract up 0.19% to closed at $1880.2/oz. SHFE gold active contract down 0.44% to closed at 412.86 yuan/gram.
* Metals closed down mostly, LME nickel down 5.02%, LME tin down 4.26%, LME zinc down 3.72%, LME aluminum down 0.99%. SHFE nickel down 2.85%, SHFE tin down 2.46%, bonded copper down 0.83%.
* Commodity futures closed down mostly, energy & chemistry futures saw weak performance, glass down 1.91%, soda ash down 1.32%, LPG down 0.93%. Black series went down mostly, steel rebar down 0.74%, coke down 0.66%. Agriculture futures closed mixed, cotton yarn up 0.97%, rapeseed meal down 1.66%, soybean meal down 1.25%.
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