DZ20230209

 

Industrial Economy

*CPCAAUTO: retail sales of passenger vehicles in Jan of 1.29mio units, down 37.9% y/y and down 40.4% y/y with retail sales of NEV reached 332k units, down 6.3% y/y and down 48.3% m/m. Chinese-made Tesla saw sales in Jan of 66.05k units, up 18% m/m.

*Market rumors saying several domestic airline companies have received notice from regulators to stop releasing flight tickets priced low to reduce losses, though no official response been given by China Eastern Airline and Air China.

 

Co Focus

*Alibaba said its chatting robot ChatGPT is under internal testing with more information to be updated.

*Jingsheng Mechanical & Electrical (300316 CH) had its new product launch of 6-inch double chip silicon carbide epitaxial equipment rounded off, signaling a key breakthrough in third generation semiconductor field with leading advantage achieved and capacity per equipment up by 70%, cost per slice reduced by over 30%.

 

*Feb 8th Block Trade

*Block Trade Info

*Discount

- New Industries (300832 CH）saw 2 block trades worth 38mn at 55.91 yuan per share, 1.00-21.24 discount from last closing.

- Asia—Potash International (000893 CH) saw 2 block trades worth 41mn at 26.65 yuan per share, 8.0-8.21 discount from last closing.

- Shanghai Electric Power Co. (600021 CH) saw 1 block trade worth 94mn at 10.47 yuan per share, 1.04 discount from last closing.

- Markor Home Furnishings (600337 CH) saw 1 block trade worth 45mn at 2.63 yuan per share, 9.93 discount from last closing.

- Pharmaron (300759 CH) saw 2 block trades worth 84mn at 20-100 yuan per share, 1.20 discount from last closing.

- Jinko Solar Co. (688223 CH) saw 5 block trades worth 105mn at 14.39 yuan per share, 1.3 discount from last closing.

 

*Premium

- Salt Lake (000792 CH）saw 1 block trade worth 131mn at 25.46 yuan per share, 0.79 premium from last closing.

- Trina Solar Co.(688599 CH) saw 2 block trades worth 22mn at 67.7 yuan per share, 4.54 premium 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 up collectively. March NYMEX crude oil contract up 1.74% to closed at $78.48/b, April Brent contract up 1.7% to closed at $85.11/b. INE crude oil active contract up 3.25% to 553.1 yuan/b.

* Precious metals closed up collectively. COMEX gold contract up 0.18% to closed at $1888.2/oz. SHFE gold active contract up 0.16% to closed at 413.22 yuan/gram.

* Metals closed mixed, LME tin up 1.79%, LME lead up 1.62%, LME nickel up 0.54%, LME aluminum down 1.47% on the contrast. SHFE aluminum down 1.02%, SHFE tin down 0.96%, SHFE zinc down 0.58%.

* Commodity futures closed mixed, energy & chemistry futures saw mixed performance, fuel oil up 2.37%, PVC up 1.08%, LPG down 0.81%. Black series went up collectively, iron ore up 1.25%, hot-rolled coil up 1.05%. Agriculture futures closed down mostly, cotton yarn down 0.87%.
 

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