DZ20230213

 

International Relationship

*President of Iran, Ebrahim Raisi will visit China during Feb 14th to 16th on invitation of President Xi Jinping.

 

Financials

*PBoC: Jan new yuan loan of cny 4.9tn, new record high for a single month and up cny 922.7bn y/y. Incremental social aggregate financing reached cny 5.98tn, down cny 195.9bn y/y. End of Jan M2 balance of cny 273.81tn, up 12.6% y/y and saw growth y/y hit new high since April 2016.

*CSDCC: China new stock market investors in Jan 2023 recorded at 844.8k, up 18.59% m/m to 213mio in total.

*CBIRC and PBoC jointly issued risk classification method for financial assets of commercial banks, to be officially implemented from July 1st 2023.

 

Industrial Economy

*Hangzhou city held forum in promoting healthy and high quality development of platform economy with strong signal released in supporting construction of digital economy.

 

Co Focus

*Tongwei (600438 CH) adjusted up price offering on PV battery with average price of 182, 210 monocrystal PERC battery set at 1.14yuan per W, up 17.5% vs last week, according to InfoLink Consulting.

 

*Feb 10th Block Trade

*Block Trade Info

*Discount

- Aiko Solar Energy Co. (600732 CH）saw 2 block trades worth 24mn at 33.59 yuan per share, 7 discount from last closing.

- Tongtech Co.(300379 CH) saw 1 block trade worth 18mn at 22 yuan per share, 7.95 discount from last closing.

- Oriental Semiconductor Co. (688261 CH) saw 2 block trades worth 70mn at 257.58 yuan per share, 3.9 discount from last closing.

- Core Tech Co.(688262 CH) saw 6 block trades worth 48mn at 53.61-53.8 yuan per share, 0.65-1 discount from last closing.

- Huicheng Environmental Tech (300779 CH) saw 4 block trades worth 24mn at 34.54 yuan per share, 12.65 discount from last closing.

- Focuslight Tech (688167 CH) saw 5 block trades worth 48mn at 114.9 -116.08 yuan per share, 1-2 discount from last closing.

- Ecovacs (603486 CH）saw 1 block trade worth 50mn at 87.31 yuan per share, 7.74 discount from last closing.

- Montage Tech Co. (688008 CH) saw 10 block trades worth 44mn at 58.3 yuan per share, 4.27 discount from last closing.

- Jinko Solar Co. (688223 CH) saw 5 block trades worth 103mn at 14.5 yuan per share, 1.29 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 up collectively. March NYMEX crude oil contract up 2.18% to closed at $79.76/b, April Brent contract up 2.37% to closed at $86.50/b. INE crude oil active contract up 2.77% to 567.4 yuan/b.

* Precious metals closed mixed. COMEX gold contract down 0.11% to closed at $1876.4/oz. SHFE gold active contract up 0.09% to closed at 412.34 yuan/gram.

* Metals closed down collectively, LME nickel down 5.81%, LME zinc down 3.11%, LME aluminum down 2.04%, LME tin down 1.71%, LME copper down 1.44%. SHFE aluminum down 1.20%, SHFE nickel down 1.17%, SHFE zinc down 1.16%, SHFE tin down 0.86%.

* Commodity futures closed mixed, energy & chemistry futures saw mixed performance, LPG up 1.6%, fuel oil up 1.6%, bitumen up 1.07%, MEG up 1.02%, soda ash down 1.17%. Black series performed mixed, coke down 1.5%, coking coal down 1.36%. Agriculture futures closed mixed, cotton yarn down 1.17%, cotton down 1.09%, No.2 soybeans down 1.03%.

 

 

 

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