DZ20230216

 

Financials

*PBoC held 2023 financial market work conference, aiming to promote systematic construction of financial market and vows expansion of private enterprise financing support and to monitor marginal changes in property market with differentiated housing credit policies to be carried forward.

*Surplus in foreign trade of goods in Jan of usd 38.7bn, up 9% m/m and foreign capital was highly participated in domestic stock market with net buy reached usd 27.7bn in Jan, to new high for a single month, according to Ministry of Foreign Exchange.

*CSRC said in response to rectification of illegal cross-border business extension of overseas licensed financial institutions that rectification measures been carried forward in order with illegal new account opening suspended while trading of existing clients will not be restricted.

 

Industrial Economy

*CPCAAUTO: retail sales of passenger vehicles during Feb 1st to 12th of 464k units, up 46% y/y and down 18% m/m with accumulated retail sales since beg of year around 1.76mio units, down 27% y/y.

*Tesla China plant to suspend production for further upgrade, Sina reported.

 

*Feb 15th Block Trade

*Block Trade Info

*Discount

- Dongpeng Holdings (003012 CH) saw 6 block trade worth 18mn at 8.93 yuan per share, 8.03 discount from last closing.

- Cimc Vehicles (301039 CH) saw 9 block trades worth 34mn at 7.90 yuan per share, 10.43 discount from last closing.

- Zhongji Innolight (300308 CH) saw 12 block trades worth 190mn at 33.28 yuan per share, 6.99 discount from last closing.

- Jinko Solar (688223 CH) saw 6 block trades worth 114mn at 14.27yuan per share, 1.31 discount from last closing.

- Montage Tech Co. (688008 CH) saw 24 block trades worth 117mn at 58.3 yuan per share, 11.06 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 mostly. March NYMEX crude oil contract down 0.71% to closed at $78.50/b, April Brent contract down 0.43% to closed at $85.21/b. INE crude oil active contract up 1.30% to 567.8 yuan/b.

* Precious metals closed down collectively. COMEX gold contract down 1.01% to closed at $1846.6/oz. SHFE gold active contract down 0.43% to closed at 410.84 yuan/gram.

* Metals closed down collectively, LME zinc down 2.51%, LME lead down 2.15%, LME nickel down 1.77%, LME tin down 1.18%. SHFE zinc down 1.77%, SHFE nickel down 1.57%.

* Commodity futures closed mixed, energy & chemistry futures saw mixed performance, bleached softwood kraft pulp down 1.08%, soda ash down 1.03%. Black series closed up collectively, coking coal up 0.63%, coke up 0.63%. Agriculture futures closed down mostly, No.2 soybeans down 1.81%, rapeseed meal down 1.31%, soybean oil down 1.01%.

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