DZ20230313

 

Government

*Li Qiang was appointed by President Xi Jinping as premier of the State Council.

 

Data

*PBoC: China Feb aggregate financing of cny 3.16tn, up cny 1.95tn y/y with outstanding balance of cny 353.97tn. M2 up by 12.9% y/y to new high for record in 7 years. New yuan loans reached cny 1.81tn, up cny 592.8bn y/y.

 

Industrial Economy

*Ministry of Culture and Tourism issued notice to resume the second batch of cross-border tourism business in trial from March 15th.

*U.S. government is planning to step up tighten restrictions on semiconductor manufacturing equipment exports to China to stop development of advanced chip industry in China, Bloomberg reported.

 

Co Focus

*Nata Opto-Electronic Material (300346 CH) said on the interactive platform that co has built up production line of ArF photoresist in annual capacity of 25ton with timeline of massive production to be confirmed on testification progress and orders status.

 

*Mar 10th Block Trade

*Block Trade Info

*Discount

- Offcn Education (002607 CH) saw 1 block trade worth 14mn at 4.55 yuan per share, 9.72 discount from last closing.

- Great Microwave Tech(688270 CH）saw 1 block trade worth 35mn at 98.74 yuan per share, 2.00 discount from last closing.

- Xinchao Energy Co.(600777 CH) saw 3 block trades worth 128mn at 2.47 yuan per share, 0.00 discount from last closing.

- Weixing New Building Materials Co. (300762 CH) saw 14 block trades worth 87mn at 13.05 yuan per share, 11.16 discount from last closing.

- Sanyuan Biotechnology Co. (301206 CH) saw 2 block trades worth 12mn at 27.89-34.72 yuan per share, 0.91-20.41 discount from last closing.

- Montage Tech (688008 CH）saw 7 block trades worth 55mn at 54.3-55.88 yuan per share, 0.00-2.83 discount from last closing.

*Flat

- Jushri Tech (300762 CH) saw 14 block trades worth 30mn at 98.96 yuan per share, 0.00 discount from last closing.

- Xinchao Energy Co.(600777 CH) saw 3 block trades worth 128mn at 2.47 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 up mostly. April NYMEX crude oil contract up 1.27% to closed at $76.68/b, May Brent contract up 1.29% to closed at $82.64/b. INE crude oil active contract down 1.11% to 553.3 yuan/b.

* Precious metals closed up collectively. COMEX gold contract up 2.08% to closed at $1872.7/oz. SHFE gold active contract up 0.88% to closed at 419.76 yuan/gram.

* Metals closed down collectively, LME tin down 2.98%, LME nickel down 2.53%, LME zinc down 2.19%. SHFE nickel down 3.16%, SHFE tin down 1.46%, SHFE zinc down 0.93%.

* Commodity futures closed down mostly, energy & chemistry futures saw weak performance, TSR 20 down 1.42%, natural rubber down 1.32%, bleached softwood karft pulp down 1.2%, methanol down 1.09%. Black series closed mixed. Agricultural products closed down mostly, rapeseed oil down 1.58%, No.2 soybeans down 1.17%, soybean oil down 1.06%.

 

Download PDF


 

DISCLAIMER

The report is issued by Orient Securities Co. LTD (Orient Securities) and Shanghai Orient Futures Co. LTD (Orient Futures) to institutional investors. Opinions expressed may differ from those of other divisions of Orient Securities, including Orient Securities Research Institute. Orient Securities may trade as principal in instruments identified herein and may accumulate/have accumulated a long or short position in instruments or derivatives thereof. Orient Securities has policies designed to negate conflicts of interest. This e-mail is not an official confirmation of terms and unless stated, is not a recommendation, offer or solicitation to buy or sell. Any prices or quotations contained herein are indicative only. Communications may be monitored.