DZ20230314

 

Financials

*Several fund companies expect to submit applications for registration of state-owned enterprises related index products, according to someone familiar with this matter.

*AMAC: scale balance of private fund as of end Feb around cny 20.29tn, up cny 51bn vs last month and up 0.25% m/m.

 

Industrial Economy

*Chendu city officially issued opinions in promoting development of NEV industry which pointed out to extend exemption of NEV purchase tax with the project of "NEV going to the countryside" to be carried forward.

 

Co Focus

*Geely Auto issued subsidy policy on vehicle purchase tax at most by cny 30k as of March 31st 2023.

*BYD unveiled partnership with Octopus EV and the latter promised to purchase 5k units of electric vehicles from BYD in coming 3 years.

*BYD made no response on foreign media report saying its cooperation suspension with Tesla on batteries.

 

*Mar 13rd Block Trade

*Block Trade Info

*Discount

- Offcn Education (002607 CH) saw 4 block trades worth 10mn at 4.54 yuan per share, 11.15 discount from last closing.

- SMIC (688981 CH）saw 1 block trade worth 22mn at 42.95 yuan per share, 1.49 discount from last closing.

- Zhongman Petroleum (603619 CH) saw 2 block trades worth 122mn at 17.38 yuan per share, 4.98 discount from last closing.

- Xintonglian Packing Co.(603022 CH) saw 5 block trades worth 17mn at 8.53 yuan per share, 7.98 discount from last closing.

- Fengyuzhu Culture Tech (603466 CH) saw 8 block trades worth 46mn at 13.00 yuan per share, 9.34 discount from last closing.

- Huace Film & Tv Co. (300133 CH）saw 1 block trade worth 25mn at 5.85 yuan per share, 3.62 discount from last closing.

- Golden Seed Winery (600199 CH) saw 8 block trades worth 32mn at 25.33 yuan per share, 9.02 discount from last closing.

 

*Flat

- Guangzhou Auto (601238 CH）saw 1 block trade worth 42mn at 10.8 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 down collectively. April NYMEX crude oil contract down 2.6% to closed at $74.69/b, May Brent contract down 2.55% to closed at $80.67/b. INE crude oil active contract down 2.41% to 537.8 yuan/b.

* Precious metals closed up collectively. COMEX gold contract up 2.77% to closed at $1918.9/oz. SHFE gold active contract up 1.16% to closed at 425.24 yuan/gram.

* Metals closed up collectively, LME nickel up 2.19%, LME tin up 0.97%, LME copper up 0.69%, LME zinc up 0.63%. SHFE zinc up 0.48%, SHFE lead up 0.33%.

* Commodity futures closed mixed, energy & chemistry futures saw mixed performance, glass up 1.55%, methanol up 1.05%, LPG down 2.4%, fuel oil down 1.92%, soda ash down 0.97%. Black series closed up collectively, iron ore up 1.14%. Agricultural products closed mixed, RBD palm olein down 1.42%, soybean oil down 1.38%.

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