DZ20230324

 

Industrial Economy

*The State Council issued opinions to further optimize medical health service system which pointed out to develop “internet plus healthcare” with industrial internet platform designed for medical field to be constructed and application of internet, block chain, IoT, AI, cloud computing and big data to be promoted.

*National Energy Administration and 3 other departments jointly decided to carry forward energy reform in rural regions in trial with renewable energy production and consumption new pattern to be explored using emerging techniques like cloud computing and AI.

*National News Publication Bureau disclosed approval information of domestic online games in March 2023 with 86 games under NetEase and Tencent on the list.

*MIIT held forum in analyzing operation of industrial economy in Q1 which emphasized to stabilize consumption of automobile and consumer electronics with consumption of home appliance and green construction materials to be expanded. Upgrade of industrial system to be promoted in accelerated renovation of traditional industries and leading positions of NEV, PV, mobile telecom and power equipment to be consolidated. Difficulties faced by medium-small private firms to be emphasized with substantial measures to be issued to revitalize corporate confidence.

 

Co Focus

*Yu Chengdong from Huawei said to issue AITO M5, M5EV high-level smart driving vehicle version in April independent from HD maps and Huawei is striving for leading competitiveness in smart cabinet and smart driving fields.

 

*Mar 23rd Block Trade

*Block Trade Info

*Discount

- Supezet Engineering Tech (688121 CH) saw 3 block trades worth 49mn at 19.84 yuan per share, 18.59 discount from last closing.

- Rastar Environmental Protection (300834 CH)saw 2 block trades worth 36mn at 20.9 yuan per share, 19.95 discount from last closing.

- Sunwoda Electronic Co. (300207 CH) saw 3 block trades worth 66mn at 19.77-19.78 yuan per share, 0.00-0.05 discount from last closing.

- Sirui Advanced Materials Co. (688102 CH) saw 2 block trades worth 50mn at 15.1 yuan per share, 2.52 discount from last closing.

- Visual China (000681 CH) saw 2 block trades worth 87mn at 17.36 yuan per share, 2.53 discount from last closing.

- Jushri Tech (300762 CH) saw 2 block trades worth 37mn at 11.8-13.49 yuan per share, 6.19-17.94 discount from last closing.

- Sanlian Hope (300384 CH) saw 5 block trades worth 49mn at 15.3 yuan per share, 12.87 discount from last closing.

 

 

*Margin Trade

Total Margin Balance

1.5051 trillion

Total Short Selling Balance

95.6billion

SH Margin Balance

0.7918 trillion

SH Short Selling Balance

59.3billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

601728

526mio

601929

19.41mio

688256

129mio

600900

5.55mio

600477

104mio

688008

4.25mio

601800

103mio

601117

3.09mio

600519

99mio

601006

1.49mio

SZ Margin Balance

0.7132 trillion

SZ Short Selling Balance

36.4 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

300308

251mio

002506

2.3mio

002230

210mio

002131

1.81mio

002049

170mio

002156

1.59mio

002938

129mio

002610

1.58mio

300474

103mio

300124

0.97mio

 

*Connection Trade

SH-HK Connection (bn cny)

SZ-HK Connection (bn cny)

Northbound Net Cash Flow

+2.8

Northbound Net Cash Flow

+2.1

Southbound Net Cash Flow

+0.3

Southbound Net Cash Flow

+0.5

Top 5 Northbound Inflow

Top 5 Northbound Outflow

Name

Market Value (mio cny)

‰ out of ttl share outstanding

Name

Market Value (mio cny)

‰ out of ttl share outstanding

300059

543

2.58

300033

541

14.10

000725

435

2.68

002049

496

5.83

002230

410

3.73

600522

422

7.29

300124

352

2.23

601390

309

2.08

601899

283

1.18

300308

266

8.06

 

*Index Futures

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2304

82,434

4,808

48,782

2,359

51,886

2,129

IF2306

28,970

4,439

59,935

1,250

73,037

1,313

IF2309

7,462

140

26,294

416

35,463

600

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2304

46,367

-7,635

39,285

-1,134

44,884

-1,044

IH2306

16,704

-1,219

29,433

-147

39,775

-33

IH2309

5,606

-918

14,823

134

22,816

419

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2304

44,270

-499

61,658

323

58,723

793

IC2306

15,514

-451

88,434

314

95,547

295

IC2309

6,931

2,030

73,470

197

74,610

19

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2304

36,565

1,393

33,810

384

36,119

1,168

IM2306

13,467

-93

45,094

147

50,291

353

IM2309

4,069

-502

31,809

409

34,355

240

 

*Index Options

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2304

110134

15199

47524

721

48711

1183

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2304

48329

3363

23371

869

26832

1647

SSE50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2304

30664

2526

18522

-69

20538

-188

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2306

69,829

17,056

55,293

1,621

58,687

612

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2306

90,754

-13,788

91,585

939

91,207

295

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2306

87,295

-3,503

155,491

-249

148,031

1,311

 

*Night Session Commodities Market (As of 02:30 am)

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Tin

SN2304

195,650.0

+3.77%

109,006

47,176

LPG

PG2305

4,488.0

+1.47%

39,886

87,194

Low Sulfur Fuel Oil

LU2306

3,750.0

+1.19%

56,059

79,019

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Rapeseed Oil

OI305

8,192.0

-2.93%

400,783

288,975

Rapeseed Meal

RM305

2,776.0

-2.05%

345,543

413,173

Soybean Oil

Y2305

7722.0

-2.05%

340,489

408,206

 

* Commodities (night session):

* Global crude oil price closed down mostly. May NYMEX crude oil contract down 2.02% to closed at $69.47/b, June Brent contract down 1.75% to closed at $75.04/b. INE crude oil active contract up 0.10% to 508.0 yuan/b.

* Precious metals closed up collectively. COMEX gold contract up 2.39% to closed at $1996.1/oz. SHFE gold active contract up 1.05% to closed at 441.76 yuan/gram.

* Metals closed up collectively, LME tin up 3.87%, LME aluminum up 1.75%, LME copper up 1.13%, LME zinc up 1.03%. SHFE tin up 3.77%, SHFE zinc up 1.08%, bonded copper up 1.02%, SHFE copper up 0.91%.

* Commodity futures closed down mostly, energy & chemistry futures saw mixed performance, LPG up 1.47%, PTA up nearly 1%. Black series closed down mostly, iron ore down 1.33%, hot-rolled coil down 1.1%, steel rebar down nearly 1%. Agricultural products performed weak, rapeseed oil down 2.93%, soybean oil and rapeseed meal down 2.05%, No.2 soybeans down 1.88%, RBD palm olein down 1.81%, soybean meal down 1.69%.




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