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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