DZ20230329

 

Industrial Economy

*MIIT is seeking for public opinions on system construction of automobile chip standard which aims to formulate over 30 key standards for auto chips by 2025.

*National Energy Administration and 2 other departments jointly issued notice in supporting development of PV power industry and related land management which encouraged utilization of unused land and existing land for construction in development of PV power industry

*The 8th batch of national centralized procurement to start bidding from March 29 on 40 drug types with heparin-like product first included in.

 

Co Focus

*Alibaba business units can pursue fundraising and IPO when ready and it will be restructured into six main business divisions.

*CATL clarified rumors saying construction suspension of its Hungarian factory is untrue and the euro 7.34bn investment in construction of its 2nd European plant still in progress as planned.

*CNOOC (600938 CH) completed domestic first cross-border LNG purchase in settlement of RMB on Shanghai Oil and Gas Trading Center Platform with TotalEnergies on March 28.
*China Huarong (02799 HK) was approved by CBIRC to convert its convertible bonds of China Everbright Bank into stocks and it will hold 4.19bn shares of the bank after conversion, accounting for not more than 7.19% and becomes its 4th largest shareholder.

 

*Mar 28th Block Trade

*Block Trade Info

*Discount

- Cimc Vehicles (301039 CH) saw 18 block trades worth 130mn at 9.25yuan per share, 12.24 discount from last closing.

- Offcn Education (002607 CH)saw 1 block trade worth 75mn at 4.44 yuan per share, 8.26 discount from last closing.

- Ezviz Network Co.(688475 CH) saw 2 block trades worth 38mn at 37.54 yuan per share, 0.00 discount from last closing.

- Goodwill E-Health Info Co. (688246 CH) saw 4 block trades worth 30mn at 41.75-43.54 yuan per share, 7.36-11.17 discount from last closing.

- Hualan Biological Bacterin Inc.(301207 CH) saw 12 block trades worth 82mn at 44.18 yuan per share, 7.52 discount from last closing.

 

*Flat

- China Merchants Bank (600036 CH) saw 1 block trade worth 103mn at 34.4 yuan per share, 0.00 discount from last closing.

- Ezviz Network Co.(688475 CH) saw 2 block trades worth 38mn at 37.54 yuan per share, 0.00 discount from last closing.

- Sunwoda (300207 CH) saw 4 block trades worth 13mn at 20.14yuan per share, 0.00 discount from last closing.

 

*Margin Trade

Total Margin Balance

1.5170 trillion

Total Short Selling Balance

94.5billion

SH Margin Balance

0.7973 trillion

SH Short Selling Balance

58.8 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

600900

170mio

600900

40.81mio

601233

128mio

600905

4.98mio

600346

112mio

600839

2.5mio

601689

107mio

600157

2.48mio

601360

106mio

600339

2.37mio

SZ Margin Balance

0.7196 trillion

SZ Short Selling Balance

35.8 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

002602

198mio

002689

1.8mio

300033

163mio

002065

1.28mio

000617

146mio

002602

1.23mio

000158

141mio

002268

1.19mio

002153

123mio

002617

1.08mio

 

*Connection Trade

 

SH-HK Connection (bn cny)

SZ-HK Connection (bn cny)

Northbound Net Cash Flow

+0.4

Northbound Net Cash Flow

-0.04

Southbound Net Cash Flow

+1.6

Southbound Net Cash Flow

+1.3

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

600519

617

0.28

600036

340

0.48

000977

432

7.61

300059

317

1.39

600028

410

0.81

002371

264

1.98

300033

227

4.29

002049

219

2.39

601138

211

0.61

000063

196

1.43


*Index Futures

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2304

68,122

-10,172

46,431

-2,669

49,925

-2,916

IF2306

21,643

-3,722

58,248

-1,430

71,745

-1,544

IF2309

5,313

-2,599

27,272

-151

36,788

487

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2304

40,177

-6,681

38,482

-1,025

44,777

-1,723

IH2306

14,159

-2,350

29,790

-236

40,354

-647

IH2309

4,543

-1,171

15,145

-411

23,654

-320

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2304

51,926

-1,011

60,165

-1,028

57,199

-910

IC2306

17,311

447

87,375

-552

94,123

-267

IC2309

6,838

46

73,032

459

74,413

216

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2304

41,052

-856

33,196

-244

33,932

-1,241

IM2306

14,036

230

45,367

216

50,153

188

IM2309

6,367

1,997

32,861

489

35,033

408

 

*Index Options

 

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2304

69249

-14232

49737

2043

52530

1842

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2304

52106

-1307

24763

894

29535

931

SSE50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2304

25545

-6098

20898

1334

22937

831

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2306

45,607

-5,573

55,105

-171

58,525

-239

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2306

67,617

-23,663

92,171

1,109

91,931

549

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2306

77,993

-11,237

157,419

-562

148,924

833

T2309

4,315

-1,022

8,361

258

9,575

179

 

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

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Nickel

NI2305

182,380.0

+2.37%

66,588

67,766

Fuel Oil

FU2305

2,727.0

+2.06%

258,974

302,028

RBD Palm Olein

P2305

7,556.0

+1.78%

217,690

406,614

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Soda Ash

SA309

2,481.0

-1.39%

470,217

638,124

Lead

PB2305

15,260.0

-1.04%

40,610

58,859

Bleached Softwood Kraft Pulp

SP2305

5,738.0

-0.97%

90,880

149,222

 

* Commodities (night session):

* Global crude oil price closed up collectively. May NYMEX crude oil contract up 1.06% to closed at $73.58/b, June Brent contract up 0.8% to closed at $78.38/b. INE crude oil active contract up 1.73% to 524.1 yuan/b.

* Precious metals closed up collectively. COMEX gold contract up 1.1% to closed at $1975.3/oz. SHFE gold active contract up 0.75% to closed at 439.22 yuan/gram.

* Metals closed up mostly, LME tin up 1.22%, LME nickel up 1.18%, LME aluminum up 0.8%. SHFE nickel up 2.37%, SHFE tin up 1.21%, SHFE lead down 1.04% on the contrast.

* Commodity futures closed up mostly, energy & chemistry futures saw mixed performance, fuel oil up 2.06%, bitumen up 1.2%, glass up 1.15%, MEG up 1.04%, soda ash down 1.39% on the contrast. Black series closed up mostly, iron ore up 1.65%. Agricultural products performed strong, RBD palm olein up 1.78%, soybean oil up 1.59%, rapeseed oil up 1.58%, cotton up 1.52%, No.2 soybeans up 1.43%, rapeseed meal up 1.37%.




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