DZ20230417

 

International Relationship

*President Xi Jinping met with Brazilian president Lula and said to deepen cooperation in agriculture, energy, infrastructure, aviation and tech innovation fields with multiple mutual cooperation contracts signed and joint statement regarding deepen overall strategic partnership published.

 

Financials

*The State Council issued opinions on reform of independent directors of listed companies with related management to be tightened.

Industrial Economy

*MIIT and 2 other departments jointly issued guidance on high-quality development of casting and forging industries which aimed to realize industrial application of advanced techniques like integrated casting, containerless casting and 3D printing by 2025.

*Issuance of Apple first MR headset equipment may delay to Sept 2023, Xinhua reported.

*PetroChina suggests technical breakthrough of long-distance hydrogen transportation has been achieved through current natural gas pipelines.

 

Data

*National Energy Administration: China social electricity consumption in March around 736.9bn kWh, up 5.9% y/y.

*NBS: Sales price of newly built commercial housings and second-hand housings in March in first tier cities up 0.3% and 0.5% m/m respectively.

 

*Apr 14th Block Trade

*Block Trade Info

*Discount

- SMIC (601117 CH) saw 9 block trades worth 192mn at 179.5 yuan per share, 5.28 discount from last closing.

- Yongxing Special Materials (002756 CH）saw 1 block trade worth 134mn at 83.77 yuan per share, 8.5 discount from last closing.

- Yili Industrial Group Co. (600887 CH) saw 3 block trades worth 35mn at 27.92 yuan per share, 0.00 discount from last closing.

- Asia—Potash International (000893 CH) saw 2 block trades worth 138mn at 21.72 yuan per share, 11.74 discount from last closing.

- Wondershare Tech (300624 CH) saw 2 block trades worth 36mn at 72.15 yuan per share, 14.00 discount from last closing.

 

*Flat

- Yili Industrial Group Co. (600887 CH) saw 3 block trades worth 35mn at 27.92 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 prices closed up collectively. May NYMEX crude oil contract up 0.67% to closed at $82.59/b, June Brent contract up 0.46% to closed at $86.49/b. INE crude oil active contract up 0.62% to 601.6 yuan/b.

* Precious metals closed down collectively. COMEX gold contract down 1.83% to closed at $2017.7/oz. SHFE gold active contract down 1.66% to closed at 444.46 yuan/gram.

* Metals closed up mostly, LME nickel up 3.81%, LME tin up 2.49%, LME aluminum up 0.97%. SHFE tin up 2.81%, SHFE nickel up 1.65%, SHFE lead up 0.82%, bonded copper down 0.40%.

* Commodity futures closed mixed, energy & chemistry futures saw strong performance, EB up 1.39%, glass up 1.12%, fuel oil down 1.23%. Black series closed down collectively, iron ore down 1.8%, coking coal down 1.22%. Agricultural products closed down collectively, No.2 soybeans down 2.53%, soybean meal down 2.09%, soybean oil down 1.71%, rapeseed meal down 1.45%.

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