DZ20230427

 

Industrial Economy

*National Bureau of Disease Control and Prevention: The epidemic has shown a slight increase in individual areas recently and it is unlikely that a large-scale epidemic will occur nationwide in a short period of time.

*Mao Ning, spokesman of MoFA held a regular press conference on April 26th and firmly opposed that Republican lawmakers have called on President Biden to impose sanctions on Huawei and other Chinese cloud computing companies to protect U.S. national security.

*MOT: It is expected the number of business passengers and self-driving trips during the May Day holiday will be the highest since 2020, with the epidemic prevention and control has taken a steady turn, the domestic economy has continued to stabilize and improve and the flow of people has increased significantly.

*China's first computing power trading platform was officially launched in the “Computing Power Pujiang” first Digital Economy Development Forum in Shanghai.

*CISA: Vigorously promote the joint reorganization of iron and steel enterprises to improve industrial concentration.

*China Automotive Power Battery Industry Innovation Alliance released a white paper on the action plan for high-quality development of power batteries which pointed out to develop the specific energy of liquid batteries with the cost lower than 0.55 yuan /Wh by 2025, cultivate a batch of power battery recycling enterprises, lithium metal recycling rate reached more than 95%, effectively control the total amount of carbon emissions, accelerate the promotion and application of battery change; Overseas production and sales of power battery industry reached more than 30%.

*CPIA: March nationwide output of solar grade polysilicon increased by 12.3% m/m and 32.3% y/y. wafer production increased by 18.0% m/m and 20.2% y/y, photovoltaic component output increased 14.5% m/m and 76.4% y/y, inverter output increased 30.7% m/m and 95.8% y/y.

Co Focus

*DHC Software (002065 CH) signed a deepening strategic cooperation agreement with Tencent Cloud Computing, based on the basic R&D capability of Tencent AI big model, both parties will jointly carry out industrial applications. DHC will give priority to promoting mature AI technology products related to Tencent Cloud to the market.

 

Apr 26 Block Trade Info

*Discount

- Micro-Tech (688029 CH) saw 8 block trades worth 137.32mn at 82.98 yuan per share, 9.60pct discount from last closing.

- China National Gold (600916 CH) saw 4 block trades worth 88.33mn at 10.63 yuan per share, 9.99pct discount from last closing.

- Huaneng Power (600011 CH) saw 2 block trades worth 136.2mn at 9.08 yuan per share, 5.02pct discount from last closing.

- Sungrow Power Supply (300274 CH) saw 2 block trades worth 13.12mn at 82 yuan per share, 30.20pct discount from last closing.

*Flat

- Moutai (600519 CH) saw 2 block trades worth 146.31mn at 1743.91 yuan per share, flat from last closing.

- PingAn (603501 CH) saw 2 block trades worth 143mn at 45.79 yuan per share, flat from last closing.

- Pientzehuang Pharm (600436 CH) saw 7 block trades worth 50.13mn at 267.20 yuan per share, flat 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 down collectively. June NYMEX crude oil contract down 3.54% to closed at $74.34/b, July Brent contract down 3.56% to closed at $77.73/b. INE crude oil active contract down 4.18% to 532.1 yuan/b.

* Precious metals closed mixed. COMEX gold contract down 0.28% to closed at $1998.8/oz. SHFE gold active contract down 0.13% to closed at 445.08 yuan/gram.

* Metals closed up mostly, LME zinc up 1.87%, LME tin up 1.16%, LME nickel up 1.15%. SHFE zinc up 1.23%, SHFE tin p 0.90%, SHFE nickel up 0.63%.

* Commodity futures closed up mostly, energy & chemistry futures saw mixed performance, soda ash up 1.12%, glass down 2.1%, LPG down 1.81%. Black series closed up mostly, iron ore up 2.33%, steel rebar up 1.16%. Agricultural products closed up collectively, No.2 soybeans up 3.01%, soybean oil up 1.46%, rapeseed meal up 1.31%.

 

 

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