DZ20230516

Industrial Economy

*National Energy Administration held a symposium on new energy storage work which emphasized that all aspects should attach great importance to new types of energy storage, actively carry out pilot demonstration, strengthen the construction of multi-level standard system and promote new types of energy storage, support the construction of a new energy system.

*Weng Jieming, deputy director of SASAC, went to the China Automobile Center for research which emphasized to actively build the source of original technology and strengthen the research on core technology and provide strong support for the construction of a strong automobile country. Help the development of new energy intelligent internet connected vehicles, innovate the system and mechanism, continue to stimulate endogenous power, empower national enterprises and independent brands and promote the better development of China automobile industry.

*SZSE and China Electronics signed a strategic cooperation agreement to jointly serve to build a new development pattern and support high-quality development in key businesses such as computing industry, integrated circuit, network security, data application and high-tech electronics. Build the core strategic scientific and technological strength of the national network information industry.

*Ministry of Natural Resources recently issued the notice on further improving the registration management of mineral resources exploration and exploitation and relax restrictions on the transfer of mining rights in order to further optimize the business environment in the field of mineral resources, serve a new round of strategic actions of prospecting and breakthrough and enhance the ability of energy resources security.

 

Financials

*PBoC: The implementation report of China's monetary policy for 23Q1 was issued which pointed out to combine the implementation of the strategy of expanding domestic demand with deepening supply side structural reform to give full play to the efficiency of monetary and credit policies.

 

Data

*National Energy Administration: Apr electricity consumption of the whole society was 690.1 billion kwh, up 8.3% y/y, Jan-Apr social electricity consumption a total of 2.81 trillion kwh, up 4.7% y/y

*SAFE: Apr bank settled foreign exchange of 1286.9 billion yuan and sold foreign exchange of 1249.3 billion yuan.

Co Focus

*Apple has fully prepared Lixun (002475 CH) and GoerTek (002241 CH) for assembly and external power supply respectively for the release of AR / MR head in the coming June, said by Guo Mingji, well-known apple analyst.

May 15 Block Trade Info

*Discount

- CICC (601995 CH) saw 10 block trades worth 123.51mn at 41.15yuan per share, 6.31pct discount from last closing.

- Tuoxin Pharm (301089 CH) saw 1 block trades worth 116.82mn at 64.54yuan per share, 14.04pct discount from last closing.

- Yongxing Special Materials (002756 CH) saw 2 block trades worth 79.33mn at 66.11yuan per share, 8.50pct discount from last closing.

- Nhwa Pharm (002262 CH) saw 9 block trades worth 128.43mn at 24.69yuan per share, 10.51pct discount from last closing.

 

*Flat

- DBAPPSecurity (688023 CH) saw 3 block trades worth 141.12mn at 183.04 yuan per share, flat from last closing.

- China Merchants Bank (600036 CH) saw 1 block trades worth 75.31mn at 34.70yuan per share, flat from last closing.

- Mindray Bio-Medical (300760 CH) saw 1 block trades worth 189.54mn at 309.94yuan per share, flat from last closing.

- Oriental Yuhong (002271 CH) saw 1 block trades worth 135.93mn at 27.83yuan 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 price performed strong. June NYMEX crude oil contract up 1.8% to closed at $71.30/b, July Brent contract up 1.81% to closed at $75.51/b. INE crude oil active contract up 1.67% to 506.0 yuan/b.

* Precious metals closed up collectively. COMEX gold contract up 0.08% to closed at $2021.4/oz. SHFE gold active contract up 0.04% to closed at 453.58 yuan/gram.

* Metals closed mixed, LME aluminum up 1.68%, LME tin up 1%, LME nickel down 1.45%, LME zinc down 0.59%. SHFE aluminum up 0.67%, bonded copper up 0.52%, SHFE nickel down 1.86%.

* Commodity futures closed up collectively. Energy & chemistry futures saw strong performance, fuel oil up 2.33%, bitumen up 2.24%, methanol up 1.26%, glass down 2.2%, soda ash down 1.66%. Black series closed up collectively, iron ore up 1.61%. Agricultural products closed up collectively, corn starch up 1.23%, rapeseed oil up 1.22%, rapeseed meal up 1.1%.

 

 

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