DZ20230519

Industrial Economy

*Wang Zhigang, minister of Ministry of Science and Technology said at the 7th World Intelligence Conference to increase R&D of basic theories and cutting-edge technologies in AI, build a batch of AI regional highlands and technology platforms, promote AI enabling economic and social development.

*Premier Li Qiang investigated in Shandong whom emphasized to accelerate the construction of a modern industrial system supported by the real economy, take more targeted measures to expand domestic demand and stabilize external demand and strive to promote the sustained recovery of economic operation, accelerate the construction of infrastructure like charging piles, and further release the consumption potential.

*National Healthcare Security Administration: unswervingly expand the coverage of centralized drug procurement and pay close attention to the quality of pharmaceutical consumables collection and implementation.

 

Co Focus

*China Unicom (600050 CH): The scale of computing resources of China Unicom will double by the end of year, the co continued will strengthen the supply of computing resources, launch a special computing platform and accelerate model training to fully support AI, through AI automatic scheduling to achieve national cloud pool millisecond level intelligent scheduling, said by Liu Liehong, head of China Unicom in the 7th World Intelligence Conference.

*Alibaba: According to the financial statements, the board of directors approved the launch of the exploration of the listing of Cainiao Group andwill complete the list plan in the next 12 to 18 months while the new retail group Hema’s IPO is expected to be completed within the next six to 12 months.

 

May 18 Block Trade Info

*Discount
- Gentech (688596 CH) saw 6 block trades worth 35.60mn in ttl at 35.60yuan per share, 10.42pct discount from last closing.

- Lifotronic Tech (688389 CH) saw 3 block trades worth 82.80mn at 23yuan per share, 8.37pct discount from last closing.

- Luoxin Pharm (002793 CH) saw 2 block trades worth 101.94mn at 6.05yuan per share, 9.02pct discount from last closing.

 

*Flat

- Zijing Mining (601899 CH) saw 2 block trades worth 279.77mn at 11.10yuan per share, flat from last closing.

- CATL (300750 CH) saw 1 block trades worth 344.42mn at 232.40yuan per share, flat from last closing.

- Kehua Data (002335 CH) saw 1 block trades worth 175.12mn at 40.12yuan per share, flat from last closing.

- Haid Group (002311 CH) saw 1 block trades worth 287.98mn at 49.86yuan per share, flat from last closing.

- Sieyuan Electric (002028 CH) saw 1 block trades worth 107.67mn at 46.53yuan per share, flat from last closing.

- Midea (000333 CH) saw 1 block trades worth 104.50mn at 55yuan 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 weak. June NYMEX crude oil contract down 1.25% to closed at $71.92/b, July Brent contract down 1.29% to closed at $75.97/b. INE crude oil active contract up 0.43% to 516.2 yuan/b.

* Precious metals closed down collectively. COMEX gold contract down 1.24% to closed at $1960.3/oz. SHFE gold active contract down 0.52% to closed at 446.72 yuan/gram.

* Metals closed mixed, LME zinc down 2.81%, LME nickel down 2.03%, LME copper down 1.73%. SHFE nickel down 2.40%, SHFE zinc down 1.50%, SHFE tin down 1.49%.

* Commodity futures closed down mostly. Energy & chemistry futures saw weak performance, soda ash down 4.44%, methanol down 3.59%, PE down 1.45%. Black series closed down collectively, coking coal down 5.22%, coke down 3.57%, iron ore down 1.61%. Agricultural products closed mixed, RBD palm olein down 0.53%, rapeseed meal up 1.16%.

 

 

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