DZ20230606

 

Industrial Economy

*Shenzhen: Nearly 7,000 enterprises were engaged in energy storage related business which have globally leading technology levels, the 2023 International Digital Energy Exhibition which will be held from June 29th to July 2nd will especially set up an energy storage sector, focusing on a batch of leading enterprises in the energy storage field, including Huawei Digital Energy, China Southern Power Grid, BYD, and will comprehensively display cutting-edge technologies, products and solutions in the energy storage industry.

*SASAC: Continuously improve the support and bottom-line role of central enterprises in energy and power supply.

*State Post Bureau: Attach great importance to network data security and information security, strengthen information security risk control.

*The Ministry of Agriculture and Rural Affairs and other four departments jointly deployed the construction of a pilot area for research, development, manufacturing and promotion of agricultural machinery equipment.

 

Financials

*HKEX announced 21 dual-counter securities which will be launched on June 19th, including Tencent and MEITUAN, and more securities will be included.

 

Data

*CPCAAUTO: It is estimated that May wholesale sales of new NEV by manufacturers of 670k units, up 11% m/m and up 59% y/y. TESLA delivered 77k vehicles in May, up 142% y/y.

 

Co Focus

*CATL and Yutong (600066 CH) signed a strategic agreement for the mainline logistics battery swapping project and delivered the first batch of bottom replacement electrical products in the industry.

*The iPhone 15 series will be mass-produced at Foxconn in Zhengzhou this month, Luxshare will be the second supplier of the iPhone 15 Pro/Pro Max.

June 5 Block Trade Info

*Discount

- Advanced Micro-Fabrication (688012 CH) saw 13 block trades worth 460.43mn in ttl at 167.25-174.25yuan per share, 0.6-4.59pct discount from last closing.

- Pacific Quartz (603688 CH) saw 13 block trades worth 373.32mn at 103.27yuan per share, 2.82pct discount from last closing.

- Longshine Tech (300682 CH) saw 5 block trades worth 123.18mn at 20.53yuan per share, 7.85pct discount from last closing.

- 37 Interactive (002555 CH) saw 17 block trades worth 125.05mn at 30.80yuan per share, 5.61pct discount from last closing.

 

*Premium

- Soochow Securities (601555 CH) saw 1 block trades worth 346.56mn at 7.22yuan per share, 0.14pct premium from last closing.

- Spring Airlines (601021 CH) saw 4 block trades worth 403.38mn at 54.60yuan per share, 1.75pct premium from last closing.

 

*Flat

- China Yangtze Power (600900 CH) saw 1 block trades worth 106.64mn at 22.45yuan per share, flat from last closing.

- Muyuan (002714 CH) saw 3 block trades worth 60.47mn at 40.38yuan per share, flat from last closing.

- Ja Solar (002459 CH) saw 2 block trades worth 54.42mn at 34.94yuan 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 moved up collectively. July NYMEX crude oil contract up 0.24% to closed at $71.91/b, August Brent contract up 0.49% to closed at $76.50/b. INE crude oil active contract up 0.69% to 526.5 yuan/b.

* Precious metals closed up collectively. COMEX gold contract up 0.43% to closed at $1978.1/oz. SHFE gold active contract up 0.31% to closed at 450.52 yuan/gram.

* Metals closed mixed, LME nickel down 1.87%, LME aluminum down 1.04%, LME copper up 1.11%. Bonded copper up 1.16%, SHFE copper up 0.89%, SHFE aluminum down 0.74%, SHFE nickel down 0.58%.

* Commodity futures closed down mostly. Chemistry and energy products saw weak performance, glass down 2.39%, BE down 1.39%, natural rubber down 1.12%. Black series closed up mostly, iron ore up 1.85%. Agricultural products closed down mostly, rapeseed oil down 2.02%, cotton down 1.49%, RBD palm olein down 1.26%, Rapeseed meal up 1.37%.

 

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