DZ20230616

 

Relationship

*The State Council Premier Li Qiang will conduct an official visit to Germany from June 18th to 23rd and hold the seventh round of Chinese-German Government consultations, an official visit to France and attend the New Global Financing Contract Summit.

 

Industrial Economy

*Shanghai Municipal Commission of Economy and Informatization Director Wu Jincheng said at the press conference that since the beginning of this year, over 400 manufacturing projects with a total investment exceeding RMB 450bn have been signed and will strive to achieve double-digit growth in investment projects and amounts, accelerate the attraction of high-quality manufacturing projects to layout in Shanghai.

*Lingang New Area Wu Xiaohua: Shanghai Lingang will accelerate the formation of a batch of 40 billion-level industrial clusters like new energy storage. Fixed asset investment will continue to be more than CNY 40bn per year in the future.

*NDRC and other three departments jointly issued notice on National Modern Facility Agriculture Construction Plan (2023-2030) which pointed out to guide and leverage financial and social capital to increase investment to make up for the shortcomings of agricultural and rural infrastructure.

*MIIT and other four central departments jointly issued notice on June 15th to organize and carry out the NEV going to the countryside in 2023.

 

Policy

*MoC: Continue to improve consumer policies, strengthen departmental coordination and promote the introduction of a series of policy measures to support the recovery and expansion of consumption, focusing on promoting high-quality development of automobiles, home furnishings, brandconsumption and catering industry.

*MoC is working with all localities and relevant departments to fully implement policies and measures to promote the stable scale and optimal structure of foreign trade.

*The Administration for Market Regulation has issued guidelines on standardized operations for blind boxes to strengthen compliance management. Drugs, medical appliances, food and cosmetics shall not be sold in the form of blind boxes.

*NDRC: Further study substantive and systematic support measures to share the costs of childbirth, nurturing and education, and help the elderly to better balance work and life.

 

June 15 Block Trade Info

*Discount

- Ninebot (689009 CH) saw 14 block trades worth 215.30mio at 32.72yuan per share, 10.65pct discount from last closing.

- Roborock (688169 CH) saw 14 block trades worth 151.58mn at 288.17yuan per share, 7.34pct discount from last closing.

- Everbright Photonics (688048 CH) saw 4 block trades worth 180.86mn at 106.95/107.06yuan per share, 1pct discount from last closing.

- Jifeng Auto (603997 CH) saw 27 block trades worth 292.95mn at 13.02yuan per share, 10.88pct discount from last closing.

- Bethel Automotive Safety (603596 CH) saw 32 block trades worth 263.67mn at 72.30yuan per share, 6.02pct discount from last closing.

- Linglong Tyre (601966 CH) saw 10 block trades worth 305.08mn at 21.04yuan per share, 5.01pct discount from last closing.

- New Industries (300832 CH) saw 1 block trades worth 483.39mn at 61.50yuan per share, 3.61pct discount from last closing.

- Wens Foodstuff (300498 CH) saw 6 block trades worth 136.40mn at 13.33yuan per share, 20.70pct discount from last closing.

- Offcn Education (002607 CH) saw 5 block trades worth 167.86mn at 4.58yuan per share, 7.29pct discount from last closing.

 

*Flat

- Sanan Optoelectronics (600703 CH) saw 6 block trades worth 48.69mn at 17.27yuan per share, flat from last closing.

- Zangge Mining (000408 CH) saw 3 block trades worth 258.83mn at 23.53yuan per share, flat from last closing.

- Midea (000333 CH) saw 1 block trades worth 145.0mn at 58yuan 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 3.37% to closed at $70.57/b, August Brent contract up 3.22% to closed at $75.56/b. INE crude oil active contract up 1.57% to 529.0 yuan/b.

* Precious metals closed up collectively. COMEX gold contract up 0.08% to closed at $1970.5/oz. SHFE gold active contract up 0.02% to closed at 450.12 yuan/gram.

* Metals closed up mostly, LME nickel up 1.34%, LME tin up 1.28%, LME copper up 0.64%, LME lead up 0.5%. SHFE tin up 1.49%, SHFE copper up 0.57%, SHFE nickel up 0.51%, bonded copper up 0.50%.

* Commodity futures closed up mostly. Chemistry and energy products saw strong performance, methanol up 1.09%. Black series closed up mostly, coking coal up 1.98%, iron ore down 1.23%. Agricultural products performed strong, No.2 soybeans up 3.53%, rapeseed meal up 2.51%, soybean meal up 2.22%.

 

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