DZ20230621

Relationship

*Ministry of Foreign Affairs introduced five consensuses agreed between China and the United States including encourage the expansion of educational exchanges between the two countries, hold active discussions on increasing passenger flights, welcome more mutual visits by students, scholars and business people from each other and provide support and facilitation to this end.

 

Industrial Economy

*Wang Huning, Chairman of CPPCC attended the research and consultation symposium on "recovery and expansion of consumption" whom emphasized to deeply understand that restoring and expanding consumption is an essential part of promoting Chinese-style modernization.

*The Ministry of Agriculture and Rural Affairs deployed deep-sea aquaculture work which planned to build another 16 million cubic meters of deep-sea aquaculture.

*Shanghai is focusing on building a world-class digital industry cluster with a core industry scale of over 550 billion yuan, said by Wu Jincheng, head of Shanghai Municipal Commission of Economy and Information Technology.

*China first LNG storage tank space storage business bidding transaction.

 

Data

*National Energy Administration: As of the end of May, the cumulative installed capacity of power generation in China has increased by 10.3% y/y, with the installed capacity of solar power generation was about 450 million kw, up 38.4% y/y and the installed capacity of wind power was about 380 million kw, up 12.7% y/y.

 

June 20 Block Trade Info

*Discount

- 712 (603712 CH) saw 7 block trades worth 386.62mio at 25.04yuan per share, 14.19pct discount from last closing.

- Bethel Automotive Safety Systems (603596 CH) saw 13 block trades worth 94.65mn at 75.30yuan per share, 5.85pct discount from last closing.

- Zhongji Innolight (300308 CH) saw 3 block trades worth 408.51mn at 155.12yuan per share, 8.75pct discount from last closing.

- Toread (300005 CH) saw 3 block trades worth 75.01mn at 7.98yuan per share, 4.66pct discount from last closing.

- Mls (002745 CH) saw 6 block trades worth 57.79mn at 8.26yuan per share, 9.73pct discount from last closing.

 

*Flat

- Moutai (600519 CH) saw 5 block trades worth 90.66mn at 1743.46yuan per share, flat from last closing.

- Midea (000333 CH) saw 1 block trades worth 143.95mn at 57.58yuan per share, flat from last closing.

 

*Margin Trade

Total Margin Balance

1.5165 trillion

Total Short Selling Balance

97.5billion

SH Margin Balance

0.7911 trillion

SH Short Selling Balance

62.3 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

601360

213mio

601997

11.8mio

600150

134mio

601360

2.9mio

688111

118mio

600839

2.7mio

601186

112mio

600372

2.0mio

688981

105mio

600022

2.0mio

SZ Margin Balance

0.7252 trillion

SZ Short Selling Balance

35.2 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

000063

526mio

002602

4.4mio

002281

185mio

300229

3.6mio

300418

176mio

002424

3.5mio

000858

165mio

002892

3.5mio

000936

160mio

000100

3.4mio

 

*Connection Trade

SH-HK Connection (bn cny)

SZ-HK Connection (bn cny)

Northbound Net Cash Flow

+0.913

Northbound Net Cash Flow

+0.828

Southbound Net Cash Flow

-1.935

Southbound Net Cash Flow

-1.018

Top 5 Northbound Inflow

Top 5 Northbound Outflow

Name

Market Value (mio cny)

‰ out of ttl share outstanding

Name

Market Value (mio cny)

‰ out of ttl share outstanding

600406

6573

35.00

603613

525

18.12

600150

404

3.00

601318

422

0.49

603489

353

36.35

300750

280

0.28

601138

300

0.57

600570

222

2.53

000977

267

2.92

600519

160

0.07

 

*Index Futures

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2307

61,729

-4,895

57,804

808

70,096

-145

IF2309

22,965

75

60,532

68

79,291

1,508

IF2312

5,724

1,228

13,711

-396

17,485

-34

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2307

47,359

-8,278

42,498

706

51,527

44

IH2309

16,536

-5,667

37,606

-172

53,663

219

IH2312

4,293

-1,568

14,392

235

15,900

332

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2307

43,540

-2,965

65,072

651

68,391

745

IC2309

16,298

-221

103,729

-1,276

105,709

-510

IC2312

10,209

2,633

54,676

96

57,072

-73

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2307

35,688

-1,896

39,068

45

41,011

-198

IM2309

13,996

-2,161

55,440

-233

57,705

-259

IM2312

6,640

1,119

32,434

482

34,858

388

 

*Index Options

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2307

73974

-3377

50163

3476

51002

3734

IO2309

3962

-173

28965

501

30250

518

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2307

40096

-377

21086

1089

23173

1169

SSE50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2307

34832

-7079

28093

3043

29266

3861

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2309

94,200

-2,124

45,633

-796

44,698

-1,890

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2309

100,739

-17,444

89,652

-137

87,494

-1,072

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2309

100,898

-50,018

172,890

-1,106

171,471

-2,113

30-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TL2309

20,476

-6,065

14,064

-14

15,359

113

 

*Night Session Commodities Market (As of 02:30 am)

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Crude Oil

SC2308

546.5

+2.21%

147,160

30,736

No.1 Soybeans

A2309

5,069.0

+1.32%

108,307

148,181

Rapeseed Oil

OI309

8,650.0

+0.93%

340,624

284,397

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Silver

AG2308

5,502.0

-2.2%

472,747

372,697

Soda Ash

SA309

1,678.0

-1.81%

760,098

1,129,409

Low Sulfur Fuel Oil

LU2309

4,010.0

-1.62%

74,605

184,210

 

* Commodities (night session):

* Global crude oil price moved down mostly. August NYMEX crude oil contract down 1.47% to closed at $70.87/b, August Brent contract down 0.84% to closed at $75.45/b. INE crude oil active contract up 2.21% to 545.5 yuan/b.

* Precious metals closed down collectively. COMEX gold contract down 1.17% to closed at $1948.1/oz. SHFE gold active contract down 0.41% and closed at 449.38 yuan/gram.

* Metals closed mixed, LME zinc down 2.81%, LME nickel down 2.41%, LME tin down 0.72%. LME lead up 0.63%. SHFE zinc down 0.74%, SHFE nickel down 0.56%, SHFE copper up 0.51%, bonded copper up 0.49%, SHFE lead up 0.48%.

* Commodity futures closed down mostly. Chemistry and energy products saw weak performance, soda ash down 1.81%, bitumen down 1.42%, fuel oil down 1.17%, bleached softwood kraft pulp down 1.12%. Black series closed down collectively, iron ore down 1.49%, steel rebar down 1.31%, hot-rolled coil down 1.22%. Agricultural products performed mixed, No.1 soybeans up 1.32%.

 

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