DZ20230728

 

International Economy

*Chairman Xi Jinping met Indonesian President Joko.in Chengdu whom attended the opening ceremony of the 31st Summer Games for World College Students on the afternoon of July 27th.

 

Industrial Economy

*State Administration for Financial Supervision and Administration stated to guide banks and insurance institutions to increase their support for consumption, standardize the development of consumer finance products and services, encourage the consumption of bulk commodities such as NEV and green household appliances, promote the improvement of residential consumption, actively develop service consumption, unleash travel consumption potential, accelerate the cultivation of new types of consumption, vigorously advocate green low-carbon consumption, and enhance residents' consumption confidence. The next step will implement various policies introduced earlier, increase financial support for expanding domestic demand, strengthen financial support for key areas and weak links and make every effort to promote sustained economic recovery.

*The third China General Aviation Development Conference and the first drone industry regulation and development seminar was held in Changchun City, Jilin Province on July 27th, which pointed out that China's unmanned aircraft sales account for about 70% of the global market share.

 

Financials

*PBoC: Steadily promote the pilot work of financial reform in science and technology innovation,promote banking and financial institutions to launch credit products that are suitable for the characteristics of start-up enterprises, develop venture capital secondary market funds and expand the pilot scope of private equity fund share transfer and encourage more science and technology innovation enterprises to issue and list on the stock market.

 

Data

*State Administration of Financial Supervision: The net profit of commercial banks in the first half of the year was 1.3 trillion yuan, an increase of 2.6% y/y, indicating that the overall risk resistance ability is sufficient.

 

July 27 Block Trade Info

*Discount

- Jinpan Smart Tech (688676 CH) saw 6 block trades worth 150.63mn at 171.48yuan per share, 6.04pct discount from last closing.

- Eastroc Beverage (605499 CH) saw 5 block trades worth 143.77mn at 171.48yuan per share, 6.04pct discount from last closing.

- Neusoft (600718 CH) saw 1 block trades worth 164.39mn at 9.72yuan per share, 4.14pct discount from last closing.

- Techwinsemi Tech (001309 CH) saw 4 block trades worth 132.35mn at 70.79yuan per share, 3.41pct discount from last closing.

- Changan Auto (000625 CH) saw 1 block trades worth 136.16mn at 13.63yuan per share, 2.22pct discount from last closing.

- Xingye Silver&Tin Mining (000426 CH) saw 7 block trades worth 187.66mn at 8.60yuan per share, 9.28pct discount from last closing.

 

*Flat

- Wantai Biological Pharmacy (603392 CH) saw 4 block trades worth 294.32mn at 73.58yuan per share, flat from last closing.

- Zijin Mining (601899 CH) saw 1 block trades worth 140.39mn at 12.88yuan per share, flat from last closing.

- Fenghua Advanced Tech (000636 CH) saw 1 block trades worth 325.86mn at 15.56yuan per share, flat from last closing.

- Weichai Power (000338 CH) saw 1 block trades worth 274.82mn at 12.52yuan 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 closed up collectively. September NYMEX crude oil contract up 1.32% to closed at $79.82/b, October Brent contract up 1.02% to closed at $83.40/b. INE crude oil active contract up 0.78% to 607.9 yuan/b.

* Precious metals closed down collectively. COMEX gold contract down 1.21% to closed at $1946.3/oz. SHFE gold active contract down 0.69% and closed at 455.64 yuan/gram.

* Metals closed mixed, LME tin down 1.72%, LME zinc down 0.79%, LME nickel up 0.76%. SHFE tin down 2.03%, SHFE zinc down 0.70%, SHFE lead up 0.25%.

* Commodity futures closed mixed. Chemistry and energy products saw mixed performance, PVC up 2.29%, LPG up 2.12%, soda ash down 2.17%. Black series closed down collectively, iron ore down 1.28%, coking coal down 1.09%, coke down 1.01%. Agricultural products closed mixed, rapeseed oil down 1.51%, RBD palm olein down 1.23%.

 

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