DZ20230801

 

Xi’s emphasis

*Qiushi magazine published an important article by General Secretary Xi Jinping titled "strengthening basic research to achieve high-level scientific and technological self-reliance", which emphasized that strengthening basic research is an urgent requirement to achieve high-level technological self-reliance and self-improvement, and it is the only way to build a world-renowned technology country.

 

Policy

*State Council Premier Li Qiang presided over the executive meeting on July 31st, studying the follow-up arrangements related to the phased policies that are due, decided to approve Shandong Shi dao Bay, Fujian Ning De, and Liaoning Xu Dabao nuclear power projects, emphasized the need to strengthen counter cyclical adjustment and policy reserve research, introduce new policy measures for cameras, and better reflect the pertinence, combination and synergy of macro policies.

 

Industrial Economy

*NDRC held a press conference on measures to restore and expand consumption which state that promoting the growth of residents' income is basically synchronized with economic growth, will study and optimize more popular and inclusive support policies for the automobile consumption segmented market.

*Administration for Market Regulation will work with relevant departments to issue opinions on improving the consumption environment, launch the creation of national demonstration cities for assured consumption, play a leading role in creating cities as a whole, and further improve and upgrade the consumption environment in various regions.

*Ministry of Agriculture and Rural and Ministry of Emergency Management jointly issued emergency notices that multi-channel mobilization of drainage and irrigation machinery equipment such as water pumps to support disaster-stricken areas to carry out disaster relief and emergency drainage of farmland water.

*MoC and other four departments jointly issued announcement regarding the implementation of temporary export controls for some drones-related items will be officially implemented from September 1st.

*MIIT will study and formulate policy documents to promote the high-quality development of audio-visual electronic industry.

*Shanghai: Strongly support the demand for rigid and improved housing, promote the stable and healthy development of Shanghai's real estate market.

 

July 31 Block Trade Info

*Discount

- Aonong Biological (603363 CH) saw 11 block trades worth 55.77mn at 8.63yuan per share, 13.96pct discount from last closing.

- Sany Heavy Industry (600031 CH) saw 3 block trades worth 70.79mn at 17.57yuan per share, 1.01pct discount from last closing.

- CATL (300750 CH) saw 13 block trades worth 96.85mn at 230.05yuan per share, 3.24pct discount from last closing.

 

*Flat

- Wonders Info (300168 CH) saw 4 block trades worth 155.92mn at 10.84yuan 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 1.46% to closed at $81.76/b, October Brent contract up 0.97% to closed at $85.23/b. INE crude oil active contract up 2.09% to 619.9 yuan/b.

* Precious metals closed up collectively. COMEX gold contract up 0.19% to closed at $2003.7/oz. SHFE gold active contract up 0.26% and closed at 457.74 yuan/gram.

* Metals closed up mostly, LME zinc up 3.1%, LME aluminum up 2.93%, LME copper up 2%. SHFE zinc up 1.85%, SHFE copper up 1.54%, bonded copper up 1.50%.

* Commodity futures closed mixed. Chemistry and energy products closed mixed, glass up 5.01%, fuel oil up 2.45%, EB up 1.41%. Black series closed up collectively, coke up 2.6%, iron ore up 1.26%, coking coal up 1.17%. Agricultural products closed up mostly, rapeseed meal up 1.39%, soybean meal up 1.06%, rapeseed oil down 1.5%.

 

Download PDF

 

DISCLAIMER

The report is issued by Orient Securities Co. LTD (Orient Securities) and Shanghai Orient Futures Co. LTD (Orient Futures) to institutional investors. Opinions expressed may differ from those of other divisions of Orient Securities, including Orient Securities Research Institute. Orient Securities may trade as principal in instruments identified herein and may accumulate/have accumulated a long or short position in instruments or derivatives thereof. Orient Securities has policies designed to negate conflicts of interest. This e-mail is not an official confirmation of terms and unless stated, is not a recommendation, offer or solicitation to buy or sell. Any prices or quotations contained herein are indicative only. Communications may be monitored.