DZ20230814

 

Data

*PBoC: The increase in social financing in July was 528.2 billion yuan, a decrease of 270.3 billion yuan compared to the same period last year. In the first seven months of 2023, The cumulative increase in social financing scale is 22.08 trillion yuan, an increase of 206.9 billion yuan compared to the same period last year.

*PboC: RMB loans increased by 345.9 billion yuan in July, a decrease of 349.8 billion yuan compared to the same period last year.

*PBoC: At the end of July, broad money (in general currency)M2 balance is 2.854 trillion, increase by 10.7% y/y.

 

Financials

*CSRC agreed to register the Shanghai Export Container Settlement Freight Index (European route) futures and determine it as a specific domestic variety.

*CSRC and the Hong Kong Securities Regulatory Commission reached a consensus on promoting the inclusion of bulk transactions into the interconnection mechanism, which in order to further deepen the mutual access mechanism for trading in the mainland and Hong Kong stock markets, enrich trading methods, enhance transaction convenience, and promote the common development of capital markets in both places.

 

Industrial Economy

*The US Department of Transport announced on August 11th that starting from September 1st, the number of Chinese passenger flights allowed to fly to the United States will be increased to 18 per week. Starting from October 29th, the number of Chinese passenger flights allowed to fly to the United States will be increased to 24 per week. Currently, this number is 12 shifts per week.

*Shanghai recently released the "5G Network Near-Sea Covering and Integration Application" action plan, which proposed that by the end of 2024, the depth and breadth of near-sea coverage and integrated application of 5G networks will be significantly improved, forming a highland for innovative development leading areas, and demonstration areas for intelligent ocean applications empowered by 5G.

 

 

Aug 11 Block Trade Info

*Discount

- Yuneng Tech (688348 CH) saw 7 block trades worth 53.31mn at 155.63yuan per share, 2.66pct discount from last closing.

- Huayi Brothers Media (300027 CH) saw 3 block trades worth 73.80mn at 2.66yuan per share, 10.14pct discount from last closing.

- Roshow Tech (002617 CH) saw 2 block trades worth 61.29mn at 6.64yuan per share, 6.08pct discount from last closing.

 

*Premium

- Zijin Mining (601899 CH) saw 1 block trades worth 223.32mn at 12.56yuan per share, 0.48pct discount from last closing.

- Nanjing Securities (601990 CH) saw 1 block trades worth 115.01mn at 10.23yuan per share, 14.30pct discount 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 0.27% to closed at $83.04/b, October Brent contract up 0.22% to closed at $86.59/b. INE crude oil active contract up 3.85% to 663.6 yuan/b.

* Precious metals closed mixed. COMEX gold contract down 0.16% to closed at $1945.7/oz. SHFE gold active contract up 0.18% and closed at 455.36 yuan/gram.

* Metals closed down collectively, LME zinc down 2.4%, LME tin down 1.6%, LME zinc down 1.16%. SHFE tin down 1.98%, SHFE zinc down 1.16%, SHFE aluminum down 0.81%.

* Commodity futures closed mixed. Chemistry and energy products closed mixed, LPG up 1.95%, soda ash up 1.71%. Black series closed up mostly, iron ore up nearly 1%. Agricultural products closed down mostly, corn starch down 1.72%, corn down 1.35%.

 

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