DZ20230918

 

Xi’s Emphasis

*Chairman Xi Jinping published an important article on “Qiushi” magazine to “Solidly promoting the construction of a powerful education country” on September 16th, which emphasized to focus on education industry.

 

Industrial Economy

*Shenzhen issued “Several Measures for Promoting Consumption in Shenzhen”, which proposed to accelerate the construction of a “overcharging city”, and by the end of 2024, a total of 450k charging piles will be built. Support the renewal and consumption of old cars, and give a maximum subsidy of 10k yuan. Support housing consumption to increase the withdrawal amount of housing provident fund rental housing. Increase the purchasing efforts of domestic innovative drugs and medical devices to accelerate the process of product admission.

*Shanghai organized a special rectification work for the construction market in order to further strengthen the supervision and management of market construction activities and optimize the business environment in the field of engineering construction from September 15th.

*Ministry of Education and other four departments issued the “Notice on Adjusting and Improving Policies Related to Student Loans”, which proposed to increase the national student loan amount and adjust the national student loan interest rate.

*Chengdu Network Security and Information Technology Work Conference was held on September 15th, which pointed out to accelerate the construction of the Chengdu-Chongqing national hub node of the national integrated computing power network, accelerate the collaborative construction and optimization of layout for 5G, Internet of Things and satellite internet.

*The Shanghai Internet Information Office with multiple departments jointly issued the “Shanghai Internet Securities Information Service Enterprise Compliance Guidelines” to guide relevant enterprises to strengthen the construction of internet securities information service compliance.

*The Ministry of Ecology and Environment reviewed and approved the “Management Measures for Voluntary Reduction of Greenhouse Gas Transactions (Trial)”, which proposed to gradually expand the field of voluntary emission reduction market support and strengthen market functions, accelerate the establishment of registration agencies and build and operate a good registration system.

 

Sept 15 Block Trade Info

*Discount

- Dizal Pharma (688192 CH) saw 11 block trades worth 46.63mn at 30.59yuan per share, 12.05pct discount from last closing.

- Sanxing Medical (601567 CH) saw 1 block trades worth 117.36mn at 14.67yuan per share, 9.94pct discount from last closing.

- Xinghuacun Fen Wine (600809 CH) saw 1 block trades worth 647.70mn at 239.89yuan per share, 5.01pct discount from last closing.

- Blue Sail Medical (002382 CH) saw 6 block trades worth 182.85mn at 6.57/6.63/6.77yuan per share, 2.07/2.95/0pct discount from last closing.

 

*Flat

- Moutai (600519 CH) saw 1 block trades worth 178.20mn at 1781.99yuan per share, flat from last closing.

- CMB (600036 CH) saw 1 block trades worth 189.52mn at 32.96yuan per share, flat from last closing.

- Wuliangye (000858 CH) saw 1 block trades worth 105.79mn at 159.71yuan per share, flat from last closing.

 

*Margin Trade (SZ Margin Trade balance not released)

 

*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 mostly. October NYMEX crude oil contract up 1.15% to closed at $91.2/b, November Brent contract up 0.59% to closed at $94.25/b. INE crude oil active contract down 0.57% to 732.3 yuan/b.

* Precious metals closed mixed. COMEX gold active contract up 0.66% and closed at $1945.6/oz. SHFE gold active contract down 0.61% and closed at 470.96 yuan/gram.

* Metals closed down mostly, LME zinc down 2.14%, LME nickel down 2.08%, LME aluminum down 1.28%. SHFE nickel down 1.18%, SHFE zinc down 1.14%, SHFE aluminum down 0.83%, SHFE lead up 0.71% on the contrast.

* Commodity futures closed down mostly. Chemistry and energy products closed down collectively, EB down 2.81%, fuel oil down 2.24%, methanol down 1.71%. Black series closed mixed, coking coal up 2.01%, coke up nearly 1%, iron ore down nearly 1%. Agricultural products closed mixed, RBD palm olein down 2.21%, soybean oil down 1.44%, rapeseed oil down 1.25%.

 

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