DZ20231010

 

International Relationship

*Chairman Xi Jinping met the US Senate Majority Leader Shu Mo on October 9th whom led a two-party delegation to visit China.

 

Industrial Economy

*Li Qiang, Premier of the State Council emphasized to highly strengthen and optimize the digital economy from a strategic overall perspective, empower economic and social development in accelerating digital transformation, and create new momentum and advantages for high-quality development, during his research in Zhejiang.

*The United States has agreed Samsung Electronics and SK Hynix to provide chip manufacturing equipment to its factories in China without any other permission.

*The Ministry of Transport and other nine departments jointly issued notice on promoting the healthy and sustainable development of urban public transportation, which proposed to strengthen the promotion and application of the Beidou satellite navigation system, promote reasonable layout of photovoltaic power generation facilities in suitable areas according to local conditions and promote the optimization and improvement of existing urban rail transit lines according to local conditions and classification.

*MIIT approved the new generation mobile communication system (5G-R) test frequency for railways based on 5G technology, supporting its field technology testing of 5G-R systems, and continuously promoting high-quality development of railway communication industry.

 

Financials

*Under the guidance of PBoC, a recommended industry standard on the risk management of artificial intelligence applications in the financial field is being formulated, according to insiders.

 

Oct 9 Block Trade Info

*Discount

- Brightgene Bio-Medical (688166 CH) saw 6 block trades worth 55.09mn at 28.45yuan per share, 14.13pct discount from last closing.

- Taienkang Pharma (301263 CH) saw 12 block trades worth 89.38mn at 16.37yuan per share, 8.90pct discount from last closing.

- Hualan Biological (301207 CH) saw 7 block trades worth 49.76mn at 32.00yuan per share, 6.79pct discount from last closing.

- Maxvision Tech (002990 CH) saw 18 block trades worth 128.10mn at 28.41yuan per share, 8.59pct discount from last closing.

 

*Flat

- Moutai (600519 CH) saw 2 block trades worth 116.39mn at 1777yuan per share, flat from last closing.

- Wuliangye (000858 CH) saw 2 block trades worth 186.90mn at 154.27yuan per share, flat from last closing.

 

*Margin Trade (SZ Margin Trade balance not released)

Total Margin Balance

1.5216 trillion

Total Short Selling Balance

82.4 billion

SH Margin Balance

0.8017 trillion

SH Short Selling Balance

52.2 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

600519

309mio

601099

8.9mio

600418

284mio

600010

4.7mio

600919

124mio

600418

3.6mio

600895

112mio

601288

3.5mio

601888

109mio

600919

3.0mio

SZ Margin Balance

0.7197 trillion

SZ Short Selling Balance

30.2 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

300750

322mio

002465

7.5mio

000625

234mio

300376

2.1mio

002241

151mio

300142

2.1mio

000766

128mio

300432

2.0mio

000988

105mio

002681

1.6mio

 

*Connection Trade

SH-HK Connection (bn cny)

SZ-HK Connection (bn cny)

Northbound Net Cash Flow

-3.589

Northbound Net Cash Flow

-3.871

Southbound Net Cash Flow

+1.051

Southbound Net Cash Flow

+0.992

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

600519

310

0.14

601012

357

1.73

600129

61.5

2.37

300750

355

0.40

002466

56.9

0.63

601318

215

0.24

601138

56.3

0.14

000333

192

0.49

002241

47.3

0.88

300274

163

1.22

 

*Index Futures

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2310

90,258

25,230

77,676

5,537

90,665

4,901

IF2312

30,719

8,636

84,880

2,887

120,413

2,892

IF2403

5,779

1,552

15,103

826

20,621

963

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2310

52,952

8,889

41,138

1,996

49,440

2,244

IH2312

21,168

5,293

40,562

2,034

61,908

1,992

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2310

60,563

21,218

79,459

3,226

78,331

3,096

IC2311

9,740

4,890

10,521

3,091

9,863

3,035

IC2312

19,548

4,800

95,849

1,338

105,563

1,005

IC2403

6,728

299

53,869

552

62,880

330

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2310

57,779

10,443

52,957

1,667

56,444

1,449

IM2312

22,762

6,210

71,981

2,029

77,259

1,696

IM2403

7,383

-193

38,185

704

42,201

580

 

*Index Options

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2310

159096

67548

77668

1610

85232

2577

IO2312

12620

3536

35897

659

42008

536

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2310

107514

46768

34384

444

39752

860

MO2312

4694

-245

23490

37

26928

291

SSE50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2310

93446

42952

41399

835

43945

1079

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2312

55,844

-15,035

60,742

-207

61,865

-1,051

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2312

90,357

-13,031

96,259

-169

99,053

-1,279

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2312

111,555

-832

159,544

-668

155,811

-675

T2403

4,792

1,530

9,472

-6

10,026

-20

30-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TL2312

41,650

446

30,258

-306

31,865

-48

 

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

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Nickel

NI2311

153,050.0

+2.24%

92,324

66,989

Corn Starch

CS2311

2,957.0

+1.55%

79,014

149,212

No.1 Soybeans

A2311

5,125.0

+1.24%

68,611

93,857

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Coke

J2401

2,427.0

-3.04%

21,568

46,767

Soda Ash

SA401

1,698.0

-2.69%

395,906

922,063

Fuel Oil

FU2401

3,362.0

-2.21%

285,986

230,487

 

* Commodities (night session):

* Global crude oil price closed up mostly. November NYMEX crude oil contract up 4.34% to closed at $86.38/b, December Brent contract up 4.23% to closed at $88.16/b. INE crude oil active contract down 0.44% to 663.7 yuan/b.

* Precious metals closed mixed. COMEX gold active contract up 1.62% and closed at $1875/oz. SHFE gold active contract down 0.42% and closed at 452.56 yuan/gram.

* Metals closed up mostly, LME nickel up 2.11%, LME tin up 1.65%, LME lead up 0.93%, LME lead down 0.93%. SHFE nickel up 2.24%, SHFE zinc down 1.44%, SHFE lead down 1.16%, SHFE aluminum down 0.65%.

* Commodity futures closed down mostly. Chemistry and energy products saw weak performance, soda ash down 2.69%, fuel oil down 2.21%, LPG down 1.72%, butadiene rubber up 1.19%, TSR 20 up 1.03%. Black series closed don mostly, coke down 3.04%, coking coal down 2.13%, iron ore down 1.92%. Agricultural products closed down collectively, No.2 soybeans down 2.21%, rapeseed meal down 1.43%, RBD palm olein down 1.31%.

 

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