DZ20231020

 

International Relationship

*NDRC signed four cooperation documents with relevant departments in Cambodia, jointly building the “Belt and Road”, investing in production capacity and investment, investing in green low-carbon development, and cooperating with China-Cambodia railway.

 

Industrial Economy

*MIIT: Continue to promote the implementation of the “Action Plan for the Integration of Virtual Reality and Industry Application Development (2022-2026)”, accelerate the large-scale application of virtual reality in key areas such as industrial production and cultural tourism, said by Deputy Minister Xu Xiaolan, at the 2023 World VR Industry Conference.

*The Administration for Market Regulation recently issued the “Guidelines for Special Food Safety Compliance in Online Sales”, which further clarified the responsibilities and obligations of third-party platforms for online food trading and online food operators to sell special food.

*The Administration for Market Regulation issued the “Guiding Opinions on Measuring Promoting the High-Quality Development of Instrumentation Industry”, which pointed out that by 2025, the measurement performance and technical indicators of some domestic instruments and meters will reach or approach the international advanced level.

*The 58 billion yuan project was signed at the Global Industrial Internet Conference, covering multiple industries and fields such as industrial internet, metaverse, intelligent chips, big data and artificial intelligence.

 

Financials

*The number of provinces and cities that plan to issue special refinancing bonds has increased to 20, with a total amount exceeding 900 billion yuan.

 

Oct 19 Block Trade Info

*Discount

- Autowell Tech (688516 CH) saw 7 block trades worth 222.43mn at 115.00yuan per share, 15.66pct discount from last closing.

- Yahong Meditech (688176 CH) saw 5 block trades worth 60.77mn at 9.07yuan per share, 12.11pct discount from last closing.

- Baheal Medical (301015 CH) saw 11 block trades worth 245.55mn at 23.84yuan per share, 13.25pct discount from last closing.

- Hydsoft Tech (301316 CH) saw 10 block trades worth 45.64mn at 23.40yuan per share, 15.37pct discount from last closing.

 

*Flat

- Moutai (600519 CH) saw 2 block trades worth 33.09mn at 1630.00yuan per share, flat from last closing.

- China Eastern Airlines (600115 CH) saw 1 block trades worth 49.88mn at 4.04yuan per share, flat from last closing.

- S.C New Energy Tech (300724 CH) saw 1 block trades worth 51.83mn at 69.54yuan 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 collectively. November NYMEX crude oil contract up 2.17% to closed at $89.16/b, December Brent contract up 1.92% to closed at $93.26/b. INE crude oil active contract up 1.43% to 693.2 yuan/b.

* Precious metals closed up collectively. COMEX gold active contract up 0.94% and closed at $1986.8/oz. SHFE gold active contract up 1.17% and closed at 475.80 yuan/gram.

* Metals closed mixed, LME tin down 1.01%, LME nickel down 0.67%, LME lead down 0.48%. LME copper up 0.48%. Bonded copper up 0.44%, SHFE lead up 0.43%, copper up 0.36%, SHFE tin down 0.73%.

* Commodity futures closed mixed. Chemistry and energy products closed mixed, butadiene rubber up 1.42%, PVC up 1%, glass down 1.55%, TSR 20 down 1.51%. Black series closed up mostly. Agricultural products closed mixed, RBD palm olein down 1.74%, rapeseed oil down 1.6%, soybean oil down 1.06%.

 

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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.