DZ20231027

 

Industrial Economy

*Shan Xi Province accelerate the construction of unconventional natural gas bases, with unconventional natural gas production of 10.52 billion cubic meters in the first three quarters, up 7.8% y/y, which is close to the level of last year and has set a new record for production in the same period in history.

*MIIT publicly solicited opinions on the “Interim Measures for the gradient cultivation and management of green factories”, which pointed out to stimulate the endogenous power of green manufacturing for enterprises, play a benchmark demonstration role in green manufacturing, and promote green low-carbon transformation and upgrading in industries and regions.

*MoC issued announcement on optimizing and adjusting temporary export control measures for graphite items, among which three highly sensitive graphite items are officially included in the control list while temporary control of 5 low-sensitive graphite items was lifted.

 

Financials

*Premier Li Qiang of the State Council attended the 22nd meeting of the Council of Heads of Government of the member states of the Shanghai Cooperation Organization, whom proposed to jointly promote the acceleration of economic recovery, build a safe and efficient transportation system through cooperation, continuously promote trade and investment liberalization and facilitation,

 

Data

*CPCAAUTO: It is expected that October retail sales of narrow passenger cars of 2.02mio units, up 0.1% m/m and up 9.5% y/y, with the retail sales of NEV about 750k units, up 0.9% m/m and up 34.6% y/y, with a penetration rate of 37.1%.

 

Oct 26 Block Trade Info

*Discount

- Sanan Optoelectronics (600703 CH) saw 1 block trades worth 212.25mn at 14.15yuan per share, 1.94pct discount from last closing.

 

*Flat

- Ping An Insurance (601318 CH) saw 1 block trades worth 138.06mn at 45.70yuan per share, flat from last closing.

- Hengli Hydraulic (601100 CH) saw 1 block trades worth 74.22mn at 56.10yuan per share, flat from last closing.

- Moutai (600519 CH) saw 1 block trades worth 132.44mn at 1672.23yuan per share, flat from last closing.

- BYD (002594 CH) saw 3 block trades worth 68.00mn at 238.61yuan per share, flat from last closing.

- Rongsheng Petrochemical (002493 CH) saw 1 block trades worth 79.68mn at 11.16yuan per share, flat from last closing.

- Hengyi Petrochemical (000703 CH) saw 1 block trades worth 60.01mn at 7.06yuan per share, flat from last closing.

- Midea (000333 CH) saw 1 block trades worth 60.91mn at 52.51yuan per share, flat from last closing.

 

*Premium

- Zangge Mining (000408 CH) saw 1 block trades worth 90.05mn at 22.50yuan per share, 2.37pct premium 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 down collectively. December NYMEX crude oil contract down 2.21% to closed at $83.50/b, January Brent contract down 1.87% to closed at $87.45/b. INE crude oil active contract down 1.09% to 659.8 yuan/b.

* Precious metals closed up collectively, COMEX gold active contract up 0.01% and closed at $1995/oz. SHFE gold active contract up 0.26% and closed at 476.96 yuan/gram.

* Metals closed down mostly, LME tin down 2.28%, LME zinc down 2.02%, LME nickel down 1.7%. LME lead up 0.46% on the contrast. SHFE tin down 1.71%, SHFE nickel down 0.79%, SHFE zinc down 0.76%.

* Commodity futures closed mixed. Chemistry and energy products closed down mostly, wood pulp down 1.43%. Black series closed up mostly. Agricultural products closed up collectively, RBD palm olein up 1.46%, No.2 soybeans up 1.29%, soybean oil up 1.14%.

 

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