DZ20231030

 

Xi’s Emphasis

*General Secretary of the Central Committee Xi Jinping presided over the meeting to review the “Opinions on Further Promoting the Comprehensive Revitalization of Northeast China in the New Era and Achieve New Breakthroughs in Several Policy Measures”.

 

Financials

*National Council of Social Security Fund organized the 2023 domestic investment manager symposium in Chengdu, which pointed out that A-shares have entered the window period of long-term allocation of value, give full play to the role of institutional investors and long-term funds to serve the implementation of national strategies and help the steady development of the capital market while seizing investment opportunities.

*CSRC released the “Decision on Amending the Standards for the Content and Formature of Public Issuance of Securities for Company Information Disclosure”, which extends the financial information validity period of restructuring projects involving share issuance, promotes listed companies to reduce restructuring costs and accelerate restructuring process.

 

Industrial Economy

*PBoC held a mobilization and deployment meeting to improve the payment service level of overseas personnel coming to China, which pointed out to actively promote the establishment of foreign mobile payment business and domestic use of overseas electronic wallets.

*National Energy Administration released the “Specialized Work Plan for Undue Market Intervention in the Development of New Energy and Pumped Storage”, which pointed out to focus on wind power, photovoltaics, and pumped storage development projects organized by various local organizations since January 1st, 2023.

*China Electronic Corporation newly 8-channel brain-electric collection domestic chip successfully developed which has completely independent intellectual property rights and can be aimed at non-invasive brain-computer interfaces and multimodal neuroelectric physiology equipment.

*The State Administration for Financial Regulation issued a notice on promoting standardized operation and compliance management of financial leasing companies, which encourage golden lease companies to explore business models that support the manufacture and use of equipment assets such as integrated circuit equipment.

 

Oct 27 Block Trade Info

*Discount

- Sanan Optoelectronics (600703 CH) saw 1 block trades worth 283.00mn at 14.15yuan per share, 1.94pct discount from last closing.

- Guangwei Composites (300699 CH) saw 1 block trades worth 51.74mn at 25.87yuan per share, 0.58pct discount from last closing.

 

*Flat

- Hengli Hydraulic (601100 CH) saw 1 block trades worth 74.30mn at 58.05yuan per share, flat from last closing.

- Wanhua Chemical (600309 CH) saw 1 block trades worth 74.06mn at 87.85yuan per share, flat from last closing.

- Focus (002027 CH) saw 1 block trades worth 42.20mn at 6.97yuan per share, flat from last closing.

- Midea (000333 CH) saw 1 block trades worth 158.91mn at 53.74yuan per share, flat from last closing.

 

*Premium

- Piotech (688072 CH) saw 2 block trades worth 55.50mn at 250.00yuan per share, 1.42pct premium from last closing.

 

*Margin Trade （SZ Margin Trade Data 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. December NYMEX crude oil contract up 2.34% to closed at $85.16/b, January Brent contract up 2.15% to closed at $88.92/b. INE crude oil active contract up 1.54% to 673.9 yuan/b.

* Precious metals closed up collectively, COMEX gold active contract up 0.95% and closed at $2016.3/oz. SHFE gold active contract up 1.25% and closed at 481.94 yuan/gram.

* Metals closed up collectively, LME nickel up 1.47%, LME copper up 1.32%, LME zinc up 1.27%, LME aluminum up 1.27%. SHFE aluminum up 1.43%, SHFE zinc up 1.43%, SHFE tin up 1.05%, bonded copper up 1%.

* Commodity futures closed up mostly. Chemistry and energy products closed up collectively, EB up 2.56%, LPG up 1.18%, PP up 1.07%. Black series closed up collectively, iron ore up 1.94%, coking coal up 1.37%. Agricultural products closed up mostly, soybean meal up 1.2%, No.2 soybeans up nearly 1%.

 

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