DZ20231103

 

Industrial Economy

*MIIT issued the “Guiding Opinions on the Innovative Development of Humanoid Robots”, proposing that by 2025, the initial establishment of the humanoid robot innovation system will make breakthroughs in a batch of key technologies such as “brain, limbs”, ensuring safe and effective supply of core components. By 2027, the humanoid robot technology innovation capability has significantly improved, forming a safe and reliable industrial chain system, build an internationally competitive industrial ecosystem, and achieve world-class comprehensive strength.

*MIIT solicited opinions on the “Implementation Plan for High-Quality Development of Green Building Materials Industry”, which proposes that by 2025, the annual revenue of green building materials will exceed 260 billion yuan, with an average annual growth rate of over 15% from 2023 to 2025.

*Chinese scientists made significant breakthroughs in the mechanism research of nickel-based superconductors, it proposed for the first time internationally a multi-track model of double-layer nickel-oxygen superconductive body and analyzed its electromagnetic properties.

 

Financials

*MoC: Research and promote the rational reduction of the negative list of foreign investment access, completely cancel the restrictions on foreign investment access in the manufacturing industry, expand access to foreign markets in modern service industries, strive to break through hidden barriers that affect foreign investment access, and ensure that domestic and foreign capital enter fields outside the negative list equally according to law.

 

Data

*CPCAAUTO: It is estimated that the wholesale sales of new energy passenger vehicles in October will be 890k units, up 32% y/y and up 7% m/m respectively.

 

Nov 2 Block Trade Info

*Discount

- Sanan Optoelectronics (600703 CH) saw 1 block trades worth 267.69mn at 14.47yuan per share, 1.90pct discount from last closing.

- Huayi Group (600623 CH) saw 2 block trades worth 216.50mn at 6.73yuan per share, 3.03pct discount from last closing.

- Topsec Tech (002212 CH) saw 9 block trades worth 229.45mn at 8.47-9.10yuan per share, 1.83-8.63pct discount from last closing.

 

*Flat

- Zijin Mining Group (601899 CH) saw 1 block trades worth 61.05mn at 12.21yuan per share, flat 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 up collectively. December NYMEX crude oil contract up 2.54% to closed at $82.48/b, January Brent contract up 2.69% to closed at $86.91/b. INE crude oil active contract up 0.61% to 655.1 yuan/b.

* Precious metals closed up collectively, COMEX gold active contract up 0.29% and closed at $1993.3/oz. SHFE gold active contract down 0.01% and closed at 478.38 yuan/gram.

* Metals closed mixed, LME lead up 1.14%, LME copper up 0.86%, LME zinc down 0.8%, LME nickel down 0.66%. SHFE lead up 1.10%, SHFE zinc down 0.61%, SHFE aluminum down 0.60%.

* Commodity futures closed up collectively. Chemistry and energy products closed up mostly, soda ash up 3.23%, glass up 1.7%, methanol up 1.34%. Black series closed up collectively, coking coal up 3.65%, coke up 3.38%. Agricultural products closed up collectively, RBD palm olein up 1.44%, No.2 soybeans up 1.27%, soybean oil up 1.02%.

 

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