DZ20230515

Data

*CPCAAUTO: Apr pickup market sales reached 42k units, up 24.5% y/y, which was at the middle and high level in recent 5 years, down 11.2% m/m, and the m/m decrease was not significant.

 

Financials

*A local commercial bank in the eastern region said that the bank's current notice deposit interest rate will be adjusted and reduced by 50 to 55 basis points from next week.

*The SSE launched the listing of new products of STAR 50ETF options related work under the guidance of CSRC.

 

Industrial Economy

*Shanghai will further deepen the cooperation with TESLA, promote the layout of functional sectors such as autonomous driving and robots in Shanghai and jointly create a science and technology industry cluster with core technology advantages and facing the global market, according to Shanghai Economic and Information Commission.

*Liu Guozhong, vice premier of the State Council recently emphasized to focus on tackling agricultural "neck sticking" technology, deeply implement the revitalization of seed industry, accelerate the construction of high-standard farmland, accelerate the progress of agricultural science and technology and consolidate the foundation of national food security.

*Zheng Zhajie, head of NDRC published signed articles to innovate and improve macro-control and promote high-quality economic development, accelerate the development of the digital economy, take comprehensive measures to unleash consumption potential and stabilize major purchases of automobiles, electronic products and real estate, foster and strengthen new hotspots in the green consumption, cultural tourism and other services, accelerate the construction of charging piles, energy storage and other facilities and upgrade supporting power grids.

 

Co Focus

*CHINA MEHECO (600056 CH) proposed to issue GDR and apply for listing on the SWX, according to the co announcement on May 12th.

 

May 12 Block Trade Info

*Discount

- National Silicon Industry (688126 CH) saw 7 block trades worth 410.76mn at 19.56yuan per share, 2.98pct discount from last closing.

- CICC (601995 CH) saw 21 block trades worth 211.09mn at 41.80yuan per share, 5.54pct discount from last closing.

- Three squirrels (300783 CH) saw 14 block trades worth 46.40mn at 18.53yuan per share, 13.69pct discount from last closing.

- Nhwa Pharm (002262 CH) saw 24 block trades worth 362.26mn at 24.48yuan per share, 8.79pct discount from last closing.

 

*Premium

- Zijin Mining (601899 CH) saw 1 block trades worth 278.25mn at 11.08yuan per share, 0.91pct premium from last closing.

 

*Flat

- Century Huatong (002602 CH) saw 1 block trades worth 110.40mn at 5.52 yuan per share, flat from last closing.

- Midea (000333 CH) saw 1 block trades worth 206.53bn at 55.82yuan 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 performed weak. June NYMEX crude oil contract down 1.1% to closed at $70.09/b, July Brent contract down 1.09% to closed at $74.16/b. INE crude oil active contract down 1.61% to 494.6 yuan/b.

* Precious metals closed mixed. COMEX gold contract down 0.24% to closed at $2015.6/oz. SHFE gold active contract up 0.06% to closed at 453.46 yuan/gram.

* Metals closed up mostly, LME nickel up 1.97%, LME aluminum up 1.49%, LME tin down 1.63%, LME lead down 1.61%. SHFE nickel up 1.77%, SHFE copper up 0.87%, bonded copper up 0.83%, SHFE aluminum up 0.78%.

* Commodity futures closed mixed. Energy & chemistry futures saw mixed performance, natural rubber up 2.72%, bleached softwood karft pulp up 2.21%, TSR 20 up 1.22%. PTA down 2.36%, glass down 1.55%, EB down 1.03%. Black series closed up collectively, iron ore up 3.45%, coke up 3.1%, hot-rolled coil up 2.63%. Agricultural products closed mixed, corn starch down 1.25%.

 

 

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