DZ20240103

 

Policy

*Shanghai: Adjust the policy of personal housing loans for housing provident fund. If the individual housing loans for housing provident fund have not been used nationwide or for the first time, it is recognized as a second set of improved housing. For those identified as the second set of improved housing, the minimum down payment ratio is 50%.

 

Financial

*SASAC held the Central Enterprise Financial Work Conference on December 28th, 2023, which pointed out that in 2024, all central enterprises will follow the trend of intelligent transformation and accelerate the transformation of financial digitalization.

*China Securities Association: Promote the optimization of securities trading managers’ models for public funds, and improve self-discipline rules.

 

Industrial Economy

*MIIT issued documents such as “Guidelines for Handling Licenses for Radio Frequency Use of Satellite Communication Networks”.

*CAICT released the “White Paper on New Generation Artificial Intelligence Infrastructure”, which proposed that the broadband facilities such as 5G, gigabit optical networks, and data centers have entered a new stage of large-scale deployment and application.

*The Netherlands prevented ASML from exporting to China after the US imposed export restrictions by revoking some licenses.

 

Jan 2 Block Trade Info

*Discount

- Baoshan Iron&Steel (600019 CH) saw 1 block trades worth 454.90mn at 5.93yuan per share, 1.33pct discount from last closing.

- CATL (300750 CH) saw 4 block trades worth 549.10mn at 151.40yuan per share, 3.46pct discount from last closing.

 

*Flat

- Hikvision Digital Tech (002415 CH) saw 1 block trades worth 135.08mn at 33.77yuan per share, flat from last closing.

- Shaanxi International Trust (000563 CH) saw 2 block trades worth 198.69mn at 3.04yuan per share, flat from last closing.

 

*Margin Trade

 

*Connection Trade

 

*Index Futures

 

*Index Options

 

*Treasury Futures

 

* Commodities (night session):

* Global crude oil price closed down collectively. February NYMEX crude oil contract down 1.61% to closed at $70.50/b, March Brent contract down 1.31% to closed at $76.03/b. INE crude oil active contract down 1.90% to 542.8 yuan/b.

* Precious metals closed mixed, COMEX gold active contract down 0.2% and closed at $2067.6/oz. SHFE gold active contract up 0.02% and closed at 483.18 yuan/gram.

* Metals closed down mostly, LME aluminum down 2.45%, LME zinc down 1.73%, LME tin down 1%. SHFE aluminum down 0.56%, SHFE nickel up 0.58%, SHFE zinc up 0.49%, SHFE tin up 0.42%.

* Commodity futures closed mixed, chemistry and energy products performed weak, TSR 20 down 1.89%, natural rubber down 1.32%, PTA down 1.1%. Black series closed up collectively, iron ore up 1.92%, coking coal up 1.83%, coke up 1.75%. Agricultural products closed down mostly, No.1 soybeans down 1.62%, soybean oil down 1.5%, RBD palm olein down 1.27%.

 

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