DZ20240118

 

Industrial Economy

*MIIT publicly solicited opinions on the “Guidelines for the Construction of National Artificial Intelligence Industry Comprehensive Standardization System”, which proposed that by 2026, the proportion of standard results formed by common key technologies and application development projects will reach more than 60%.

*Ministry of Transport and other five departments jointly carry out the pilot work of “vehicle-road-cloud integration” application for intelligent connected vehicles, with a pilot period from 2024 to 2026.

*Ministry of Natural Resources: Research and promote the increase of cultivated land in batches, continue to carry out a new round of strategic actions to break through mines.

*NDRC and the State Food and Reserve Bureau issued the “Special Management Measures for Central Budget Investment in Storage Facilities for Important Agricultural Products Such as Grains”, which pointed out that the subsidy ratio for sugar storage facilities projects shall not exceed 70% of the investment in the construction content of this special support.

 

Financial

*Jiangsu Province issued “Several Measures to Promote the Development and Growth of the Private Economy”, which proposed to give full play to the role of inclusive financial development risk compensation fund, actively support and alleviate the financing difficulties and high financing costs of private small and medium-sized enterprises.

 

Jan 17 Block Trade Info

*Discount

- Hongbo (002229 CH) saw 2 block trades worth 150.88mn at 21.28yuan per share, 2.65ct discount from last closing.

 

*Premium

- Giant Network (002558 CH) saw 4 block trades worth 99.93mn at 10.17yuan per share, 0.10ct premium from last closing.

 

*Flat

- Zijin Mining (601899 CH) saw 1 block trades worth 91.63mn at 11.70yuan per share, flat from last closing.

- Moutai (600519 CH) saw 2 block trades worth 70.97mn at 1577.00yuan per share, flat from last closing.

- Rongda Photosensitive&Tech (300576 CH) saw 1 block trades worth 184.53mn at 34.38yuan per share, flat from last closing.

 

*Margin Trade （SZ Margin Trade 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 mixed. February NYMEX crude oil contract up 0.61% to closed at $72.84/b, March Brent contract down 0.27% to closed at $78.08/b. INE crude oil active contract down 0.68% to 551.9 yuan/b.

* Precious metals closed down collectively, COMEX gold active contract down 1.05% and closed at $2008.8/oz. SHFE gold active contract down 0.66% and closed at 478.46 yuan/gram.

* Metals closed down mostly, LME zinc down 3.16%, LME lead down 2.23%, LME aluminum down 1.72%, LME copper down 0.85%. SHFE zinc down 1.56%, bonded copper down 0.60%, SHFE aluminum down 0.58%.

* Commodity futures closed down collectively, chemistry and energy products closed down mostly, soda ash down 2.92%, LPG down 1.03%. Black series closed down collectively, coking coal down 1.22%. Agricultural products closed down collectively, No.2 soybeans down 2.92%, rapeseed meal down 2.58%, soybean meal down 1.95%, corn and soybean oil down nearly 1%, cotton up 1.28%.

 

Download PDF

 

DISCLAIMER

The report is issued by Orient Securities Co. LTD (Orient Securities) and Shanghai Orient Futures Co. LTD (Orient Futures) to institutional investors. Opinions expressed may differ from those of other divisions of Orient Securities, including Orient Securities Research Institute. Orient Securities may trade as principal in instruments identified herein and may accumulate/have accumulated a long or short position in instruments or derivatives thereof. Orient Securities has policies designed to negate conflicts of interest. This e-mail is not an official confirmation of terms and unless stated, is not a recommendation, offer or solicitation to buy or sell. Any prices or quotations contained herein are indicative only. Communications may be monitored.