DZ20240129

 

Financial

*CSRC issued notice to further strengthen the supervision of securities lending business and completely suspends the lending of restricted shares, adjust the market-oriented agreement declaration of securities lending and borrowing from real-time available to the next day available.

*CSRC held the 2024 system work conference, which pointed out to promote the research on including market value into the assessment and evaluation system of state-owned enterprises, and increase constraints on undervalued listed companies from the perspective of information disclosure.

 

Industrial Economy

*The State Administration for Financial Supervision and Administration held a meeting to deploy and implement the relevant work of the urban real estate financing coordination mechanism, which emphasized to screen and determine the list of real estate projects that can provide financing support, and push them to financial institutions.

*Guangzhou published notice on further optimizing the stable and healthy development of real estate market, which pointed out that the purchase of housing with a building area of more than 120 square meters is not included in the restricted purchase range.

*Shanghai will promote urban renewal and launch 10 urban village renovation projects this year, plans to raise 470k sets units of affordable rental housing during the “14th Five-Year Plan” period, stated by Gongzheng, the Mayor of Shanghai.

 

Jan 26 Block Trade Info

*Discount

- Seres Group (601127 CH) saw 1 block trades worth 272.03mn at 58.50yuan per share, 7.57pct discount from last closing.

 

*Flat

- Weaver Network (603039 CH) saw 3 block trades worth 99.998bn at 37.21yuan per share, flat from last closing.

- Moutai (600519 CH) saw 3 block trades worth 68.60mn at 1637.32yuan 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. March NYMEX crude oil contract up 1.12% to closed at $78.23/b, March Brent contract up 1.48% to closed at $83.17/b. INE crude oil active contract up 1.84% to 593.5 yuan/b.

* Precious metals closed mixed, COMEX gold active contract up 0.02% and closed at $2018.2/oz. SHFE gold active contract up 0.11% and closed at 478.44 yuan/gram.

* Metals closed mixed, LME nickel and LME aluminum up 0.87%, LME lead up 0.56%, LME copper down 0.46%. SHFE aluminum up 0.95%, SHFE tin down 0.64%, SHFE nickel down 0.24%.

* Commodity futures closed mixed, chemistry and energy products closed mixed, fuel oil up 1.85%, glass up 1.79%, LPG down 2.74%, soda ash down 1.63%. Black series closed mixed, iron ore up 1.06%, Agricultural products closed down mostly, rapeseed meal down 3.21%, No.2 soybeans down 2.94%, soybean meal down 2.58%.

 

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