DZ20240208

 

Financial

*The Central Committee of the CPC has decided to appoint Wu Qing as the head of the CSRC, removal leader of Yi Huiman as the CSRC.

*The Party Committee of SASAC of the State Council held an enlarged meeting, emphasized to build a new type of production relationship that is compatible with the development requirements of new productivity and seize the opportunity of a new round of technological revolution and industrial transformation.

 

Industrial Economy

*NDRC released the “Advanced Energy Efficiency Level, Energy Conservation Level and Access Level of Key Energy Products and Equipment 2024 Edition”, which proposed to expand the coverage of key energy-consuming products and equipment like industrial boilers, data centers, servers, charging piles, communication base stations and photovoltaic modules.

*Shenzhen released the “Notice on Optimizing the Housing Purchase Limit Policy”, for households and adult singles who are not registered in this city and are able to provide proof of continuous personal income tax or social insurance payment in this city three years before the date of housing purchase, one set of housing is restricted.

 

Data

*CPCAAUTO: January retail sales of passenger cars in the market reached 2.04mio units, up 58% y/y, with the retail sales of NEV reached 670k units, up 102% y/y.

 

Feb 7 Block Trade Info

*Discount

- Offcn Education (002607 CH) saw 1 block trades worth 116.67mn at 2.94yuan per share, 2.97pct discount from last closing.

 

*Flat

- Zijin Mining (601899 CH) saw 7 block trades worth 105.33mn at 24.72yuan per share, flat from last closing.

- Moutai (600519 CH) saw 9 block trades worth 355.79mn at 1710.99yuan per share, flat from last closing.

- Innolight (300308 CH) saw 1 block trades worth 96.40mn at 21.14yuan per share, flat from last closing.

- Midea (000333 CH) saw 2 block trades worth 138.68mn at 61.11yuan 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 1.05% to closed at $74.08/b, April Brent contract up 0.97% to closed at $79.35/b. INE crude oil active contract up 0.98% to 567.4 yuan/b.

* Precious metals closed down collectively, COMEX gold active contract down 0.02% and closed at $2050.9/oz. SHFE gold active contract up 0.26% and closed at 483.16 yuan/gram.

* Metals closed mixed, LME tin up 1.24%, LME copper down 1.12%, LME zinc down 0.95%. SHFE tin up 1.31%, SHFE nickel up 1.02%, bonded copper down 0.78%.

* Commodity futures closed mixed, chemistry and energy products up mostly, glass up 1.78%, soda ash up 1.44%. Black series closed up collectively, iron ore up 1.81%, coking coal up 1.14%. Agricultural products closed down mostly, No.2 soybeans down 1.93%, rapeseed meal down 1.34%, soybean meal down nearly 1%.

 

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