DZ20240315

 

Industrial Economy

*Shanghai SASAC: Layout around new productivity industrial chain, coordinate and promote the upgrading of traditional industries, the growth of emerging industries, and the cultivation of future industries.

*Ministry of Water Resources: Deepen the reform of water conservancy investment and financing, further expand long-term funding channels for water conservancy construction.

 

Financial

*NDRC publicly solicited opinions on the “Notice of supporting high-quality enterprises to borrow medium and long-term foreign debts to promote the high-quality development of the real economy”, which proposes to actively support high-quality enterprises with significant industry status, excellent credit, and a leading role in promoting the high-quality development of the real economy to borrow foreign debts.

*PBoC held an enlarged meeting emphasizing to maintain a prudent monetary policy flexible, appropriate, precise and effective, and promote stable social financing costs. Accelerate the development of pension finance and promote the healthy development of digital finance.

 

Data

*CPCAAUTO: In February, the national pickup truck market sold 33k units, decreased of 22.3% y/y and 24.5% m/m respectively.

 

March 14 Block Trade Info

*Discount

- Oriental Yuhong (002271 CH) saw 1 block trades worth 101.53mn at 16.95yuan per share, 4.02pct discount from last closing.

 

*Flat

- Moutai (600519 CH) saw 4 block trades worth 1.72bn at 1716.63yuan per share, flat from last closing.

- Hangjin Tech (000818 CH) saw 2 block trades worth 129.65mn at 29.60yuan per share, flat from last closing.

- Yunnan Baiyao (000538 CH) saw 2 block trades worth 95.95mn at 51.34yuan 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. April NYMEX crude oil contract up 1.71% to closed at $81.08/b, May Brent contract up 1.33% to closed at $85.15/b. INE crude oil active contract up 3.56% to 652.0 yuan/b.

* Precious metals closed down collectively, COMEX gold active contract down 0.66% and closed at $2166.5/oz. SHFE gold active contract down 0.24% and closed at 506.38 yuan/gram.

* Metals closed down mostly, LME nickel down 1.01%, LME lead down 0.71%, LME zinc down 0.64%, LME tin up 0.89% on the contrast. SHFE nickel down 1.08%, SHFE zinc down 0.68%, SHFE aluminium down 0.34%.

* Commodity futures closed up mostly, chemistry and energy products closed up collectively, TSR 20 up 1.89%, natural rubber up 1.6%, PTA up 1.54%, low sulfur fuel oil up 1.45%. Black series closed down collectively, coking coal down 3.07%, iron ore down 1.79%, coke down 1.77%. Agricultural products closed up mostly, RBD palm olein up 2.01%, rapeseed meal up 1.11%.

 

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