DZ20240415

Financial

*The State Council issued the “Several Opinions on Strengthening Supervision and Risk Prevention to Promote High-Quality Development of the Capital Market”, which proposed to promote the entry of medium and long-term funds into the market and vigorously develop equity-based public funds.

*The State Council Premier Li Qiang presided over the executive meeting on April 12th to study the work related to promoting the acceleration of the rise in the central region in the new era, study and improve long-term mechanisms to solve the problem of enterprise accounts receivable arrears, listen to reports on energy-saving and carbon reduction work, and deploy the entire chain rectification work for potential safety hazards of electric bicycles.

*CSRC publicly solicited opinions on the revision of the “Regulations on Strengthening the Supervision of Listed Securities Companies”.

*CSRC publicly solicited opinions on the “Management Measures for Shareholders’ Reduction of Shares of Listed Companies.”

*CSRC held a deployment meeting to accelerate the promotion of the implementation of the “1+N” policy system in the capital market.

 

Data

*China March M2 increased by 8.3% y/y, compared to the previous value of 8.7%, Q1 RMB loans increased by cny 9.46tn, Q1 cumulative increase in social financing scale was cny 12.93tn, a decrease of cny 1.61tn from the same period last year.

 

Industrial Economy

*MoC and other 14 departments jointly released the “Action Plan for Promoting the Trade-Increasing of Consumer Goods”, which deploys and organizes nationwide the replacement of old cars and home appliances with new ones and home decoration for kitchen and bathrooms.

*Guangdong Province issued the notice on promoting the implementation plan of large-scale equipment update and consumer goods replacement for old ones.

 

Apr 12 Block Trade Info

*Discount

- Avary (002938 CH) saw 9 block trades worth 58.18mn at 58.18yuan per share, 7.23pct discount from last closing.

- De Rucci Healthy Sleep (001323 CH) saw 16 block trades worth 87.05mn at 29.51yuan per share, 9.23pct discount from last closing.

 

*Flat

- CATL (300750 CH) saw 2 block trades worth 39.56mn at 188.39yuan 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 slightly. May NYMEX crude oil contract up 0.51% to closed at $85.45/b, June Brent contract up 0.3% to closed at $90.01/b. INE crude oil active contract up 0.39% to 669.6 yuan/b.

* Precious metals closed down collectively, COMEX gold active contract down 0.53% and closed at $2360.2/oz. SHFE gold active contract up 0.15% and closed at 563.16 yuan/gram.

* Metals closed up mostly, LME zinc up 1.6%, LME lead up 1.19%, LME aluminum up 1%. LME nickel down 0.62% on the contrast. SHFE tin up 0.98%, SHFE lead and SHFE zinc up 0.42%. SHFE nickel down 1.43% on the contrast.

* Commodity futures closed up collectively, chemistry and energy products performed strong, fuel oil up 3.48%, low sulfur fuel oil up 2.61%, bitumen up 1.87. Black series closed up mostly, coking coal up 2.42%, coke up 2.12%, iron ore up 1.15%. Agricultural products closed up collectively, No.2 soybeans up 2.37%, rapeseed meal up 2.08%, rapeseed oil up 2.01%.

 

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