DZ20240417

Industrial Economy

*The State Administration for Financial Regulation and other three departments jointly issued the “Notice on Deepening Financial Services in Manufacturing Industry to Help Promote New Industrialization”, which proposes that banks and insurance institutions should help cultivate and strengthen strategic emerging industries, such as information technology, AI, Internet of things, Internet of vehicles, biotechnology, new materials, high-end equipment and aerospace.

*MIIT released the “Table of Contents for New Energy Automobile Models to Reduce Vehicle Purchase Tax”, with XiaomiSU7、BYD Caguar,Wisdom S7 included.

*Suzhou City launched a trade-in policy for automobiles and home appliances, with a total subsidy of cny 120mio.

 

International Relationship

*Premier Li Qiang held talks with the German Prime Minister Scholz, who emphasized to achieve mutual benefit and win-win results in cooperation, promote Sino-German relations to continuously reach new levels and achieve new results.

 

Apr 16 Block Trade Info

*Flat

- Fen Wine (600809 CH) saw 38 block trades worth 479.51mn at 247.81yuan per share, flat from last closing.

- Moutai (600519 CH) saw 2 block trades worth 1.5bn at 1670.00yuan per share, flat from last closing.

- CATL (300750 CH) saw 37 block trades worth 314.57mn at 197.15yuan per share, flat from last closing.

- Wuliangye (000858 CH) saw 37 block trades worth 305.99mn at 144.97yuan per share, flat from last closing.

 

*Margin Trade

Total Margin Balance

1.4859 trillion

Total Short Selling Balance

39.1 billion

SH Margin Balance

0.7862 trillion

SH Short Selling Balance

24.9 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

601766

84.5mio

600968

2.3mio

601179

75.6mio

603077

0.9mio

601127

74.1mio

601162

0.7mio

601857

73.3mio

601006

0.6mio

600027

55.9mio

601077

0.6mio

SZ Margin Balance

0.6984 trillion

SZ Short Selling Balance

14.1 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

300394

117mio

002145

6.8mio

000408

76.7mio

002505

6.4mio

300760

75.1mio

002244

5.9mio

000725

66.1mio

002673

5.0mio

002812

61.7mio

002456

4.4mio

 

*Connection Trade

SH-HK Connection (bn cny)

SZ-HK Connection (bn cny)

Northbound Net Cash Flow

-1.360

Northbound Net Cash Flow

-1.432

Southbound Net Cash Flow

+5.624

Southbound Net Cash Flow

+4.253

Top 5 Northbound Inflow

Top 5 Northbound Outflow

Name

Market Value (mio cny)

‰ out of ttl share outstanding

Name

Market Value (mio cny)

‰ out of ttl share outstanding

600519

248

0.12

300760

416

1.24

000625

229

1.29

002594

377

0.61

002028

160

3.09

600066

243

4.48

600031

141

1.05

300394

228

3.49

002625

139

3.40

601857

200

0.10

 

*Index Futures

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2404

90,886

-10,938

40,456

-11,222

43,633

-12,160

IF2405

31,291

5,676

23,377

4,254

26,083

4,875

IF2406

44,027

-7,788

64,557

-1,485

86,939

-2,089

IF2409

16,250

-1,864

35,454

-37

52,076

-29

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2404

56,823

-1,024

26,769

-3,551

27,862

-4,238

IH2405

16,984

3,950

12,949

2,191

14,292

2,389

IH2406

29,971

401

28,839

-1,053

40,108

-1,048

IH2409

12,244

203

16,073

-845

24,379

-541

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2404

96,369

5,441

48,628

-6,050

44,976

-5,718

IC2405

31,972

8,937

29,629

6,434

27,764

6,149

IC2406

54,215

5,040

92,949

-252

95,396

661

IC2409

20,438

2,807

54,053

938

54,563

833

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2404

154,782

7,458

53,724

-6,340

55,137

-7,607

IM2405

48,791

13,431

35,218

8,916

36,285

9,185

IM2406

105,678

7,637

81,063

-3,508

91,780

-1,038

IM2409

43,860

4,494

59,302

-2,080

62,711

-1,028

 

*Index Options

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2404

169111

-23152

39958

-1548

46343

-1660

IO2405

33944

33944

20897

20897

23293

23293

IO2406

6813

-5284

28829

362

34397

432

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2404

413797

32466

67353

-1315

68956

-1628

MO2405

82459

3053

31353

5638

35188

5017

MO2406

20328

1265

33647

797

37506

781

MO2409

10009

955

28062

736

29290

794

SSE50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2404

78009

-1479

19547

-155

23086

-765

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2406

61,844

-7,443

60,252

588

64,662

-420

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2406

103,506

-9,038

119,653

233

126,744

-112

TF2409

6,262

-876

9,387

323

9,973

372

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2406

95,686

-44,601

165,480

-378

169,792

402

T2409

10,536

-4,971

16,084

390

15,583

385

30-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TL2406

58,115

-4,319

50,346

44

50,216

244

TL2409

6,407

-2,221

14,051

-13

13,294

54

 

*Night Session Commodities Market (As of 02:30 am)

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Gold

AU2406

570.6

+1.3%

374,439

179,724

Low Sulfur Fuel Oil

LU2407

4,707.0

+1.16%

57,641

131,444

LPG

PG2405

4,744.0

+0.62%

35,182

38,553

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Rapeseed Meal

RM409

2,727.0

-2.88%

828,112

700,314

Soybean Meal

M2409

3,317.0

-1.78%

1,084,022

1,984,471

No.2 Soybeans

B2405

3,740.0

-1.45%

94,650

54,760

 

* Commodities (night session):

* Global crude oil price closed down mostly. May NYMEX crude oil contract down 0.12% to closed at $85.31/b, June Brent contract down 0.16% to closed at $89.96/b. INE crude oil active contract up 0.47% to 664.5 yuan/b.

* Precious metals closed mixed, COMEX gold active contract up 0.69% and closed at $2399.5/oz. SHFE gold active contract up 1.30% and closed at 570.60 yuan/gram.

* Metals closed down mostly, LME lead down 1.72%, LME tin down 1.33%, LME copper down 1.06%. SHFE nickel down 1.01%, SHFE tin down 0.94%, bonded copper down 0.71%.

* Commodity futures closed down mostly, chemistry and energy closed down collectively, MEG down 1.1%, soda ash down nearly 1%, low sulfur fuel oil up 1.16% on the contrast. Black series closed up mostly. Agricultural products closed down collectively, rapeseed meal down 2.88%, soybean meal down 1.78%, No.2 soybeans down 1.45%, cotton down 1.25%.

 

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