DZ20240508

 

Industrial Economy

*The “Several Policies for Further Gathering and Developing New Accounting Power Empowering New Productivity in Lingang New Area of China (Shanghai) Pilot Free Trade Zone” was officially released, which aims to encourage and guide computing power industrial chain upstream and downstream enterprises have better layout, construction, and use of computing power in the Lingang New Area.

*China Performance Industry Association: May Day holiday national business performance box office revenue of cny 2.084bn, increased by 37.17% y/y.

*Chongqing issued the notice of the “New Energy Automobile Convenient Overcharging Action Plan 2024-2025”, which pointed out that by the end of 2025, Chongqing will have more than 2k charging stations and over 4k charging piles.

 

Data

*SAFE: As of the end of April 2024, China Foreign exchange reserves $3200.831bn, a decrease of $44.826bn from the end of March, a decrease of 1.38%.

*CPCAAUTO: It is estimated that the wholesale sales of new energy passenger vehicles will reach 800k units in April, up 33% y/y and down 2% m/m respectively.

 

May 7 Block Trade Info

*Discount

- Salt Lake (000792 CH) saw 6 block trades worth 1.3bn at 18.17yuan per share, 0.22pct discount from last closing.

- Guobang Pharma (605507 CH) saw 34 block trades worth 115.19mn at 16.33yuan per share, 9.58pct discount from last closing.

- Xinhua Commercial (600785 CH) saw 5 block trades worth 218.12mn at 17.27/17.46yuan per share, 6.98/7.99pct discount from last closing.

- Avary Holding (002938 CH) saw 10 block trades worth 52.51mn at 25.49yuan per share, 7.31pct discount from last closing.

- Fenda Tech (002681 CH) saw 2 block trades worth 72.76mn at 4.26yuan per share, 2.96pct discount from last closing.

 

*Flat

- Moutai (600519 CH) saw 1 block trades worth 1.0bn at 1770.00yuan per share, flat from last closing.

- Hainan Airport (600515 CH) saw 1 block trades worth 467.66mn at 3.52yuan per share, flat from last closing.

- S.F. Holding (002352 CH) saw 6 block trades worth 81.26mn at 37.31yuan 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 down slightly. June NYMEX crude oil contract down 0.14% to closed at $78.37/b, July Brent contract down 0.35% to closed at $83.04/b. INE crude oil active contract down 0.13% to 616.6 yuan/b.

* Precious metals closed down collectively, COMEX gold active contract down 0.37% and closed at $2322.5/oz. SHFE gold active contract down 0.18% and closed at 549.28 yuan/gram.

* Metals closed up mostly, LME tin up 1.93%, LME zinc up 1.38%, LME lead up 1.29%, LME nickel down 0.71% on the contrast. SHFE lead up 1.36%, SHFE zinc up 0.62%, SHFE nickel down 0.68%.

* Commodity futures closed mixed, chemistry and energy products closed down mostly, soda ash down 3.02%, glass down 1.31%. Black series closed down collectively, coking coal down 1.96%, coke down 1.58%. Agricultural products closed up collectively, white sugar up 1.15%, soybean meal up 1.12%, cotton yarn up 1.04%.

 

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