DZ20240926

 

Industrial Economy

Shanghai approved the “Service Consumption voucher Issuance Plan”, and decided to issue cny 500mio service consumption vouchers to four areas including catering, accommodation, movies and sports.

*Guangdong Province issued the “Several Measures to Support Dongguan in Deepening Cross-Strait Innovation and Development Cooperation”, which proposes to develop integrated circuit design, advanced packaging and other semiconductor key link projects.

*MIIT: Strengthen the construction of an open source system to promote high-quality development of the industry, stated by Jin Zhuanglong, head of MIIT at the opening ceremony of the Open Atomic Open Source Ecology Conference

 

Financial

*State Council published the opinions on “Implementing Employment Priority Strategy to Promote High-Quality and Full Employment”, which proposes to actively respond to the impact of rapid development of emerging technologies such as AI on employment.

 

Major Event

- SENSSUN (002870 CH): 2024/8/27-2024/9/27, large shareholder NJEC (600699 CH) has increased holdings of 2,462,100 shares, 1.8642% of ttl shr outstanding, in the company, becoming the single largest shareholder of the company.

 

Business Operations

- GUOHANG (833171 CH): first three quarters expected net profit up 943.42%-1072.24% y/y.

 

Share Repo

- ZXKJ (300101 CH): co plans on shr repo of cny 40-80 mio.

- YAWEI (002559 CH): co plans on shr repo of cny 50-70 mio.

 

Stake Cut

- JHMD (002947 CH): co controlling shareholder plans on stake cut of no more than 3% of ttl shr outstanding.

- FRIENDCOM (300514 CH): co directors and specific shareholders plan on stake cut of no more than 2.58% of ttl shr outstanding.

- YDL (300381 CH): co controlling shareholder plans on stake cut of no more than 2% of ttl shr outstanding.

 

*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 mixed. November NYMEX crude oil contract down over 2.4% to closed at $69.84/b, December Brent contract down over 1.87% to closed at $73.08/b. INE crude oil active contract up 0.73% to 535 yuan/b.

* Precious metals closed mixed, COMEX gold active contract up 0.16% and closed at $2681.3/oz. SHFE gold active contract up 0.58% to closed at 601.06 yuan/gram.

* Metals closed mixed, LME copper up 0.05%, LME zinc down 0.7%, LME nickel up 0.33%, LME aluminum down 0.67%, LME tin down 2.41%, LME lead up 0.84%. SHFE tin down 2.23%, SHFE aluminum down 0.55%, stainless steel down 0.41%, SHFE zinc down 0.31%, SHFE copper down 0.13%, SHFE lead up 0.03%, SHFE nickel up 0.26%.

* Commodity futures closed down mostly, corn starch down 2.03%, bitumen down 1.60%, fuel oil down 1.11%, bleached softwood kraft pulp down 1.10%, ethenylbenzene down 1.01%, RBD palm olein up 1.69%, soybean oil up 1.22%, soda ash up 1.21%.

 

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