DZ20230321

 

Policy

*SASAC emphasized to propel the growth of central military enterprises at the advanced level with active supports on military construction. Structural adjustments of state-owned economy to be promoted along with deepen reform and higher level of tech innovation.

 

Industrial Economy

*CAA: passenger transportation of China civil aviation in Feb of 43.2mio, up 38% y/y, among which 706k units were international flights, up 756% y/y.

*Guangdong province issued opinions in promoting high-quality development of new-type energy storage industry which aims to achieve operation income of related industry by cny 1tn as of 2027 and on technology research of sodium-ion battery and integrated power electronics technique.

*Sichuan province announced bidding result of dental crowns at average price of 327yuan and the total expense of dental implant could be cut by 50% as a result.

*GAPP disclosed approval information of imported online games in 2023 with 27 games by Tencent and NetEase on the list.

 

Co Focus

*Huawei related person in charge clarified market interpretation on its participation in ERP market and suggested its MetaERP management system will be for internal use only.

 

*Mar 17th Block Trade

*Block Trade Info

*Discount

- Zhongxin Fluoride Materials (002915 CH) saw 7 block trades worth 71mn at 18.93 yuan per share, 8.02 discount from last closing.

- Ireader Tech Co. (603533 CH）saw 1 block trade worth 54mn at 18.09 yuan per share, 10.62 discount from last closing.

- Yongguan Adhesive Products (603681 CH) saw 7 block trades worth 27mn at 20.41 yuan per share, 8.31 discount from last closing.

- TDG Holding (600330 CH) saw 1 block trade worth 36mn at 11.14 yuan per share, 0.00 discount from last closing.

- Shanghai AtHub Co.(603881 CH）saw 6 block trades worth 27mn at 31.32 yuan per share, 7.61 discount from last closing.

- Three Squirrels Inc.(300783 CH) saw 5 block trades worth 15mn at 17.72 yuan per share, 9.59 discount from last closing.

 

*Flat

- Jonjee Hi-Tech (600872 CH）saw 1 block trade worth 22mn at 35.34 yuan per share, 0.00 discount from last closing.

- Wangfujing (600859 CH) saw 1 block trade worth 43mn at 24.86 yuan per share, 0.00 discount 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. May NYMEX crude oil contract up 1.31% to closed at $67.81/b, June Brent contract up 0.99% to closed at $73.49/b. INE crude oil active contract up 0.65% to 497.2 yuan/b.

* Precious metals closed up collectively. COMEX gold contract up 0.47% to closed at $1982.8/oz. SHFE gold active contract up 0.60% to closed at 442.80 yuan/gram.

* Metals closed up mostly, LME tin up 1.67%, LME copper up 1.4%, LME lead up 1.1%, LME nickel down 2.61% on the contrast. Bonded copper up 1.03%, SHFE tin up 1.01%, SHFE nickel down 1.50%.

* Commodity futures closed down collectively, energy & chemistry futures saw weak performance, bleached softwood kraft pulp down 1.85%. Black series closed down collectively, iron ore down 1.95%, coking coal down 1.12%, coke down 1.08%. Agricultural products mixed, corn starch down 1.19%.

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