DZ20231122

 

Xi’s Emphasis

*Chairman Xi Jinping attended the Brics leaders’ Special Video Summit on the evening of November 21th and emphasized that it is very timely and necessary for the BRICS countries to voice justice and peace on the Palestinian-Israeli issue.

 

Industrial Economy

*Guangdong issued the three-year action plan for the construction of the “Digital Bay Area”, proposing to promote the compliant, efficient, safe and orderly circulation of data elements, explore and implement the “white list” system for cross-border circulation of data, support Guangzhou and Shenzhen to promote the construction of the national new generation artificial intelligence innovation and development pilot zone, building a high-speed and ubiquitous network infrastructure to promote the deep coverage of 5G networks in the Greater Bay Area.

*It is reported that regulatory agencies are drafting a “white list” of Chinese real estate developers, which may cover 50 large-scale real estate companies. State-owned and private real estate companies will be included like VANKE-A and Longfor.

*Shanghai issued the “Action Plan for Promoting Commercial Aerospace Development and Building a Highland of Space Information Industry (2023-2025)”, which proposes to form a full coverage from rockets, satellites, ground stations to terminals by 2025.

*Heilongjiang Province recently issued the “50 Measures for Unleashing Tourism Consumption Potential and Promoting High-Quality Development of Tourism”.

 

Nov 21 Block Trade Info

*Discount

- Hydsoft Tech (301316 CH) saw 1 block trades worth 96.00mn at 24.00yuan per share, 14.04pct discount from last closing.

 

*Flat

- Zijin Mining (601899 CH) saw 1 block trades worth 145.68mn at 12.14yuan per share, flat from last closing.

- Luxshare (002475 CH) saw 1 block trades worth 197.17mn at 30.71yuan per share, flat from last closing.

- Crystal-Optech (002273 CH) saw 1 block trades worth 99.85mn at 12.99yuan per share, flat from last closing.

-Midea (000333 CH) saw 2 block trades worth 92.31mn at 52.45yuan per share, flat from last closing.

 

*Margin Trade

Total Margin Balance

1.5247 trillion

Total Short Selling Balance

87.5 billion

SH Margin Balance

0.8343 trillion

SH Short Selling Balance

51.3 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

605090

209mio

600677

6.5mio

601878

159mio

601288

4.3mio

601127

111mio

601878

3.1mio

688170

79.8mio

601108

2.8mio

600775

68.4mio

600831

2.4mio

SZ Margin Balance

0.7599 trillion

SZ Short Selling Balance

28.8 billion

Top Five Margin Trade Net Bought (in CNY)

Top Five Short Selling Net Sold (in shares)

002436

170mio

000639

4.5mio

002400

92.6mio

000665

2.9mio

300418

90.3mio

000681

2.5mio

000681

77.1mio

002131

2.1mio

002465

75.0mio

300182

1.8mio

 

*Connection Trade

SH-HK Connection (bn cny)

SZ-HK Connection (bn cny)

Northbound Net Cash Flow

+1.451

Northbound Net Cash Flow

-1.309

Southbound Net Cash Flow

-1.934

Southbound Net Cash Flow

-0.502

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

372

0.17

002594

239

0.35

002456

359

10.20

002555

183

3.54

300274

293

2.23

300418

151

3.46

300136

258

10.65

002460

146

1.64

601899

193

0.62

300782

130

1.79

 

*Index Futures

Position of Top 20 members (Unit lots)

CSI 300 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IF2312

118,010

18,175

131,085

2,350

170,480

-223

IF2403

25,389

4,744

33,541

2,867

43,731

3,807

IF2406

8,359

1,172

13,838

870

20,212

1,261

SSE 50 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IH2312

73,780

11,548

68,913

282

92,393

-1,175

IH2403

17,213

7,625

15,868

3,272

21,538

3,518

CSI 500 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IC2312

68,741

-7,614

128,766

-4,508

138,500

-5,575

IC2403

17,438

-212

62,234

43

71,474

718

IC2406

9,480

-2,346

35,029

-284

38,391

28

CSI 1000 Index Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IM2312

68,922

-6,419

95,901

-1,844

106,815

-2,425

IM2403

20,434

902

52,915

594

54,270

134

IM2406

8,139

-2,490

30,323

23

33,353

256

 

*Index Options

Position of Top 20 members (Unit lots)

CSI 300 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

IO2312

122224

17150

78172

853

84269

52

CSI 1000 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

MO2312

100207

3986

48955

2009

53676

1892

SSE50 Index Options

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

HO2312

61626

9757

38963

1386

42075

927

 

*Treasury Futures

Position of Top 20 members (Unit lots)

2-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TS2312

61,386

6,334

35,035

-3,217

36,452

-3,313

TS2403

61,244

19,245

33,405

2,223

34,135

2,226

5-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TF2312

77,997

-35,987

48,195

-3,736

50,286

-6,875

TF2403

74,368

10,233

61,219

7,399

60,631

6,923

10-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

T2312

100,638

-15,082

83,357

-8,923

85,925

-8,744

T2403

109,842

16,993

106,385

13,177

98,077

14,174

30-Year Treasury Bond Futures

Trading Volume

Change*

Long OI

Change*

Short OI

Change*

TL2312

43,069

1,625

17,568

-1,523

18,438

-1,816

TL2403

23,074

2,053

18,099

1,653

19,261

1,742

 

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

Top 3 Gainers (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Soda Ash

SA401

2,286.0

+2.83%

840,552

737,559

Rapeseed Meal

RM401

2,934.0

+1.59%

270,614

504,715

Soybean Meal

M2401

4,065.0

+1.4%

320,521

1,156,529

Top 3 Loser (Dominant Contract)

Product

Contract

Price

Change %

Trading Volume

Open Interests

Bleached Softwood Kraft Pulp

SP2401

5,820.0

-2.35%

334,462

230,483

LPG

PG2401

4,959.0

-2.03%

87,418

99,942

PTA

TA401

5,818.0

-1.95%

545,938

1,308,467

 

* Commodities (night session):

* Global crude oil price closed mixed. January NYMEX crude oil contract down 0.03% to closed at $77.81/b, January Brent contract up 0.21% to closed at $82.49/b. INE crude oil active contract down 0.34% to 590.3 yuan/b.

* Precious metals closed up collectively, COMEX gold active contract up 1.01% and closed at $2000.3/oz. SHFE gold active contract up 0.65% and closed at 468.72 yuan/gram.

* Metals closed mixed, LME tin up 0.61%, LME copper up 0.47%, LME aluminum up 0.45%. LME zinc down 0.55%. SHFE zinc down 0.75%, SHFE nickel down 0.48%, SHFE lead down 0.47%.

* Commodity futures closed down collectively. Chemistry and energy products performed weak, wood pulp down 2.35%, LPG down 2.03%, PTA down 1.95%. Black series closed down collectively, coking coal down 1.32%, coke down 1.07%. Agricultural products closed down mostly, cotton yarn down 1.13%, rapeseed meal up 1.59%.

 

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